• Responsible for accurate data entry of all bills, invoices, expenses, and deposits
• Issue invoices to customers and record payments
• Prepare accurate payments to ensure that vendors are paid on time
• Prepare credit memos and vendor credits as needed
• Conduct reconciliations to ensure accuracy of accounts
Investment Consultant
Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.
Wealth Planner
The Wealth Planner focuses on driving deeper and meaningful relationships with families by co-creating ongoing, personalized, and comprehensive planning and investment strategies that help achieve their financial goals today, tomorrow, and generations to come.
Financial Consultant
Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies
Front Desk Receptionist
The Front Desk Receptionist plays a crucial role in the daily operations of our clinic. This position requires excellent communication skills, a professional demeanor, and the ability to multitask effectively. The ideal candidate will be personable, proactive, and able to manage a variety of tasks with a positive attitude.
Regional Planning Consultant
Our Financial Planning offices are filled with energy and potential and our Regional Planning Consultants play a vital role in supporting investor center associates by reinforcing the principles of consultative selling.
High Net Worth Service Associate
As a High Net Worth Representative, you will be focused on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million, and therefore have complex service and investment needs.
Financial Consultant
Working in our Investor Center, you will engage face-to-face with your customers, offering mentorship and personalized planning, while helping extend the reach of the firm’s brand.
Warehouse Manager
1. We are looking for a warehouse manager. Salary is negotiable and there is room for promotion.
2. It requires skilled forklift driving skills, experience in leading a team, and ability to adapt to high-intensity work. 3. Have work experience in warehouse picking, tallying, labeling, etc., be able to communicate in basic English, be able to bear hardships and stand hard work, and be able to adapt to overtime work.
EXPORT BOOKING COORDINATOR – WC *
DUTIES/FUNCTIONS AND RESPONSIBILITIES:
– Follow booking procedure to make export bookings out of MWE region
– Check booking routing for MWE region loading when needed