- Directing the maintenance, storage, retrieval, and destruction of company records,
- Determining retention periods for various document types as per company policies or regulatory requirements
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This job is with Fisher Investments, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly. · Do you excel at managing projects and collaborating across teams? As a GCM Project ...
Tampa1 week ago
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The successful candidate will support Ashley's employment team under supervision of in-house counsel and the senior employment paralegal. This role is perfect for someone looking for variety growth opportunities and complex legal challenges. · ...
Tampa1 month ago
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· Overview · Do you excel at managing projects and collaborating across teams? As a GCM Project Analyst, you'll help turn strategic ideas into applicable plans across countries and custodians. This role is ideal for someone who excels, enjoys working with both internal and exter ...
Tampa, Florida, United States $80,000 - $100,000 (USD) per year1 week ago
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The Fisher Investments Institutional Group provides asset management to a diverse client base. The Client Operations Analyst works with Asset Management Sales and Client Service Relationship Managers, international institutional clients, and internal groups to on-board and mainta ...
Tampa1 month ago
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The IFST Case Manager will serve children and families with early engagement intensive case management while partnering with the Department of Children and Families investigator. The purpose is to evaluate, coordinate, ensure that the necessary service delivery and treatment are ...
Tampa1 month ago
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The Tampa office of Lewis Brisbois is seeking a subpoena specialist with legal experience to handle subpoena requests and related follow-up. · ...
Tampa2 months ago
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We are seeking a dedicated and detail-oriented Central Operations Associate to join our team. This role is based in our Tampa office and involves collaborating with advisors across the country.The ideal candidate will possess strong organizational skills, attention to detail, and ...
Tampa $60,000 - $90,000 (USD)1 week ago
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Pepin Academies · Custodian · POSITION SUMMARY: The Custodian will perform daily cleaning, minor maintenance, yard duties, and assigned tasks in order to provide a clean and healthy learning environment in all · Pepin Academies facilities. · SPECIFIC DUTIES & RESPONSIBILITIES: · ...
Tampa $15 - $17 (USD)1 week ago
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We are growing and are looking for an experienced Client Servies Associate to join our team. · 5+ years of financial services experience (10+ years for Senior CSA) · ...
Tampa1 month ago
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We are looking for an experienced Client Service Associate to join our Private Wealth Management team to support our continued growth. · 2+ years of financial services, investment or insurance experience (10+ years for Senior CSA) · Series 7 and 63 or 66 license · Florida Life a ...
Tampa1 month ago
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Job summary · The Fisher Investments Institutional Group provides asset management to a diverse client base of investors. · ...
Tampa, FL1 month ago
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As a Client Service Associate (CSA), you will form relationships with clients to give them support in navigating their financial futures. · Communicate with high-net-worth clients by phone and email in an open, team-oriented work environment · Fulfill operational tasks between Fi ...
Tampa Full time1 month ago
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We believe your career goals and your desire to help others should go hand-in-hand. You will form relationships with clients to give them support in navigating their financial futures. · The Opportunity: · Our proficient CSAs positively impact our clients by managing all operatio ...
Tampa1 month ago
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Are you ready to make an impact at DTCC? · Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We are committe ...
Tampa1 week ago
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Department: · Operations · Employment Type: · Full Time · Location: · Tampa, FL · Compensation: · $60,000 - $90,000 / year · Description · Position Overview · We are seeking a dedicated and detail-oriented Central Operations Associate to join our team. In this role, you will play ...
Tampa, FL1 week ago
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Description · General Purpose of Job · To serve children and families with early engagement intensive case management while partnering with the Department of Children and Families investigator. An upfront collaborative team approach is utilized to engage families early in the inv ...
North Falkenburg Road Tampa, Florida, United States5 days ago
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+Wealth Advisor Transitions Specialist role involves providing support and training to advisors moving their book of business to Concurrent. You will collaborate with your team to ensure a seamless onboarding experience for new clients. · +-Coordinate client onboarding · -Provide ...
Tampa $75,000 - $100,000 (USD)2 weeks ago
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· Pepin Academies · Custodian · POSITION SUMMARY: The Custodian will perform daily cleaning, minor maintenance, yard duties, and assigned tasks in order to provide a clean and healthy learning environment in all · Pepin Academies facilities. · SPECIFIC DUTIES & RESPONSIBILITIES ...
Tampa, FL, $26,000 - $42,000 (USD) per year1 week ago
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We are committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. · The Information Technology group delivers secure, reliable technology solutions that enable DTCC to be the trusted infrastructure of the global capit ...
Tampa1 month ago
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DTCC is seeking a Business Systems Analyst to bridge business needs and technical solutions, driving modernization initiatives and data integration efforts. · Minimum of 4 years of related experience. · Bachelor's degree preferred or equivalent experience. · ...
Tampa2 weeks ago
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· Overview · The Tampa, FL office of Lewis Brisbois is seeking a subpoena specialist with legal experience. The primary responsibilities of this position include handling the office's subpoena requests and related follow-up. Track appropriate billable time in billing system. Sup ...
Tampa, Florida, United States6 days ago
Legal Document Custodian - Tampa, FL - beBeerecord
Job title: Records Coordinator
Description
Recordkeeping Professional
Aberman LLP is looking for a skilled Recordkeeping Professional with expertise in legal records management to oversee the handling of administrative documents. Responsibilities include:
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Global Custody Management Project Analyst
Only for registered members Tampa
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Junior Paralegal
Only for registered members Tampa
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Global Custody Management Project Analyst
Only for registered members Tampa, Florida, United States
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Institutional Client Operations Analyst
Only for registered members Tampa
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IFST Case Manager
Only for registered members Tampa
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Subpoena Specialist
Only for registered members Tampa
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Central Operations Associate
Only for registered members Tampa
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Custodian
Only for registered members Tampa
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Client Service Associate
Only for registered members Tampa
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Client Service Associate
Only for registered members Tampa
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Institutional Client Operations Analyst
Only for registered members Tampa, FL
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Client Service Associate – Entry Level
Full time Only for registered members Tampa
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Client Service Associate
Only for registered members Tampa
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Business Analysis Senior Associate
Only for registered members Tampa
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Central Operations Associate
Only for registered members Tampa, FL
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IFST Case Manager
Only for registered members North Falkenburg Road Tampa, Florida, United States
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Wealth Advisor Transitions Specialist
Only for registered members Tampa
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Custodian
Only for registered members Tampa, FL,
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Business Systems Analyst
Only for registered members Tampa
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Business Systems Analyst
Only for registered members Tampa
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Subpoena Specialist
Only for registered members Tampa, Florida, United States