Senior Brokerage Operations Specialist - Richmond, VA Truist Financial CorpSenior Brokerage Operations Specialist - Richmond, VARichmond, VAGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Assist the department Manager or Supervisor with day-to-day operations for the department by having a clear understanding of the tasks and workflow, while ensuring appropriate internal procedures are followed for regulatory guidelines.
Senior Brokerage Operations Specialist - Richmond, VA Truist BankSenior Brokerage Operations Specialist - Richmond, VARichmond, VirginiaGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Assist with day-to-day operations by processing transactions, performing critical functions, aiding with audit and compliance requests, and maintaining excellent service levels.
Brokerage Registered Client Service Associate - Richmond, VA Truist Financial CorpBrokerage Registered Client Service Associate - Richmond, VARichmond, VAGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Exceptional telephone skills and the ability to appropriately interact with clients of all experience levels regarding securities transactions and brokerage accounts.
Logistics Coordinator II Allen Lund Company, LLCLogistics Coordinator IIRichmond, VAFull timeIn this role, you'll go beyond the normal responsibilities of a Logistics Coordinator by acquiring special training and gaining expertise in areas that prepare you for advancement to a Transportation Broker or Account/Carrier Representative. Our diverse workforce is key in delivering outstanding customer service and our commitment to our industry are main components of our unmatched reputation.
Loan Operations Coordinator Coldwell Banker PremierLoan Operations CoordinatorMidlothian, VirginiaFull-Service Real Estate, Backed by ExperienceColdwell Banker Premier is a top-performing real estate brokerage serving the Mid-Atlantic and Florida, with a growing footprint across Virginia, Maryland, Delaware, Pennsylvania, West Virginia, North Carolina, Florida, and Washington D.C. Grounded in trust, innovation, and strong relationships, we offer a complete real estate experience with in-house support for relocation, mortgage, commercial, auction, and settlement services. Closing Oversight: Confirm CDs are pre-balanced 72 hours before clear-to-close (CTC), verify pricing accuracy with LOs, and ensure the closing package is ready within 48 hours.
Chief Compliance Officer (CCO) for Truist Investment Services, Inc. and Truist Advisory Services, Inc. Truist Financial CorpChief Compliance Officer (CCO) for Truist Investment Services, Inc. and Truist Advisory Services, Inc.Richmond, VA$200,000–$290,000 / yearRIA expertise and coordination: Provide compliance leadership for advisory activities within an SEC-registered RIA framework (including Advisers Act obligations such as disclosures, conflicts management, Code of Ethics oversight, and best execution), and coordinate broker-dealer/RIA requirements to promote consistent client outcomes and a cohesive control environment. Please review the following job description: The Chief Compliance Officer (CCO) for Truist Investment Services, Inc. and Truist Advisory Services, Inc. is responsible for leading an integrated broker-dealer and SEC-registered registered investment adviser (RIA) compliance program and serving as the primary regulatory-facing executive for the firms.
Operations Supervisor- Commercial Insurance (Remote) Insurance Office of AmericaOperations Supervisor- Commercial Insurance (Remote)Richmond, VARemote$105,000–$125,000 / yearFull timePlease note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. This includes guiding team performance, ensuring compliance with established processes and procedures, maintaining service excellence, supporting staff development, and strengthening operational efficiency.
Registered Client Service Associate (Richmond,VA) Oppenheimer Holdings IncRegistered Client Service Associate (Richmond,VA)Richmond, VAWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. The RCSA's primary responsibility is to support Financial Advisors in sales, marketing and day-to-day operations of a growing wealth management practice.