- Bankers Life (Boston, MA)
- …of your financial expertise, including but not limited to: Personal Planning Analysis - Asset & Income Protection - Investment & Advisory Services - Trust ... Entry Level Financial Representative - Insurance Sales Location: Boston, MA, United...excel in Financial Services. Decide your path; delivering retirement protection , managing all client assets, or construct and lead… more
- Manulife (Boston, MA)
- …audits within the North America General Account Group and the Wealth and Asset Management Segment of Manulife Financial. The General Account Group handles investment ... related to the insurance business, and the Wealth and Asset Management segment manages third party assets (ie mutual...be clear, concise and well-organized, and issued within departmental service standards. + Provides on the job training and… more
- Bankers Life (Boston, MA)
- …of your financial expertise, including but not limited to: Personal Planning Analysis - Asset & Income Protection - Investment & Advisory Services - Trust ... - Hybrid Experience Location: Boston, MA, United States Job Category: Financial Representative Posted: 13-Jul-2023 Job Description Bankers Life(R), one of the most… more
- Guardian Life (Boston, MA)
- …planning, creation, and maintenance support for advisor technologies across our Protection & Wealth segments. Individual Markets provides protection products ... firms (ie, Pershing, National Financial), advisory (ie, Envestnet, Orion) and turnkey asset management platforms (TAMP). The ideal candidate will be a seasoned… more
- Guardian Life (Boston, MA)
- …and financial products in the business, personal, estate, executive benefits, asset protection , retirement planning and charitable planning markets. Proven ... knowledge of tax planning, exit planning, business succession, executive benefits, asset protection , estate, retirement planning and charitable planning to… more
- Harvard University (Cambridge, MA)
- …and spreadsheet. Required to utilize management information systems and asset /work management systems (Maximo). Driver Designation: Valid State driver's license ... Information: Job Specific Responsibilities Continued: 9. Oversee and monitor service provider/vendor performance under all operating agreements or contracts and… more
- Harvard University (Cambridge, MA)
- …and spreadsheet. + Required to utilize management information systems and asset /work management systems (Maximo). Driver Designation: + Valid State driver's license ... and procedures necessary to job performance + Oversee and monitor service provider/vendor performance under all operating agreements or contracts and ensure… more
- Manulife (Boston, MA)
- …team include but are not limited to oversight of the Funds' net asset value (NAV) calculation, the calculation of Fund distributions, facilitating Fund events, cash ... expected to interface with internal colleagues, senior management, and external service providers, when required. **Responsibilities** + Participate in the oversight… more
- Walmart (Hudson, MA)
- …and managers accountable; analyzing and interpreting reports; implementing and monitoring asset protection and safety controls; maintaining quality assurance ... key individuals or groups in the community and media as the representative for the company; presenting the company's perspective to various external organizations… more
- Manulife (Boston, MA)
- …the quarterly close process through our financial reporting teams and shared service centers, including tax and expenses; and walkthroughs and/or other financial ... in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022,… more
- Manulife (Boston, MA)
- …of the adequacy of risk management, and issue reports within departmental service standards. + Present findings and recommendations to business unit management; ... value-added and practical recommendations + Good understanding of wealth and asset management retail operations, applicable regulations, and risks + Strong… more