Capital Markets Operations Specialist
2 weeks ago
Capital Markets Operations Specialist
Job Function:Builds New Securities and inputs all trades activity for Capital Market Group and third-party trades.Compiles all safekeeping charges and submits bills to safekeeping customers or charged to the appropriate accounts. Monthly balances all securities assets with upstream depositories.
Essential Duties and Responsibilities:
- Build new securities on FIS Intrader system.
- Update security information on Intrader, as new information becomes available.
- Input all trading activity on purchase/sale transactions from Capital Markets.
- Input all third party trades for safekeeping which includes purchases and/or sales.
- Upload and edit all information regarding municipal securities for calls and bond ratings.
- Process monthly, quarterly and annual analysis totals for all correspondent DDA accounts; including third-party trades, and sub-accounting activity.
- Prepare client billing.
- Generate forms for safekeeping, including receipts and maturity notices.
- Establishes new client accounts for Capital Markets.
- Update address and account changes for Capital Market Group clients.
- Confirm trades with Goldman Sach's Money Market fund and performing weekly reconciliation.
- Attends work regularly and consistently to ensure appropriate staffing needs are met in the department and the organization, and needs are met in a timely fashion.
- Other tasks as assigned from time to time by supervisor or other member of management.
- High School Diploma required
- Associate Degree preferred
- Prior securities experience preferred
- Accounting experience preferred
- Superior communications skills, with the ability to communicate effectively and professionally at all levels of the organization
- Exhibits a high degree of professionalism
- Maintain high degree of confidentiality and integrity
- Excellent follow through and time management skills
- Strong attention to details
- Excellent organizational skills
- Must exhibit good business acumen
- Ability to multi-task and problems solve
- Proficient in Microsoft Office applications (i.e. Word, Excel, Outlook)
- Must possess a can-do customer-service attitude/philosophy
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
-
Director Marketing Communications
3 days ago
Leawood, United States TechAccel LLC (Technology Acceleration Partners) Full timeTechnology Acceleration Partners (TechAccel, LLC) is a private capital firm that invests in, acquires, and advances early-stage, disruptive technologies in the agriculture and human health sectors. TechAccel is headquartered in Leawood, KS and is developing multiple early-stage partnerships which are physically located in the St. Louis, MO area. The...
-
Director Marketing Communications
4 weeks ago
Leawood, United States TechAccel LLC (Technology Acceleration Partners) Full timeTechnology Acceleration Partners (TechAccel, LLC) is a private capital firm that invests in, acquires, and advances early-stage, disruptive technologies in the agriculture and human health sectors. TechAccel is headquartered in Leawood, KS and is developing multiple early-stage partnerships which are physically located in the St. Louis, MO area. The...
-
Director Marketing Communications
4 weeks ago
Leawood, United States TechAccel LLC (Technology Acceleration Partners) Full timeTechnology Acceleration Partners (TechAccel, LLC) is a private capital firm that invests in, acquires, and advances early-stage, disruptive technologies in the agriculture and human health sectors. TechAccel is headquartered in Leawood, KS and is developing multiple early-stage partnerships which are physically located in the St. Louis, MO area.The Marketing...
-
Director Marketing Communications
4 weeks ago
Leawood, United States TechAccel LLC (Technology Acceleration Partners) Full timeTechnology Acceleration Partners (TechAccel, LLC) is a private capital firm that invests in, acquires, and advances early-stage, disruptive technologies in the agriculture and human health sectors. TechAccel is headquartered in Leawood, KS and is developing multiple early-stage partnerships which are physically located in the St. Louis, MO area.The Marketing...
-
Marketing Specialist Intern
4 days ago
Leawood, United States SnapIT Solutions Full timeResponsibilities:Assist in the development and execution of marketing campaigns across various channels, such as digital, social media, email, and print. Conduct market research on workforce development trends, local employers seeking tech talent and events related to our target audience interests and provide insights. Help create compelling content for...
-
Investment Management Specialist
5 days ago
Leawood, Kansas, United States Bank of America Full timeJob Description:The Investment Management Specialist is responsible for supporting the Financial Advisor(s) and/or Advisor Team(s) overall investment management philosophy through executing on portfolio analysis and sharing expertise in a wide range of investment product areas. Ensure risk profiles, goals, objectives and asset allocations are aligned and...
-
Salesforce Marketing Cloud Administrator
2 days ago
Leawood, United States Companion Protect Full timeJob DescriptionJob DescriptionAbout us:In 2015, Companion Protect (CP) set our sights on extending and enhancing the lives of cats and dogs by offering the highest quality pet insurance programs featuring comprehensive coverage, innovative technologies, and inclusive plans for all ages and breeds. And we haven’t looked back since!Our vision today? Keeping...
-
Technical Solutions Architect
1 month ago
Leawood, United States Country Club Bank Full timeJob Function:This position is responsible for the creation, management, (re)design and distribution of standardized and ad hoc department reports for Asset Management Group (AMG) and Capital Markets Group (CMG) at the direction of the Managing Director of Capital Markets and President of AMG (Management).This role will lead the effort in producing...
-
Investment Operations
7 days ago
Leawood, United States MTC Holding Corporation Full timePurpose: The Investment Operations - Middle Office Specialist is a member of the Middle Office team which is responsible for non-trade related security processing, i.e. corporate actions, preparation of common trust fund valuations and the setup and pricing of securities. The accurate processing of incoming and outgoing free asset movement, cost basis...
-
Digital Marketing Enthusiasts
5 days ago
Leawood, United States AdParlor Full timeJob DescriptionJob DescriptionCalling all social media professionals, digital media specialists and AdParlor enthusiasts!We are always keeping our eye out for passionate and talented marketers to join our team! If you have industry experience in the social media world and are looking for a new challenge in a massively supportive, creative and customer...
-
Marketing & Communications Manager
6 days ago
Leawood, United States Hallbrook Country Club Full timeJob DescriptionJob DescriptionDescription:About HallbrookThis is an exciting time at Hallbrook as we look to open our $22 million renovation of our dining, merchandising, golf, and recreation areas. With the addition of these new spaces, we are excited to expand our team and provide opportunities of growth and development.Hallbrook Country Club is a caring...
-
Charge Entry Specialist
12 hours ago
Leawood, United States Kansas City Vascular & Gen Surgery Full timeDescription Introduction Are you passionate about the patient experience? At HCA Healthcare, we are committed to caring for patients with purpose and integrity. We care like family! Jump-start your career as a(an) Charge Entry Specialist today with Kansas City Vascular & Gen Surgery. Benefits Kansas City Vascular & Gen Surgery, offers a total rewards...
-
Accounting Specialist
4 days ago
Leawood, United States Massman Construction Co. Full timeJob DescriptionJob DescriptionSalary: Company Overview:Since 1908, Massman Construction Co. has been developing and improving transportation and commerce along U.S. waterways. For five generations of the Massman family, we have been an integral part of both private and public infrastructure investment and the growth of our country. With over 1,700 completed...
-
Charge Entry Specialist
5 days ago
Leawood, United States Kansas City Vascular & Gen Surgery Full timeDescription IntroductionAre you passionate about the patient experience? At HCA Healthcare, we are committed to caring for patients with purpose and integrity. We care like family! Jump-start your career as a(an) Charge Entry Specialist today with Kansas City Vascular & Gen Surgery.BenefitsKansas City Vascular & Gen Surgery, offers a total rewards package...
-
Accounts Payable Specialist
3 weeks ago
Leawood, United States CrossFirst Bankshares, Inc. Full timeOverview The Accounts Payable Specialist supports the accounts payable and vendor onboarding processes for the Bank and its subsidiaries. This position will contribute to the overall success and efficiency of financial operations. Responsibilities * Review and process accounts payable invoices and payments, ensuring timely and accurate processing and...
-
Kosher Deli Specialist
2 weeks ago
Leawood, United States Balls Foods Full timeJob DescriptionJob DescriptionKosher Deli SpecialistJob Description JOB SUMMARY This position is accountable for understanding and adhering to all principles, guidelines and work practices associated with operating a kosher retail food operation. In this role, he or she must maintain current knowledge of work practices associated with kosher compliance,...
-
Portfolio Associate
2 weeks ago
Leawood, United States Kavar Capital Partners, LLC Full timeJob Summary:The Portfolio Associate/Head Trader will perform all trade execution for the firm and support the Chief Investment Officer and Investment Committee in implementing Kavar’s investment strategy. Job Responsibilities:- Become proficient in Kavar’s portfolio management and trading systems;- Execute and reconcile all...
-
Portfolio Associate
4 weeks ago
Leawood, United States Kavar Capital Partners, LLC Full timeJob Summary:The Portfolio Associate/Head Trader will perform all trade execution for the firm and support the Chief Investment Officer and Investment Committee in implementing Kavar’s investment strategy. Job Responsibilities:- Become proficient in Kavar’s portfolio management and trading systems;- Execute and reconcile all...
-
Analyst
2 weeks ago
Leawood, United States TechAccel LLC (Technology Acceleration Partners) Full timeTechnology Acceleration Partners (TechAccel, LLC) is a private capital firm that invests in, acquires, and advances early-stage, disruptive technologies in the agriculture and human health sectors. TechAccel is headquartered in Leawood, KS and is developing multiple early-stage partnerships which are physically located in the St. Louis, MO area.The Analyst...
-
Analyst
4 weeks ago
Leawood, United States TechAccel LLC (Technology Acceleration Partners) Full timeTechnology Acceleration Partners (TechAccel, LLC) is a private capital firm that invests in, acquires, and advances early-stage, disruptive technologies in the agriculture and human health sectors. TechAccel is headquartered in Leawood, KS and is developing multiple early-stage partnerships which are physically located in the St. Louis, MO area.The Analyst...