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Audit student financial aid records, financial aid eligibilities, grade levels, enrollment records, loan requirements, and verification completions to determine the students eligibility in receiving early refunds.
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Our Finance Department at the Eastern Territorial Headquarters (THQ) in West Nyack, NY has an opening for a Budget and Financial Analyst. Assist THQ departments with processing credit card transactions via onlineEvalon/Converge Virtual Terminal Merchant system and the proper General Ledger recording of this activity,based on reconciliation of Elavon Merchant account batch report detail and the JP Morgan Chase daily activity report (IE: NY Staff Band, THQ Conference Center, Territorial OTHERS Program, Student Loans, Overseas ChildSponsorship Program.
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Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader.
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We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. Job Description: Financial Consultant.
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At the forefront of specialized financial services, Globe Life American Income Division Hart Organization helps families safeguard their assets and promises a profound purpose: ensuring a brighter future for every client.
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We welcome those with experience in jobs such as Bookkeeper, Financial Analyst, and Accounts Receivable Clerk and others in the Accounting and Finance to apply. We assist companies and non-profit organizations in delivering benefits to their employees.
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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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Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.
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Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. As a Financial Consultant at Schwab, you will beprocured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice.
$65,000 - $100,000 a yearExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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2 Ranking for Northwestern Mutual Investment Services, LLC based on total 2022 AUM. Sources: Financial Advisor magazine, April 2023. We lead with unmatched financial strength and access to the best products and services for our clients.
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Connect clients to solutions that are in their best interest, such as core Banking, Investment & Life Priority™ solutions, through Bank of America and Merrill to meet their financial needs. Starting at a Merrill branch, you’ll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients.
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Ability to specialize in numerous areas from being a Certified Financial Planner, to a junior or senior partner in a firm model, to employee and executive benefits and other specialized areas of focus.
$125,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Completes collections of patient financial responsibility, and refer self pay patients to appropriate financial service when needed. This includes collection of demographic, financial, insurance information, and financial screening of patients prior to services being rendered.
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We believe that financial peace of mind forms the fabric of strong families and even stronger communities. As a Financial Services Professional, you will work directly with real people pursuing real dreams and facing real challenges as they prepare for long-term financial freedom.
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Work requires a High School diploma or equivalent and up to one year of basic technical training in medical office practice plus 3 to 6 months of on the job training and orientation. Responsible for following established policies and procedures, and various activities related to the patient registration process.
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Title: financial Company: The Mason Group Strategic Search Partners in Waldwick, NJ
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