Financial Services Operations Specialist
4 weeks ago
A leading financial services firm, Tandym Group, is seeking a highly skilled Financial Services Operations Specialist to join their team in Connecticut.
Key Responsibilities:- Manage cash flows and handle clearing and settlements.
- Assist with daily reconciliations, monthly close packages, and annual financial statement preparation.
- Interact with prime brokers, custodians, fund administrators, and other key stakeholders.
- Support the Investor Relations and Legal/Compliance teams.
- Help integrate new accounting and compliance systems.
- Participate in the month-end close process, including financials, investor statements, and NAV.
- Contribute to various internal reports, such as Performance, Valuation, Risk, and more.
- Assist with year-end audit and tax reporting requirements, including 1099s and K1s.
- Ensure data integrity across systems and reports.
- Oversee fee calculations and track fund and employee expenses.
- Support regulatory reporting, including ADV, Form PF, and FATCA.
- 2+ years of related work experience.
- Bachelor's Degree in Accounting, Finance, or a related field.
- Familiarity with Profit & Loss, Cash Reconciliations, Settlements, NAVs, and more.
- Strong analytical, mathematical, and research skills.
- Excellent communication and interpersonal skills.
- Highly organized and detail-oriented.
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Technical Operations Specialist
1 month ago
Greenwich, Connecticut, United States Interactive Brokers Full timeJob Title: Technical Operations SpecialistAbout the Role:We are seeking a highly skilled Technical Operations Specialist to join our team at Interactive Brokers. As a key member of our technical operations team, you will be responsible for monitoring and providing operational support for our global brokerage system, ensuring seamless trading experiences for...
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IT Support Specialist
4 weeks ago
Greenwich, Connecticut, United States Creative Financial Staffing Full timeIT Support SpecialistAt Creative Financial Staffing, we are seeking an IT Support Specialist to join our team. As an IT Support Specialist, you will be responsible for providing technical support for Mac systems, performing in-house repairs, and supporting the setup and maintenance of systems across various school campuses.Key Responsibilities:Provide IT...
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Financial Reporting Specialist
3 weeks ago
Old Greenwich, Connecticut, United States Tandym Group Full timeFinancial Reporting SpecialistThe Tandym Group is seeking a skilled Financial Reporting Specialist to join their Private Funds team. As a key member of the team, you will be responsible for creating and reviewing monthly financial and management reports for the funds. Your primary focus will be on liaising with outside administrators to create and maintain...
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Financial Services Professional
4 weeks ago
Greenwich, Connecticut, United States Fidelity Investments Full timeFinancial Services ProfessionalAt Fidelity Investments, we're seeking a skilled Financial Services Professional to join our team. As a key member of our Investor Center, you'll engage face-to-face with clients, offering personalized planning and mentorship while helping to extend the reach of our firm's brand. With our open architecture product platform and...
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Financial Services Liaison
1 month ago
Greenwich, Connecticut, United States Interactive Brokers Full timeJob SummaryWe are seeking a highly skilled and experienced Financial Services Liaison to join our team at Interactive Brokers. As a key member of our client services team, you will be responsible for providing exceptional support to our top-tier clients, including financial advisers, premium retail customers, financial institutions, and hedge funds.Your...
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Senior Wealth Advisor
4 weeks ago
Greenwich, Connecticut, United States Truist Financial Full timeJob DescriptionThe position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to...
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Financial Reporting Specialist
4 weeks ago
Greenwich, Connecticut, United States Hire Point Recruiting Full timeJob DescriptionPosition Overview:We are seeking an experienced accounting professional to support our financial operations. The ideal candidate will have a background in finance or accounting and familiarity with industry standards.Key Responsibilities:Reconcile financial data and ensure accuracy in reporting.Analyze key financial metrics and address any...
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Operational Risk Management Specialist
4 weeks ago
Greenwich, Connecticut, United States Interactive Brokers Full timeAbout Interactive BrokersThis is a hybrid role that combines three days in the office with two days of remote work. Interactive Brokers Group has been at the forefront of trading innovation for over four decades, starting with the invention of the first floor-based handheld computer in 1983. We pride ourselves on being a technology-driven company that...
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Patient Financial Access Coordinator
4 weeks ago
Greenwich, Connecticut, United States Yale New Haven Health Full timeJob SummaryWe are seeking a highly skilled Patient Financial Access Specialist to join our team at Yale New Haven Health. This role is responsible for providing exceptional patient financial access services, ensuring seamless scheduling and registration processes, and maintaining accurate patient information.Key ResponsibilitiesPatient Throughput: Ensure all...
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Senior Financial Analyst
4 weeks ago
Greenwich, Connecticut, United States Jobot Full timeJob Summary:We are seeking a highly skilled Senior Accountant to join our team at Jobot. As a Senior Accountant, you will be responsible for managing the daily operations of the accounting department, including month and year-end processes, accounts payable and receivable, cash receipts, general ledger, payroll, and utilities. You will also be responsible...
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Chief Financial Officer
4 weeks ago
Greenwich, Connecticut, United States Town of Greenwich, CT Full timeJob SummaryWe are seeking a highly skilled and experienced Comptroller to join our team at the Town of Greenwich, CT. The successful candidate will be responsible for providing strategic financial leadership and direction to the Town, ensuring the effective management of its finances and resources.Key ResponsibilitiesFinancial Planning and Management:...
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Administrative Support Specialist
4 weeks ago
Greenwich, Connecticut, United States FOGARTY KNAPP & ASSOCIATES, INC. Full timePrestigious investment firm FOGARTY KNAPP & ASSOCIATES, INC. is seeking an Administrative Support Specialist to Associate and Administrative Directors. This person will serve as the primary point of contact for internal and external constituencies on all matters pertaining to Managing Directors/Analysts. Responsibilities include: extensive calendar...
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Greenwich, Connecticut, United States Interactive Brokers Full timeWe are seeking a highly motivated and detail-oriented Regulatory Compliance Specialist to join our Material Science team at Interactive Brokers.The ideal candidate will have a solid academic background and proven interest in financial markets, with a high degree of comfort and fluency with computers and technology.Responsibilities will include maintaining...
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Senior Financial Auditor
4 weeks ago
Greenwich, Connecticut, United States Interactive Brokers Full timeJob SummaryWe are seeking a highly skilled Senior Internal Auditor to join our team at Interactive Brokers. As a Senior Internal Auditor, you will be responsible for conducting audits of our firm's programs, including customer onboarding, customer due diligence, surveillance, sanction, training, and more.Key ResponsibilitiesPlan and execute audit test...
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Financial Sales Associate Trainee
4 weeks ago
Greenwich, Connecticut, United States Interactive Brokers Full timeJob DescriptionInteractive Brokers is seeking a Sales Trainee to join our team in the financial services industry.This role will provide the opportunity to acquire skills in taking on new and existing customers, assisting them with purchases, and taking calls. Working in our client services departments, the Sales Trainee will eventually become the point of...
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Financial Sales Associate Trainee
4 weeks ago
Greenwich, Connecticut, United States Interactive Brokers Full timeInteractive Brokers is seeking a talented Sales Trainee to join our team. As a Sales Trainee, you will be responsible for assisting clients with purchases and taking calls. You will work closely with our client services department to ensure a great overall client experience.Key responsibilities include:Assisting clients with purchases and taking callsWorking...
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Diagnostic Imaging Specialist
4 weeks ago
Greenwich, Connecticut, United States OneStaff Medical Full timeJob Title: Diagnostic Imaging SpecialistJob Description:We are seeking a skilled Diagnostic Imaging Specialist to join our team for a temporary position. As a Diagnostic Imaging Specialist, you will be responsible for operating MRI equipment to produce high-quality images for diagnostic purposes. This is a travel assignment opportunity that will allow you to...
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Merrill Financial Solutions Advisor
4 weeks ago
Greenwich, Connecticut, United States Bank of America Full timeJob Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experts specializes in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and...
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Virtual Mortgage Sales Representative
1 month ago
Greenwich, Connecticut, United States Spieldenner Financial Group Full timeAbout Spieldenner Financial GroupWe are a part of one of the fastest-growing insurance organizations in the country, dedicated to providing top-notch services to our clients. Our focus areas include ensuring agents are paid quickly, keeping costs minimal, and offering the necessary training and support for success.Job ResponsibilitiesAs a Virtual Mortgage...
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Senior Financial Advisor
4 weeks ago
Greenwich, Connecticut, United States U.S. Bank Full timeAbout the RoleAs a Senior Financial Advisor at U.S. Bank, you will play a key role in helping high net worth clients achieve their financial objectives. With a strong focus on relationship management and business development, you will be responsible for identifying, closing, and deepening client relationships.Key ResponsibilitiesUse your knowledge of...