- Lincoln Financial Group (Tallahassee, FL)
- …across the enterprise to facilitate the accurate and timely completion of the investment accounting process for his/her assigned area(s) of responsibility. * ... or improve quality for their assigned area(s) of responsibility. * Maintains investment accounting 's internal control system to ensure SOX compliance. Recommends… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …to assist with issues concerning various broker-dealer trades and investment products. + Collaborates with cross-functional teams, including portfolio managers, ... relevant to fee management in a wealth management context. + Basic accounting concepts, practices, and procedures, particularly those related to fee calculations and… more
- KPMG (Fort Lauderdale, FL)
- **Business Title:** Manager / Senior Manager, Compliance & Reporting Specialist **Requisition Number:** 113212 - 22 **Function:** Tax Services **Area of Interest:** ... important than investing in our culture because it's an investment in our people, our future, and what we...Qualifications: + Minimum five years of recent tax or accounting experience with strong interest in process and technology… more
- HUB International (Fort Lauderdale, FL)
- …array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees ... and Employee Voices Groups **SUMMARY:** The Bilingual 401(k) Employee Education Specialist is responsible for providing dedicated on-site, virtual and field support… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …implements and maintains data management systems, as required. * Act as closing specialist for succession cases, such as setting up split FA numbers, moving ... and analyzing data, including but not limited to, management reports, accounting statements, and payroll information. * Reviewing and understanding contracts,… more
- SitusAMC (Tallahassee, FL)
- …to verify appropriate use of business funds. + Work directly with accounting firms on tape tie out and data discrepancies within origination documentation ... assigned by your manager Qualifications/ Requirements: + Bachelor's degree ( Accounting , Finance, Real Estate, Business) and relevant internship experience strongly… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …regarding qualified and nonqualified retirement plans, as well as, institutional investment consulting issues which may include plan design review, investment ... updates, plan reviews , proposal management, product analysis, asset allocation analysis, investment & investment manager and vendor selection. Leads defined… more
- Truist (Fort Myers, FL)
- …financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation ... and policies. 3. Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent… more
- Truist (Ormond Beach, FL)
- …financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation ... and policies. 3. Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent… more
- MyFlorida (Tallahassee, FL)
- …unions, trust companies, loan originators, mortgage lenders, securities dealers, investment advisors, consumer collection agencies and money transmitters throughout ... institutions, financial services companies, insurance companies, securities dealers or investment advisers, mortgage brokers or lenders, or money services businesses… more