center environment Proficient at resolving inquiries and transactions from Financial Reps and clients on basic.... Serves as a trusted advocate for our Financial Representatives and partners with them to meet the needs of our clients...
licensee lists as needed Have a working knowledge of financial pivots and be able to run them for the team Take the lead..., and strong follow-through Able to prioritize multiple tasks and assignments Creative-minded and strong problem-solving ability Proven...
guidance to clients and Registered Financial Representatives. Operating within Northwestern Mutual, Northwestern Mutual.... Primary Duties & Responsibilities Client Advice & Portfolio Guidance Determine customer financial needs, risk tolerance...
. Your primary focus will be to directly engage with customer executive teams, helping to articulate the strategic and financial... Financial Services market - particularly Banking, Wealth & Asset Management, or Insurance Expertise in building and presenting...
Paid parental leave 4 week paid sabbatical after every 5 years of service Financial Adoption Assistance and Medical... Cigna’s Well-Being Award for having a best-in-class health and wellness program Dynamic, creative and values-driven...
for analyzing financial information and preparing financial reports to determine or maintain record of assets, liabilities, profit... and loss, tax liability, or other financial activities within an organization. Additional responsibilities of the Interim Tax...
working with small businesses. Licensed CPA or EA. Strong background in preparing tax returns and compiling financial... statements. Familiarity with payroll taxes and filings. Proficient in QuickBooks and MS Office. Experience with Creative...
working with small businesses. Licensed CPA or EA. Strong background in preparing tax returns and compiling financial... statements. Familiarity with payroll taxes and filings. Proficient in QuickBooks and MS Office. Experience with Creative...
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through..., emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve...
. Strong background in preparing tax returns and compiling financial statements. Familiarity with payroll taxes and filings. Proficient... in QuickBooks and MS Office. Experience with Creative Solutions Software (UltraTax, ACS, Fixed Assets, Practice) is a huge...