Investment Operations Associate: Proposals, Onboarding & Compliance
$70k - $75kWalrath Recruiting
A recruitment agency based in Albany, NY is seeking an experienced Investment Operations Associate for a full-time and permanent position. The role involves overseeing investment proposals, guiding clients, and ensuring compliance with relevant regulations. Candidates should have at least a bachelor's degree, two years in investment operations, and relevant FINRA licenses. The agency offers a salary range of $70,000 to $75,000 plus bonuses, health benefits, and paid time off. #J-18808-Ljbffr Walrath Recruiting
$70k - $75k
...70,000 – $75,000 + bonus Job Title: Investment Operations Associate Job #: 5745 Location: Albany, NY Category... ...Oversee the creation of investment proposals for advisors. Compose the required... ...client accounts are maintained in compliance with all relevant codes, laws, and regulations...SuggestedPermanent employmentFull timeWork at officeImmediate start- ...Commercial Operations Specialist Mechanical Dynamics & Analysis LLC (MD&A)... ...delivery teams. Support customer onboarding requirements (insurance, compliance documentation, vendor portals, etc... ...points in the commercial lifecycle and propose improvements that reduce cycle...SuggestedContract work
$81.9k - $152.1k
...meetings, ensuring client service, operational, and financial goals are... ...through cost validation, proposal development, and identification... ...program expertise from onboarding through execution and review... ...managing resources, maintaining compliance, and supporting...SuggestedImmediate startFlexible hours- ...Analyst performs actuarial services in support of Health Plan operations and monitors and maintains financial solvency through the understanding... ...analyzes data to draw conclusions and make recommendations. Proposes and assists in the development of process improvements...SuggestedWork at officeRemote work
$127.51k - $160.91k
...data-driven regulation, and operational excellence, DFS is responsible... ..., while monitoring the compliance of regulated entities with such... ...effects of various legislative proposals; • Provides advice on... ...others through the National Association of Insurance Commissioners (...SuggestedPermanent employmentFull timeWork at officeLocal areaRemote work- ...as it relates to the daily operations of payment operation functions... ...adhering to all regulatory, compliance, departmental and credit... ...Additionally, the Payment Operations Associate will support the other... ...skills Experience reviewing proposals and business cases, drawing...Daily paidRemote work
- ...Digital Advertising Recruitment Associate Specialist SkillBridge... ...platforms Week 3-22 Compliance & Brand Consistency Ensure alignment... ...Improvement Identify and propose improvements Week 23-24... ...interviews,-please contact People Operations at ****@*****.***....Minimum wageContract workTemporary workTraineeshipWork experience placementRemote work
$70k - $90k
...Job Description Job Description OPERATIONS ASSOCIATE PRIVATE WEALTH COORDINATOR Full... ...Responsibilities Include: Supporting client onboarding and account maintenance Process... ..., financial operations, or investment support functions preferred Experience...Full timeWork at office- ...Position Overview The Operations Manager - DDLC Support leads day-to-day delivery operations... ...subcontractor performance, including onboarding, scope definition, deliverable tracking... ...and continuous improvement. Ensure compliance with corporate policies, information...Contract workFor contractorsFor subcontractorWork at officeWorldwide
- A leading insurance company is seeking a Senior Actuarial Analyst in Albany, NY, responsible for developing a pricing framework and leading projects. Candidates should have strong programming skills, 4+ years of actuarial experience, and a Bachelor's degree in a related...Remote workFlexible hours
- ...healthcare company in Albany, New York, seeks an Actuary, Analytics/Forecasting who will analyze financial data to inform strategic and operational decisions. This role involves collaborating with stakeholders to develop insights on medical claims trends and advising...Remote work
- ...Develop reserve indications, produce reserve ranges, and perform advanced analytics Support development of themselves and other associates in an actuarial capacity and according to Ally vision and mission statement The Skills You Bring ACAS or near ACAS preferred; 5 or...Permanent employmentWork experience placementRemote workFlexible hours
$129.3k - $177.8k
...and timely information for strategic and operational decisions. Establishes metrics,... ...Guidance To ensure Home or Hybrid Home/Office associates have the self-provided internet service... ...Humana to take affirmative action, in compliance with Section 503 of the Rehabilitation...Bi-weekly payFull timeTemporary workApprenticeshipWork experience placementRemote workWork from homeHome officeShift work- ...Treasury Operations Analyst – GP Fund Solutions As a Treasury Operations Analys t at... ..., real career growth, and benefits that invest in your future. What You'll Do: Assist... ..., ensuring accuracy, completeness, and compliance with internal controls. Prepare and...Work at officeTrial period
$50.84k - $68.63k
...supports business. Through engagement, data-driven regulation, and operational excellence, DFS is responsible for empowering consumers and... ...oversight and produces regulations, while monitoring the compliance of regulated entities with such standards. The Property Bureau...Permanent employmentFull timeTraineeshipWork at officeLocal areaRemote work$106.9k - $147k
...of our caring community Reports To: Associate Director, Actuarial Analytics/Forecasting... ...timely information for strategic and operational decisions. Establishes metrics, provides... ...Humana to take affirmative action, in compliance with Section 503 of the Rehabilitation...Full timeContract workTemporary workApprenticeshipRemote workWork from home- ...everyone belongs and is inspired to do their best work. As an Operations Specialist, you make sure that products flow smoothly through... ...receiving, counting, returning, and shipping tasks in compliance with Retail Inventory processes. Complete product fulfillment...Local areaRelocationNight shift
- ...incumbent works under the direct supervision of the Manager of Operations and Support Services. Responsible for aiding and assisting the... ...wires ensuring a secure source of funds and OFAC compliance. Balancing appropriate General Ledger accounts. Communicate with...Immediate startRemote work
- Student Systems and Academic Operations Analyst - Registrar's Office... .... Federal and State Compliance Support institutional reporting... ...Registrar Coordinates with Associate Registrar’s for each business... ...analyze data and workflows to propose improvements. Proficiency...Remote work
$16.06 - $24.09 per hour
...About The Role The seasonal Operations Technical Specialist supports the operational readiness... ...open signs, and confirmation of brand compliance Perform custodial tasks to ensure... ...skills, with the ability to interact with associates at all levels and resolve issues via...Part timeWork experience placementSeasonal workWork at officeRelocationFlexible hours- ...Job Summary: The Associate Director, FSP Clinical Operations is responsible for the following... ...deliverables Manages compliance with Client Key... ...hiring, selection, and onboarding/offboarding of staff which... ...functions to create business proposals including Requests for...Temporary workFor subcontractorLocal areaRemote workFlexible hours
$20 - $22 per hour
Join to apply for the PEO Operations Manager role at GTM Payroll & HR 1 week ago Be among the first 25 applicants Join to apply... ...and day-to-day execution across payroll, tax, benefits, compliance, client onboarding, and risk management. This isn’t just a leadership role —...Full timeContract work$16.06 - $24.09 per hour
About the Role: The seasonal Operations Technical Specialist... ..., and confirmation of brand compliance Perform custodial tasks to... ...the ability to interact with associates at all levels and resolve issues... ...making a meaningful impact. We invest in your well-being through...Minimum wageTemporary workPart timeWork experience placementSeasonal workWork at officeLocal areaRelocationFlexible hours- ...department. Assist with ad-hoc reporting and other tasks. As an Operations & Business Development Associate intern will gain hands-on exposure to operational execution, capture management, proposal development, and federal growth strategies. The intern will support...Full timeContract workInternship
$35 - $45 per hour
...in financial management and operations to join an already terrific... ...and donor intent and maintain compliance with federal and state... ...files / records Manage staff onboarding including enroll staff in benefit... ...standards Implement investment strategies in accordance with...Full timeContract workFor subcontractorWork at officeMonday to FridayFlexible hours$26.52 - $32.48 per hour
...our members, and our community then you have come to the right place! Summary of Role The Operations Control Specialist supports enterprise-wide operational control and compliance functions across multiple Operations units, including Payment Operations, Account Operations...Work at office$24.01 per hour
Fultonmontgomeryny is seeking an Operations Specialist in Albany, NY. This role involves operating and maintaining food production equipment... ...in a dynamic environment. Responsibilities include ensuring compliance with safety and quality standards, supporting production goals...Hourly payAfternoon shift$85k - $95k
Join Us: Lead Complex Facilities Operations as a Sr. Facilities Operations Specialist — Strategize, Optimize, and Deliver at Scale Are... ...building systems (HVAC, electrical, mechanical, etc.) and code compliance preferred with the ability to read and interpret floor plans...Work at office- ...Job Title: Procurement Operations Specialist Company: Turkish Aerospace Industries USA, Inc. Locations: Albany, NY Contract Term: Full... ...supplier management systems, and support commercial activities in compliance with aerospace and defense industry standards. Key...Full timeContract workRelocation
$57.5k - $63k
Operations Coordinator Designed to support the school operations team in the day‑to‑day functioning of KIPP Capital Region schools located... ...entry, meal calendar submission, daily meal count reports, compliance documentation). Assist daily attendance procedures and collaborate...Casual workWork at officeLocal areaImmediate startRelocationFlexible hours
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