• Broker Assistant

    CRC Insurance Services, Inc. (Dallas, TX)
    …**Please review the following job description:** Serves as a partner to Broker providing superior support regarding all policies and key accounts. Provides high ... flow of information from agents and underwriters. 11. Maintain suspense system and follow-up for receipt of policies, endorsements, inspections reports,… more
    CRC Insurance Services, Inc. (07/16/25)
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  • Regulatory Reporting/Capital Markets - Business…

    PNC (Dallas, TX)
    …have an opportunity to contribute to the company's success. As a Business Systems Analyst within PNC's Technology Capital Markets / Broker Dealer organization, ... of cross-functional applications. + Participates in identifying, evaluating, and configuring systems that are cost effective and meet business requirements . +… more
    PNC (07/14/25)
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  • Manager Liquidity Regulatory Reporting

    Charles Schwab (Westlake, TX)
    …planning across the corporation and its subsidiaries, including our bank and broker -dealers. We monitor and ensure adherence to regulatory ratios including the ... of finance and accounting, particularly in the bank and broker -dealer space; + Good SQL and Excel Skills; +...use SQL to extract information from various applications and systems and to identify and research anomalies; + Excellent… more
    Charles Schwab (09/07/25)
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  • Associate Customs Entry Writer

    CH Robinson (Laredo, TX)
    …mastery in client specifications and understanding the pivotal role of a customs broker in the supply chain. This opportunity offers a platform to refine your ... the Customs Regulations, specifically 19 CFR 111.53(e), a Customs Broker is required to receive written approval from US...Program + 401(k) with 6% company matching + Employee Stock Purchase Plan + Plus a broad range of… more
    CH Robinson (09/06/25)
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  • Senior Analyst, Special Investigative Unit

    CVS Health (Austin, TX)
    …seeking an experienced Senior Healthcare Fraud Investigator to join our Dental/Pharmacy/ Broker Investigative Team within Aetna's Special Investigations Unit. In this ... and legal review. + Documents all appropriate case activity in case tracking system . + Prepare written case summaries and make referrals to State and Federal… more
    CVS Health (09/02/25)
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  • Senior Accounts Receivable Specialist (Meritain…

    CVS Health (Austin, TX)
    …customers and accounts. + Balance deposits in the accounting system . + Follow systems of checks and balances. + Allocate broker commissions for payment. + ... internal and external customer calls. + Update customer-related information in accounting system . + Identify and resolve problems in timely manner. + Follow up… more
    CVS Health (09/02/25)
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  • Tax and Cost Basis Operations Specialist

    Charles Schwab (Westlake, TX)
    …of capital, and cost basis fixed income updates + Research across multiple systems to verify transaction information + Process corrections in SPARKS, Schwab's cost ... basis system + Work collaboratively and optimally with others **What...industry + Expertise in IRS regulations in relation to broker /dealer reporting + Expertise in tax and cost basis… more
    Charles Schwab (09/05/25)
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  • FTZ Trade Specialist IV B4

    Applied Materials (Austin, TX)
    …with other functional areas within the organization to ensure the information systems are maintained, updated and accurate for FTZ reporting and compliance purposes. ... RACI Matrix. + Responsible for maintenance of an audit system to verify compliance at the site. + Responsible...Requirements: Education & Experience + Bachelor's degree + Customs Broker License desirable + Minimum 8 years relevant Trade… more
    Applied Materials (08/07/25)
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  • Equity Plan Specialist

    Weatherford (Houston, TX)
    …reconciliations, vesting events, and employee communications. + Maintain equity data across systems and ensure alignment with broker , payroll, and accounting ... Administrator is responsible for managing the operations of the company's stock -based compensation plans. This role ensures data accuracy, supports compliance tasks,… more
    Weatherford (06/27/25)
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  • Senior Manager - Strategic Planning, Banking…

    Charles Schwab (Westlake, TX)
    …branch), lines of business (eg, Retail, Advisor Services), and legal entities (eg, bank, broker -dealer). The core focus of the role will be ensuring that we are ... be able to synthesize the complexity inherent in the systems , regulatory rules, client needs, and efficiency and growth...the future: + 401(k) with company match and Employee stock purchase plan + Paid time for vacation, volunteering,… more
    Charles Schwab (09/05/25)
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