Collecting information
Organizing data
From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive.. Financial Services Representative II serves as the bank’s more experienced front-line customer service associate and is responsible for creating a welcoming environment and good impression for our customers.. Process consumer loan applications and closings and NMLS license for consumer real estate loans, in applicable markets.. Have knowledge of the ATM, Vault, Coin & Cash and GL Accounts to be balanced daily.. financial services, customer service, account opening, consumer loans, teller operations, bank products, bilingual Spanish English, client relationship, loan processing, bank compliance
If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking.. · Licensing: State Life & Health, SIE, Series 7, Series 66.. · Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program.. Join us to be part of a workplace culture dedicated to social impact and community engagement.
We are an established and expanding wealth management firm in Pennsylvania looking for a Tax Manager, to be a part of driving the success of our clients nationwide and helping advisory teams in all aspects of wealth management.. We are a high growth, private equity backed, multi branch Registered Investment Advisor.. We are seeking an experienced Tax Manager with their CPA or EA that is looking to do Individual tax return preparation and tax planning, including Gift, Trust and Estate.. The Tax Manager is responsible for tax services provided to clients such as federal, state and local income tax preparation, tax projections and analysis, and notice resolution.. So, if you are a Tax Manager with HNWI and/or Wealth Management experience, please apply today!
As an Internal Auditor within the Helicopters Internal Audit team, you will play a pivotal role in the execution of operational and compliance audit activities in our Organization in Philadelphia in collaboration with the Italian team and supporting the management in the evaluation and improvement of control frameworks and business processes.. In this position, you will collaborate closely with the key stakeholders and a variety of business departments in the Organization with the aim to develop and maintain the annual risk based audit plan and to execute internal audit activities in a multicultural team.. Master's degree in Finance/Accounting, Business Administration, or Technical/Engineering disciplines preferred.. Certified Internal Auditor (CIA) or other relevant professional certification preferred.. Minimum of 3 years of experience in external or internal audit, utilizing modern risk-based methodologies.
Prudential Advisors is looking for an experienced financial advisor in the greater Wexford market that is interested in working with an existing book of clients.. 2 retirement programs: a 401(k) with a 4% match, a cash balance pension plan.. Series 7 and 66 (or 6 and 63/65) required. Three or more years of investment sales experience. If you are interested to learn more please email me at ryan.gould@prudential.com or if you know someone feel free to forward my message to them.
Principal Consultants serve as subject-matter experts in the implementation and upgrade of the Charles River Investment Management Solution (CRIMS).. CRD helps create enterprise investment management software solutions for large institutions in the areas of institutional investment, wealth management and hedge funds.. Monitor and evaluate client requirements to identify potential enhancements to Charles River solutions and services.. Principal Consultants are expected to be have specialist expertise in one of the following consulting practice areas: Compliance, Equity, Fixed Income, Investment Solutions, Technology, Wealth Management or Project Management.. Experience supporting or implementing investment management solutions within a bank, hedge fund, asset manager or wealth management firm.
Morrison Healthcare Make a difference in the lives of people, your community, and yourself.. Join a culture of opportunity with Morrison Healthcare.. Morrison Healthcare is a leading national food and nutrition services company exclusively dedicated to serving more than 806 hospitals and healthcare systems.. Job Summary:The Division Financial Controller position requires a highly motivated professional that directly report to the Division President (DP) with savvy financial, analytical and business skills and a demonstrated ability to establish excellent working relationships with RVP, RDO and team members at the unit level, as well as client and the senior Morrison leaders.. Morrison Healthcare is a member of Compass Group.
Partners with Bank Relationship Management and Treasury teams to cultivate relationships with key liquidity providers to ensure continued access to liquidity, bring new uncommitted liquidity sources on line. May prepare forecasts, explain variances, and provide more complex analysis and modeling to support evaluation of liquidity decision-making options.. Must-Haves 3-5+ Years experience in banking, trading, or treasury operations directly aligned to the specific responsibilities for this position.. Experience with Bloomberg and GLMX. The base pay is just one component of Lincoln’s total rewards package for employees.
compliance with healthcare regulations such as HIPAA and HITECH. The EHR. members of the IT security team to ensure alignment between EHR security and. (e.g., CISSP, CISM, HCISPP) are highly desirable.. access control (RBAC), identity management, and data encryption as it relates. HIPAA, SSA and IRS Pub 1075.
The Business Assurance Security Manager ensures compliance with programs and processes to mitigate cybersecurity risk.. BA Security Manager is responsible for the communication and completion of all security questions and security audits including the management of Third-Party risk data accumulation from our clients and business partners across the organization.. Work with other organizations which we require to successfully complete third part audits including, but not limited to – HR, Compliance, Legal, Sales and Engineering (across Business Units) to make sure the team has the latest information necessary for success while minimizing findings.. Own the tooling and management of process related to Jira, Loopio and any other reporting or Audit tools, both in making sure they are configured to suit our needs but are continuously being improved for the overall Information security function.. Understand risk assessment methodologies, compliance frameworks (such as NIST, CACI, GDPR, SOC2, and PCI DSS service providers.
The Process Manager, IT Asset Management serves as the process owner for the IT Asset Management full life cycle program.. Serves as the process owner for the IT Asset Management full life cycle program. Accurately manages, optimizes and updates the organization's Configuration Management Database (CMDB) for all hardware and software assets.. Partners with the IT leadership team in developing short and long-term strategic plans as it pertains to the IT Asset Management Program. Reviews and refines IT Asset Management processes, policies and best practices
The Role Reports to the Global Chief Financial Officer with accountability to the Regional CEO (RCEO) for North America (NA).. Finance Transformation – Drive increased efficiency and visibility of business performance including, but not limited to, implementation of harmonized KPIs, automation of manual/transactional processes and ERP system upgrade.. Experience as a regional Finance Director in a professional services or private equity-backed environment is preferred.. In short, someone who will rise to the challenge of working with high-quality peers in a top tier organization, whose intellectual curiosity is balanced with emotional intelligence.. Our diverse team of world-class experts supports clients across the breadth of their organizations to operationalize sustainability, underpinned by our deep technical expertise in addressing their environmental, health, safety, risk and social issues.
We are seeking experienced Higher Education and K-12 sales professionals for two Director of Business Development positions with a Contract Food Service Management Company.. This is a fully remote position with travel throughout the lower 48 states.. Proposal & RFP Management: Evaluate RFPs and RFIs for alignment and viability; lead the development of pricing and technical proposals using company resources and financial modeling tools.. Client Engagement: Initiate and manage client relationships throughout the sales cycle, including discovery meetings, presentations, tastings, and contract negotiations.. Provide regular updates to leadership on sales activity, pipeline status, and market intelligence; ensure CRM data is accurate and up to date.
As an Analyst II on the IT/Cyber Risk team, the qualified candidate is responsible for performing testing to ensure key IT/IS controls are designed appropriately and working effectively to mitigate risks.. 1+ years of experience in IT Audit, IT Risk Management, Information Security or Cyber Security required. Industry designation preferred (e.g., CISA, CISSP, CRISC).. Building a Family: adoption, surrogacy and fertility assistance as well as paid parental and caregiver leave, Dependent Day Care FSA back-up child and adult/elder care days and childcare discounts.. Work-Life Integration: other benefits including Mentally Fit Employee Assistance Program, subsidized and discounted Weight Watchers® program and other employee discount programs.
Description : This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Provide decision making guidance throughout the entire underwriting process, using advanced analytics to drive stellar business performance.. Lead efforts in micro portfolio management activities including selection of base loss ratio for business planning, profitability studies & deep dives, dashboard maintenance, and post-event loss evaluations.. Support reinsurance purchasing with data and analysis.. ACAS or FCAS Designation. Bachelor’s degree in actuarial science, Mathematics, Applied Math, Statistics, or related field.
Assurance, Technology Risk (Manager) (Multiple Positions. MINIMUM REQUIREMENTS:Must have a Bachelor's degree in Business, Management, Engineering, Mathematics, Accounting, Finance, International Relations or a related field and 5 years of progressive, post-baccalaureate related experience working as an IT auditor or IT risk adviser for a public accounting firm, a professional services firm, or within industry.. Alternatively, will accept a Master's degree in Business, Management, Engineering, Mathematics, Accounting, Finance, International Relations or a related field and 4 years of related experience working as an IT auditor or IT risk adviser for a public accounting firm, a professional services firm, or within industry.. Must have 3 years of work experience applying relevant IT audit skills in audit engagements as a Financial Audit IT integration leader on own engagement.. Must be eligible to obtain CPA, CA, CISA, CIPP, CGEIT, CIA, CISSP, CISM, CIPT, CRISC, CMA and/or relevant certification within one year of hire.
Performs investigations pursuant to direction of in-house counsel or hospital peer review committees, often followed by written reports, of adverse events resulting in liability exposure.. Provides written reports under the direction of in-house counsel, of potential claim and claim events, which involve assessing and organizing medical reports; the gathering of all necessary facts and information; and the provision of medical literature when appropriate.. Provides assistance to the Claims Coordinator, in-house counsel, and defense counsel in the interpretation and understanding of the medical aspects of malpractice claims.. BA/BS degree in Nursing required with Professional Nursing License in Commonwealth of PA required. Choose from a wide variety of investment options through TIAA and Vanguard.
SRC Indicator: Series 7; Series 63; Series 65; Series 66. Chartered Financial Analyst - Level I - Chartered Financial Analyst Institute ; If you do not have the CFP or CFA certification, TIAA will cover the cost of obtaining a CFP or CFA and increase your base salary upon successful completion; preferred. For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.. For Applicants of Nuveen residing in Europe and APAC, please click here.
CSL Behring is a global biotechnology leader, guided by a promise to save and improve lives.. With operations in 35+ nations and ~ 30,000 employees worldwide, CSL is inspired to develop and deliver a broad range of lifesaving therapies to treat disorders such as hemophilia and primary immune deficiencies, and vaccines to prevent influenza.. Proficiency in portfolio management software and data visualization tools (e.g., Planview Advisor, Power BI, Tableau).. CSL Behring is a global leader in developing and delivering high-quality medicines that treat people with rare and serious diseases.. Our treatments offer promise for people in more than 100 countries living with conditions in the immunology, hematology, cardiovascular and metabolic, respiratory, and transplant therapeutic areas.