- WTW (Chicago, IL)
- …full spectrum of health and benefit programs. You will support the project manager on select projects, interface with vendors and key clients internally and ... + 2+ years' experience in professional services, ideally gained in a benefit consulting/ brokerage firm or health underwriting / actuarial function of an insurance… more
- Neuberger Berman (New York, NY)
- …submissions, review and distribute new hire documents (compliance manual, brokerage account disclosure policy, code of ethics affirmation), review background ... and state registration/licensing requirements + Excellent computer skills (Excel, Microsoft Office Suite, Workday) + Skilled at managing multiple deadlines and… more
- WTW (New York, NY)
- …spectrum of health and benefit programs. You will serve as the project manager on select projects, interface with vendors and key clients internally and externally, ... health and welfare plans, ideally gained in a benefit consulting/ brokerage firm or health underwriting / actuarial function of...firm or health underwriting / actuarial function of an insurance company + Proven ability to manage multiple projects… more
- UMB Bank (Rust, MI)
- …demonstratesextensive knowledge of Trust and Bank products and services (ie, investments, insurance , brokerage , private banking, retirement planning). + You have ... objectives. + When appropriate, for accounts without an assigned Portfolio Manager , provides investment management services for clients, including assessment of the… more
- Kelly Services (Norton Shores, MI)
- …from brokerage team. + Communicate directly with client Logistics Manager and Kelly Services management team as required. + Professionally communicate with ... school diploma is required. + Computer literacy in Microsoft Office Suite is required. + Able to work in...medical, dental, vision, telemedicine, term life, whole life, accident insurance , critical illness, a legal plan, and short-term disability.… more
- First Horizon Bank (Birmingham, AL)
- …clients or representatives virtually or in person calls in conjunction with Relationship Manager on larger credits. + Monitor past due loans within the CCL portfolio ... Ability to work successfully in a deadline driven team environment. + Strong MS Office skills, especially with Excel. + Must be organized and detail oriented with… more
- Citigroup (Miami, FL)
- …family. **Responsibilities:** + Perform daily reviews in support of the OSJ ( Office of Supervisory Jurisdiction) and its Registered Representatives; this may include ... OSJ files, etc + Review and approval of new brokerage and managed accounts + Review and dispositioning of...with ad-hoc projects and/or workflow testing as assigned by Manager + Assist with coaching and training Registered Representatives… more
- Anywhere Real Estate (New York, NY)
- …tasks in a fast paced environment + Highly proficient in Microsoft Office Suite (Word /Excel/Outlook/PowerPoint) + Ability to stay focused, efficient, and effective ... objectives within deadlines and minimal supervision + Yardi Voyager, CRM, Site Manager experience preferred Through its New York City, Hamptons and South Florida… more
- M&T Bank (Baltimore, MD)
- …private banking, trust and estate services, and other financial solutions such as insurance and brokerage services (among others). ICS provides trust and agency ... This role is hybrid, 3 days a week in- office at our Baltimore, MD** **Overview:** This individual contributor position is responsible for providing senior level… more