Ascendo Resources

Manage onboarding and operations for international accounts, ensure compliance, coordinate with internal departments, and resolve branch inquiries. | 4+ years in banking/wealth management back-office with international clients, bachelor's degree, bilingual English/Spanish, FINRA licenses preferred. | We are currently on the search for someone who carries experience with onboarding new accounts and conducting all operations related. This person will sit in a wealth management environment conducting back office operations. Responsibilities: • Facilitates the onboarding process for international clients, including individuals, complex corporate structures, and institutional investors, following established procedures. • Assists branch support and recruits in opening new accounts, ensuring all required documentation complies with jurisdictional legal opinions, which may involve detailed client and account reviews. • Maintains compliance by updating information on existing international accounts, including changes to addresses, phone numbers, and authorized individuals. • Coordinates with departments such as AML, Tax Reporting, and Legal to ensure documentation and data align with firm policies and procedures. • Provides informal guidance and training to support team members as needed. • Reviews and tracks daily reports related to new and existing international accounts. • Handles sensitive information with discretion, making informed decisions and offering solutions to complex situations. • Oversees and promptly resolves branch inquiries and concerns, ensuring a high level of client service. Qualifications: • 4+ years of experience working with new accounts and back-office operations with primarily international clients within a banking or wealth management. • Bachelor's degree in related field (Finance, Business Administration, Economics, etc.) • Bilingual - English & Spanish • FINRA licenses preferred but not required

Perform final assembly of building products, inspect quality, package products, and maintain a safe work environment. | 5+ years assembly experience, strong mechanical and hand-tool skills, ability to follow instructions, reliable attendance, and teamwork skills. | Salary: $21 per hour Reference: 405209AK Final Assembly Technician Final Assembly Technician – Jacksonville, FL A well-established manufacturing company in the Jacksonville area is seeking Final Assembly Technicians to join its growing team. We are looking for reliable, hard-working individuals with strong mechanical aptitude who take pride in producing high-quality products. This is a first-shift position with opportunities for long-term growth and on-the-job training. Responsibilities • Perform final assembly of windows, doors, or related building products using various hand tools and equipment • Apply hardware, locks, decals, and other components with accuracy and attention to detail • Inspect finished products to ensure quality and adherence to company standards • Package assembled products safely and efficiently for shipment • Complete complex assembly tasks with workmanship, efficiency, and a strong work ethic • Maintain a clean, organized, and safe work area • Support a positive team environment that promotes strong performance and continuous improvement • Communicate effectively with supervisors and team members to ensure smooth workflow Qualifications • 5+ years of assembly experience in manufacturing, production, or a related environment • Strong mechanical and hand-tool skills • Ability to follow written and verbal instructions • Reliable attendance and punctuality • Strong communication skills and the ability to work well in a team setting • Ability to lift, carry, bend, and stand for extended periods as part of daily tasks Compensation & Benefits • Pay range: $18.50 – $20.50 per hour, based on experience • Medical, dental, and vision insurance Ascendo is a certified minority owned staffing firm, and we welcome and celebrate diversity. Ascendo is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, parental status, military service or any other characteristic protected by federal, state or local law. JacksonvilleAFTEMP

Manage daily office operations, support HR initiatives, coordinate events, maintain compliance, and oversee facility maintenance. | 5+ years office management or similar experience, HR experience preferred, proficiency in Microsoft Office, bilingual Spanish/English, strong communication and organizational skills, bachelor's degree in related field. | A financial services firm is seeking an experienced Office Manager to oversee daily office operations and support HR initiatives. This role is ideal for someone who thrives in a dynamic environment, enjoys being the central point of coordination, and can balance administrative, operational, and people-focused responsibilities.ResponsibilitiesManage day-to-day office operations, vendors, supplies, and equipmentEnsure conference rooms and office technology function smoothlyMaintain business licenses, permits, records, and compliance documentationProvide administrative support including scheduling, travel, presentations, expense processing, and document managementHandle incoming calls, mail, and communication with internal and external stakeholdersCoordinate office events, meetings, and employee engagement activitiesSupport recruitment, onboarding, offboarding, and maintaining employee recordsAssist with HR processes including time-off tracking, attendance logs, and employee relations supportOversee facility maintenance, repairs, security, and safety standardsQualifications5+ years of office management, executive assistance, or similar operational experienceHuman Resources experience strongly preferredProficiency with Microsoft Office Bilingual Spanish and Englsih - (read write and speak)Strong communication, organization, and problem-solving skillsAbility to handle confidential information with discretionComfortable working onsite in a highly interactive environmentBachelor's degree in Business Administration, Human Resources, or a related field

Support trading and operations by investing accounts, ensuring trade accuracy, analyzing performance, reconciling accounts, and producing reports. | Requires 2+ years in financial services trade operations, knowledge of securities industry, portfolio accounting and CRM software experience, and strong Microsoft Office skills. | The Trading Operations Analyst reports directly to the Trading Supervisor and will support the trading and operations team. Responsibilities: • Investing new accounts across various custodians • Trade for check requests, investment changes and resigns • Ensure trades are completed accurately • Verify all client accounts are invested according to their discipline • Analyzing client account performance • Performing manual account reconciliation • Generating composite performance • Review data queries and reports for account activity that needs review or action taken • Produce daily reports for portfolio managers Job Requirements: • Prior experience in the financial services industry either with a broker/dealer, Investment Advisor, or Registered Investment Advisor • 2+ years of Back Office or Trade Operations experience strongly preferred • Knowledge of the securities industry • Experience with a portfolio accounting system and CRM software • Strong computer skills with proficiency in Microsoft Office Suite (with emphasis on Excel and Word) • Ability to communicate professionally and confidentially with clients and fellow employees • Ability to routinely manage time sensitive situations • Well-organized and able to manage multiple priorities • College graduate is preferred, but we are willing to consider industry experience in lieu of a degree.

Manage complex trusts for high-net-worth families including beneficiary relations, distributions, investment oversight, compliance, and financial reporting. | 10+ years of trust management experience, advanced fiduciary certifications or degrees, and knowledge of international regulations. | Trust Officer (Director or Manager) – Miami, FL (Remote with some) We’re seeking an experienced Trust Director / (or Manager) who has worked in the administration of complex trusts for high-net-worth families. This role is hands-on and senior-level, with responsibilities ranging from beneficiary relations and distributions to investment oversight, regulatory compliance (FATCA, CRS, AML/KYC), and financial reporting. The ideal candidate brings 10+ years of trust management and fiduciary experience, strong knowledge of international regulations, and a proven track record working with sophisticated structures. Advanced degrees or designations (TEP, CTFA, CFA, LLM/MBA) are highly valued. If you have deep expertise in fiduciary services, offshore trusts, and wealth transfer management, this is an exciting opportunity to step into a leadership role with growth potential. Apply today or share with your network!