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- ...compliance reporting systems a plus Exposure to one or more Investment Adviser portfolio management and/or trading systems (e.g., Advent/Axys, Schwab PortfolioCenter, Black Diamond, Charles River) a plus Series 7/24 preferred, or willingness to obtain them within 6 months...SuggestedTemporary workLocal areaFlexible hours
$67.87k - $99.84k
...are active in community and professional organizations. You are proficient in portfolio management software such as Advent MOXY or AXYS. You are proficient in investment research software such as Morningstar Direct, Thompson Reuters or Bloomberg; Power Image and...SuggestedWork at officeLocal areaRemote workMonday to FridayMonday to ThursdayFlexible hours- ...Manhattan, NY office. Responsibilities Support annual tax return preparation and quarterly estimated tax filings Input 1099s, K-1s, W-2s, Axys information, and miscellaneous tax data into GoSystem Calculate tax estimates and prepare estimated tax vouchers Process e-filings...SuggestedWork at office
$65k - $90k
...and/or Defined Benefit Plan administrative procedures preferred Basic understanding of cash flow objectives Previous CRM, Advent Axys, Adobe and custodial portal experience is a plus Essential Traits Thoughtful ability to establish rapport and build relationships....SuggestedWork experience placementSummer workWork at officeLocal areaRemote workShift work- ...~ Ability to take ownership of projects and prioritize multiple tasks ~ Must be proficient in MS Office Suite ~ Experience with Axys, Geneva, Partner, HedgeTec, Investran or other fund accounting software strongly preferred ~ CPA or CPA candidate preferred Staff...Suggested
- ...preferred, not required At least 3 to 5 years of related experience with client exposure Strong technical skills in Excel and Advent Axys Excellent communication and presentation skills Additional Information Please attached your resume and (***) ***-**** - Thank you,...Suggested
- ...custodiansOrganized and self-motivated, with the ability to prioritize tasks and meet deadlinesExperience with Addepar, Black Diamond, Axys, APX, Orion, Archway, Solovis, Masttro, or similar wealth management platformsExperience with planning tools such as eMoney,...SuggestedFull timeWork at officeRemote work
$90k - $120k
...Comfortable with technology, software tools & applications: Able to learn new software quickly ~ Experience with Addepar, Black Diamond, Axys, APX, Orion, Archway, Solovis, Masttro or similar wealth management platforms ~ Experience with planning tools such as eMoney,...SuggestedWork at officeLocal area$60k - $72k
...flexibility and strong communication skills Strong time‑management, problem‑resolution and research skills Experience with eFront, Advent, Axys/APX or similar accounting product preferred Ability to meet tight deadlines quickly and efficiently, and to escalate expeditiously...SuggestedTemporary workH1bWork at officeWorldwide$69.62k - $114.87k
...and fixed income trades with accuracy and timelinessTroubleshoot and resolve operations and systems issues across multiple platforms (Axys, Moxy, Genesis, Black Diamond, etc.)Maintain operational efficiency and system integrityClient Relationship ManagementManage a small...SuggestedWork experience placementWork at officeShift work- ...operations. This role involves significant interaction with clients, and requires strong technical skills, especially in Excel and Advent Axys, as well as excellent communication skills. Candidates with a Bachelor's degree in Business or Finance and 3-5 years of relevant...Suggested
- ...preparation, compliance, and coordination with custodians and clients to ensure timely filings. You will support 1099s, K-1s, W-2s, and Axys input into GoSystem, perform tax estimates, and manage e-filings and calendars during peak periods. A strong background in tax for...SuggestedWork at office
$100 per hour
...Experience with Jamf Pro or other MDM platforms. Optional experience supporting finance/accounting applications. (QuickBooks, Sage, Axys, etc.) Basic understanding of bash and/or Power-shell scripting is a plus. Some responsibilities include: Working directly...SuggestedWork from homeFlexible hours