- Truist (Tampa, FL)
- …and/or a sales assistant role. 3. Knowledge of securities markets and brokerage accounts. 4. Knowledge of the features and attributes of annuity products. 5. ... with clients of all experience levels regarding securities transactions and brokerage accounts. 7. Effective time management skills. 8. Ability to communicate… more
- Raymond James Financial, Inc. (Fort Myers, FL)
- …a highly successful, comprehensive financial planning practice. Our Financial Planning Assistant plays the critical role in analyzing and communicating information ... experience in processing securities typically gained by working for a brokerage firm, trust company, financial planner or bank + Exceptional communication… more
- Citigroup (Tampa, FL)
- …including consumer banking and credit, corporate and investment banking, securities brokerage , transaction services, and wealth management. As a bank with a ... brain and a soul, Citi creates economic value that is systemically responsible and in our clients' best interests. As a financial institution that touches every region of the world and every sector that shapes your daily life, our Enterprise Operations &… more
- Citigroup (Tampa, FL)
- …including consumer banking and credit, corporate and investment banking, securities brokerage , transaction services, and wealth management. As a bank with a ... brain and a soul, Citi creates economic value that is systemically responsible and in our clients' best interests. As a financial institution that touches every region of the world and every sector that shapes your daily life, our Enterprise Operations &… more
- Regions Bank (Clearwater, FL)
- …and one (1) year applicable knowledge or experience in investment/portfolio management, brokerage , finance, or equivalent + Or High School Diploma/GED and three (3) ... years applicable knowledge or experience in investment/portfolio management, brokerage , finance, or equivalent **Preferences** + Bachelor's degree + Three (3) years… more
- HUB International (Pensacola, FL)
- …as required. + Oversees functions performed by lower level Account Managers and Assistant Account Managers as required. + Supports, mentors, and trains lower level ... Account Managers and Assistant Account Managers, as necessary. + Attends industry related...in an insurance Account Management role in required lines. Brokerage experience is preferred. + Excellent oral and written… more
- First Horizon Bank (Miami Lakes, FL)
- …completeness, reading all comments from the Mortgage Loan Officer (MLO)/ Mortgage Loan Assistant (MLA), indexing all the docs in the unassigned section of the ... private banking, consumer, small business, wealth and trust management, retail brokerage , capital markets, fixed income, and mortgage banking services. First Horizon… more
- USG Insurance Services, Inc. (Tampa, FL)
- …markets for placement. + Build relationships with our in house rating and brokerage markets. + Assess new business submissions and negotiate terms, by selecting the ... learn and develop new skills. + 2-3 years of experience in a Production Assistant support role preferred. + 1-3 years of experience with a wholesaler is preferred.… more