Skip to main content
X

Get jobs by email for this search

By continuing you agree to Monster's Privacy policy, Terms of use and use of cookies.

Finance Jobs in Pelham, Alabama

19 jobs

Description Business Overview U.S. Trust, Bank of America Private Wealth Management is a leading private wealth management organization providing vast resources and customized solutions to help meet clients' wealth structuring, investment management, banking and credit needs. Clients are served by teams of experienced advisors offering a range of financial products and services, including invest...
Description The Marketing Registered Principal will review and provide final approval of advertising (communications with the public) and internal-use-only content related to broker dealer and investment advisory materials. The team reviews are based on firm policies and regulatory guidelines. This is done through a formal submission process in a review platform. Partners from Compliance, Brand, ...
Description The Marketing Registered Principal will review and provide final approval of advertising (communications with the public) and internal-use-only content related to broker dealer and investment advisory materials. The team reviews are based on firm policies and regulatory guidelines. This is done through a formal submission process in a review platform. Partners from Compliance, Brand, ...
Description Position Summary: Registered Phone Representatives (RPR) are client-facing customer service professionals, handling inquiries and transactions for participants in over 1200 retirement plans, including several Fortune 500 companies. The RPR is a competitive position which allows individuals to develop themselves as financial professionals. You will work in a team environment assistin...
Description Business Overview Merrill Lynch Global Wealth and Retirement Services (“GWRS”) provides a comprehensive set of investment products and services, as well as retirement solutions, to the company’s clients and financial advisors globally. GWRS provides the products, tools and content that enables our advisors to help their clients meet their goals while building lasting, productive rela...
Description Maintenance of Tax Lot Accounting methodologies Interpret, process and explain the Taxability information provided by Wolters Kluwer CCH, Internal Tax counsel and External Resources, Form 8937 and Issuer statements Processing of all Exception Reports e.g. ACATS, Physical Transfer Statements, Simons, Cost Basis, Capital Changes, etc Participate in projects as it relates to New IRS T...
Description Customer Accounting resolves emerging affluent requests for the Customer Accounting team. Responsibilities include processing financial service requests received in a timely fashion and responding to inbound telephone calls via the ML Service Network for Customer Accounting and Fed Fund service lines. The candidate must be willing to learn and process various products, services and wr...
Description Support the Tech Exec and his/her direct reports through coordination of required functions of the Business Management and Strategy group. Perform activities that manage and govern overall business performance and outputs including: financial control, budgeting, consolidation, contract management, coordination of special adhoc projects, resource planning, workplace management, proces...
Description Key Responsibilities: Permanent Generalist Phone Representatives are client-facing customer service professionals who have at least one year customer experience. They are skilled on a minimum of one product (Integrated Benefits Non Qualified plans, Defined Benefits plans, Merrill Lynch Advice Access, Self Directed Brokerage, Equity compensation awards, and Employee Stock Purchase Pla...
Description As a member of the Alternative Investments Tax Reporting Services department, the candidate is responsible for supporting the day to day tax compliance operations of an investment management back office. Our group manages all aspects of federal and state tax reporting and compliance of approximately 200 different legal entities. These Alternative Investment products include Fund of He...
DescriptionBusiness Overview Merrill Lynch Global Wealth and Retirement Services (“GWRS”) provides a comprehensive set of investment products and services, as well as retirement solutions, to the company’s clients and financial advisors globally. GWRS provides the products, tools and content that enables our advisors to help their clients meet their goals while building lasting, productive relati...
Description Business Overview Merrill Lynch Global Wealth and Retirement Services (“GWRS”) provides a comprehensive set of investment products and services, as well as retirement solutions, to the company’s clients and financial advisors globally. GWRS provides the products, tools and content that enables our advisors to help their clients meet their goals while building lasting, productive rela...
DescriptionProcesses routine/standard transactions according to established procedures and prescribed processes in support of GWIM Operations. Daily responsibilities will cover one or more operations functional areas such as: analyses, report generation, opening new accounts, trade processing, payment processing, data entry, etc. Provides quality service and effective and efficient operations supp...
Description This role is predominately focused on: Forecasting, Reporting and Analysis The primary focus of this role is forecasting, reporting and analysis for the direct expense budgets associated with GWIM Operations. Business partners include the BFOs for GWIM Ops, as well as the LOB managers. Key responsibilities and competencies: Responsible for GWIM Ops consolidated forecast and monthly...
Description The Marketing Registered Principal will review and provide final approval of advertising (communications with the public) and internal-use-only content related to broker dealer and investment advisory materials. The team reviews are based on firm policies and regulatory guidelines. This is done through a formal submission process in a review platform. Partners from Compliance, Brand, ...
Let's Grow Together! We are a fast-moving Fortune 200 publicly-traded company with more than 12,000 stores and 12 distribution centers in 43 states, growing by hundreds of stores each year. We work in an energetic atmosphere that embraces innovation and teamwork. At Dollar General, you can see a clear and fast path to career growth and success. We are committed to attracting talented and motivated...
Teller SUMMARY: Completes customer transactions; verifies appropriateness of members' documents; provides assistance to customer; utilizes sales, referral and member services skills to ensure customer needs are met; performs vault duties; and serves as a Bank Representative. JOB DUTIES: Contributes to quality efforts at the Bank, and contributes to teamwork by providing support in the departme...
Let's Grow Together! We are a fast-moving Fortune 200 publicly-traded company with more than 12,000 stores and 12 distribution centers in 43 states, growing by hundreds of stores each year. We work in an energetic atmosphere that embraces innovation and teamwork. At Dollar General, you can see a clear and fast path to career growth and success. We are committed to attracting talented and motivated...
Let's Grow Together! We are a fast-moving Fortune 200 publicly-traded company with more than 12,000 stores and 12 distribution centers in 43 states, growing by hundreds of stores each year. We work in an energetic atmosphere that embraces innovation and teamwork. At Dollar General, you can see a clear and fast path to career growth and success. We are committed to attracting talented and motivated...