- Guardian Life (Pittsfield, MA)
- The RIA Operations Specialist will serve as the expert on all aspects of our managed account model management and trading platform, as well as all associated ... custody, clearance, and order execution processing. The Operations Specialist will intimately understand how our...as point of contact for customer inquiries from our Investment Advisers, 3rd Party sponsors, and other internal Guardian… more
- Insight Global (Omaha, NE)
- …wealth management and financial advising company is looking to add a Billing Operations Specialist to their Billing team: Responsibilities will include: Ensure ... 2 years of experience in an office setting Experience working with RIA clients Salesforce reporting experience High Proficiency in Excel 401k Experience Accounting… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …and approval of mutual fund trade corrections, review of new business forms for the Registered Investment Advisor and review of 529 College Savings Plan ... + Approves or rejects securities and insurance transactions for the broker-dealer, investment advisor and insurance agency. + Determines whether transactions are… more
- JPMorgan Chase (Columbus, OH)
- …advisors across multiple channels, including Independent Broker Dealer, Wealth Management, and Registered Investment Advisor . + Develop and maintain strong ... range of investment strategies and services. As a Model Portfolio Specialist within the dynamic team at JPMorgan Asset Management in Columbus, Ohio, you… more
- L3Harris (Palm Bay, FL)
- …Palm Bay, FL Job Description: L3Harris is searching for a Senior Specialist Network/Applications Process Engineer to support Operations manufacturing and IT ... increase throughput, reduce defects, and drive success into the Operations organization + Work and perform in parallel with...such as IEC 61131, ANSI B11, NFPA 79, and RIA 15.06 + Experience with writing and developing software… more