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The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial Planners®, create the Citizens Private Client team.
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BASIC REQUIREMENT: A Certificate as a Certified Public Accountant (CPA) or a bachelor's or higher degree in accounting that included at least 30 semester hours in accounting or 24 semester hours in accounting and an additional 6 semester hours in related subjects such as business law, economics, statistical/quantitative methods, computerized accounting or financial systems, financial management, or finance.
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Business practices, and financial institutions (e.g. casinos, money transmitters, credit unions, and check cashers) to assess the adequacy of anti-money laundering programs (AML). Conducts independent examinations, reviews, and related financial investigations of the most sensitive, complex or high profile cases encompassing all types of financial institutions (FIs) and non-financial trades or businesses (NFTBs) to assure their compliance with statutory and regulatory requirements of Title 31 Bank Secrecy Act (BSA), and Form 8300 filing.
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Develop and maintain current financial models to support each value-based care contract. (Financial Analyst, data analyst, or payer contracting) This includes understanding each contract, levers for financial performance, settlements and confidence in the data that supports analysis and forecasts.
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What We Offer: · Clinical Advancement Program which provides advancement opportunities and financial rewards · Competitive salaries & benefits· Paid certification and educational opportunities, including BLS, ACLS, CPI, ECCO CCRN review courses.
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Family Engagement Support parent engagement and school readiness goals and activities to foster strong home-school connections as assigned by Education Supervisor/Case Management Supervisor. Provide coverage to intake at the discretion of the Education Supervisor/Case Management Supervisor.
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The duties require the astute knowledge and experience in working on Security platforms such as Charles Schwab, as well as on wealth management platforms such as Black Diamond and/or Orion, Salesforce (CRM), eMoney (or simply financial planning tool) and paperless automation, such as DocuSign, SharePoint, and ShareFile.
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Formerly known as the Department of Housing and Community Development (DHCD), EOHLC works with municipalities, local housing authorities, non-profit organizations, and development partners to provide affordable housing options, financial assistance, and other support to Massachusetts communities.
$65,974.48 - $89,633.44 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Knowledge of information security toolset implementation including anti-virus, Vulnerability Assessment, HIDS/ NIDS, host-based or endpoint security solutions, Multi Factor Authentication (MFA), and Security Incident and Event Management (SIEM) and centralized auditing tools.
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Communicate with on-call and management staff any concerns or issues that arise related to the care of individuals, staffing concerns, or general needs of the program in the absence of an on-site manager.
$22.53 - $23.13 an hourFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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For FT roles: Benefits: Health, Dental and Vision insurance, 401(k) savings plan, 401(k) matching, and paid time off (vacation days, sick days, and 12 holidays)job expires 9/5/2024 About the Venue The Venue Management division of Oak View Group has an exciting opening for an Event Manager on the campus of UMass Lowell (UML) for the Tsongas Center, a 7,000 seat multi-purpose arena.
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5+ years-experience, with risk management and risk control techniques related to property, casualty, product liability and workers' compensation exposures, and renewing and placing Global corporate-wide property, casualty, workers' compensation, and overall insurance portfolio or related experience; product liability claims handling process, management of third party administrator for claims handling, and assessing (Risk Management Program.
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Both engineering and design teams work closely together, while offering full construction management and field services to the natural gas industry. Under the general direction and supervision of the CAD Manager, the Civil CAD designer performs CAD drafting and design duties to support the fabrication, manufacturing and installation of natural gas metering and pressure regulating stations and liquefied natural gas (LNG) and compressed natural gas (CNG) handling facilities.
$75,000 - $90,000 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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The Housing Support Case Manager will be responsible for case management for at risk and homeless youth between the ages of 16-24. Excellent crisis management skills. Minimum of one year assessment, advocacy and case management work in a Human Service field required.
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The Deputy Director, International Trade Compliance will support the Director of International Trade Compliance in the management and implementation the Electronic Systems (ES) export/import compliance program.
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wealth management financial advisor jobs Title: specialist Company: F M Trust in Dracut, MA
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