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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

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

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

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

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

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

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

SR ADMINISTRATIVE ASSISTANT

DM Stone JobsInBrokerage.com - Orinda, CA

Duties include: Gathering research materials on companies and related industries from a variety of sources Scheduling calls and meetings and properly managing all logistics both business and personal Maintaining updated records of contacts Coordinating all travel arrangements for business and personal Coordinate other personal related matters Assisting with other project oriented assignm...

Application Deadline: None

Bank Regulatory Reporting Roles - VP and Anaylst

DM Stone JobsInBrokerage.com - San Francisco, CA

1) The VP/Senior Regulatory Reporting Analyst reports to the Regulatory Reporting Manager and is responsible for the timely and accurate preparation and filing of various financial regulatory reports in compliance with all legal and regulatory requirements, company policies and procedures, and generally accepted accounting principles. The Analyst will participate in developing and interpreting ...

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

SR COMPLIANCE OFFICER/VICE PRESIDENT - BANKING

DM Stone JobsInBrokerage.com - San Francisco, CA

PLEASE NOTE THAT THIS POSITION COULD RESIDE IN SF, LA OR NEW YORK CLIENT IS ALSO OFFERING RELOCATION The person assuming this position will be a member of the Capital Markets/Corporate Banking Compliance team within the centralized Compliance group. This group is responsible for the development, implementation, oversight and control of the central compliance function supporting Bank divisio...

Application Deadline: None

ACCOUNTING CONTRACTOR- AP FOCUS

DM Stone JobsInBrokerage.com - San Francisco, CA

Investment Management firm located downtown San Francisco is looking for a long term contractor to work with their accounting group. Looking for someone with heavy Accounts Payable experience. You must be able to commit to the duration of the contract. SEND RESUME AS AN MS WORD ATTACHMENT TO diane@dmstone.com

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

BUSINESS DEVELOPMENT AND MARKETING ASSOCIATE

DM Stone JobsInBrokerage.com - San Francisco, CA

The successful candidate will work closely with the Business Development team to provide help identifying new opportunities that create value for the company and are aligned with firm's vision. Some of the functions involve monitoring website and making necessary updates, help create and maintain database of past RFPs (requests for proposal), enhance and maintain pipeline of prospects and pot...

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