Portfolio Operations & Billing Specialist (Addepar Expert)
Bartlett Wealth Management
Bartlett Wealth Management is seeking an Investment Operations and Billing Associate in Cincinnati. The role focuses on supporting the client billing process, affirming daily trades, and setting up new accounts while gaining cross-functional knowledge within Operations. The position offers a hybrid work schedule and opportunities for professional growth in a collaborative team environment. Ideal candidates have a finance-related degree and 2+ years in wealth management with strong technical #J-18808-Ljbffr Bartlett Wealth Management
Vacancy posted 15 hours ago
Similar jobs that could be interesting for youBased on the Portfolio Operations & Billing Specialist (Addepar Expert) in Cincinnati, OH vacancy
- ...Team at Hotel Celare, A Marriott Tribute Portfolio - Where Innovation Meets Hospitality... ...foremost award‑winning hospitality owner‑operators and management companies in the hospitality... ...Reconcile vendor statements and resolve billing discrepancies Prepare and manage hotel...SuggestedFull timeWork at officeLocal area
- The Investment Operations and Billing Associate will have a significant opportunity to learn and grow, gaining... ...accounts; and becoming a super user in our portfolio management system. What you’ll be doing: Maintain Addepar billing system, including opening closing and...SuggestedWork experience placementWork at officeFlexible hours
- Atlantic Union Bank in Covington, Kentucky, is seeking a Credit Portfolio Manager III to lead the underwriting process for complex Wholesale Banking loans. This role involves in-depth financial analysis, management of portfolios, and strong collaboration with internal teams...Suggested
$61.4k - $78.29k
JOB RESPONSIBILITIES Operations & Project Management Support - Direct and coordinate the daily operations of the department in collaboration... ...compliance monitoring across the TTO’s active agreement portfolio. Extract, organize, and maintain obligations and reporting requirements...SuggestedFull timeContract workShift work- ...s most powerful threats. As a Chemical Operations Specialist for the Army National Guard, you will support... ...functions, you will be trained to expertly handle nuclear, biological, and... ...training A monthly paycheck Montgomery GI Bill Federal and State tuition assistance Retirement...SuggestedPart timeWeekend work
National Guard OMD
Cincinnati, OH2 days ago $21 - $25 per hour
...Regional Operations Specialist Abode Care Partners Job Locations: US-KY-LOUISVILLE | US-OH-CINCINNATI | US-AR-LITTLE ROCK Overview The Regional Operations Specialist is responsible for coordinating and overseeing the administrative and operational aspects of the Primary...Work at officeBrightSpring Health Services
Cincinnati, OH2 days ago$50k - $75k
...Domestic Operations Specialist - Lucrative Bonuses | Management Opportunities | Full Benefits & 401K with match! This Jobot Job is hosted by: Sam Fairhurst Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume. Salary: $50,000 -...Temporary workWork at officeLocal areaWorldwideFlexible hoursJobot
Cincinnati, OH2 days ago- ...Civista Bank Description: POSITION PURPOSE: A Branch Operations Specialist (BOS) is responsible for making sure that all employees adhere to branch operations guidelines as well as ensure all systems operate smoothly and efficiently according to established...
Civista Bank
Latonia, KY5 days ago - ...the right parts, the right fabrication, and the right support when our customers need it most. What You’ll Do As the Branch Operations Specialist, you’ll oversee office activities, production, and facility management for one or more branch operations/locations—ensuring...Hourly payFor contractorsWork at officeLocal areaShift workNight shiftWeekend work
Belt Power, LLC
Cincinnati, OH4 days ago - A leading financial services company is seeking a Retirement Plan Specialist to facilitate 401(k) administration and reporting. This fully remote position involves reviewing client documents, preparing government filings, and maintaining client communications. The ideal...Remote work
Guidant Financial
Cincinnati, OH5 days ago - Formica Group North America is seeking a Payroll Administrator for its Cincinnati headquarters. This role includes responsibilities for processing payroll for various employee groups and maintaining payroll records. The ideal candidate will have a Bachelor’s degree in accounting...
$66.3k - $89.7k
...Cincinnati, OH Job Description We’re looking for a detail‑oriented, tech‑curious Marketing Operations Specialist to support marketing operations in North America. This role is perfect for someone who enjoys organizing information, learning new tools, and contributing to...Tata Consultancy Services
Cincinnati, OH4 days ago- ...Job Summary: The HR Operations Specialist is responsible for the administration, optimization, and continuous improvement of Human Resources systems, payroll processes, reporting, recruiting support, and HR operations across multiple locations. This position serves...Local area
Monti Inc
Cincinnati, OH3 days ago - ...mutual fund trades and support field inquiries as a subject matter expert. Responsibilities include executing trades, documenting... ...communication skills, attention to detail, and a background in trading operations. A high school diploma or GED is required, and a college degree...
- Current Xavier University employees must apply to the internal career site by logging into Workday Athletics. Operations Specialist - Athletics This full‑time, event‑driven position requires the ability to perform labor intensive set‑ups, re‑sets and conversions for all...Full timeFor contractorsSeasonal workFlexible hoursNight shiftWeekend work
- ...Bank is seeking an Institutional Support Representative II in Cincinnati, Ohio to provide support for its Institutional Brokerage Operations. This role involves front-line support, managing operational functions, ensuring adherence to regulations, and working directly...
- Balance Innovations is seeking a Vault Processor in Cincinnati, Ohio, responsible for securely managing cash and valuables within vaults. The role emphasizes accuracy and safety while handling significant cash volumes, requiring teamwork and diligence. Minimum qualifications...
- A healthcare diagnostics company is seeking a professional for their document management system support in Cincinnati, Ohio. The role involves providing remote software support, troubleshooting client issues, and maintaining documentation. Candidates must have a Bachelor...Remote jobFlexible hours
- A leading engineering firm is seeking a Senior Operations Specialist to support water treatment projects across the United States. You will lead operational and maintenance efforts, ensuring facilities run optimally while contributing to public health and environmental...Full time
$71.96k - $128.5k
Senior Operations Specialist (Water) at HDR At HDR, our employee-owners are fully engaged in creating a welcoming environment where each of us is valued and respected. We foster a culture of inclusion and empower everyone to bring their authentic selves and novel ideas...Full timeFor contractorsFor subcontractorWork at officeLocal areaWeekend work- U.S. Bank is seeking a Senior Operations Processor in Cincinnati, OH to perform bond processing for treasury customers, ensuring accuracy and timely execution. The role involves reviewing transactions, providing strong customer service, and resolving issues through data...
- Integra-Lifesciences in Cincinnati, Ohio, is seeking a Distribution Specialist to oversee daily operational performance at distribution centers. This role addresses customer escalations, ensures reliable order fulfillment, and manages service continuity. The ideal candidate...
- ...st Shift: Monday-Friday from 8AM-5:00PM ET Join us as Kitting Operations Coordinator - And become a vital part of our laboratory team.... ...frameworks for clinical research through our PPD clinical research portfolio, our work spans laboratory, digital and decentralized clinical...Work at officeRelocationRelocation packageMonday to FridayWeekend workDay shift
- Xavier Athletics seeks applications for a full time Operations Specialist who can independently, and collaboratively, perform labor intensive set-ups, re-sets and conversions for all arena events, athletic spaces, banquet room functions, and conference center use. Promptly...Full timeFor contractorsSeasonal workFlexible hoursNight shiftWeekend work
- Central Clinic Behavioral Health is hiring a Business Operations & Reporting Coordinator in Cincinnati, OH. You will partner with Finance and Facility teams to manage daily operations, collect and analyze data, and build recurring reports and KPIs for operational performance...
- Cincinnati Children's is seeking a Facilities/Operations leader to directly manage daily space planning and utilization across ambulatory sites, partnering with clinical leadership to align with organizational priorities. The role involves developing policies for improved...
- Truepoint Wealth Counsel, LLC in Cincinnati, Ohio, is seeking an Associate Trader to effectively monitor client portfolios using the Tamarac platform. This role requires a Bachelor's degree in Finance, Economics, or Accounting, and a strong attention to detail. Responsibilities...
- Overview This role provides moderately complex operational support within Human Capital (HC) including but not limited to organizational management, recruiting & learning, relocation and employee onboarding as well as additional areas as strategy dictates. Partners with...Work experience placementRelocation
- Career Opportunity: Bank Operations & Bookkeeping Specialist with Farmers and Merchants Bank in Dayton, OH Do you like being the go‑to person for banking... ...departments. Process wire transfers and support Customer Bill Pay, Online Banking, and Mobile App inquiries. Monitor...Work at office
- ...job poster from SkillDlink Staffing Services Role: OTT Video Operations Specialist Timing: This role would require flexibility in their work... ...-On Bonus We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help...Full timeWork experience placementRelocation packageDay shiftAfternoon shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Portfolio Operations & Billing Specialist (Addepar Expert). Be the first to apply!
Related searches
- operations associate Cincinnati, OH
- office operations specialist Cincinnati, OH
- operations consultant Cincinnati, OH
- it operations coordinator Cincinnati, OH
- operations specialist Cincinnati, OH
- program operations specialist Cincinnati, OH
- people operations specialist Cincinnati, OH
- bank operations specialist Cincinnati, OH
- aviation operations specialist Cincinnati, OH
- flight operations specialist Cincinnati, OH