- Centene Corporation (Sacramento, CA)
- …all commission related payments, accounting entries and reports for the broker network. Performs data reconciliation, research commission related payment and ... balancing. Analyze and interpret financial impact of changes made to Broker accounts. + Completes data reconciliation, research commission related payments and… more
- Vanguard (Malvern, PA)
- …Rule and customer reserve computations. + Working knowledge of BetaNeXT and the broker dealer stock record/ + Working knowledge of financial and operational ... and dynamic team that performs Treasury Functions consisting of moving and reconciling broker dealer cash activity. The VMC Treasury Liaison will perform the newly… more
- Atria Wealth Solutions (Sandusky, MI)
- …tax and securities consequences to clients with particular investments. + Attend training and/or complete required continuing education to keep current on investment ... program integration initiatives with the assigned bank program (includes branch personnel training ). Actively engage assigned branch staff on a regular basis as well… more
- CoStar Realty Information, Inc. (Chicago, IL)
- …Homes.com membership while ensuring the delivery of exceptional service to our key broker clients at every organizational level. You will develop a plan to deploy ... the field sales team to partner broker sales offices and events. To be successful, you...invests in your professional and academic growth with internal training , tuition reimbursement, and an inter-office exchange program. Our… more
- AON (Hammonton, NJ)
- …and plan details are translated into both the PDD and into the Client training curriculum. + Develops the Aon Plan Design Document (PDD) for each client, applying ... testing process. + Performs the system demo with the client/ broker prior to the enrollment start date + Builds... prior to the enrollment start date + Builds Training curriculum and define training plan. Facilitates… more
- AON (Irvine, CA)
- …system demo with the client/ broker prior to enrollment start date + Builds Training curriculum and define training plan. Facilitates training with the ... a 401(k) savings plan with employer contributions; an employee stock purchase plan; consideration for long-term incentive awards at...broker prior to enrollment start date + Builds Training curriculum and define training plan. Facilitates… more
- Aegon Asset Management (Cedar Rapids, IA)
- …support the CCO in managing the compliance program covering TFA's retail broker -dealer and investment advisory business. The candidate will contribute to the success ... corrective action plans. + Assisting in the hiring and training of compliance staff to support TFA and WFG's...regulatory or securities compliance experience, preferably in a retail broker -dealer and investment advisory environment + At least 2… more
- AON (Charlotte, NC)
- …Educates Account Executives and Account Specialists directly and by assisting with training plans in client management, risk management, insurer interface and Aon ... or equivalent, with Risk and Insurance Management/ Business related curriculum preferred Broker License CPCU, CIC or ARM preferred How we support our colleagues… more
- Aegon Asset Management (Cedar Rapids, IA)
- …and support in the development, maintenance and offering of investment advisory, broker -dealer, and insurance agency products and services + Prepare, review and ... Senior level legal experience with a focus on retail broker -dealer, investment adviser, and state insurance matters with knowledge...Package + Pension Plan + 401k Match + Employee Stock Purchase Plan + Tuition Reimbursement + Disability Insurance… more
- Teva Pharmaceuticals (North Wales, PA)
- …SOP/work instructions review, recommend and implement revisions, process improvements and conduct training with Teva US (TUSA) CTC team members and Customs broker ... resolve errors, determine root cause and corrective action and provide on-going training to internal and external stakeholders * Assist with managing our electronic… more