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Certified Financial Planner (CFP), Certified Trust & Financial Advisor (CTFA), Certified Public Accountant (CPA) and/or Chartered Financial Analyst (CFA) certification. Certified Financial Planner (CFP), Certified Trust & Financial Advisor (CTFA), Certified Public Accountant (CPA) and/or Chartered Financial Analyst (CFA) certification.
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High level or in-depth computer competencies: MS Excel and Word, Accounting/Portfolio Management Systems (Sungard’s AddVantage, ProFx, Estate Planning Tools, Charitable Financial Planner, etc. The Trust Advisor performs a wide range of complex trust administration functions requiring an extensive knowledge of trusts, estate planning, investments, and tax laws while maintaining a high level of client contact.
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Under the direction of the Deputy Director of Transportation & Site Compliance, assist in the Planning Division’s activities with regard to transportation aspects of development review and land use, zoning reform, comprehensive planning, transportation systems analysis, and the coordination of multi-modal transportation initiatives.
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The Care Management Coordinator works collaboratively with the discharge planner-social worker, the nurse case manager and the interdisciplinary team on the clinical unit for over 60 to 70 % of her role.
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Make recommendations to Social Worker or Discharge Planner regarding special needs to be taken into consideration when planning patients’ aftercare. Qualifications: Candidates are expected to be familiar with standard concepts, practices and procedures specific to occupational therapy and have experience with psychiatric inpatient treatment, mental health/substance abuse and adult and adolescent populations, sensory modulation, and independent living skills evaluation.
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Certifications:Chartered Financial Advisor (CFA)Certified Financial Planner (CFP) Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing solutions to complex tax issues.
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Knowledge of (or at least willingness and aptitude to learn) the technology relevant to our tax practice: CCH Axcess, CCH AnswerConnect, BNA Income Tax Planner, and Sureprep. Knowledge of (or at least willingness and aptitude to learn) the technology relevant to our tax practice: CCH Axcess, CCH AnswerConnect, BNA Income Tax Planner, and Sureprep.
$115,000 a yearFull-timeRemoteExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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In-House lender to 11,000 real estate agents, plus guaranteed leads) We are hiring an experienced mortgage originator to work with our 11,000+ in-house real estate agents and receive at least 100 buyer leads per month.
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VHB is seeking a Senior Environmental Planner to join our Watertown, MA office. Senior Environmental Planner. VHB's overall environmental team provides a wide range of other integrated services such as environmental planning, air quality and noise studies, cultural resource/Section 106 consultation, threatened and endangered species assessments/Section 7, parks and open space/Section 4(f), water conservation and water quality, oil and/or hazardous materials assessments, and community engagement.
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In addition, the Campus Planner will provide vital space planning and programming expertise to support the management of capital projects. As part of a small, passionate team the Campus Planner role will provide technical planning expertise and leadership for a wide range of projects across the University.
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Indirect Senior Buyer II. Title: Buyer II. Do not need event specific experience but more the indirect procurement purchasing rather than supply chain. Manager has shared initial feedback and has requested additional resumes with indirect procurement experience, such as marketing and sales, events, medical communications, digital.
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Arcadis is the world's leading company delivering sustainable design, engineering, and consultancy solutions for natural and built assets.
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You will be responsible for leading market and buyer insights, product messaging and positioning, and creation of content for sales enablement and demand generation activities. Create tools to support the sales cycle such as sales kits and buyer guides, as well as content for demand generation activities such as webinars, infographics, blogs etc.
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Advanced experience with Primavera Project Planner (P6), Microsoft Office suites and. Preparing project plans and monthly progress updates utilizing Primavera Project Planner. Assisting Installation and Commissioning Planner as required in development and.
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Working with us, you will: Meet with clients/users to develop or validate program requirements for lab and high-tech facilities.
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buyer planner jobs Title: buyer in Boston, MA
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