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Reposted 8 Hours AgoSaved
In-Office
2 Locations
Junior
Junior
Fintech • Payments • Financial Services
The role involves managing estate settlements, preparing tax documents, assisting clients, and ensuring compliance with regulations. Collaboration and proactive problem-solving are essential.
Top Skills: MS Office
Reposted 8 Hours AgoSaved
In-Office
2 Locations
Junior
Junior
Fintech • Payments • Financial Services
The role involves processing daily transfers, managing escalated situations, and providing operational support in a collaborative, client-focused environment.
Top Skills: CdsDataphileDtccFundservMS Office
Reposted 8 Hours AgoSaved
In-Office
2 Locations
Junior
Junior
Fintech • Payments • Financial Services
The role involves processing registered plan requests, ensuring compliance with regulations, conducting audits, and collaborating with client account teams. Strong client service orientation and organizational skills are essential.
Top Skills: MS Office
Reposted 8 Hours AgoSaved
In-Office
2 Locations
Mid level
Mid level
Fintech • Payments • Financial Services
The Bilingual Estates Administrator manages estate settlements and tax reporting, collaborates with teams, and maintains client-focused service excellence.
Top Skills: DataphileMS Office
Reposted 8 Hours AgoSaved
In-Office
2 Locations
Junior
Junior
Fintech • Payments • Financial Services
The Bilingual Reconciliations Administrator completes reconciliations and reporting for various business lines, ensuring all exceptions are reviewed and resolved according to internal and regulatory deadlines, while collaborating with internal and external teams.
Top Skills: AccessExcel
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Reposted 8 Hours AgoSaved
In-Office
2 Locations
Junior
Junior
Fintech • Payments • Financial Services
The Bilingual Transfers Administrator processes transfer requests, manages the transfers mailbox, tracks transfer status, and provides operational support while collaborating with the team to achieve goals.
Top Skills: CdsDataphileDtccFundservMS Office
Reposted 8 Hours AgoSaved
In-Office
2 Locations
Junior
Junior
Fintech • Payments • Financial Services
The role involves performing reconciliations and producing reports within deadlines, identifying exceptions, and collaborating with internal and external teams to resolve issues.
Top Skills: AccessDataphileExcelFundcom
Reposted YesterdaySaved
In-Office
3 Locations
Mid level
Mid level
Fintech • Payments • Financial Services
The Learning & Development Specialist will facilitate training programs, design new initiatives, assess training needs, and improve learning effectiveness.
Top Skills: Adobe Creative CloudAuthoring Tools (ArticulateCaptivate)Content/Video Editing Tools (VyondLearning Management SystemsOffice 365Photoshop)Video Conferencing Platforms (Ms TeamsZoom)
Reposted YesterdaySaved
In-Office
2 Locations
Junior
Junior
Fintech • Payments • Financial Services
The Settlements Administrator supports trade transactions in the securities industry, ensuring timely settlement and accuracy. Responsibilities include balancing reports, interacting with brokers, and maintaining trade records.
Top Skills: CdsDataphileDtcExcelMS Office
2 Days AgoSaved
In-Office
2 Locations
Senior level
Senior level
Fintech • Payments • Financial Services
The Senior Treasury Analyst will manage treasury operations including cash management, reporting, modeling, and investment compliance while collaborating with stakeholders.
Top Skills: AccpacBloomberg TerminalExcel
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