- Raymond James Financial, Inc. (St. Petersburg, FL)
- …problems and refers more complex issues to a higher level. May contact financial advisors and clients to obtain, clarify, or provide facts and information and/or ... identify, research , and resolve problems. **Essential Duties and Responsibilities** +...receipt of and completeness of legal documents, loan, and financial information. Follows up on missing documentation. + Verifies… more
- Arena Investors LP (Jacksonville, FL)
- …method, and comparative M&A transactions method. + Perform market, industry, and economic research and analyses + Review and summarize financial , corporate, and ... under the SVP of Valuations. Responsibilities: + Work on complex financial instrument valuation engagements, including valuations of equity, debt, derivatives,… more
- Raymond James Financial, Inc. (Tampa, FL)
- **Job Summary** Operating in conjunction with a team of Financial Advisors, use knowledge and skills obtained through education, training and experience to assist ... financial advisors with coordinating and leading marketing initiatives and community outreach efforts to promote and brand the practice. Utilize appropriate resources… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …with senior management and other internal customers is required to identify, research , and resolve accounting issues and provide comprehensive solutions to complex ... functions as may be appropriate and effectively explain tax matters to beneficiaries, Financial Advisors and other relevant parties. * Interacts with Financial … more
- Northrop Grumman (Melbourne, FL)
- …experienced Senior Director to serve as the Division's Controller to provide financial leadership for all of the Business Management functions and deliverables. This ... experience in large organizations and have significant expertise in business and financial disciplines, including, but not limited to, financial planning,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Insurance Licenses, company appointments and product training for our financial advisors/agents. Associate is responsible for coordinating requirements gathering on ... behalf of the insurance company, communicating with carriers and financial advisor/agent as necessary throughout the licensing process. Identifying issues and… more
- TD Bank (Tampa, FL)
- …knowledge, particularly Word, Excel and PowerPoint + Strong analytical and research abilities including data analysis methods and reporting techniques + Strong ... guidance for complex situations + Conducts internal and external research projects; supports the development/delivery of presentations/ communications to management… more
- University of Miami (Boca Raton, FL)
- …driver's license, and any applicable referrals. + Explains Consent for Treatment, Financial Liability, and HIPAA to patients and obtains signed forms. + Instructs ... area. + Obtains, confirms, and accurately enters and updates demographic, financial , and clinical HIPAA protected information. + Reviews real time eligibility… more
- American Express (Sunrise, FL)
- …with a focus on measurable agent success. Transforming ideas, business opportunities, research , and creative vision into compelling, clear, concise content for core ... and compliance to meet regulatory needs. + Conduct user research and A/B testing to measure the impact of...means caring for you and your loved ones' physical, financial , and mental health, as well as providing the… more
- American Express (Sunrise, FL)
- …25% of time spent on Hands-on technical projects; Apply analysis based on research and introspection to recommend solutions. + Design and lead solutions that provide ... adoption of technology strategy, introducing new and impactful technologies based on research and demonstrating viability through POC efforts + Ability to deliver… more