• Tacoma Community College (Tacoma, WA)
    …WA Job Type: Part Time Job Number: 24-10-TMP #MON Division: Administrative Services Department: Financial Services Opening Date: 04/22/2024 FLSA: Non-Exempt ... For information on Tacoma and the surrounding area: Position Overview The Financial Services intern will assist the Financial Services office with the essential… more
    Upward (07/01/25)
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  • Adam Jurs - State Farm Agent (Greenfield, IN)
    …advancement in my agency Learning to market property/casualty, life, health, bank and mutual fund products Setting sales and growth goals Compensation: This role ... schedule appointments, identify customer needs, and market appropriate products and services . Establish customer relationships and follow up with customers, as… more
    Upward (07/01/25)
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  • Tacoma Community College (Tacoma, WA)
    …Position Summary This is a part-time hourly position that provides instructional support services to science classes offered at the Gig Harbor Campus (GHC) and main ... Monitor equipment for proper operation, needed repairs, and end of service replacement Keep laboratories, supplies, materials and equipment clean, organized and… more
    Upward (07/03/25)
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  • Tacoma Community College (Tacoma, WA)
    …adhere to ECEAP (Early Childhood Education Assistance Program) Program Standards, Service Plans, and the principles of best practice Essential Functions Organize ... with all members of ECEAP and Puget Sound Educational Services District (PSESD) staff. Work with diverse population and...consumer-directed health plan (CDHP) that has a Health Savings Account . The Limited Purpose FSA is only for dental… more
    Upward (07/20/25)
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  • Deloitte (Atlanta, GA)
    …planning and returns, identifying complex tax issues for a variety of hedge fund clients, Subchapter K, wash sale and constructive sale rules, and aggregate ... and provide tax analyses for a variety of hedge fund clients and their affiliates. The right person should...development. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP… more
    Upward (07/15/25)
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  • Blue Ridge Community and Technical College (Martinsburg, WV)
    …charges no sales loads, has low expense charges, and offers many annuity and mutual fund accounts and life cycle funds. Once you have enrolled, investment ... Accounts Flexible Spending Accounts (FSA) The IRS approved tax-free account that saves you taxes on eligible medical and...eye care needs. Hearing Health Care The EPIC Hearing Service Plan provides easy access to hearing health professionals,… more
    Upward (07/27/25)
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  • Pano AI (San Francisco, CA)
    …AI has raised $89M in venture capital funding from Giant Ventures, Liberty Mutual Ventures, Tokio Marine Future Fund , Congruent Ventures, Initialized Capital, ... Role The Customer Success Manager (CSM) at Pano focuses on strategic account management, driving customer adoption, and fostering long-term partnerships to maximize… more
    Upward (07/19/25)
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  • Vise (New York, NY)
    As a Strategic Consultant ( Account / Relationship Manager) at Vise, you'll be an indispensable resource for our clients. You will oversee and manage multiple client ... on day one 3-7 years of experience in an account management, client relationship or sales role in financial... management, client relationship or sales role in financial services Experience with and general understanding of the RIA… more
    Upward (07/28/25)
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  • Chanel (Costa Mesa, CA)
    …positive working environment and create a culture of feedback, encouraging diversity, mutual respect and teamwork Provide initial and frequent ongoing training and ... team members, including CHANEL savoir faire, product details and service delivery Represent CHANEL in the market, developing the...for wellbeing (Wellbeing Days in Retail) and a Wellbeing fund Family and care giving benefits (inclusive of parental… more
    Upward (07/14/25)
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  • United Nations (New York, NY)
    …sector, including foundations based in North America, for the purpose of fund -raising and leveraging resources. *Set up meetings and prepare background briefs on ... operationally sound solution to meet the needs of the service . At the United Nations, the paramount consideration in...committed to creating a diverse and inclusive environment of mutual respect. The United Nations recruits and employs staff… more
    Upward (07/27/25)
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  • Artech LLC (Denver, CO)
    …various security types; equity, debt, private instruments, derivatives, etc. 40 ACT mutual fund experience (back or middle office operations preferred) ... Analyst - Middle Office Operations, Securities Services Location: Denver, CO 3 days a week with either Monday or Friday on site. Responsibilities: The Middle Office… more
    Upward (07/03/25)
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  • Jump Trading (Chicago, IL)
    …winning together and unlocking unique individual talent by incenting collaboration and mutual respect. At Jump, research outcomes drive more than superior risk ... design, develop, and deploy technologies that change our world, fund start-ups across industries, and partner with leading global...as well as updates for lease amendments, to appropriately account for all payment obligations included in the lease… more
    Upward (06/30/25)
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  • Livonia Public Schools (Livonia, MI)
    …a Personal Healthcare Fund (PHF), which is a portable, tax-deferred investment account that can be used to pay for healthcare expenses in retirement. Livonia ... payments over your lifetime once you meet age and service requirements. Additionally, as a new public-school employee, you...in a positive work climate and a culture of mutual respect to support the successful education of children.… more
    Upward (06/29/25)
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  • Ace Hardware Corporation (Woodridge, IL)
    …choice, opportunities to help Children's Miracle Network Hospitals and the Ace Helpful Fund through the Ace Foundation Ace invests in every employee we hire, with ... cookouts, and merchandise sales We bring them to you! Services such as mobile spas, auto maintenance, car wash...are posted? Follow the link below to create an account and set up custom job alerts: Create Job… more
    Upward (07/06/25)
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  • Ace Hardware Corporation (Kansas City, MO)
    …than just a slogan- it's at the core of everything we do . It guides the service we provide to our retailers and their communities , who are impacted daily by the ... Humanity, as well as through our employee-sponsored Ace Helpful Fund that provides emergency financial support to our own..."Faces of Ace," working independently to provide superior customer service and the Ace Helpful experience on and off… more
    Upward (06/28/25)
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  • Mutual Fund Account

    Raymond James Financial, Inc. (Memphis, TN)
    …party applications + Answer calls and questions on operational topics and account maintenance. + Contacts internal/external customers including fund companies to ... investment concepts, practices, procedures and industry regulations related to Mutual Funds + Basic mathematical skills including addition, subtraction,… more
    Raymond James Financial, Inc. (05/05/25)
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  • Remote Mutual Funds Representative…

    CIBC (New Brunswick, NJ)
    …technical information on Savings, Income, Growth, Index and Managed Portfolio Solutions for various Mutual Fund account types. Open new Mutual Funds ... by recognizing opportunities to promote CIBC investment products and services that help clients achieve their financial goals. You...You will be responding to client inquiries related to mutual fund and fixed term investments and… more
    CIBC (07/01/25)
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  • Specialist - Mutual Fund

    Lincoln Financial (Omaha, NE)
    …desired . A minimum of 1-4 years of accounting, financial reporting/analysis experience in mutual fund , insurance, or public accounting environment . Mutual ... focus of this position is to ensure the Lincoln Mutual Funds successfully complete all required SEC filings timely...ensure they are filed timely and accurately. . Assures fund administration compliance with the Investment Company Act of… more
    Lincoln Financial (06/06/25)
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  • Mutual Fund Tax Accountant

    Thrivent Financial (Minneapolis, MN)
    …with various project assignments. + Serve as a resource to internal stakeholders on mutual fund tax issues. + Basic knowledge of functions supported within the ... we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our clients. We… more
    Thrivent Financial (07/18/25)
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  • Sr. Sales Specialist (Workplace)

    T. Rowe Price (Colorado Springs, CO)
    …contact for inbound participant service requests + Respond to requests for investment, mutual fund , and account information. Resolve complex account ... our participants reach their long-term financial goals through exemplary service , education, and support. Join our team and you...T. Rowe Price offers unparalleled active management products and services . Come join our team and help our clients… more
    T. Rowe Price (07/18/25)
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