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TriSure, an Alera Group Company is seeking a Staff Accountant to join their team. Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact? Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success. If that is what you're looking for, this is your chance to be part of an amazing organization! Since our founding in 1999, we've been providing the highest level of client service with honesty and financial integrity. We are a... more ->
As a State and Local Manager, responsibilities include technical review of complex state and local returns. Displaying the ability to efficiently take tasks from beginning to end, providing recommendations for improving client results, and applying creative tax ideas to enhance client development and growth while managing multiple client engagements in various industries and delivering exceptional client service. Responsibilities Research state tax issues, including Nexus determinations, taxability analyses, and quantification of potential liabilities. Review state and local tax returns and... more ->
The Senior Manager, Financial Planning and Analysis (FP&A) is responsible for directing the development of financial strategies, providing insightful financial review and guidance, and proactively identifying and resolving business issues. The Senior Manager will work cross-functionally to ensure efficient business processes, strong operational results, and profitability. The senior manager will drive business performance by preparing various financial models and ROIs in partnership with Business. Develops and executes a 2-3-year business plan ensuring alignment with the overall corporate... more ->
Description Location: This position is located at our Dublin, OH campus with hybrid flexibility. Who we are Founded in 1999 and headquartered in Central Ohio, we're a privately-owned, independent healthcare navigation organization. We believe that no one should have to navigate the cost and complexity of healthcare alone, and we're on a mission to make healthcare simpler and more effective for our millions of members. Our big-hearted, tech-savvy team fights to ensure that our members get the care they need, when they need it, at the most affordable cost - that's why we call ourselves... more ->
Overview: This position provides client support for brokerage products, services, and accounts. Answers inquiries, resolves issues, and assists clients with requests. Executes trading instructions on various security classes. Facilitates the daily workflow by executing trading instructions and maintaining department documentation. Maintains knowledge of offered brokerage products, services, and available resources in order to provide comprehensive client support. Responsibilities: Client Service - Receives, researches, and resolves client inquiries and concerns. Addresses trading questions as... more ->
A successful Universal Banker is versatile, flexible, and talented. You are the associate that can do almost anything within the banking center. You'll process transactions, handle accounts, and seek sales opportunities. You will be trained to educate clients on our products, services, and benefits. This position is a great one if you value teamwork, a fast-paced environment, and an ideal job to grow a career in banking! Key Responsibilities Include Collaborate with team members to provide outstanding customer service Process financial transactions for clients Work with clients to open and... more ->
Location: On site, Brentwood, TN Summary The Business Banking Relationship Manager is a mid-level banker role responsible for developing, managing, and expanding business relationships for a portfolio of small to midsized businesses. Provides a full range of banking services to small businesses and manages the more complex accounts. Key Responsibilities Include Makes retention and business development calls on existing and potential new customers. Develops new customer prospects and business for the Bank. Maintains prospect lists and business pipeline. As needed, interview applicants,... more ->
Overview: A Financial Services Representative (FSR) supports sales and service delivery in the branch. The FSR builds and expands banking relationships through proactive customer outreach and customer service requests. This position is responsible for opening deposit accounts and related banking services and lending (including consumer real estate secured); as well as identifying and referring sales opportunities to the appropriate bank partner. Qualities of a successful candidate: Sales Outreach: Self-starter that is disciplined enough to manage daily calling activity to achieve required... more ->