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Investment Advisor
20 hours ago
B.O.S.S. Retirement Solutions Bellevue, United StatesJob Description: · Our well-established and growing financial firm is seeking to add an Investment Advisor Representative to our Team The Investment Advisor Representative will have the opportunity to meet one on one with company leads from seminars and referrals as well as exist ...
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Investment Advisor
4 days ago
B.O.S.S. Retirement Solutions Bellevue, United StatesJob Description: · Our well-established and growing financial firm is seeking to add an Investment Advisor Representative to our Team The Investment Advisor Representative will have the opportunity to meet one on one with company leads from seminars and referrals as well as exis ...
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Registered Investment Advisor
3 weeks ago
Moser Wealth Advisors Bellevue, United States Full timeCompany Description · Growing Bellevue Washington Wealth Management Firm delivering a unique set of comprehensive planning solutions that incorporate sophisticated tax strategies and fiduciary level investment advice to high-net-worth individuals, families and business owners se ...
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Associate Financial Advisor
20 hours ago
SCS Bellevue, United StatesAt SCS, our mission is simple: develop enduring relationships with our clients by providing high quality, unbiased guidance. We serve our clients with personal service from our experienced, collaborative teams. The needs of our clients always come first, and we are not satisfied ...
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Senior Tax CPA- $60-$90K-work/life
3 weeks ago
Moser & Company Bellevue, United StatesCompany Description · We are a growing Public Accounting & Wealth Management Firm based in Bellevue, WA that offers employees flexible scheduling, family friendly environment to accommodate a work/life balance, competitive pay with performance bonuses, paid professional membersh ...
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Service Technician Flat Rate
3 weeks ago
Swickard Auto Group Bellevue, United StatesJob Description$22-$50 Flat Rate depending on Experience We are fueled by our goal to be 1st in class in the hospitality industry and in the communities we serve while redefining the car buying experience and delivering personalized service to our guests. We believe in empowering ...
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Commercial Lines Account Manager
2 days ago
ACRISURE Bellevue, United States Full timeDescription · Acrisure is a fast-growing fintech leader that operates a global insurance broker. The Company has grown from $38 million to $4 billion in revenue since 2013 and deploys the best of Human and High Tech at scale to reimagine financial service product distribution. A ...
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Research Analyst
3 weeks ago
Parcion Private Wealth Bellevue, United StatesParcion Private Wealth is looking for a dynamic team member to help our firm execute its promise to help clients reach their goals and aspirations. We are seeking an experienced Research Analyst to join our firm, working directly with the Director of Investment Management. Our id ...
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Associate Financial Advisor
3 weeks ago
TalentWealth Bellevue, United StatesAt TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client located in Bellevue, WA is a well-established independent practice in need of an Associate Financial Advisor to join their t ...
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Certified Financial Planner
4 weeks ago
TalentWealth Bellevue, United StatesAt TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client located in Bellevue, WA is a well-established independent practice in need of a Certified Financial Planner to join their te ...
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Registered Client Service Associate
3 weeks ago
Oppenheimer & Co Bellevue, United StatesWho We Are: · Oppenheimer & Co. Inc. (Oppenheimer) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities bro ...
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Associate Financial Advisor
1 day ago
Northwest Bancorp, Inc. Bellevue, United StatesThe Associate Financial Advisor is responsible for the development of new business and retention of existing relationships while creating and maintaining relationships with centers of influence and business partners. This position supports a Financial Advisor team and assists wit ...
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Client Service Associate
2 weeks ago
Anansys Staffing LLC Bellevue, United StatesJob Description · Job DescriptionJob Title : Client Service Associate / High-net-worth individuals · Location : Bellevue, WA 98004 · Type : Full Time · Job Summary: · We are looking for a Client Services Associate to join our Client Services team. · This position is responsible ...
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Registered Client Service Associate
4 days ago
Oppenheimer & Co. Bellevue, United StatesCareer Opportunities with Oppenheimer & Co. Inc. · A great place to work. · Current job opportunities are posted here as they become available. · Subscribe to our RSS feeds to receive instant updates as new positions become available. · Registered Client Service Associate (Bellev ...
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Registered Client Service Associate
15 hours ago
Oppenheimer & Co. Bellevue, United StatesCareer Opportunities with Oppenheimer & Co. Inc. · A great place to work. · Current job opportunities are posted here as they become available. · Subscribe to our RSS feeds to receive instant updates as new positions become available. · Registered Client Service Associate (Be ...
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Associate Financial Advisor
3 days ago
SCS Bellevue, United StatesAt SCS, our mission is simple: develop enduring relationships with our clients by providing high quality, unbiased guidance. We serve our clients with personal service from our experienced, collaborative teams. The needs of our clients always come first, and we are not satisfied ...
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FILLED Parcion Private Wealth
5 days ago
HIFON Group Bellevue, United StatesFebruary 5, 2020 · Parcion Private Wealth is looking for a dynamic leader to help our firm execute on its promise to help clients reach their goals and aspirations. Youll help our leadership team achieve key performance objectives and direct the alignment of team members and res ...
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FILLED Parcion Private Wealth
1 week ago
HIFON Group Bellevue, United StatesFebruary 5, 2020 · Parcion Private Wealth is looking for a dynamic leader to help our firm execute on its promise to help clients reach their goals and aspirations. You'll help our leadership team achieve key performance objectives and direct the alignment of team members and res ...
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Service Advisor
3 weeks ago
Swickard Auto Group Bellevue, United StatesAbility to earn $84,000 up to $135,000 a Year · We are fueled by our goal to be 1st in class in the hospitality industry and in the communities we serve while redefining the car buying experience and delivering personalized service to our guests. We believe in empowering our emp ...
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Senior Financial Advisor
3 days ago
Parcion Private Wealth Bellevue, United StatesParcion Private Wealth is looking for a dynamic leader to help our firm execute on its promise to help clients reach their goals and aspirations. We are seeking an experienced Senior Family Wealth Advisor to join our firm. Our ideal candidate is a highly motivated team player tha ...
Investment Advisor - Bellevue, United States - Tata Consultancy Services
Description
Key Responsibilities:
To review and triage online requests from sellers
Capture all attributes of case and DD360 case creation
Query support (use of tools, process query etc) using email account
Maintain process documentation, work instructions and SOPs.
Gathering financial details of the deal
Populating data in OneAsk for analysis and documentation
Controls and compliance vetting for investments approved by the Worldwide Deal Desk, and reviews ECIF requests and related documentation for accuracy (including related SOWs, Work Orders, or Work Scope documents).
Calculating, and validating the financial results (ROI validation process)
Ensuring all details needed for the Global ECIF and ACO to be approved is available for DM review (SOW, FastTrack review, Compliance review, etc.
Preparing and sending a Financial Summary to DM for an approval decision
Coaching the AT and DM on Financials results and ECIF Funding Policy
Attaching appropriate documentation in OneAsk and DD360
Operationalize and manage the Award Letter extension process and track actions and status
IO creation & maintenance, MS Approvals validation (these are done during MS FTE holiday support)