Custodian Jobs in San Diego
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Search Results - Custodian Jobs in San Diego
Robert Half-San Diego
meetings and quarterly reviews
• Oversee new account onboarding and resolve custodian service issues
• Participate in business development activities
• Bachelor’s degree in Finance, Economics, or related field
• 5+ years of wealth management experience...
roberthalf.com -
Management Consultants for the Arts-San Diego
that is reviewed at Finance Committee and Board meetings.
10. Acting as custodian of endowment funds, marketable securities, investments and all assets of the organization.
11. Monitoring and managing the organization’s cash flow requirements, ensuring...
appcast.io -
Robert Half-San Diego
Must hold: Series 65, CFP or CFA.
• Plan to sit for the CFP exam within two years if not already certified.
• Familiarity with tools like Redtail, Orion, eMoney, Morningstar, GoToMeeting, iRebal, and Schwab custodian is a plus.
• Strong communication...
roberthalf.com -
esrhealthcare-San Diego
mitigating risk, increasing transparency, enhancing performance, and driving efficiency for thousands of broker/dealers, custodian banks and asset managers. Industry owned and governed, the firm innovates purposefully, simplifying the complexities of clearing...
jobvertise.com -
Robert Half-San Diego
or Master’s preferred
• Experience with custodians and platforms like Efront, Einvest, or Investment Café
• Strong analytical, problem-solving, and leadership skills
• Ability to manage multiple priorities in a deadline-driven environment
• Please contact...
roberthalf.com -
esrhealthcare-San Diego
and driving efficiency for thousands of broker/dealers, custodian banks and asset managers. Industry owned and governed, the firm innovates purposefully, simplifying the complexities of clearing, settlement, asset servicing, transaction processing, trade...
jobvertise.com -
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