- JPMorgan Chase (Chicago, IL)
- …with a reputation as thought leaders who deliver best-in-class services. As trusted advisors , we help the firm's clients while also safeguarding the integrity of the ... firm. We are committed to a culture of inclusivity and belonging, where people can grow and succeed throughout their careers while working for a first-in-class financial institution doing cutting-edge work. If these values resonate with you, we would like to… more
- Command Security Services (Washington, DC)
- …Group engagement leadership and may interface with 1099 Senior Country Advisors (Flag Officers/SES) who provide senior counsel and client-context support. This ... role requires living overseas for extended periods, with periodic return travel to the US consistent with company PTO policy and program requirements. KEY RESPONSIBILITIES + Synthesize inputs from senior military, civilian, and consulting leaders into clear… more
- Edward Jones (St. Louis, MO)
- …company where people come first. With over 9 million clients and 20,000 financial advisors across the US and Canada, we're proud to be privately-owned, placing the ... focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible,… more
- City National Bank (Los Angeles, CA)
- …colleague inquires by phone, email, and written communications. * Respond to advisors and intermediaries regarding the administration and maintenance of accounts. * ... Fields phone calls from clients and intermediaries. * Review documents and responses to compliance department, audit and OCC inquiries after research is performed by TA. * Gather information from clients for projects. * Prepare draft correspondence letters and… more
- Coldstream Wealth Management (Portland, OR)
- …reconcile account information + Send and receive documents to and from clients, their advisors , and investment custodians + Log all activities in the firm's CRM in a ... timely and accurate manner. + Serve as a liaison between clients and custodians/investment managers, including managing client information and handling all cashiering and money movement requests + Perform client and prospect data entry in the firm's CRM.… more
- UHS (Johnson City, NY)
- …403(b) retirement plan and company match, flexible spending accounts, access to financial advisors , and up to $400/year in wellness rewards. When life gets tough, ... we're here with 24/7 EAP counseling, virtual mental health support, a food pantry, PTO donation program, and professional attire through the Classy Closet. Growth That Moves with You - With access to 100,000+ online courses, leadership programs, tuition… more
- UHS (Binghamton, NY)
- …403(b) retirement plan and company match, flexible spending accounts, access to financial advisors , and up to $400/year in wellness rewards. When life gets tough, ... we're here with 24/7 EAP counseling, virtual mental health support, a food pantry, PTO donation program, and professional attire through the Classy Closet. Growth That Moves with You - With access to 100,000+ online courses, leadership programs, tuition… more
- TD Bank (Middle Village, NY)
- …(FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment ... management solutions. A FA will need to leverage their experience to service the unique and complex needs of TD Wealth clients by reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as the… more
- SpaceX (Hawthorne, CA)
- …+ Assist with data gathering and preparation of schedules for outside tax advisors to complete the preparation of federal, state, and local tax returns. Ensure ... timely and accurate filing of tax returns, including quarterly estimates and extensions. + Assist with the preparation of extensions and estimated tax payment calculations, ensuring timeliness and accuracy. + Assist with preparation of supporting schedules,… more
- UHS (Johnson City, NY)
- …403(b) retirement plan and company match, flexible spending accounts, access to financial advisors , and up to $400/year in wellness rewards. When life gets tough, ... we're here with 24/7 EAP counseling, virtual mental health support, a food pantry, PTO donation program, and professional attire through the Classy Closet. Growth That Moves with You - With access to 100,000+ online courses, leadership programs, tuition… more