We are looking for a professional, process driven and organized Accounting Associate to join our team. The role of the Accounting Associate will be part of the Accounting team reporting directly to the Controller of the Firm. Accounting Associate Primary Responsibilities. Ensure the Company pays vendors, including tracking all invoices and payments. responding to vendor inquiries and preparing checks. Ensure the Company receives payments by maint...
The Advisor Advocate position is an internal support/sales role bridging our independent affiliates with our internal Regal service and support team. The Advisor Advocate will provide concierge type support to our 150 affiliates and to assist them in broadening their investment management services. The Advisor Advocate will build relationships to foster loyalty, consistency and low turnover within our Registered Investment Advisory firm and Broke...
The Advisor Advocate position is an internal support/sales role bridging our independent affiliates with our internal Regal service and support team. The Advisor Advocate will provide concierge type support to our 150 affiliates and to assist them in broadening their investment management services. The Advisor Advocate will build relationships to foster loyalty, consistency and low turnover within our Registered Investment Advisory firm and Broke...
