- The Hartford (Wayne, PA)
- Tax & Reporting Consultant - 87FX5E We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. ... return preparation and filings, including extensions. + Oversight of year-end ICI reporting , including the review and coordination of supplement tax reporting .… more
- SolomonEdwards (Harrisburg, PA)
- …lead the design and implementation of a comprehensive Retail Non-Deposit Investment Products (RNDIP) oversight program, ensuring alignment with OCC guidelines while ... 20 categories) into a streamlined roadmap. * Build and execute policies, procedures, reporting , and oversight mechanisms for the RNDIP program. * Prepare and deliver… more
- Robert Half-Robert Half Corporate (Trevose, PA)
- …working options + Industry-leading training programs and tailored career development + Investment in AI and other technology to enable your success + Individual ... talent solutions professionals, you will provide assistance in candidate record keeping, reporting , and revenue development activities. In this role, you will be a… more
- Cherry Bekaert (Harrisburg, PA)
- …financial closings + Designing and composing project proposals and summaries for investment opportunities in a clear, compelling, and concise manner + Other ... Lending + Strong written communication skills + Knowledge of finance, data and/or reporting , with specific experience with CDFI Fund's AMIS reporting preferred +… more
- Raymond James Financial, Inc. (Newtown, PA)
- …and cost basis were successfully received. + Monitors available cash awaiting investment , including running weekly cash and cash equivalent reports and contacting ... clients with investment opportunities to maximize returns. + Reviews, assesses and...Excel, including developing spreadsheets as needed and for ongoing reporting . + Effective communication across multiple client interactive platforms… more
- Bank of America (Allentown, PA)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- City National Bank (Harrisburg, PA)
- …(SLAs) are met * Tracks, logs and provides daily, weekly, monthly, quarterly reporting of production statistics as defined by management * Consistently meets quality ... 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los...DC and Miami.* In addition, the company and its investment affiliates manage or administer $96.83 billion in client… more
- Vanguard (Malvern, PA)
- Financial Advisor Services (FAS) provides services and investment products, such as exchange-traded funds (ETFs) and mutual funds, to Vanguard's financial advisor ... clients. FAS serves broker-dealers, asset managers, bank trust departments, registered investment advisors, and insurance companies, both at an advisor and home… more
- Prime Therapeutics (Harrisburg, PA)
- …alternatives to achieve beneficial results. + Manage debt requirements, including covenant reporting , debt costs and borrowing process. + Manage and advance ... investment selection, including maintaining relationships with external investment managers. + Identify and manage process improvements to increase efficiency and… more
- American Water (Carnegie, PA)
- …all activities concerned with the delivery of multiple large and complex capital investment projects, the size and importance of which are of critical importance to ... and managing budgets and schedules for multiple large and complex Capital Investment Projects and programs of varying scope. * Driving efficiency into project… more
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