8 jobs found

Job Title: Advisor Service Coordinator Status:  Full-Time; Non-Exempt Reports To: Supervisor, VPM About Good Life Good Life Companies is a fast-growing, independent RIA platform dedicated to empowering financial advisors to achieve true independence and long-term success. We provide the education, tools, and ongoing support advisors need to build, manage, and grow thriving independent practices so they can focus on what matters most: serving clients, growing their business, and living their version of the good life. Position Summary The Advisor Service Coordinator (ASC) provides high-level guidance and support to financial advisors in their service-related needs. The ASC will collaborate closely with advisors to understand their specific requirements, analyze their current service processes, and identify areas for improvement. Using extensive knowledge and experience in service management, the ASC will develop tailored strategies, recommend best practices, and implement...

Our Company: We care about helping people. Our purpose is to provide help and inspire confidence in our clients and communities everywhere. Our associates feel a sense of belonging in an inclusive place with an amazing history and a sharp focus on our future. Our connected culture is who we are and how we work together to achieve our strategies, accelerate our transformation, and achieve extraordinary results. It’s an exciting time to be a part of H&R Block! What you'll do...: At H&R Block, your contributions will go far beyond any job description. When you join our team, you’ll add to the momentum of a forward-thinking company—one that defined an industry and is now leading its transformation.     As a District Operations Coordinator, you’ll be responsible for all operational and administrative activities for company-owned tax offices and may support multiple District General Managers (DGMs) in a matrix management structure. You’ll need a strong ability to deliver...

Overview: Serves as the primary finance and accounting liaison to the assigned WakeMed enterprise. Responsible for managing key financial functions of the enterprise, including financial and capital planning, performance management, productivity, compensation modeling, month-end variance analysis, financial analysis and modeling for new projects and Certificates of Need. Responsible for coordinating and reporting financial results to corporate finance and accounting, as well as the enterprise operational leaders and staff. Functions as the facility benchmarking coordinator for the enterprise. Collaborates with the cost accounting team to update cost accounting assumptions for the enterprise. Participates on leadership committees and process improvement initiatives at the enterprise and the corporate offices. Participates in community events that are planned in the enterprise market as required. Ensures that all reports and projects are within corporate financial standards....

Job Summary :   The Purchased Services & Analytics Contract Coordinator manages the processes and function in support of contracting activities to ensure accurate forecasting for contracts, the execution and administration of contracts and contract change notices and amendments (including any associated data analysis) and determining need for corrective actions when contract operations and performance are not optimal.  Manages contract portfolio, including negotiating contracts for purchased services as well as information technology, and maintains master contract database.  Serves as liaison to Purchased Services value analysis team.  Collaborates with key internal and external stakeholders to maintain purchased services budgetary departmental goals.  Ensures strategic vendor management, negotiating and monitoring to cost effectiveness of purchased services to substantiate decisions in future service selection.  Responsible for enhancing the financial performance of...

Anza MI is a fintech startup using technology and analytics to drive growth & innovation within the US mortgage market. We are an innovative mortgage insurance provider serving mortgage banks, large financial institutions, and mortgage servicers across the nation. We partner with our clients to mitigate risk and enable homeownership through innovative insurance solutions and technology-driven service delivery. As a FinTech-forward organization, we are transforming the mortgage insurance experience through modern integrations, data-driven decisioning, and seamless B2B connectivity with the broader mortgage ecosystem. About the role We are seeking an experienced Technology Product Manager to serve as the strategic and operational bridge between our business units and technology teams. This role drives the vision, development, and delivery of technology products that support the full mortgage lifecycle—from loan origination and underwriting through servicing and...

Our Company: We care about helping people. Our purpose is to provide help and inspire confidence in our clients and communities everywhere. Our associates feel a sense of belonging in an inclusive place with an amazing history and a sharp focus on our future. Our connected culture is who we are and how we work together to achieve our strategies, accelerate our transformation, and achieve extraordinary results. It’s an exciting time to be a part of H&R Block! What you'll do...: As an Operations Admin, you will be r esponsible for providing d istrict (s) operational and hiring support, ordering supplies, and general administrative duties as related to the overall office’s operations.     Day to day you'll …   Provide seasonal hiring support in the H&R Block applicant tracking system and administrative support to the District Operations Coordinator (DOC) supporting the overall district(s) offices   Provide hands on Tax...

Our Company: We care about helping people. Our purpose is to provide help and inspire confidence in our clients and communities everywhere. Our associates feel a sense of belonging in an inclusive place with an amazing history and a sharp focus on our future. Our connected culture is who we are and how we work together to achieve our strategies, accelerate our transformation, and achieve extraordinary results. It’s an exciting time to be a part of H&R Block! What you'll do...: As an Operations Admin, you will be r esponsible for providing d istrict (s) operational and hiring support, ordering supplies, and general administrative duties as related to the overall office’s operations.     Day to day you'll …   Provide seasonal hiring support in the H&R Block applicant tracking system and administrative support to the District Operations Coordinator (DOC) supporting the overall district(s) offices   Provide hands on Tax...

Our Company: We care about helping people. Our purpose is to provide help and inspire confidence in our clients and communities everywhere. Our associates feel a sense of belonging in an inclusive place with an amazing history and a sharp focus on our future. Our connected culture is who we are and how we work together to achieve our strategies, accelerate our transformation, and achieve extraordinary results. It’s an exciting time to be a part of H&R Block! What you'll do...: As an Operations Admin, you will be r esponsible for providing d istrict (s) operational and hiring support, ordering supplies, and general administrative duties as related to the overall office’s operations.     Day to day you'll …   Provide seasonal hiring support in the H&R Block applicant tracking system and administrative support to the District Operations Coordinator (DOC) supporting the overall district(s) offices   Provide hands on Tax...