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Provides information and makes recommendations to the Chief Investment Officer (CIO), Investment Committee and Research Group of West Financial Services (WFS) on advisory service products and investment selection.
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Our client, a highly respected fee-only portfolio management and fiduciary firm with over $200 billion in assets under management, is looking for qualified financial professionals to join their firm as a Regional Vice President of Sales.
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Handles and completes work orders from client families as it pertains to individual grave and marker maintenance. Ability to communicate effectively with fellow associates, contractor personnel and client families Ability to lift heavy objects up to 30 lbs.
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Experience in Big 4/public accounting performing audits and related services for a diverse client base, and at least 7-8+ years of transaction services / due diligence experience.
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West Financial Services (WFS) is currently recruiting for a WM Equity Analyst. Since our inception in 1982, we have provided financial services on a fee-only basis, acting as a fiduciary for our clients.
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From thematic investment management to estate and financial planning, we show our commitment to inventive thinking and client service. Prior experience with performance reporting systems, accounting systems and analytic systems are a plus (FirstRate, FactSet PA, FactSet SPAR, Investedge, FIS Global Plus, Advent Axys, Bloomberg.
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The ideal candidate is a critical thinker and an active listener, exercises good judgment, has excellent written and oral communication and organizational skills, and serves as a collaborative team member; familiarity with and experience in the financial services industry and regulatory environment as well as conducting internal investigations is valued.
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Works with leadership and appropriate owners within the revenue cycle to develop and monitor corporate policies and performance metrics related to all aspects of the revenue cycle, including Patient Access, Patient Financial Services, Health Information Management, and Charge Description Master to create a state of the art, highly reliable revenue cycle.
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This position will support the Agency IT Financial group building PowerApps solutions to help them manage contracts, licensing and hardware solutions for client. Required 3 Years Experience with MS Power Platform / Power Apps Model-driven/Canvas, Power Automate/Logic Apps, Power Virtual Agents and Power BI Required 3 Years Experience with Azure platform (Azure functions, Queue, Service Bus, Azure DevOps.
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A “tech guru”: As a fully remote company, strong computer skills, as well as strong financial analytical skills, are important to our success. Our commitment to excellence and client success has earned us independent recognition as one of the top online bookkeeping solutions by publications such as NerdWallet, Forbes, and Entrepreneur Magazine.
$60,000 - $65,000 a yearFull-timeRemoteExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Minimum of 10 years of financial investigations or forensic accounting experience, including at least 5 years in a top tier management consulting firm, public accounting firm, audit firm, or investigations consulting firm.
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This SRE technology leader will be responsible for managing the cloud infrastructure of our critical platform and the underlying ecosystem of services like feature management, edge infrastructure, CI/CD pipelines, and all associated components in AWS for one of the largest and most digitally advanced financial institutions serving millions of customers across multiple lines of businesses.
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The successful candidate will be expected to manage or co-manage multiple projects, prepare analysis and presentation materials, and contribute actively to client strategy meetings with relevant government affairs, legal, financial, and/or operations client teams.
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You'll bring solid experience in emerging and traditional technologies such as: AWS, Java, Python, New Relic, Splunk, Datadog, Swift, Kotlin to name a few. At least 3 years of experience with Site Reliability Engineering (SRE.
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Occupational Therapist (OT); or Physical Therapist/Physical Therapy Assistant (PT, PTA)Knowledge of and experience with Durable Medical Equipment (DME) is required. POSITION SUMMARY:The Care Services Equipment Manager will be responsible for managing all aspects associated with the National Equipment Program including durable medical equipment (DME) services.
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no experience financial services client jobs Company: Revolut in Bethesda, MD
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