Retirement Account Management Specialist

Retirement Plan Administrator Job DescriptionMechanics Bank is seeking a skilled Retirement Plan Administrator to oversee the administration of various retirement accounts, including 401(k), Defined Benefit, and IRA accounts.Key Responsibilities:Administer account set-up and termination, contributions and distributions, asset purchases and sales, trust...

At Mechanics Bank, we are seeking a skilled Retirement Plan Administrator to oversee the administration of various retirement accounts, including 401(k) and IRA plans. This role will involve working closely with plan administrators, actuaries, and plan consultants to ensure accurate and timely processing of account transactions.Key Responsibilities:Account...

Job OverviewWe are seeking a highly organized and detail-oriented Accounts Receivable Specialist to join our team at IN WIN DEVELOPMENT USA INC. As an AR Specialist, you will play a critical role in managing our company's cash flow by ensuring timely and accurate processing of customer payments and transactions.Key ResponsibilitiesProcess and post customer...

Job SummaryWe are seeking a highly skilled Accounts Receivable Specialist to join our team at IN WIN DEVELOPMENT USA INC. The successful candidate will be responsible for preparing, posting, verifying, and recording customer payments and transactions related to accounts receivable.Key ResponsibilitiesPrepare and post customer payments and transactions...

Job SummaryWe are seeking a highly organized and detail-oriented Accounts Receivable Specialist to join our team at IN WIN DEVELOPMENT USA INC. The successful candidate will be responsible for managing customer payments, maintaining accurate records, and providing exceptional customer service.Key ResponsibilitiesCustomer Payment ManagementProcess and post...

Job Title: Wealth Management AdvisorThis is a full-time hybrid role for a Wealth Management Advisor. The Wealth Management Advisor will work primarily from the Walnut Creek office with flexibility for remote work. The role involves providing financial planning advice, retirement planning, investment management, and other wealth management services to...

Job OverviewWe are seeking a seasoned insurance professional to oversee middle-market construction accounts. This role represents a unique opportunity for an experienced account manager to become a key player at a well-regarded regional brokerage renowned for its substantial commercial account portfolio.Key Responsibilities:Manage a portfolio of commercial...

About the RoleWe are seeking a highly organized and detail-oriented Accounts Payable Specialist to join our team at Colliers International. As a key member of our Property Accounting team, you will be responsible for reviewing all invoices and documentation, communicating with internal and external stakeholders, and ensuring that all payments are made in a...

Job SummaryWe are seeking a highly skilled Risk Management Specialist to join our team at Factory Mutual Insurance Company. As a Risk Management Specialist, you will be responsible for providing business risk consulting services to current and potential clients.Key ResponsibilitiesMeet and present to senior client management to develop a sound understanding...

Job Title: Commercial Lines Account ManagerJob Description:At DHW Insurance Brokers, we are seeking a dedicated and experienced Commercial Lines Account Manager to join our team.Key Responsibilities:- Manage a portfolio of commercial insurance accounts- Ensure client satisfaction and drive business growth- Develop and maintain strong relationships with...

Job Title: ManagerWe are a leading provider of specialized fund administration services for private equity managers and general partners. Our team offers a unique blend of expertise and technology to help our clients navigate the complexities of fund administration.Key Responsibilities:Manage the setup of wires for investments and distributionsMonitor cash...

Job Title: Account ManagerSTERIS is seeking a highly motivated and experienced Account Manager to join our team. As an Account Manager, you will be responsible for selling our infection prevention products to major hospitals, health systems, and ASCs in a specific geographic territory.The ideal candidate will have a strong understanding of the medical...

Investment Operations SpecialistAt Burton Enright Welch, we are seeking a detail-oriented and proactive Investment Operations Specialist to join our dynamic team. As a key member of our operations function, you will play a critical role in ensuring the smooth functioning of our day-to-day operations, maintaining data accuracy, and supporting our Advisory and...

About the RoleWoodruff Sawyer's Middle Markets practice is seeking a highly skilled and dynamic Account Manager to join our team. As an Account Manager, you will be responsible for placing, renewing, and servicing new and existing business. You will act as an ambassador for Woodruff Sawyer, both internally and externally, and will be expected to possess a...

At Alliant Insurance Services, we're committed to providing exceptional employee benefits solutions to our clients. As an Account Executive - Employee Benefits Specialist, you'll play a key role in managing our clients' employee benefits programs, ensuring they receive the best possible coverage and service.Key Responsibilities:Manage client relationships...

Job OverviewWe are seeking a highly skilled Commercial Insurance Account Executive to join our team at Insurance Search Specialists. As a key member of our commercial lines team, you will be responsible for managing a portfolio of large commercial clients, providing expert guidance on insurance coverage and risk management.Key Responsibilities:Manage a...

Firm Overview:Burton Enright Welch is an independent fee-only Registered Investment Advisory (RIA) firm located in California, with over $1 billion in assets under management.We value integrity, collaboration, and continuous improvement.Position Summary:We are seeking a detail-oriented and proactive Investment Operations Specialist to support the day-to-day...

About the RoleWe are seeking a highly skilled and experienced Senior Account Manager to join our team at Cigna Healthcare. As a key member of our client management team, you will be responsible for growing membership within existing accounts and directly managing business relationships with client accounts.Key ResponsibilitiesOverall account management...

Job Title: AccountantWe are seeking a highly skilled Accountant to join our team at Hotel Management. As an Accountant, you will play a critical role in ensuring the financial health and stability of our organization.Key Responsibilities:Perform financial analysis and prepare financial reports, including balance sheets, income statements, and cash flow...

We are seeking a Surety Account Manager to join our team at IAT Insurance Group. This role will provide day-to-day customer service and support to Underwriters, Agents, Principals, and Obligees. The successful candidate will act as a liaison between the organization and clients, working closely with both entities to ensure needs are being met.This role will...