Financial Services Associate Manager
6 days ago
We are seeking a highly motivated team member to join our trade desk operations team. As a Trade Desk Operations Specialist, you will be responsible for providing world-class service in trade entry, order execution, and account maintenance. Our products include managed accounts, mutual funds, fixed income, and equities.
Responsibilities:
• Initiate and submit trades for mutual funds, UITS, structured products, equities, and fixed income over the phone and through paperwork
• Adhere to regulatory requirements for TRACE, RTRS, and CAT
• Assist financial advisors with trade corrections, operational support, and various service-related requests as needed
• Work with other teams to improve processes and create efficiencies
Requirements:
• 2-3 years of experience in Financial Services required
• Series 7 & 63 licenses required
• Strong problem-solving skills and multi-tasking abilities
Benefits:
• Competitive salary: $75,000 - $95,000 per year
• 40 hours per week, Monday-Friday work schedule
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Financial Operations Manager
7 days ago
Johnston, United States Premier Pools & Spas - Des Moines Full timeWe are a dynamic and growing company Premier Pools & Spas - Des Moines, located in Johnston, IA 50131, seeking a highly skilled and organized Financial Operations Manager/Controller to manage financial and accounting functions while overseeing our daily office operations.This key role combines financial oversight with administrative leadership, ensuring our...
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Financial Services Director
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Johnston, United States Premier Pools & Spas - Des Moines Full timePremier Pools & Spas - Des Moines is an independently-owned dual franchise of the nation's largest and fastest growing swimming pool builder and pool services provider. We are seeking a skilled Office Controller to manage our financial and accounting functions, while overseeing daily office operations. This key role combines financial oversight with...
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Financial Services Representative
2 weeks ago
Johnston, United States Citizens Full timeSalaryThe estimated salary for this role is between $55,000 and $65,000 per year, depending on your level of experience and qualifications. This compensation package reflects the importance of providing excellent customer service and supporting the growth of our clients' financial portfolios.Job DescriptionThis is an exciting opportunity to join our team as...
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Financial Operations Manager
4 days ago
Johnston, United States Premier Pools & Spas - Des Moines Full timeJob Title: Financial Operations ManagerThe Premier Pools & Spas - Des Moines team is seeking an experienced Financial Operations Manager to oversee financial and accounting functions, ensuring the smooth operation of our office. This key role combines financial oversight with administrative leadership, providing a critical support system for our management...
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IT Financial Analyst
2 weeks ago
Johnston, United States PRIMUS Global Services, Inc Full timeWe are looking for an IT Financial Analyst to join our team at PRIMUS Global Services, Inc. This role will be based in Johnston, RI and offers an estimated salary of $105,000 per year.In this role, you will perform data loading, validation, and ensure high-quality data management for production. You will also design and deploy custom reports, ensuring they...
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Financial Services Representative
5 days ago
Johnston, United States Citizens Full timeAbout the RoleThis position requires a strong understanding of financial services products, including managed accounts, mutual funds, fixed income, and equities. The ideal candidate will have 2-3 years of experience in a related field and hold Series 7 & 63 licenses.Key ResponsibilitiesInitiate and submit trades for various financial products over the phone...
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Financial Services Representative
3 weeks ago
Johnston, United States Citizens Full timeJob OverviewCitizens, a reputable financial institution, seeks a skilled Financial Services Representative to provide trusted advice and build lasting relationships with customers.Key Responsibilities:Assist customers with financial solutions, covering spending, saving, borrowing, and investing needs, through personalized recommendations.Foster strong...
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Financial Services Development Professional
3 weeks ago
Johnston, United States Mutual of Omaha Full timeOverview: As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum.In this role, you...
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Office Financial Administrator
2 days ago
Johnston, United States Premier Pools & Spas - Des Moines Full timeJob Overview: Premier Pools & Spas - Des Moines is looking for a skilled Administrative Controller to manage financial and accounting functions, as well as oversee daily office operations. This role combines financial oversight with administrative leadership, ensuring our operations run smoothly and efficiently.About Us: As a dynamic and growing small...
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Johnston, United States Citizens Full timeKey ResponsibilitiesAs a Wealth Management Brokerage Client Service Specialist at Citizens, your key responsibilities will include:Handling incoming customer calls with a passion for delivering high-quality solutionsIdentifying opportunities to help customers grow their assets by connecting them with Financial AdvisorsGaining deeper knowledge of Wealth...
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Intern Legal
3 weeks ago
Johnston, United States Compeer Financial Full timeCompeer Financial is seeking collaborative, innovative and dynamic professionals to be a part of our Top Workplace culture!Tell me more about this opportunity.Position Overview:This internship will assist attorneys with general legal research and provide general assistance with legal and administrative tasks in support of the Legal & Compliance...
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Intern Legal
3 weeks ago
Johnston, United States Compeer Financial Full timeCompeer Financial is seeking collaborative, innovative and dynamic professionals to be a part of our Top Workplace culture!Tell me more about this opportunity.Position Overview:This internship will assist attorneys with general legal research and provide general assistance with legal and administrative tasks in support of the Legal & Compliance...
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Johnston, United States Mutual of Omaha Full timeWe are seeking a highly motivated and results-driven Financial Representative Trainee to join our team at Mutual of Omaha. As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products.About This RoleThis dynamic program...
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Wealth Management Associate
2 weeks ago
Johnston, United States Citizens Full timeAbout UsCitizens Financial Group, Inc. is one of the nation's oldest and largest financial institutions, with a strong presence in 14 states and the District of Columbia. Our company offers a wide range of financial products and services to meet the diverse needs of our customers. We are committed to fostering an inclusive culture that enables colleagues to...
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Sr Sales Enablement Analyst
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Johnston, United States Compeer Financial Full timeCompeer Financial is seeking collaborative, innovative and dynamic professionals to be a part of our Top Workplace culture! Tell me more about this opportunity. Position Overview: This position is responsible for maximizing the effectiveness of the Sales Enablement team by providing essential tools, resources, and training. Collaborates with Sales...
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Wealth Management Client Service Professional
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Johnston, United States Citizens Full timeAbout the RoleCitizens is seeking a highly motivated and customer-focused individual to join our Wealth Management team as a Brokerage Client Service Specialist. In this role, you will play a vital part in delivering exceptional customer experiences and helping our clients achieve their financial goals.As a key member of our Contact Center team, you will...
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Wealth Management Application Specialist
2 days ago
Johnston, United States Citizens Financial Group, Inc. Full timeJob DescriptionCitizens Financial Group, Inc. is seeking a highly skilled Wealth Management Application Specialist to join our team. As a key member of our organization, you will be responsible for managing the day-to-day operations of our infrastructure area. This includes coordinating activities such as facilities management, space planning, and systems...
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Manager of Private Banking Engineering
7 days ago
Johnston, United States Citizens Financial Group, Inc. Full timeAbout the Role:We are seeking a skilled Private Banking Technology Leader to join our team at Citizens Financial Group, Inc. As a leader, you will be responsible for combining technical expertise and strong leadership skills to spearhead a results-driven engineering operation.Job Responsibilities:- Lead a team of highly-inquisitive technologists, offering...
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Sales and Service Associate
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Johnston, United States Burlington Full timeJob Summary: As a Retail Sales Associate at Burlington, you will be responsible for:• Greet and assist customers to provide an excellent shopping experience• Maintain a neat, organized, and clean sales floor to ensure a positive environment for customers and team members• Ensure shelves are organized, stocked, and accurately priced to meet customer...
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AP Financial Coordinator
7 days ago
Johnston, Iowa, United States Yoh Full timeAbout This Opportunity:Join a leading finance company as an Accounts Payable professional, supporting their team in Johnston, IA. The pay rate is $23/hr.**Responsibilities:**Collaborate with the team to execute payment activities for vendors and suppliers.Develop and maintain effective control environments and guidelines for financial administration.File and...