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Senior Investment Strategist, Vice President, Wealth Management Senior Investment Strategist role will be responsible for structuring the portfolios of high net worth clients utilizing an open architecture platform for both trust and investment agency accounts, and for maintaining meaningful client contact. The successful applicant will thrive in team based fiduciary envi
Posted Today
County National Bank
- Hillsdale, MI
This position has extensive interaction with high net worth bank customers and prospects requiring tact and persuasiveness in presenting the bank's position. Regular interaction with bank customers and prospects in social settings requiring sophistication to represent the bank positively within the communities we serve. This position is responsible for the growth and busi
Posted 1 day ago
May Include Analyze financial data and create financial will include variance and costs Prepare financial reports and presentations for senior management and stakeholders Support financial budgeting and forecasting to streamline business planning and decision making processes Develop and maintain financial performance metrics to measure the effectiveness of business operat
Posted 1 day ago
May Include Analyze financial data and create financial will include variance and costs Prepare financial reports and presentations for senior management and stakeholders Support financial budgeting and forecasting to streamline business planning and decision making processes Develop and maintain financial performance metrics to measure the effectiveness of business operat
Posted 1 day ago
May Include Analyze financial data and create financial will include variance and costs Prepare financial reports and presentations for senior management and stakeholders Support financial budgeting and forecasting to streamline business planning and decision making processes Develop and maintain financial performance metrics to measure the effectiveness of business operat
Posted 1 day ago
May Include Prepare audit schedules including planning, preparation, execution, reporting and follow up in accordance with accepted professional Develop audit scopes, including assess internal controls and risk areas Perform various aspects of execution of risk based operational audits Document all information pertaining to audit results including findings, opportunities,
Posted 1 day ago
May Include Prepare audit schedules including planning, preparation, execution, reporting and follow up in accordance with accepted professional Develop audit scopes, including assess internal controls and risk areas Perform various aspects of execution of risk based operational audits Document all information pertaining to audit results including findings, opportunities,
Posted 1 day ago
May Include Prepare audit schedules including planning, preparation, execution, reporting and follow up in accordance with accepted professional Develop audit scopes, including assess internal controls and risk areas Perform various aspects of execution of risk based operational audits Document all information pertaining to audit results including findings, opportunities,
Posted 1 day ago
Works independently to manage complex projects involving coordination of multiple participants and teams aimed at assisting decision 'making in resource allocation and/or improving the financial performance of HFHS. Maintains a high level of responsibility for completion of assignments/projects. Acts as a leader for individuals or multi analyst assignments/projects. Prepa
Posted 1 day ago
Manages complex financial analysis relating to financial statement and tax analysis, capital investment decisions, budget and forecasting and long term planning. This position will support Regulatory Accounting primarily supporting rate case development, preparing financial models, exhibits, testimony, discovery responses and other regulatory filings. Key Accountabilities
Posted 2 days ago
/Basic Function The Admissions and Financial Aid Assistant is responsible for supporting the Admissions and Financial Aid Departments. This position will process admission and dual enrollment applications and federal and state financial aid. The position will also provide clerical support to the Student Services personnel. Minimum Qualifications Associates Degree in Office
Posted 2 days ago
Assists WMAs in activities that drive new revenue, acquire new households, deepen client relationship and enhances the Private Bank client experience. Contributes to WMA goals in achieving quantitative and qualitative performance metrics including new HHs, AUM, fee sales with a consultative planning process Builds and establishes internal/external centers of influence to
Posted 2 days ago
The Financial Counselor assists patients and family members in financial interactions related to their health care expenses. By establishing relationships, they serve as a patient advocate and educator in order to assist in navigating through available resources to fund their health care expenses. The Financial Counselor works closely with clinical providers (i.e. physici
Posted 2 days ago
The Financial Counselor is responsible for verifying benefits and eligibility for potential and actual patient admissions, for completing the actual admission/registration process required for the patient's admission to the hospital and for assisting in the preparation of the financial folder. The position is also responsible for providing patient financial counseling and
Posted 2 days ago
Pursue communication with defaulted customers utilizing manual or automated dialing to obtain payment commitments designed to find a mutually beneficial resolution for delinquency Assist in identifying, negotiating. and pursuing the appropriate loss mitigation option to best maximize customer satisfaction and investor return by offering alternative financial solutions Pro
Posted 2 days ago
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