Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications a

WilmerHale is a leading, full service international law firm with 1,000 lawyers located throughout 13 offices in the United States, Europe and Asia. Our lawyers work at the intersection of government, technology, and business and we have a steadfast commitment to quality and excellence in everything we do a commitment reflected in the continued success of our clients acro

Preparation and review of financial schedules and presentations for meetings with client base, including Statement of Net Worth, Investment Asset Allocation, Stock Award, and other performance related schedules. Involvement in quarterly income tax projection work, annual tax return review and liaison with clients' tax preparers. Ownership and responsibility for client com

About Pinterest Millions of people across the world come to Pinterest to find new ideas every day. It's where they get inspiration, dream about new possibilities and plan for what matters most. Our mission is to help those people find their inspiration and create a life they love.In your role, you'll be challenged to take on work that upholds this mission and pushes Pinte

1. Interviewing/Demographic Information Obtains and accurately records all patient demographic fields within the patient's Electronic Medical Record (EMR) for both clinical and financial use. Adheres to the Patient Identity/Red Flag procedures when preforming the arrival and interview processes. For additional patient identity security measures, obtains a digital photo im

Tax Director Real Estate At EisnerAmper, we look for individuals who welcome new ideas , encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one of a kind. You can design a career you'll love from top to bottom we give you the tools you need to

Financial Advisor Job Locations US NJ Succasunna Requisition ID 2024 20229 Location Name Roxbury County Morris Category Investment Services Position Type (Portal Searching) Full Time FLSA Status Exempt Value Proposition Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we

Manage and oversee the forecasting, and long range financial planning processes Develop and maintain complex financial models to support decision making across the organization Analyze financial data to identify trends, risks, and opportunities for growth Collaborate with cross functional teams to ensure alignment of financial plans with strategic objectives Drive improve

Provide ongoing support related to compliance advisory coverage and monitoring of various banking activities for compliance with key regulations issued by City National Bank's ("CNB"), primary U.S. based prudential regulators ("Prudential Regulations"), including Regulations W, O and regulations related to investments across multiple lines of businesses across the bank. P

The Director, Artificial Intelligence/Machine Learning is a core member of a newly formed and highly visible team, key to NYSE’s long term strategy to better analyze market microstructure data in order to understand market behavior in a more meaningful way and provide customers with Value added data sets. Initially, the team will be small with a vision to grow into

At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one of a kind. You can design a career you'll love from top to bottom we give you the tools you need to succeed and the autonomy t

At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one of a kind. You can design a career you'll love from top to bottom we give you the tools you need to succeed and the autonomy t

Tax Director Financial Services (Asset Management) At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one of a kind. You can design a career you'll love from top to bottom we give y

Provide advisory coverage and conduct ongoing monitoring of various banking activities for compliance with key regulations issued by City National Bank's ("CNB"), primary U.S. based prudential regulators ("Prudential Regulations"), including Regulations W, O and regulations related to investments across multiple lines of businesses across the bank. Provide support of such

Altice USA is a cutting edge communications, media, and tech company. We connect people to what matters most to them; texting with friends, advertising that resonates, or binge watching their favorite show. Our differentiated approach centers around technologies that push the envelope and deliver the ultimate customer experience. We're building a workforce that attracts a