Wealth Management Assistant

First International Bank and Trust is a family-owned community bank and one of Prairie Business Magazine's 50 best places to work for 10 years running. We are currently seeking an experienced and detail-oriented Wealth Management Compliance Officer to join our team at First International Bank and Trust. This role is crucial to ensuring that our company...

Req ID: 74637 Location: Phoenix -PHOE, Gilbert -GILB, Mesa -MESA, Scottsdale -SCOTT, Tempe -TEMP Areas of Interest: Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 07/31/2024 BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top U.S.-based financial services holding company...

Reference Number: HRJ7502 Location: Phoenix, Arizona Judson Group has partnered with a $8B+ AUM RIA with a national presence in the search for a Wealth Advisor . This individual will be taking over existing client referral channels, helping grow the firm, and will have a long-term leadership/opportunity. The ideal candidate will have experience handling...

Position Type: RegularYour opportunityAt Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s Wealth & Advice Solutions (WAS) organization offers industry-leading wealth management services. The...

Direct Hire / Permanent Position $80k Salary + Bonus + GREAT Benefits Hybrid Onsite Schedule in Phoenix, AZResponsibilities:Open new client accounts as custodians and act as a liaison with those custodians.Open new client accounts with third-party investment managers and serves as an operational liaison with those managers.Facilitate client wire requests,...

Direct Hire / Permanent Position $80k Salary + Bonus + GREAT Benefits Hybrid Onsite Schedule in Phoenix, AZResponsibilities:Open new client accounts as custodians and act as a liaison with those custodians.Open new client accounts with third-party investment managers and serves as an operational liaison with those managers.Facilitate client wire requests,...

We are currently seeking an Assistant Manager! The Assistant Community Manager supports and assists the Community Manager in overseeing and managing the financial and operational facets of the community. Responsibilities include: Oversee file management and run assigned reports Utilize proper customer service and sales techniques and ensure an...

Job DescriptionJob DescriptionWESTERN WEALTH COMMUNITIESJOB DESCRIPTIONMaintenance TechnicianSUMMARYAs our Maintenance Technician, you are the backbone of the property that maintains the physical aspects, cleanliness, safety, and appearance of the property, while ensuring safety of community and company standards is met. You must be a team player that takes...

Excellent client interaction role, Work life balance, Flexible working hours, Outstanding growth potential. Prefer hybrid work schedule. Must live in or quickly relocate to Phoenix. Progressive, highly profitable, well established CPA firm is currently looking to fill the position of Tax Manager. Title could be Tax Senior Manager for a stronger candidate....

**Location**: Central Phoenix, AZ. **Status**: Full-Time **Salary**: 21.00 to 24.00 per hour depending on experience + comissions **Hours**:Tuesday - Friday 9-6 and Saturday from 10-4 CanAm Property Management offers multifamily property management services. Founded in 2010 we combine our industry knowledge and local market statistics for optimal...

**Business Manager (Assistant Property Manager) - **The Turn | Phoenix, AZ** **WHO WE ARE**: CONAM Management Corporation is part of The CONAM Group, a multi-family property investment, and management firm established in 1975 that specializes in conventional and affordable housing. We span across 12 states with **11 regional offices **that employ a team of...

Excellent client interaction role, Work life balance, Flexible working hours, Outstanding growth potential. Must live in or quickly relocate to Phoenix. Progressive, highly profitable, well established CPA firm is currently looking to fill the position of Tax Manager. Title could be Tax Senior Manager for a stronger candidate. You must have 8+ years’...

** Business Manager (Assistant Manager) - CIRQ44** **Job Category****:** Property Mgt Onsite **Requisition Number****:** BUSIN003733 Showing 1 location **Job Details** **Description** CONAM Management Corporation is part of The CONAM Group, a multi-family property investment and management firm established in 1975 that specializes in conventional and...

Job DescriptionJob DescriptionBusiness Manager (Assistant Property Manager) - The Turn | Phoenix, AZWHO WE ARE:CONAM Management Corporation is part of The CONAM Group, a multi-family property investment, and management firm established in 1975 that specializes in conventional and affordable housing. We span across 12 states with 11 regional offices that...

Excellent client interaction role, Work life balance, Flexible working hours, Outstanding growth potential. Must live in or quickly relocate to Phoenix. Progressive, highly profitable, well established CPA firm is currently looking to fill the positions of Tax Senior and Tax Manager. Title could be Tax Senior Manager for a stronger candidate. You must...

Excellent client interaction role, Work life balance, Flexible working hours, Outstanding growth potential. Prefer hybrid work schedule. Must live in or quickly relocate to Phoenix. Progressive, highly profitable, well established CPA firm is currently looking to fill the positions of Tax Senior and Tax Manager. Title could be Tax Senior Manager for a...

As an Assistant Store Manager, you will manage the day-to-day operations of the self-storage facility by: - Handle all customer inquiries or problems in a timely, courteous manner - Implement, follow, and enforce any procedures set forth in the Operations Policy & Procedure Manual and any other memo or instruction given to you by the SAM Corporate Team -...

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and...

Overview: This position manages the Community Association Banking (CAB) loan portfolio in compliance with Bank Policy as well as all related Federal, State and Industry laws and regulations pertaining to Banking. Responsible for ensuring approved loans are structured according to credit approvals, that borrowers maintain compliance with loan covenants,...

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and...