- Paychex (Phoenix, AZ)
- …teams to ensure client needs are met. + Communicates with CPAs, Financial Advisors, attorneys, auditors, and third-party vendors. + Develops and maintains knowledge ... of IRS and ERISA regulations and ensures plan compliance . + Identifies and implements plan design enhancements and...+ 3 years of experience in Retirement Industry. + Series 6 license - Required + Series … more
- NetApp (Morrisville, NC)
- …of storage products, including ONTAP, StorageGRID, Cloud Insights, OnCommand Insights, and E- Series , as well as cloud storage services from leading providers like ... the annual budget for storage services, ensuring alignment with organizational financial guidelines and targets . Develop and implement storage capacity planning… more
- Federal Aviation Administration (Duty, AR)
- Summary Direct hiring authority for 0804 series is being used to fill this position. Responsibilities The incumbent will perform professional engineering ... General Schedule Qualification Standards. OPM Standards for All Engineers 0800 Occupational Series In addition to the basic requirements, to qualify for positions… more
- Citigroup (Palo Alto, CA)
- …product offerings + Work closely with Investments, Credit, Cash Management, and Financial Planning teams to source opportunities, prepare client pitches, and deliver ... firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying… more
- State of Arkansas (Little Rock, AR)
- … financial transactions, preparing reports, reconciling accounts, and ensuring compliance with state financial regulations and policies. The Accountant ... so you can help care for others. Position Information Job Series :Accountants Classification:Accountant I - Career Path Class Code:FAC01P Pay Grade:SPC01 Salary… more
- Charles Schwab (Austin, TX)
- …Retirement Plans, Financial Planning, Employee Benefits or equivalent experience in a Financial Services role + Series 7 & 66 licenses required and ... industry together. Charles Schwab has been a leader in financial services for nearly four decades, working to make...detail to include administrative areas such as recording metrics, compliance , and timely filing of reports. **What you have**… more
- Columbia Bank (Los Angeles, CA)
- …independently, work collaboratively, and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best way forward is ... loans and manages multifaceted asset management portfolios to meet complex client financial needs. This position requires expertise in simple to intermediate estate… more
- BMO Financial Group (New York, NY)
- …markets products. + Strong understanding of trading procedures and broader regulatory and financial concepts. + Series 7, 63 licenses required. + Strong ... BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment...transactions and related risk (credit, market, operational, legal / compliance , etc.). + Helps colleagues with the presentation of… more
- Air National Guard Units (Fairchild AFB, WA)
- …Reviews all subordinate budget requests submitted by organization managers for compliance with the financial plan "call," ANG/FMA guidelines, reasonableness, ... materials for, chairs, conducts, and documents the quarterly meetings of the Financial Working Group (FWG). Interprets guidelines issued by the Office of Management… more
- JPMorgan Chase (Los Angeles, CA)
- …Consumer and Community Banking, you will help your clients explore the full financial possibilities their wealth creates. You will be responsible for fostering and ... full breadth of JPMorganChase capabilities addressing the client's full financial picture. As part of a local team, you...wealth planning, credit and banking concepts + Required Licenses: Series 7 and 66 (or 63 and 65). Unlicensed… more