- Wells Fargo (Irving, TX)
- …Wells Fargo's Finance organization is responsible for driving the company's financial management activities including accounting and control, financial planning ... treasury and tax management. The group also supports the company's investment portfolios, regulator interactions and production of external materials for earnings… more
- Aegon Asset Management (TX)
- …of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy ... than a century ago, we were among the first financial services companies in America to serve everyday people...and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's… more
- Wells Fargo (Irving, TX)
- …Wells Fargo's Finance organization is responsible for driving the company's financial management activities including accounting and control, financial planning ... treasury and tax management. The group also supports the company's investment portfolios, regulator interactions and production of external materials for earnings… more
- JPMorgan Chase (Dallas, TX)
- …top tier of commercial real estate owners, developers, investors, operating companies, investment funds and trusts! As a Real Estate Banking (REB) Client Associate ... particularly with Risk, Product Specialists, Treasury Services partners, Real Estate Investment Banking and other groups as applicable to help properly identify… more
- American Heart Association (Dallas, TX)
- …**Sr. Corporate Finance Manager** is the strategic lead for day-to-day financial operations across the American Heart Association Ventures business segments. This ... individual serves as a key financial advisor to senior leadership, turning visionary goals into...reporting functions of the business unit, while also supporting investment oversight and transaction services through detailed modeling and… more
- Principal Financial Group (Addison, TX)
- …are a few examples of the kinds of things you'll do:** + Provide training to financial professionals for new business protocols and technology fundamentals. + ... success of regional sales offices by building partnerships with our financial professionals, accurately onboarding new client accounts, managing account openings and… more
- Raymond James Financial, Inc. (San Antonio, TX)
- …years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service ... role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff… more
- Compass Group, North America (San Antonio, TX)
- …contributions._ _We keep our people renewed, excited and engaged by providing hands-on training and educating them about the latest trends. We give them a stake ... career where you can flourish._ **Job Summary** **Site Specific Responsibilities:** ** Financial Forecasting&Budgeting** + Develop and maintain weekly labor and COGS… more
- Robert Half Management Resources (Dallas, TX)
- …in trust audits and examinations, as well as a Certified Fiduciary & Investment Risk Specialist (CFIRS) certification. The selected candidate will play a key role ... and documentation related to account management controls, including administrative reviews, investment reviews, and governing documents. * Assess minutes from Trust… more
- JPMorgan Chase (Plano, TX)
- …Develop a thorough knowledge of our client base and building relationships with Investment Managers and other related third parties. Work closely with your clients ... and review daily controls, and communication of any new training or procedural changes to the team + Ensure...standard documents, such as Trade Confirmations + Knowledge of financial data providers such as Bloomberg, ClearPar, and IHS… more