brokerage assistant jobs in North Carolina

About this role:Wells Fargo is seeking a Brokerage Client Assistant - RCAST & Registered as part of the Remote Client Associate Support Team (RCAST) in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargojobs.com.In this role you will:* Support Financial Advisory team and their clients by providing account...

OverviewThis position provides operational and trading support to financial planning associates and clients. Facilitates high service standards by ensuring efficient daily operations. Answers client calls for operational inquiries or account requests. Responsible for compliance documentation and filing. Processes paperwork in an accurate, timely fashion. Maintains knowledge of the Bank's...

The OpportunityAs a Regional Brokerage Director, you will be responsible for building and growing the MMFA brokerage business within an assigned region. This role focuses on expanding brokerage penetration in new markets and driving sales growth in existing markets through Life, Disability Income (DI), Long-Term Care (LTC) solutions, and Fixed Annuities.The TeamThis team works with experienced...

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GFC Investigator (Brokerage - AML/Fraud)Phoenix, Arizona;Pennington, New Jersey; Plano, Texas; Dallas, Texas; Tampa, Florida; Jersey City, New Jersey; Chicago, Illinois; ,To proceed with your application, you must be at least 18 years of age.AcknowledgeRefer a friendTo proceed with your application, you must be at least 18 years of age.Acknowledge...

The Customs House Brokerage Entry Writer is responsible for supporting all aspects of the daily operations of customs house brokerage for DACHSER USA's Air & Sea Logistics division. - Submits timely CHB entries/ classification/handling OGA's and provides dispatch assistance. - Monitors and pays statements as directed by the Import Manager. - Maintains communications and provides customer service...

Accelerate your career at RXO RXO is a leading provider of transportation solutions. With cutting‑edge technology at the center, we’re revolutionizing the industry with our massive network and commitment to finding solutions for every challenge. We create more efficient ways for shippers and carriers to transport goods across North America. Compensation for this role is $100,000-125,000. The...

GHY International is a customs and trade services group designed to assist importers and exporters in trading throughout the world markets. Founded in 1901, GHY is one of Canada's oldest brokerage companies and has offices in Toronto, Emerson, Winnipeg, Calgary, Vancouver, North Dakota, and South Carolina. GHY's structure is designed around providing sustainable corporate growth, strong client...

Description Build Your Career with Ashley Title: Brokerage Manager Location: Charlotte, NC What will you do? The Brokerage Manager drives topline revenue growth by managing customer and carrier relationships within the truckload marketplace. This role is pivotal in ensuring the quality of our sales processes and aligning our operations with strategic business needs. Key...

Foundry Commercial was created to be a different kind of real estate company. Our motto – “It’s Personal” – rings true in everything we do… we value authentic human experiences. At Foundry Commercial, there is a strong sense of community. From wellness fairs to ugly Christmas sweater parties to company fundraisers, Foundry associates lean in to support one other and the causes that are important...

Regional Brokerage DirectorJoin to apply for the Regional Brokerage Director role at MassMutual.OverviewAs a Regional Brokerage Director, you will be responsible for building and growing the MMFA brokerage business within an assigned region. This role focuses on expanding brokerage penetration in new markets and driving sales growth in existing markets through Life, Disability Income (DI),...

Job SummaryThe Brokerage Trading Analyst supports trade orders in the market and evaluates market volatility to assist clients. This role evaluates information related to financial markets and assesses market risk to guide client purchasing decisions, maintaining a relationship with clients to ensure trading aligns with their investment objectives.Key Responsibilities and DutiesAnalyzes companies...

DescriptionLocation: On site in Memphis, TN, Charlotte, NC, Raleigh, NC, Tampa, FL, Miami, FL, Lafayette, LA, New Orleans, LA, Dallas, TX.Summary:The Administrative Assistant receives direction from assigned management personnel. The incumbent in this position schedules appointments, greets visitors, gives information to callers and otherwise relieves officials of clerical work and minor...

SummaryMichael Jay Raymond is an independent Wealth Advisor of Thrivent Financial. We take a broad-based approach to helping our clients achieve multiple financial goals. His practice helps our clients analyze their current situation, develop in-depth financial programs, and help them implement an integrated financial strategy.The Senior Administrative Assistant will provide high level support to...

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part...

DescriptionLocation: On site in Memphis, TN, Charlotte, NC, Raleigh, NC, Tampa, FL, Miami, FL, Lafayette, LA, New Orleans, LA, Dallas, TX.Summary:The Administrative Assistant receives direction from assigned management personnel. The incumbent in this position schedules appointments, greets visitors, gives information to callers and otherwise relieves officials of clerical work and minor...

SummaryMichael Jay Raymond is an independent Wealth Advisor of Thrivent Financial. We take a broad-based approach to helping our clients achieve multiple financial goals. His practice helps our clients analyze their current situation, develop in-depth financial programs, and help them implement an integrated financial strategy.The Senior Administrative Assistant will provide high level support to...

Location: On site at location listed in job posting. Summary: Do you want to help people in one of the biggest purchases of their lives? Being a mortgage loan officer is a meaningful role for you to assist both first-time and seasoned homebuyers with real estate transactions. This role puts you in the driver's seat to build a great team and establish good rapport with new and existing clients in...

Location: On site at location listed in job posting. Summary: Do you want to help people in one of the biggest purchases of their lives? Being a mortgage loan officer is a meaningful role for you to assist both first-time and seasoned homebuyers with real estate transactions. This role puts you in the driver's seat to build a great team and establish good rapport with new and existing clients in...

Location: Onsite in Raleigh, NC Summary The objective is to monitor the overall quality of loans with regard to originations and to assure our employees are in compliance with company policies and investor and mortgage insurer requirements, including requirements of HUD, VA, Rural Housing, Freddie Mac, and Fannie Mae. The primary purpose of the job is to conduct random, targeted, and...