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VP SERVICING OPERATIONS

DM Stone JobsInBrokerage.com - San Diego, CA

Our client is North America?s fastest growing loan and lease servicer. The company?s clients include hedge funds, money center banks, and other financial institutions. Driving growth through service innovation and market expansion, the company has grown from a small niche player to an internationally recognized market leader in its space. The Vice President, Servicing Operations reports to t...

Application Deadline: None

SR CLIENT SERVICE ASSOCIATE

DM Stone JobsInBrokerage.com - Century City, CA

Our client is a dynamic and growing asset management firm. Their primary focus is to serve their private clients through customized portfolios and objective, personalized service. Responsibilities range from acting as the first point of contact for individual clients to providing internal support to investment professionals and back office operations. A successful candidate will have a minimum...

Application Deadline: None

SR ADMINISTRATIVE ASSISTANT - CONTRACT

DM Stone JobsInBrokerage.com - Foster City, CA

This position is a long term contract with the possibility of being a Contract to Hire. The main function of an administrative assistant/executive assistant is to provide high-level administrative support by conducting research, handling information requests and performing general admin duties. You will be reporting to the Director of Business Planning and Ops and supporting technology leader...

Application Deadline: None

CLIENT SERVICE OPERATIONS ASSOCIATE

DM Stone JobsInBrokerage.com - San Francisco, CA

Registered Advisory firm located downtown San Francisco is looking for an experienced Client Service Ops individual to joing their team. You will be responsible for providing Operations support to the Client Service Team. DUTIES: Provide Operations support for to the CS Teams Effectively facilitate the communication between the firm, clients and custodians Be proficient in using applicatio...

Application Deadline: None

PRIVATE EQUITY ADVISOR

DM Stone JobsInBrokerage.com - San Francisco, CA

International Private Equity firm is looking for an experienced Advisor to join their team with 5 offices operating on 3 continents. Our client provides leading edge investments, which compliments an existing portfolio offered via wealth managers. They provide accounting firms and their clients with the opportunity to participate in pre-IPO investment opportunities in the exciting technolog...

Application Deadline: None

ADMINISTRATIVE ASSISTANT TO CLIENT SERVICE TEAM

DM Stone JobsInBrokerage.com - San Francisco, CA

San Francisco based Investment Management firm is looking for a qualified Administrative Assistant to support a team of Client Service Professionals. DUTIES: Perform general office duties, including managing Outlook contacts, scanning and organizing meeting notes, photocopying, and report distribution Coordinate travel arrangements, and organize and produce expense reports Calendaring and c...

Application Deadline: None

PARALEGAL CONTRACT

DM Stone JobsInBrokerage.com - San Francisco, CA

Our client is undergoing a project to standardize the filing of Investment Management Agreements (IMA) on existing accounts. This exercise will also ensure that certain language is present in each IMA 1. Negative Consent Language 2. Assignment Agreement Language This will ensure that all client files are organized consistently across the organization. This reorganization and standardizatio...

Application Deadline: None

ASSISTANT VP - GOVERNMENT UNDERWRITING

DM Stone JobsInBrokerage.com - San Diego, CA

Successful California Commercial Bank is looking for an Assist VP for Gvt Underwriting. You will directly supervise a team of 6-8 Underwriters in residential lending. Manage the work flow to ensure acceptable service levels and provides technical work guidance. Responsibilities: Responsible for directly supervising staff, including interviewing, hiring and the termination of staff; recomme...

Application Deadline: None

PREFERRED BANKING MANAGER

DM Stone JobsInBrokerage.com - Boston, MA

The PBO Manager position is responsible for ensuring the success of the branch through excellent Sales, Business Development, Customer Service, Branch Operations and Management of staff. This position provides a superior level of customer relations and promotes the sales and service culture through coaching, guidance and staff motivation; achieves individual and branch sales goals through new...

Application Deadline: None

SR. PRIVATE CLIENT ADVISOR

DM Stone JobsInBrokerage.com - Sacramento, CA

CLIENT WILL CONSIDER CANDIDATES WHO RESIDE BETWEEN FRESNO AND THE SACRAMENTO MARKET AREAS.... The Senior Private Client Advisor is the first initial point of contact and the primary contact to this Bank?s highest income/net worth clients? portfolio with a focus on clients whose net worth is $1 million and up. The Private Client Advisor is responsible for managing a portfolio of clients; maxi...

Application Deadline: None

EXECUTIVE ASSISTANT

DM Stone JobsInBrokerage.com - San Francisco, CA

Renewal Energy firm is looking for an Executive Assistant to their Chief Investment Officer and Finance Team. These duties will consist of diverse supportive administrative duties involving high-level contacts and exposure to sensitive information necessitating considerable use of tact, diplomacy, discretion and judgment. You will interact with employees within all levels of the organizatio...

Application Deadline: None

MIDDLE OFFICE ASSOC (P and L ACCTG ANALYST)

DM Stone JobsInBrokerage.com - San Francisco, CA

You will play an important role on this team servicing a number of hedge fund clients, with responsibilities that include processing daily deliverables in the areas of pricing, corporate actions, and P&L reporting, and contributing to the monthly NAV process by preparing valuation and corporate action verification packages. Responsibilities: Database maintenance and troubleshooting Entering...

Application Deadline: None

FACILITIES MANAGER

DM Stone JobsInBrokerage.com - San Francisco, CA

an independent, fully integrated energy company that develops, constructs, owns and operates renewable energy and transmission assets across North America, Chile, Japan and Mexico. The primary focus is on wind and electrical transmission, with growing investments in solar. Our client is one of the top North American renewable energy and transmission providers, dedicated to delivering the highe...

Application Deadline: None

SALES ASSISTANT - WEALTH MANAGEMENT FIRM

DM Stone JobsInBrokerage.com - San Francisco, CA

Private Wealth Management firm located downtown San Francisco is looking for a Sales Assistant (preferrably licensed). Responsibilities: Provide administrative support to assigned Advisor(s) including, calendar management, travel arrangements, client and prospect presentations. Communicate with clients on a daily basis regarding stock quotes, buy vs. sales scenarios, and other related inves...

Application Deadline: None

CORPORATE ACCOUNTING / ACCTS PAYABLE SPECIALIST

DM Stone JobsInBrokerage.com - San Francisco, CA

The Corporate Accounting/Accounts Payable Specialist will join a 7-member accounting group responsible for corporate accounting functions. This team works closely with management on corporate cash management, oversight of revenues and expenses and corporate tax strategy. Company transactions are posted in US Dollars, British Pound Sterling and other currencies. The position reports to the T...

Application Deadline: None