- H&R Block (Aurora, IL)
- …and achieve extraordinary results. It's an exciting time to be a part of H&R Block ! What you'll do You'll be an integral part of showcasing our passion and pride ... information, visit blockbenefits.com (https://www.blockbenefits.com/public/welcome) . Equal Opportunity Employer: H&R Block does not tolerate discrimination based on a person's… more
- Robert Half Finance & Accounting (New York, NY)
- …role involves collaborating closely with the Head of Investments and Wealth Advisors to oversee and manage client portfolios, utilizing a centralized trading ... office and 2 days work from home. Responsibilities: * Collaborate with Wealth Advisors and the investment team to maintain client portfolios in alignment with asset… more
- Aegon Asset Management (Cedar Rapids, IA)
- …businesses. These include 1) World Financial Group, including Transamerica Financial Advisors , 2) Protection Solutions and Savings & Investments, comprised of life ... Summary Provide outstanding customer service with daily retirement plan administration by responding to inquiries, researching and providing resolution to… more
- Aegon Asset Management (Cedar Rapids, IA)
- …businesses. These include 1) World Financial Group, including Transamerica Financial Advisors , 2) Protection Solutions and Savings & Investments, comprised of life ... Summary Provide outstanding customer service with daily retirement plan administration by responding to inquiries, researching and providing resolution to… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …+ Execute all modeled account maintenance requests from portfolio managers and financial advisors , including creating and releasing large block orders. + Track ... Fifth Third Bank. General Function: Responsible for trade and portfolio administration , including tracking and reporting Equity Trading performance and Soft Dollar… more