- Deloitte (Raleigh, NC)
- …investment partnerships, alternative products, family offices, mutual funds, broker- dealers , banks, insurance companies, and other investment managers. ... Qualifications Required: + Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2-3 days per week + 5+ years' experience providing tax planning services or preparing and reviewing client… more
- TD Bank (Charlotte, NC)
- …risks and taxonomies related to consumer and commercial banking, securities (broker- dealer ), and wealth management businesses + Excellent written, verbal and ... analytical skills + Highly motivated, strong attention to detail, team oriented, organized + Strong interpersonal and presentation skills with the ability to articulate complex problems and solutions through concise and clear messaging; ability to influence… more
- The Raymond Corporation (Raleigh, NC)
- Carolina Handling, a Raymond Dealer , is one of the largest automation systems integrators in the world. We specialize in providing turnkey solutions for warehouses, ... distribution centers, and manufacturers. Our product and solutions offerings allow our customers to move material faster and more efficient by implementing automation equipment and technologies including… · Consulting · Material Handling Equipment, Parts, and… more
- Hendrick Automotive Company (Charlotte, NC)
- …Guest Services procedures. + Manages the desk log, phone up log, loaner agreement log, dealer plate log, and gas card log. + Tracks and filters all incoming calls ... and takes messages. + Communicates effectively with Guest Services Manager and Greeters. + Reconciles/updates data entry with dealership software. + Produces Daily Reports: Daily Update (1, 5, Close), Performance Metric (core Guests Services reports). + Walks… more
- Equitable (Charlotte, NC)
- …retirement related markets. + Possessing a general understanding of overall Broker/ Dealer investment and insurance products. + Performing due diligence reviews of ... new and existing third-party retirement plan products and recordkeeping firms. + Supporting advisors, internal teams, legal/compliance as a subject matter expert in ERISA and retirement plan business. + Support our in-house 3(21) & 3(38) ERISA Fiduciary… more
- M&L Chrysler Dodge Jeep Ram (Lexington, NC)
- …specifications, using hand tools, power tools, and spray painting equipment. They will also do dealer prep work. About us At M&L Chrysler Dodge Jeep Ram we strive to ... make every customer a customer for life. Happy employees make happy customers, and we reward individuals who are ready to work hard and stay motivated. Every employee at M&L Chrysler Dodge Jeep Ram is absolutely critical to its success. Our promise is to keep… more
- Belcan (Greensboro, NC)
- …experience * Experience in dealership operations or in a position with direct dealer interface a plus * Judgement abilities for prioritizing issues adding value for ... both customer and brand. * Ability to quickly gain credibility and establish positive relationships / networking. * Quality solving processes with experience in predictive analytics and data mining. * Strong customer focus (internal and external) * Fluent in… more
- NC Department of Transportation (Nash County, NC)
- …Titling and Registration System (STARS), International Registration Plan (IRP), Online Dealer Vendor systems, Credit Card System, Vehicle Tax System (VTS), ... Electronic Lien Titling (ELT) and online systems to ensure they are working properly. Documents any problems, write CR's to correct known issues, write test plans and then tests effected system for proper functionality. When new legislation is passed,… more
- Wells Fargo (Charlotte, NC)
- …+ Knowledge and understanding of regulatory compliance requirements surrounding broker dealer roles and FINRA Rules + Relevant experience within a Compliance, ... AML/KYC or Operational risk team is preferred + Understanding of BSA/AML/OFAC laws and regulations + Experience compiling metrics, customer profiles and maintaining SLA's preferred + Working knowledge of Broadridge, Calypso, GMI, COBAM, CID, and Loan IQ or… more
- Wells Fargo (Charlotte, NC)
- …to bank financial reporting requirements, such as familiarity with broker dealer and regulatory reporting requirements and processes + Foundational understanding of ... Finance and accounting functions and related supervisory expectations for large financial institutions + Experience using and/or knowledge of key risk and control considerations for key finance applications and tools. **Job Expectations:** + This position is… more