The responsibilities include performing various functions for the Trust Department including settlements, check preparation, funds maintenance, reconciliations, deposits, and account openings. Trade Settlements Check preparation Reconciliations Daily Deposits Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to t

Alternate locations Seattle, WA (Washington); Boise, ID (Idaho); Denver, CO (Colorado); Eugene, OR (Oregon); Portland, OR (Oregon); Salem, OR (Oregon); Spokane, WA (Washington); Tacoma, WA (Washington); Yakima, WA (Washington) When you join New York Life Investments, a wholly owned subsidiary of New York Life Insurance Company, you are joining a global investment company

Manage and oversee the forecasting, and long range financial planning processes Develop and maintain complex financial models to support decision making across the organization Analyze financial data to identify trends, risks, and opportunities for growth Collaborate with cross functional teams to ensure alignment of financial plans with strategic objectives Drive improve

Job Title Compliance Officer Investment Bank Compliance Origination & Advisory Capital Markets Corporate Title Vice President Location New York, NY Overview You will provide real time support to Equity Capital Markets (ECM) and Strategic Equity businesses. This support focuses on origination of equity initial public offerings, secondary offerings, convertible bond offerin

The Wealth Planner (Planner) is responsible for delivering financial planning experience to Key Private Bank (KPB) high net worth clients and prospects. The Planner will work closely with KPB Relationship Managers to acquire and deepen relationships by increasing planning engagement with existing clients, and support prospect and Centers of Influence (COI) engagements. Th

The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing investment solutions to new and existing clients while identifying full relationsh

Company Description At H&M, our purpose is to liberate fashion for the many. We want to shape a new world in Fashion. A world with one ultimate goal to unleash your self expression. As an H&M colleague, you're encouraged to be yourself & more. You'll take on new responsibilities from day one, learn skills for life, and find new ways to make your big dreams come true. Our c

The function of the Financial Consultant is to actively manage the investment and insurance relationships within an assigned branch network of the Bank. The consultant shall work with all bank partners to deliver planning services and the appropriate products to bank customers, prospects, personal clientele and to non bank prospects in a given territory. Maintain proficie

The International Rescue Committee (IRC) responds to the world's worst humanitarian crises, helping to restore health, safety, education, economic wellbeing, and power to people devastated by conflict and disaster. Founded in 1933 at the call of Albert Einstein, the IRC is one of the world's largest international humanitarian non governmental organizations (INGO), at work

Bring your ideas. Make history. BNY Mellon offers an exciting array of future forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" 97% of the world's top banks work with us as we lead

Overview Manages financial planning for VNS Health, including senior management reporting, budgeting, and forecast. Manages the administrative support function's financial performance. Delivers value added business analysis and report meaningful financial and operational metrics that lead to insightful, accurate business decisions. Ensures financial plans are aligned with

Establish new accounts within ClientWorks and gather appropriate paperwork for additional account features, account transfers, and compliance required disclosures and logs. Mail or docusign forms to clients as required. Follow all steps of account opening from application to inception, making sure the account is in good order and resolving any issues within the appropriat

Join us on our mission to create a completely new, 100% digital bank that truly serves customers' best interests. We are a close knit and fun loving team of seasoned financial services professionals who came together for the challenge of building a bank from scratch and we are committed to doing it all the right way (from technology infrastructure to modern marketing to c

Accounts Rep IV APPLY Accounts Rep IV Center for Technology Licensing (CTL) Who We Are The Center for Technology Licensing (CTL) is Cornell University's technology transfer office. CTL's mission is to catalyze technology commercialization to develop products and services based on university innovations for societal benefit, and to promote new venture formation and growth

The Global Commercial Finance (GCF) department at Mediabrands is tasked with the financial and commercial management of the global clients which include Johnson & Johnson, Amazon, Nike, ExxonMobil, BMW, Unilever, Sony, American Express, and others. The primary goal of this team is to drive increased global client profitability and revenue across the Mediabrands companies.