- Charles Schwab (Westlake, TX)
- …and knowledge framework + Knowledge of IRS regulations in relation to broker /dealer reporting + Excellent written and verbal communication skills + Flexibility to ... work in an evolving environment as processes and procedures are developed + Strong MS Excel skills, ability to work with large data sets + Schwab Bank experience preferred + Series 7 license preferred **What's in it for you** At Schwab, you're empowered to… more
- MetLife (Tampa, FL)
- …establishes specific processes and reports, reviews contract documents, completes broker agreements, creates process manuals and inputs and ensures accurate ... input of data in MetLife systems. * Perform other related duties as assigned or required. Essential Business Experience and Technical Skills: Required: * 5+ years related experience * Extensive oral/written communication skills. * Advanced problem solving and… more
- ReSource Pro (Atlanta, GA)
- …process, technology, and data to serve more than 1,800 clients across the carrier, broker , and MGA segments - consistently earning a +96% client retention rate for ... over a decade. It offers expert advisory services, proven business process management optimization and transformative data and technology solutions. For the 15th time since 2009, it was recognized in 2024 by Inc. 5000 as one of the fastest growing companies in… more
- CHS Inc. (Inver Grove Heights, MN)
- …leadership experience with progressively advancing level of leadership responsibilities + Series 3 broker 's license or ability to obtain within first 90 days of hire ... **Additional Qualifications** + Strong understanding of futures brokerage and clearing, OTC trading and treasury/margining. + Exceptional attention to detail, problem-solving skills, and ability to work under tight deadlines. + Proficiency in Excel and… more
- Performance Food Group (Montgomery, AL)
- …and cuttings around Brands. + Implements and manages an effective broker /manufacturer "work with" and sampling process around Brands. + Increases knowledge ... and expertise of all OPCO associates to meet planned Brand growth and customer demands **Req Number:** 129605BR **Address Line 1:** 2450 Big M Blvd **Job Location:** Montgomery, Alabama (AL) **Shift:** 1st Shift **Full Time / Part Time:** Full Time **EEO… more
- Catholic Charities Family Community Services (Rochester, NY)
- …with intellectual/developmental disabilities, the Circle of Support, Broker , Fiscal Intermediary Coordinator, service coordinator, supervisor, interagency ... professionals, community professionals and families. 7. Consistently works with all team members, led by individual and family preference to meet the needs and desires of the individual served. 8. Respect the individuals dignity, privacy, property, religion,… more
- Sharp HealthCare (San Diego, CA)
- …to develop ongoing, positive connections with health plans, large employer groups/trusts, broker groups and other collaboration groups like APG, HICE and other ... industry trade associations, building credibility and trust. Prepare acute care facility non-government contract financial performance reporting through monthly FARM reports and physician group payor specific analysis. Manage contract performance and… more
- FM (Denver, CO)
- …locations and values in corporate systems. Maintains client and broker contact information and document distribution instructions. Follows corporate procedures, ... guidelines and governance for processing of insurance deliverables. Education: High School or GED required. Prefer some college/university coursework. Experience: At least one year in an office environment, preferably within an insurance, finance or other… more
- Scotiabank (Dallas, TX)
- …of purchase order processing and approval protocols necessary + Banking or broker dealer experience is a positive **Interested?** If your experience is closely ... related but doesn't align perfectly with every qualification, we do encourage you to apply - you might be the right candidate for this or other roles at Scotiabank! At Scotiabank, every employee is empowered to reach their fullest potential, respected for who… more
- JPMorgan Chase (Palm Beach, FL)
- …and services are offered through JP Morgan Securities LLC (JPMS), a registered broker -dealer and investment advisor, member of FINRA and SIPC. Annuities are made ... available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, NA are affiliated companies under the common control of JPMorgan Chase &… more