- Bank of America (Palmetto, FL)
- …in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both ... asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage...and as such affirms in policy and practice to support and promote the concept of equal employment opportunity,… more
- Lee County Board of County Commissioners (Fort Myers, FL)
- …for roadway, signal, and system improvements. + Conduct traffic field reviews and support traffic operations and safety studies. + Help monitor and adjust traffic ... renewed membership in either of the FRS retirement plan options. Retirees of the Investment Plan are eligible for renewed membership in the Investment Plan only.… more
- Lee County Board of County Commissioners (Fort Myers, FL)
- …office). + Answer public records requests and prepare reports on asset data. + Support the team with organizing tasks and solving problems. + Handle general office ... renewed membership in either of the FRS retirement plan options. Retirees of the Investment Plan are eligible for renewed membership in the Investment Plan only.… more
- Raymond James Financial, Inc. (Ponte Vedra Beach, FL)
- …This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other ... Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office. + Onboards new clients, opens… more
- Lee County Board of County Commissioners (FL)
- …Fiscal Specialist to join our team. This role provides essential support to our financial operations, including processing accounts payable, managing reimbursements, ... renewed membership in either of the FRS retirement plan options. Retirees of the Investment Plan are eligible for renewed membership in the Investment Plan only.… more
- Lee County Board of County Commissioners (Cape Coral, FL)
- …digital resources, and navigating library services + Offering readers' advisory and research support tailored to a diverse range of patrons + Promoting the library ... renewed membership in either of the FRS retirement plan options. Retirees of the Investment Plan are eligible for renewed membership in the Investment Plan only.… more
- Charles Schwab (Naples, FL)
- …(WAS) enterprise. The WAMS team is responsible for the distribution and support of proprietary, and certain third-party asset management, products and services to ... relationships with local Financial Consultants and Wealth Advisors, providing education and support to their clients and investors interested in the offer. The… more
- Stetson University (Deland, FL)
- …balances and sufficiency of funds + Supervise and review bank and investment account reconciliations and related journal entries + Assist with evaluating our ... banking program and short-term investment portfolio, identifying and implementing strategies for a more effective structure + Assist with university endowment… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …James clients with a variety of institutional-grade platforms, strategies, and hands-on support . AMS helps our advisors simplify the investment management ... and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets...will interact closely with the sales team and sales support team. Sales acts in two main capacities: 1)… more
- Lee County Board of County Commissioners (Fort Myers, FL)
- …key role in ensuring that equipment is operated safely and efficiently to support tasks like moving materials, grading, and excavation. Duties and Responsibilities + ... renewed membership in either of the FRS retirement plan options. Retirees of the Investment Plan are eligible for renewed membership in the Investment Plan only.… more