The Portfolio Accountant (Internally known as Staff Accountant) is responsible for learning to oversee the day to day accounting functions for a portfolio of multifamily properties. The Staff Accountant will analyze the general ledger activity, prepare monthly financial statements, and manage cash position of a portfolio. Represents the company in a professional and court

The Retirement Implementation Specialist is responsible for leading the onboarding process for new Alerus retirement plan clients, including startup plans, transfer plans and internal conversions. Managing all elements of the onboarding process by leading internal departments and external parties through an established implementation timeline. Essential Responsibilities J

Travis Credit Union's (TCU) Financial Service Representative (FSR) is the face of the credit union! TCU's FSRs manage member relationships by helping members achieve their financial goals. The TCU FSR is a career minded individual that enjoys a multi faceted role providing professional advice to members. Successful FSRs are people that love helping people! Develops long t

Engages and connects with customers, gathering customer information to acquire new relationships and grow/retain existing relationships while providing exceptional customer service to help resolve any questions or issues related to customer accounts or bank products and services. ESSENTIAL JOB FUNCTIONS Provides a complete range of customer services, including opening new

Financial Aid Advisor Job Locations US MI Canton ID 2024 5632 Type Regular Overview The role of a Financial Aid Advisor is pivotal in upholding our commitment to Service Excellence. By fostering strong relationships, providing accurate guidance, and offering effective solutions, advisors play a crucial role in guiding students and their families through the financial aid

Our Story Boston Hill Advisors is an independent, fee only Wealth Management business located in North Andover. We presently manage over $1 billion in assets for individuals, families, charities and small businesses. We specialize in financial planning, wealth management, and investment solutions and have been in business for 16 years. What You'll Do You will support two

Our Story Founded in 2008, Hightower Advisors is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size, and scale empower its vibrant community o

Be the "go to" person at the facility for any financial information or analysis that is required. Monitor inventory batches and resolve any variances as they progress through the facility ensuring the proper accounting treatment of inventory through the manufacturing process. Assist in the annual planning process for variable and fixed costs as well as the department expe

Under the supervision of the Director of Investments, works as a partner with the WMAS Investments Team and the WMAS Relationship Managers (RMs) by handling all investment aspects and client investment inquiries on assigned accounts. Essential Functions Handles all investment aspects and client investment inquiries on assigned accounts. Acts as primary point of contact fo

Financial Center Supervisor I Job Locations US DE Millsboro Requisition ID 2024 20319 Location Name Millsboro County Sussex Category Retail/Branch Banking Delaware Position Type (Portal Searching) Full Time FLSA Status Non Exempt Value Proposition Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our c

Patient Financial Services Director Job details Posted 03 May 2024 Location Boston, MA Job type Contract Reference 919525 Job description Position Patient Financial Services Director Location Boston, MA Likely onsite once the go live date takes place but remote otherwise. Duration 4 Months Summary Commercial provider client is seeking a patient financial services director

Alterna Securities, Inc. – Investments Director – Houston, TX Job Description Investments Director positions offered by Alterna Securities, Inc. (Houston, TX). Review macroeconomic data and interpret market trends. Prepare and present daily, weekly, and monthly reports to the firm’s management, financial advisors, and clients. Assist in managing client re

OF POSITION A Financial Advisor should demonstrate commitment to delivering distinctive service. The position is responsible for managing a portfolio of existing Firm clients and development of new business through aggressive solicitation of identified qualified prospects. Through this process, become the primary financial advisor for a portfolio of clients which would inc

OF POSITION A Financial Advisor should demonstrate commitment to delivering distinctive service. The position is responsible for managing a portfolio of existing Firm clients and development of new business through aggressive solicitation of identified qualified prospects. Through this process, become the primary financial advisor for a portfolio of clients which would inc

OF POSITION A Financial Advisor should demonstrate commitment to delivering distinctive service. The position is responsible for managing a portfolio of existing Firm clients and development of new business through aggressive solicitation of identified qualified prospects. Through this process, become the primary financial advisor for a portfolio of clients which would inc