Search Results: 90 vacancies
Broker Dealer Accountant Location Palo Alto, CA : Wealthfront is seeking a Broker Dealer accountant to join the finance and accounting team to support a dynamic and high-growth business. The individual will perform a critical role interacting with senior management as...
Suggested
Full time
...maintain legally required vehicle liability insurance and have an acceptable motor vehicle report as determined by MHAAC's insurance broker
Preferred Qualifications
Bachelors Degree
Experience navigating the Alameda County behavioral health care system; Crisis...
Suggested
Hourly pay
Holiday work
Remote job
Afternoon shift
Monday to Friday
...different types of personal information, including protected health information, about our audiences, including members, doctors, clients, brokers, business partners, and employees. VSP Vision employees will have access to this sensitive personal information and are subject to...
Suggested
Full time
Part time
Outdoor
...environment working directly with executives. The HR Manager will provide accurate and timely responses to inquiries by employees, benefits brokers, insurance carriers, and vendors. The position is mainly responsible for benefits administration, processing payroll, managing...
Suggested
Local area
...plans, ensuring compliance with relevant regulations (e.g., ERISA, COBRA, Internal Revenue Service codes, etc.); manages vendor and broker relationships, insurance renewals, and benefits administration, and payroll.
Collaborate with other executive leadership staff...
Suggested
Holiday work
Contract work
Local area
Flexible hours
Shift work
...position offers a scalable franchise building opportunity for serious producers. As part of the largest financial services distribution broker, you'll have access to a platform with security and support, offering a diverse portfolio of products.
Responsibilities:...
Suggested
Full time
Part time
Remote job
Work from home
Flexible hours
...Basic understanding of occupational medicine provider network features and benefits.
~ Experienced with P&C insurance agent and broker operations.
~ Effective communication, sales and presentation skills.
~ Knowledge of Microsoft Office Suite and other common business...
Suggested
Temporary work
...rollouts to ensure CSA voice is represented
Requirements:
Two years of relevant experience (Registered Investment Advisor or Broker/Dealer) is preferred
Bachelor's degree or equivalent experience preferred
Good understanding of finance and investment markets...
Suggested
...consultation and guidance in managing their compliance obligations.
Interface with freight forwarders, US government officials, custom brokers, internal and external customers on all matters pertaining to import and export regulations.
The job entails managing and...
Suggested
Temporary work
Work experience placement
Local area
Remote job
Flexible hours
Shift work
...registered through CFS (Member FINRA/SIPC). To learn more about CUSO Financial Services, L.P. visit .
CFS (Member FINRA/SIPC) is a broker-dealer and RIA with a stable, 25-year track record of serving the investment needs of credit unions and their members. We’re ranked...
Suggested
Holiday work
Full time
Part time
Work experience placement
Second job
Flexible hours
...and align it with growth goals.
Applicants must develop extensive external relationships with manufacturers, suppliers, freight brokers, vendors, and last mile carriers, carriers, and work closely with these parties to consistently meet deadlines as cost-effectively...
Suggested
Remote job
Full time
Part time
...including the filing of Forms 3 and 4 for directors and officers) as well as its optionee features including tie ins to payroll and broker support.
Assist in the preparation of financial reports such as financial statements; 10K and 10Q F-section including help in...
Suggested
...negotiation skills.
~ Strong communication and interpersonal skills to be capable of dealing with claimants, customers, insureds, brokers, attorneys etc. in a positive manner concerning losses.
~ Strong knowledge of the company's products, services, coverage's and...
Suggested
Contract work
Local area
...Minimum of 4 years of experience in a direct advisory capacity, preferably with an independent registered investment advisor or broker-dealer
Proficient in complex financial planning and development of complex client cases
Strong leadership experience preferred...
Suggested
...* Alongside the executive team, drive a Total Rewards strategy for MatX and work with the Ops Manager to execute (e.g., managing brokers, open enrollment, etc)
* Track and trend operational and financial KPIs for the business (monthly, quarterly, and annually)
* Drive...
Suggested
Full time
Work experience placement
Local area
...handling calls/emails
Requirements:
Self-motivated with a positive attitude
Willing to obtain a Personal Lines Insurance Broker's License
Open to learning and achieving excellent sales records
Preferred: Bilingual
Must have reliable transportation...
Hourly pay
Full time
Immediate start
Flexible hours
Sunday
...maintenance of standard service contracts
Coordinate moves of tenants in and out of the building
Coordinate special events (i.e. broker open house, etc.)
Special projects as requested
SUPERVISORY RESPONSIBILITIES:
This position has no supervisory...
Flexible hours
...special projects/consulting services provided to the client
· Begin to form initial networks of internal and external (attorneys and brokers) parties to form strong working relationships that may grow existing business and/or lead to development of new business...
...and extrapolate a practical solutions and recommendations.
~ Negotiation: Ability to communicate and deliver a value proposition; broker relevant deals and deliver a win-win oriented solution for the business and the customer.
~ Project Management: The ability to...
Work from home
Home office
...increase revenue and market share.
Scheduling appointments and visiting potential and current referral sources, specifically the broker channel to secure referrals to end users.
Prospecting for new clients and new referral sources outside of the Paychex base,...
Local area
Remote job
