- Bank of America (Beverly Hills, CA)
- …+ Investment product knowledge (ie, 401K, Options, Annuities, Tax, Retirement Plans, Money Funds , Mutual Funds , Liabilities, Margin, Trust Operations, etc.) ... Support Staff, and the Market's Operations functions where responsibilities include Funds /Securities Receipt & Processing, Wire & Order and Document Control where… more
- Banfield Pet Hospital (Pasadena, CA)
- …ourselves; as associates, we support the responsibility of others. + Mutuality - A mutual benefit is a shared benefit; a shared benefit will endure. + Efficiency - ... support the responsibility of others. + Mutuality - A mutual benefit is a shared benefit; a shared benefit...allowing you to pay for medical expenses with pre-tax funds . + Paid Parental Leave: We support growing families… more
- Guardian Life (Sacramento, CA)
- …opportunities for Guardian's various product lines, including life and disability insurance, mutual funds and annuities. + Work closely with Guardian's broker ... on their overall well-being - mind, body, and wallet. As one of the largest mutual insurance companies, we put our customers first. Behind every bright future is a… more
- Bank of America (Walnut Creek, CA)
- …+ Investment product knowledge (ie, 401K, Options, Annuities, Tax, Retirement Plans, Money Funds , Mutual Funds , Liabilities, Margin, Trust Operations, etc.) ... + Prior trend analysis experience + Strong customer service and communication skills + Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate **Desired Qualifications:** + Bachelor's degree or… more
- The County of Los Angeles (Los Angeles, CA)
- …disaster/emergency plans and activities, including the need for provision of mutual aid. Requirements SELECTION REQUIREMENTS: Four (4) years of experience in ... line managers on matters such as: utilization of personnel, allocation of funds , workload and workload fluctuations, and programs and procedures for accomplishing… more
- HUB International (Pasadena, CA)
- …of financial services products, including but not limited to equities, bonds, options, mutual funds , annuities, insurance, and managed accounts + 1+ years of ... by assisting them and answering account questions; facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires… more
- CIBC (San Francisco, CA)
- …+ **You're a certified professional.** You have current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds ... In Canada). It's an asset if you've completed any of the following: Branch Compliance Officer's Course (BCO), Branch Managers Examination Course (BME), Conducts & Practices Handbook (CPH) Wealth Management Essentials (WME); or Certified Financial Planner (CFP)… more
- Bank of America (Los Angeles, CA)
- …+ Investment product knowledge (ie, 401K, Options, Annuities, Tax, Retirement Plans, Money Funds , Mutual Funds , Liabilities, Margin, Trust Operations, etc.) ... + Prior trend analysis experience + Strong customer service and communication skills + Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate **Desired Skills:** + Bachelor's degree or… more
- Bloomberg (San Francisco, CA)
- …relationships + Solid experience working in, or selling to the buy-side ie pension funds , investment advisors or mutual funds , or alternatively, experience ... in financial engineering/structuring + Excellent client communication skills in conversational speech, writing, and public speaking + Aptitude to excel in a dynamic, rapidly growing environment + Ability to creatively market our product to a vast demographic… more
- US Bank (Irvine, CA)
- …understanding of syndicated bank loans, fixed income securities, securitization, trading or mutual funds - Ability to identify and resolve exceptions and ... to interpret data - Effective interpersonal, verbal and written communication skills - Ability to perform multiple tasks and meet established deadlines in a dynamic working environment with minimal supervision - Proficient computer navigation skills using a… more