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The Concierge is responsible for providing exceptional service delivery to our internal and external customers in coordination with the Branch team. The overall objective is to effectively execute all service transactions (eg deposits, payments, address changes, replacement card orders, disputes, etc.) and sales (including opening accounts, credit cards, etc.) referral routines to deepen client relationships. . Responsibilities: Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (ex: ATM,... more ->
Description The Finance Department is recruiting for the position of Accounting Technician (Electronic Payments Technician) This recruitment will close on June 4, 2024 at 5:00 PM (PT) or when the first 150 applications are received, whichever comes first. Please apply promptly. VIEW OUR RECRUITMENT BROCHURE The Department The Finance Department is responsible for providing quantitative financial information, policy analyses, and recommendations that help the City Council and all City departments make decisions about how to best allocate the resources available to the City. The Position This... more ->
Bankers Life, a leading brand in the Financial Services industry, is seeking ambitious individuals to join our team of Insurance Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, are a natural networker, enjoy critical thinking, and strive to better your career, then consider joining our winning team of Financial Professionals. Our award-winning training equips you with the knowledge, skills, and financial strategies you need to be successful and confident in this career. Many of our talented Insurance Agents use this advantage to... more ->
Financial Representative Trainee - Springfield, MO Location: Missouri Work Type: Full Time Regular Job No: 502872 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled SHARE As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum. WHAT WE CAN OFFER YOU: Hourly Wage:... more ->
If you need assistance during the recruiting process due to a disability, please reach out to our Recruiting Accommodations Team through the Accommodation Request form . This form is used only by individuals with disabilities who require assistance or adjustments in applying and interviewing for a job. This form is not for inquiring about a position or the status of an application. Senior Accountant What you'll do Prepare month-end close journal entries and account reconciliations Perform ad-hoc analysis to assist business partners with research on any unusual transactions Prepare auditor PBC... more ->
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires... more ->
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description Lead a team responsible for the overall... more ->
A career in our Merger and Acquisition Tax practice, within Tax services, will provide you with the opportunity to help our clients meet and manage their tax obligations across unique but ever changing tax specialties. You'll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing indirect taxes, dispute resolution, and global enterprise tax solutions. Our team helps our clients with various aspects of a merger and acquisition transactions such as restructuring, divestiture, partnerships and insolvency. You'll focus... more ->
POSITION SUMMARY The Wealth Management Associate is often the first point of contact with clients on a broad array of services related to account servicing, financial plans and investment portfolios. Under the direction of the Financial Advisor/Private Wealth Advisor, this industry professional combines relationship management with marketing skills, and product knowledge to cultivate longstanding relationships with clients. This self-starter must be able to work across the team and across the firm to respond quickly and accurately to client questions and concerns. The Wealth Management... more ->
Director, Strategy Finance At WelbeHealth, it's our mission to serve our communities' most vulnerable seniors through shared intention, pioneering spirit, and courage to love. These core values and our participant focus lead the way no matter what. Reporting to the Chief Financial Officer, the Director, Strategic Finance will work closely with the CFO and other C-level executives on top priorities of the company. This includes understanding operational data to assist the team in "seeing around corners" and forward-thinking planning. The Director, Strategic Finance requires advanced strategic... more ->
Description *Please apply here and contact Michelle Espejo via LinkedIn or Email for fastest consideration for this opportunity. Join our client, a thriving advisory and wealth management firm boasting approximately $5 billion in assets under management, as an Associate Tax Wealth Advisor based in Menlo Park. This role offers a hybrid work model, providing a competitive salary and bonus structure. Dive into a dynamic environment where you'll have the opportunity to grow your career while making a meaningful impact on clients' financial success. Some Responsibilities of an Associate Tax Wealth... more ->