Providing client and advisor support by processing account openings and custodian paperwork, scheduling meetings, maintaining CRM accuracy, preparing reports, handling cash transfers/wires, and resolving client inquiries; bachelor’s in finance preferred; 2+ years in financial services preferred.
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
High school diploma required (college preferred), industry knowledge, Series 7 and Series 66 or Series 63+65 required, 2+ years industry experience preferred, advanced Microsoft Office skills, strong client service and organizational abilities.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
2+ YOE2 years trust/financial/paralegal/accounting experience, BS in business/finance preferred, knowledge of accounting/tax principles, strong communication, discretion with confidential data, attention to detail, office-based (8:30am-5:00pm).
Experience in financial services or banking preferred; strong organization, communication, customer service, Microsoft Outlook/Word/Excel proficiency, ability to manage account paperwork and adhere to industry regulations.
Microsoft Outlook, Microsoft Word, Microsoft Excel
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Holds FINRA SIE, Series 7 and Series 66 (63/65 accepted); advanced investment product knowledge; strong client service, communication, and tech adaptability; high school diploma/GED required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Brown Advisory: Provides investment management and financial advisory services to global clients.
5+ YOE5+ years partnership accounting; QuickBooks Enterprise; Microsoft Excel; accuracy; multitasking; tax experience; authorized to work in the United States; Norfolk office work
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
2+ YOEHigh school diploma required; college degree preferred; active Series 7 and Series 66 or Series 63 and Series 65; two+ years industry experience preferred; knowledge of financial products; strong language and Microsoft Office skills.
Microsoft Office, Word, Excel, Outlook, PowerPoint, MSOnline, eSign, eAuthorization
3+ YOESeries 7 and 63/65 (or 66) registration within six months, 3+ years sales assistant/CSA experience in brokerage, strong MS Office proficiency, confidentiality, organization, and client service skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Strong communication and interpersonal skills, ability to work independently and as part of a team, integrity and desire to help families; remote work capable.
Paradigm: Provides secure printed and digital academic diplomas and credentials.
1+ YOE1-3 years in customer service or administrative work; associate or bachelor’s degree preferred; CRM experience a plus; MS Dynamics 365 preferred.
Summit BHC: Operates behavioral health and addiction treatment centers nationwide.
High school diploma or equivalent; CPR and de-escalation training required; 6+ months working with similar population preferred; ability to monitor clients, chart accurately, and respond to crises.
Part Time (30 Hours) Associate Banker, Hickman Place Branch, Virginia Beach, VA
Virginia Beach, Virginia, United States
OnsitePart Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
Provide attentive client service, open and service accounts, use banking technology, and perform branch operations; high school diploma/GED and client service experience preferred.
Durham or Austin or New Providence or San Francisco or Carlsbad or New York or Northborough or Rockville or Chesapeake or Milwaukee or Richmond or Boston or Providence or Rosemont or San Mateo or Greenwich or Bethlehem or Falls Church or Marietta or Parsippany or Wayne
$126k-$350k/yrRemoteFull Time
IQVIANYSE: IQV: Provides clinical research and data analytics for pharmaceutical companies.
7+ YOEMaster's (minimum) in epidemiology/biostatistics,7+ years evidence synthesis in pharma consulting,client-facing experience,expert SLR and ITC/NMA skills,Bayesian analysis experience,project management and strong written English.
Microsoft PowerPoint, Microsoft Excel, Microsoft Word
Dataprise: Provides managed IT, cybersecurity, and cloud infrastructure services.
Experience managing IT managed services accounts, strong knowledge of Windows Server, Active Directory, Exchange, Azure, Office365, client relationship and project management skills; PMP/ITIL certifications preferred.
Windows Server, Active Directory, Exchange Server, Azure, Office365
Central Virginia Water Leader (Associate Vice President)
Richmond or Baltimore or Fairfax or Virginia Beach
OnsiteFull Time
Dewberry: Professional firm providing engineering, architecture, and environmental consulting services.
15+ YOEBachelor's in Civil Engineering required (Master's preferred); Virginia PE required; 15+ years water/wastewater consulting experience with public-sector clients; proven leadership, business development, client management, and project oversight skills.
IndeVets: Tech-enabled provider of flexible veterinary staffing and medical services.
1+ YOEDVM/VMD from AVMA-accredited program, active or obtainable state license and DEA controlled-substance registration, 1+ year small-animal clinical experience, clinical independence, strong communication and client skills.
Willcox Savage: A full-service law firm providing comprehensive legal solutions.
5+ YOEJ.D. and Virginia bar membership (or ability to waive), 5+ years trusts & estates experience, strong drafting and tax planning skills, client development ability, experience counseling tax-exempt entities, and leadership/mentoring experience.