May Include Verify, allocate, post and reconcile accounts payable and receivable Reconciling account balances and bank statements Maintaining the general ledger including journal entries, accruals and completing month end close Analyze financial information and summarize financial status Review and recommend modifications to accounting systems and procedures Assist in budg

Partner with Wealth Advisors and Trust Officers to provide service and support functions such as portfolio analysis, account creation and maintenance, and client/prospect meeting preparation. Educate clients on account services and capabilities (e.g., how to read statements/confirms, how to use Online Services, paperless options, etc.). In partnership with Wealth Advisors

The Trust Compliance Officer is responsible for supporting the Chief Compliance Officer of Trust who is charged with providing adequate policies, processes, and systems to manage the compliance risks associated with trust and asset management services. The Trust Compliance Officer is primarily responsible for the periodic review of controls, policies, and procedures. Posi

Hybrid Wholesaler Job Location(s) US CA Los Angeles | US MA Boston Job ID 2024 1924 Category Sales/Business Development & Marketing Department Private Client Group Type Regular Full Time Position Summary This Hybrid Wholesaler within the RIA channel is responsible for driving sales and growth in assigned regions. This position plays a critical role in achieving asset grow

Performing comprehensive and in depth company and industry research while incorporating the team's valuation discipline to identify attractive investment opportunities using internal, sell side, and other external information sources. A component of this job would involve facets of portfolio management and portfolio operations in onboarding client accounts using the firm'

Responsible for supporting the investor relations efforts to broaden and deepen the investment community's understanding of Charter's fundamental growth opportunities and strategies. Key duties include managing Charter's investor relations website, monitoring peer company performance and industry developments, and supporting the quarterly results reporting process. MAJOR

The Commercial Portfolio Manager is responsible for supporting a middle market banking team with client portfolio management including tracking, collecting & monitoring financial data, covenant testing, Term Loan Review preparation and corresponding with clients and outside counsel as appropriate. Regularly interacts with internal Commercial Relationship Managers & Credit

Your Future Team VWG Located in Tysons Corner, VA, VWG Wealth Management delivers planning driven, custom investment solutions for high net worth individuals. Our team provides sound financial advice, with an emphasis on proactive goal setting, to ensure our clients live their lives to their fullest. Voted Best Places to Work by Washington Business Journal for 4 consecuti

Your Future Team Vigilant Wealth Management is a private wealth management firm focusing on progressive investment and wealth planning solutions that are tailored to the unique needs of each client. We guide our clients in managing their wealth in such a way that it helps positively impact their lives and the lives of future generations. Investment Style We are looking fo

Welcome! You made it to the job description page! At Members 1st, we look for individuals who will show up as their whole self because we value diversity, inclusion, and belonging, as well as people who believe in the philosophy of, WE> me. To be sure you align with our company mission, vision, values and culture reference the information below. Company Culture is at Our

financial services, account management, customer service, securities

Analyst, Portfolio Management Overview NISA Investment Advisors, LLC (NISA) offers customized investment solutions for tax exempt and taxable institutional clients. NISA manages over $288 billion in fixed income and equity securities and over $238 billion in derivative notional value. We seek bright, motivated individuals who can contribute to our growing team of professi

At AAM, the POWER is in our people. We believe that an equitable and inclusive workplace benefits everyone and that the diversity of our Associates drives creativity and innovation. Our global team of associates is made of dreamers, doers and innovators who are Bringing the Future Faster by Delivering POWER for a safer, brighter and more sustainable tomorrow. As a member

Join Macquarie Group Foundation as an Investment Manager to become part of its growing Social Impact Investment team. You will develop and implement key infrastructure, systems, and processes to manage the growing social impact investment portfolio. At Macquarie, we are working to create lasting value for our communities, our clients and our people. We are a global financ

International Financial and Regulatory Compliance Intern (Master's Students) Job Location US Remote | US VA Arlington Job ID 13020 Job Location United States Category Finance/Accounting Overview Work for a first class institution that is innovative, multi dimensional, and dynamic by joining AIR as an International Financial and Regulatory Compliance Intern. We hire talent