Under general supervision, provides the Area Manager and Relationship Managers customer service by responding to all questions/concerns and executing all transactional requests including opening of new accounts. Assist the officers with promotion and marketing of the Bank's financial products to both existing and prospective customers. Service can be provided through face

A Commercial Private Banker is responsible for selling bank products and services to commercial clients, high net worth individuals, municipalities, and professional associations. Incumbents are expected to meet or exceed production goals. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned. Identifies and solicit

Night Auditor Requisition ID 2024 52339 Category Front Office Operations Job Location US CO Mt. Crested Butte Property Elevation Hotel and Spa Compensation Type Hourly Highgate Hotels Highgate is a premier real estate investment and hospitality management company widely recognized as an innovator in the industry. Highgate is the dominant player in U.S. gateway markets inc

Program Operations Specialists working in Evangeline's House and provide temporary shelter, care, compassion, meals, and supervision for up to six Washington State Foster Care youth (10 17 years) and emerging adults (18 20 years) in emergency placement situations for a maximum of 30 days while awaiting placement. EDUCATION AND WORK EXPERIENCE Have a high school diploma or

Prepare change orders, task orders, equitable adjustments, ROMS, and contract modifications. Conduct pricing reviews with stakeholders as needed to include Subsidiary Presidents, Member Representatives, Operation Managers, and Program/Project Managers, as required by corporate policies. Conduct contract research to establish a baseline for pricing. Perform cost analysis a

Assess and determine client's investment goals, presents proposals, and closes managed investment solutions. Follow a fiduciary standard with all clients, always doing what is in the client's best interest. Develop Affluent and HNW client relationships through targeted prospecting, external networking and internal referrals. Build a book of business achieving growth targe

Review and organize client incoming tax documents . Assist with intake of tax information and prepare for routing . Ensure all client documents are being tracked and kept current . Organize, scan and process tax documents . Assemble client tax returns following established procedures . Assist team in meeting strict government deadlines . E filing and other final delivery

Review and organize client incoming tax documents . Assist with intake of tax information and prepare for routing . Ensure all client documents are being tracked and kept current . Organize, scan and process tax documents . Assemble client tax returns following established procedures . Assist team in meeting strict government deadlines . E filing and other final delivery

The Portfolio Analyst actively supports the client relationship team in managing client investment accounts and coordinating delivery of solutions to the individuals, families, trusts, and foundations they serve. This role is responsible for analyzing, structuring, implementing and monitoring investment strategies for clients based their values, goals, and risk parameters

Provident Trust Group, an Ascensus company, is a self directed administrator and passive custodian that specializes in account administration, asset custody, qualified retirement account establishment including IRAs and Solo 401(k) accounts, and Corporate Trust services. Provident Trust Group offers a comprehensive range of trust and fund administration, asset custody, an

Prepares the Quarterly and Annual Reports on Form 10 Q/K and Proxy Statement and manage the internal and external review for these documents. Prepares Forms 8 K and other miscellaneous filings as required. Prepares the quarterly earnings releases. Prepares investor and external presentations materials. Creates and maintain SEC calendars and planning documents to communica

Exceptional analytical skills, solid quantitative training, remarkable communication skills, and creativity are the foundation for successful Associates at Secretariat. Successful candidates will join an expanding domestic and international business valuation and economic damages quantification practice. These cases will give the successful candidate exposure to unique, c

What You'll Do This position is responsible for conducting enthusiastic interactions to uncover needs, inspire possibilities, provide financial education, and deliver solutions to advance our members' financial success. Guided by a strong commitment to provide a better financial future for our members, the Financial Solutions Specialist (FSS) will suggest relevant product

BDO is a place for energetic self starters who can think and act like entrepreneurs. The Core Tax Services Intern will be responsible for utilizing his / her educational background as well as organizational skills in the service of firm's client base through the preparation of returns and extensions under the supervision of more experienced Core Tax Services professionals

SMBC Capital Markets is an interest rates derivatives trading company based in New York City, with offices in London and Hong Kong. We are a subsidiary of Sumitomo Mitsui Banking Corporation (SMBC), one of the leading global banks in Japan. Our Capital Markets business is an established derivatives dealer with a broad product portfolio, with specific emphasis on interest