- MassMutual (Windsor, CT)
- …financial needs or circumstances. + Analyze client inquiries and requests, utilizing product and fiduciary knowledge as well as available resources and support teams ... services industry + Willingness to obtain CTFA (Certified Trust and Financial Advisor ) + Working knowledge of fiduciary income taxation, trust investment management… more
- Morgan Stanley (Bethesda, MD)
- …as examples * Input orders at the direction of clients and/or Financial Advisor (s), discuss reinvestment options and corporate actions with clients at the direction ... take appropriate action on client account alerts *OTHER* * Partner with Financial Advisor (s) in developing a business plan and delivering against a client service… more
- Morgan Stanley (Boston, MA)
- …as examples * Input orders at the direction of clients and/or Financial Advisor (s), discuss reinvestment options and corporate actions with clients at the direction ... take appropriate action on client account alerts *OTHER* * Partner with Financial Advisor (s) in developing a business plan and delivering against a client service… more
- City of New York (New York, NY)
- …following: - Provide administrative support and supervision of all staff and substantive work product for the Units within OTCS. - Assist the CS in monitoring and ... the temporary absence of the CS and the Special Advisor to the CEO. - Act as liaison with...in the absence of the CS and the Special Advisor to the CEO. - Assist in monitoring the… more
- New Jersey Institute of Technology (Newark, NJ)
- …during the academic year in order to assist the Undergraduate Advisor ; remove holds; create electronic departmental forms including instructions necessary for ... Receives and translates high volume, finished, edited, proofed, and formatted work product on the computing program(s) of NJIT's choice, including word processing,… more
- Robert Half Finance & Accounting (Irvine, CA)
- …accurate responses to customer inquiries regarding order status, shipping dates, product availability, and back orders. Perform order confirmation and inbound system ... a liaison with various departments throughout the company and be a trusted advisor to internal parties. Maintain and issue customer open order list. Maintain… more