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Company Description Evelyn Partners is the UK's leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses. We provide an award-winning service for our clients by employing the best people. Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of... more ->
Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor. You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to... 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. Finance Manager - TPSP Compensation and Loss This position will join the customer compensation and loss management team within Expedia Group's Traveler Partner Service Platform (TPSP) Finance team. Leveraging depth... more ->
The Cash Applications Specialist serves as an integral member of a quality and service driven Financial Operations team whose focus ensures the timely and accurate processing of Cash Application related tasks and driving research and resolution to customer Accounts Receivable inquiries. This position requires an individual who possesses cash application and AR skills and experience within financial support models focused on high quality, accurate completion of tasks and delivered with a Service Excellence focused approach. What you will be doing Ensure accurate and timely application of... more ->
Description: To provide members and prospective members the full range of products and services offered by the client including depository accounts such as checking, savings, certificate IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. Experience Level: Entry Level About TEKsystems: We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry... more ->
Overview: This position provides operational and trading support to Financial Advisors and their clients. Facilitates high service standards by ensuring efficient daily operations. Answers client calls for operational inquiries or account requests. Responsible for compliance documentation and filing. Processes paperwork in an accurate, timely fashion. Maintains knowledge of the Bank's policies, procedures, and systems in order to resolve operational issues. Responsibilities: Operations Support - Addresses operational client service questions and inquiries. Researches, resolves, and... more ->
Overview: This is a hybrid role, with the expectation that time working will regularly take place inside and outside of a company office. The Business Analyst II/III supports the General Bank Financial Strategy and Analytics team by performing complex data analysis to identify, measure, and advise on business profitability, growth, and efficiency. Assesses a wide scope of business practices, information and data (both internal and external), and industry/competitive trends. Determines improvements or solutions to address identified issues. Develops and presents financial analysis including... more ->
Overview: This position is in the First Line Risk Management (FRM) Team for the First Citizens Wealth Business, which includes Investment Advisory, Trust, Asset Management and Private Banking. The First Line Risk Manager role is part of the first line of defense and is responsible for consulting with, educating and supporting the First Citizens Wealth Business on the execution of the first line risk programs, promoting an environment of risk awareness and risk ownership across the Bank while adhering to the Company's Risk Appetite and Corporate Strategy. A key component of this position is... more ->
Under immediate direction, provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. Follow the established policies in accordance with the bank and the supervisor's direction Accountable for the personal achievement of monthly new account production as assigned by upper management Process deposits and pay out funds in accordance with bank procedures, to record all transactions accurately and balance each day's operations Receive cash and checks for deposit, verify amounts, and look for check endorsements Examine cash... more ->
Heritage Pointe has a Controller opportunity! The controller position (located in Warren, IN) is responsible for working closely with the CFO to support the financial responsibilities of the organization. The controller is responsible for daily accounting activities, monthly close transactions, the production of financial reports, maintenance of an adequate system of accounting records, and a comprehensive set of controls and budgets designed to mitigate risk and enhance the accuracy of the company's reported financial results in accordance with generally accepted accounting principles. The... more ->
We're bullish about your future here. Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a... more ->
Hiring for 2 Positions 1-Accountant Jr./staff 2-Sr. Accountant Purpose: This Accounting Position(s) will work cooperatively and directly with the Comptroller. The position has direct responsibility for Cash Reconciliation as well as general ledger account reconciliation and analysis for weekly and month-end closings. Job duties and responsibilities: Accounts Payable Preparing disbursements Accruing expenses; tracking prepaid expenses Maintaining vendor files including Form 1099 Prepare payment of employee expense reports Prepare monthly commission reports and payments Payroll Maintain... more ->
Overview: The successful candidate will be responsible for acquiring and managing high revenue clients, with a focus on net new client deposit acquisition. This role requires a deep understanding of complex financial products and the ability to build and maintain strong relationships with high-value clients. Exposure to a diverse mix of companies from $5 Million to $20 Million in revenue. Reviewing RFPs' and developing and implementing strategies to acquire high revenue clients, focusing on deposit acquisition. Build and maintain strong relationships with clients, understanding their... more ->