- Deloitte (Jacksonville, FL)
- …to an elite group of specialists when needed, and be connected to a strong support system from firm leadership to ensure you are set up for success in your role and ... and tax depreciation software selection; + Helping Clients with fixed asset system implementations or upgrades; Qualifications Required: + Ability to perform job… more
- Anywhere Real Estate (Jacksonville, FL)
- …company. + Manage annual budget and strategy with brand leadership and finance . + Oversee all activities that support the accomplishing of budget requirements ... Tech-savvy with expertise in the full Microsoft suite, project management systems , and other web-based programs. + **Strategic Vision:** Ability to think… more
- Truist (Tampa, FL)
- …identified. + Supervisory responsibility for Investment Advisory accounts. Utilize multiple systems to ensure compliance with firm policies related to advisory ... by partners within the firm. + Review Reg BI advisor documentation per current policies and procedures to ensure...calls, representing the Supervision Team when discussing Policies, Products, Systems , and other items that impact the department and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …sales team and sales support team. Sales acts in two main capacities: 1) the advisor 's primary voice and resource at the home office, 2) the key partner to assist ... Callan. + Learn to utilize internal Raymond James software such as the Proposal System and Client Center. + Participate in sales trainings. + Assists with various… more
- Fifth Third Bank, NA (Jacksonville, FL)
- …needs. + Meet with customers on a regular basis to enhance the trusted advisor relationship and ensure business needs are being met. + Utilize consultative sells ... the client experience. + Utilize the Bank's Customer Relationship Management (CRM) system for client activity tracking, call reports and pipeline management. +… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …review of legal agreements and other closing documents. + May prepare financial advisor and client communications regarding loan and loan terms. + May be responsible ... for loans to be boarded on the banks servicing system and ensure all loan coding is correct. +...processing and documentation. + Basic principles of banking and finance . + Financial markets and products. + For Mortgage… more
- Deloitte (Miami, FL)
- …to an elite group of specialists when needed, and be connected to a strong support system from firm leadership to ensure you are set up for success in your role and ... 2-3 days per week + Bachelor's degree in accounting, finance , or related field + 5+ years' experience in...Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: +… more
- Robert Half Accountemps (Palm Beach Gardens, FL)
- …calls professionally, providing clear and helpful responses to client and advisor questions Requirements * Proven experience in administrative assistance, preferably ... in a trade or sales environment. * Proficiency in CRM systems and Microsoft Excel. * Strong organizational and data processing skills. * Ability to handle financial… more
- Truist (Orlando, FL)
- …including Securities Trading and Annuity Principal Review and Approval. Utilize multiple systems to ensure suitability and required documentation has been met. Focus ... observations, trends and policy oversights + Primary approval of advisor Regulation Best Interest documentation as it pertains to...are also required. **Preferred Qualifications:** + Bachelor's degree in Finance or Business. + 7 or more years of… more
- Eliassen Group (Tallahassee, FL)
- …terms and metrics are in accordance with business requirements and systems /tools implementations. + Provide recommendations based on data to improve strategic ... members on software licensing effectiveness. + Become a trusted software licensing advisor through the creation of business partnership. + Provide software licensing… more