- Bank of America (Crystal River, 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 with customers in the lobby; Triage client leads and make referrals to appropriate internal service providers based on client needs and asset thresholds; Participate in on-going training and interaction with the Merrill Lynch Wealth Management… more
- VCA Animal Hospitals (New Port Richey, FL)
- …us continue to grow. Our team takes pride in fostering an atmosphere of mutual respect and recognition while being adaptable, goal driven and engaged. We work hard ... Technician education tuition support and scholarships** + $750 continuing education funds for credentialed associates + Veterinary Technician license reimbursement +… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …+ Market trading practices of products, including equities, ADRs, ETFs, UCITs, and Mutual Funds . + Financial markets and investment products and services. + ... Mathematical ability sufficient to calculate transactions accurately and efficiently. + Intermediate Excel experience. + Advanced analytical skills: analyze data to draw logical conclusions and interpret results for use in decision-making. + Personal… more
- Charles Schwab (Orlando, FL)
- …work in a collaborative, fast-paced environment to assist with trading stocks, ETFs, mutual funds and options in addition to general account servicing inquiries. ... We also complete document translation services for internal partners and service clients in foreign language as needed. Evening and overnight shifts will also support our clients within Stock Plan Services. The relationships that you create and uphold will… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …+ **Trade Execution:** Execute client-directed trades across various asset types, including mutual funds , fixed income, and stocks. + **Transaction Processing:** ... Regularly handle client-directed transactions such as ACH transfers, wire transactions, and journal requests. + **Account Variety:** Manage a diverse range of accounts, including trust accounts, estate accounts, and entity accounts. + Executes trades based on… more
- City of Boca Raton (Boca Raton, FL)
- …articulating information to non-technical individuals and groups to ensure mutual understanding, resolve differences, refer customers to appropriate resources, and ... is available in Human Resources and subject to the availability of departmental funds . MILITARY LEAVE: Members in military reserve units who attend annual training… more
- Regions Bank (Panama City, FL)
- …external agencies + May enter into indemnity agreements when trying to recover funds lost to fraud + Performs physical security risk assessments of Regions locations ... working relationships characterized by a high level of acceptance, cooperation, and mutual respect + Effective public speaking skills with ability to conduct in… more
- Florida Atlantic University (Boca Raton, FL)
- …a culture of strategic and collaborative community engagement that results in mutual benefit to the institution and the various internal and external communities ... Temporary positions are not established positions and are paid from OPS funds . Temporary positions are usually not eligible for benefits and retirement; however,… more
- MyFlorida (Tallahassee, FL)
- …the state of Florida on whether to declare an emergency and seek federal relief funds . It is against this backdrop that FDEM strives to demonstrate its mission of, ... in trainings (ie, local emergency management exercises, etc.), seminars (ie, Mutual Aid Seminars, etc.), assessments (ie, Shelter Qualitative Structure Evaluation,… more
- The Hartford (Coral Gables, FL)
- …and casualty insurance for Commercial Lines, Personal Lines, Group Benefits and Mutual Funds . Responsibilities:This role will provide actuarial support for our ... Latin America P&C and Group Life & Benefits segments. In this position, the individual will collaborate with underwriting, reserving, and claims counterparts to project regional expected profitability, evaluate returns for new accounts, and assess treaty… more