- Medical Mutual of Ohio (Fort Myers, FL)
- Founded in 1934, Medical Mutual is the oldest and one of the largest health insurance companies based in Ohio. We provide peace of mind to more than 1.2 million ... Act (HIPAA) and Protected Health Information (PHI) regulations. Medical Mutual is looking to grow our team! We truly...a gym membership reimbursement when there is no Medical Mutual facility available. Enjoy the use of weights, cardio… more
- Deloitte (Miami, FL)
- Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax ... funds, private equity, investment partnerships, alternative products, family offices, mutual funds, broker-dealers, banks, insurance companies, and other investment… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …investment concepts, practices, procedures and industry regulations related to Mutual Fund Reconciliation activities. + Intermediate mathematical skills including ... of balancing and reconciliation to provide support and oversight of the mutual fund reconciliation cash and/or share functions. + Independently resolve and/or assist… more
- Deloitte (Jacksonville, FL)
- Mutual funds-Are you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and ... funds, private equity, investment partnerships, alternative products, family offices, mutual funds, broker-dealers, banks, insurance companies, and other investment… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …+ Produce workstream or project plans, ensuring that all activities are identified, are appropriately organized to deliver project objectives, and comply with the ... organization's project management framework. + Manage the delivery of research, workshops, and other activities to support the specification and agreement of project deliverables. + Plan and deliver stakeholder engagement activities to develop effective… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …+ Take overall responsibility for designing, developing, and delivering the organization's operational strategy and outcomes. + Take overall responsibility for ... setting and approving area budgets that achieve organizational strategy. + Manage and report on business performance; hold direct reports accountable for achievement of business plans, and take corrective action where necessary to ensure the achievement of… more
- City of Lakeland (Lakeland, FL)
- …Employer 15.39% Deferred Compensation 457 Plan: A voluntary plan that is invested in mutual funds. The Employees' Pension Board performs the due diligence on the ... mutual funds. Employees may reallocate their account at any time. Maximum contribution for 2025 is $23,500; employees age 50 or older can also add a "catch-up" amount… more
- City of Lakeland (Lakeland, FL)
- …Employer 15.39% Deferred Compensation 457 Plan: A voluntary plan that is invested in mutual funds. The Employees' Pension Board performs the due diligence on the ... mutual funds. Employees may reallocate their account at any time. Maximum contribution for 2025 is $23,500; employees age 50 or older can also add a "catch-up" amount… more
- City of Lakeland (Lakeland, FL)
- …Employer 15.39% Deferred Compensation 457 Plan: A voluntary plan that is invested in mutual funds. The Employees' Pension Board performs the due diligence on the ... mutual funds. Employees may reallocate their account at any time. Maximum contribution for 2025 is $23,500; employees age 50 or older can also add a "catch-up" amount… more
- Bank of America (Boca Raton, FL)
- …a review of investment goals and recommended products such as stocks, bonds, mutual funds, banking, and managed money solutions; Engage and share value proposition ... by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions * Recommends banking… more