Provide high-level service and support to Wealth Management Teams, acting as liaison with Corporate Trustee partners.
Process and monitor multi-transactional requests, including receipts, disbursements, and unique asset paperwork.
Investigate and resolve operational questions, perform quality control reviews, and maintain internal procedures.
Mercer Advisors has been helping families amplify and simplify their financial lives for over 40 years by integrating financial planning, investment management, tax, estate, insurance, and more. The firm serves over 31,300 families across 90+ U.S. cities and is ranked #1 RIA firm by Barron's, with a culture where more than half of employees are women.
Manage day-to-day relationships for Private Equity clients, overseeing deliverables and maintaining communication with CFOs.
Review quarterly/annual financial statements ensuring compliance with UK GAAP or IFRS.
Validate investor drawdown and distribution calculations, ensuring accuracy in fund movements.
IQ-EQ is a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide. They employ 6,500+ people across 24 jurisdictions and emphasize a culture of partnership and technical expertise.
Lead and coach a team of retirement plan administrators to ensure high-quality work and compliance deadlines.
Oversee all aspects of qualified retirement plan administration and annual compliance for assigned plans.
Serve as the primary escalation point for complex administrative and client service issues.
Strongpoint Partners is a tech-enabled retirement services platform for small to mid-sized businesses. Recognized as one of Inc. 5000's fastest growing and certified as a Great Place to Work, it has a coast-to-coast network of 19 firms.
Lead delivery of high-quality depositary oversight services across a diverse portfolio of investment fund clients.
Manage client relationships, lead a high-performing team, and ensure regulatory compliance including asset verification, cash monitoring, and oversight.
Drive operational excellence, strengthen governance, and support the growth of the Depositary function.
We are a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide. We employ a global workforce of 6,500+ people across 24 jurisdictions and have assets under administration exceeding US$857 billion.
Manage full-cycle administration and compliance for a portfolio of 65-75 qualified retirement plans.
Perform annual nondiscrimination testing and coordinate valuations with actuarial teams.
Serve as a trusted advisor, handling plan design, participant transactions, and regulatory filings.
PFS specializes in retirement plan consulting and administration services for organizations. They foster a remote-friendly, collaborative culture with a focus on compliance and client success.
Lead, mentor, and develop a team responsible for delivering 3(16) fiduciary services to retirement plan clients.
Ensure exceptional client service by overseeing relationships, resolving escalated issues, and maintaining high service standards.
Drive operational efficiency by identifying opportunities to improve workflows, service delivery, and client satisfaction.
Strongpoint Partners is a tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement and HR solutions. Recognized as one of Inc. 5000's Fastest Growing Private Companies and certified as a Great Place to Work, it offers a coast-to-coast network of 19 leading firms.
Partner with the Managing Director to develop and manage high-net-worth client relationships, including investment advisory and financial planning.
Prepare customized investment proposals and provide comprehensive wealth management services using eMoney and Salesforce.
Conduct regular client portfolio reviews and proactive communication, with approximately 50% travel for client meetings.
Kayne Anderson Rudnick is a distinguished asset and wealth management firm with over $50 billion in assets under management and a national team of 135 employees. The firm maintains a collaborative, respectful culture and has been recognized for best firm culture and top rankings.
Provide day-to-day operational and administrative support to registered representatives, including handling inbound calls, emails, and scheduling.
Ensure all client paperwork and procedures comply with regulatory requirements and coordinate with internal departments.
Manage client deposits, maintain data integrity, and research client issues in cooperation with back-office partners.
Mercer Advisors is an independent fiduciary RIA firm that helps families simplify their financial lives by integrating planning, investing, tax, and estate services. With over 31,300 families served across 90+ U.S. cities, the firm is ranked #1 by Barron's and employs a diverse, flexible workforce where more than half of employees are women.
Support Wealth Management and Trust Operations as a senior resource and subject matter expert for IRA management, tax processing, audit coordination, and complex transactions.
Serve as authorized signatory for trust disbursements, coordinate tax reporting, and review complex operational transactions.
Provide technical guidance, lead initiatives, and recommend process improvements to strengthen accuracy, efficiency, and compliance.
First American Bank is a community bank with international expertise, offering traditional values and a forward-looking philosophy. With over 60 locations and assets of $8+ billion, it is the largest privately held bank in Illinois, providing employees with visibility, career growth, and stability.
Build and develop relationships with key wholesale firms, driving sales performance and commercial negotiations.
Manage a portfolio of advisory and discretionary firms, creating joint business plans and influencing regional sales teams.
Maintain expertise in L&G's investment products, represent the company at industry events, and ensure compliance with TCF principles.
Legal & General is a leading UK financial services group and major global investor, providing retirement and protection solutions and asset management. We are one of the world's largest asset managers with a welcoming, inclusive culture and opportunities to collaborate with diverse people.
Act as primary client contact, manage service enquiries, and build strong client relationships via phone, email, and virtual meetings.
Prepare and implement financial plans using eMoney, manage client accounts on the Charles Schwab platform, and maintain CRM records.
Coordinate with the Financial Advisor to ensure outstanding service, handle planning tasks independently, and streamline internal processes.
Assist World is an outsourcing company that connects global talent with US-based firms. They offer a fully remote work culture with a focus on trust and performance.