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Crafting Brighter Futures for Families At the forefront of specialized financial services, Globe Life helps families safeguard their assets and promises a profound purpose: ensuring a brighter future for every client.
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A minimum 3+ years of relevant Compliance experience, preferably at an asset management, or experience with financial services or audit experience AML/KYC related experience Knowledge of the federal securities laws, including the Investment Advisers Act of 1940 and the Investment Company Act of 1940 and ERISA. Experience in regulatory filings, such as SEC and NFA. The ability to demonstrate strong analytical and problem-solving skills and possess excellent attention to detail.
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Analyze and determine tasks needed to complete stewardship projects and determine impact to other business areas such as Investor Services, Intermediary Compensation, Financial Planning & Analysis, Internal Sales, Sales and Investor Services Risk Management, Product Management, and others.
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Business Title: Tax Associate, Business Tax Services | Multiple Locations Fall 2024. KPMG is currently seeking a Tax Associate for our Business Tax Services practice. Must be pursuing and have obtained by the start date or have completed the following degrees/majors in the past 12 months; Bachelors and/or Masters degree in business, accounting, finance, taxation, mathematics, economics, information technology, data and analytics, engineering (financial, industrial or systems) or related fields from an accredited college or university.
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You’ll provide advice covering solvency, economic capital, risk management, mergers and acquisitions, company restructuring and risk control, financial modelling, underwriting, new legislation, and the efficiency of claims or reporting processes.
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At RSM, our deep industry experience and focus, as well as our competitive advantage through our cutting edge technology and innovation, defines our commitment to quality, making RSM a First Choice Advisor to our clients serving the financial services, technology, life sciences, and manufacturing industries.
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Holistic wellness program providing no cost access to a variety of financial, physical and mental wellness experts. EAP with access to work/life wellness support including no cost unlimited telephonic counseling services.
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Job Duties:A Private Client Services (PCS) Senior Associate is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients.
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Innovative associate health and wellbeing department (Headspace app subscriptions, Vault financial wellness tool, and access to additional mental health resources) Health/dental/vision insurance, infertility benefits, gender affirmation services.
$100,000 - $200,000ExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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Financial benefits include Health Savings Account (HSA), Flexible Spending Accounts (FSAs), 401(k) plan, Employee Stock Purchase Plan (ESPP), basic life and AD&D insurance, and short-term disability insurance.
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Maintains working knowledge of funder-specific regulations and requirements for funders including, but not limited to: National Science Foundation, United States Fish and Wildlife Services, National Endowment for the Arts, National Endowment for the Humanities, Allegheny Regional Asset District, Redevelopment Assistance Capital Program, National Air and Space Administration, Pennsylvania Department of Community and Economic Development, among others; monitors changes in policy.
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Raymond James & Associates, Inc., member / , and Raymond James Financial Services, Inc., member / , are subsidiaries of Raymond James Financial, Inc. New York Stock Exchange SIPC FINRA SIPC.
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We are seeking a motivated, detail-oriented Client Service Associate to support daily administrative operations of the personal financial planning practice of Allegheny Financial Group.
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The Senior Wire Operations Associate will deliver high quality customer service and perform daily processing of financial transactions in a fast paced, time sensitive operations environment.
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Experience in the financial services sector, including retirement services, asset & wealth management, and/or trust & custody solutions is a plus. The Senior Associate should expect to split their time between driving forward FP&A objectives and corporate development projects (M&A) as needed.
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financial services associate jobs in Pittsburgh, PA
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