- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Responsibilities:** * Monitors and reviews branch exams conducted by the PCG Branch Exam team. * Performs management activities including identifying ... through education, experience, specialized training and/or certification in securities industry compliance or supervision to lead a team of geographically-dispersed … more
- Raymond James Financial, Inc. (Walnut Creek, CA)
- …skills to fully position new Advisors for success. In conjunction with a Mentor, Branch Manager , and/or a team of Financial Advisors, the Financial Advisor ... and compliance guidelines. **Skill in:** * Operating client relationship manager system and other required software applications to produce financial plans,… more
- Performance Contracting, Inc. (Tempe, AZ)
- …+ Develop and maintain customer relationships. + Generate month-end reports for review by Branch Manager & Regional Controller. + Verify all cost coding and ... to achieve greatness. **Job Description** PCI is seeking an experienced **Office Manager ** to oversee branch administration for its **PCI Phoenix** operations… more
- Performance Contracting, Inc. (Chandler, AZ)
- …+ Develop and maintain customer relationships. + Generate month-end reports for review by Branch Manager & Regional Controller. + Verify all cost coding and ... realize your potential. **Job Description** PCI is seeking an experienced **Office Manager ** to oversee branch administration duties and operations based in… more
- Performance Contracting, Inc. (Exton, PA)
- …11246 + Section 503 + VEVRAA (4212) + In conjunction with Compliance Manager , annually review AAP goal attainment with branch management (Section 503 and ... to develop solutions, programs and policies through quarterly audit + Train branch operations with recruiting compliance , EEO principles, and anti-discrimination… more