Jobs at DM Stone JobsInBrokerage.com

70 job openings

Save This Search

Refine Your Search

Show more Show less
Displaying results 1 - 15 of 70

Administrative Assistant - Legal Dept

DM Stone JobsInBrokerage.com - San Mateo, CA

Major employer has an immediate need for an administrative assistant, preferably with some legal experience. Responsibilities include: ? Provide administrative support to attorneys. ? Prepare new or edit existing documents, letters, spreadsheets, etc. ? Organize business trips ensuring flights, hotels, car service, etc. are set up per attorney's request. ? Coordinate and schedule meetin...

Application Deadline: None

Senior Compliance Manager - Investment Management

DM Stone JobsInBrokerage.com - San Francisco, CA

The Compliance group supports the firm's institutional investment advisory business. This position is a Senior Manager. The Senior Manager will be focused on supporting portfolio guidelines testing and reporting requirements. This is an individual contributor role. Brief Description of Role: ? Perform various daily, weekly and monthly functions related to daily surveillance surrounding invest...

Application Deadline: None

Licensed Operations/Office Manager - Brokerage

DM Stone JobsInBrokerage.com - San Jose, CA

Mid-sized growing securities brokerage firm is seeking a licensed (Ser 7/24/63, clean) operations and administrative manager to handle a variety of responsibilities, including staff supervision. Will report to senior mgmt., so must have great communication and organization skills, people skills, and have stable experience with good firms. Will help support sales force as well. Must have good re...

Application Deadline: None

ACCOUNTING ASSISTANT - 3 MOS ASSIGNMENT

DM Stone JobsInBrokerage.com - San Francisco, CA

This position will work with the firm's Finance Team. Key Responsibilities Assists Accounts Payable with the processing of invoices and expense reports, including data input, organizing receipts and supporting documentation, and mailing of payments. Assist in the preparation of bank reconciliations. Prepare simple account reconciliations. Performs basic administrative duties; filing, copy...

Application Deadline: None

DIRECTOR - GLOBAL ASSISTANCE SERVICES

DM Stone JobsInBrokerage.com - Austin, TX

This is an operational Senior Manager role responsible for a dedicated unit for High Net Worth customer service. The candidate will help design and implement the servicing model for affluent consumers. This role provides leadership to managers, and/or professional staff and is responsible for developing departmental plans, including business, production and/or organizational priorities, sta...

Application Deadline: None

TAX SERVICES SR. ASSOCIATE

DM Stone JobsInBrokerage.com - Los Angeles, CA

Global Accounting/Professional Services firm is looking for a Core Tax Services Sr. Associate. You will be responsible for utilizing research skills, applying tax foundational knowledge to understand potential tax issues, gathering client information necessary for filing, participating in tax planning, recognizing and communicating potential risks, preparing tax accrual workpapers and working ...

Application Deadline: None

Mobile Engineer iOS - Contract or Perm

DM Stone JobsInBrokerage.com - San Francisco, CA

Mobile Engineer (iOS) - Contract or perm We are a Bay Area startup developing a massively scaled machine-learning platform with applications to e-commerce, healthcare, and beyond. You are a brilliant mobile engineer with experience designing and building compelling top tier iOS applications. About Us ? We have built an ultra-scalable Artificial Intelligence and machine learning platform ? Our...

Application Deadline: None

HR/ADMIN GENERALIST WITH ADP WORKFORCE

DM Stone JobsInBrokerage.com - San Francisco, CA

Our client who is in the financial services industry is looking for a candidate for a long term contract. The main qualification for this role is ADP WORKFORCE. You will be assisting the HR Manager and performing Administrative duties. SEND RESUME AS AN MS WORD ATTACHMENT TO diane@dmstone.com

Application Deadline: None

INDEX SALES SUPPORT ANALYST

DM Stone JobsInBrokerage.com - San Francisco, CA

This Index Sales Analyst will be a member of the Index Client Coverage team that focuses on Asset Manager clients. You will be responsible for facilitating and providing support of the sales process, work closely with Relationships Managers to maintain existing client relationships and drive new business development. Also work directly with clients and prospective clients to promote new pro...

Application Deadline: None

CORPORATE ACCOUNTANT AND REVENUE ANALYST

DM Stone JobsInBrokerage.com - San Francisco, CA

This position will report to the Treasurer and you will work with a variety of individuals inside and outside the firm, including department leaders, portfolio managers, clients, and client service professionals. DUTIES: Manage and troubleshoot automated systems which calculate investment management fees Coordinate business processes related to new fee arrangements; analyze various fee scena...

Application Deadline: None

CLIENT RELATIONS ASSOCIATE FOR FAMILY OFFICE

DM Stone JobsInBrokerage.com - San Francisco, CA

SF Investment Management firm is looking for an experienced Client Relations Associate to be responsible for providing and assisting with the provision of services related to banking, financial analysis and planning, insurance and other client relations activities that serve the Clients. Daily, often high-volume, Client interaction requiring exceptional responsiveness, diplomacy and tact. Res...

Application Deadline: None

EXECUTIVE DIRECTOR - RISK MANAGEMENT ANALYTICS

DM Stone JobsInBrokerage.com - San Francisco, CA

You will be responsible for new business development with Asset Managers and Hedge Funds within the firm's Americas Sales Team. The team is responsible for all Risk Management Analytics products. Use your knowledge of the investment management process, financial markets (global equities, global fixed income, and alternative investments), performance attribution, regulation, and risk methodolo...

Application Deadline: None

COMPLIANCE ANALYST - CONTRACT

DM Stone JobsInBrokerage.com - Orinda, CA

3 Month Contract for a Compliance Professional who has experience in Asset Management. You will assist with monitoring and testing programs as well as certain compliance administration processes. Assist with forensic testing, monitoring, annual assessment and ongoing regulatory requirements. Liaise with investment teams, research, models, risk management, trading and operations. Assist with...

Application Deadline: None

SR ADMINISTRATIVE ASSISTANT

DM Stone JobsInBrokerage.com - San Francisco, CA

In this role, you will be responsible for traditional calendaring, scheduling, expense reporting, heavy and constantly changing domestic and international travel arrangements. You will be responsible for email correspondence and the ability to respond to them accordingly. Candidates must be extremely organized and detailed - must have a solid work history. Must be comfortable working in a...

Application Deadline: None

ADMINISTRATIVE ASSISTANT

DM Stone JobsInBrokerage.com - Foster City, CA

You will provide administrative support to the firm's Global Solutions & Innovation Marketing organization. Responsibilities: Manage assigned calendars including accepting meetings, resolving/rescheduling conflicts Manage logistics for external and internal meetings including sending invites, booking conference rooms, ordering catering, badge requests for external parties, etc. Manage tra...

Application Deadline: None