- Athene (West Des Moines, IA)
- …products designed for the increasing number of individuals and institutions seeking to fund retirement needs. We see every day as a new opportunity to measure ... to hire dynamic individuals to join our Post Issue Processing team! We are looking to hire multiple individuals...third parties in an efficient and accurate manner. No annuity experience required we'll provide in-depth training and tools… more
- Aegon Asset Management (Denver, CO)
- …retirement plans, individual retirement accounts, and investment products , including mutual funds , annuities , stable value solutions, as well as investment ... Transamerica is organized by lines of business (Life Insurance, Annuities , Mutual Funds , Retirement Plans, and Employee...a common goal of increasing company's share of mutual funds , annuity , and insurance marketplace as well… more
- American Red Cross (Denver, CO)
- …Experience with gifts of assets and life income gifts including charitable gift annuities , charitable trusts, and pooled income funds is preferred. Experience ... Experience with gifts of assets and life income gifts including charitable gift annuities , charitable trusts, and pooled income funds is preferred. Experience… more
- Thrivent Financial (Jupiter, FL)
- …for information + Researches inquiries regarding customer/member accounts + Provides fund values and answers other securities (including, if appropriately licensed, ... variable insurance and annuities ) product-related questions and/or questions related to investment advisory...routine administrative duties such as maintaining office supplies and processing mail + Prepares or coordinates the preparation of… more
- SUNY Westchester Community College (Valhalla, NY)
- …grants and contracts to ensure compliance and the appropriate dispersal of funds ; prepares reports on same; + Ensures College departments are in compliance ... software or when new software is purchased; + Acts as a departmental representative on matters pertaining to grants, fiscal operations and capital, as assigned; +… more
- Atria Wealth Solutions (Brandywine, MD)
- …to client investment consultations and servicing of investment products, stocks, bonds, annuities , mutual funds , managed accounts, and related securities + ... services to achieve the financial client's goals as a registered representative /advisor/agent of Navy Federal Financial Group (NFFG) and subsidiaries, or incumbent… more
- Navy Federal Credit Union (Fredericksburg, VA)
- …to client investment consultations and servicing of investment products, stocks, bonds, annuities , mutual funds , managed accounts, and related securities + ... services to achieve the financial client's goals as a registered representative /advisor/agent of Navy Federal Financial Group (NFFG) and subsidiaries, or incumbent… more
- Guardian Life (Bethlehem, PA)
- …of wealth management topics such as new account setups, transfer of assets, mutual funds and annuities , stocks and bonds, qualified and non-qualified plans, as ... professionals and Clients in the review of documents being submitted for processing and provide instruction to ensure accurate completion of all applicable sections.… more
- Cornell Cooperative Extension (Hamden, NY)
- …Assistant will provide support to include, but not limited to: word processing , database entry & management; spreadsheet development; creating and editing brochures, ... or without accommodation. The work environment characteristics described here are representative of those an employee encounters while performing the essential… more