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Minimum 5+ years' experience in back office/middle office operations, third party/procurement at an asset management firm with a solid understanding of Enterprise Risk. Preference to candidates with knowledge and experience in third party risk management, change risk management and/or operations risk management.
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Ensuring data management and information integrity across the operational platform, including oversight of outsourced functions such as back-office fund accounting and middle office operations.
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The Deposit Operations Specialist is responsible for providing exemplary service and various back-office processing of deposit operations functions that may include; but are not limited to, overdrafts and adjustments, account file maintenance, research requests, IRA support, levies and subpoena research, ACH transactions including returns and adjustments, fraud monitoring and core system maintenance.
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We hire/acquire wealth managers with existing books of business and supercharge them with proprietary technology that streamlines CRM, Back Office, Operations, Client Services, Compliance, Marketing, and Lead Generation to help them dramatically scale their financial advisory practices.
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Expertise one or more of the following functions: direct sourcing, product to market, consumer analytics, digital experience, marketing, personalization, digital commerce, back-office operations, distribution and transportation, store and omni operations, indirect procurement.
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At least ten years of progressively responsible experience in bank back-office operations functions and alternative delivery support, with at least three years of supervisory experience.
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NYC office in the heart of Manhattan (Union Square) with dedicated conference rooms to hold client meetings. We're a team of former founders and operators from Goldman Sachs, Square, Paypal, Brex, Facebook, Airbnb, and Uber. We are backed by top Silicon Valley VCs including Thrive Capital and Index Ventures, with a supporting cast of executives from Focus Financial and other industry titans.
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Experience in implementation of Fiserv back-office systems, to include Fiserv DNA, Fiserv Item Processing and Payments Exchange (formerly Wirechange). Monitor and, as needed, address all item processing, exception processing, non-post, stop pays, and NSF items related to deposit operations, including, but not limited to: ACH, checks, RDC, bill pay, P2P, wires and Regulation D. Manage daily risks associated with operations by ensuring controls, policies and procedures are in place and functioning, including necessary staffing and cross-training; lead the process of continuous improvement of same.
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Dedicated NYC office in Union Square for client meetings. Certified to work as an Investment Adviser Representative (Series 65, Series 7 + 66) The Principal Wealth Manager role at Savvy is a critical role that will shape how the future of the wealth management industry looks (from a fintech lens.
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Join the team at Unify Community Health in Spokane as an Administrative Services Manager, where you'll oversee front and back office operations, ensuring seamless patient experiences and compliance with regulations.
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Discounts on Alternative Medicine, Chiropractic, Fertility Advocacy, Pet care, Prescriptions, Lab Testing, and Diabetic Supplies. Certified to work as an Investment Adviser Representative (Series 65, Series 7 + 66, or equivalent.
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Escalon's simple and intuitive technology and outsourcing solutions significantly reduce the administrative costs and time needed to perform FinOps, PeopleOps, and Risk "back-office" services.
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Performs back-up Dental Receptionist duties as needed or directed by supervisory staff in order to ensure smooth and efficient operations of dental office. The DAS must be able to work with the Dental office manager to optimize the workflow between front and back office, ensures appropriate staffing for clinical support, and arranges for orientation, training, testing, and evaluation of dental auxiliary staff.
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Chief Financial Officer (CFO) is responsible for managing the overall finance operations of CHS Hedging, through the management of the back office operations, treasury and cash options support and FP&A teams supporting regulatory financial reporting and compliance.
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We are actively building a team and are hiring Associates, Managers and Directors; each requiring a similar background in back-office operations. Upon realizing the value and importance of having a strong back-office partner, Junonia was founded to focus on providing the highest level of partnership: treat each client's business as if it was your own.
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