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2 Days AgoSaved
Hybrid
Dallas, TX, USA
Senior level
Senior level
Fintech • Software • Financial Services
Oversee day-to-day operations in Investor Communications, improve processes, handle customer inquiries, and ensure compliance with regulations.
Top Skills: ExcelHTMLMS OfficeSQL
11 Days AgoSaved
Hybrid
2 Locations
29-36
Junior
29-36
Junior
Fintech • Software • Financial Services
The Administrative Assistant supports executives with daily tasks, manages calendars, handles communications, and arranges travel while ensuring organizational efficiency.
Top Skills: M365Workday
Reposted 12 Days AgoSaved
Hybrid
2 Locations
111K-139K Annually
Senior level
111K-139K Annually
Senior level
Fintech • Software • Financial Services
The Lead Client Onboarding Specialist manages the onboarding of institutional clients, ensures compliance, supports a team, and maintains client relationships during the transition to services.
Top Skills: FinraSeries 7Series 99Sie
Reposted 12 Days AgoSaved
Hybrid
Manila, Metro Manila, National Capital Region, PHL
Junior
Junior
Fintech • Software • Financial Services
The Strategy Coordinator will support the Advisory team by enhancing strategy execution, driving projects, managing data, and fostering collaboration across departments while performing in-depth analyses.
Top Skills: ConfluenceJIRAMicrosoft 365Power BI
Reposted 12 Days AgoSaved
Hybrid
2 Locations
111K-139K Annually
Senior level
111K-139K Annually
Senior level
Fintech • Software • Financial Services
The Lead Client Onboarding Specialist oversees the onboarding process for advisory clients, ensuring compliance and exceptional experiences, while leading a team and facilitating internal and client communications.
Top Skills: Finra SieSeries 7Series 99
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