- Mesirow Financial (Chicago, IL)
- …of project multitasking Support: + Access to a Client Service Manager ( Sales Assistant ) + Access to a Wealth Specialist ( Financial planning associate) + Firm ... with an average tenure of over 20 years. The Advisor will work with a team to develop and...Chicagoland from our downtown headquarters or suburban offices. Mesirow Financial is an independent, employee-owned firm founded in 1937.… more
- BBVA Compass (Jacksonville, FL)
- Senior Trust Advisor I + Company:BBVA SECURITIES + Location:Jacksonville,Florida.United States + Job type:Employment + Published on:26th May 2020 Apply Our Company ... the opportunities of this new era within everyone's reach. We are a global financial institution present in 30 countries with over 75 million customers. We are a… more
- American National Bank of Texas (Mckinney, TX)
- …operational, marketing, trading, business development and sales support to multiple financial advisors. The Sales Assistant is responsible for enhancing ... reimbursement and student loan payment program. The Wealth Management Sales Assistant is a service and ...digital capabilities that will allow them to interact with Financial Advisor teams as well as new… more
- Robert Half Finance & Accounting (Purchase, NY)
- Description Looking for a talented Sales Assistant to assist a growing wealth management practice. Responsibilities will be: Onboarding new clients (processing ... new account and transfer of assets paperwork) Assisting advisor in preparing for meetings/calls with clients and prospective clients Scheduling calls and meetings… more
- First Command Financial Services (Corporate) (Highland Falls, NY)
- …after a sale * Maintain and distribute client suspense's * Maintain commission, sales , production, and conservation records for the Advisor * Become proficient ... Job Description The Field Administrative Assistant 's primary role is to support and motivate...Satisfactory completion of screening/hiring tool if required by District Advisor (C) 2017 First Command Financial Services,… more
- HSBC (Arlington, VA)
- …training courses. **Qualifications** + Minimum of 5 years proven and progressive financial services and/or retail sales experience or equivalent, including ... focus and a broad understanding of the fundamentals of financial planning are critical to the success of the...clients and upgrading existing clients through becoming the trusted advisor to them. It will also entail regularly updating… more
- HSBC (Reston, VA)
- …new HSBC clients and upgrading existing clients through becoming thetrusted advisor to them. It will also entail regularly updating and analyzingclient ... financial information and advising the client on a variety...needs, recommend appropriateproducts and services, and achieve closure of sales - this excludes the salesof investment and insurance… more
- Realogy Holdings Corporation (Burley, ID)
- **5783BR** **Requisition ID:** 5783BR **Job Description:** Escrow Assistant Real Life. Real Importance. What you'll do: You're the glue that holds real estate ... Reliable supporter: Providing outstanding assistance to the closing representative, so that sales go smoothly and we retain their business through white glove… more
- Realogy Holdings Corporation (Meridian, ID)
- …**Reliable supporter:** Providing outstanding assistance to the closing representative, so that sales go smoothly and we retain their business through white glove ... to lender after signing and following up on funding conditions. + **Insightful advisor :** Reviewing the real estate purchase contract, making sure it is complete and… more
- Realogy Holdings Corporation (Spring, TX)
- …**Reliable supporter:** Providing outstanding assistance to the closing representative, so that sales go smoothly and we retain their business through white glove ... to lender after signing and following up on funding conditions. + **Insightful advisor :** Reviewing the real estate purchase contract, making sure it is complete and… more
- Indiana State Job Bank (Greenwood, IN)
- …to deliver Coach s Selling and Service expectationsless thanbr> * Enforces sales strategies, initiatives and growth across all categoriesless thanbr> * Works with ... and personal sellingless thanbr>techniques to contribute to overall store and financial results * Maximizes floor supervisor role to deliver strong metrics… more
- Realogy Holdings Corporation (Salt Lake City, UT)
- …**Reliable supporter:** Providing outstanding assistance to the closing representative, so that sales go smoothly and we retain their business through white glove ... to lender after signing and following up on funding conditions. + **Insightful advisor :** Reviewing the real estate purchase contract, making sure it is complete and… more
- Eaton Vance (Boston, MA)
- …that has one of the best employee retention rates in the financial services industry. We offer competitive salaries, generous benefits, and tremendous opportunities ... a part of our continued success! Basic Purpose: The Administrative Assistant will provide administrative support, project management support and evaluation for… more
- Raising Cane's (Shreveport, LA)
- …for leading shifts as well as providing support in financial management, restaurant maintenance and company initiatives. **Responsibilities** **KEY RESPONSIBILITIES ... manage operation of the restaurant to include planning/forecasting of weekly sales , labor and COGs; maintains restaurant cleanliness; identifies maintenance problems… more
- First Federal Bank (Defiance, OH)
- …as a liaison within all areas of the organization. + Recognize product and financial sales and service opportunities and refer to appropriate partners to align ... Specialist Department: Deposit Operations Position Reports to: Deposit Support Assistant Manager Position Supervises: No Direct Reports Position Summary: Responsible… more
- First Federal Bank (Youngstown, OH)
- …Supervisor, Mortgage Loan Processing Supervisor, Mortgage Loan Triage, Appraisal Review, Admin Assistant - Loan Ops Position Summary: This position has the primary ... objective of client satisfaction via quality, timeliness, and support of the sales team is accomplished. Ensure compliance with applicable Federal and State… more
- MasterCard (Purchase, NY)
- …partnerships and passion, our innovations and solutions help individuals, financial institutions, governments and businesses realize their greatest potential. Our ... transactions, and the internet-of-things. Reporting to the Senior Vice President, Assistant General Counsel, Cyber & Intelligence Solutions, this position will… more
- Forrester (Cambridge, MA)
- …on the ideas and initiatives that change the course of business. As a trusted advisor to the most influential companies in the world, we live at the nexus of ... job is to be bold at work. About This Role: Reporting to the assistant controller, the Revenue Staff Accountant is a member of Forrester's global revenue accounting… more
- Senior Living Communities (Daniel Island, SC)
- …responsible for coordinating resident move-ins with Director of Facilities, Lifestyle Advisor and Members. Works with moving companies, telephone companies and ... of all campus promotional materials and all legal and financial agreements between the campus and its residents and...to deliver a high level of customer service. Previous sales experience desired. Required Experience: + High school graduation… more
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