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Operations Specialist
2 weeks ago
The Panther Group Boston, United StatesOur client, a well-known firm, is seeking an Operation Specialist to join their growing team. Responsibilities: Processing checks, wires, ACH payments, transfers and receipts. Maintenance of all recurring cash items. Reconciliation of cash balances a Operations Specialist, Operat ...
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Operations Specialist
3 weeks ago
The Phoenix Group Boston, United StatesJob Functions: Process ad-hoc cash requests including checks, wires, ACH payments, transfers and receipts. This involves managing assigned request inboxes, reviewing the request to ensure all necessary information is included and is accurate and ente Operations Specialist, Operat ...
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Operational Specialist
2 weeks ago
Cypress HCM Boston, United StatesOperations Specialist (Financial) · Location: Boston, MA · Hybrid: 3 days onsite · Employees: 500| Team Size: 10-15 · Industry: Law Firm · The Operations Specialist will provide analytical support to the Wealth Management and Investment Sector. This person will support back-offic ...
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Operational Specialist
3 weeks ago
Cypress HCM Boston, United StatesOperations Specialist (Financial) · Location: Boston, MA · Hybrid: 3 days onsite · Employees: 500| Team Size: 10-15 · Industry: Law Firm · The Operations Specialist will provide analytical support to the Wealth Management and Investment Sector. This person will support back-offi ...
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Operational Specialist
3 weeks ago
Cypress Human Capital Management, LLC Boston, United StatesOperations Specialist (Financial) · Location: · Boston, MA · Hybrid: · 3 days onsite · Employees: · 500| · Team Size: · 10-15 · Industry: · Law Firm · The Operations Specialist will provide analytical support to the Wealth Management and Investment Sector. This person will ...
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Operations Specialist
2 weeks ago
Claire Myers Consulting Boston, United StatesOur client is a dynamic, boutique wealth management firm with a mission to educate the community on all things financial and empower others to live their best lives. They design a personalized plan and help clients execute it by safely navigating their financial journey and havin ...
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Operational Specialist
2 weeks ago
Cypress HCM Boston, United StatesOperations Specialist (Financial) · Location: Boston, MA · Hybrid: 3 days onsite · Employees: 500| Team Size: 10-15 · Industry: Law Firm · The Operations Specialist will provide analytical support to the Wealth Management and Investment Sector. This person will support back- ...
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Operations Specialist
3 weeks ago
Massachusetts Nonprofit Network Inc Boston, United StatesThe Operations Specialist contributes to CLM's mission through day-to-day office management including financial processes, human resources, and administrative support to the staff and Board, as well as coordination of membership activities including meeting logistics and renewals ...
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Operations Specialist
3 weeks ago
Claire Myers Consulting Boston, United StatesOur client is a dynamic, boutique wealth management firm with a mission to educate the community on all things financial and empower others to live their best lives. They design a personalized plan and help clients execute it by safely navigating their financial journey and havin ...
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Operations Specialist
2 days ago
Claire Myers Consulting Boston, United StatesOur client is a dynamic, boutique wealth management firm with a mission to educate the community on all things financial and empower others to live their best lives. They design a personalized plan and help clients execute it by safely navigating their financial journey and havin ...
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Operations Specialist
2 days ago
Claire Myers Consulting Boston, United StatesOur client is a dynamic, boutique wealth management firm with a mission to educate the community on all things financial and empower others to live their best lives. They design a personalized plan and help clients execute it by safely navigating their financial journey and havin ...
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Operations Specialist
1 week ago
Vaco Boston, United StatesWelcome to Vaco – an uncommon company with an empowered culture. At Vaco, we welcome talented innovators seeking a collaborative environment where creative freedom rings. · Since 2002, we have expanded to more than 40 locations, and we have no plans of slowing down anytime soon. ...
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Operations Support Specialist
2 weeks ago
State of Massachusetts Boston, United StatesAbout the Office of the Comptroller The Office of the Comptroller ensures that the more than $50 billion in annual transactions authorized by the general appropriations act and supplemental appropriations are executed in accordance with all statutory Support Specialist, Operation ...
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People Operations Specialist
2 days ago
Mirakl SAS Boston, United StatesYour Impact: · The People Operations Specialist is a highly visible, integral part of our People Team responsible for the day to day people operations for the Americas region at Mirakl. · What you will do at Mirakl: · Develop and manage core people processes - employee onboard ...
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Investment Operations Specialist
3 weeks ago
Bracebridge Capital Boston, United StatesBracebridge Capital, LLC is a leading hedge fund manager with approximately $12 billion of net assets under management. The firm pursues investment strategies primarily within the global fixed income markets with the objectives of capital preservation and absolute return without ...
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People Operations Specialist
2 days ago
Mirakl Boston, United StatesMirakl is the global leader in platform business innovation. Mirakl's suite of solutions provides enterprises with a transformative way to drive significant growth and efficiency in their online business. · Since 2012, Mirakl has been pioneering the platform economy, empowering ...
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Provider Operations Specialist
1 week ago
Saviance Technologies Boston, United StatesJob Title: Provider Operations Specialist · Job Location: REMOTE · Duration: 04 months · Client: Amwell (American Well Corporation) · Req#: · Description: · " Understands how to use Microsoft Outlook · " Learns computer tasks quickly · " Salesforce case queue experience pre ...
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Talent Operations Specialist
2 weeks ago
Complete Staffing Solutions Boston, United StatesJob Description · Job Description · Job Description: · Talent Operations Specialist · Location: · Boston, MA · Pay: · $45-50/hr · Schedule: · M-F 9:00am - 5:00pm [35-40 hours]. Hybrid work model after 30 days of training onsite (3 days onsite, 2 remote). · Ideally: · Candi ...
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People Operations Specialist
6 days ago
Mirakl Boston, United StatesMirakl is the global leader in platform business innovation. Mirakl's suite of solutions provides enterprises with a transformative way to drive significant growth and efficiency in their online business.Since 2012, Mirakl has been pioneering the platform economy, empowering reta ...
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People Operations Specialist
2 weeks ago
Gupta Media Boston, United StatesJob Description · Job Description Salary: · Gupta Media was founded 20 years ago on the idea that advertising could create huge leverage in our client's business. Our early work was focused on the entertainment industry, specifically live events (Boston Calling, among others) an ...
Operational Specialist - Boston, United States - Cypress Human Capital Management Llc
Description
Operations Specialist (Financial)Location:
Boston, MAHybrid: 3 days onsiteEmployees: 500|
Team Size: 10-15Industry: Law FirmThe Operations Specialist will provide analytical support to the Wealth Management and Investment Sector.
This person will support back-office functions and will be heavily involved in reviewing cash and asset requests, entering custodial accounting systems with proper coding, and sending taxation and descriptions for approval.
Most Important Responsibilities:
ad-hoc cash requests including checks, wires, ACH payments, transfers, and receipts.assigned request inboxes, review the requests to ensure all necessary information is included and is accurate, and enter requests into the appropriate custodial accounting identifying, setting up, and maintaining all recurring cash items including bill maintain client payment schedules and reconcile payment processes daily.exception reports provided by custodian bank and researching discrepancies, and address discrepancies in a timely manner to reconcile cash team with asset setup and classification, processing internal account transfers and stock gifting.
Private Investment Team in processing capital calls and distributions.account and client data on accounting system, including statement setup, client portal setup, address changes, account/client personnel and investment details.
What you can bring to the table to impact this role, team, and organization:degree in financial, accounting, business administration, or related fieldyears of progressive experience within Trust operations or Wealth Managementof Trust Operations procedures and the processing of induvial account transactionsExcel skillscommunication and ability to meet tight deadlinesBenefits: Medical, Vision, Dental, PTO, Sick Time, 401K matching, stock opportunityCompensation: 75 80K#J-18808-Ljbffr