OF POSITION A Financial Advisor should demonstrate commitment to delivering distinctive service. The position is responsible for managing a portfolio of existing Firm clients and development of new business through aggressive solicitation of identified qualified prospects. Through this process, become the primary financial advisor for a portfolio of clients which would inc

Independently performs conflicts of interest checks (on work intake and Lateral hire requests) and initiates all follow ups necessary to perform due diligence on assigned files and to disseminate accurate and timely information. The Conflicts Analyst also works closely with the Conflicts Attorneys who oversee the Department's Lateral work. Exercises independent judgment i

Independently manage a litigation caseload, working cases from beginning to end Work closely with other attorneys and Partners on legal projects Regularly handle court appearances and depositions Communicate with clients and provide status reports Why Should You Apply? Excellent Benefits including a 401k match Professional development programs including in house CLE and N

Drives new business acquisition for T Mobile for Business. Leverages deep domain expertise in B2B Collaboration and Customer Experience Sale to understand technology trends, market competition and the general business climate. Defines and implements sales plans to strategically build network of key clients for target companies. Achieves or exceeds assigned sales targets a

Oversee monthly, quarterly, and annual GL close activities and all related monthly tasks/processes to ensure accuracy while adhering to established timelines. Manage PCC's internal controls initiative (external consultant supported) which includes evaluation of existing controls processes and establishment/application of a new internal controls risk controls matrix and pr

The Call Center Manager will set the tone for customer service and is primarily responsible for overseeing the efficient, day to day operation of the Call Center with emphasis on customer satisfaction and inquiries; online banking, bill payment and account opening; customer relationship retention and growth; personnel management and scheduling. The Call Center Manager mus

Review Customer Identification Program (CIP) data (MANTL/Branch/Lending). Prepare reports of key risk indicators for management review. Assist with reviewing the accuracy and information provided by the branches entered on Currency Transaction Reports (CTR). Ensure the information in the monitoring system is ready for filing. Review alerts in Verafin such as HRC Segmentat

Recognized by the city of Alexandria as a Gold Employer, State Department Federal Credit Union is committed to providing the very best in opportunity and professional development. Headquartered in Alexandria, Virginia with assets exceeding $2.8 billion dollars, we recognize that our people make it happen. We are dedicated to attracting and retaining top talent to ensure o

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

The Core Tax Services Manager is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. In this role, Core Tax Services M

Capital Bank is currently seeking experienced C&I Relationship Managers to join our team. This position will mainly focus efforts in either MD, DC, or NOVA market areas. This role will actively seek out new customer opportunities by developing relationships with prospective customers and exploring their banking needs. This position is also responsible for maintaining and

General information Name Tax Manager ASC 740 Posting Title Tax Manager ASC 740 Ref # 2232481 Date Published Thursday, May 9, 2024 City Tysons State Virginia Country United States Job Category Tax Office Tysons VA Advertised Location US VA Tysons Working time Full Time Description & Requirements In this position, you will be able to provide corporate tax compliance and adv

Under the direction of the Branch Manager, develop new business through the promotion of credit union products and services to new and existing members. Responsible for generating new and increased loan volume. Uncover member needs through personal contact and cross sell products, automated services and other services to meet member needs as outlined in established credit

Analyze, research and resolve problems and discrepancies related to member accounts/loans Assist members with submitting consumer/mortgage/equity loan, overdraft protection and credit card applications Counsel current and prospective members about Navy Federal's products and services Ensure cash and other negotiable instruments are handled properly Identify opportunities

Universal Banker Job Locations US MD Columbia Requisition ID 2024 20303 Location Name Downtown Columbia County Howard Category Retail/Branch Banking Maryland Position Type (Portal Searching) Full Time FLSA Status Non 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