- CRC Insurance Services, Inc. (Davenport, IA)
- …underwriting actions. + Enrolling new groups and members on carrier's online systems . + Reviewing final rates, benefit options, and underwriting requirements. + ... standards of information. + Assists in the processing of broker of record change letters and licensing for agents...division, this job may also be eligible for restricted stock units, and/or a deferred compensation plan. As you… more
- Atria Wealth Solutions (Sandusky, MI)
- …external network you develop. + Experience and aptitude with working with a broker -dealer technology, ie, electronic order entry systems , DocuSign, etc. to ... benefits package that includes medical, dental, vision, life, 401k, Employer Stock Ownership Plan (ESOP), and more. EOE/Vet/Disabled **Representatives are employed… more
- GMHC (New York, NY)
- …apartment showings, lease reviews, and payment processing. + Ascertain that all housing stock comply with GMHC and funder standards as well as NYC housing ... + Responsible for updating and maintaining all internal and external reporting systems with accurate property management information such as client and housing… more
- AON (Irvine, CA)
- …Administration of tenant and vendor insurance compliance and certificate tracking system . + Assist Operations teams with interpreting lease requirements and ... exposure schedules and coordinating submission of data and timely updates to broker teams. + Collaborate with Development Managers and Joint Venture partners on… more
- Charles Schwab (Westlake, TX)
- …planning across the corporation and its subsidiaries, including our bank and broker -dealers. We monitor and ensure adherence to regulatory ratios including the ... knowledge of finance and knowledge of liquidity risk management at a broker dealer. * Regulatory financial reporting, and experience in treasury management and… more
- SMBC (Charlotte, NC)
- …in Japan. SMFG's shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges. In the Americas, SMBC Group has a presence in the US, Canada, Mexico, ... data. This role will support both SMBC Nikko Securities America, Inc. ( Broker -Dealer) and SMBC Capital Markets, Inc. (Swap Dealer). **Responsibilities:** + **I**… more
- Weatherford (Houston, TX)
- … systems , preferably Oracle HCM + Familiarity with third party stock administration systems , preferably Fidelity Investments + Previous experience working ... The Stock Plan Specialist will support the day-to-day administration...timeliness, and integrity of all equity data in our system of record. + Regularly reconcile equity activity with… more
- OTC Markets Group Inc (New York, NY)
- …Venture Market and Pink(R) Open Market. Our OTC Link(R) Alternative Trading Systems (ATSs) provide critical market infrastructure that broker -dealers rely on ... existing clients, establish collaborative relationships, update clients on product and system enhancements, and work to ensure client satisfaction + Create… more
- AON (Bloomington, MN)
- …accuracy and consistency + Reviewing reinsurance contract terms and collaborating with Broker teams + Contribute to maintenance of library of clauses + Monitor ... and using templates in MS Word + Adaptable to other proprietary systems /applications as demonstrated by previous experience with other platforms + Nominal travel… more
- AON (Philadelphia, PA)
- …Representatives work on multiple accounts as part of a larger broker team, which requires strong communication and collaboration skills. Account Representatives ... areas, ethical standards, professional environment, networking opportunities, learning internal systems , and honing interpersonal and team-building skills through collaboration… more