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Build - Develop a client base by growing relationships with your network, establish and maintain strong customer relationships, offering guidance, and providing solutions to help families obtain financial freedom.
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Position will provide financial oversight of the Market Performance Partnership (MPP) contracts including financial implementation, base cost and fee reconciliation, billing reconciliation, proforma analysis/reporting, contract change control support, and work closely with Account Client Executives and Operations teams on expense efficiency initiatives or growth opportunities.
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As Vice President, you will also be focused on the client experience, consistently delivering tailored solutions by leveraging the JLL platform across business lines. As Vice President, you will contribute to building progressive strategies through financial acumen and desire to drive results as a team.
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In addition to our core benefits package, Accredited also offers enhanced benefits including pet insurance; adoption and fertility assistance; financial support for professional development and certifications; personal financial and investment planning services; charitable match; a marketplace-leading time-off allowance, including paid parental and grandparental leave and paid volunteer time; and firm-wide profit sharing.
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Our client Bearpath Golf and Country Club located in Eden Prairie, MN, has a career opportunity for a highly motivated, hands-on Senior Accountant. This position will work closely with the Controller and perform day-to-day activities relevant to the accounting processes of a golf and country club, including: preparation of financial reports; processing of A/P, A/R and month-end procedures; oversight of event and membership billing and fees; and general business operation responsibilities.
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We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER (CFP) Professional and Chartered Financial Consultant (ChFC). Our entry level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge, market development, role play and access to a full suite of remote-work technologysolutions.
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NFP provides solutions enabling client success through the expertise of over 7,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions.
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Collaborates effectively with Growth Support leaders, team members, other ESS subfunctions, and other internal Firm Client Service (FCS) teams to ensure business needs are met. We support and inspire you to prioritize your wellbeing by delivering personalized, holistic programming for your physical, emotional, financial and community wellbeing.
$42,800 - $73,600 a yearFull-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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Our client, a rapidly growing non-profit organization is seeking an experienced Revenue Integrity Analyst! Prepare summary materials and presentations for meetingsReview and analyze financial reportsSupport Director of Finance during monthly account close, including creating reports and data analysisProject managementBudgeting and forecastingAssist in supporting the business needsAd-hoc analysisPresenting to upper management.
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Analyzes FMLA and other paid leave claims to determine eligibility, certification, payment calculations, payments and/or adjustments in compliance with client paid leave plans, policies, and state and federal regulations.
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This can include accounting for income taxes, accounting methods and periods, corporate taxation, federal credits and incentives, individual taxation, mergers and acquisitions, pass-through entity taxation, private client services, and not for profit organizations.
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Process various in-branch financial transactions including cashing checks, accepting deposits and loan payments, negotiable instrument sales, savings bond redemptions, change orders and foreign currency in a timely manner.
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Job Description: An outstanding candidate is needed to support Production Operations and enhancement work in multiple Financial Systems applications with work focusing in the General Ledger, Asset Management, Accounts Payable and Purchasing functions.
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With Equitable founded in 1859, Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions and commitments to our clients.
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Serve as Senior Wealth Advisor to your clients seeking financial advice or planning needs. We are seeking a Senior Wealth Advisor who will be a highly motivated and achievement-driven individual wanting the opportunity to grow new client relationships.
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client financial jobs in Edina, MN
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