- Creative Financial Staffing (Columbus, OH)
- …accurate and timely reporting in compliance with regulatory requirements. Banking and Investment Management - Oversee bank relationship and treasury management ... activities Tax Compliance - Oversee tax planning and compliance, ensure adherence to local, state, and federal tax regulations. Employee Benefits and Payroll - Oversee payroll bi-weekly and employee benefits including 401(k). Insurance Management- Manage… more
- WSFS Bank (Philadelphia, PA)
- …a broad-based knowledge of investments and portfolio management concepts, experience, and bank resources to deliver investment outcomes to meet or exceed ... of experience in an investment management setting, eg, investment advisory firm, trust department of a bank hedge fund, private investment office, or a… more
- WSFS Bank (Greenville, DE)
- Job Description At WSFS Bank , we empower our Associates to grow their careers, we guide our customers to secure their financial futures, and we actively support our ... Communities so they can fully thriveCareers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, opportunities to advance, and moreWe are… more
- Beacon Hill Staffing Group, LLC (Richmond, VA)
- Our client, a prestigious investment bank , is seeking a temporary Office Coordinator for their office in Richmond, VA for ~4 months!About the Job:Daily stocking ... of snacks, beverages, and other supplies in all break rooms and hospitality areas.Daily loading and unloading of break room dishwashers.Daily cleaning of coffee machines and equipment; Monthly refrigerator cleanouts.Regular stocking of printing and office… more
- Beacon Hill Staffing Group, LLC (New York, NY)
- Innovative Investment Bank located in Midtown, Manhattan is seeking to hire a Temporary-to-Permanent Senior Administrative Assistant to add to their team! This ... position will start ASAP and require 5 days a week on-site from 9am-5pm with availability after-hours as needed; a true 24/7 mindset is required. The Senior Administrative Assistant performs a higher level of support on a variety of administrative functions.… more
- Fidelity TalentSource LLC (Smithfield, RI)
- Job Description: Investment Relationship Manager The RoleThe Financial Institutions Group (FIG) within the Intermediary Investment Client Group (IICG) is seeking ... addition to alternatives expertise, the IRM should possess a strong knowledge of all investment asset classes as well as an understanding of ETFs, SMAs and model… more
- WSFS Bank (Berwyn, PA)
- Job Description At WSFS Bank , we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our ... Communities so they can fully thriveCareers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and moreWe are… more
- WSFS Bank (Berwyn, PA)
- Job Description At WSFS Bank , we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our ... Communities so they can fully thriveCareers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and moreWe are… more
- WSFS Bank (Berwyn, PA)
- Job Description At WSFS Bank , we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our ... Communities so they can fully thriveCareers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and moreWe are… more
- WSFS Bank (Berwyn, PA)
- Job Description At WSFS Bank , we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our ... Communities so they can fully thriveCareers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and moreWe are… more
- WSFS Bank (Greenville, DE)
- Job Description At WSFS Bank , we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our ... Communities so they can fully thriveCareers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and moreWe are… more
- Amerant Bank (Coral Gables, FL)
- …providing operational support and exceptional customer service to the bank 's affiliated broker dealer and registered investment advisor.Responsibilities:Middle ... strict confidentiality of client, firm, and employee information.Process document bank storage.Minimum Education and/or Certifications Requirements:Bachelor's degree in economics,… more
- Amerant Bank (Miramar, FL)
- …monthly reconciliation of General Ledger, Due from accounts, Subsystems, and Investment Portfolio in order to identify items pending for research. ... Responsibilities:Reconciling and balancing bank accounts in order to establish items pending to clear.Research into the accounts to clear items.Follow up on… more
- Creative Financial Staffing (Washington, DC)
- …with policies and procedures Will manage two direct reports responsible for bank reconciliations, investment reconciliations and fixed asset recognition Works ... closely with the Chief Financial Officer on all accounting department matters #INFEB2024 #CBFEB2024#LI-JG1 #INFEB2024#CBFEB2024#LI-JG1 more
- Creative Financial Staffing (Bloomington, MN)
- …the annual audit process The Controller manages the monthly preparation of bank and investment reconciliations Prepare the financial statements for year ... end financial audit Provide leadership in driving continued process efficiencies/automation Prepare all tax reporting requirements on a regular basis The Controller will support additional ad-hoc projects as requested JOB REQUIREMENTS FOR THIS CONTROLLER… more
- Creative Financial Staffing (Minnetonka, MN)
- …the annual audit process The Controller manages the monthly preparation of bank and investment reconciliations Prepare the financial statements for year-end ... financial audit The Controller will support the owners and project managers with ad-hoc reports and any additional requests Job Requirements BS in Finance, or Accountancy, MBA preferred CPA certification is a plus but not required Minimum 7+ years of relevant… more
- Creative Financial Staffing (Branford, CT)
- …OVERVIEW OF THE ROLE: Upload Operating Account monthly cash activity Reconcile Agency bank and investment accounts to monthly statements Prepare monthly journal ... entries and maintain account reconciliations and schedules for Balance Sheet accounts (ie: Prepaid Expenses, Accrued Expenses, Due To/From, etc.) Maintain Fixed Asset schedule and related Depreciation journal entries Reconcile the monthly AMEX statement and… more
- CohnReznick LLP (Jupiter, FL)
- …accounts, and documenting business transactionsPrepare periodic account reconciliations including bank and personal investment accountsMonitor quality, verify ... your peers to solve a client challenge, or volunteering together at the local food bank , there are so many ways to find your "why" at the firm.We believe it's… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …resolve daily operational issues/ problems The Team As part of Fidelity Fund and Investment Operations (FFIO) business unit, the Bank Debt Operations group is ... NH. The Role Performing all tasks associated with the Bank Debt Group including (but not limited to) trade...employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own… more
- Fidelity TalentSource LLC (Boston, MA)
- …at a bank , asset allocator, fund of funds, or other investment platform is preferredYour direct experience with Business Development Companies (BDC), Limited ... RoleStrategic Advisers Advisor Oversight Team partners closely with Fidelity s investment management teams and key stakeholders to identify and mitigate risks… more
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