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FINANCIAL ANALYST

DM Stone JobsInBrokerage.com - San Francisco, CA

As a member of the finance team, you will develop financial models, improve operational processes, and support the financial reporting process. The team performs analyses to support strategic decisions, lead monthly forecasting and long term planning, and drive operational improvements by tracking performance. This is a hybrid role that supports both the strategic finance and accounting funct...

Application Deadline: None

DATA ENTRY ASSOCIATE - PART TIME CONTRACT

DM Stone JobsInBrokerage.com - Foster City, CA

THIS IS A PART TIME CONTRACT - 3 TIMES PER WEEK 8 HOURS EA DAY The primary responsibility of this data entry associate position is to ensure the accuracy and integrity of the client's database. This individual will use a web-based application to monitor and modify the database as needed. Attention to detail is key as any changes made to the database affects clients' data. The position also...

Application Deadline: None

ADMINISTRATIVE ASSISTANT - PRIVATE CLIENT GROUP

DM Stone JobsInBrokerage.com - San Francisco, CA

Prominent SF Investment Management firm is looking for a strong Administrative Assistant to support their Private Client Group. RESPONSIBILITIES: ?X Perform general office duties, including managing Outlook contacts, scanning and organizing meeting notes, photocopying, and report distribution Calendaring and coordination of on-site and off-site meetings and conferences ?X Create, edit, and ...

Application Deadline: None

PERFORMANCE REPORTING PROJECT MANAGER

DM Stone JobsInBrokerage.com - San Francisco, CA

You will manage a project to implement a new Performance Calculation and Reporting Platform You should specialize in implementation of new technology and/or performance reporting platforms and be extremely adaptable and have the ability to manage multiple highly complex workstreams. The role requires a high level of collaboration to define scope, requirements, project governance, design, tes...

Application Deadline: None

DATA BASE ANALYST - CONTRACT

DM Stone JobsInBrokerage.com - Berkeley, CA

Management Consulting firm is looking for someone who can assist with a build out of their client database. You will also perform client research as you create the database. Tools to be familiar with are Google, Lexis Nexis and you must be proficient with Excel. SEND RESUME AS AN MS WORD ATTACHMENT TO diane@dmstone.com

Application Deadline: None

ACCOUNTING CONTRACTOR

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

BILLING CLERK - LAW FIRM

DM Stone JobsInBrokerage.com - San Francisco, CA

Prestigious SF Law Firm is looking for an accomplished Billing Clerk for a long term contract. Must have at least 2 yrs experience doing billing Aderant or Elite software preferred SEND RESUME AS AN MS WORD ATTACHMENT TO diane@dmstone.com

Application Deadline: None

BUSINESS AND DATA ANALYST - WEALTH MGMT

DM Stone JobsInBrokerage.com - San Francisco, CA

BUSINESS ANALYST - INVESTMENT SERVICES EXPERIENCE You will support the development and implementation of Wealth Management??s technology roadmap. This role has a key responsibility to ensure that client's experience within Wealth Management maintains the highest standards You will work with Subject Matter Experts from the user community to determine data requirements for Portfolio Manageme...

Application Deadline: None

SR ADMINISTRATIVE ASSISTANT - MARKET HOURS

DM Stone JobsInBrokerage.com - San Francisco, CA

Financial Services firm is looking for an assistant with exceptional Excel skills to support 2 teams. RESPONSIBILITIES: Maintain busy calendars, scheduling frequent meetings and conference calls Organize registration for conferences Assist with updates and formatting of investment spreadsheet models and various complex Excel spreadsheets (including macro-driven files) Update calendar for ...

Application Deadline: None

BANKING POSITION

DM Stone JobsInBrokerage.com - Livermore, CA

The Preferred Banker position is responsible for demonstrating the banks core values in all actions to provide an excellent customer experience. This position is expected to provide quality customer service across bank products as well as maintain branch operations. DUTIES AND RESPONSIBILITIES: You will demonstrate thorough knowledge of all branch ops and banking policies and procedures. ...

Application Deadline: None

EXECUTIVE ASSISTANT - JAPANESE SPEAKING

DM Stone JobsInBrokerage.com - Monterey Park, CA

Provide the most complex executive support and administrative duties involving frequent exercise of independent judgment, initiative, and diplomacy in support of a Senior Executive Vice President. DUTIES: Answer complex inquiries which require thorough knowledge of the business unit?s policies and procedures Produce highly confidential materials in the form of memos, correspondence, and let...

Application Deadline: None

SR. FINANCIAL ANALYST - MARKETING

DM Stone JobsInBrokerage.com - Redwood City, CA

This role reports into the Manager of FP&A and will provide an excellent opportunity to be a collaborative business partner and trusted advisor for the senior management team of Chief Marketing Officer (CMO) Organization which includes both the GLOBAL MARKETING ORGANIZATION. This group is responsible for planning and execution of long term strategic marketing initiatives for all franchises acr...

Application Deadline: None

DEPOSIT ACCOUNT OPERATIONS AND REPORTING ANALYST

DM Stone JobsInBrokerage.com - San Francisco, CA

You will be responsible for analyzing daily processing and oversight of key compliance and regulatory functions within the assigned area of Deposit Service. You must have a strong sense of urgency and will be sensitive in meeting strict deadlines applicable to federal and state laws and regulations. You will ensure sound processes are in place in order to improve efficiency, reduce risk, and...

Application Deadline: None

AML POLICY AND PROGRAM DIRECTOR

DM Stone JobsInBrokerage.com - San Francisco, CA

You will be responsible for executing the BSA/AML risk assessment process, including gathering metrics, assessing control points, and drafting the narrative. Responsible for maintaining the transaction monitoring strategy and various risk assessment methodologies; including, but not limited to negative news screening, client risk ratings, country risk ratings, product/service ratings, and oth...

Application Deadline: None

MARKETING AND BIZ DEV MANAGER - LEGAL

DM Stone JobsInBrokerage.com - Palo Alto, CA

Global Law firm is looking for an experienced Marketing and Biz Development Manager. Looking for someone with Silicon Valley connections and breadth of experience who will be a huge asset to an entrepreneurial team of Silicon Valley Attorneys. This is a unique, newly created position - this office primarily works with emerging growth companies. You will interface with Practice Group Manage...

Application Deadline: None