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Job Title: AWM - Operations - PWM Transfer Settlement Group - Analyst
Location: 111 South Main Street, Salt Lake City, UT
Contract Duration: 6 Months
Opportunity
The ACAT team is responsible for delivering accurate transaction processing and exceptional client service while safeguarding the firm's capital, reputation, and regulatory standing. The AWM Operations - PWM Transfer Settlement Group Analyst will support automated account transfer activities, including reconciliations, settlements, and residual processing across mutual funds and foreign and domestic securities.
This role requires managing multiple functions while maintaining strong relationships with PWM Sales teams, counterparties, and vendors. The Analyst is expected to meet strict deadlines, comply with industry regulations, and proactively escalate issues to minimize financial, reputational, and regulatory risk.
Key Responsibilities
Facilitate account transfer requests to move client assets into and out of the firm.
Perform account verification and asset review to ensure compliance with firm and industry policies
Reconcile automated account transfer receives, delivers, residuals, mutual funds, and foreign/domestic settlements
Manage relationships with PWM Sales teams, counterparties, and vendors to ensure timely and accurate processing
Escalate issues appropriately to minimize firm exposure to operational, financial, and regulatory risks
Support project work involving data analysis to identify trends, improve workflows, and streamline processes
Day-to-Day Duties
Initiate transfer requests based on client-signed ACAT instructions to bring assets into the firm, ensuring accuracy and compliance with industry and system requirements (30%)
Reconcile incoming wires by reviewing external instructions and notifying PWM Sales teams to enter matching instructions (40%)
Facilitate account transfer deliveries by coordinating internal notifications, obtaining approvals, and completing account terminations (20%)
Participate in project-based work requiring data analysis to reduce manual touchpoints and improve operational efficiency (10%)
Position Responsibilities
Perform position-level reconciliation for all account transfer requests from counterparties and clients
Monitor and manage residual positions following ACAT transfers
Pre-populate ACAT transfer forms accurately and efficiently
Support foreign and domestic settlement activities
Identify and implement opportunities to improve controls and operational efficiencies
Deliver superior client service while mitigating operational and regulatory risk
Job Summary
We are seeking a highly organized and meticulous Legal Assistant to support our Business and Transactional Practice Group. The ideal candidate will have experience with conflict checks, engagement of clients, billing, proof reading and formatting complex legal documents, and administrative tasks, ensuring seamless support of our attorneys.
Key Responsibilities
Conflict Checks and Client Onboarding:
- Assist with conflict-check process and open new client matters.
- Draft and review engagement letters.
Billing and Administrative Support:
- Prepare and process invoices, track billable hours, and manage expense reports.
- Maintain organized electronic client files within the firm's Document Management System (e.g., iManage, NetDocuments).
- Manage complex calendars, including scheduling across multiple time zones.
Document Support:
- Proofread and edit legal documents for accuracy and consistency.
- Format and finalize complex Word documents, including managing styles, table of contents, and complex formatting.
- Assist with drafting and formatting documents as needed.
Client Relations:
- Serve as a professional point of contact for clients, opposing counsel, and other third parties.
Required Qualifications & Skills
3–5+ years of legal assistant experience, preferably in Corporate, M&A, or Finance law.
Expert-level MS Word and Adobe Acrobat skills, including:
Managing styles and formatting complex documents;
Creating and updating table of contents ;
Track changes, redlines, and collaboration.
Industry Tools
Experience with billing software, conflict-check systems, Docusign, Closing Folders, or similar transaction management software.
Proficient inn AI-powered tools for document review, drafting, and research.
Soft Skills
Excellent communication, organizational, and time-management skills, ability to maintain confidentiality and work well under pressure.
Inpatient Neurologist for Large Neuro-Hospitalist Group/ Cocoa FL
- Excellent Work/Life Balance!Leading healthcare group on Floridas Space Coast is recruiting a BC/BE Neuro-hospitalist to join team of 6.
Convenient 7 on 7 off schedule from 7:00 am 7:00 pm from one hospital with 550 beds.
This is a well-developed practice with an average of 15-16 patients per day and neuro-hospitalist is only called in when the case is ready.
Light call of 1:3 and with no more than 5 calls per month by phone.
Tele stroke program assists with the call.
Generous compensation package.
Illinois
- Gastroenterologist Group seeks a BE/BC Gastroenterologist to join their community practice in northern Illinois.
Help build a leading digestive health program to support a growing community with a primary market of a population of 350,000 and a secondary market of more than 750,000.
Your community-based practice will flourish with the following support and benefits: Quaternary support in patient care from UW Health University Hospital in Madison, Wisconsin, with the ability to participate in weekly tumor boards and clinical trials They employ more than 280 providers in northern Illinois.
Within their medical group, there are 140 primary care providers who provide care to more than 132,000 unique patient lives.
Work in collaboration with their comprehensive interdisciplinary cancer team which has more than 70% of the market share Local teaching opportunities of rotating GI residents and fellows, as well as medical students Benefits They offer a highly competitive salary guarantee with wRVU production and other incentives.
Their comprehensive benefits package includes: Competitive salary range (based on experience): $520,000 $604,035 Generous vacation and CME benefits Potential opportunity for additional compensation Professional society dues, credentialing expenses & hospital dues covered Interview and relocation expenses paid Flexible insurance package with health, dental, vision, disability and life Retirement Plan match and contribution Malpractice with tail coverage Generous provider referral bonus About the area: Recently named the number one housing market in America by
We are seeking a Gastroenterologist for an opportunity to join an expanding practice in the Metro Detroit area:- Top Gastro group that is very well established i- ERCP training a plus- Group consists of several GI Physicians- Have (2) surgical centers that have achieved accreditation by the Accreditation Association for Ambulatory Health Care (AAAHC).- Access to Barrx and Bravo PH Monitoring systems onsite along with Infusion Center, Pathology Lab and Histology Lab- Employed position with partnership opportunitiesFor more information regarding this opportunity, contact Lisa Verhelle at or at
Cardiology - 1 Hour From Memphis
- Large, extremely busy, multi-specialty group seeks BC/BE Non-Invasive, Interventional, and Invasive Cardiologists to join their team
- Competitive base salary offered - to be discussed with employer directly
- Cardiology department has 6 physicians and 13 APPs
- In-house Nuclear Medicine/Stress Test, ECHO, and EKG
- Bread & Butter available and ability to include TAVRs & Watchmans
- Call: Physicians participate in a rounding week supported by two inpatient NPs every 7 weeks, hospital calls are isolated during this week. Each physician is also responsible for a backup week in the middle of the 7-week cycle and is responsible for office support/unassigned noninvasive studies
- No structural cases
- Shared EHR across all specialties
- Large Primary Care referral base providing built-in referrals
- Medical group is physician owned and governed
- 3-year partnership track with minimal buy-in
- Low cost of living and no state income tax
- Full benefits package offered including health coverage, malpractice coverage, 10 days of CME plus allowance, up to 6 weeks of vacation, 401k/profit sharing, and more!
- Located one hour from Memphis and two hours from Nashville
- Regional airport in town; 2 hours from international airport
- No visa sponsorship available
Rheumatology - 1 Hour From Memphis
- Large, extremely busy, multi-specialty group seeks a BC/BE Rheumatologist to join their team
- Competitive base salary offered - to be discussed with employer directly
- Outpatient practice - opportunity to build practice to your skills
- 5 infusion chairs and in-house pharmacy in same location
- No call
- No nights/weekends
- Shared EHR across all specialties
- Large Primary Care referral base providing built-in referrals
- Medical group is physician owned and governed
- 3-year partnership track with minimal buy-in
- Low cost of living and no state income tax
- Full benefits package offered including health coverage, malpractice coverage, 10 days of CME plus allowance, up to 6 weeks of vacation, 401k/profit sharing, and more!
- Located one hour from Memphis and two hours from Nashville
- Regional airport in town; 2 hours from international airport
- No visa sponsorship available
- Purpose of the positionNeed Complete project from initial Line Set up, electrical Wiring to final equipment inspection and maintenance, ensuring the operation of the assembly line and equipment smoothly Running.Duties and Responsibilities 1. Production line framework Setup
2. Production electrical Wire planning and setup
3. Project equipment and consumables procurement tasks Complete
4. Equipment/consumables management
5. Electrical and mechanical safety education and training
6. Infrastructure maintenance
7. Equipment Safety inspection
8. Energy conservation and emission reduction implementation
9. Regularly inventory assets within the responsibility range, ensuring account consistency.
10. Implementing safety production, on-site management, and labor protection special work within the responsibility range.Education and work experience- Successful completion of 4-years of high school, or equivalent, plus completion of two years of college or graduation from a two-year technical college with an associate’s degree. Degree required: Diploma
Working conditions- Office-based role, fast-paced work environment
- The position requires flexible working hours coordination capacity, the ability to respond to emergencies when necessary, and a willingness to adjust personal schedules as needed to support team goals and ensure smooth overall operations.
Functional Skills:
1. Equipment Maintenance and Management Ability
2. Project Planning and Execution Ability
3. Energy Conservation and Emission Reduction Implementation Ability
4. Learning and Innovation Ability
Core Skills:
1. Knowledge and Technical Ability
2. Problem-Solving Ability
3. Safety Awareness
4. Team Assistance Ability
AMS Industries, Inc. is a leading mechanical contracting firm serving the commercial, industrial, refrigeration, and nuclear industries (PMT). With over 60 years of experience, AMS has grown from a small refrigeration contractor into a multi-discipline, multi-market MEP contractor with more than 1,000 employees. We are committed to delivering exceptional service to our clients, investing in the development of our people, and strengthening the communities we serve.
Located at our Woodridge, IL facility and reporting to the Associate Vice President of Fire Protection, this position will be responsible for estimating, selling, and managing fire sprinkler projects while supporting the continued growth and expansion of our Fire Protection division. This role offers the opportunity to work closely with existing clients while developing new business relationships and contributing to the overall success and profitability of the department.
Responsibilities:
- Estimate, sell, and manage fire sprinkler projects of varying sizes, including service, tenant, and commercial.
- Primary responsibilities will be to develop and expand our sales opportunities and revenue base within the parameters of our current business model focusing on the Fire Protection clients within the Chicago and Northern Indiana regions.
- In addition to the Fire Protection sector, your responsibilities may extend into crossover opportunities within our mechanical, plumbing, electrical, refrigeration, and industrial groups.
- Manage and establish growth through existing AMS clients which will be provided as well as pursuit of new and perspective clients.
- Manage internal project accounting requirements, prepare routine financial updates.
- Participation in general marketing through associations, affiliations and personal contacts. AMS encourages networking from time to time, which requires attendance at functions that occur after hours and weekends.
- Assist and complement the administration and support services of the department to achieve maximum quality, efficiency and optimum growth, as well as corporate profitability.
- Assistance in collections of A/R when it has become problematic and unresolved through our support staff.
Qualifications:
- 3–7 years of experience in fire protection, fire sprinkler estimating, project management, or related construction sales role required.
- Proven experience estimating, selling, and managing fire sprinkler projects, including service, tenant improvement, and commercial work.
- Strong understanding of fire sprinkler systems, NFPA codes, and construction practices preferred.
- Demonstrated ability to develop new business, build client relationships, and grow revenue within existing and new accounts.
- Experience preparing estimates, proposals, and managing project financials, including cost tracking and forecasting.
- Ability to identify and pursue cross-selling opportunities within mechanical, plumbing, electrical, refrigeration, and industrial service offerings.
- Strong organizational skills with the ability to manage multiple projects and priorities simultaneously.
- Experience working with construction contracts, project documentation, and job cost reporting preferred.
- Self-motivated, results-driven, and capable of working independently while contributing to team success.
- Willingness to participate in networking, industry associations, and client events as part of business development efforts.
Do you have a passion for relationship management and the personal touch of the financial advisory space, but don't want to be targeted on hard sales and cold calls?
If your passion lies in developing and nurturing relationships, rather than being transactional, this could be a breath of fresh air.
We are currently partnered with one of the leading privately owned wealth management firms in the U.S. who are seeking a Private Client Relationship Manager to join their Advisory Group.
Their Advisory Group solely focuses on building deep relationships with their clients to deliver a high level of service, and achieve their financial goals.
What You'll Be Doing:
- Build strong, lasting relationships with high-net-worth clients, ensuring their financial goals and needs are being met.
- Explain and educate clients on investment strategies, providing insights on market trends and current positioning.
- Regularly speak with clients, maintaining a proactive approach to review their positions and any potential life changes that may impact their goals.
- Collaborate with internal teams to ensure the best outcome for your clients.
Is It For You:
- You have a passion for discussing capital markets, global events, and their impacts on portfolios.
- You are a natural people person, priding yourself on your ability to develop meaningful relationships to deliver a high level of service in everything you do.
- You're skilled at explaining complex financial terms and events to a broad audience.
Why This Firm:
- No sales and prospecting, your focus is 100% on building trusted relationships with high-net-worth individuals.
- Strong internal support, with ongoing training and working closely with senior leadership to deliver real value to your clients.
- Excellent career development, with a clear path for advancement and opportunities to move across teams and offices.
- Well compensated, with a competitive base salary, performance bonus, and one of the best benefit packages in the industry.
If you're looking to transition into a purely relationship management focused opportunity, let's talk.
