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waddell and reed Jobs in Aurora

Currently, there are no waddell and reed jobs available in Aurora, Illinois. You may wish to explore jobs in nearby locations on the waddell and reed jobs in Illinois page or view related jobs below.
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Job Overview: This position holds a variety of responsibilities relating to the abandoned property process, new mutual funds establishment, and sensitive DST facilities maintenance. Job Responsibilities: Analyze, review, quality check and finalize reports for the fall and spring abandoned property filings Analyze industry escheatment bulletins and legislative alerts weekly to determine and con...
Position Overview The Director of Advanced planning is responsible for premier plan development, advisor training and development on the financial planning process, creation of additional financial planning resources, and overall adoption of advanced planning across the enterprise. This individual must possess strong analytical and technical skills, advanced knowledge of financial, business and e...
Job Overview: Impact sales by delivering the highest caliber of sales support to Waddell & Reed field management and financial advisors in their efforts to create, build, and maintain successful financial planning practices. Key functions include: Improving the awareness and usage of Waddell & Reed’s financial planning process, tools and resources Increasing the effective use of our financial pl...
Job Overview: The Redemption Maintenance Department Client Service Associate is responsible for processing Waddell & Reed’s maintenance transactions for existing customers. Associates are responsible for reviewing requests and account information for completeness, then determining the appropriate steps to take to complete a request. Associates are expected to monitor personal work queues and proc...
The Corporate Tax Manager will be primarily responsible for the following income and privilege tax related duties: “Income Taxes Topic,” ASC 740 Analysis Detailed review of monthly and quarterly tax provisions Identify new permanent and temporary differences Monitor state tax rate Monitor new tax legislation Adjust the deferred tax inventory as needed. Review settlement of provision to retu...
This position has multiple responsibilities within the finance department that touch on a variety of areas including general accounting, transfer pricing, financial reporting, insurance and treasury. The position will primarily be responsible for: Oversight and review of the monthly accounting for all investment-related activity, which may include the purchase and sale of various investment secur...
There are two primary components to this position. They are important to the success of the candidate in the job: The candidate will manage the on-boarding and transition of financial advisors and managers. This candidate is responsible for learning and maintaining in-depth knowledge of the Classic and Choice platforms, participating in the qualification analysis, and managing the transition of t...
PRINCIPAL DUTIES AND RESPONSIBILITIES: Coordinate communication with outside counsel, Boards of Directors and Senior Executive Team. Create, edit and maintain databases and electronic spreadsheets. Maintain calendar and docket and coordinate, schedule and arrange meetings (including logistics) with Senior Executive Team and others. Assist General Counsel with budget preparation and control. R...