Manager, Property
Cantor Fitzgerald job in Cleveland, OH
Responsible for the development and implementation of policies, procedures and programs that will assure a well-managed, well-maintained building, placing maximum emphasis on positive response to the concerns and needs of the tenants, environmental health and safety, and quality programs, in coordination in conjunction with the owner's goals and objectives.
Responsibilities
Essential Job Duties:
Assist in solidifying positive relationship with owner by being proactive and responsive to owners' needs and requests.
Assist senior management in understanding and working with the client to determine the goals and objective for the performance of the real estate assets. Assist Vice President and Portfolio Manager in developing and implementing recommendations to position the property to achieve the highest value consistent with the owner's objective.
Prepare and report information in a timely fashion to designated staff as set forth by Newmark and the property owners.
Create and develop upgrades to services being provided by the company in an effort to exceed client expectations.
Develop and implement staffing plans and job descriptions as required for assigned sites and promote continuous education for all on-site personnel.
Bottom line responsibility for the preparation, presentation and content of the annual operating budget and monthly financial reporting package.
Responsible for the final review and approval all annual lease reconciliation and estimates.
Establish goals and objectives for the performance of the on-site staff in meeting set goals and objectives in a timely and efficient manner. Prepare employee evaluations and make promotion and compensation recommendations.
Develop a resource plan with overall accountability for delivering a completed project, meeting customer requirements, within set budgets and schedules.
Prepare lease abstracts and, in some cases, may have final approval authority of all lease abstracts and final document output.
Review specifications prepared for service contracts. Responsible for selection and final award of contract services, vendor negotiation of service agreements and the overall monitoring of vendor performance to assure full compliance with standards established within the service agreement.
Review and approval of payables and receivables as prepared at the site level.
Review and supervise all accounting output as prepared by the accounting department as required by the property.
Weekly visits to sites to review policies and procedures, personnel performance, and approving invoices requiring signature. Quarterly inspections of all properties contained within the portfolio.
Responsible for short- and long-range planning for all properties assigned.
Ensure that all fire, life safety and other safety programs are established and followed in conjunction with the Environmental Health and Safety Act.
Maintain a positive image in performing daily work both internally and externally.
May perform other duties as assigned.
Other Job Functions:
Responsible for providing input to proposal efforts with the senior management.
Work with management to develop and implement outstanding service programs for clients and tenants within portfolio.
Work closely with management to ensure the property(s) succeeds as a profit center or expense control for ownership.
May be required to conduct market surveys, recommend pricing, develop marketing programs, and establish broker rapport in support of leasing objectives.
Qualifications
Skills, Education and Experience:
Bachelor's degree in business or related field. RPA and CCIM or CPM certification required.
Minimum of 8 years' experience in property operations.
Knowledge in all aspects of business including leasing and construction management.
Must have been responsible for a portfolio of three or more projects with direct reports.
A valid real estate license is required in states where work is performed
May perform other duties as assigned
Salary: $85,000 - $110,000 annually
The expected base salary for this position ranges from $85,000 to $110,000 annually. The actual base salary will be determined on an individualized basis taking into account a wide range of factors including, but not limited to, relevant skills, experience, education, and, where applicable, licenses or certifications held. In addition to base salary and a competitive benefits package, this position may be eligible for additional types of compensation including discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.).
Working Conditions: Normal working conditions with the absence of disagreeable elements
Note: The statements herein are intended to describe the general nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified.
Auto-ApplyAccountant - Remote
Cantor Fitzgerald job in Memphis, TN or remote
As an Accountant on our Property Management Client Accounting team, this role will be responsible for the full-cycle of accounting for various commercial real estate properties. The ideal candidate will be service oriented with client satisfaction as a top priority. This role will be positioned for career growth and personal development within our accounting team. This position can be full-time remote or positioned in one of our regional accounting hubs in Pittsburgh or Denver.
ESSENTIAL DUTIES:
Prepares all aspects of the financial statement package for a set of commercial properties, including creating and posting journal entries, general ledger review and completion of back up schedules.
Partners with property managers to ensure financials are accurate and delivered timely.
Ensures all expenses, receipts, distributions, funding requests, and other accounting transactions for the period are accurately completed.
Reviews and audits financial information to ensure compliance with established procedures and accounting principles.
Responds to and resolves issues and requests from management teams and clients.
Follows standard policies and procedures to ensure internal and external reporting requirements are consistently met.
Participates in budget and forecasting functions for assigned property portfolio.
Serves as the primary accounting point of contact to the clients and property managers for the assigned portfolio.
SKILLS, EDUCATION AND EXPERIENCE:
Bachelor's degree in accounting, finance, related field, or equivalent experience.
Minimum of 1-3 years of previous accounting experience.
Understanding of Generally Accepted Accounting Principles (GAAP).
Proficient in Microsoft Office Suite applications.
Experience with computerized accounting systems, specifically Yardi and/or MRI, a plus but not required.
Effective interpersonal, verbal, and written communication skills.
Works effectively in a team environment through collaboration and partnership.
Customer service-oriented mindset.
Ability to analyze and problem solve effectively.
Detail oriented with a strong focus on accuracy.
WORKING CONDITIONS: Normal working conditions with the absence of disagreeable elements
NOTE: The statements herein are intended to describe the general nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified.
Newmark is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law.
Auto-ApplyRegistered Client Relationship Analyst
Cincinnati, OH job
Registered Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.
DUTIES and RESPONSIBILITIES:
CLIENT SUPPORT
Provide service coverage for a FA/PWA/team including:
* Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
* Executing money movement transactions at the request of the client and/or FA/PWA/team
* Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit)
* Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA/team
* Educating or enrolling clients in digital tools (e.g. MS Online, eSign, eAuthorization)
* Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team
* Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance)
* Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team
* Assists Financial Advisor(s) / team in delivering against their business plan and client service model
* Supporting the Financial Advisor/ team marketing strategy (e.g., website maintenance)
* Assist FAs/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems
* Assist with data entry for key client needs such as new account opening and financial planning at the direction of the FAs/PWAs/teams
* Remaining current on all policies, procedures, and new platforms
* Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management
ADMINISTRATIVE SUPPORT:
* Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with Financial Advisor / teams as needed)
Morgan Stanley EOE committed to diversifying its workforce.
* Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
* Maintaining travel itineraries, preparing expense reports, and managing the reimbursement process
* Assisting with general in-office support functions such as copying, filing, and scanning documentation
* Preparing and submitting expense reports for processing at the direction of the FA/PWA
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
* High School Diploma/Equivalency
* College degree preferred
* Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
* Two or more years of industry experience preferred
Knowledge/Skills
* Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
* Detail orientated with superior organizational skills and ability to prioritize
* Advanced Microsoft Office skills (Word, Excel, Outlook, and PowerPoint)
* Exceptional writing, interpersonal and client service skills
* Strong time management skills
* Team player with the ability to collaborate with others
* Ability to work in a fast-paced, evolving environment
* Adaptable and ability to multitask
* Goal oriented, self-motivated and results driven
Reports to:
* Business Service Officer
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Auto-ApplyClient Specialist
Cincinnati, OH job
About the Role:
As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed.
Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists!
The Impact You'll Make:
Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan.
Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients.
Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken.
May schedule client appointments and/or conference room for appointments.
Assemble/generate materials including paperwork and reports for client meetings.
Understand and ensure business adherence with firm and financial industry regulatory policies.
May manage FA and Team's social media presence (website, LinkedIn, X, etc.).
Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models.
May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact.
Seek ways to enhance FA(s) business effectiveness and marketability.
Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed.
May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction.
May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary.
Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities.
What You'll Bring to Baird:
2+ years of prior industry and/or administrative work experience.
Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant.
Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms.
Excellent verbal and written communication skills; ability to adeptly exchange ideas and information.
Detail oriented with an emphasis on accuracy.
Strong organizational skills -- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner.
Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations.
Good analytical and critical problem-solving skills.
Bachelor's degree preferred, not required.
#LI-PWM2
Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
Auto-ApplyConsultant Conversion: Workpl Ops & Supp III, NEX - Associate
Columbus, OH job
In the Technology division, we leverage innovation to build the connections and capabilities that power our Firm, enabling our clients and colleagues to redefine markets and shape the future of our communities. This is a Workplace Operations & Support II position at the Associate level, which is part of the job family responsible for delivering efficient technical support and ensuring smooth operations of the organization's workplace environment for end-users, including hardware, software, and network resources.
Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals.
Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on.
Company Profile
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success.
Department Profile
Workforce Services (WS) is a dynamic and fast-paced area within the firm's Enterprise Technology & Services division. We are responsible for delivering high-quality technology solutions and support functions to our internal end users as well as external clients. Our goal is to ensure all users across the firm can perform their job efficiently with minimal to no interruption.
Position Description
WS is seeking L2 technical service desk agents to support the client service desk while adhering to the firm's core values. This role is responsible for delivering exceptional customer service, efficiently executing technical requests, troubleshooting complex issues, and ensuring accurate documentation in work efforts.
What you'll do in the role:
Provide high-quality technical support on our client-facing service desk via interactions raised through phone, email, and ticket requests
Troubleshoot complex issues and implementation requests with escalation to L3 team and dev partners as required, while managing customer expectations
Accountability to performance metrics measured across multiple workstreams, including call management, email correspondence, ticket aging and resolution
Demonstrate expertise in multitasking and use knowledge base tools to drive high success in first-contact resolution
Maintain composure and professionalism in high-pressure and difficult situations
Deliver a consistent and positive customer experience across all interactions
What you'll bring to the role:
Technical aptitude with the ability to learn and support a broad range of IT systems and applications
High school diploma or GED required
Preferred: 2-5 years of demonstrated technical support experience via phone and chat, or equivalent combination of education and experience
Preferred: experience working with data transfer protocols including login credential rotations, PGP key management, FTP/SFTP configurations, and ongoing system maintenance and administration
Proven problem-solving and critical-thinking abilities
Strong interpersonal skills, empathy, active listening, and the ability to communicate clearly and professionally in a fast-paced environment are essential
Excellent customer service and communication skills (written and verbal)
Self-motivated with the ability to work independently and prioritize tasks under pressure
Technical aptitude with the ability to learn and support a broad range of IT systems and applications
Proficient in fundamental computer skills, including typing, email communication, and navigating Windows-based systems.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Auto-ApplyDir, P3, Workpl Ops & Supp III : Job Level - Director
Columbus, OH job
In the Technology division, we leverage innovation to build the connections and capabilities that power our Firm, enabling our clients and colleagues to redefine markets and shape the future of our communities. This is a Workplace Operations & Support III position at the Director level, which is part of the job family responsible for delivering efficient technical support and ensuring smooth operations of the organization's workplace environment for end-users, including hardware, software, and network resources.
Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals.
Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on.
Role Profile
Workforce Services (WS) is a dynamic and fast-paced area within the firm's Enterprise Technology & Services division. We are responsible for delivering high quality technology solutions and support functions to our internal end users. Our goal is to ensure end users across the firm can perform their job efficiently with minimal to no interruption. We are seeking a Team Leader to help the lead and shape the service desk population through adhering to the firm's core values. The ideal candidate will be a visionary and leader for their team, motivating and coaching team members with the goal of providing world class customer service.
What you'll do in the role:
* Responsible for the oversight of the Service Desk Professionals servicing the Morgan Stanley population
* Provide timely feedback, training, and coaching 70% of the time with a focus on driving incident restoration with a World Class Service experience
* Responsible for interviewing and onboarding top talent
* Conduct performance management in an effort to drive the metrics set out by the Service Desk including First Contact Resolution and Customer Satisfaction rates
* Monitor agent productivity as well as operational excellence and how it impacts the Service Desk Service Level Agreements
* Oversee outages, leverage tools when volumes are at peak and escalations occurring, which would include ServiceNow, Service Desk Knowledge, Remote Assistance among others, in an effort to resolve our internal population
What you'll bring to the role:
* 4+ years previous call-center experience or equivalent required in a technical or customer service field
* Previous Service Desk Experience
* Experience with Microsoft Office products, Windows 10, and general office computing tools required
* Passion for providing feedback & coaching
* Excellent written and oral communication skills
* Excellent time management skills
* Excellent Problem-Solving Skills
* Experience with Microsoft Office Products, Windows 10, and general office computing tools
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Expected base pay rates for the role will be between $70,000 and $105,000 per [hour/year] at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Auto-ApplyTechnician, Maintenance
Cantor Fitzgerald job in Columbus, OH
Under limited supervision, performs a variety of routine and semiskilled tasks involving general maintenance and/or repair of client facilities, equipment and grounds. Daily hours are 7am to 3:30
Responsibilities
Roles and Responsibilities:
- Keep building exterior and parking garage free from snow and ice
- Respond to tenant requests and building work orders and complete documentation
- Assist with preventative maintenance tasks and keep records
- Follow schedule and respond to after-hours calls as needed
- Assist with vendors and contractors performing site visits
- Maintain elevator lobbies
- Maintain parking garage and loading dock area
- Maintain exterior grounds: perform trash pick-up, blow leaves in fall, run tractor to remove snow from sidewalks and garage, use salt spreader on sidewalks and in garage, operate power washer
- Operate building equipment including a John Deere Gator, tractor, snow blower, power washer and billy goat
- Keep parts and supplies organized and stocked
- Assist with overtime and non-standard hours as needed
- Complete required training
Qualifications
Should have basic understanding of electrical and plumbing - will be required to troubleshoot issues with toilets and change light bulbs and ballasts
- HVAC experience is preferred but is not required.
- Ability to proficiently use hand and power tools
- Must have strong work ethic and be self-motivated
- Ability to work independently as well as with a team
- Ability to prioritize, multi-task and manage time efficiently
- Ability to problem solve and report maintenance needs to the Building Engineer
- Must be capable of receiving instructions and following through
- Must be willing to utilize smart phone provided by company
- Must be able to lift and carry 50 pounds, climb stairs and ladders
Salary: $26/hr. - $29/hr.
The hourly rate is between $26.00 and $29.00per hour, and the anticipated annual base compensation range for this position will be $54,080- $60,320 inclusive of required overtime
Working Conditions: Normal working conditions with the absence of disagreeable elements.
Note: The statements herein are intended to describe the general nature and level of work being performed by employees, and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified.
Newmark is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law.
Auto-Apply2026 Summer Associate - Law Clerk (Fully Remote)
Remote or Saint Petersburg, FL job
**One of the largest independent financial services firms in the country could be the place you build a career beyond your expectations.** Our focus is on providing trusted advice and tailored, sophisticated strategies for individuals and institutions. Raymond James Financial is a diversified holding company, headquartered in St. Petersburg, FL. Raymond James provides financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management.
At Raymond James, we are putting the power of perspectives into action and building an inclusive and diverse workforce that reflects our commitment to associates, and clients of the future. Our company values associate development and growth, offering opportunities through developmental programs, mentorships, and continuing education options.
We strive to ensure everyone feels welcomed, valued, respected and heard so that you can fully contribute your unique talents for the benefit of clients, your career, our firm and our communities. Raymond James is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
**Department Overview**
Raymond James Legal is committed to providing legal advice that supports the Firm's business objectives while adhering to our core values of Client First, Conservatism, Independence, and Integrity. The Legal department's primary mission is to: (i) provide advice that supports business unit efforts to pro-actively manage and mitigate litigation and regulatory risk; (ii) oversee litigation and regulatory enforcement matters; and (iii) assist in the execution of business transactions.
**Job Summary**
Raymond James is seeking a Summer Associate - Law Clerk. Under general supervision, the Law Clerk uses skills gained through education, training, and or experience to assist with specific legal research projects within an assigned functional area of the legal department (functional areas span litigation/arbitration, regulatory, and transactional practices). Follows established legal department procedures and receives general guidance and direction to perform each research tasks with varied complexity. Some judgment required to adapt procedures, processes, and techniques.
**Work** **Schedule:** Temporary, Full-Time; Summer **;** Monday through Friday, up to 40 hours per week
**Target Start Date** : June 1, 2026
**Target End Date** : August 7, 2026
**Duties and Responsibilities**
+ Support in-house counsel and members of the legal department in conducting legal research.
+ May conduct or update 50 state surveys.
+ Perform legal researchutilizingboth written and electronic sources.
+ Prepare legal memos.
+ Gather and compile facts and relevant case information.
+ Review legal agreements.
+ Operate standard office equipment and use required software applications.
+ Perform other duties and responsibilities as assigned.
**Knowledge, Skills, and Abilities**
**Knowledge of**
+ Fundamental concepts,practicesand proceduresofa professional office environment.
+ Basic concepts,principlesand practices of an assigned business unit.
**Skill in**
+ Operating standard office equipment andusing, orhavethe ability to learn, required software applications.
+ Ability to learn and use legalsoftwarei.e.,Westlaw, Bloomberg, etc.
+ Operating standard office equipment
+ Strong research skills
+ Excellent communication and writing skills
+ Strong attention to detail
**Ability to**
+ Maintain professional discretion and strict privacy and confidentiality.
+ Read,comprehend, and apply legal information.
+ Manage multiple tasks with changing priorities to meet deadlines in a fast-paced environment with frequent interruptions.
+ Communicate effectively.
+ Utilize established procedures, processes, and checklists.
+ Work independently as well as collaboratively within a team environment.
+ Providea high levelof customer service.
+ Establish andmaintaineffective working relationships
**Educational/** **Previous** **Experience Requirements**
+ Currently pursuing aJuris Doctor or Master of Laws degree
+ Any equivalent combination of experience, education, and/or training approved by Human Resources.
**Licenses/Certifications**
+ Nonerequired.
**Location** - **Fully Remote**
+ No travelrequired.
Team Administrator
Cleveland, OH job
The Team Administrator is responsible for providing executive assistant support for Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, including responsibilities such as phone coverage, calendar management and expense processing. A successful candidate for this role will be a highly
organized individual with strong attention to detail and the ability to multi-task.
DUTIES and RESPONSIBILITIES:
Provide administrative coverage for a FA/PWA/team including:
* Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs/PWAs/teams as needed)
* Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
* Maintaining travel itineraries, preparing expense reports, and managing the reimbursement process
* Assisting with general in-office support functions such as copying, filing, and scanning documentation
* Preparing and submitting expense reports for processing at the direction of the FA/PWA
* Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
* High school diploma/Equivalency
* Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Knowledge/Skills
* Detail orientated with superior organizational skills
* Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
* Effective communication and interpersonal skills (both written and verbal)
* Strong time management skills
* Team player with the ability to collaborate with others
* Ability to work in a fast-paced, evolving environment
* Adaptable and ability to multi-task
Reports to:
* Business Service Officer
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Auto-ApplyPart-Time Receptionist
Akron, OH job
About the Role:
As the Branch Receptionist, you'll be the first point of contact for clients, vendors, and prospects-delivering exceptional service and creating positive first impressions through warm greetings and efficient support.
This highly visible role requires outstanding communication, customer service, and organizational skills. You'll manage incoming calls, coordinate meetings and vendor visits, and ensure the reception area reflects our commitment to excellence. Your ability to multitask, stay organized, and maintain a professional demeanor will be key to supporting our team and enhancing the client experience.
The Impact You'll Make:
Greets and directs incoming clients, visitors and business associates in a helpful, professional and pleasant manner; providing information, directions or assistance as needed.
Answers phone calls coming into the branch through a switchboard and routes calls to their appropriate destination.
Plan, coordinate and arrange for vendor luncheons, client meetings, etc. Sets up conference calls.
Ensures the proper delivery of all delivered items received at the switchboard/reception desks.
Validates parking tickets for all visitors.
Sort, process and route incoming and outgoing mail.
Performs miscellaneous clerical functions, such as mailings, and assists with projects for departments as needed. May include word processing.
Copy, fax, and file various materials as needed.
Order office supplies and call in repair requests for copier, printers, and fax machines.
Schedules/monitors the use of conference rooms for financial advisors and other internal associates.
Maintains a clean and presentable area in which to greet clients, both internal and external.
Issue outgoing checks for the branch.
Performs daily deposit of checks received into the branch by mail, overnight delivery or delivered directly by the client, ensuring accuracy and safe-handling.
Performs other duties as assigned.
What You'll Bring to Baird:
High school diploma required.
Prior receptionist experience preferred.
1+ years of previous customer service or administrative experience; preferably in the financial services industry.
Excellent oral communication skills; excellent telephone and customer service skills.
Ability to work independently with minimal supervision; ability to be flexible.
Ability to handle clients professionally and manage challenging situations.
Working knowledge of MSOffice; Word, Excel, Outlook.
Good organizational skills with the ability to prioritize, monitor, and complete multiple tasks, either independently or with a team.
#LI-PWM2
Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
Auto-ApplyService Desk Site Manager
Columbus, OH job
We are seeking an experienced manager to lead our established Service Desk team. The ideal candidate will be a strategic leader with a vision for motivating the team to deliver world-class service. As the Service Desk Manager, they will collaborate with IT colleagues to identify and implement opportunities for efficiency and excellence, aiming to achieve tasks more effectively and promptly.
In the Technology division, we leverage innovation to build the connections and capabilities that power our Firm, enabling our clients and colleagues to redefine markets and shape the future of our communities. This is a Lead Workplace Operations & Support Manager position at the Vice President level, which is part of the job family responsible for delivering efficient technical support and ensuring smooth operations of the organization's workplace environment for end-users, including hardware, software, and network resources.
Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals.
Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on.
Since 1935, Morgan Stanley is known as a global leader in financial services, continuously evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.
What you'll do in the role:
* Oversee the Service Desk site, with responsibility for managing 30 to 60 employees and contractors involved in level 1 and level 2 support, knowledge management, major incident management, reporting, and training
* Convey vision, goals and direction for the team
* Define overall strategy and direction
* Lead decisively and empower the team
* Promote innovation and process improvement
* Responsible for overseeing recruitment processes and managing employee performance
* Anticipate change impact and implement solutions to reduce its effects
* Identify opportunities for efficiency improvement and automation
* Drive Service Desk KPI's and metrics
* Compile and provide reporting to Senior Management
What you'll bring to the role:
* Excellent written and oral communication skills required
* Experience with Microsoft Office products, Windows 10, and general office computing tools required
* 6+ years call-center management experience or equivalent required in a technical or customer service field
* Previous Service Desk experience expected
* College degree or equivalent experience required
* Excellent problem-solving skills required
* Experience with financial service firms a plus, but not required
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Auto-ApplyInternship - Private Wealth Management (Columbus, IN Summer 2026)
Columbus, OH job
About the Role: Our Private Wealth Management interns gain real-world, meaningful work experience, are treated as valuable team members and have the ability to directly contribute to the success of the team. Interns apply knowledge gained in the classroom to develop relevant professional experience while creating meaningful relationships and will obtain first-hand experience into the day in the life of successful Financial Advisors and their teams.
This internship requires working full time during the summer, 37.5-40 hours per week, Monday-Friday in our Columbus, IN office. We are seeking a student who can start in May 2026.
The Impact You'll Make:
* Support various projects from Financial Advisors (i.e. review reports and conduct research)
* Prepare for client meetings and presentations
* Assist with financial planning and market research
* Handle admin tasks, calls and basic client questions
* Contribute to branch marketing initiatives
* Process paperwork and documents
* Perform other duties and project support as needed
What You'll Bring to Baird:
* Pursuing a bachelor's degree in finance, business or related degree preferred
* Anticipated graduation date of December 2026 or later
* Interest in financial services and developing a career in private wealth management
* Strong verbal and written communication skills, with the ability to connect clearly and professionally with clients and associates
* Organizational excellence, with the capacity to manage multiple priorities, demonstrate strong attention to detail and ensure high-quality and on-time delivery
* High level of motivation, proactivity and strategic thinking, with a strong commitment to learning and contributing effectively
* Prior experience in an office setting is preferred
About Our Intern Program:
Jumpstart your career with Baird's high-impact summer intern program! You'll gain real-world experience, connect with inspiring leaders and grow through hands-on projects, mentorship and dynamic events. From our Intern Welcome and Baird Gives Back Day to firmwide networking and professional development, you'll be part of a vibrant, collaborative culture that values your voice and fuels your future.
Baird is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status.
#LI-CH1
Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
Branch Intern
Canfield, OH job
Why Stifel
Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.
Let's talk about how you can find your place here at Stifel, where success meets success.
What You'll Be Doing
The Branch Intern will performing a wide variety of complex and confidential administrative duties for the Financial Advisors (FA), branch support staff, and branch management. This position will also participate in special projects.
What We're Looking For
Administrative duties as needed such as answering phones, filing, scanning, travel and expense reports, data entry, and scheduling appointments.
Collection of information needed for performance reports and coordinating the appropriate paperwork and materials for client meetings.
Perform general clerical duties related to daily branch operation.
Participate in special projects for Financial Advisors and for the branch.
What You'll Bring
Ability to organize large amounts of information and prioritize workload to meet deadlines.
Effectively collaborate and work as a team with a diverse group of individuals.
Education & Experience
Minimum Required: 1-2 years industry related college coursework
Licenses & Credentials
Minimum Required: None
Systems & Technology
Proficient in Microsoft Excel, Word, PowerPoint, Outlook
About Stifel
Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel is an Equal Opportunity Employer.
Auto-ApplyMainframe CICS Systems Engineer- Vice President
Remote or Alpharetta, GA job
As a global financial services firm, Morgan Stanley is committed to technological innovation. We rely on our technologists around the world to create leading-edge, secure platforms for all our businesses. Enterprise Technology & Services (ETS) delivers shared technology services for Morgan Stanley supporting all business applications and end users. ETS provides capabilities for all stages of Morgan Stanley's software development lifecycle, enabling productive coding, functional and integration testing, application releases, and ongoing monitoring and support for over 3,000 production applications. ETS also delivers all workplace technologies (desktop, mobile, voice, video, productivity, intranet/internet) in integrated configurations that boost the personal productivity of employees. Application and end user functions are delivered on a scalable, secure, and reliable infrastructure composed of seamlessly integrated datacenter, network, compute, cloud, storage, and database functions.
Our Team
The Enterprise Z organization (EZ) is a technology enabler for the business by providing a strong, resilient, and stable platform to host and enable business innovation/growth in our lines of business and global locations. EZ consists of experienced administration, operations and engineering staff required to support the platform. In addition to flexible hours, the Firm enables its staff to work remotely. The EZ engineers work with the latest hardware and software technologies. The IBM z platform and the mainframe disk and tape technologies are frequently refreshed across our datacenters.
Mainframe CICS Engineer
The Mainframe CICS Systems Programmer/Engineer is responsible for all phases of CICS engineering, system and software maintenance, and CICS related operational functions. The candidate must be comfortable working with CICS in a 24x7 large scale Sysplex and CICSPlex environment and must be able to interface with application developers and operations teams. The CICS engineer should have strong analytical, organizational and communication skills, as well as in-depth knowledge in CICS performance & tuning, debugging and dump analysis. On-call support and maintenance outside of normal working hours are needed to support the CICS environment and to resolve issues.
Skills Required:
* Knowledge of SMP/E, software upgrades and maintenance
* Knowledge of all CICS parameters that control performance in a CICSPlex environment.
* Knowledge of CICS SMF record structure and the CICS Performance Analyzer tool to gather statistics necessary to tune CICS regions
* Experience with CICSPlex SM implementation & customization, dynamic transaction routing, etc.
* Knowledge of the CICS resource definitions, including those that pertain to CICS region performance
* Experienced with the CICS monitoring tools such as Sysview for CICS.
* Ability to perform problem determination, dump analysis and performance tuning
* Knowledge of Cobol to support application developers
* Experience with Mainframe Websphere MQ
* Excellent oral/written communication skills
Skills desired:
* Assembler, COBOL and REXX coding and knowledge of CICS Exits
* Web application support in a CICS TS V6.x environment
* Understanding of zOS facilities such as: APF, Linklist, VSAM, LPA, RLS, Coupling Facility
* Utilization of CICS Configuration Manager
* Working knowledge of zOS & CICS Explorer
* Understanding of CICS REST Services
* Prior Application programming experience a plus.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Expected base pay rates for the role will be between $150,000 and $210,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Auto-ApplyTrust & Estate Settlement Officer III
Cincinnati, OH job
About the Role: At Baird Trust, our Estate Settlement Professionals play a vital role in guiding families through one of life's most challenging transitions. We manage every aspect of settling a decedent's personal and financial affairs-from collecting and safeguarding assets to paying estate expenses, filing tax returns, and distributing assets in accordance with the estate plan. Our team also serves as a central point of coordination among beneficiaries and the decedent's financial, legal, and tax advisors. Throughout the process, we prioritize clear, transparent communication to ensure clients and beneficiaries feel informed and supported every step of the way.
The Impact You'll Make:
* Manages a book of client accounts including investment agent accounts, irrevocable trusts, IRAs, estate, administrative trust, and other account types, providing high quality estate and trust administration and service for high-net-worth clients.
* Leads client meetings and travels within a multi-state region.
* Knowledge of: tax filing for estates/trusts, recipient records, gifting of cash/securities, meeting material preparation, distribution processing (wires, checks, ACH), bill payment, records management, and assisting with online access.
* Intermediate knowledge of: asset transfers, account opening/closing, special assets, discretionary distributions, annual reviews.
* Participates in projects and/or provides oversight of new initiatives, systems, products/services and processes.
* Prompt attention to open items and tasks to be performed.
* Gather and utilize appropriate information and take urgent action in correcting problems and concerns.
* Schedules appointments, maintains calendar, and schedules and coordinates meetings, events and/or travel arrangements.
* Establishes, updates, and maintains files, and implements and maintains data management systems, as required.
* Secure and manage real and personal property assets of estates and/or trusts.
* Collaborate with attorneys, accountants, appraisers, realtors and other professionals.
* Assist in the preparation and review of federal and state estate and inheritance tax returns, gift tax returns, personal income tax returns, and fiduciary income tax returns.
What You'll Bring to Baird:
* Extensive expertise in trust administration and estate settlement, with practical experience working with trust documents, Wills, Codicils, and advanced trust accounting systems such as TrustDesk (preferred).
* Proficient in efficient file management and highly skilled in the Microsoft Office Suite.
* Demonstrated ability to consistently deliver outstanding client service and effectively utilize office technology and software for communication, organization, and collaboration.
* Strong customer care focus, with strengths in building positive relationships, creative problem-solving, and excelling in both planning and administrative tasks.
* Clear and articulate communicator-both written and verbal-capable of preparing impactful reports and correspondence for colleagues, clients, service providers, and families.
* Sharp analytical and research skills enable swift and accurate resolution of questions.
* Exceptional organizational abilities and time management skills support effective prioritization and consistent deadline achievement.
* Collaborative team player who drives shared goals and fosters a supportive work environment.
* Ensures all activities comply with legal, regulatory, and company standards, while handling data and numbers with precision.
Educational/Previous Experience:
* High School diploma required.
* Paralegal or Post-secondary degree preferred.
* 5-7 years minimum experience in estate and/or trust administration.
Licenses/Certifications:
CTFA or JD a plus
#LI-TA1
Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
Fund Accounting Associate Analyst 2
Columbus, OH job
The Fund Accounting Associate Analyst is an entry level position responsible for assisting in a variety of fund valuation activities in coordination with the Operations - Transaction Services team. The overall objective of this role is to assist in the calculation of daily and periodic Net Asset Valuations (NAVs) for funds and the distribution of associated unit prices.
**Responsibilities:**
+ Assist in distributing fund data to internal and external business partners as well as coordinate and review offshore production activities
+ Ensure accurate fund records through review of reconciliation reports
+ Communicate cash position to the investment advisor as well as research cash and funding holdings differences with custodian
+ Help process, balance, and reconcile shareholder activity with transfer agent
+ Calculate daily net asset value and market value of portfolio holdings
+ Provide support on audits and review work for adherence to procedures and compliance requirements
+ Analyze/monitor client budgets and ensure fund expenses are paid in a timely manner
+ Assist in completing all monthly, quarterly, and annual reporting requirements as well as assist with the preparation of financial statements, regulatory filings, and board materials
+ Assist in preparing and calculating tax information and reporting requirements
+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
**Qualifications:**
+ 0-2 years of relevant experience
+ Experience in business related area
+ Working knowledge of industry practices and standards
+ Proficient computer skills with a focus on Microsoft Office applications
+ Demonstrated time management skills
+ Consistently demonstrates clear and concise written and verbal communication
**Education:**
+ Bachelor's degree/University degree or equivalent experience
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**Job Family Group:**
Operations - Transaction Services
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**Job Family:**
Fund Accounting
------------------------------------------------------
**Time Type:**
Full time
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**Primary Location:**
Columbus Ohio United States
------------------------------------------------------
**Primary Location Full Time Salary Range:**
$50,600.00 - $70,600.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
------------------------------------------------------
**Most Relevant Skills**
Please see the requirements listed above.
------------------------------------------------------
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
------------------------------------------------------
**Anticipated Posting Close Date:**
Nov 24, 2025
------------------------------------------------------
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._
_View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
Appraiser, Senior
Cantor Fitzgerald job in Columbus, OH
Appraises real estate properties independently for the purposes of dispute resolution, mortgage underwriting, acquisition/disposition, portfolio analysis, estate purposes and other intended uses.
Responsibilities
Prepare complete appraisal reports independently on complex properties. Oversight of work includes collaboration with senior level staff as well as review of reports.
Conduct complete appraisals, examining and evaluating commercial properties to establish market value.
Make independent decisions and provide judgement in the development of the appraisal for complex properties.
Inspect properties.
Complete formal review responses with guidance if requested from senior staff members.
Engage directly in client meetings.
Complete formal rebuttal letters.
Maintain knowledge of current government regulations, zoning laws and appraisal standards.
Understand all necessary software programs used in the business.
Maintain familiarity with necessary data sources.
May perform other duties as assigned.
Qualifications
SKILLS, EDUCATION AND EXPERIENCE:
Bachelor's Degree, preferably in real estate or other related subjects such as economics and finance. Preference is given to MS or MBA in real estate.
Must have state appropriate Certified General Appraiser License.
Minimum of 3 - 6 years professional experience as a Commercial Real Estate Appraiser.
Must have experience and be skilled in writing appraisal and appraisal reviews of complex commercial properties.
Solid understanding of real property valuation concepts, commercial real estate terminology, and property tax jurisdictional processes and procedures.
Knowledge of Argus required.
Strong analytical and writing skills.
Strong communication skills, with both clients and market participants related to research.
Strong organizational and multi-tasking skills.
Salary: $45,000 - $50,000 annually
The expected base salary for this position ranges from $45,000 to $50,000 annually. The actual base salary will be determined on an individualized basis taking into account a wide range of factors including, but not limited to, relevant skills, experience, education, and, where applicable, licenses or certifications held. In addition to base salary and a competitive benefits package, this position may be eligible for additional types of compensation including discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.).
WORKING CONDITIONS: Normal working conditions with the absence of disagreeable elements
NOTE: The statements herein are intended to describe the general nature and level of work being performed by employees, and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified.
Newmark is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law.
Auto-ApplyInfrastructure Senior Tech Analyst Assistant Vice President
Delaware, OH job
The Infrastructure Senior Technology Analyst is an intermediate level role responsible for assisting with LAN / WAN and help desk administration activities, including network maintenance, technical guidance, and security in coordination with the Technology Infrastructure team. The overall objective is to use infrastructure technology knowledge and identified policies to process data, resolve issues and execute administrative tasks.
**Responsibilities:**
+ Create complex project plans, perform impact analyses solve/work high impact problems/projects, and provide resolutions to restore services
+ Drive Root Cause Analysis (RCA) post restoration of service
+ Design testing approaches, complex processes, reporting streams, and create automation of repetitive tasks
+ Review requirement documents, define hardware requirements and examine and update processes and procedures as necessary
+ Provide technical/strategic direction and act as advisor/coach to lower level analysts
+ Develop projects required for design of metrics, analytical tools, benchmarking activities and best practices
+ Responsible for overall operating system applications
+ Contribute to technical direction and strategic decisions
+ Has the ability to operate with a limited level of direct supervision.
+ Can exercise independence of judgement and autonomy.
+ Acts as SME to senior stakeholders and /or other team members.
+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
**Qualifications:**
+ 5-8 years of experience in Infrastructure Technologies delivery with a proven track record of operational process change and improvement
+ Ability to communicate technical concepts to non-technical audience
+ Ability to work with virtual and in-person teams, and work under pressure or to a deadline
+ Experience in a Financial Services or large complex and/or global environment preferred
+ Effective written and verbal communication skills
+ Effective analytic/diagnostic skills
**Education:**
+ Bachelor's/University degree or equivalent experience
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**Job Family Group:**
Technology
------------------------------------------------------
**Job Family:**
Infrastructure
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**Time Type:**
Full time
------------------------------------------------------
**Primary Location:**
Delaware Ohio United States
------------------------------------------------------
**Primary Location Full Time Salary Range:**
$90,080.00 - $135,120.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
------------------------------------------------------
**Most Relevant Skills**
Please see the requirements listed above.
------------------------------------------------------
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
------------------------------------------------------
**Anticipated Posting Close Date:**
Dec 23, 2025
------------------------------------------------------
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._
_View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
SRU Accounts Team Specialist
Columbus, OH job
We are seeking dedicated and detail-oriented Accounts Team Specialists to join our team. This role involves working closely with all levels of field management to ensure smooth and compliant processing of New Accounts and Account Modifications. The Accounts Team Specialists will report directly to the Regional Accounts Team Manager.
Key Responsibilities:
* Review and approve New Accounts and Account Modification requests.
* Provide exceptional customer service to internal partners.
* Research and resolve issues and deficiencies efficiently.
* Ensure timely follow-up and resolution of inquiries.
* Manage a high volume of requests in a fast-paced environment.
* Apply firm policies and procedures on account opening and maintenance, including KYC and CIP standards.
* Stay updated on SEC/FINRA, Compliance, and firm guidelines to ensure risk mitigation.
* Participate in projects and remediation efforts as needed.
Qualifications:
* FINRA Series 9/10 or Series 4 and 24 required.
* Excellent interpersonal and client service skills.
* Strong written and verbal communication skills.
* Ability to thrive in a dynamic and fast-paced environment.
Why Join Us?
* Opportunity to work with a leading firm
* Supportive and inclusive work culture.
* Opportunities for professional development and growth.
* Competitive salary and benefits package.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
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Auto-ApplyAppraiser, Senior
Cantor Fitzgerald job in Cleveland, OH
Appraises real estate properties independently for the purposes of dispute resolution, mortgage underwriting, acquisition/disposition, portfolio analysis, estate purposes and other intended uses.
Responsibilities
Prepare complete appraisal reports independently on complex properties. Oversight of work includes collaboration with senior level staff as well as review of reports.
Conduct complete appraisals, examining and evaluating commercial properties to establish market value.
Make independent decisions and provide judgement in the development of the appraisal for complex properties.
Inspect properties.
Complete formal review responses with guidance if requested from senior staff members.
Engage directly in client meetings.
Complete formal rebuttal letters.
Maintain knowledge of current government regulations, zoning laws and appraisal standards.
Understand all necessary software programs used in the business.
Maintain familiarity with necessary data sources.
May perform other duties as assigned.
Qualifications
SKILLS, EDUCATION AND EXPERIENCE:
Bachelor's Degree, preferably in real estate or other related subjects such as economics and finance. Preference is given to MS or MBA in real estate.
Must have state appropriate Certified General Appraiser License.
Minimum of 3 - 6 years professional experience as a Commercial Real Estate Appraiser.
Must have experience and be skilled in writing appraisal and appraisal reviews of complex commercial properties.
Solid understanding of real property valuation concepts, commercial real estate terminology, and property tax jurisdictional processes and procedures.
Knowledge of Argus required.
Strong analytical and writing skills.
Strong communication skills, with both clients and market participants related to research.
Strong organizational and multi-tasking skills.
Salary: $45,000 - $50,000 annually
The expected base salary for this position ranges from $45,000 to $50,000 annually. The actual base salary will be determined on an individualized basis taking into account a wide range of factors including, but not limited to, relevant skills, experience, education, and, where applicable, licenses or certifications held. In addition to base salary and a competitive benefits package, this position may be eligible for additional types of compensation including discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.).
WORKING CONDITIONS: Normal working conditions with the absence of disagreeable elements
NOTE: The statements herein are intended to describe the general nature and level of work being performed by employees, and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified.
Newmark is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law.
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