- Tacoma Community College (Tacoma, WA)
- …WA Job Type: Part Time Job Number: 24-10-TMP #MON Division: Administrative Services Department: Financial Services Opening Date: 04/22/2024 FLSA: Non-Exempt ... For information on Tacoma and the surrounding area: Position Overview The Financial Services intern will assist the Financial Services office with the essential… more
- Pano AI (San Francisco, CA)
- …AI has raised $89M in venture capital funding from Giant Ventures, Liberty Mutual Ventures, Tokio Marine Future Fund , Congruent Ventures, Initialized Capital, ... Role The Customer Success Manager (CSM) at Pano focuses on strategic account management, driving customer adoption, and fostering long-term partnerships to maximize… more
- Tacoma Community College (Tacoma, WA)
- …adhere to ECEAP (Early Childhood Education Assistance Program) Program Standards, Service Plans, and the principles of best practice Essential Functions Organize ... with all members of ECEAP and Puget Sound Educational Services District (PSESD) staff. Work with diverse population and...consumer-directed health plan (CDHP) that has a Health Savings Account . The Limited Purpose FSA is only for dental… more
- Ace Hardware Corporation (Kansas City, MO)
- …than just a slogan- it's at the core of everything we do . It guides the service we provide to our retailers and their communities , who are impacted daily by the ... Humanity, as well as through our employee-sponsored Ace Helpful Fund that provides emergency financial support to our own..."Faces of Ace," working independently to provide superior customer service and the Ace Helpful experience on and off… more
- Ace Hardware Corporation (Woodridge, IL)
- …choice, opportunities to help Children's Miracle Network Hospitals and the Ace Helpful Fund through the Ace Foundation Ace invests in every employee we hire, with ... cookouts, and merchandise sales We bring them to you! Services such as mobile spas, auto maintenance, car wash...are posted? Follow the link below to create an account and set up custom job alerts: Create Job… more
- Jump Trading (Chicago, IL)
- …winning together and unlocking unique individual talent by incenting collaboration and mutual respect. At Jump, research outcomes drive more than superior risk ... design, develop, and deploy technologies that change our world, fund start-ups across industries, and partner with leading global...as well as updates for lease amendments, to appropriately account for all payment obligations included in the lease… more
- Raymond James Financial, Inc. (Memphis, TN)
- …party applications + Answer calls and questions on operational topics and account maintenance. + Contacts internal/external customers including fund companies to ... investment concepts, practices, procedures and industry regulations related to Mutual Funds + Basic mathematical skills including addition, subtraction,… more
- CIBC (New Brunswick, NJ)
- …technical information on Savings, Income, Growth, Index and Managed Portfolio Solutions for various Mutual Fund account types. Open new Mutual Funds ... by recognizing opportunities to promote CIBC investment products and services that help clients achieve their financial goals. You...You will be responding to client inquiries related to mutual fund and fixed term investments and… more
- Lincoln Financial (Omaha, NE)
- …desired . A minimum of 1-4 years of accounting, financial reporting/analysis experience in mutual fund , insurance, or public accounting environment . Mutual ... focus of this position is to ensure the Lincoln Mutual Funds successfully complete all required SEC filings timely...ensure they are filed timely and accurately. . Assures fund administration compliance with the Investment Company Act of… more
- Thrivent Financial (Minneapolis, MN)
- …with various project assignments. + Serve as a resource to internal stakeholders on mutual fund tax issues. + Basic knowledge of functions supported within the ... we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our clients. We… more
- T. Rowe Price (Colorado Springs, CO)
- …contact for inbound participant service requests + Respond to requests for investment, mutual fund , and account information. Resolve complex account ... our participants reach their long-term financial goals through exemplary service , education, and support. Join our team and you...T. Rowe Price offers unparalleled active management products and services . Come join our team and help our clients… more
- T. Rowe Price (Colorado Springs, CO)
- …contact for inbound client service requests. Responding to requests for mutual fund transactions, providing account information, and influencing client ... 2nd / October 6th Role Summary Provides high-quality support to clients with standard service requests on a daily basis. Responsibilities + Serve as the first point… more
- US Bank (Milwaukee, WI)
- …of complex mutual fund transaction requests for mutual fund companies and their shareholders; including new account set ups, purchases, redemptions, ... institutional clients, and broker/dealers regarding transaction requests and specific account information. Analyzes and enters trade cancellations, account … more
- Lincoln Financial (Radnor, PA)
- …(eg "stickers"). * Leading the process for maintaining, updating, and organizing mutual fund registration documents and all exhibits, including complex ... Researching, evaluating and reporting on regulatory matters related to mutual fund registration documents and fund...Required) * 5 - 7+ Years of experience with mutual funds, investment advisers and/or service providers… more
- Boston Mutual Life Insurance (Canton, MA)
- …+ Coordinate and review all municipal tax filings of the company. + Reconcile Guaranty Fund Assessment account and Premium Tax Receivable account on a ... All Boston Mutual employees who interact with our policyholders, our...BML associates embrace the principles of our brand and service philosophy. We are all brand ambassadors. Both our… more
- Deloitte (Mclean, VA)
- Mutual funds-Are you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and ... experience in accounting and taxation to provide tax compliance and consulting services to Investment Management clients. You will conduct day-to-day management of… more
- CIBC (Boston, MA)
- …**How You'll Succeed** + Complete annual 15C questionnaire for our Interval and 40 act mutual fund platforms + Assist in the management of all procedures and ... Business. + You bring 5 - 7 years of Mutual Fund , Private Fund Administration,...our employee's needs; including Medical, Dental, Vision, Health Savings Account , Life Insurance, Disability, and Other Insurance Plans, Paid… more
- CIBC (IL)
- …tax reporting, and board reporting tasks. Act as the Subject Matter Expert on running mutual fund and private funds. **Who You Are** + **You engage with your ... visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What You'll Be Doing** The Sr. Analyst, Fund Administration will be responsible for the review of fund… more
- JPMorgan Chase (Boston, MA)
- …team. As a Global Fund Servicing Account Associate II within the Global Fund Services team, you will get the opportunity to work in a diverse team ... Fund Accounting Operations or related experience in fund services with Bachelor's Degree or equivalent...thorough understanding of the theoretical and technical nature of mutual fund accounting and administration, including basic… more
- Citigroup (Columbus, OH)
- …Tuition reimbursement + Wellness program **Job Family Group:** Operations - Transaction Services **Job Family:** Fund Accounting **Time Type:** Full time ... monitor, implement budgets for our clients, and ensure timely payment of fund expenses. Intermediate Analysts will also review monthly and annual excise… more
