Description % of Time Spent Provide routine and non standard/complex transaction processing services (e.g., purchases, redemptions, exchanges, transfers, systematic plans, etc.), maintenance services (e.g., change of address, beneficiary, etc.), and new account establishment following defined policies and procedures to mutual fund shareholder accounts. Ensure proper docum

The Firm Founded in 1994, Frontier is a wealth management firm dedicated to building relationships and enriching lives through comprehensive wealth management. Our life centered approach provides our clients with a roadmap to help them live their best life possible. The Frontier family is a team of credentialed professionals who provide our clients customized investment a

Under general supervision of the Assistant Director of Processing and Awarding, the Financial Aid Analyst Student Services Professional IB performs professional student service assistance to students, parents and the general public regarding federal and state financial aid programs at Sacramento State. The incumbent performs thorough review of documentation required for a

Your Future Team Founded in 1994, Frontier is an industry leading wealth management firm dedicated to building relationships and enriching lives through comprehensive wealth management. Our life centered approach provides our clients with a roadmap to living their best life possible. The Frontier family is a team of highly credentialed professionals who provide our client

At Franklin Templeton, we're driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that's

Under the general direction of the Senior Associate Director, the Senior Financial Aid Analyst independently performs moderately complex professional student service work where a wide variety of situations require use of professional judgement in circumstances that warrant a case by case review. The objective of this position is to support the university's enrollment goal