- Oppenheimer & Co. Inc. (North Palm Beach, FL)
- …is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities ... in the financial services industry, including retail securities brokerage , institutional sales and trading, investment banking (both corporate and public finance),… more
- Crdit Agricole CIB (New York, NY)
- … Brokerage to name a few. - Investigate breaks and work closely with the Front Office , IT, Back Office and MAM to resolve breaks. - Hold monthly ... - Handling of auditor's and regulators requests Key Internal contacts - Operations - Front Office - MAM Key External contacts - External auditors / regulators -… more
- Jencap (Phoenix, AZ)
- …and corporate files in both digital and physical formats. Oversee front and back - office operations and reception. Organize employee events, staff meetings, ... insurance intermediaries in the United States with expertise in wholesale brokerage , binding authority, and program management. The common thread woven throughout… more
- Morgan Stanley (Purchase, NY)
- …provides comprehensive financial advice and services to its clients including brokerage , investment advisory, financial and wealth planning, credit and lending, ... KYC standards, and QC Program and procedures - Good knowledge of business, products, operations , systems and organization to be able to implement the QC program -… more
- First Horizon (Maryville, TN)
- …Ensures customer records are correct. Ensures cases are resolved properly. Supports the Branches, Back Office , with any DDA CDA or IRA related Questions. We ... location listed in job posting. At First Horizon Bank Operations , we are on a mission to deliver a...Business Documents and Legal Documents from the Branches and Back Office . We maintenance two Department mailboxes… more
- Citigroup, Inc. (Getzville, NY)
- …including consumer banking and credit, corporate and investment banking, securities brokerage , transaction services, and wealth management. As a bank with a ... region of the world and every sector that shapes your daily life, our Enterprise Operations & Technology teams are charged with a mission that rivals any large tech… more
- EPIC Brokers (San Francisco, CA)
- …hybrid work schedule out of our Rancho Cordova, CA, San Francisco, CA or Reno, NV office , 2 days a week in office . SUMMARY: To perform this job successfully, an ... for presentation to carriers including analysis of claims, changes in client operations , and recommended renewal pricing; *Negotiate with carriers for best available… more
- Citigroup (New York, NY)
- …with a presence in over 60 Countries; covering all post execution Operations teams including product aligned Middle Office groups, Settlements, Margin, ... 3 player in the market, Equity (Cash, Derivatives, Prime Brokerage , Futures, Listed Derivs, FXPB) where Citi has a...experience in either Equity and / Debt Markets Middle Office or Operations + 10+ years Settlements… more
- Citigroup (New York, NY)
- …with a presence in over 60 Countries; covering all front post execution Operations teams including product aligned Middle Office groups, Settlements, Margin, ... 3 player in the market, Equity (Cash, Derivatives, Prime Brokerage , Futures, Listed Derivs, FXPB) where Citi has a...and Trading desks in coordination with the wider Markets Operations - Equity Derivatives Middle Office teams.… more
- Thrivent Financial (Newberry, SC)
- …Position summary: The Office Manager is critical to keeping the daily operations of the practice running and scaling for growth. Responsibilities include but are ... overseeing operating procedures, maintaining records and client files, and ensuring operations are complete and efficient utilizing Thrivent computer systems and… more
- Thrivent Financial (Naperville, IL)
- …summary: The Office Manager is critical to keeping the daily operations of the practice running. Responsibilities include but are not limited to: developing ... client relations, and other administrative tasks as assigned. The Office Manager reports to and is employed by Naperville...various programs, and processing functions as needed + Provides back -up support on tasks that do not require any… more
- First Horizon Bank (Maryville, TN)
- …customer records are correct. + Ensures cases are resolved properly. + Supports the Branches, Back Office , with any DDA CDA or IRA related Questions. + We verify ... location listed in job posting. At First Horizon Bank Operations , we are on a mission to deliver a...Business Documents and Legal Documents from the Branches and Back Office . + We maintenance two Department… more
- Owens Realty Services (Sarasota, FL)
- Senior Operations Supervisor (SRQ) Sarasota, FL, United States of America $22.00 -$22.00 BackApply Now Back Apply Now Overview Established in 1990, Owens Realty ... Services is a full-service commercial brokerage , investment, management, maintenance, housekeeping and environmental services company. Our comprehensive roster of… more
- Citigroup (New York, NY)
- … Enterprise Architecture. Key Responsibilities: + Define and maintain cohesive front-to- back data architecture across shared operations to reduce fragmentation, ... including consumer banking and credit, corporate and investment banking, securities brokerage , transaction services, and wealth management. We enable clients to… more
- Truist (Charlotte, NC)
- …CSG teams to more effectively problem solve thereby increasing field and back office productivity. Responsibility: Perform supervisory functions that are ... of retail brokerage and investment advisory industry rules, regulations and operations . + Strong organizational skills and the ability to multi-task are also… more
- Friedman Management Company (Farmington Hills, MI)
- Commercial Property Manager Job Details Level Experienced Job Location Corporate Office - Farmington Hills - Farmington Hills, MI Position Type Full Time Education ... property owner reports in a timely manner. + Interacts with leasing and brokerage to ensure objectives are met. + Perform multi-property site inspections to ensure… more
- Travel + Leisure Co. (Orlando, FL)
- …leads and participates with a team that works directly with third party brokerage firms to execute investment strategies. The Treasury Manager is expected to mentor, ... Capital Markets with routine monthly corporate capital markets reporting and FX operations , financial risk management and provide support to the corporate banking… more
- Bank of America (Chandler, AZ)
- …may contain a check, and the validation of financial transactions for Merrill brokerage accounts. **A successful Transaction Management Operations Team Lead on ... we serve. Bank of America is committed to an in- office culture with specific requirements for office -based...is responsible for overseeing the day-to day transaction processing operations function, and ensuring the team executes operations… more
- AON (Chicago, IL)
- …West Region Aviation Leader. This is a hybrid role (minimum 3 days a week in office ) with the flexibility to work virtually when not in our Chicago, IL office . ... + Directly advise clientele on risk related matters for their operations , contractual transfers, insurance and non-insurance risk transfers, risk control and… more
- Citigroup (Jersey City, NJ)
- …with a presence in over 60 Countries; covering all post execution Operations teams including product aligned Middle Office groups, Settlements, Margin, ... **Organization Overview:** Markets Operations represents the evolution and transformation of ...3 player in the market, Equity (Cash, Derivatives, Prime Brokerage , Futures, Listed Derivatives, Clearing and Foreign Exchange Prime… more
