Mutual Fund Jobs
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Search Results - Mutual Fund Jobs
Royal City Recruitment-Guelph-talentnest.com-
Title: Associate Financial Advisor- Mutual Fund Investment Specialist
Employment type: Full Time
Work Model: Hybrid
Salary Range: $75,000- $85,000 + commissions
The Associate Financial Advisor plays a key role in supporting and developing agency...
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2 similar jobs: Ontario, Waterloo
Harrison Gray Search-Chicago-
Summary
Harrison Gray Search has partnered with a firm seeking a Fund Administration Analyst to join its highly motivated and innovative Fund Administration and Analysis Team. Candidates without direct ETF, mutual fund, or fund accounting...
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Jobot-Sarasota-
such as tax credit calculations and limitations, mutual fund reporting, and the new TCJA rules for international tax.
Responsibilities:
• Research and interpret Outbound International Tax laws and regulations for planning and compliance.
• Maximize benefits...
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Major, Lindsey & Africa-Boston-
respected financial services institution.
Experience: Eight or more years’ experience advising mutual funds, exchange-traded funds (ETFs), or investment management clients acquired in a top law firm and/or in-house environment.
Location: The client is open...
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Randstad-Milwaukee-randstadusa.com-
Processes new accounts, purchases, redemptions, exchanges, and account maintenance.
• Processes change requests to meet critical deadlines.
Skills
• Mutual Fund Accounting
• Verbal Communication
• Responsiveness
Qualifications
• Years of experience: 2...
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Russell Tobin-Milwaukee-
the Role
Education requirements: Two to four years post high school education or equivalent work experience. Possible chance for conversion.
Process a variety of complex client/shareholder mutual fund transactions, including new account set ups, purchases...
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The Trust Company of Kansas-Wichita-
and employee benefit accounts.
• Responsible for processing dividend income from mutual fund custodian.
• Process Certificate of Deposit purchases and renewals to client accounts.
• Review and approve bank wires and ACH batches.
• Ensure daily processing...
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Softworld, a Kelly Company-Manhattan (NY)-
in a client-facing or operations role (examples include Mutual Fund Operations, Wealth Management Client Services, or Investment Operations Support)
• Basic understanding of financial instruments (mutual funds, equities, fixed income) and investment management...
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Russell Tobin-Milwaukee-
to investors/partners.
• Prepare mutual fund taxable income calculations, including book-to-tax differences for fiscal and excise tax purposes, in addition (i.e. wash sales, 1256 adjustments, 988 adjustments, PFIC adjustments and others) and arrive at taxable...
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Capital Group-Irvine-mindmatch.ai-
from shareholders, financial professionals, and internal colleagues. Youll help callers feel comfortable and supported while theyre making significant financial decisions. Youll relay complex, ever-changing information about mutual funds and financial...
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First Command Financial Services, Inc.-Fort Worth-
for managed, brokerage, and direct at fund accounts.
• Fulfill Client and Advisor requests to establish, service and support mutual fund, brokerage, and annuity business, within departmental guidelines for quality and productivity.
• Review incoming client...
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Fidelity-Tampa-mindmatch.ai-
Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
The Expertise Were Looking For Series 7 required
Series 63 preferred (paid training & support provided)
2. 3 years...
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Russell Tobin-Milwaukee-
mutual fund taxable income calculations, including book-to-tax differences for fiscal and excise tax purposes, in addition (i.e. wash sales, 1256 adjustments, 988 adjustments, PFIC adjustments and others) and arrive at taxable income for hedge funds...
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D.A. Davidson-Medford (OR)-mindmatch.ai-
State Law Exam (Series 66 [or Series 63/65]) or the ability to obtain licensing is required.
Significant knowledge of the securities industry, its operations and products to include stocks, bonds, margin accounts, options, mutual funds, annuities...
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Charles Schwab-Houston-
of retirement and benefit plan industry trends, ongoing regulatory and legislative processes impacting the client base and ERISA related regulations.
• Thorough knowledge of investment products and platforms including passive and active Mutual Funds, ETFs, CTFs...
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2 similar jobs: Dallas, San Antonio
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