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The Manager Finance is responsible for managing financial operations, accounting activities, tax compliance, and ensuring timely service to partners. This role includes preparing financial statements, coordinating with auditors, and supporting strategic financial initiatives within the organization.

Assist Investment Advisors in client transactions, maintain client relationships, process documentation, and support marketing initiatives for wealth management.

The Investment Associate supports a Wealth Management team, focusing on client relationships, processing transactions, and maintaining account information while assisting with marketing initiatives and administrative duties.

The role involves designing and maintaining enterprise applications using .NET and Azure, migrating legacy applications, and integrating APIs in the financial sector.

The Senior Office Services Administrator coordinates daily operations, oversees office services staff, and ensures effective service delivery while supporting various office functions and facilities.

The Analyst will conduct financial analysis and market research, prepare marketing materials, monitor market conditions, and support client coverage in ECM transactions.

The Administrative Assistant provides support tasks including managing client files, scheduling appointments, ensuring compliance, and maintaining client records while delivering exceptional customer service.

The role involves providing administrative support and customer service in the securities industry, handling client inquiries and processing transactions related to physical certificates and warrants.

Responsible for enhancing client relationships, updating financial plans, processing documentation, and supporting wealth business development with marketing initiatives.

The Infrastructure Engineer oversees IT infrastructure, manages Microsoft 365 and Azure services, supports virtualization and backup solutions, and ensures system security and operational efficiency.