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Responsible for coordination and planning with investment advisor of investment performance to the Board Finance Committee on quarterly basis. The Chief Financial Officer position is accountable for the Financial operations of the company, to include the preparation of periodic financial reports, maintenance of an adequate system of accounting records, and a comprehensive set of controls and budgets designed to mitigate risk, enhance the accuracy of TOSA’s reported financial results, and ensure that reported results comply with generally accepted accounting principles.
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Knowledge of financial planning, investment management, and trust administration services is strongly preferred; 2+ years as a Financial Advisor, Trust Officer, Internal or External Wholesaler, or similar business development role in financial services is preferred but not required.
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The Customer Service Advisor (CSA) often begins as a Pick-n-Pull Greeter and can work their way up through Part Sales, Parts Specialist and eventually a store Sales Lead through positive work ethics and evaluations.
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We are looking for a dedicated Virtual Customer Service Advisor like you to be a part of our team. Do you want to join an organization that invests in you as a Virtual Customer Service Advisor.
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As a Fragrance & Beauty Advisor, you are the ultimate CHANEL brand ambassador. Through multi-year partnerships with financial and technical support, Fondation CHANEL is committed to improving the safety and autonomy of women and adolescent girls around the world, impacting over a million women and girls in its first 10 years.
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Knowledge of Financial Crimes Compliance functions such as OFAC Sanctions, Anti-Money Laundering, KYC, CDD, EDD and/or Financial Fraud Investigations. Experience with financial crimes risks associated with and investigations of Transaction Monitoring/ Screening/ Fraud Operations/ SAR Reporting/Identification and Verification of Customers, KYC, CDD and EDD. End to end understanding of Transaction Monitoring/ Screening/ Fraud Operations/ SAR Reporting/Identification and Verification of Customers, KYC, CDD and EDD. Previous QA experience.
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Clear Channel Outdoor (CCO) Technology is seeking a Senior User Support Advisor to join our End User Success team. As the Senior User Support Advisor, you will be responsible for supporting local and remote staff across the Clear Channel Outdoors locations by resolving technology issues at tier 2 or 3 levels.
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In collaboration with the social worker and/or case manager and/or financial counselor to ensure that patients and/or their families fully understand medical and/or transplant benefits and opportunities for assistance programs.
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Working closely with the UIW Office of Financial Assistance and the SOM Director of Enrollment Services, the SOM Financial Aid Counselor provides tuition, financial aid, and debt management information to prospective and current students for the UIW School of Osteopathic Medicine.
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The Financial Literacy Specialist will seek opportunities and venues for promoting RBFCU's financial education classes. Provide feedback from classes to the Senior Financial Literacy Specialist for continual adjustments to the core curriculum.
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Assist patients with payment arrangements and in co-ordination with the Medicaid Eligibility Staff assists patient with financial applications. As a Financial Counselor , you will be responsible for reviewing the Financial Clearance Worklist daily and visiting in-house patients; collecting estimated patient liability amounts; explaining all financial information, responsibilities and working closely with outside agencies to ensure patient’s financial coverage.
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As a Financial Advisor I , you will work with our clients to help them develop financial plans, provide sound financial advice, and proactively market Frost Banking and Brokerage products and services.
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Responsible for supervising the Investment Services accounting team, and interfacing with the senior management team providing insight and expertise for Broker/Dealer and Registered Investment Advisor operations and financial results.
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Experience with device management software (SCCM, Intune, JAMF) administration and implementation required. Experience with ITSM ticketing systems (ServiceNow, or similar Enterprise Service Desk application) required.
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Wealth Advisory specialization: Must be a Financial Advisor affiliated with Eagle Strategies LLC, A Registered Investment Adviser and a New York Life company. Enhance your wealth planning practice by becoming a Financial Advisor with our investment advisory affiliate Eagle Strategies LLC, a Registered Investment Adviser.
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Title: financial advisor Company: Lincoln Savings Bank in San Antonio, TX
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