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Partner and influence affiliate CPAs to provide client leads for Investment Management, Life Insurance, Long-term Care Insurance, and other insurance as needed, and in Broker/Dealer business, including Retirement Plans, Annuities, etc.
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We power neo-banks, broker-dealers, and payment groups to offer digital asset trading and custody, crypto-backed rewards and round-ups programs as well as yield through staking and DeFi and NFTs.
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Provides basic technical expertise and administrative support for Broker team to facilitate the process of market placement, client service, and account processing. May assist the broker in preparing documents to market renewal business.
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Serves as a partner to Broker providing superior support regarding all policies and key accounts. Technical Assistant experience or three years of general insurance experience. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.
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The Assistant General Counsel will handle a wide-array of legal issues and regulatory inquiries of Group Retirement’s dually registered broker-dealer and registered investment adviser (the “Firm.
$200,000 - $260,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Process binders, invoices, and tax filings forwarding the binder and invoice to the agent. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
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Berkshire Hathaway Specialty Insurance (BHSI) has an exciting opportunity for an Assistant Vice President (AVP) / Vice President production underwriting position for Builder’s Risk insurance located in either New York, Atlanta, Chicago, Houston.
$150,000 - $230,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Our largest subsidiary, Jefferies LLC, a U.S. broker-dealer, was founded in the U.S. in 1962 and our first international operating subsidiary, Jefferies International Limited, a U.K. broker-dealer, was established in the U.K. in 1986.
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Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.
$20 - $27 an hourFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Provides necessary administrative support to the broker team. Experience in retail agency/brokerage or insurance company environment preferred. Basic understanding of wholesale insurance coverages, forms and processes preferred.
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Assist the Associate Broker (AB), Broker or Practice Group Leader in meeting the day-to-day technical and clerical needs of the department. · Work closely with AB Team Lead and assigned Broker(s) in identifying other projects where skills, experience and knowledge can be utilized.
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The firm has perfected a powerful property marketing system that integrates broker specialization by property type and market area; the industry's most comprehensive investment research; a long-standing culture of information sharing; relationships with the largest pool of qualified investors; and state-of-the-art technology that matches buyers and sellers.
Full-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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Duties:Support AP/AR Specialist: Attaching support for transactions in our accounting systemMatching credit card receiptsTracking approvals on invoices and attaching that approval to the invoices Support Administrative Assistant: Pulling bank and broker statements and filing themProviding phone coverage as neededAssist with general administrative support (filling fridges, adding paper and toner, ordering lunches, etc.
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Position Summary:Provides basic technical expertise and administrative support for Broker team to facilitate the process of market placement, client service, and account processing. Position Summary:Provides basic technical expertise and administrative support for Broker team to facilitate the process of market placement, client service, and account processing.
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Clear submissions in the underwriting system and manage other related functions including logging declinations and processing broker change requests. Manage the accounts receivable mailbox and file or forward correspondence as necessary.
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broker assistant jobs in Houston, TX
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