Collecting information
Organizing data
The ideal candidate will bring a robust background in wealth management operations, with a strong focus on securities and cash processing.. Minimum of 10-12 years of experience in wealth management operations, specifically in securities and/or cash processing.. Detailed knowledge of regulatory compliance related to wealth management and securities operations.. Preferred: Certified Securities Operations Professional (CSOP) or Certified Trust Operations Professional (CTOP) designation.. GDH is a premier staffing and talent solutions company dedicated to helping businesses find the best talent and assisting job seekers in finding their dream jobs.
Review customer complaints, open/closed NCRs/CARs, NDE certifications, training records.. Review QA/QC roles and responsibilities. Review Inspection, Testing and NDE procedures. Minimum of 5 years of experience of auditing in the Oil and Gas industry. Must have experience with manufacturing shops QMS Audits, review of NCRs, CARs, NDE certifications, training records, warehouse SOPs, shop SOPs, and tool calibrations, etc.
Position is currently hybrid out of our Marlborough, MA office with the opportunity to be fully remote.. Supports and oversees entry operations via Customs broker management, reporting & analytics, and partnership with TJX’s logistics and transportation groups, ensuring compliance with regulatory requirements for CBP, FDA, Fish & Wildlife, and other partner government agencies (PGAs). Responsible for daily Customs Broker support and oversight, including supervising performance to meet critical metrics, fielding inquiries, and exception management activities. Performs a wide range of customs entry audits to support the Trade Compliance audit strategy, including broker compliance and accuracy, valuation, classification, ADD/CVD, and SOX compliance. 3-5 years of import Trade / Customs Compliance or Customs Brokerage experience required
Remote, but MUST HAVE Advanced Excel; PowerPoint Presentations; and 1 + years experience or Co-Op with Customs, Logistics or Transportation.. Trade Compliance Specialist. We are seeking a detail-oriented and proactive Compliance Specialist to join our team, reporting directly to the Manager of Standards.. This is a fully remote position based out of our Massachusetts office, with occasional in-person attendance required for quarterly meetings, annual summits, or other scheduled events.. -Ensure compliance with purchase order procedures and follow up on discrepancies.
In this role, you will become an AI coach, crafting compelling questions on Finance-related topics and assessing the writing of other contributors doing the same.. Independence: Set your own hours and work remotely. Professional writing experience as a researcher, journalist, technical writer, editor, or similar role. Because this is a freelance opportunity, we do not offer internships, sponsorship, or employment.. If you are an international student, you may be able to sign up for Outlier if you are on a visa.
Areas of Interest: Bank Operations; Wealth Management Operations.. BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®. The Securities Services Operations Specialist I is primarily responsible for all transactional processing supporting Wealth Management accounts on the trust and/or bond accounting system which could include setting up and maintenance of securities, transactional processing, trade execution and settlement, foreign currency exchange, valuations, and reconciliations. You will resolve complex issues timely to minimize losses to the bank and/or client and provide support to auditors, compliance, account officers, investment managers, WMS management, and support personnel. A general understanding of trust and/or bond accounting knowledge is preferable.
Supply Chain Technology- Enterprise Asset Management (Maximo) - Senior - US Consulting.. As a performance improvement professional, you’ll help them grow and turn their strategies into reality. EAM product experience; Maximo/MAS, Oracle, Hexagon. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets.
They are ready to hire now, so don’t hesitate!. Efficiently and accurately invoice in compliance with contract agreements.. Maintain the “Closed Jobs List” for the Regional Manager.. Facilitate internal audit of projects as requested.. Manage customer aging report, follow up with customers and Project Managers with past due invoices and report results to Accounts Receivable Manager.
We provide Life Sciences companies with enriched data, insights through advanced analytics and data visualization tools to get the right treatment to the right patient at the right time.. Develop behavioral objectives, training methodology, and course materials using instructional design theory and modalities.. Apply alternative training mediums and engagement methods to increase training effectiveness of remote training and accommodate distance learning and various learning styles.. Develop and implement annual training on NCQA Case Management accreditation standards.. Qualifications: Required Current, unrestricted RN license in the state of residence and ability to obtain multi-state licensure Bachelor’s degree in nursing from an accredited college, university, or school of nursing 3+ years of case management work experience in a clinical setting (managed care setting preferred) 3+ years of experience in designing, developing, and delivering in person and virtual (remote) training courses Ability to obtain Security Clearance required.
You will work on client engagements like those assigned to our entry-level associates, gaining exposure to a variety of industries and testing out your technical know-how.. You will work alongside our senior staff and management personnel, learning from their experience as you develop your skillset.. Depending on local office needs, internships are available in assurance, tax, or a combination of the two and can be part-time or full-time.. Generally, winter semester internships run from early-January through April 15th, and summer internships can typically run from early-June through mid-August.. Intern candidates must be working toward an accounting degree and CPA exam eligibility
Title: Accountant I Department: UMCP Accounting Job Summary Accountant role is responsible for collaborating with the Finance Director and other Accountants to ensure compliance in maintaining financial records.. +2 years of experience in public accounting, preferably healthcare environment. Hearing acuity is required to be able to accurately transact business dealings.. Our Mission: To improve the quality of life for our community by providing the best patient experience for every patient.. Benefits include: •Paid Time Off •Sick Pay •Medical, Dental and Vision Insurance •Employer Paid Group Life and Voluntary Life Insurance •Short Term Disability Insurance •Long Term Disability (after 2 years of employment) •Critical Illness, Accident and Cancer Insurance •Health Care and Dependent Care Spending Accounts •401K Retirement Plan with Company Match •Employee Assistance Program Note: Some benefits require an employee contribution to participate.
Our Finance internship will provide the right individual the opportunity to gain a tremendous amount of knowledge of our company, our products, and how we work together as a high-performing team to achieve outstanding results.. Hilti is where innovation is improving productivity, safety and sustainability in the global construction industry, and beyond.. Our summer internship is a great opportunity to join the organization and get exposure to Hilti as a future employer.. 80% of our management positions are filled with internal candidates.. Throughout the summer, our interns gain exposure to all levels of management and participate in a variety of events, including orientation with other interns, hands-on tool training, meetings with our executive leadership team, and volunteer opportunities.
Key Responsibilities:Loan Origination & Underwriting: Source and originate new business loan opportunities, including term loans, lines of credit, and SBA loans.. Cross-Department Collaboration: Work with internal departments such as credit, legal, and operations to ensure smooth loan processing and compliance with bank policies.. Experience: Minimum of 3 years of experience in commercial lending, business banking, or related financial services.. Experience with SBA lending is highly preferred.. Skills:Strong knowledge of commercial lending products, underwriting processes, and credit analysis.
Recommends to the Compliance Director potential strategy and activities to ensure billing compliance Provides guidance and assistance to faculty and departmental staff in operational statutory and regulatory requirements.. Develops and executes claims data mining queries, data retrieval, analysis and management of validation reviews, and resulting educational activities to further ensure compliance.. May assist legal counsel with compliance requests from internal and external regulatory bodies.. The unique talents, perspectives, and experiences of our community enrich the learning, and working environment at OU, inspiring us to harness our innovation, creativity, and collaboration for the advancement of people everywhere.. This includes, but is not limited to, admissions, employment, financial aid, housing, services in educational programs or activities, and health care services that the University operates or provides.
Banking ACH, positive pay, reconciliation, etc.. Thorough knowledge of accounting principles, procedures, and legislation. Hands-on experience with general ledger, payroll, account payables and account receivables. BS in Accounting Trillium Construction Services has been recruiting and hiring construction and skilled trades talent for over 30 years.. By applying to this job, I agree to receive electronic communications including SMS text and email regarding future opportunities, referral bonus incentives, and other promotions from Trillium.
Delivering tailored solutions for middle-market privately owned businesses is at the heart of our organization, and as a Relationship Manager, what you do matters.. Job Description The Relationship Manager IV – Commercial Banking is primarily responsible for the sales of various financial products and the servicing of commercial loans to middle-market privately owned businesses.. Advanced knowledge of Wealth Management products, Treasury Services, deposit offerings and the other bank services.. Managers at all levels practice an open-door policy to encourage candid communication, feedback, and discussion.. Education & Experience Requirements This level of knowledge is normally acquired through completion of a Bachelor’s degree and 8-10 years’ experience in commercial lending or 14-16 years’ equivalent experience Working Conditions & Physical Requirements Office - Occasional Travel BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees.
Remote Options Available We are currently seeking an Audit Manager with seven or more years of public accounting experience.. Certified Public Accountant or qualified CPA candidate.. About Stanfield + O’Dell:Established in 1952, Stanfield + O’Dell is a dynamic and progressive large local consulting and CPA firm located in Tulsa, OK. Stanfield + O'Dell has earned its reputation as a firm of integrity and excellence through over 65 years of serving clients located throughout the United States and abroad.. This focus was apparent when Stanfield + O’Dell began as a two-person partnership in 1952 to deliver tax and accounting support services to a small but vibrant and rapidly growing town.. As Tulsa grew, the firm grew and became a partner with many of the early Christian churches, educational organizations, and outreach programs of eastern Oklahoma.