Reception. Answer incoming phone calls and forward to appropriate person or department. Take and deliver messages or transfer calls to voicemail when requested. Greet, assist, and direct all visitors, vendors, and service personnel to location, escort them to appropriate location or notify company personnel of visitor arrival, and offer refreshments. Review, sort and distribute all incoming and/or outgoing mail. prepare outgoing mail and deliver ...
Reception. Answer incoming phone calls and forward to appropriate person or department. Take and deliver messages or transfer calls to voicemail when requested. Greet, assist, and direct all visitors, vendors, and service personnel to location, escort them to appropriate location or notify company personnel of visitor arrival, and offer refreshments. Review, sort and distribute all incoming and/or outgoing mail. prepare outgoing mail and deliver ...
ESSENTIAL DUTIES AND RESPONSIBILITIES. Review and approve new account and related documents, other client related documents and asset movements to ensure they are in compliance with our policies and procedures. Review electronic correspondence via various software systems. Provide information and resolve issues that might occur when working with the Operations and/or the Compliance Departments. Monitor the adherence of internal policies and proce...
ESSENTIAL DUTIES AND RESPONSIBILITIES. Review and approve new account and related documents, other client related documents and asset movements to ensure they are in compliance with our policies and procedures. Review electronic correspondence via various software systems. Provide information and resolve issues that might occur when working with the Operations and/or the Compliance Departments. Monitor the adherence of internal policies and proce...
ESSENTIAL DUTIES AND RESPONSIBILITIES. Maintain daily assigned inventories with regard to position and activity. Research any out of balance trade/system problems. Create managed deals in Ipreo and Bloomberg for pricing day. Send out appropriate wires during and after pricing date. Distribute and post to sales all pre-deal documents via Bloomberg and internal e-mail. Maintain and report all competitive deal results to accounting and trading desk....
ESSENTIAL DUTIES AND RESPONSIBILITIES. Maintain daily assigned inventories with regard to position and activity. Research any out of balance trade/system problems. Create managed deals in Ipreo and Bloomberg for pricing day. Send out appropriate wires during and after pricing date. Distribute and post to sales all pre-deal documents via Bloomberg and internal e-mail. Maintain and report all competitive deal results to accounting and trading desk....
ESSENTIAL DUTIES AND RESPONSIBILITIES. Respond to client telephone calls and email messages, answering questions and providing customer service. Process and issue Certificates of Insurance and Auto ID cards. Assist account manager in processing invoices and other accounting tasks. Assist account manager in maintaining client statements of value. Assist with obtaining COPE data, loss data, and values for newly acquired properties, autos, and other...
SUMMARY. Title. Reservoir Engineer. Group. Energy – Acquisitions & Divestitures. Location. Dallas. ABOUT STEPHENS. Founded in 1933, Stephens is an independent financial services firm with the freedom to focus on what matters most : building value for our clients. We are committed to establishing and maintaining long-term relationships based on integrity and trust, and delivering long-term results based on deep research and independent thinking. O...
ESSENTIAL DUTIES AND RESPONSIBILITIES. Maintain Stephens aircraft to airworthiness standards set by the FAA. Supervise Maintenance personnel. Direct the scheduling and timely completion of major inspections, repairs, modifications, and preventative maintenance of Stephens aircraft and ensure the quality of work is to the standards of the current FAR’s. Oversee the computer tracking system of all aircraft maintenance, documentation and records as ...
ESSENTIAL DUTIES AND RESPONSIBILITIES. Associates have a broad array of responsibilities that are executed alongside our veteran bankers, as well as, the senior management teams of our clients. These tasks include. Playing key roles in the transaction execution process. Detailed financial statement modeling, extensive valuation and pricing analyses. Creating confidential memoranda, management presentations, marketing pitches and other presentatio...
