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Reposted 11 Days AgoSaved
In-Office
2 Locations
Senior level
Senior level
Fintech • Payments • Financial Services
The Project Manager will oversee enterprise-wide integration projects, ensuring compliance, resource planning, and effective project delivery while promoting best practices.
Top Skills: AgileCapital MarketsFinancial RegulationsHybridProject AccountingProject ManagementWaterfall
13 Days AgoSaved
In-Office
2 Locations
Junior
Junior
Fintech • Payments • Financial Services
The New Accounts Administrator processes new and fee-based accounts, ensuring compliance with regulations while supporting operational efficiency in a collaborative environment.
Top Skills: Dataphile
15 Days AgoSaved
In-Office
2 Locations
Senior level
Senior level
Fintech • Payments • Financial Services
The Portfolio Manager manages discretionary investment solutions, oversees trades, contributes to investment strategies, and enhances advisor collaborations. Responsibilities include compliance reporting, client presentations, and team support.
Top Skills: BloombergDataphileJavaMS OfficePower BIPythonRefinitivWealth360
16 Days AgoSaved
In-Office
2 Locations
Senior level
Senior level
Fintech • Payments • Financial Services
The Payroll & Reconciliations Specialist manages year-end reconciliations, audits, payroll processing, employee benefits, and compliance with payroll legislation.
Top Skills: Adp WfnExcelWord
16 Days AgoSaved
In-Office
2 Locations
Senior level
Senior level
Fintech • Payments • Financial Services
The National Vice President, Priority Clients leads a team to service HNW/UHNW clients, managing relationships and driving business development initiatives.
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17 Days AgoSaved
In-Office
2 Locations
Junior
Junior
Fintech • Payments • Financial Services
The Transfers Administrator processes transfer requests, monitors inquiries, provides operational support, and collaborates across departments to meet service levels.
Top Skills: Dataphile
17 Days AgoSaved
In-Office
2 Locations
Junior
Junior
Fintech • Payments • Financial Services
The Transfers Administrator will process transfer requests, monitor communications, provide operational support, and assist in special projects within the Transfers team.
Top Skills: Dataphile
18 Days AgoSaved
In-Office
2 Locations
Senior level
Senior level
Fintech • Payments • Financial Services
The Relationship Manager at Aviso Wealth is responsible for managing partner relationships, ensuring service excellence, resolving operational issues, and supporting project implementation within the financial services sector.
Top Skills: AccessExcelMs WordOutlookPowerPoint
Reposted 20 Days AgoSaved
In-Office
2 Locations
Junior
Junior
Fintech • Payments • Financial Services
The Bilingual Trade Services Administrator processes mutual fund trades and GIC transactions, resolves issues, and ensures compliance with regulations.
Top Skills: Capital MarketsDataphileExcelFundservMS Office
22 Days AgoSaved
In-Office
3 Locations
Mid level
Mid level
Fintech • Payments • Financial Services
The Knowledge Management Specialist manages the knowledge database for customer service, develops documentation, collaborates with teams, and evaluates knowledge management initiatives.
Top Skills: Adobe Creative CloudKnowledge Management TechnologyLearning Management SystemsOffice 365PhotoshopVyond
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