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Perkins Coie is seeking a qualified, dynamic individual to take on the role of the Investment Officer (IO) supporting the Investment team (the Chief Investment Officer (CIO) and Senior Investment Officers (SIOs) of Perkins Coie Trust Company) in all aspects of investment management and compliance including trade execution, investment research and analysis, performance mea
Posted 1 day ago
Perkins Coie LLP
- Phoenix, AZ / Dallas, TX / Boise, ID / 3 more...
Perkins Coie is looking for an experienced, dynamic individual to take on the Financial Specialist role as the single point of contact for select partners regarding the financial operation and performance of their practice. The Financial Specialist is involved from initial client/matter intake, through oversight of time entry and WIP review, to pro forma distribution and
Posted 2 days ago
Puget Sound Energy is looking to grow our community with top talented individuals like you! With our rapidly growing, award winning energy efficiency programs, our pathway to an exciting and innovative future is now. PSE'sOffice of Controllerteam is looking for qualified candidates to fill anopen Financial Reporting Manager position! Specific details regarding the work ar
Posted 2 days ago
Responsible for monitoring and collecting the financial responsibilities of our patients. The Financial Counselor must keep patients' insurance benefits up to date in OncoEMR and Centricity and view the patients' services for diagnosis and insurance coverage appropriateness. Also performs the daily tasks of Managed Care and Financial Counselor. QUALIFICATIONS High School
Posted 4 days ago
Prepares individual, corporate, partnership, and other types of tax returns. Perform s audit, review, compilation, and other assurance services . Gains experience, exposure, and knowledge of procedures, workpapers and systems. Supports multiple client engagements on time and within budget, identifying issues and communicating progress. Expands industry knowledge, through
Posted 1 day ago
Communicate with clients to uncover unmentioned financial needs they may not realize our bank can solve. Proactively assess clients' financial information by completing a Needs Assessment to determine total current and financial needs then summarize, recommend, present, and sell appropriate products and services. Maintain and service a book of clients by proactively reach
Posted 7 days ago
Job Description What is the opportunity? As a Wealth Planning Associatewith RBC Wealth Management, you willbe part of the Wealth Planning Associate (WPA) Program. Thisis a structured 24 month development program designed to provide the knowledge and skills necessary to succeed at RBC. Upon completion of the program, you will have the opportunity to join aFinancial Advisor
Posted 2 days ago
The ability to build a strong client base with the Bank's exceptional referral and lead generation systems. The opportunity to find new clients through the Bank's client base. The ability to grow relationships with the platform's combination of tools, technology, and support. The opportunity to continue developing your skills with access to training, peer mentoring and ed
Posted 7 days ago
Communicate with clients to uncover unmentioned financial needs they may not realize our bank can solve. Proactively assess clients' financial information by completing a Needs Assessment to determine total current and financial needs then summarize, recommend, present, and sell appropriate products and services. Maintain and service a book of clients by proactively reach
Posted 10 days ago
Reporting to the Facilities Support Services Manager, this position is responsible for tracking and analyzing various sources of data, providing detailed trend reports and analysis, administering Public Works agreements and contracts, and administration of the Facilities work order system to ensure for continuity of Evergreen operations. The incumbent is also responsible
Posted 2 days ago
The purpose of this position is to provide day to day complex clerical support, purchasing, and student employee direction for the Residential and Dining ( RAD ) Services Facilities program. This primarily includes purchasing, recordkeeping, maintaining financial records, processing payroll actions, time tracking and assigning work for student employees, completing assign
Posted 2 days ago
Communicate with clients to uncover unmentioned financial needs they may not realize our bank can solve. Proactively assess clients' financial information by completing a Needs Assessment to determine total current and financial needs then summarize, recommend, present, and sell appropriate products and services. Maintain and service a book of clients by proactively reach
Posted 15 days ago
Under the supervision of the Director of Investments, works as a partner with the WMAS Investments Team and the WMAS Relationship Managers (RMs) by handling all investment aspects and client investment inquiries on assigned accounts. Essential Functions Handles all investment aspects and client investment inquiries on assigned accounts. Acts as primary point of contact fo
Posted 22 days ago
Elastic
- Mountain View, CA / Sacramento, CA / San Diego, CA / 21 more...
Elastic is a free and open search company that powers enterprise search, observability, and security solutions built on one technology stack that can be deployed anywhere. From finding documents to monitoring infrastructure to hunting for threats, Elastic makes data usable in real time and at scale. Thousands of organizations worldwide, including Barclays, Cisco, eBay, Fa
Posted 2 days ago
Sr. Payments Advisors partner with Relationship Managers and work with companies with the goal of driving efficiencies in the payments process and will thoroughly understand the issues confronting clients or prospects, and recommend solutions based on industry knowledge and Key's product set. Sr. Payments Advisors serve as the client's trusted advisor for cash management
Posted 2 days ago
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