- Lincoln Financial (Charlotte, NC)
- …for their assigned area(s) of responsibility. + Maintains internal control system to ensure SOX compliance. Recommends enhancements. + Prepares & communicates ... to help put their goals in reach. Lincoln Financial Distributors, a broker -dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial… more
- Raymond James Financial, Inc. (New York, NY)
- …branches across the country + Detailed documentation of testing in branch exam system and related work papers + Ensure prescribed sample methodologies are used and ... knowledge of:** + Concepts, practices, and procedures of the securities industry, broker /dealer compliance and/or branch exams + Rules and regulations of the SEC,… more
- Carrington (Columbus, OH)
- …Organizes and inputs loan information received into the company's Loan Origination System (LOS). + Maintains open files, orders appraisals, sends verifications, and ... as required to resolve outstanding issues. + Informs Account Executive, Broker , and/or borrower about discrepancies in title, appraisals, credit, employment, income… more
- Lincoln Financial (Radnor, PA)
- …doing** * Executing routine platform maintenance and monitoring tasks to ensure system stability and performance. * Assisting with platform analysis by collecting ... to help put their goals in reach. Lincoln Financial Distributors, a broker -dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial… more
- Acosta Group (Oak Brook, IL)
- …skill and career development plan. + May be required to achieve client proprietary system expertise in order to manage promotional plans and fund balances. + Other ... have a proven track record in a client sales capacity with a food broker or a major national company. Prior experience must demonstrate sales, analytical skills, and… more
- Athens Technical College (Athens, GA)
- …in community based practice with individuals, families, and/or communities. Advocate, broker or counsel individuals or families. Identify specific needs within the ... and decisions based on merit are fundamental values of the Technical College System of Georgia (TCSG). The TCSG State Board prohibits discrimination on the basis… more
- Vertafore (CA)
- …not limited to the following: * Build a strong presence in the insurance broker community in the designated territory. * Increase the number of Vertafore customers ... by selling to non-Vertafore Brokerage. * Use the Vertafore Value Selling System . * Serve as the lead point of contact for all customer account management matters. *… more
- HUB International (Wilmington, MA)
- …HUB International, you become part of the largest privately owned global insurance broker , providing a broad array of property, casualty, risk management, life and ... insurance, invoices, forms. + Maintain the accuracy of data in the agency management system . + May handle collections of premiums due. + Conduct business in a manner… more
- Citigroup (Getzville, NY)
- …network of custody locations on a timely basis; monitor that the firm's trade/ system flows are operating within the confines of this regulation to ensure client ... for ad-hoc analysis, such as filtering, sorting, pivoting, lookups, etc. + Broker /Dealer books and records fluency, such as stock record **Education:** +… more
- HUB International (Cedarhurst, NY)
- …HUB International, you become part of the largest privately owned global insurance broker , providing a broad array of property, casualty, risk management, life and ... regulatory requirements + Maintain accurate client data in HUB's Agency Management System + Support wellness initiatives and coordinate health fairs, as needed +… more