- Robert Half Finance & Accounting (New York, NY)
- …with knowledge of FINRA Regulations/Filings, policies/procedures, personal trading review/Personal Account Dealings, compliance testing and AML/KYC. Series 7 FINRA ... Assisting with client inquiries and client mailings; + Assisting with Personal Account Dealings record-keeping; + Assisting with Onboarding and AML/KYC; + Performing… more
- Robert Half Finance & Accounting (Uniondale, NY)
- …record detailed journal entries in compliance with organizational policies. + Account Reconciliations: Perform account reconciliations to ensure data integrity ... Review AP and AR transactions, work with vendors on account reconciliations as and support the month end close...finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to… more
- JPMorgan Chase (Lake Grove, NY)
- …Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. **Job ... but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades + Aid the Advisors by… more
- BrightSpring Health Services (Stony Brook, NY)
- …focus of the Clinical Liaison Nurse is to work in concert with the Account Executive(s) and GM to maintain the existing customer base, promote new referral ... and Amerita.* Coordinates referral source and patient activities closely with the Account Executive(s) responsible for the customer account . Qualifications *… more
- WMCHealth (Warwick, NY)
- …Company: Good Samaritan Hospital City/State: Warwick, NY Category: Clerical/ Administrative Support Department: General Patient Accounting Union: NO Position: ... collection process and to ensure the accuracy of the account daily. Confers with payers to determine the reason...accounts, processes the debit and credit adjustments, rebills the account to payers and systematically moves monies back to… more
- Treasury Wine Estates (New York, NY)
- …selling related activities in the market and 20% of their time accomplishing administrative duties from their remote office. + Growing Treasury Wine Estates Luxury ... market goals. + Formulating market plans by channel and account . Allocate resources to key retailers in the market....+ Ensuring compliance of National On & Off Premise account programs. + Working closely with distributor salespeople and… more
- City National Bank (New York, NY)
- …other appropriate services. * Assume primary responsibility to work with CNR Administrative group on the front-end on-boarding of new investment management and trust ... accounts. * Gather client account performance data using various reporting systems; check this...Advisor for accuracy. * Oversees the creation of new account paperwork ensuring correct client paperwork is compiled based… more
- Robert Half Accountemps (Forest Hills, NY)
- …accurate records of collection activities and update systems with the latest account information. * Collaborate with internal departments to streamline credit and ... rates. * Prepare and present detailed reports on collection performance and account statuses. * Handle escalated accounts with tact and efficiency to achieve… more
- Robert Half Management Resources (Palmyra, NY)
- …with expertise in general ledger management, month-end processes, and account reconciliation. Responsibilities: * Manage month-end close procedures, including ... ledger activities, maintaining up-to-date and accurate financial records. * Perform account reconciliations, resolving discrepancies in a timely manner. * Apply… more
- Caris Life Sciences (Albany, NY)
- …patient outcome-based selling within an assigned territory through new account acquisition. The responsibilities include identifying, prospecting, and closing new ... business at potential accounts, mentoring the Account Managers within the territory by acting as the...computer, PDA, etc. + Timely submission of all necessary administrative tasking including; weekly reports, business plans, expense reports,… more