Senior financial administrator overseeing finance and operations for the Florida Department of Health in Brevard County. Responsible for budget management, compliance, and contract administration.
About the role
- Director of Investment Operations at Mila Wealth Management ensuring compliance and excellence in client interactions. Overseeing investment platform execution with a hybrid work environment.
Responsibilities
- Oversee and ensure accurate preparation of necessary paperwork to implement recommendations
- Process and track all new accounts
- Coordinate execution of trades for brokerage and advisory accounts
- Monitor trades and verify funds
- Implement initial and subsequent asset allocation trades
- Participate in client meetings for financial or investment plan implementation when appropriate
- Track potential rollover opportunities
- Construct investment proposals with the Director of Investments for client meetings
- Prepare client review materials and assist with investment audits for review meetings
- Run performance reports in Envestnet, Morningstar, NMCIR, NetX360, etc.
- Provide high-quality client service and a concierge client experience
- Optimize growth in both risk management and advisory wealth management businesses
- Ensure NMIS and NMWMC compliance requirements are implemented and followed
- Handle all incoming client service requests regarding client plans and accounts
Requirements
- Minimum of 3 years of investment or financial services experience
- Series 7 required
- Securities 63 or 66 and Life & Health Insurance licenses
- Strong knowledge of Envestnet and Morningstar platforms
Benefits
- Hybrid schedule of 3-4 in-office days per week
- Personalized financial planning
- Investment advisory solutions
- Holistic risk management
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Financial Analyst driving financial insights and reporting for WOW!'s strategic business initiatives. Collaborating with cross - functional teams to enhance financial strategies and operational efficiency.
Staff Associate for CFO Advisory in public accounting firm assisting clients with accounting challenges and internal controls.
Senior Financial Analyst performing analysis related to budgeting and strategic planning at Intermountain Health. Managing project data and ensuring sound financial operations with effective communication.
Finance Specialist providing finance/accounting - related services to the Europe Region at TNC. Responsible for support to the Europe team, invoicing, and financial management.
Senior Analyst, Finance at FNBO responsible for business planning and financial reporting. Collaborating with teams on budget preparation and financial analysis for various business units.
Advisor in investment and financing assisting clients with their investment and financing needs while ensuring quality service and strategic development. Join Desjardins Group, the largest cooperative financial group in North America.
Client financial services agent providing personalized support to members and clients. Collaborating with advisors to deliver services and maintaining business relationships.
Personal Finance Advisor developing and maintaining client relationships at Caisse populaire Desjardins du Centre - sud gaspésien. Advising clients on financial strategies and managing satisfaction and service quality.
Consultant in Financial Services at KPMG advising financial entities on technology strategy and digital transformations. Focusing on risk management and emerging technologies in a dynamic consulting environment.