- CVS Health (Austin, TX)
- …each and every day. **Position Summary** The **Senior Accounts Receivable Specialist ** prepares accounting and financial records and reports, including general ... in the accounting system. + Follow systems of checks and balances. + Allocate broker commissions for payment. + Answer internal and external customer calls. + Update… more
- ReSource Pro (Dallas, TX)
- …environment where no two issues are the same? Your role As a Technology Specialist for ReSource Pro, you will provide additional and advanced support on all helpdesk ... process, technology, and data to serve more than 1,800 clients across the carrier, broker , and MGA segments - consistently earning a +96% client retention rate for… more
- UTMB Health (Galveston, TX)
- Real Estate Program Specialist - Portfolio Management (Local Remote) **Galveston, Texas, United States** **Hot** Engineering, Crafts, Trades & Labor UTMB Health ... Certifications:** **Required:** N/A **Preferred:** + Real Estate Salesperson or Broker Licenses, CCIM designation. **Job Summary:** Provides professional, technical,… more
- Lincoln Financial (Austin, TX)
- …opportunity. **Requisition #:** 74896 **The Role at a Glance** As a Specialist , you will consult, analyze, and deliver on more complex assignments/projects within ... to help put their goals in reach. Lincoln Financial Distributors, a broker -dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial… more
- AIG (Dallas, TX)
- About the role The Regional Production Specialist must be able to illustrate the highest levels of technical proficiency and underwriting acumen combined with ... Candidates are expected to work effectively in a team environment to develop broker and portfolio strategies in addition to working independently to manage a… more
- Charles Schwab (Westlake, TX)
- …and knowledge framework + Knowledge of IRS regulations in relation to broker /dealer reporting + Excellent written and verbal communication skills + Flexibility to ... work in an evolving environment as processes and procedures are developed + Strong MS Excel skills, ability to work with large data sets + Schwab Bank experience preferred + Series 7 license preferred **What's in it for you** At Schwab, we're committed to… more
- HP Inc. (Spring, TX)
- …with US customs authorities and industry associations + Preferred Licensed Customs Broker + Experience with FTZ, Bonded Warehouse, First Sale and Duty Drawback ... programs a PLUS **Aptitude and Skills:** + Adaptable to accept and promote HP's culture, processes, tools and systems. + Preferred analytical and data modeling skills. + Strong communication skills + Strong knowledge of Microsoft Office skills (Excel,… more
- Weatherford (Houston, TX)
- …+ Maintain equity data across systems and ensure alignment with broker , payroll, and accounting records. + Support accounting processes, including journal ... entries and SEC filings (10-K, proxy). + Respond to employee equity inquiries and assist with training and education. + Coordinate with teams (Finance, Legal, Tax, Payroll, HR) and vendors (Fidelity, transfer agents). + Generate reports and dashboards for… more
- Lincoln Financial (Austin, TX)
- …to help put their goals in reach. Lincoln Financial Distributors, a broker -dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial ... is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors,… more
- JPMorgan Chase (Fort Worth, TX)
- …solutions with financial advisors from wirehouse, private bank, RIA, independent broker /dealer, and JP Morgan Chase affiliate channels. + Proactively contact ... broker -dealer firms to identify avenues for increased penetration, including...+ 5+ years' experience with financial services company in sales/ specialist role. + Extensive experience in the private alternative… more