utilizing a computer OxfordFinancialGroup, Ltd. is an E-Verify employer....The Managing Director provides financial services to ultra-high-net-worth (UHNW) individuals and families, including...
in project management in the wealth management or financial services industry, with a focus on data-related projects..., with a strategic mindset and the ability to prioritize competing demands in a fast-paced environment Knowledge of financial industry...
to Oxford guests and associates by answering and directing phone calls, greeting and assisting guests and assisting... with catering meetings. Promotes positive professional image for Oxford. Duties & Responsibilities: Plans meetings Initiates...
, financial models, planning materials, and technical assessments to support high-net-worth client objectives. This role serves... to identify opportunities and support client objectives. Build financial models and impact analyses using NaviPlan, Microsoft...
Compiles monthly financial packets and ensures all ledger activity is documented External reporting Prepares and posts...
observations and recommendations, and interpreting complex estate planning documents and financial information. Additionally, the... documents, financial statements and tax returns with strong attention to detail. Must have demonstrated excellence in written...
observations and recommendations, and interpreting complex estate planning documents and financial information. Additionally, the... documents, financial statements and tax returns with strong attention to detail. Must have demonstrated excellence in written...
observations and recommendations, and interpreting complex estate planning documents and financial information. Additionally, the... documents, financial statements and tax returns with strong attention to detail. Must have demonstrated excellence in written...
within Worcester, Auburn, Oxford, MA and surrounding areas, you will have the flexibility to telecommute* as you take on some tough... Identify and initiate referrals for social service programs, including financial, psychosocial, community and state supportive...
within Worcester, Auburn, Oxford, MA and surrounding areas, you will have the flexibility to telecommute* as you take on some tough... Identify and initiate referrals for social service programs, including financial, psychosocial, community and state supportive...