- US Bank (Tampa, FL)
- …what you excel at-all from Day One. **Job Description** Provides sales , processing, operational, administrative and customer service support to Financial Advisors ... making and tracking appointments, preparing investment proposals/reviews/routine correspondence, organizing paper flow in adherence to the firm's record-keeping requirements,… more
- Lincoln Financial (Tallahassee, FL)
- …that strengthen controls and enhance operational efficiency. * Conduct detailed work paper reviews and assume a key role in day-to-day interactions with team ... Audit's role as a value-added business partner. * Stay current on industry regulations and best practices while continuously expanding knowledge of the company's… more