Browse Career Research in Accounting & Finance
Accounting & Finance Career Research
University of Delaware
Remodeled department-based information management system with queried data processor to facilitate the review of student admission applications; Coordinated and conducted outreach from Admission Committee to prospective students via email reminders and direct calling;Assisted faculty members in setting up teaching facilities and preparing teaching materials;Facilitated faculty recruitment committee with the idea of making c...
Avg. Salary: $37,500 · Company Rank: Not Available
HSBC
Performed account maintenance operations through internal information system with daily updates;Maintained relationship with audit firms and verified audit confirmation letters;Delivered follow-ups with corporate account holders with call backs
Avg. Salary: $37,500 · Company Rank: Not Available
Western & Southern Financial Group
Provide middle income market with life, health, and disability insurance offerings, in addition to retirement savings and wealth transfer products. Forge new business through personal networking, referrals, cold calling, and maximizing existing relationships. Construct highly personalized investment plans to address individual financial concerns. Target small business market with retirement plans and supplemental benefit pr...
Avg. Salary: $50,000 · Company Rank: Not Available
Waddell & Reed
Collaborated with clients to identify overall goals and principles, and customized exhaustive plans accordingly. Analyzed various risk factors to create and manage client portfolios, in order to achieve financial objectives. Developed and implemented customized personal financial plans to individuals and business owners.
Avg. Salary: $50,000 · Company Rank: Not Available
Merrill Lynch
Crafted and executed precise financial strategies for individuals and business owners. Expertly dispensed financial services and products to high-income clientele. Built profiles based upon investment goals.
Avg. Salary: $50,000 · Company Rank: Not Available
Healthj Connections
ACCOUNTS : RECEIVVABLES, PAYABLES, PAYROLL, MONTHLY CLOSING WHICH REQUIRES JOURNAL ENTRIES.
Avg. Salary: $60,000 · Company Rank: Not Available
RJB Financial Services
Sold long-term care, life insurance, investment, and annuity offerings, while carefully monitoring accounts.
Avg. Salary: $50,000 · Company Rank: Not Available
Bankers Life and Casualty
Represented needs of prominent senior market, with sale of long-term care, life, and health insurance plans, as well as annuity products.
Avg. Salary: $50,000 · Company Rank: Not Available
Banc One Securities
Oversaw $15M in individual and business investment accounts for 2 major banking centers. Formulated and conducted comprehensive annual reviews with consumers to ensure complete satisfaction. Liaised with relationship bankers to investigate and determine most profitable solutions for key clients. Trained and mentored banking team on available product offerings and lucrative sales techniques.
Avg. Salary: $50,000 · Company Rank: Not Available
Bank One, NA
Handled sales of treasury management products to small businesses earning less than $5M annually. Consulted with sales managers to identify suitable treasury management options for clients and potential consumers. Instructed relationship managers on all aspects of treasury management products and available services. Developed and pitched sales presentations to prospective decision-makers to attract and retain business. Mana...
Avg. Salary: $50,000 · Company Rank: Not Available
