Job Summary: The Treasury Management Representative's responsibilities include maintaining customer reports and related accounting documentation. You will also be assisting the Treasury Management Manager as needed and respond to information requests by clients, bank...
Job Summary The Client Service Manager is responsible for delivering consistent, high quality account management and administration for a portfolio of defined contribution relationships, with the objective of driving long-term satisfaction, client retention, improving...
The Accounts Payable Specialist will be a member of the corporate Accounting & Finance team. The AP Specialist will be responsible for administrative and accounting tasks related to the maintenance and processing of accounts payable transactions. Location:...
Job Summary: The M&A Analyst/Associate position with EdgeCo Holdings is a newly established role that will have direct exposure to EdgeCo’s senior management. The M&A Analyst/Associate will join the corporate deal team and spend the majority of the time on...
Job Summary The Retirement Plan Manager is responsible for delivering consistent, high quality account management and administration for a portfolio of defined contribution relationships, with the objective of driving long-term satisfaction, client retention,...
Job Summary All retirement plans must satisfy annual coverage, non-discrimination, and disclosure requirements on an annual basis. This position is mainly responsible for supporting employer contributions, coverage testing, nondiscrimination testing, and preparing...
Job Summary The Client Service Manager is responsible for delivering consistent, high quality account management and administration for a portfolio of defined contribution relationships, with the objective of driving long-term satisfaction, client retention, improving...
Job Summary FiduciaryxChange, by AmericanTCS, provides complete Fiduciary governance to inspire participants to save for a dignified retirement. This position will be responsible for completing transactions, such as loans, hardship, termination distributions, QDROs,...
Job Summary: FiduciaryxChange, by AmericanTCS, provides complete Fiduciary governance to inspire participants to save for a dignified retirement. The Onboarding Coordinator will be responsible for setting up new clients in the FxC sytems, establishing client folders,...
The Staff Accountant with American Trust is responsible for depositing checks and maintaining a check log, recording bank activity daily, ad hoc invoicing, accurately collecting and applying accounts receivable, expense and accrual review, preparation closing entries...