Most Recent DM Stone JobsInBrokerage.com Job Listings

You will primarily assist designated Trust Officer(s) in the daily administration of all types of accounts. This includes daily review of all transactions and cash reports; preparation of all necessary paperwork for cash receipts and disbursements. Fielding routine inquiries and requests from clients and business partners. Daily review of transaction journals and cash reports. Where applica...

Prominent financial institutionis looking for an experienced technical support analyst: SUMMARY OF DUTIES: The Technical Support Analyst is primarily responsible for the efficient and accurate support and maintenance of systems and applications used at the bank. This role is part of the field services team which focuses on the direct face-to-face interaction with the business and delivery of...

Premier brokerage firm is looking for a temp-to-hire New Accounts clerk. Requires knowledge of brokerage operations and new account forms. Salary if it goes perm will be in the $50-55K range. Must be able to pass background check. Resumes to dave@dmstone.com

Successful financial services firm is seeking a bank operations person with stong typing and 10-key (will be tested). Will process deposits, light accounting, data entry, inputing checks, etc. Must have strong references. More info available. Hours 8-5. Salary $40-50K range, plus full benefits. Resumes to dave@dmstone.com

Prepare records/boxes for offsite storage Accurately index records (requires experience with Excel and document management systems) Accurately transfer records/boxes to various locations on a daily basis, which includes lifting boxes, some up between 25-50 lbs., placing boxes on handcarts and moving boxes to various locations Request records from offsite storage Search transmittals in doc...

This position will work in a team-oriented environment and will provide recruiting support to a Recruiting Manager and up to three Recruiters. The ideal candidate will have a strong work ethic, sense of commitment and a desire to succeed. The candidate will also have the ability to adapt to changing priorities while managing high-volume recruitment processes, be self-motivated and able to w...

We have several contract positions for Administrative Assistants, Sr Administrative Assistants and Clerical individuals. Our clients who are Fiancial Services and non-Financial Services always have on-going assignments, long term and short term. * Strong computer skills; MS Word, Excel, Powerpoint, Access * Experience working in a corporate environment * Excellent communication skills Locati...

Global Financial Firm is looking an experienced analyst/administrator to perform the following: You will manages requests for Global ID Management and other numeric IDs Assesses operational opportunities to increase service quality or efficiency Defines reasonable commitments to meet customers? expectations based on established processes Negotiates and coordinates resources to ensure del...

Our client is a prominent financial services firm in NY and they are looking for an Administrative Assistant to support their Client Services Team. DUTIES: You will be supporting the Relationship Manager and Team Answer telephones Meet and greet clients and visitors Create and modify documents using Microsoft Office Perform general clerical duties Setup and coordinate meetings and co...

The Senior Marketing Manager will be responsible for managing all the firm's marketing activities in the U.S. The successful candidate will oversee a small team of marketing professionals in order to develop and lead marketing programs, initiatives, promotions or research projects focused principally within the intermediary/advisor channel. Working closely with the U.S. distribution team, they ...

The Senior Product Manager will be responsible for managing the firm's U.S. and SICAV mutual fund families. The successful candidate will also be expected to implement a long-term product development and product management process for the company and to coordinate the development of new products for the onshore and offshore markets. The Senior Product Manager will oversee the product implementa...

Job Summary: Initiate, negotiate, sell and package SBA -Gov't loans. Cross sell business products to prospects and existing customers. Call on prospects to develop new business relationships. Responsible for external sole sourcing SBA-Government lending loan within assigned territory. Identify and solicit new business relationships. Interview new and existing loan applicants to gathe...

Assist FINRA broker-dealer and Registered Investment Advisor in areas relating to client sales and service, administrative and operational support for clients of the securities arm and invesment managemednt arm of the firm. This position will support several individuals with a wide range of client and administrative duties. It will require a person who is able to perform in a fast paced envir...

Well established and successful financial institution is looking for a Tech Support Analyst for their NY Office. The Technical Support Analyst is primarily responsible for the efficient and accurate support and maintenance of systems and applications used. This role is part of the field services team which focuses on the direct face-to-face interaction with the business and delivery of techni...

Well established and successful financial institution is looking for a Tech Support Analyst for their Century City Office. The Technical Support Analyst is primarily responsible for the efficient and accurate support and maintenance of systems and applications used. This role is part of the field services team which focuses on the direct face-to-face interaction with the business and delivery...