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Estate Operations Analyst (Max $28/hr W2)
Summary:
The Estate Operations Analyst plays a key role in ensuring the accurate and timely settlement of client accounts following the passing of client. This role involves reviewing estate-related legal documentation, processing distributions to beneficiaries or estate heirs and adhering to standard operatEmployment Type: Contract
Experience Level: Associate
Tags: Analyst Financial Services
SAP CPI/BTP-IS Integration Developer (Max $70/hr W2)
Summary:
SAP CPI/BTP-IS Integration Developer - Locals to Charlotte, NC at this time !! The Senior-SAP CPI integration developer will be part of a team of Developers and Functional Analysts who are engaged in a large-scale effort to design, develop, implement the transition from SAP ECC to S/4 HANA. The SAPEmployment Type: Contract
Experience Level: Mid-Senior Level
Brokerage Operations Analyst (Max $24/hr W2)
Summary:
Role will start onsite while training, then move to hybrid: 3 days onsite, 2 days remote The role will be in our Shared Services and Banking Operations branch within the South Jordan office. The person will help support daily tasks as required under the Cash Management and Payments team. This role wEmployment Type: Contract
Experience Level: Associate
Tags: Finance Financial Services
Brokerage Operations Support (Max $20/hr W2)
Summary:
Duties may include: Processing incoming and outgoing paperwork including mail and facsimiles; support client service associates and operational personnel; checking inbound client documents for accuracy, notating all activities on the account, and submitting accurate forms for final processing to serEmployment Type: Contract
Experience Level: Mid-Senior Level
Tax Operations Analyst (Max $26/hr W2)
Summary:
Undergraduate Degree is required The Client Tax Reporting Department is responsible for ensuring that all IRS reporting obligations are met for Forms 1099, 1042-S, and Puerto Rico 480.6 This individual will be responsible to troubleshoot, research and action client/stakeholder queries related to taxEmployment Type: Contract
Experience Level: Associate
Marketing Manager - Wealth Management (Max $63/hr W2)
Summary:
Position Summary: The Wealth Management Marketing team is seeking an experienced Marketing Manager to support our Client Acquisition and Retention Offer Strategy. In this role, you will collaborate with partners in Marketing, Product, Legal, Risk, Analytics & Finance to launch new offers to E*TRADEEmployment Type: Contract
Experience Level: Mid-Senior Level
Tags: Marketing Financial Services
Executive Assistant (Max $26/hr W2)
Summary:
Qualifications: • Experience supporting multiple senior professionals including heavy calendars management and phone coverage • Must be flexible covering different managers’ as group grows or changes • Experience working in the financial services industry (5-10 years) • College Degree Preferred (orEmployment Type: Contract
Experience Level: Mid-Senior Level
Financial Analyst - (Alteryx, UiPath, Power BI- Max $30/hr W2)
Summary:
Onsite - Locals Only at this time !! Opportunity to design, build, and maintain automation and analytics solutions that improve efficiency and controls across DTC-related processes. The ideal candidate brings in-depth expertise in Alteryx, UiPath, and Power BI, applied within financial operations, pEmployment Type: Contract
Experience Level: Mid-Senior Level
Tags: Finance Financial Services
Corporate Trust: Client Service Analyst (Max $32/hr W2)
Summary:
Job Summary: We are seeking a Client Service Analyst to support Corporate Trust operations by managing and strengthening client relationships. This role serves as a key point of contact for clients, ensuring a high level of service while maintaining compliance with internal policies and regulatory rEmployment Type: Contract
Experience Level: Mid-Senior Level
Tags: Finance Financial Services
Derivatives / Collateral Management (Max $58/hr W2)
Summary:
Biggest Requirements: 1) Collateral Management (Acadia) Experience 2) BRS Aladdin Experience Operations is one of the largest divisions in the firm and has diverse responsibilities, including correctly settling and recording millions of transactions per day, identifying and mitigating all operationaEmployment Type: Contract
Experience Level: Mid-Senior Level
Tags: Finance Financial Services
Entry Level Corporate Actions (Max $20/hr W2)
Summary:
* BACHELOR'S REQUIRED The Baltimore Asset Services team ensures the timely and accurate, processing and payment of corporate action events for US, Canadian and Latin American markets, including Dividends, Mandatory events, Voluntary Elections, Proxy Votes and Class Actions. Qualifications: - RequireEmployment Type: Contract
Experience Level: Entry Level
Tags: Finance Financial Services
Auditor - Investment Management (Max $74/hr W2)
Summary:
Hybrid role - Please note this assignment should run until October The resource will provide general audit support to the IAD-Investment Management team Scope and Deliverable Details Audit Execution: • Data gathering and analysis • Control Testing • Leading walkthrough meetings to obtain understandiEmployment Type: Contract
Experience Level: Mid-Senior Level
Tags: Finance Financial Services
Trade Settlement - Cash Specialist (Max $50/hr W2)
Summary:
Qualifications: College/University degree Experience in the financial services industry at a bank/broker, service provider or as a custodian Familiarity with the trade lifecycle and industry participants to the process flow Fed direct participant experience – 1 years or more SWIFT messaging - securiEmployment Type: Contract
Experience Level: Mid-Senior Level
Tags: Finance Financial Services
Trade Settlement - Cash Specialist (Max $50/hr W2)
Summary:
Qualifications: College/University degree Experience in the financial services industry at a bank/broker, service provider or as a custodian Familiarity with the trade lifecycle and industry participants to the process flow Fed direct participant experience – 1 years or more SWIFT messaging - securiEmployment Type: Contract
Experience Level: Mid-Senior Level
Tags: Finance Financial Services
Jr Editor / Writer - Investor Relations (Max $21/hr W2)
Summary:
Looking for someone with a finance background and customer service (previously they had to have either a degree in comm/marketing/English). If they can find someone who has done writing focused on finance previously that is a bonus. The Analyst supporting written Client Relations/Senior Investor inqEmployment Type: Contract
Experience Level: Associate
KYC / AML Analyst (Max $36/hr W2)
Summary:
The role sits within the Market Regs space within CORDS and is responsible for carrying out the mandatory suite of ~15 regulatory mailings which are required to be sent on behalf of MS &Co pursuant to various local / country specific non-KYC regulations. General knowledge or experience of skills belEmployment Type: Contract
Experience Level: Mid-Senior Level
Tags: Finance Financial Services
Lead ServiceNow Engineer (Max $70/hr W2)
Summary:
6 Months (Contract to Hire) - USC and GC only at this time The Tech Lead will tightly partner with the Product Manager of the pod to collectively enable successful product delivery - alignment of technical execution to achieve business goals and outcomes o Anchors the technical integrity of the prodEmployment Type: Contract
Experience Level: Mid-Senior Level
Trade Settlement Ops (Max $33/hr W2)
Summary:
The Settlement team is responsible for managing the day-to-day support of the trade lifecycle including the trade settlement across various asset classes and trade matching platforms. This role entails heavy interaction with both internal and external financial advisors, the Core Settlements departmEmployment Type: Contract
Experience Level: Associate
Tags: Finance Financial Services
Associate Director (Educational - Max $45/hr W2)
Summary:
The Associate Director, Strategic Impact Partnerships – External Engagement & Infrastructure plays a critical role in advancing SIP’s national engagement strategy by ensuring external partnerships and high-visibility engagements translate into measurable pipeline growth and regional impact. This rolEmployment Type: Contract
Experience Level: Mid-Senior Level
Lab Technician (Max $25/hr W2)
Summary:
Job Summary: The Technician will work on new product development (NPD) projects for both new and existing products. Some travel may be required. This position will: • Assist in the testing/qualification of Adhesive, Ink and Writing System development efforts on NPD projects from conception through pEmployment Type: Contract
Experience Level: Mid-Senior Level
Lead ServiceNow Engineer (Max $70/hr W2)
Summary:
The Tech Lead will tightly partner with the Product Manager of the pod to collectively enable successful product delivery - alignment of technical execution to achieve business goals and outcomes o Anchors the technical integrity of the product, guiding engineering decisions and feasibility o DetermEmployment Type: Contract
Experience Level: Mid-Senior Level
Entry Level Tax Analyst (Max $25/hr W2)
Summary:
Top Skills: - Intermediate to advanced knowledge MS Word and MS Excel (including basic formulas such as sumif, vlookup, hlookup along with advanced formulas such as index/match, conditional formatting, pivot tables, etc. - Strong communication and organization skills - Team player - Organized Tax DeEmployment Type: Contract
Experience Level: Associate