Senior Brokerage Operations Specialist - Richmond, VA Truist Financial CorpSenior Brokerage Operations Specialist - Richmond, VARichmond, VAGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Assist the department Manager or Supervisor with day-to-day operations for the department by having a clear understanding of the tasks and workflow, while ensuring appropriate internal procedures are followed for regulatory guidelines.
Brokerage Registered Client Service Associate - Richmond, VA Truist Financial CorpBrokerage Registered Client Service Associate - Richmond, VARichmond, VAGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Exceptional telephone skills and the ability to appropriately interact with clients of all experience levels regarding securities transactions and brokerage accounts.
Logistics Coordinator II Allen Lund Company, LLCLogistics Coordinator IIRichmond, VAFull timeIn this role, you'll go beyond the normal responsibilities of a Logistics Coordinator by acquiring special training and gaining expertise in areas that prepare you for advancement to a Transportation Broker or Account/Carrier Representative. Our diverse workforce is key in delivering outstanding customer service and our commitment to our industry are main components of our unmatched reputation.
Commercial Insurance Marketing Specialist Virginia Farm BureauCommercial Insurance Marketing SpecialistRichmond, VAThe Commercial Insurance Marketing Specialist supports company-wide sales efforts by processing brokerage applications, securing accurate and timely quotes, and delivering responsive, high-quality service to the Virginia Farm Bureau (VAFB) agency force and brokerage partners. Support sales efforts by preparing complete new business and renewal submissions and obtaining quotes in accordance with agency marketing procedures, with a focus on non-admitted and Excess & Surplus (E&S) business.
Loan Operations Coordinator Coldwell Banker PremierLoan Operations CoordinatorMidlothian, VirginiaFull-Service Real Estate, Backed by ExperienceColdwell Banker Premier is a top-performing real estate brokerage serving the Mid-Atlantic and Florida, with a growing footprint across Virginia, Maryland, Delaware, Pennsylvania, West Virginia, North Carolina, Florida, and Washington D.C. Grounded in trust, innovation, and strong relationships, we offer a complete real estate experience with in-house support for relocation, mortgage, commercial, auction, and settlement services. Closing Oversight: Confirm CDs are pre-balanced 72 hours before clear-to-close (CTC), verify pricing accuracy with LOs, and ensure the closing package is ready within 48 hours.
Chief Compliance Officer (CCO) for Truist Investment Services, Inc. and Truist Advisory Services, Inc. Truist Financial CorpChief Compliance Officer (CCO) for Truist Investment Services, Inc. and Truist Advisory Services, Inc.Richmond, VA$200,000–$290,000 / yearRIA expertise and coordination: Provide compliance leadership for advisory activities within an SEC-registered RIA framework (including Advisers Act obligations such as disclosures, conflicts management, Code of Ethics oversight, and best execution), and coordinate broker-dealer/RIA requirements to promote consistent client outcomes and a cohesive control environment. Please review the following job description: The Chief Compliance Officer (CCO) for Truist Investment Services, Inc. and Truist Advisory Services, Inc. is responsible for leading an integrated broker-dealer and SEC-registered registered investment adviser (RIA) compliance program and serving as the primary regulatory-facing executive for the firms.
Registered Client Service Associate (Richmond,VA) Oppenheimer Holdings IncRegistered Client Service Associate (Richmond,VA)Richmond, VAWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. The RCSA's primary responsibility is to support Financial Advisors in sales, marketing and day-to-day operations of a growing wealth management practice.