Become an Allstate Agent in Cumming, Georgia Job in Multiple locations

Saturday, June 11th, 2011

The Allstate Corporation is the nations largest publicly held personal lines insurer.

A Fortune 100 company, with $156 billion in assets, Allstate sells 13 major lines of insurance, including auto, property, life and commercial.

Allstate also offers retirement and investment products and banking services.

Allstate is widely known through the Youre In Good Hands With Allstate® slogan.

Allstate was founded in 1931 and became a publicly traded company in …

Become an Allstate Agent in Cumming, Georgia Job in Multiple locations

Structured Securities Analyst / 11-1627 Job in Carmel 46032, Indiana US

Wednesday, March 16th, 2011

Position Description: 40|86 Advisors, a $23B registered investment advisor located in Indianapolis, is currently looking for a cross sector ABS Analyst, who will be key contributor to the Structured Securities Group.

The right person will be inquisitive, creative, and a clear communicator.

You should have a strong interest in fixed income markets and the quantitative competence to analyze complex securities.In this role you will analyze investment and trading opportunities …

Structured Securities Analyst / 11-1627 Job in Carmel 46032, Indiana US

Financial Sales Professional with Training Provided Job in Deerfield 60015, Illinois US

Thursday, December 16th, 2010

AXA Advisors LLC, a provider of investment and insurance strategies, can help people define and achieve their life, retirement and estate goals.

Our vision, resources, fundamental belief in training, and the importance of trusted financial professional relationships will assure our clients that we will not settle for anything less than becoming the leading choice for people who seek an experienced financial professional.

This remains true for our financial professionals, wh …

Financial Sales Professional with Training Provided Job in Deerfield 60015, Illinois US

Risk Analyst: Behringer Harvard

Saturday, December 11th, 2010

About Behringer Harvard Behringer Harvard creates and manages global institutional-quality investment programs for individual and institutional investors through its real estate investment trusts, joint ventures and proprietary program structures.

The company also offers strategic advisory, asset management and capital market solutions.

Behringer Harvard has interests in or manages more than $10 billion in assets.

In order to be considered for the position you mu …

Risk Analyst: Behringer Harvard
Company: Behringer Harvard
Relevant Work Experience: 5-10 Years Experience
Education Level: Bachelor’s degree
Job Status: Full-Time, Employee

Bank of America: Wealth Management Senior Compliance Manager Job in New York City, New York US

Thursday, September 30th, 2010

From outstanding career opportunities and advancement, to promoting a healthy work/life balance through special benefits and programs, Bank of America supports associates in achieving their dreams professionally.

Bank of America is an Equal Opportunity Employer, M/F/D/V.

Wealth Management Senior Compliance ManagerGeneral Job Description Implements and manages compliance programs for one or more business groups in GWIM.

Exercises judgment and influences business managers and peers to ensure enforcement of compliance programs, balancing business strategy with appropriate risk management controls.

Contributes to the development, implementation and communication of Corporate Compliance’s mission, goals and strategies.

May manage other associates.

Specific Job DescriptionImplements and monitors compliance programs for FA-directed discretionary and non-discretionary investment advisory programs Applies knowledge and expertise to influence business managers and peers to ensure enforcement of compliance programs, balancing business strategy with appropriate risk management controls Contributes to the development, implementation and communication of Compliance’s missions, goals and strategies Communicates and interacts with other internal risk management groups within area of responsibility Proactively identifies compliance or regulatory issues and works with business, risk, legal and other partners to resolve such issues in an efficient and effective manner Administers an end to end compliance program for a U.

S SEC-.

registered investment adviser, with clients world-wide; develops and updates, as necessary, compliance policies and proceduresRequired Skills: 5-10 years compliance experience re: the Investment Advisers Act and separately managed accounts Knowledge of the financial services industry and regulatory requirements Strong analystical skills Solid writing and presentation capabilities Bachelor’s degreeDesired Skills: Advanced degree Good technology skills Experience dealing with business management Prior experience implementing and executing a Rule 206(4)-7 compliance programTo apply to this position, please follow the link below: Wealth Management Senior Compliance Manager : 1000051117

Bank of America: Wealth Management Senior Compliance Manager Job in New York City, New York US

Relationship Manager Job in Alpharetta 30009, Georgia US

Friday, May 14th, 2010

Our Client is looking for a Relationship Manager to work out of their Alpharetta, Georgia location.

Candidates must have an active Series 7 and 66 license.

Responsibilities: – Retain assets of assigned affluent / wealthy households with significant holdings by effectively managing an assigned client base and ensuring that all clients receive a superb client experience- Strengthen the client relationship and expand existing client wallet share through effective presentation of investment products and services- Proactive outbound calling to existing customer base to drive asset acquisition through customer account consolidation; maintain and update prospect and sales reports accurately- Evaluate your clients financial situation and identify investment objectives through a comprehensive and customized financial planning process; and provide advice guidance and execution on a variety of investment products and services such as Conservative Investment and Managed Investment Portfolio product offerings- Cultivate current and prospective clients relationships and identify opportunities to expand these relationships by responding to sales opportunities with creativity and innovation- May perform additional duties as directed by managementRequirements: – Series 7 and Series 66 – 3+ years of proactive, successful sales experience in the financial services industry- 5+ years of financial services industry experience- Knowledge of a wide variety of brokerage/banking products and services- Strong history of success in building client relationships and client retention experience- Capable of quickly building good rapport with clients, assessing their needs and presenting features and benefits of products and services- The ability to multi task and work independently with a high degree of quality- Must be self-motivated with an outgoing personality and work well in a team setting- Excellent communication and organizational skills- Group presentation skills a plusCandidates will have a base pay of $45,000 plus bonuses.

Required Skills: SERIES 7, Series 66, FINANCIAL SERVICESJoin Aerotek Professional Services.

Our customized employment solutions and personalized approach give job seekers access to great opportunities with competitive salaries.

Aerotek offers comprehensive benefits that can include medical, dental, optical, and optional 401k.

Don’t put your career in the hands of just anyone; put it in the hands of a specialist.

Launch or rejuvenate your career today with Aerotek Professional Services! Allegis Group and its subsidiaries are equal opportunity employers and will consider all applications without regard to race, marital status, sex, age, color, religion, national origin, veteran status, disability or any other characteristic protected by law.

Relationship Manager Job in Alpharetta 30009, Georgia US

Manager, Financial Planning & Analysis Job in Hartford 06103, Connecticut US

Thursday, January 28th, 2010

A key segment within Prudential Retirement is the Full Service segment which offers plan sponsors and their participants a broad range of products and services to assist in the delivery and administration of defined contribution, defined benefit and non-qualified retirement plans, including recordkeeping and administrative services, comprehensive investment offerings, and consulting services.  The segment has $120 billion in account values.   This position is responsible for forecasting all capital requirements, net customer flows (plan sales, plan lapses, and participant contributions and withdrawals), earnings, and investment cash flows for the Full Service segment.  Additionally, this position is responsible for analyzing and communicating data and trends that will drive business decisions regarding participant activity, capital positions/flows and investment results. This position has significant interaction with Senior Finance Management within the division.    Specific on-going responsibilities of this position include:   ·          Maintain and enhance Full Service planning models consistently and efficiently while  meeting deadlines. ·          Manage all aspects of cash flow forecasting and analysis; including monthly cash flow forecasts to senior management and quarterly/annual cash flow forecasts to business partners. ·          Responsible for various forecasting and attribution analysis of specialized items including investment income and equity market appreciation. ·          Miscellaneous ad hoc requests. ·          Working with Actuarial personnel on valuation and reporting matters such as DAC, VOBA, and reserves. ·          Opportunities to expand responsibilities include supporting other departments such as Pricing, Stable Value, and Expenses on a variety of analyses. Prudential and its affiliates, Newark, New Jersey are Equal Opportunity/Affirmative Action Employers and are committed to diversity in our workforce. Bachelors degree in Accounting, Finance, Actuarial Science or related field.  MBA, CFA, or CPA preferredMinimum of 5 years experience in financial planning or reportingStrong analytical skills including the ability to identify interrelationships between components of financial information in order to identify key drivers of earnings and other significant trendsStrong communication skills are needed to effectively and concisely communicate results to different audiences in a manner that is meaningful to the recipientAbility to understand actuarial conceptsFinancial services industry experience a strong plus, especially in retirement and/or investments Advanced Excel skills required; Experience with relational databases (Access) strongly preferred


Manager, Financial Planning & Analysis Job in Hartford 06103, Connecticut US

Senior Accounting Assistant

Friday, January 22nd, 2010

Celtic Insurance is a major provider of individual health insurance plans nationwide. We offer quality coverage, tailored for kids, individuals and families in all stages of life. As health care reform continues to change the insurance landscape, we’re working hard to be an adaptable company, structured to meet today’s challenges, respond quickly to industry demands and bring new ideas to the marketplace.

Are you ready to take the next step in your career? Then consider joining Celtic Insurance Company as we seek motivated, career-oriented professionals for our SENIOR ACCOUNTING ASSISTANT positions.
DUTIES and RESPONSIBILITIES

- Accounting & Cash Management

o Review weekly Accounts Payable entries;

o Process bank deposits;

o Prepare and input general ledger journal and cash entries;

o Monitor weekly cash status for all entities;

o Determine funding methods and amounts, maximizing earnings;

o Process weekly cash reports;

o Reconcile bank and broker statements;

o Prepare monthly financial statements and reports

- Tax Return

o Reconcile G/L accounts to year end tax forms (1099s, etc);

o Reconcile K-1 forms to the general ledger;

o Prepare annual tax folders for all entities;

o Review tax returns for input errors;

o Obtain signatures for all tax returns;

o Process tax payments;

o Copy and file returns

- Finance & Investment

o Process monthly and quarterly investment reports;

o Provide investment research and planning;

o Open, close and update all investment accounts (M/M, checking, mutual funds, and brokerage accounts)

- Administrative

o Provide back up support for the Chairman’s Executive Assistant when requested;

o Compose letters and correspondence regarding banking, investments, and other business
CHARACTERISTICS OF PERFORMANCE

Accurate, detail oriented, computer literate, good people and communication skills, sound judgment ability, professional demeanor.

EDUCATION

High school, some college level courses.

EXPERIENCE

3-4 Year in an office environment

SKILLS

Office equipment (telephones, copiers, etc), computers (hardware and software familiarity); knowledge of Microsoft Office (Word, Excel, etc); bookkeeping and accounting knowledge; Income Tax Return processing

Conveniently located in the Loop, we offer a competitive salary with an excellent benefits package, including 401K and tuition reimbursement. If you are ready to work for a company that places emphasis on a work-life balance, don’t hesitate -apply today!

Email your resume to: blaba@celtic-net.com or fax to: (312) 441-0628.

Senior Accounting Assistant
Job ID Acct 906
Position Type Full-Time Employee
Company Name Celtic Insurance Company
Location Chicago, IL
Salary Unspecified
Experience 2-5 Years Experience
Desired Education Level Associates