Manages all types of Special Needs accounts in accordance with the terms of the various governing documents, government agencies, applicable law, and consistent with the needs of the principals, income beneficiaries, and remaindermen. Reviews, analyzes and interprets documents for direction; has face to face interaction with the beneficiaries & their family; reviews the b

Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead our policyholders count on us to be there when it matters most. It's a big ask, but it's one that we have the power to deliver when we work together. We collaborate and innovate pushing one another to transform not just Pacific Life, but the entire industry for the better. Why?

DEFINITION Under the general supervision of the appropriate administrator, the financial aid technical specialist must possess a combination of functional and technical expertise and will serve as the primary financial aid staff person working with ITS staff on research, analysis and regulations and its impact on the College's enterprise software financial aid module and

We are seeking a Brokerage Specialist to support a market leading team of Brokers at a top global real estate services firm. The role consists of execution of work related to commercial real estate transactions and client deliverables. This individual must be a collaborative team player with a can do mindset and will participate in regular business and team meetings, as r

Assists in the preparation, analysis, and distribution of the financial statement package for facilities and division. Responsibilities include the follow up to inquiries made regarding issued financial statements, as well as special projects assigned by management by performing the following duties. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other dutie

Senior Financial Analyst Sr. Financial Analyst SFA Senior Cost Accountant Sr. Cost Accountant Financial Reporting Month End Budgeting Forecasting Data Visualization Tableau Power BI Sales Analysis Supply Chain SKU Pricing Costing Standards Deck Are you a Senior Financial Analyst with manufacturing experience? Or a Cost Accountant who has had some exposure to finance who w

Under general supervision of the Assistant Director of Processing and Awarding, the Financial Aid Analyst Student Services Professional IB performs professional student service assistance to students, parents and the general public regarding federal and state financial aid programs at Sacramento State. The incumbent performs thorough review of documentation required for a

Under the general supervision of the Director of Finance and Business Services, the Financial Services Analyst supports divisional accounting and financial operations using professional financial concepts and best practices. The incumbent plays a pivotal role in analyzing financial, operational, HR, and procurement data to drive data informed decision making, and contribu

Pacific Life is investing in bright, agile and diverse talent to contribute to our mission of innovating our business and creating a superior customer experience. We're actively seeking a talented Advanced Planning Consultant to join our Advanced Designs team in Newport Beach, CA. This role can be on site, hybrid or fully remote (depending on location). The Advanced Plann

Associates at California Bank & Trust work in a relationship centered culture where they are provided with the tools, training and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employe

Description % of Time Spent Provide routine and non standard/complex transaction processing services (e.g., purchases, redemptions, exchanges, transfers, systematic plans, etc.), maintenance services (e.g., change of address, beneficiary, etc.), and new account establishment following defined policies and procedures to mutual fund shareholder accounts. Ensure proper docum

Proactively develops a client base to which appropriate wealth management products can be sold. Analyzes customers' financial needs and advises them on investment choices and insurance products that best meet their needs to optimize the financial performance and achieve the highest level of customer satisfaction. Ensures that all business originations are in compliance wi

Financial Aid Assistant Kern Community College District Salary $3,065.02 $4,330.81 Monthly Job Type Full Time Job Number FY22 2300490 Location Bakersfield, CA Department Basic Function Under the direction of an assigned supervisor, provide assistance and information to students applying for financial aid; perform a variety of general clerical duties; maintain lists and st

"I can succeed as a Private Wealth Advisor at Capital Group." One of the nation's leading wealth management firms, Capital Group Private Client Services, is looking to selectively add to its team of wealth advisors around the country. As a Private Wealth Advisor, you will work directly with high net worth individuals and families to create customized plans for protecting

Within the Capital Group, Private Client Services is the organization that services the complex needs of the wealthiest investors. Started almost five decades ago as a family office managing the assets of Capital Group's founders, senior executives and loved ones, today PCS manages over $30B for over 1,500 ultra high net worth (UHNW) families, endowments and foundations. P