Custodian Jobs in Austin
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Search Results - Custodian Jobs in Austin
RootN Wealth Management, Inc-Austin
of experience in wealth management, banking, or financial operations.
• Bilingual Proficiency: Professional-level fluency in both Korean and English is highly preferred.
• System Savvy: Proficiency with financial CRM tools(e.g. Wealthbox), custodian platforms...
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COGENT Infotech-Austin
Responsibilities
Corporate Actions
• Validate, reconcile, and process corporate action events across internal systems and external sources (e.g., custodians) to ensure timely, accurate execution and effective exception resolution.
• Manage the full corporate...
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TalentWealth-Austin
Investment & Account Administration
• Assist with the setup and servicing of brokerage, advisory, retirement, trust, and managed accounts
• Process transactions, transfers, contributions, distributions, and required documentation
• Coordinate with custodians...
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RootN Wealth Management, Inc-Austin
of experience in wealth management, banking, or financial operations.
• Bilingual Proficiency: Professional-level fluency in both Korean and English is highly preferred.
• System Savvy: Proficiency with financial CRM tools(e.g. Wealthbox), custodian platforms...
Read more
COGENT Infotech-Austin
Actions
• Validate, reconcile, and process corporate action events across internal systems and external sources (e.g., custodians) to ensure timely, accurate execution and effective exception resolution.
• Manage the full corporate action lifecycle—from...
Read more
TalentWealth-Austin
Investment & Account Administration
• Assist with the setup and servicing of brokerage, advisory, retirement, trust, and managed accounts
• Process transactions, transfers, contributions, distributions, and required documentation
• Coordinate with custodians...
Read more
Socha Capital-Austin
and insurance paperwork across multiple custodians (Schwab preferred).
• Provide exceptional service to high-net-worth clients, addressing inquiries, troubleshooting account issues, and ensuring timely follow-up.
• Execute cashiering, trading support...
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Huckberry-Austin
custodian of our brand voice.
• Leadership: You know what "good" looks like, and you raise the bar.
• You have a history of building and mentoring high-performing teams, fostering a culture of extreme accountability and clear documentation.
Bonus Points...
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workable.com -
Socha Capital-Austin
and insurance paperwork across multiple custodians (Schwab preferred).
• Provide exceptional service to high-net-worth clients, addressing inquiries, troubleshooting account issues, and ensuring timely follow-up.
• Execute cashiering, trading support...
Read more
HHS-Lakeway, 12 mi from Austin
well in a team environment
• Must practice good personal hygiene, be neatly groomed, and be in uniform
• Preferred: Housekeeping experience (cleaning, environmental services, custodian, janitorial, room attendant, floor care technician, hotel...
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