Investment Operations Assistant Jobs

1000+ jobs

Network Office Investment Operations Assistant at Northwestern Mutual - Twin Cities General Responsibilities The responsibilities of the Network Office Investment Operations Assistant are to process investment related requests in NetX360, process direct-to-fund trades per information provided by registered representatives and to document these transactions for supervisory review. Additionally, ...

The position’s primary function is to leverage the professional’s time by performing administrative duties related to the scope of the professional’s responsibilities. The individual will be the “right hand” to the managers to assist with schedule coordination, gathering/researching materials for meetings, expense reporting, coordinate domestic and global travel, etc. Additionally, the position wi...

Description The position’s primary function is to leverage the professional’s time by performing administrative duties related to the scope of the professional’s responsibilities. The individual will be the “right hand” to the managers to assist with schedule coordination, gathering/researching materials for meetings, expense reporting, coordinate domestic and global travel, etc. Additionally, th...

Company Confidential
INVESTMENT OPERATIONS AUDITOR Position Summit Financial Resources, Inc., a leading financial planning and wealth management firm, is seeking an Investment Operations Auditor to join the support team of a leading advisor. Duties · Processing of daily investment model trades/Auditing of transactions and fee payments. · Managing the daily fee & transaction reports and working with the accounting...

For over 150 years, PNC has grown into one of America's most respected banks, because we're committed to helping customers and employees reach their goals. You can depend on PNC to provide the training you need, along with an inclusive culture that recognizes your talent, values diversity and cares about social responsibility. Working with us means having an opportunity you can feel good about, wi...

Team Overview The purpose of the Fund Services Team is to act as the interface between the funds' investment professionals, investors, and external contacts, such as accounting outsource providers, auditors, tax professionals, and third party distributors, etc. for BlackRock’s private equity funds platform. The Fund Services Team currently concentrates on supporting all aspects of Private Equity ...

CoreCap Investments, Inc. is a mid-sized independent broker-dealer located in the Detroit suburbs with an affiliated federally-registered investment advisor. We are seeking both a full time and part time Operations Assistant in our Southfield location. OPERATIONS ASSISTANT SUMMARY: Responsible for performing Operations Assistant type responsibilities in a growing broker-dealer and investment adv...

Coordinator of Life Operations & Assistant to the Director of Financial Planning CoordinateLife Operations · Run ledgers and proposals · Schedule & follow-up on medical exams · Process all Life, Disability & Long-Term Care Applications · Oversee all underwriting · Handle all service requests for Life, DI, LTC, etc. · Follow-up on late pays · Prepare all basic reviews · Maintain current an...

Premier Investment Management Firm is seeking an enthusiastic and experienced Executive Assistant to provide support to a dynamic Private Equity team. In this position, your exceptional interpersonal and communication skills will be integral as you handle heavy calendar management, book domestic and international travel and make various project-related contributions vital to the success of the fir...

Overview Investment Assistant I in Pawtucket, RIRBS Citizens Financial Group, Inc Branch PawtucketRIUS Position:Investment Assistant ILocation:Pawtucket, RI Financial Consultants (1-3) to maximize revenue production by conducting marketing activities, serving as the primary liaison between Operations and the… The key responsibilities of this position are to work closely with the assigned Fina...

Internationally-recognized Creative Business Entrepreneur based in New York City has an immediate need for an Executive/Personal Assistant. In this position, you will support a business mogul whose exceptional business acumen and forward-thinking approach are highly regarded in the industry. This executive is incredibly influential, and currently seeking an Executive/Personal Assistant who underst...

Legal - Assistant General Counsel, Corporate & Investment Bank Regulatory Lawyer, VP-150016117 Job Description Assistant General Counsel – Corporate & Investment Bank Regulatory Lawyer JPMorgan Chase & Co. (NYSE: JPM)is a leading global financial services firm with assets of $2 trillion and operations in more than 60 countries. The firm is a leader in investment banking, financial services for ...

Responsibilities Citizens Securities, Inc. is honored to be a high quality provider in the investment services industry and is focused on growing our market share in the states we currently operate. Work closely with the assigned Financial Consultants (1-3) to maximize revenue production by conducting marketing activities Serve as the primary liaison between Operations and the Phonebank Prompt...

Orion Capital is the fully global internal trade arm for Interpublic (NYSE:IPG), a $43 billion operation with over 40,000 people operating in 130 countries. As a division of Mediabrands, Orion Capital is responsible for making capital investments and annual trade commitments in all types of media, including TV, Radio, Print, OOH and Digital on behalf of sister agencies and their clients. ORION Ca...

As a Sales Assistant for PNC Investments, you will be part of a successful organization. PNC Investments is a specialized subsidiary of PNC Bank, and provides products and services for individuals interested in investing, college planning, or retirement planning. Sales Assistants serve as a critical link between our Financial Advisors and PNC Investments clients, providing general administrative o...

Administrative Assistant II-Investment Banking Memphis-1502293 Description Job Summary: Under limited supervision, uses intermediate skills obtained through experience and training to provide a wide variety of administrative and staff support services to a manager or group of managers within an assigned functional area. May assist in training others. Follows established procedures to perform ro...

Administrative Assistant III, Investment Banking, Portland Location: US-OR-Portland Employment Type: Full-Time REQ #: 8299BR Job Description ABOUT KEY: Cleveland-based KeyCorp is one of the nation's largest bank-based financial services companies, with assets of approximately $92.9 billion. Key companies provide investment management, retail and commercial banking, consumer finance, and invest...

Administrative Assistant III, Investment Banking, New York Location: US-NY-New York Employment Type: Full-Time REQ #: 8357BR Job Description ABOUT KEY: Cleveland-based KeyCorp is one of the nation's largest bank-based financial services companies, with assets of approximately $92.9 billion. Key companies provide investment management, retail and commercial banking, consumer finance, and invest...

AGC - Litigation Attorney - Corporate and Investment Bank JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2 trillion and operations in more than 60 countries. The firm is a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset management, and private equity. The L...

Responsibilities Work closely with the assigned Financial Consultants (1-3) to maximize revenue production by conducting marketing activities, serving as the primary liaison between Operations and the Phonebank, promptly responding to all client service requests, scheduling appointments for assigned Financial Consultants, preparing for Audits, and adhering to all FINRA, CCOIS, Citizens Bank and...