Financial Specialist Career Research and Resources
DFAS
Senior military assistant & Deputy Director for retired military and annuitant pay
Avg. Salary: $112,500 · Company Rank: Not Available
Equiprime Mortgage Company
Assistant Loan Officer. Responsibilities and achievements coincide with one another. Please see below:
Avg. Salary: $100,000 · Company Rank: 3.0 out of 5
Merchant Services
•Ability to work in a high pressured environment while maintaining a professional, focused,multi-tasked, and entrepreneurial outlook. •Providing exceptional customer service. •Maintaining excellent organizational, analytical, and influencing skills. •Overall enhancing product knowledge and exceeding sales quotas.
Avg. Salary: $100,000 · Company Rank: Not Available
Holiday Cleaners
Help with managing the facility, operations,and efficiency to produce excellent service.
Avg. Salary: $100,000 · Company Rank: 4.0 out of 5
Bank of New York/Mellon
Assisted in the development and implementation of system testing in order to upgrade system processes to ensure compliance with new IRS/state regulations (including CBR). Served as team leader on special projects throughout the year, with additional autonomy during tax season. Developed a rapport with clients, management and interoffice personnel in order to provide the highest level of client service possible. C...
Avg. Salary: $53,721 · Company Rank: 4.0 out of 5
Bank of New York/Mellon
Administered all financial requests from clients, advisors, brokers, and other delegated representatives. Interacted with internal and external brokers to resolve account discrepancies as they arose. Reconciled accounts with issues such as corporate actions, cash management, foreign exchange, and daily trading.
Avg. Salary: $53,721 · Company Rank: Not Available
J & E Tax Services
Developed industry and technical expertise in assurance and business advisory areas through written reports and management presentations. Formed and managed multiple relationships with various vendors and county officials
Avg. Salary: $53,721 · Company Rank: Not Available
Neuberger Berman Trust Company
Administered all financial requests from clients, advisors, brokers, and other delegated representatives. Ensured all clients were in full compliance with the Bank Secrecy Act and Patriot Act reporting requirements. Heavy client contact; communicated directly with clients as necessary. Facilitated the transfer of securities by using computer to computer cross network software such as ACAT.
Avg. Salary: $53,721 · Company Rank: Not Available
United States Trust Company of New York
Monitored and administered account activities on a daily basis for over 300 clients, including cash flows, bond maturities, and margin requirements for SVP, VP, and AVP. Opened new accounts and processed account change requests on UST internal database/systems. Facilitated the transfer of securities by using computer to computer cross network software such as DTC. Responsible for all option trading and settlement...
Avg. Salary: $53,721 · Company Rank: Not Available
JP Morgan Chase
Acquire, retain and deepen customers’ relationships. Work with clients face to face and on the phone to discover their financial needs and provide product and service recommendations. Create an outstanding customer experience. Strive to meet and exceed sales objectives, contributing to the success of the firm.
Avg. Salary: $70,000 · Company Rank: Not Available
