NewVirtual Financial Services Associate AILVirtual Financial Services AssociatePembroke Pines, FLRemoteAO Globe Life is seeking a Virtual Financial Services Associate to support clients as they explore insurance products designed to help protect their financial well-being. This role is ideal for candidates who are driven, professional, and interested in building a career through strong communication, client service, and ongoing personal development.
Blackstone Private Wealth - Investor Services, Analyst BlackstoneBlackstone Private Wealth - Investor Services, AnalystMiami, FloridaDepending on the position, you may be required to obtain certain securities licenses if you are in a client facing role and/or if you are engaged in the following: Attending client meetings where you are discussing Blackstone products and/or and client questions; Marketing Blackstone funds to new or existing clients; Supervising or training securities licensed employees; Structuring or creating Blackstone funds/products; and. Partnering with many of the world’s largest private banks and wealth management firms as well as family offices, Blackstone’s Private Wealth team packages and delivers the full breadth of Blackstone’s alternative product capability to these firms and their clients and provides ongoing product and advisor support, as well as education and training around alternatives.
NewHealthcare Manager - Transaction Services Embark Consulting LLCHealthcare Manager - Transaction ServicesMiami, FL$140,000–$160,000 / yearIdentifying key accounting issues and deal risks - including the identification, calculation, and documentation of quality of earnings and net working capital adjustments. Experience in Big 4/public accounting performing audits and related services for a diverse client base, and at least 3-5+ years of transaction services / due diligence experience (in healthcare).
Senior Client Advisor - Brickell Seacoast National BankSenior Client Advisor - BrickellMiami, FLEnsure branch adherence to AML/BSA requirements (Customer Identification Program, Account Opening Customer Due Diligence, ongoing profiling requirements, Enhanced Due Diligence, OFAC, Suspect Activity Form, etc.), operational procedures, audit procedures, risk/control expectations, dual control, security, Business Continuity, and all other regulated banking requirements; communicate any updates to associates. Open and process accounts, perform account maintenance, process checks, cash and the sale of negotiable instrument transactions adhering to the banks current policies and procedures, protecting the Bank against the risk and exposure of criminal or fraudulent activity.