- World Insurance Associates, LLC. (Washington, PA)
- World Insurance Associates ("World") is a unique financial services organization with a global network of brokers and specialists who empower people to make informed ... outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top… more
- City National Bank (Concord, NH)
- …documentation, processing money movement transactions as an example * Partner with Financial Advisor (s) in developing a business plan and delivering against ... field service professional and/or training calls * Perform administrative duties that support Financial Advisors in daily business practices, including but not… more
- AON (New York, NY)
- …findings and solutions. + Communicate externally on daily basis as trusted advisor with private equity firms, target companies or their representatives. + Execute ... input on insurance coverage, claims history, insurance-related collateral, insurance-related financial expense, surety bonds and insurance sections of the draft… more
- JPMorgan Chase (Chicago, IL)
- …Management, partnering closely with the Wealth Management campus recruiting program, Financial Advisor Development track. + Manage relationships with other ... centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support , financial coaching and more. Additional details about total… more
- AON (New York, NY)
- …Serve as a key advisor to the CEO and CFO on strategic financial matters + Partner with business leaders on Quarterly Business Reviews. Proactively lead periodic ... of integrity, critical thinking, and results orientation How we support our colleagues In addition to our comprehensive benefits...advisor to the CEO and CFO on strategic financial matters + Partner with business leaders on Quarterly… more
- JPMorgan Chase (New York, NY)
- …project financing that includes construction, acquisition and mini-perm financing + Financial analysis capabilities that support secured and unsecured lending ... centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support , financial coaching and more. Additional details about total… more
- Raymond James Financial, Inc. (Memphis, TN)
- …business summary reports and client-specific reporting as needed for review by the financial advisor . * Oversees the process of outside account reporting, ... role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and...* May enter orders at the direction of the Financial Advisor . * Actively engages in available… more
- Bank of America (Snohomish, WA)
- …heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America ... are guided by a common purpose to help make financial lives better through the power of every connection....has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor… more
- Johns Hopkins University (WA)
- …a time of political, social, and technological upheaval, this new school will support and inform scholarly and practical efforts to build a more effective government ... journey-from recruitment through graduation and career placement-and will serve as a key advisor to the Dean as a member of their leadership team. This executive… more
- Beth Israel Lahey Health (Boston, MA)
- …preparation and approval, establishment of account infrastructure, management of financial transactions, preparation of regular reporting on status of funding ... + Collects and advises on administrative proposal components (bio sketches, other support documents, letters of support ). + Assists investigators with entering… more