- Acosta Group (Lewisville, TX)
- …Coordinate the preparation and entry of each project into the necessary company systems + Monitor Merchandiser feedback and adjust or revise reporting framework as ... + Assist in the design of the company's proprietary systems when required. + Perform special assignments as requested....experience that demonstrated sales skills with a retailer, food broker , agency or major consumer + Products company. +… more
- Broadridge Financial Solutions (Newark, NJ)
- …critical process that involves transferring client and shareholder data from legacy systems to modern platforms. This ensures seamless continuity of services, such ... Responsibilities: + Lead end-to-end data migration projects from legacy Transfer Agent systems to new database structures, utilizing ETL tools like Informatica. +… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …+ Maintains product knowledge to assist with issues concerning various broker -dealer trades and investment products. + Collaborates with cross-functional teams, ... + General ledger accounting software packages or ability to learn specific systems used in fee management. **Skill in:** + Entering fee-related transactions into… more
- Lincoln Financial (Radnor, PA)
- …that ensure the security and integrity of company data, databases, information systems , and technology. * Conducts complex risk analysis to identify critical ... operations and systems that are core to continued business operations in...put their goals in reach. Lincoln Financial Distributors, a broker -dealer, is the wholesale distribution organization of Lincoln Financial.… more
- Zurich NA (Sioux Falls, SD)
- …protection, or Livestock Products. + Supports Underwriter with broker /agent/distributor/customer interactions by providing outstanding customer service skills. Basic ... collection and analysis + Experience with processing, rating and policy management systems used in the insurance industry. Knowledge of processing, rating and policy… more
- Pacific Program Management (Chicago, IL)
- …in defining and implementing improved processes and reporting and financial systems requirements. This role requires working collaboratively with our corporate ... Partner with Markets Finance and Operations to redefine Salesforce, for ease of broker usability, accuracy in data, and development of value-add reporting. * Manage… more
- Dairy Farmers of America (East Syracuse, NY)
- …eligibility rules to prospective and existing clients, regional sales agents, broker partners, and customer service center staff. Provide information within ... documentation, and technical data integrity for the underwriting, rating, and/or enrollment systems + Manage difficult or moderately complex cases and issues through… more
- Raymond James Financial, Inc. (Denver, CO)
- …and monitors trading activities, through the use of various reports and systems . * Pro-actively monitors and ensures that trading activities in clients' accounts ... requirement of Series 24 licensing). Familiarity/facility with RJ and its systems is preferable. * Company's working structure, policies, mission, and strategies.… more
- HUB International (Memphis, TN)
- …Limited ("HUB") is one of the largest global insurance and employee benefits broker , providing a broad array of property, casualty, risk management, life and health, ... problem solving and conflict resolution skills + Demonstrated proficiency with computer systems , including but not limited to Microsoft Office and automated agency… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Responsibilities: + Trade Operations: Manage relationships with order management systems (OMS), perform tri-party reconciliations, and process corporate actions ... accounting, or a related field + Familiarity with trade reconciliation, prime broker relationships, and equity corporate actions + Strong understanding of accounting… more