- Creative Financial Staffing (Columbus, OH)
- …accurate and timely reporting in compliance with regulatory requirements. Banking and Investment Management - Oversee bank relationship and treasury management ... activities Tax Compliance - Oversee tax planning and compliance, ensure adherence to local, state, and federal tax regulations. Employee Benefits and Payroll - Oversee payroll bi-weekly and employee benefits including 401(k). Insurance Management- Manage… more
- Beacon Hill Staffing Group, LLC (New York, NY)
- Our client, a leading investment bank , is seeking Executive Assistant to join their NYC team. The hours are 9-5:30pm (flex to check on email after hours) and ... to a Partner and four Directors across the Healthcare and Technology investment sectorsManage complex calendars, frequently adjusting to last minute changesBook a… more
- WSFS Bank (Greenville, DE)
- Job Description At WSFS Bank , we empower our Associates to grow their careers, we guide our customers to secure their financial futures, and we actively support our ... Communities so they can fully thriveCareers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, opportunities to advance, and moreWe are… more
- Beacon Hill Staffing Group, LLC (New York, NY)
- Our client, a global investment bank , is seeking a Senior Administrative Assistant to support several executives in their NYC office. The hours are ... 8:30/9am-5/5:30pm (flex for morning or evening meetings) and this role operates on a hybrid schedule with four days in the office and one day remote (WFH days rotates depending on office needs).Responsibilities:Manage complex calendars, scheduling and… more
- Beacon Hill Staffing Group, LLC (New York, NY)
- Our client, a global investment bank , is seeking an Executive Administrator to support a team in their NYC office. The hours are 8:30/9am-5/5:30pm (flex for ... morning or evening meetings) and this role operates on a hybrid schedule with four days in the office and one day remote (WFH days rotates depending on office needs).Responsibilities:Manage complex calendars and coordinate meeting scheduleBook travel… more
- WSFS Bank (Berwyn, PA)
- Job Description At WSFS Bank , we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our ... Communities so they can fully thriveCareers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and moreWe are… more
- Fidelity TalentSource LLC (Smithfield, RI)
- Job Description: Investment Relationship Manager The RoleThe Financial Institutions Group (FIG) within the Intermediary Investment Client Group (IICG) is seeking ... addition to alternatives expertise, the IRM should possess a strong knowledge of all investment asset classes as well as an understanding of ETFs, SMAs and model… more
- Amerant Bank (Coral Gables, FL)
- …providing operational support and exceptional customer service to the bank 's affiliated broker dealer and registered investment advisor.Responsibilities:Middle ... strict confidentiality of client, firm, and employee information.Process document bank storage.Minimum Education and/or Certifications Requirements:Bachelor's degree in economics,… more
- Lennar Mortgage (New York, NY)
- …In 2016 and 2017 LMF ranked as the first in volume as non-lead bank underwriter loan contributors. Over 90% of LMF's funded loans had initial loan balances ... by assets located in non-top 10 MSAs. #CB Responsibilities The Intern Investment Analyst position will be from May/June to August/September. This internship may… more
- WSFS Bank (Berwyn, PA)
- Job Description At WSFS Bank , we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our ... Communities so they can fully thriveCareers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and moreWe are… more
- WSFS Bank (Wilmington, DE)
- Job Description At WSFS Bank , we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our ... Communities so they can fully thriveCareers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and moreWe are… more
- WSFS Bank (Greenville, DE)
- Job Description At WSFS Bank , we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our ... Communities so they can fully thriveCareers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and moreWe are… more
- Amerant Bank (Miramar, FL)
- …monthly reconciliation of General Ledger, Due from accounts, Subsystems, and Investment Portfolio in order to identify items pending for research. ... Responsibilities:Reconciling and balancing bank accounts in order to establish items pending to clear.Research into the accounts to clear items.Follow up on… more
- Creative Financial Staffing (Minnetonka, MN)
- …the annual audit process The Controller manages the monthly preparation of bank and investment reconciliations Prepare the financial statements for year-end ... financial audit The Controller will support the owners and project managers with ad-hoc reports and any additional requests Job Requirements BS in Finance, or Accountancy, MBA preferred CPA certification is a plus but not required Minimum 7+ years of relevant… more
- Creative Financial Staffing (Washington, DC)
- …with policies and procedures Will manage two direct reports responsible for bank reconciliations, investment reconciliations and fixed asset recognition Works ... closely with the Chief Financial Officer on all accounting department matters #INFEB2024 #CBFEB2024#LI-JG1 #INFEB2024#CBFEB2024#LI-JG1 more
- Creative Financial Staffing (Bloomington, MN)
- …the annual audit process The Controller manages the monthly preparation of bank and investment reconciliations Prepare the financial statements for year ... end financial audit Provide leadership in driving continued process efficiencies/automation Prepare all tax reporting requirements on a regular basis The Controller will support additional ad-hoc projects as requested JOB REQUIREMENTS FOR THIS CONTROLLER… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …resolve daily operational issues/ problems The Team As part of Fidelity Fund and Investment Operations (FFIO) business unit, the Bank Debt Operations group is ... NH. The Role Performing all tasks associated with the Bank Debt Group including (but not limited to) trade...employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own… more
- Northeast Georgia Health System, Inc (Gainesville, GA)
- …bond counsel, and banking representatives as appropriate.Oversees and reviews monthly bank reconciliation, cash balancing, investment reconciliations, cash and ... for balance sheet reviews on all related cash and investment accounts. Minimum Job QualificationsLicensure or other certifications: Educational Requirements:… more
- Fidelity TalentSource LLC (Boston, MA)
- …at a bank , asset allocator, fund of funds, or other investment platform is preferredYour direct experience with Business Development Companies (BDC), Limited ... RoleStrategic Advisers Advisor Oversight Team partners closely with Fidelity s investment management teams and key stakeholders to identify and mitigate risks… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …to our success in delivering high-quality financial reporting for Fidelity's Investment Products. You will also participate and/or lead operational efficiencies to ... of financial services experience with an asset manager, audit firm or custodian bank , preferably in accounting operations or administration for alt investment … more
