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The Financial Adjustment Specialist is responsible for analyzing and correcting financial transaction errors within retirement plans, providing consultation for error avoidance, and working closely with internal teams to establish correction strategies. This role includes error analysis, procedural recommendations, and effectively communicating with internal customers.
The Marketing Manager will design and implement strategies to promote company products, driving engagement with financial professionals and evaluating program effectiveness. Responsibilities include collaborating on strategic plans, leading campaign initiatives, defining target audiences, and optimizing marketing processes for performance.
The role involves providing high-level administrative support to executive management, preparing confidential documents, managing calendars, scheduling meetings, making travel arrangements, and acting as a liaison between executives and various stakeholders.
The Financial Operations Contract Analyst will handle daily financial transaction processes, administer contractual terms, and conduct market value assessments. The role includes analyzing deposit and withdrawal trends, processing fee receipts, and maintaining systems for documentation and communication.
As an Intermediate Accountant, you'll perform intermediate accounting tasks with general supervision. Your responsibilities will include accurate recording of accounting transactions, financial report preparation, data analysis, and ensuring adherence to internal controls. You'll also assist in accounting and financial reporting projects as needed, contributing ideas for process success.
Oversee Marketing Analysts and ensure project deliverables are met while managing marketing technology resources. Responsible for implementing marketing technology systems, improving existing processes, and collaborating with cross-functional teams for optimized campaigns and analytics solutions.
The Head of Product and Partner Solutions is responsible for the World Financial Group (WFG) product/portfolio curation, oversight, and governance activities in North America, supporting over 75,000 agents and financial professionals. This role involves managing strategic partner relationships, contractual agreements, and product governance to enhance the agent, client, and advisor experience.
The Intermediate Accountant role involves performing accounting functions such as invoicing, financial reporting, and reconciliations under general supervision. Responsibilities include utilizing financial principles to process payments, analyze data, and prepare variance reports while ensuring compliance with procedural standards.
The Associate Actuary will analyze non-routine transactions related to various life insurance products and reinsurance, produce quantitative forecasts, and communicate findings effectively to both actuarial and non-technical senior management, while supporting ad-hoc initiatives.
As a Document Management Coordinator, you'll be responsible for processing incoming and outgoing mail, prepping, scanning, and indexing documents into the Automated Workflow Distribution system. Additional tasks include accurate data entry, managing stored documents, and ensuring efficient retrieval and research of returned mail.
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