- KeyBank (Brooklyn, OH)
- …or outside of these hours, per business needs. **POSITION SUMMARY** The Mutual Funds Receipts & Distributions Senior Specialist supports Key Private Bank ... on the Global Plus system. The Senior Specialist is responsible for Mutual Fund...trust and custody accounts. Analyze financial statements to identify mutual funds involved and proper cost basis… more
- Vanguard (Wayne, PA)
- …+ Oversees and reviews tax treaty documentation and filing processes related to mutual funds , trusts, etc. + Monitors cross-border taxation and international tax ... advice and guidance communicated to the business related to funds and other initiatives. + Supports the development of...organization, and everyone shares accountability for our progress-from our senior leaders who lay the foundation and set the… more
- Edward Jones (Tempe, AZ)
- …Networking & Product Support department. The team is responsible for 529 Operations, Mutual Fund Invoicing, Workplace Retirement Operations, and Contracts with ... Mutual Fund Product Partners. The team regularly collaborates across departments...products across the firm. **What You'll Do:** As a Senior Technical Specialist on the team, you… more
- City National Bank (Newark, DE)
- *INVESTMENT OPERATIONS SECURITIES SPECIALIST SENIOR * WHAT IS THE OPPORTUNITY? The Senior Securities Specialist will support responsibilities assigned to ... Private Trust Company for such transactions as Corporate Actions, Mutual Fund Trades, Trust Settlements and Asset...but not limited to incoming and outgoing transfers of mutual funds . * Coordinates with Account Officers,… 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 issues + ... to join us and grow your career with us. Role Summary As a Senior Sales Specialist , you will play an integral role in the success of our organization. You… more
- JPMorgan Chase (Columbus, OH)
- …a global leader in investment and wealth management. **Job Summary:** As an SBL Senior Specialist in Wealth Management Operations, you will support JP Morgan ... on client applications for credit products secured by securities like equities, mutual funds , and fixed income. **Job Responsibilities:** + Analyze, structure,… more
- RD Barnett PLLC (Seattle, WA)
- Join the RD Barnett Team as a Tax Senior ! At RD Barnett, we're on the hunt for a rockstar Tax Senior who's ready to dive into the thrilling world of tax ... that are rooted in trust and transparency. We're all about genuine connections and mutual respect, creating a culture where we lift each other up and celebrate our… more
- Vanguard (Malvern, PA)
- …where you'll advance proactive narratives in support of Vanguard's world-class lineup of mutual funds and ETFs. Join the mission-oriented crew at Vanguard where ... lifts our entire organization, and everyone shares accountability for our progress-from our senior leaders who lay the foundation and set the example for inclusive… more
- JPMorgan Chase (New York, NY)
- …views. You will be a global fixed income expert across all Core, Advisory, SMAs, mutual funds (JPM and 3rd party where offered) as well as those solutions ... estates, loans, mortgages and deposits. As a Fixed Income Specialist within the Market Strategy Group, you will work...global fixed income expert across all Core, Advisory, SMAs, mutual funds (JPM and 3rd party where… more
- City of Lakeland (Lakeland, FL)
- HR Specialist or HR Analyst - Employee Engagement and...457 Plan: A voluntary plan that is invested in mutual funds . The Employees' Pension Board performs ... the due diligence on the mutual funds . Employees may reallocate their account at any time. Maximum contribution for 2025 is $23,500; employees age 50 or older… more