- JPMorgan Chase (Miami, FL)
- …detail-oriented with strong commitment to accuracy JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions ... risk metrics across the team + Work with Team Leader to monitor Client Advisor loadings. + Submit and monitor fee schedules and billing + Manage Alternatives… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …expense sharing between partners, and miscellaneous RJFS business expenses. * Consult with financial advisor 's tax professionals to explain how RJFS FAs are ... planning with new and existing branch owners affiliated with RJFS. Will assist financial advisors during transition to the firm, acting as a liaison between the… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …obtained through education and to conduct comprehensive operational, compliance, and financial audits for Raymond James Internal Audit's Wealth Management Team. ... available technology and analytic approaches in evaluating data. Provides comprehensive solutions to escalated complex problems. Results are evaluated at agreed upon… more