- Hastings Mutual Insurance Company (Toledo, OH)
- …claim system of record. Establishes and maintains appropriate case reserves sufficient to fund the payment of the claim once it is resolved, whether through ... participate in the interviewing process are asked to notify the Talent Acquisition Specialist or contact us at ###. Equal Opportunity Employer This employer is… more
- Guidepoint (New York, NY)
- …What You Have: Excellent communicator capable of calling on high-profile clients at hedge funds , mutual funds and private equity. Broad based knowledge of ... conceptualized and hosted by former investment professionals (ie private equity/hedge fund ), sell-side equity research analysts, and industry professionals. This is… more
- Talent Software Services (Chandler, AZ)
- … is responsible for ensuring the accurate and timely processing of all mutual fund dividend distributions and reinvestments for their assigned mutual ... Operations Specialist (Level III) Job Description: As part of...preferred. Knowledge of commonly used concepts, practices, and procedures within the mutual fund industry is a… more
- Tacoma Community College (Tacoma, WA)
- …the diversity of our community Position Summary The Family Support Specialist (FSS) maintains an outreach, recruitment, and enrollment process year-round. The ... graduate or equivalent. Experience working as a Family Support Specialist at an ECEAP or Head Start site, or...of January 1 of the plan year that FSA funds are made available. This card is issued by… more
- Chicago Public Schools (Chicago, IL)
- …to the Manager of Career Connected Pathways, the Career Connected Pathway Specialist is responsible for implementing targeted strategies that prepare students to ... the school to implement high-quality CTE. The Career Pathway Specialist is based at the school and acts as...business operations administrators) to monitor purchase orders and ensure funds are used in a timely and appropriate manner… more
- Morgan Stanley (Chicago, IL)
- …services products, including but not limited to equities, bonds, options, mutual funds , annuities, insurance, and managed accounts *Technically proficient ... 65 (RA) required *Complete and maintain internal Financial Planning Specialist designation requirements *Willingness to obtain Certified Financial Planner (CFP)… more
- US Bank (Milwaukee, WI)
- …One. **Job Description** Responsible for the analysis and processing of a variety of complex mutual fund transaction requests for mutual fund companies ... rebooking trades due to pricing errors. Processes conversions, de-conversions and fund liquidations. Researches shareholder requests to ensure compliance with SEC,… more
- KeyBank (Brooklyn, OH)
- … companies and LOB on any return of or processing of any mutual fund 12B-1 fees received. The Lead Specialist is responsible for processing all Mutual ... via Fund /SERV from outside participants. The Lead Specialist ensures settlement for EB funds is... will handle the transaction processing for any shadowed mutual funds and is responsible for monthly/quarterly… more
- Lincoln Financial (Omaha, NE)
- …regulatory filings. The focus of this position is to ensure the Lincoln Mutual Funds successfully complete all required SEC filings timely and accurately. ... desired . A minimum of 1-4 years of accounting, financial reporting/analysis experience in mutual fund , insurance, or public accounting environment . Mutual … more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …best practices through ongoing education, attending conferences, and reading specialist media. **Knowledge of:** + Advanced concepts, practices and procedures ... of project analysis and project management. + Investment concepts, practices and procedures used in the securities industry. + Functional, operational and technical requirements of all systems used by assigned functional area(s). + Concepts of risk management,… more
- Janus Henderson Investors (Denver, CO)
- …to prioritize and balance multiple tasks simultaneously + Extensive knowledge of mutual fund industry and multiple transaction types including negotiability ... rules and other legal and company requirements + MS Word and MS PowerPoint expertise + Proven leadership skills within the business area + Ability to work 40-hour work week, Monday through Friday 7 am - 4pm with occasional mandatory overtime. Nice to have… more
- Bank of America (Pennington, NJ)
- …trade corrections, manual trade exceptions and other financial transactions in support of Mutual Fund Trading, including offshore funds . The incumbent will ... + Mentoring + Research + Result Orientation **Line of Business Job Description:** The Funds Trade Support Sr. Specialist will be responsible for handling… more
- Lincoln Financial (Radnor, PA)
- …of financial operations for the insurance company separate accounts and LVIP Trust mutual fund complex. Specifically, you will be responsible for placing trades ... LVIP transfer agency oversight. **What you'll be doing** As Fund Administration and Operations - Specialist you...and accounting functions related to variable separate accounts. * Mutual fund transfer agency functions, in both… more
- City National Bank (Los Angeles, CA)
- …Bank and SEI Private Trust Company for such transactions as Corporate Actions, Mutual Fund Trades, Trust Settlements and Asset transfers. Additionally, can ... responded to. * Resolves problems and discrepancies related to mutual fund transactions, including but not limited...but not limited to incoming and outgoing transfers of mutual funds . * Coordinates with Account Officers,… more
- JPMorgan Chase (New York, NY)
- …Group (GFG) advisors and clients across all Core, Advisory, Separately Managed Accounts (SMAs), mutual funds (JPM and 3rd party) as well as solutions with fixed ... estates, loans, mortgages and deposits. As a Fixed Income Specialist within the Global Products and Solutions Group, you...and proactive disposition + Experience with managed accounts, SMAs, mutual funds , active and passive managers +… more
- PNC (Philadelphia, PA)
- … fund commentary * Leadership & training of co-workers * Experience with mutual funds , CIT's or other investments used by Defined Contribution plans * ... contribute to the company's success. As an Investment Manager/Portfolio Research Specialist - Defined Contribution Plans within PNC's Asset Management Group… more
- Festival Foods (WI)
- …extensive associate benefits and programs. Job Summary Job Title: Retail Strategy Specialist Reports To: Director of Business Analytics The Retail Strategy ... Specialist supports the day-to-day implementation and execution of strategic...are paid weekly, providing more frequent access to their funds . Part-time store associates are paid a $1 premium… more
- Festival Foods (WI)
- …extensive associate benefits and programs. Job Summary Job Title: Asset Protection Specialist Reports To: Field Operations Manager Reporting to the Field Operations ... Manager, the Asset Protection Specialist is primarily responsible for preventing financial loss caused...are paid weekly, providing more frequent access to their funds . Part-time store associates are paid a $1 premium… more
- Festival Foods (WI)
- …our extensive associate benefits and programs. Job Summary Job Title: Food Safety Specialist Reports To: Food Safety Manager Reporting to the Food Safety Manager, t ... he Food Safety Specialist is responsible for ensuring compliance in accordance to...are paid weekly, providing more frequent access to their funds . Part-time store associates are paid a $1 premium… more
- Festival Foods (WI)
- …extensive associate benefits and programs. Job Summary Job Title: Accounts Receivable Specialist II Reports To: Accounting Operations Manager Under the direction of ... the Accounting Operations Manager, the Accounts Receivable Specialist II is responsible for performing accounting-related projects and responsibilities while… more