• 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
Analyst – Cost *
This position will coordinate with vendors, law firms and Legal department staff to understand business
requirements and develop application solutions aligned with those requirements. Responsibilities will
include, but are not limited to:
Lead Specialist – Application Support *
Our team is looking for an experienced and motivated Application Support Specialist. You will be responsible for the administration and support for multiple enterprise-level platforms. You will be working with business and technical teams as the primary support contact for multiple applications. Additionally, you will be responsible for system problem analysis and issue resolution. You will also have the opportunity to make a positive impact on the organization by identifying process improvements and enhancing existing processes through automation.
Sr Specialist – IT Apps Development *
Summary: Energy Transfer is looking for an experienced application developer to assist with custom application development and Integration. Energy Transfer primarily leverages modern technologies in the support of line-of-business applications for our Interstate and Intrastate Natural Gas business users.
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.