... a senior advisor, or providing you with tools to track your goals, results, and business practices, Mutual of Omaha is committed to your success. A complete line of insurance and financial services products. These include Life, Disability Income, Long-Term Care insurance and annuities. Financial advisors appointed with our broker dealer offer 401(k), mutual funds, retirement plans and other variable products, Securities and Advisory services offered through Mutual of Omaha Investor Services Inc. Member FINRA/SIPC. Strong company ratings. Insurance-rating and information agencies A.M. Best, Standard & Poors and Moodys all agree we are one of the ...
... a senior advisor, or providing you with tools to track your goals, results, and business practices, Mutual of Omaha is committed to your success. A complete line of insurance and financial services products. These include Life, Disability Income, Long-Term Care insurance and annuities. Financial advisors appointed with our broker dealer offer 401(k), mutual funds, retirement plans and other variable products, Securities and Advisory services offered through Mutual of Omaha Investor Services Inc. Member FINRA/SIPC. Strong company ratings. Insurance-rating and information agencies A.M. Best, Standard & Poors and Moodys all agree we are one of the ...
... COO - Daily performance reporting - Ad-hoc Internal & LP Reporting - Dashboard & KPI Executive reporting - YE Audit coordination - Regulatory reporting Coordinate with executing Brokers and Administrator to rectify and resolve trade discrepancies Collaborate with counterparties to ensure timely settlement of trades Monitor foreign currency exposures and target FX trades for trading team; analyze broker financing calculations including debit/credit balance and short rebate charges Profile An experienced Operations Analyst at fixed income hedge fund or CLO manager 5-7 years experience in operations Experience of system and process enhancement
... activities with agents. Researching the impact of new accounting proposals by FASB/PCAOB on the registered broker dealer's regulatory and financial reporting requirements. Perform analytics on data to be ... annual audited financial statement and the semi-annual unaudited financial statement for the US-registered broker-dealer in accordance with US GAAP Governance and Oversight of all US Prime Brokerage activities between WMC ... Exchange Group (CME), National Futures Association (NFA), Securities Exchange Commission (SEC), Commodities Futures Trade Commission (CFTC), Securities Investors Protection Corporation (SIPC), Financial Accounting ...
The Administrative Assistant provides administrative support to the financial advisors and office manager. The Administrative Assistant represents Park View Financial Advisors professionally to all clients, members and prospects, our broker dealer ProEquities, Advisors Financial Group (AFG), and all fund company partners, ensuring a high standard of quality service. Administrative details are handled in a timely and efficient manner with a high level of integrity and confidentiality. Established policies, procedures and regulatory guidelines are followed. * Bachelors degree, preferably in a business-related field * Strong work tenure minimum of 3-5 ...
... maintain change of status, process separations and Terminations. * Process various earnings, deductions and taxes; disability, garnishments, 401k deductions, state, federal and local taxes. * Maintain benefits, including health, dental/vision, disability, vacation, sick and 401K. * Work closely with our health insurance broker, with annual open health insurance enrollment process for all Team Members. * Administer the organizations retirement plan (401K) working with ADP. * Work closely and coordinate with Team Member Experience Department Consultant, on organization's leave of absence program, EDD unemployment, EDD Disability, etc. * ...
... amount of inventory available to execute day-to-day functions. Establish expectations and protocols for contracted agencies and SummitStone staff embedded throughout the community. Works closely with internal and external compliance stakeholders. Coordinate facilities-related communication regarding incidents with insurance broker. Knowledge of diversity and inclusion with the relevant ability to engage, communicate, interact, and work effectively and cooperatively with people of different backgrounds, identities, and culturally diverse communities. Perform other job duties as assigned. Required: Associates degree in architecture, hospitality, ...
... HRMS, North America Payroll, Finance Integration, PSFT administration, Peoplecode, application package, BI Publisher, Component Interface, SQR, SQL, Integration broker, Peopletools, Application Engine, PS Query, Integrations with 3rd Party RESPONSIBILITIES: Item Responsibilities and Accountabilities 1 Defines and manages scoping ... America Payroll, Finance Integration, PSFT administration, Peoplecode, application package, BI Publisher, Component Interface, SQR, SQL,Integration broker, peopletools, Application Engine, PS Query, Integrations with 3rd Party EDUCATION AND EXPERIENCE: Qualifications: · Education: Bachelors Degree · Experience: At least 3 years ...
ADP is hiring a H&B Broker Channel Sales Representative. Are you ready to control your financial future with unlimited upside earnings potential? Do you want a lasting career with a company that offers autonomy to run a book of business, flexibility to make your own schedule, and gives you work-life balance? Are you looking for ... Ready to #MakeYourMark? Apply now! To learn more about Sales at ADP, visit (url removed) What you'll do: Responsibilities As a Major Accounts Sales H&B Broker District Manager, you will identify and cultivate new business opportunities by driving strategic HCM initiatives within organizations containing 50-999 employees. ...
... work with Ceded Reinsurance to effect recoveries. Broker and Client Relations and Thought Leadership Promote Beazleys brand of excellence to proactively develop and manage strong relationships with key brokers and clients. Provide leadership of European claims input into broker relations strategic initiatives. Coordinate closely ... material relationship issues involving our brokers. In coordination with the Heads of, CSST and CTLs, to set and oversee strategy for enhancing key client and broker relationships within Europe through relevant, timely thought leadership, and general marketing activities. As needed, participate regularly in key client ...
... work with Ceded Reinsurance to effect recoveries. Broker and Client Relations and Thought Leadership Promote Beazleys brand of excellence to proactively develop and manage strong relationships with key brokers and clients. Provide leadership of European claims input into broker relations strategic initiatives. Coordinate closely ... material relationship issues involving our brokers. In coordination with the Heads of, CSST and CTLs, to set and oversee strategy for enhancing key client and broker relationships within Europe through relevant, timely thought leadership, and general marketing activities. As needed, participate regularly in key client ...
... work with Ceded Reinsurance to effect recoveries. Broker and Client Relations and Thought Leadership Promote Beazleys brand of excellence to proactively develop and manage strong relationships with key brokers and clients. Provide leadership of European claims input into broker relations strategic initiatives. Coordinate closely ... material relationship issues involving our brokers. In coordination with the Heads of, CSST and CTLs, to set and oversee strategy for enhancing key client and broker relationships within Europe through relevant, timely thought leadership, and general marketing activities. As needed, participate regularly in key client ...
... work with Ceded Reinsurance to effect recoveries. Broker and Client Relations and Thought Leadership Promote Beazleys brand of excellence to proactively develop and manage strong relationships with key brokers and clients. Provide leadership of European claims input into broker relations strategic initiatives. Coordinate closely ... material relationship issues involving our brokers. In coordination with the Heads of, CSST and CTLs, to set and oversee strategy for enhancing key client and broker relationships within Europe through relevant, timely thought leadership, and general marketing activities. As needed, participate regularly in key client ...
... tasks and responsibilities and be flexible. Support the development of colleagues - train and mentor others effectively. Proficiency with MS Office (Word and Excel in particular). Willingness to travel within the U.S. and internationally. Education: Bachelors degree or equivalent years of industry experience. Insurance Broker license must be obtained within 90 days of hire, if the candidate does not currently have one. How we support our colleagues In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can ...
... Executive/Broker II Are you passionate about construction and want to join a dynamic cultured, growing division of Aon? Aon is seeking a Surety Account Executive/Broker II specializing in construction, which is a ... performance is measured. Receives requests from clients, prepares placement memorandums that requires the broker to describe the background and organization of a company, complete an outline of the risk analysis of the ... team and with Aons Construction and Infrastructure group to align strategies. From a sales perspective, the broker serves as point of contact for other Aon colleagues to assist in advising their clients regarding surety ...
Your purpose: Responsible for developing and expanding relationships with broker dealers for the companys investment product selling group and achieving sales goals through a systematic process of outbound sales calls, product presentation, introducing offerings, and supporting clients. Your responsibilities: * Assess leads and ... as a liaison with Customer service to help with resolution of operation items. * Contribute directly to educating and motivating Financial Advisors of FINRA broker-dealers. Who we are: We are a powerful, 35-year-old brand that relies on biblical principles to achieve good success. We strive for excellence in all that we ...
Summary: Buyer 1 is responsible for the review and execution of sourcing requirements generated by weekly MRP material requirements and to report status to key Customer Focus Team (CFT) members. Essential Duties and Responsibilities: * Responsible for end-to-end management of assigned commodities. * Run, execute, manage and status the MRP Action Report Form (MAR) in APEX, while being the liaison for materials project manager customer interface. * Responsible to advise the Purchase Price Variance (PPV) based on material availability to the program manager. * As part of the E&O mitigation process, work with supplier & program manager for ...
... II in New York, NY Are you passionate about construction and want to join a dynamic cultured, growing division of Aon? Aon is seeking a Surety Account Executive/Broker II which is a growing team here at Aon. ... performance is measured. Receives requests from clients, prepares placement memorandums that requires the broker to describe the background and organization of a company, complete an outline of the risk analysis of the ... team and with Aons Construction and Infrastructure group to align strategies. From a sales perspective, the broker serves as point of contact for other Aon colleagues to assist in advising their clients regarding surety ...
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