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San Diego, CA
... Tools ● Microsoft Excel (VLOOKUPs, Pivot Tables, Macros) ● SQL (basic) ● Tableau (basic) Financial Platforms ● BETA ● IntelliSTOR ● DTC ● DST Vision ● Advisor Central ● Vanguard ● Siebel Collaboration Tools ● Microsoft Office Suite ● SharePoint ● ...
- Jun 19
Edmonton, AB, Canada
... AB Dear Hiring Committee, I am writing to express my interest in the Virtual Business Advisor position with Scotiabank in Edmonton. With a background in financial documentation, administrative coordination, and client-focused service, I bring a ...
- Jun 19
Hollywood, FL
... and promote financial products and services effectively. • Licensed Florida Real Estate agent and Mortgage Loan Originator in 19 states. • Fluent in English and Spanish EXPERIENCE Freedom Mortgage, Boca Raton, FL — Senior Loan Advisor August 2024 ...
- Jun 19
Vancouver, WA
... • Supported productive business operations through financial and operations analysis. Instrumental in streamlining workflow ... Seattle City Lights & City of Seattle 10/19 – 06/22 Business Analyst Strategic Advisor • Lead Business Analyst - wrote ...
- Jun 19
Winter Park, FL
... on behalf our financial advisors to review their current retirement plans and identify areas of savings and opportunity. ... • Quality control check ins, to ensure advisor meetings are satisfactory on both ends (for the advisor and the C-Suite ...
- Jun 19
Miami, FL
... Additionally, We serve as a senior go-to-market advisor for over 60 global startups, assisting them in expanding their ... leading-edge solutions that address manufacturing, financial services, supply chain, and government services pain points. ...
- Jun 19
Jackson, MS
... Woods, Ph.D., MBA, CPA, CFE Work as a team member with the Athletics Academic Advisor to provide coordinated services for student athletes Troubleshoot problems with Office of Admissions, Financial Aid and Scholarships, Budget Office, Human ...
- Jun 19
Norwood, NJ
... Employee Relations Specialist & Talent Acquisition Advisor to Small and Mid-Sized Businesses Tech, eLearning, HCM & ... – Locals Section oRaised $3M+ in startup capital amid 2008 financial crisis Client list and referrals available upon request
- Jun 19
Rapid City, SD
... Work with outside professionals such as CPA’s and attorneys, when necessary, on behalf of the Trust Specialist/Wealth Advisor. Build and maintain Money Guide Pro’s for financial planning purposes. Complete daily office duties including paying client ...
- Jun 19
Beavercreek, OH
... adoption of new technologies Serve as a trusted advisor to clients at all levels to drive engagement EXPERIENCE: B.I.P. ... end-user services, (SAP MM, WM, MES…) & automate financial operations/accounting processes for AP, AR, I2C, O2C, ...
- Jun 19