- Are you looking for an opportunity to be part of a dynamic team that plays a critical role in ensuring regulatory compliance and accurate tax reporting? Our U.S. Tax Operations team is responsible for managing all tax reporting obligations for the firm’s Wealth Management and Institutional clients, ensuring strict adherence to IRS regulations. As part of the Gain & Loss department, you will contribute to maintaining cost basis records and providing GAre you looking for an opportunity to be part of a dynamic team that plays a critical role in ensuring regulatory compliance and accurate tax reporting? Our U.S. Tax Operations team is responsible for managing all tax reporting obligations for the firm’s Wealth Management and Institutional clients, ensuring strict adherence to IRS regulations. As part of the Gain & Loss department, you will contribute to maintaining cost basis records and providing G
- Are you looking for an exciting opportunity in Fixed Income and Precious Metals operations? Our Fixed Income and Service team (FITSS) provides direct operational and client service support across the full trade lifecycle, working closely with financial advisors, trading desks, and sales teams. As a FITSS Associate, you’ll play a critical role in managing order exceptions, trade adjustments, reconciliations, and Precious Metals operations. You'll alsoAre you looking for an exciting opportunity in Fixed Income and Precious Metals operations? Our Fixed Income and Service team (FITSS) provides direct operational and client service support across the full trade lifecycle, working closely with financial advisors, trading desks, and sales teams. As a FITSS Associate, you’ll play a critical role in managing order exceptions, trade adjustments, reconciliations, and Precious Metals operations. You'll also
- Beneficiary Services is a specialized team within E*TRADE from company's designed to assist with the processing of client accounts during the Inheritance process. The Beneficiary Services Specialist will be responsible for managing the transition of assets for individual clients by serving as a Subject Matter Expert for E*TRADE from company's Wealth Management Clients, Financial Advisors, Client Service Associates and/or Branch Management to facilitate inhBeneficiary Services is a specialized team within E*TRADE from company's designed to assist with the processing of client accounts during the Inheritance process. The Beneficiary Services Specialist will be responsible for managing the transition of assets for individual clients by serving as a Subject Matter Expert for E*TRADE from company's Wealth Management Clients, Financial Advisors, Client Service Associates and/or Branch Management to facilitate inh
- Randstad is looking for Operations Processor in Salt Lake City, UT.This role involves handling foreign currency in a bank vault, requiring cash handling experience, good data entry skills, and attention to detail. The position is repetitive, with tasks like counting, bagging, and shipping currency, using computer systems and 10-key for order processing. Candidates must be comfortable with physical work, lifting up to 50 lbs, and working in a fast-paced, moRandstad is looking for Operations Processor in Salt Lake City, UT.This role involves handling foreign currency in a bank vault, requiring cash handling experience, good data entry skills, and attention to detail. The position is repetitive, with tasks like counting, bagging, and shipping currency, using computer systems and 10-key for order processing. Candidates must be comfortable with physical work, lifting up to 50 lbs, and working in a fast-paced, mo
- Are you a compassionate and detail-oriented professional who thrives on providing exceptional client support? We’re looking for an Inheritance Client Support Specialist to guide clients through the inheritance process with empathy, transparency, and world-class service. In this role, you’ll provide one-on-one client support, proactively communicate via phone and email, and ensure all service requests are processed efficiently. You’ll alsoAre you a compassionate and detail-oriented professional who thrives on providing exceptional client support? We’re looking for an Inheritance Client Support Specialist to guide clients through the inheritance process with empathy, transparency, and world-class service. In this role, you’ll provide one-on-one client support, proactively communicate via phone and email, and ensure all service requests are processed efficiently. You’ll also
