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Develops and maintains a set of frameworks and governance processes to guide the investment portfolio for RTS; partners with stakeholders to ensure these tools are accessible and user friendly and ensures adherence to the set guidelines. The frameworks are intended to guide Portfolio investment decision making Portfolio risk and dependency management Manages the portfolio
Posted 1 day ago
Under the general supervision of the Director of Business and Financial Analysis/Interim Chief of Staff, and Interim Director of Risk Services/Director of Occupational Health, the Financial Support Specialist is a member of the University of California Santa Cruz, Risk Services office. The Financial Support Specialist provides support to all Risk Services programs and coo
Posted 1 day ago
Venable LLP's West Coast Private Wealth Planning Group seeks a midlevel to senior associate with at least 4 years of experience in high net worth wealth planning to join the practice in the San Francisco or Los Angeles office. The successful candidate has excellent oral and written communication skills, outstanding academic credentials, and experience managing projects an
Posted 1 day ago
The Senior Collections Rep (Transplant Financial Counselor) performs all admission functions including in house financial management as well as provides leadership within his/her functional area. Responsible for verifying accurate demographic and financial information and knowledgeable in the review and interpretation of insurance benefits, performs financial counseling,
Posted 1 day ago
As a Financial Aid Advisor at Concorde Career College, you will play a vital role in impacting the lives of our students by guiding them through the financial aid process. You'll help students access the funding they need to pursue their education, all while upholding our core values of respect for the individual, integrity, teamwork, customer service, and achievement. Wh
Posted 5 days ago
Venable LLP's West Coast Private Wealth Planning Group seeks a midlevel to senior associate with at least 4 years of experience in high net worth wealth planning to join the practice in the San Francisco or Los Angeles office. The successful candidate has excellent oral and written communication skills, outstanding academic credentials, and experience managing projects an
Posted 1 day ago
Mechanics Bank
- Walnut Creek, CA / Roseville, CA / Irvine, CA
Mechanics Bank is currently searching for a Sr. Lending Advisor to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role will be working on site in either our Walnut Creek, Roseville or Irvine offices. Originates new residential mortgage loans. Establishes and maintains relationships with
Posted 2 days ago
Mechanics Bank
- Walnut Creek, CA / Roseville, CA / Irvine, CA
Mechanics Bank is currently searching for a Sr. Lending Advisor to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role will be working on site in either our Walnut Creek, Roseville or Irvine offices. Originates new residential mortgage loans. Establishes and maintains relationships with
Posted 2 days ago
Perkins Coie LLP
- Seattle, WA / San Diego, CA / Portland, OR / 6 more...
Perkins Coie is seeking a qualified, dynamic individual to take on the role of Benefits Analyst Retirement Plans and will have the opportunity to contribute to a wide variety of complex activities involving the management of the firm's two defined contribution, and one cash balance retirement benefit programs. Using exceptional analytical, organization, and communication
Posted 2 days ago
Travis Credit Union's (TCU) Financial Service Representative (FSR) is the face of the credit union! TCU's FSRs manage member relationships by helping members achieve their financial goals. The TCU FSR is a career minded individual that enjoys a multi faceted role providing professional advice to members. Successful FSRs are people that love helping people! Develops long t
Posted 5 days ago
Under general supervision, provides the Area Manager and Relationship Managers customer service by responding to all questions/concerns and executing all transactional requests including opening of new accounts. Assist the officers with promotion and marketing of the Bank's financial products to both existing and prospective customers. Service can be provided through face
Posted 3 days ago
Preferred 4 Year / Bachelors Degree Bachelor's Degree with business related emphasis a plus. Experience Minimum Years of Experience Preferred Years of Experience Description 1 3 Of financial service officer and/or loan officer experience in a financial institution. Knowledge, Skills & Ability The FSO must Have a thorough working knowledge of depository & loan products, se
Posted 3 days ago
a) The contractor shall support the processes and procedures associated with a financial investigation. This support shall include, but is not limited to, the introduction of specific tools and techniques to analyze financial information. b) The contractor shall provide support to fully develop the forfeiture aspects of an on going investigation. c) The contractor shall a
Posted 4 days ago
Under immediate supervision, the Registered Client Services Associate assists one or more Financial Advisors 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 Financial Advisor comm
Posted 5 days ago
RAND Corporation
- Pittsburgh, PA / Santa Monica, CA
RAND is looking for a Research Finance Administrator II to manage daily financial activities for the Health Care division. This may include research project and overhead budgeting, tracking and monitoring division financial data, participation in business planning, and providing support and guidance for the internal clients of the research division. This position will ser
Posted 5 days ago
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