- AON (Chicago, IL)
- …by delivering innovative and effective solutions supporting commercial risk. As a Broker you will report directly to the Local Mid-Market Broking Leader. This ... clients succeed. What the day will look like The Broker I is responsible for the management of a...in all activities. How this opportunity is different The Broker is responsible for the management of a complex… more
- Robert Half Legal (Phoenix, AZ)
- …financial records of trusts. * Handle trust accounting and the reconciliation of broker statements. * Manage General Ledger (G/ L ) accounts and prepare payables ... and bank deposits. * Obtain and reconcile 1099 and K-1 statements. * Handle probate administration, including the drafting of probate pleadings. * Manage irrevocable trust funding and administration post-death. * Maintain close contact with clients and… more
- Atria Wealth Solutions (Philadelphia, PA)
- …thrives on teamwork and collaboration? Through its relationship with CUSO Financial Services, L . P. (CFS) Ardent Credit Union is seeking a Financial Advisor to ... develop. + Experience and aptitude with working with a broker -dealer technology, ie, electronic order entry systems, DocuSign, etc....LP visit www.cusonet.com . CFS (Member FINRA/SIPC) is a broker -dealer and RIA with a stable, 25-year track record… more
- Atria Wealth Solutions (Cincinnati, OH)
- …on teamwork and collaboration? Through its relationship with CUSO Financial Services, L . P. (CFS) General Electric Credit Union is seeking a Financial Advisor ... external network you develop + Experience and aptitude with working with broker -dealer technology, ie, electronic order entry systems, DocuSign, etc. to process… more
- Atria Wealth Solutions (Allentown, PA)
- Through its relationship with CUSO Financial Services, L . P. (CFS) First Commonwealth Federal Credit Union is seeking a Financial Advisor to provide retirement and ... external network you develop + Experience and aptitude with working with broker -dealer technology, ie, electronic order entry systems, DocuSign, etc. to process… more
- Atria Wealth Solutions (Cincinnati, OH)
- …thrives on teamwork and collaboration? Through its relationship with CUSO Financial Services, L . P. (CFS) Kemba Credit Union is seeking a Financial Advisor to ... network you develop + Experience and aptitude with working with a broker -dealer technology, ie, electronic order entry systems, DocuSign, etc. to process business,… more
- Atria Wealth Solutions (Richmond, VA)
- Through its relationship with CUSO Financial Services, L . P. (CFS) Argent Credit Union is seeking a Financial Advisor to provide retirement and investment services ... develop + Experience and aptitude with working with a broker -dealer technology, ie, electronic order entry systems, DocuSign, etc....LP visit www.cusonet.com . CFS (Member FINRA/SIPC) is a broker -dealer and RIA with a stable, 25-year track record… more
- Atria Wealth Solutions (Raleigh, NC)
- Through its relationship with CUSO Financial Services, L . P. (CFS) Coastal Federal Credit Union is seeking a Financial Advisor to provide retirement and investment ... LP visit www.cusonet.com . CFS (Member FINRA/SIPC) is a broker -dealer and RIA with a stable, 25-year track record...their members. We're ranked as one of the top broker -dealers in the industry and we work with some… more
- Atria Wealth Solutions (Corning, NY)
- Through its relationship with CUSO Financial Services, L . P. (CFS) First Heritage Federal Credit Union is seeking a Financial Advisor to provide retirement and ... LP visit www.cusonet.com . CFS (Member FINRA/SIPC) is a broker -dealer and RIA with a stable, 25-year track record...their members. We're ranked as one of the top broker -dealers in the industry and we work with some… more
- Robert Half Finance & Accounting (Chicago, IL)
- …with the contractual terms, review the monthly revenue transactions to ensure the P& L and Balance Sheet is correctly stated * Manage the internal and external audit ... month end review of revenue to ensure the P& L is correctly stated for each brokerage service line...including a familiarity with leasing documents, commission agreements and broker contracts (preferred) * Familiar with compliance to Revenue… more
- ReSource Pro (Nashville, TN)
- …within the Business Development team to drive growth by cultivating client relationships, l eads the client account planning cycle and ensure clients' needs are ... process, technology, and data to serve more than 1,800 clients across the carrier, broker , and MGA segments - consistently earning a +96% client retention rate for… more
- Robert Half Accountemps (San Antonio, TX)
- …to provide insights that will help formulate production needs and Finance P& L development the budget, develop strategic sales plans. * Investigate and respond to ... internal, client and broker requests on a timely manner. * Strong communication and collaboration Sales Team, Sales Managers and Brokers. * Entering on promotions in… more
- Trinity Health (Springfield, MA)
- …Leads small to medium size imaging informatics and technology projects and l mentors team members on effective project management tools and techniques. Possesses ... management of the following system components: DICOM Application Server (DAS), HL7 broker , DICOM Print Server (DPS), Enterprise Archive (EA), etc. + Develops reports… more
- Tucker Company Worldwide (Haddonfield, NJ)
- …Auditing of expenses and expense accounts to ensure proper recording and G/ L allocations + Management of corporate credit cards RESPONSIBILITIES: + Maintaining ... Offboarding processes + Preparing annual 1099 filings + Helping Tucker to become a " Broker of Choice" for motor carriers by executing a payment process that is… more
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