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Job search results in: Security Guard Jobs, Security and Surveillance jobs, Accounting/Finance/Insurance jobs
As an Integrated Security Provider we are seeking an Assistant for Accounting and Sales support. Candidate must be a dependable, self-managing professional who has the ability to really multi-task & resolve issues. The position will require the candidate to work and have responsibilities within several departments: sales, accounting and purchasing. The position includes significant amounts of bookkeeping/collections and data entry.
SWI’s ability to accomplish what we set out to do is based primarily on the people we hire. Every employee contributes a unique and valuable effort to our team. We promote an atmosphere where we treat each other with respect, dignity and management works right alongside you.
RESPONSIBILITIES / DUTIES: Listed in general order, but not limited to:
Accounts Receivable: responsible for collections via phone calls, issuing statements and analyzing accounts. Able to forecast receivables, review status with management and escalate issues for resolution.
Sales Production Processing: maintain and update sales production reports. Process all paperwork on new sales; job approval flow, data entry, material listing, taxing requirements, invoicing, & distribution.
Answering inbound phone calls, when required.
Support inside and outside Sales Activities: client liaison, meeting organizer, travel coordinator, proposal preparation and compilation, sales rep activity tracking and general assistance to the President and VP of Sales.
Purchasing assistance: process & manage repair orders, returns and loaner equipment, working directly with the Warehouse Mgr.
Lead Management: maintain, distribute and identify ROI of leads generated.
Responsible for Sales/Marketing collateral material.
Maintain Client’s information: keep up to date all client contact and site information. General management of client’s files & filing.
Event Management: responsible for company sponsored events. Assist with event coordination, marketing, mailing lists and tracking ROI.
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Relationship Management
Manage day-to-day relationships with Sapers & Wallack’s corporate and not-for-profit retirement plan clients, assisting with subjects ranging from general retirement plan questions to Fiduciary & Legislative actions required under the code.
Build and manage relationships to serve as liaison between clients, TPAs, and service providers to ensure that all standards and expectations are being adequately met.
Coordinate annual (and semi-annual) Fiduciary reviews for all retirement clients to include investment review, plan review, group education sessions, and 1:1 meetings with participants.
Review and assist clients with annual plan requirements such as 5500 filing, Non-Discrimination Testing results, and profit sharing calculations.
Participate in business development and sales meetings as necessary as a member of the extended sales team
Investment Advisory
Conduct 1:1 meetings with participants to assist with deferral levels, asset allocation, and investment strategy to achieve retirement savings goals in the plan.
Assist participants on a day-to-day basis with retirement plan questions to include:
Enrollment
Investment advice
Rollover assistance
Account access
Implementation Management
Serve as point of contact in managing service provider conversions for existing clients to include:
Document conversion management
Communications
Compliance guidance
Coordinate project plan, timeline, participant meetings, and asset transfer between existing and new Trustee.
Facilitate transition, education, and 1:1 meetings before & after conversion
Assist with any residual issues with prior recordkeeper to ensure all relevant data has been transferred.
Provide Plan Document guidance and review for new S&W clients and start-up plans
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Summary of Position: In this role, you will serve be a key member of the Finance team. This position is highly strategic. Our business model is subscription based and also deals with the selling of contracts. We also deal with multi-millions in revenue on an annual basis. The position provides an excellent opportunity to take a lead role in partnering with a very dynamic business, driving activities across the Finance spectrum Business Intelligence, Business Analysis, Personal Leadership . The role represents the Finance Business Analysis and Planning arm of the company. It requires a very high degree of leadership and executive presence. In addition, strong people management skills are required to manage a team. Key Responsibilities include: Business Excellence You will be responsible for managing core financial processes within the company. You will partner and own the process for all departments on: Target Setting/Budget: Drive the annual processes including Mid-Year Review process, target setting process, and budgeting. Focus on identifying cost savings opportunities and prioritizing strategic investments while balancing the Customer experience. Quarterly Financial Forecasts: Manage financial forecasting to deliver the most accurate forecast possible with appropriate balance of risks and opportunities. Month-End Close: Ensure smooth, error-free financial closes. Ensure all controls compliance requirements are met. Ad Hoc reporting and analysis. Business analysis and Planning: Own all reconciliations and internal analysis and fact finding including reconciliations across all touch points within the company Business Insight Month End Close Analysis: Deliver superior financial and business analysis incorporating commentary on business drivers behind the financial results. Use this information to enable management to make informed decisions. The Finance team also has responsibility for helping drive greater business and financial insight. You will have responsibility for helping to identify and execute analysis designed to: Identify and analyze opportunities to optimize operational drivers for improved financial performance and customer satisfaction Analyze operational investments to identify returns in excess of the cost of capital Build predictive financial models to drive strategic decisions Other analysis designed to drive greater business insight and maximize shareholder value creation for the company. Personal Leadership The candidate must be comfortable working with all levels of management and be able to critically evaluate and concisely communicate business issues/risks with conviction to business and finance audiences. The candidate must be adept at attracting, developing and retaining top talent. This is a senior role within Finance and the candidate plays a key role in overall Finance management activities such as performance calibration, succession planning and Workgroup Health Index WHI results. Key Success Criteria Passion for creating shareholder value Results oriented Strong communication and interpersonal skills Strong customer focus/excellent relationship management with key partners in and out of finance Strong attention to detail Intellectual curiosit
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Summary of Position: In this role, you will serve be a key member of the Finance team. This position is highly strategic. Our business model is subscription based and also deals with the selling of contracts. We also deal with multi-millions in revenue on an annual basis. The position provides an excellent opportunity to take a lead role in partnering with a very dynamic business, driving activities across the Finance spectrum Business Intelligence, Business Analysis, Personal Leadership . The role represents the Finance Business Analysis and Planning arm of the company. It requires a very high degree of leadership and executive presence. In addition, strong people management skills are required to manage a team. Key Responsibilities include: Business Excellence You will be responsible for managing core financial processes within the company. You will partner and own the process for all departments on: Target Setting/Budget: Drive the annual processes including Mid-Year Review process, target setting process, and budgeting. Focus on identifying cost savings opportunities and prioritizing strategic investments while balancing the Customer experience. Quarterly Financial Forecasts: Manage financial forecasting to deliver the most accurate forecast possible with appropriate balance of risks and opportunities. Month-End Close: Ensure smooth, error-free financial closes. Ensure all controls compliance requirements are met. Ad Hoc reporting and analysis. Business analysis and Planning: Own all reconciliations and internal analysis and fact finding including reconciliations across all touch points within the company Business Insight Month End Close Analysis: Deliver superior financial and business analysis incorporating commentary on business drivers behind the financial results. Use this information to enable management to make informed decisions. The Finance team also has responsibility for helping drive greater business and financial insight. You will have responsibility for helping to identify and execute analysis designed to: Identify and analyze opportunities to optimize operational drivers for improved financial performance and customer satisfaction Analyze operational investments to identify returns in excess of the cost of capital Build predictive financial models to drive strategic decisions Other analysis designed to drive greater business insight and maximize shareholder value creation for the company. Personal Leadership The candidate must be comfortable working with all levels of management and be able to critically evaluate and concisely communicate business issues/risks with conviction to business and finance audiences. The candidate must be adept at attracting, developing and retaining top talent. This is a senior role within Finance and the candidate plays a key role in overall Finance management activities such as performance calibration, succession planning and Workgroup Health Index WHI results. Key Success Criteria Passion for creating shareholder value Results oriented Strong communication and interpersonal skills Strong customer focus/excellent relationship management with key partners in and out of finance Strong attention to detail Intellectual curiosit
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Hometown Bank in Fond du Lac, WI is seeking a qualified and motivated person for the role of sales assistant to a licensed financial advisor for their LPL Financial investment program.
ABOUT LPL
For banks and credit unions in all stages of development, LPL Financial Institution Services is the nation’s leading provider of investment services, focusing exclusively on financial institutions and delivering an enabling partnership characterized by proven management, high touch service, industry expertise, custom programs, clearing choices, best in class technology, and unbiased research and product solutions that empower banks and credit unions to expand their value proposition, better serve clients, and become more profitable.
PURPOSE
To provide support to the Financial Consultant(s) in the implementation of investments, operations, and sales support for clients of the Investment Services program.
NATURE AND SCOPE
The Sales Assistant for an LPL Financial Institution Services program will report directly to the Financial Consultant(s). The Assistant is responsible for the efficient operation of the Investment Representative’s daily work flow. The Assistant’s function is to assist the Investment Representative to maximize sales efforts and minimize their time spent on operational tasks.
DUTIES
Develop a general knowledge of the financial institution’s personal investment products and be able to assist customers.
Assist the Financial Consultant(s) with increasing their sales and production.
Ensure the efficient operation of the Investment Services program by:
Coordinating and maintaining appointment schedule for the Financial Consultant
Providing administrative support to the Financial Consultant
Dealing directly with clients and assisting clients
Receiving and processing orders with LPL Financial
Maintain an up-to-date familiarity with the financial institution’s personal investment products portfolio
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Focus on booking and settling equity and equity derivatives trades, domestic and international; applying the necessary support depending on market, type of trade, and client type.
Experience within a broker dealer operations department. Must be familiar with day to day trade operations encompassing all aspects of post trade reporting.
Responsible for account documentation, account set up, client liason, light p&s, heavy margin activity, money transfers, movement of securities (acat/fop), light account balancing, light options activity, light trade execution, trade entry, trade settlements (dks/fails).
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As an Integrated Security Provider we are seeking an Assistant for Accounting and Sales support. Candidate must be a dependable, self-managing professional who has the ability to really multi-task & resolve issues. The position will require the candidate to work and have responsibilities within several departments: sales, accounting and purchasing. The position includes significant amounts of bookkeeping/collections and data entry.
SWI’s ability to accomplish what we set out to do is based primarily on the people we hire. Every employee contributes a unique and valuable effort to our team. We promote an atmosphere where we treat each other with respect, dignity and management works right alongside you.
RESPONSIBILITIES / DUTIES: Listed in general order, but not limited to:
Accounts Receivable: responsible for collections via phone calls, issuing statements and analyzing accounts. Able to forecast receivables, review status with management and escalate issues for resolution.
Sales Production Processing: maintain and update sales production reports. Process all paperwork on new sales; job approval flow, data entry, material listing, taxing requirements, invoicing, & distribution.
Answering inbound phone calls, when required.
Support inside and outside Sales Activities: client liaison, meeting organizer, travel coordinator, proposal preparation and compilation, sales rep activity tracking and general assistance to the President and VP of Sales.
Purchasing assistance: process & manage repair orders, returns and loaner equipment, working directly with the Warehouse Mgr.
Lead Management: maintain, distribute and identify ROI of leads generated.
Responsible for Sales/Marketing collateral material.
Maintain Client’s information: keep up to date all client contact and site information. General management of client’s files & filing.
Event Management: responsible for company sponsored events. Assist with event coordination, marketing, mailing lists and tracking ROI.
Job search results in: Security Guard Jobs, Security and Surveillance jobs, Accounting/Finance/Insurance jobs
Summary of Position: In this role, you will serve be a key member of the Finance team. This position is highly strategic. Our business model is subscription based and also deals with the selling of contracts. We also deal with multi-millions in revenue on an annual basis. The position provides an excellent opportunity to take a lead role in partnering with a very dynamic business, driving activities across the Finance spectrum Business Intelligence, Business Analysis, Personal Leadership . The role represents the Finance Business Analysis and Planning arm of the company. It requires a very high degree of leadership and executive presence. In addition, strong people management skills are required to manage a team. Key Responsibilities include: Business Excellence You will be responsible for managing core financial processes within the company. You will partner and own the process for all departments on: Target Setting/Budget: Drive the annual processes including Mid-Year Review process, target setting process, and budgeting. Focus on identifying cost savings opportunities and prioritizing strategic investments while balancing the Customer experience. Quarterly Financial Forecasts: Manage financial forecasting to deliver the most accurate forecast possible with appropriate balance of risks and opportunities. Month-End Close: Ensure smooth, error-free financial closes. Ensure all controls compliance requirements are met. Ad Hoc reporting and analysis. Business analysis and Planning: Own all reconciliations and internal analysis and fact finding including reconciliations across all touch points within the company Business Insight Month End Close Analysis: Deliver superior financial and business analysis incorporating commentary on business drivers behind the financial results. Use this information to enable management to make informed decisions. The Finance team also has responsibility for helping drive greater business and financial insight. You will have responsibility for helping to identify and execute analysis designed to: Identify and analyze opportunities to optimize operational drivers for improved financial performance and customer satisfaction Analyze operational investments to identify returns in excess of the cost of capital Build predictive financial models to drive strategic decisions Other analysis designed to drive greater business insight and maximize shareholder value creation for the company. Personal Leadership The candidate must be comfortable working with all levels of management and be able to critically evaluate and concisely communicate business issues/risks with conviction to business and finance audiences. The candidate must be adept at attracting, developing and retaining top talent. This is a senior role within Finance and the candidate plays a key role in overall Finance management activities such as performance calibration, succession planning and Workgroup Health Index WHI results. Key Success Criteria Passion for creating shareholder value Results oriented Strong communication and interpersonal skills Strong customer focus/excellent relationship management with key partners in and out of finance Strong attention to detail Intellectual curiosit
Job search results in: Security Guard Jobs, Security and Surveillance jobs, Accounting/Finance/Insurance jobs
Scottrade, Inc. has a Branch Stock Broker position available in
Memphis, TN. This Stock Broker will provide excellent customer
service in a professional manner, have a current Series 7 and Series
63 license, and continuously strive for excellence. A Scottrade
Broker goes above and beyond to service our customers and support our
team.
Responsibilities:
Establish and maintain new accounts
Provide excellent customer service in a professional manner for all
aspects of account maintenance: account activity, pull history when
necessary, etc.
Execute trades for customers requested via walk-in and over the
phone
Provide stock quotes and news to customers
Accept customer checks and stock certificates
Follow up on pending ACATS transfers
Assist internet customers when the internet is down and answer any
technical questions about Scottrade.com; educate customers as to the
workings of the market
Work with margin accounts, give buying power, and balances
Keep up with reorg items, margin delinquencies, work short option
report
Follow up on leads from potential customers
Experience:
3 years customer service experience required
1 to 3 years Online brokerage industry experience preferred
Education:
A current Series 7 and Series 63 license
Clean U4 securities record
Bachelor degree in Finance or Business or related field or
equivalent combination of education and experience preferred
Scottrade, Inc., an equal opportunity employer, is committed to
inclusion and a diverse workforce.*
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General Responsibilities
The responsibilities of the Associate Director of Network Office Supervision (ADNOS) are monitoring, record-keeping, training, and supporting the Director of Network Office Supervision (DNOS). This position ensures the compliance of laws, regulations, and company rules related to the sales and servicing of insurance and securities products. Specific responsibilities include but are not limited to:
· Communication with customers
· Approval of new investment and variable accounts
· Assisting with trade reviews in the sales monitoring system
· Approval of investment trade blotter, securities certificates, and check logs
· Maintain personnel listing for offices
· Daily review of CAMM (Assentor)
· Assist DNOS with annual compliance meetings
· Conduct representative’s annual reviews
· Preparation and follow up on material needed for annual file reviews
· Set-up and maintain supervision files for all registered and associated persons
· Communicate and follow-up on outstanding company and regulatory required documents
· Review and update NRF report as necessary
· Assist with education of representatives and staff regarding company, state, and industry policies, rules, and regulations
· Mail client letters for 529 accounts, switch transactions, and returned checks
· Provide back-up support to the investment services department
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RESPONSIBILITIES:
The Client Associate provides assistance to the Financial Advisor by providing account information and quotes, setting up new accounts and securities, entering orders after tickets are signed by the Financial Advisor and processing deliveries and payments. The Client Associate performs various administrative functions for the Financial Advisors and Branch or Operations Managers including but not limited to typing letters, forms, and reports from rough draft, and mailing of correspondence for Financial Advisors. Also assist with marketing campaigns. Originates own correspondence on accounts with Financial Advisor approval. The Client Associate establishes and maintains files to meet regulatory requirements, creates and produces reports and databases, and establishes and maintains filing and record keeping necessary to support sales efforts. The Client Associate must keep current on all new corporate policies, procedures, and applications.REQUIREMENTS:
No licensing required. Less than 5 years industry experience. All other duties as assigned. Mon - Fri, 40 Hours
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Compiles payroll data such as hours worked, time tracking, taxes, insurance, and garnishments to be withheld, and employee identification number, from time sheets and other records.
Prepares computer input forms, enters data into computer files, or computes wages and deductions and posts to payroll records.
Reviews wages computed and corrects errors to ensure accuracy of payroll.
Records changes affecting net wages such as exemptions, insurance coverage, and loan payments for each employee to update master payroll records.
Records data concerning transfer of employees between departments.
Prorates expenses to be debited or credited to each department for cost accounting records.
Prepares periodic reports of earnings, taxes, and deductions.
Keeps records of leave pay and nontaxable wages.
Prepares and issues paychecks.
Performs other duties as assigned.
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Scottrade, Inc. has a Chinese Speaking Branch Stock Broker position
available in San Francicso (Chinatown), CA. This Stock Broker will
provide excellent customer service in a professional manner, have a
current Series 7 and Series 63 license, and continuously strive for
excellence. A Scottrade Broker goes above and beyond to service our
customers and support our team.
Responsibilities:
Establish and maintain new accounts
Provide excellent customer service in a professional manner for all
aspects of account maintenance: account activity, pull history when
necessary, etc.
Execute trades for customers requested via walk-in and over the
phone
Provide stock quotes and news to customers
Accept customer checks and stock certificates
Follow up on pending ACATS transfers
Assist internet customers when the internet is down and answer any
technical questions about Scottrade.com; educate customers as to the
workings of the market
Work with margin accounts, give buying power, and balances
Keep up with reorg items, margin delinquencies, work short option
report
Follow up on leads from potential customers
Experience:
Bilingual in Mandarin / Cantonese and English
3 years customer service experience required
1 to 3 years Online brokerage industry experience preferred
Education:
A current Series 7 and Series 63 license
Clean U4 securities record
Bachelor degree in Finance or Business or related field or
equivalent combination of education and experience preferred
Scottrade, Inc., an equal opportunity employer, is committed to
inclusion and a diverse workforce.*
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