- Cardinal Health (Tallahassee, FL)
- …This role aims to enhance billing accuracy, streamline operations, and ultimately support the organization's financial reporting. **Essential Functions** **:** + ... system updates and troubleshoot as they arise, collaborating with IT and vendor support as necessary + Conduct regular audits of system data to ensure accuracy… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …risks, regulatory changes, supplier, and product risk assessments. + Provide compliance support on various investment advisory areas of coverage, not limited to ... are commensurate with the level of risk being mitigated. + Provides escalated support and guidance to compliance efforts for assigned business areas. + Informs… more
- US Bank (Fort Lauderdale, FL)
- …best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. ... and exceeds client needs. Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and...you and your family boost your health, protect your financial security and give you peace of mind. Our… more
- Cardinal Health (Tallahassee, FL)
- …wide variety of price realization initiatives and ad-hoc analysis as needed to support business opportunities. + Data analysis and financial modeling, applying ... and Sales teams. + Understand Product and Category strategy, financial objectives, and Pricing expectations. + Manage the execution...offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Creating reports, presentations and talking points for senior leaders. + Providing support and guidance for compliance efforts. + Reviewing materials for compliance ... minimum of three (3) years of experience in Compliance and/or the financial services industry preferred. ~or~ + Any equivalent combination of experience, education,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …concerns are identified and met. + Carry out delegated activities to support the identification and evaluation of risks, issues, dependencies, and constraints ... well as the design of mitigating solutions. + Contribute to and support feasibility studies from a technological and organizational perspective, and document… more
- Edward Jones (Apopka, FL)
- …long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial ... are two or three people, and in a Client Support Team Professional role, you are a critical member...a critical member of that team along with the financial advisor . You are the first voice… more
- Edward Jones (Tallahassee, FL)
- …long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial ... are two or three people, and in a Client Support Team Professional role, you are a critical member...a critical member of that team along with the financial advisor . You are the first voice… more
- Raymond James Financial, Inc. (Clearwater, FL)
- …the back office system. + Works both independently and with the team to provide support to the financial advisor . + With accuracy process client transactions ... per client request or financial advisor request. + Open new client accounts. + Ensure client paperwork and documentation is correct to submit for processing. +… more
- Truist (Orlando, FL)
- …current clients and actively sourcing prospective clients. Provides leadership to the Financial Advisor team, contributing to the short and long-term strategic ... job description:** JOB SUMMARY Provide consultative, sales and technical support to one or more Financial Advisors,...in the establishment of the strategic direction of the Financial Advisor team to increase revenue. 2.… more