- Navy Federal Credit Union (San Diego, CA)
- Overview To provide securities operations processing for Navy Federal Financial Groups' (NFFG) affiliate Navy Federal Investment Services (NFIS) and registered ... accuracy and ensures timely/accurate processing * Review, monitor and report operations trends and best practices to management to ensure/implement quality… more
- Penske (Chicago, IL)
- …market to develop pricing strategies and provide impactful recommendations to optimize our brokerage operations . They will support Penske Operations on any ... **Position Summary:** The Senior Brokerage Sourcing Specialist will leverage their...high profitability. This position will also work with Penske Brokerage Operations and New Business Development (Sales)… more
- Wells Fargo (Mclean, VA)
- …work experience, training, military experience, education **Desired Qualifications:** + Brokerage operations experience + Financial services industry experience ... **About this role:** Wells Fargo is seeking a Brokerage Support Assistant in Wealth and Investment Management...+ Experience in cashiering or wire operations + Strong organizational, multi-tasking, and prioritizing skills +… more
- Anywhere Real Estate (La Canada Flintridge, CA)
- The Deal Operations Specialist is responsible for data entry, transaction processing, critical operational and customer support to our Coldwell Banker real ... estate branch offices, leaders and agents. The **Deal Operations Specialist ** is responsible for data entry...homes and one of the largest residential real estate brokerage franchisors, with approximately 2,800 franchise and company owned… more
- Comerica (Farmington Hills, MI)
- Job Description SR FIN OPS SPECIALIST This position serves as a specialist within the Controller function, specifically the Comerica Securities Financial ... Operations team. The role performs internal and external financial...provide guidance to the business. + Ensure compliance with brokerage industry and financial accounting regulations. + Monitor the… more
- Wells Fargo (Charlotte, NC)
- …with you. **About this role:** Wells Fargo seeks a **Senior Institutional Investment Operations Specialist ** for **The Structured Products Group (SPG)** Team in ... need to support our businesses and partners. The **Senior Institutional Investment Operations Specialist ** will work to support complex deals, partner directly… more
- Aston Carter (Airmont, NY)
- Our client, a leading provider of life insurance, is seeking an organized, talented Operations and Administrative Specialist to join their team in Airmont, NY! ... We are seeking a highly organized, detail-oriented, and tech-savvy Operations & Administrative Specialist to join our...the full day. The company is a mid-sized insurance brokerage organization with roughly 10 people in the office… more
- Charles Schwab (Phoenix, AZ)
- …Charles Schwab's CS&S T2 Hotline Support Team - Move Money Asset Transfer Specialist (Financial Asset Transfer Operations Hotline Specialist ) is responsible ... through clients' eyes. As a **Move Money Asset Transfer Specialist ** , you will promote client loyalty by providing...: + 2+ years' experience in client service or operations with brokerage /financial industry preferred. + Handling… more
- First Horizon Bank (Knoxville, TN)
- …serving their customers one opportunity at a time. **Position Overview:** The Operations Process Review Specialist supports multiple business lines by providing ... Knoxville, TN. and/or Memphis, TN. At First Horizon Bank Operations , we are on a mission to deliver a...banking, consumer, small business, wealth and trust management, retail brokerage , capital markets, fixed income, and mortgage banking services.… more
- First Horizon Bank (Charlotte, NC)
- …at serving their customers one opportunity at a time. **Summary:** As a Lockbox Operations Specialist II, you will be responsible for the overall site workflow ... location listed in job posting. At First Horizon Bank Operations , we are on a mission to deliver a...banking, consumer, small business, wealth and trust management, retail brokerage , capital markets, fixed income, and mortgage banking services.… more
- Truist (Atlanta, GA)
- …products and technologies **Preferred Qualifications:** 1. Prior experience in bank or brokerage operations with ability to show increased level of ... or Agency Services Lines of Business within Capital Markets Operations . Major responsibilities include working on core operational tasks...responsibilities 2. Knowledge of brokerage systems and ability to demonstrate thorough knowledge of… more
- Siemens Energy (Orlando, FL)
- …internal requirements in an optimal and efficient manner. The SE US Customs Operations Specialist will facilitate transactional support for US imports and ... exports! This role reports to Head of Customs Operations and will be based in Orlando, FL, Charlotte, NC, Houston, TX! **How You'll Make an Impact** + Managementof… more
- First Horizon Bank (Memphis, TN)
- …the best at serving their customers one opportunity at a time. **Summary:** The ATM Operations Specialist role is responsible for supporting the ATM fleet in the ... location listed in job posting. At First Horizon Bank Operations , we are on a mission to deliver a...banking, consumer, small business, wealth and trust management, retail brokerage , capital markets, fixed income, and mortgage banking services.… more
- Guardian Life (Bethlehem, PA)
- **Overview:** As a Wealth Management Agency Operations Specialist , you will support Guardian Agencies with submitting new business and servicing wealth ... + Partner with General Agencies and Financial Representatives to onboard new brokerage and advisory clients + Process new account opening, funding, and annuity… more
- Anywhere Real Estate (Truckee, CA)
- …of million-dollar-plus homes and one of the largest residential real estate brokerage franchisors, with approximately 2,800 franchise and company owned offices and ... next move through our leading integrated services, which include franchise, brokerage , relocation, and title and settlement businesses, as well as mortgage… more
- S&P Global (Dallas, TX)
- …_Ability to partner with stakeholders across functions, such as Product Management, Operations , Technology, and Sales_ + _Advanced Excel and SQL preferred_ + _Degree ... markets and awareness of current global financial news_ + _Experience in Prime Brokerage , Middle Office preferred_ _Personal impact_ + _High level of initiative and… more
- HSBC (Miami, FL)
- …client base, including advisor-led and Self-Directed via phone and email. The Specialist also supports inquiries from Wealth Centers and internal clients such as ... WRMs (Wealth Relationship Managers), Wealth Operations staff, Compliance and Sales Management. Responsible for receiving and executing domestic and international… more
- Fifth Third Bank, NA (Alexandria, KY)
- …at Fifth Third Bank. GENERAL FUNCTION: The Licensed Investment Support Specialist II provides office management support for registered securities representatives ... to the banking center partners as requested. + Process and follow-up operations duties linked to new/existing accounts, risk management, marketing support, order… more
- Anywhere Real Estate (St. Louis, MO)
- The Client Experience Specialist is a service minded professional who manages all non-licensed aspects of the transaction, from contract to close, to create a ... solve and communicate effectively with agents, clients, third parties and internal operations . As a trusted professional, you provide our agents, homebuyers, and… more
- True Brands (Indianapolis, IN)
- …parties + Ensure FTZ procedures are current and accurately reflect the operations and practices + Continuously evaluate current processes and recommend relevant ... to the trade compliance processes + Perform routine audits of all operations related to customs compliance, including but not limited to customs filings,… more