Quinte West, Ontario, Canada · On-site
$27/hr–$32/hr
Essential Duties and Responsibilities – Provide exceptional participant experience by answering phone inquiries, responding to emails to resolve all client requests timely.Utilize Customer Service Management System to tr…
Skills: Customer Service, Data Stewardship, Communication, Problem Solving, Time Management
Quinte West, Ontario, Canada · Hybrid
$95k–$115k/yr
In these challenging economic times, our clients are relying on us more than ever. PTMA provides financial and investment advisory services to over 10,000 public sector clients throughout the United States. Our Product D…
Skills: Java, Node.js, SQL, Python, Web development
Quinte West, Ontario, Canada · Hybrid
In these challenging economic times, our clients are relying on us more than ever. PTMA provides financial and investment advisory services to over 10,000 public sector clients throughout the United States. Our Product D…
Skills: Java, Node.js, SQL, Python, Full stack development
Naperville, Illinois, United States · On-site
$60k–$75k/yr
Job Summary: The Fund Accountant applies principles of accounting to analyze financial information and prepare financial reports. Incumbent performs daily accounting functions for various local government investment pool…
Skills: Accounting, Financial reporting, General ledger, Reconciliations, Financial analysis
Lancaster, Pennsylvania, United States · On-site
$95k–$110k/yr
Job Summary: The Relationship Manager will primarily focus will on driving sales and marketing efforts of PMA investment products and services targeted at Pennsylvania local government clients and prospects. This role em…
Skills: Sales Strategy, Relationship Management, Municipal Finance, Cash Flow Analysis, Bond Proceeds Management
Lancaster, Pennsylvania, United States · Hybrid
$65k–$75k/yr
Job Summary: We are looking for a Sales Support Analyst to join our Pennsylvania team. Our firm offers a unique balance of ample opportunities for professional growth while maintaining close connections across all levels…
Skills: Communication, Interpersonal Skills, Time Management, Organizational Skills, Multitasking
Quinte West, Ontario, Canada · Hybrid
$115k–$125k/yr
Work Authorization (Required) Candidates must be authorized to work in the United States without employer sponsorship now or in the future. This role is not eligible for visa sponsorship or transfer. Job Summary: The IT …
Skills: Identity And Access Management, SSO Configuration, MFA Policy, Microsoft Entra ID, Okta
Quinte West, Ontario, Canada · Hybrid
$60k–$70k/yr
Position Summary PTMA Financial Solutions is seeking an HRIS Coordinator to support the day-to-day administration of our HR information systems, benefits programs, and internal employee resources. This role sits at the i…
Skills: HRIS Administration, Benefits Administration, Data Auditing, Reporting, Content Management
United States · Remote OK
$100k–$135k/yr
Job Summary: We are looking for a Director, Investment Services, to join our national sales organization as part of our California team. Our firm offers a unique balance of ample opportunities for professional growth whi…
Skills: Sales, Relationship Management, Business Development, Public Sector Engagement, Fixed Income Knowledge
Naperville, Illinois, United States · Hybrid
$120k–$145k/yr
The Software Quality Assurance and Support Manager will manage a team of quality assurance professionals who partner with 4 pods of developers and system architects to deliver and support new web and cloud based, multi-t…
Skills: QA Management, Automation Frameworks, Java, Python, JavaScript
Quinte West, Ontario, Canada · On-site
$125k–$155k/yr
Job Summary: PTMA Financial Services, an investment advisory firm with dual headquarters in Denver, CO and Naperville, IL, is looking for a Senior Credit Research Analyst. This position reports to the Head of Credit Rese…
Skills: Fundamental Credit Analysis, Fixed Income Analysis, Financial Modeling, Risk Management, Due Diligence
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The Client Services Associate provides participant support by resolving inquiries via phone and email while maintaining accurate account data. They also assist with audit deliverables, process banking requests, and coordinate compliance reporting for the firm.
Candidates must possess an Associate degree or higher, along with 1-2 years of experience in banking or customer service. Proficiency in Microsoft Outlook and Excel is required, with strong communication and organizational skills.
Essential Duties and Responsibilities –
Decision Making/Difficulty of Work:
Minimum Requirements:
Competencies Required
Computer Skills:
Interpersonal Skills:
Communication Skills:
Other Training, Education, Special Skills Required:
Education/Knowledge:
Helping Communities Thrive.
PTMA Financial Solutions provides treasury management, liquidity management, and other financial products and services to the public sector. In addition to thousands of local governments, school districts and other public entities, we also partner with over a thousand financial institutions to help strengthen communities from coast to coast. Our family of financial services companies offers investment advisory services, term investments, cashflow analysis, bond proceeds management, and public finance services for public entities plus stable deposit funding solutions for financial institutions. PTMA’s financial expertise, comprehensive products, and advanced technology help clients achieve more today for a better tomorrow. The firm’s primary operational hubs are in Denver, Colorado, and Naperville, Illinois, with other offices throughout the United States.
Offices: 717 17th Street, Suite 1850, Denver, Colorado 80202, US · 2135 City Gate Ln, 7th Floor, Naperville, Illinois 60563, US
Helping Communities Thrive.
PTMA Financial Solutions provides treasury management, liquidity management, and other financial products and services to the public sector. In addition to thousands of local governments, school districts and other public entities, we also partner with over a thousand financial institutions to help strengthen communities from coast to coast. Our family of financial services companies offers investment advisory services, term investments, cashflow analysis, bond proceeds management, and public finance services for public entities plus stable deposit funding solutions for financial institutions. PTMA’s financial expertise, comprehensive products, and advanced technology help clients achieve more today for a better tomorrow. The firm’s primary operational hubs are in Denver, Colorado, and Naperville, Illinois, with other offices throughout the United States.
Offices: 717 17th Street, Suite 1850, Denver, Colorado 80202, US · 2135 City Gate Ln, 7th Floor, Naperville, Illinois 60563, US
