- Korn Ferry International (Los Angeles, CA)
- …carried out. The President & CEO provides oversight in reporting, for financial system and controls, personnel law regulations and practices, media policies, ... required. Sponsor and encourage staff training in finance. Monitor all financial policies and practices while accepting fiduciary responsibility for Goodwill SOLAC.… more
- adm Promotions (New York, NY)
- …understanding and capabilities. o Support the management and development of the Tax Assistant role. Senior Tax Advisor - Reporting and Reconciliation: o Review ... local experts to empower marketing, procurement, supply chain, and sales teams, bringing simplicity, visibility, agility, and efficiency to...are seeking a highly skilled and experienced Senior Tax Advisor to join our dynamic team. This role will… more
- Assistant Secretary for Housing-Federal Housing Commissioner (Washington, DC)
- …Property implementation. Develop documentation for the solicitation of and selection of financial advisors for current asset sales , and develop documentation for ... solutions to managers and other senior level officials on program budget or financial management policies and procedures including note sales ; AND - Analyzing… more
- Wright-Patt Credit Union Inc. (Beavercreek, OH)
- The Senior Sales Assistant (SSA) is responsible for helping Senior Financial Advisors (primarily) and Financial Advisors (on a limited basis) increase ... production by performing support services so that the Financial Advisor can spend their time meeting...member center referral system. (20%) + Acts as lead sales assistant by providing guidance to … more
- Atria Wealth Solutions (Kaysville, UT)
- CUSO Financial Services, LP. (CFS) is seeking an Investment Sales Assistant to support one of our Financial Advisors at America First Credit Union in the ... Kaysville, UT area. As an Investment Sales Assistant , you become part of the... Sales , Banking, Broker, Financial Services, Financial Professional, Financial Advisor , Insurance… more
- Atria Wealth Solutions (Williston, VT)
- CUSO Financial Services, LP. (CFS) is seeking an Investment Sales Assistant to support one of our Financial Advisors at New England Federal Credit Union ... to consistently exceed NEFCU members' expectations. As an Investment Sales Assistant , you become part of...of the credit union environment providing support to the Financial Advisor and helping to build member… more
- Atria Wealth Solutions (Riverview, MI)
- …with CUSO Financial Services, LP (CFS), DFCU Financial is seeking a Financial Consultant Assistant to join the DFCU Financial team today, and ... in the country. The Opportunity: We are seeking a Financial Consultant Assistant to provide comprehensive service...revenue goals. + Promote and support Investment Services and Financial Consultant sales and marketing efforts through… more
- M&T Bank (Syracuse, NY)
- …and processing paperwork sent to the home office. + Enter trades accepted by the Financial Advisor on the appropriate system. + Maintain regular sales ... with product specific brochures or prospectuses when requested by the client or Financial Advisor . + Accept orders for securities transactions directly from… more
- Hantz Group (Ann Arbor, MI)
- Financial Planning Assistant Hantz Group is a...their licenses to grow their career or become a Financial Advisor . Essential Job Functions: + Assist in ... is the core of our holistic approach. As a Financial Planning Assistant , you will work as...Maintain Stock Room, order Hantz stationery and Product Company sales kits + Order office supplies + Perform ad-hoc… more
- JPMorgan Chase (Cupertino, CA)
- Join our fun, high-energy team as a Home Lending Assistant in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to ... to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a...significant impact on our business. As a Home Lending Assistant within Chase Home Lending, you will utilize your… more
- Travelex (Antrim, NH)
- **Customer Service Advisor -** **Asda Travel Money, Antrim** **-** **Part Time, Permanent** **Job Type:** Permanent, Part Time **Hours per week:** 16 hrs **Salary:** ... all aspects of wellbeing such as physical, mental and financial . + A wide range of employee discounts provided...yourself as a travel money ambassador and their trusted advisor , providing support and advice on great Travelex products… more
- Travelex (Swansea, IL)
- **Customer Service Advisor - Asda Travel Money, Swansea - Part Time** **Job Type:** Permanent, Part Time **Hours per week:** 16 hrs **Salary:** pounds 12.50 hour + ... and an employee wellness programme that offers wellbeing and financial advice + A wide range of employee discounts...yourself as a travel money ambassador and their trusted advisor , providing support and advice on great Travelex products… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …field with a minimum of ten (10) years of relevant experience in the financial services industry. * Sales management experience in the securities industry ... of the regional director . Extensive contact with Branch Owners (BO's) and Financial Advisors (FAs) is required to enhance relationship building and to support… more
- Citizens (Conshohocken, PA)
- …66 exams. The Investment Assistant II works closely with the assigned Financial Advisor (s) to maximize revenue production by serving as the primary liaison ... be responsible for selected marketing activities including contacting the assigned Financial Advisor 's book of business to solidify relationships, coordinating… more
- JPMorgan Chase (New York, NY)
- …Inc. (JPMPI) is a Registered Investment Adviser (RIA) that acts as a sub- advisor to open-end and closed-end registered investment companies (RICs) for clients of JP ... of ~$90 billion. Job Summary: As a Private Bank Mutual Fund Administration, Assistant Treasurer, you will play a crucial role in overseeing service providers,… more
- Wells Fargo (New York, NY)
- **About this role:** Wells Fargo is seeking an Assistant General Counsel and Vice President in the Corporate & Investment Banking (CIB) Markets Section of the Legal ... and its affiliates, including Wells Fargo Securities, LLC. Also supports Wells Fargo's sales and trading desks on matters involving Dodd-Frank, related CFTC and SEC… more
- City Wide Facility Solutions (Henderson, NV)
- …you're a master of B2B account management with a proven track record in sales , this role offers the perfect blend of relationship building and revenue generation. ... Do: + Nurture Client Partnerships: Act as the trusted advisor for your assigned clients, ensuring their complete satisfaction...a Winning Team: Manage and develop a team of Assistant Night Managers, ensuring exceptional service delivery at every… more
- Truist (Richmond, VA)
- …assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. This position will sit in the office ... transactions. 2. Receive and place orders as directed from Financial Advisor and assigned clients. Reply to...training. 2. Experience in the securities industry and/or a sales assistant role. 3. Knowledge of securities… more
- Truist (Houston, TX)
- …data in SalesForce, create meeting agendas and summaries. 5. Manage the financial advisor 's calendar to maximize the appointments' productivity by minimizing ... and process certain operational requests as instructed by the financial advisor and/or client. These may include:...training. 3. Experience in the securities industry and/or a sales assistant role. 4. Knowledge of securities… more
- JPMorgan Chase (Miami, FL)
- …or relevant experience within the financial services industry as a sales practice leader and/or assistant branch/regional manager Chase is a leading ... resources of one of the largest and most respected financial firms in the world. Our small size and...You will have the opportunity to attract and retain Advisor talent, promote business opportunities, and foster a culture… more
