of the Job Promotes and sells Non deposit Investment products "NDIP" and services to the public through an integrated marketing program, including branch training, relationship development, individual and group presentations, direct mail programs, follow up calling and other client contact methods. Essential Functions Interviews and counsels customers to obtain financial b

Assist in developing manageable budget milestones aligning with FEMA and DHS goals. Aid in the development of a one year budget proposal for submission to the OMB and Congress; Resource Allocation Plan (RAP) support; S&B forecasting, and execution of the ONCP appropriation, in accordance with the Planning, Programming, Budgeting, and Execution (PPBE) cycle.. Aid in packag

Who you are The Senior Research Analyst provides a range of research and analytical services to support the sales and marketing efforts of all brokers in the Fairfield/Westchester County and Long Island markets. Primarily, the Senior Research Analyst is responsible for producing high quality market publications, research papers and Requests for Proposals, including the co

First Western is seeking an SVP, Portfolio Manager III to join our team! Are you looking for a challenging and rewarding opportunity? First Western is seeking a passionate and experienced professional to join our team. As a SVP, Portfolio Manager III at First Western, you will play a vital role in helping high net worth clients achieve their financial goals. You will work

Your Future Team Founded in 1994, Frontier is an industry leading wealth management firm dedicated to building relationships and enriching lives through comprehensive wealth management. Our life centered approach provides our clients with a roadmap to living their best life possible. The Frontier family is a team of highly credentialed professionals who provide our client

in Audits Conduct onsite quarterly audits (or as needed) of Business Office financial files including financial paperwork, payer types, collection letters, census payer type set up, AL levels of care and A/R collections to determine compliance with company policies and procedures. Complete audit checklists. Monitor checklist responses, and provide feedback as needed. Condu

Maintain & apply the laws and regulations of certificate, IRA, ESA, POD , Trust, Estate planning and settlement, and probate knowledge of processes, procedures, systems, and regulations of the Internal Revenue Service Code and National Credit Union Association Administration (NCUA) along with Navy Federal policies and procedures Maintain a thorough knowledge of Navy Feder

Professional, Individual Product Advisor Outreach Fishkill Office, 300 Westage Business Center Drive, Fishkill, New York, United States of America Headquarters Office, 625 State Street, Schenectady, New York, United States of America Virtual Req #1124 Monday, May 9, 2022 Over 35 years strong and fueled by 1,700 smart, passionate employees across New York state and Vermont,

The FP&A Analyst holds an important role on Seacoast's financial planning team and is responsible for the successful completion of various corporate and departmental projects focused heavily on line of business performance management, budgeting & forecasting, merger and acquisition (M&A) activities, systems implementations and various other initiatives. The ideal candidat

The Branch Intern will performing a wide variety of complex and confidential administrative duties for the Financial Advisors (FA), branch support staff, and branch management. This position will also participate in special projects. Essential Duties & Responsibilities Learn various job functions within the financial services industry. Collection of information needed for

You will be part of a collegial 15 person Investment team and gain valuable experience in endowment management. The investment staff consists of a Public Markets team and Private Markets team. Associates may work with one or both teams, depending on individual and Institute needs, though a "generalist mindset" is highly desired. Exceptional performers will have the opport

This position is responsible for providing client service to our partners, intermediaries and plan sponsors. The Retirement Services Consultant will develop and maintain a detailed understanding of retirement plans and Ascensus products and services with the goal of helping our clients manage their retirement plans appropriately. The Retirement Service Consultant works wi

and Duties Collaborate with Relationship Sales Managers and senior support team members in daily tasks o Perform product and technology research on hardware, software, and services offerings. o Write quotes, build proposals, and manage statements of work in a manner that maximizes company profit. o Communicate with vendors and clients. o Recommend products and upsell solut

Initiate payment templates in the banking platform Perform AR/ AP reconciliation against the bank statement. Complete the monthly bank reconciliation statement in the system Qualifications Minimum 7+ years of relevant work experience, including financial management responsibilities; supervisory experience desired BA/BS in Finance or Accounting required; Master's degree in

VP, Sr Portfolio Manager will support the Health Care Real Estate (HCRE) Portfolio Management team with managing existing HCRE & ABL loans. The VP/Director will act as primary contact to Borrower's CFOs and Controllers. Will be responsible for vetting Borrower's compliance certificates and financial statements. Respond to Borrower's and Sponsor's ad hoc requests. Draft am