Aviva - West Des Moines, IA
PURPOSE:ACCOUNTABILITIES:Administration and Operations Support:New Business legal support for company wide administration systems... processes on life and annuity new business.developing nexus and residency requirements for all sales.Underwriting legal support of insurable...
Wells Fargo - West Des Moines, IA
, and loan servicing. Ensures compliance with Wells Fargo, investor, legal, regulatory or business policies. Responsible for hiring, coaching... Business or related field preferred * Training skills. * Mortgage servicing experience. * Tax servicing experience a PLUS. * Knowledge of MSP is a plus...
Private Client Advisor-Wealth Managment Group
Bank of the West - West Des Moines, IA
, Credit or Other relevant products, in connection with client's tax, legal, and estate planning professionals. 4. Expands client portfolio through... referrals to Trust Officers, Portfolio Managers, BWIS Representatives, Real Estate, Tax and Estate Officers. 5. Responsible for following up...
Private Client Advisor-Wealth Managment Group
, Credit or Other relevant products, in connection with client's tax, legal, and estate planning professionals. 4. Expands client portfolio through... referrals to Trust Officers, Portfolio Managers, BWIS Representatives, Real Estate, Tax and Estate Officers. 5. Responsible for following up...
Private Client Advisor-Wealth Managment Group
, Credit or Other relevant products, in connection with client's tax, legal, and estate planning professionals. 4. Expands client portfolio through... referrals to Trust Officers, Portfolio Managers, BWIS Representatives, Real Estate, Tax and Estate Officers. 5. Responsible for following up...
Private Client Advisor-Wealth Managment Group
Bank of the West - West Des Moines, IA
, Credit or Other relevant products, in connection with client's tax, legal, and estate planning professionals. 4. Expands client portfolio through... referrals to Trust Officers, Portfolio Managers, BWIS Representatives, Real Estate, Tax and Estate Officers. 5. Responsible for following up...
, and loan servicing. Ensures compliance with Wells Fargo, investor, legal, regulatory or business policies. Responsible for hiring, coaching... Business or related field preferred * Training skills. * Mortgage servicing experience. * Tax servicing experience a PLUS. * Knowledge of MSP...
Sr. Underwriter Consultant/Lead
and advances technical knowledge of financial and legal aspects of risk selection. This includes Aviva products, business concepts, tax planning...
Sr. Life Underwriter-Consultant
Aviva USA - West Des Moines, IA
and advances technical knowledge of financial and legal aspects of risk selection This includes Aviva products, business concepts, tax planning... applications. Ensures that underwriting decisions are made within departmental and corporate guidelines, and conform to industry and legal standards...
technical knowledge of financial and legal aspects of risk selection This includes Aviva products, business concepts, tax planning, suitability... guidelines, and conform to industry and legal standards ACCOUNTABILITIES: Performs initial review and work up of life new business applications...
Aviva USA - West Des Moines, IA
, while weighing company philosophy, compliance, business risks, tax and legal ramifications and administrative costs. Participates in the establishment... provisions and any related legal or tax implications. Aviva is an Equal Opportunity Employer. We do not discriminate on the basis of race, color...
, compliance, business risks, tax and legal ramifications and administrative costs. Participates in the establishment of the Agency Services department... legal or tax implications. Aviva is an Equal Opportunity Employer. We do not discriminate on the basis of race, color, religion, sex, national...
. Consults with and provides technical support (e.g., tax advice) to the Legal and Compliance Departments. Provides field support by using Aviva USA... Continuation Planning 3) Retirement Planning 4) Tax Planning and 5) Charitable Giving ACCOUNTABILITIES:ยท Provides technical and informational support...