Margin Clerk Ii Job Description Sample
Bb&T Securities Margin Specialist
Specific information related to the position is outlined below. To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information.
Should you have a disability and need assistance with the application process, please request a reasonable accommodation by emailing BB&T Accessibility or by calling 866-362-6451. This email inbox is monitored for reasonable accommodation requests only. Any other correspondence will not receive a response.
Regular or Temporary:
Language Fluency: English (Required)
1st shift (United States of America)
Please review the following job description:
Responsible for monitoring the status of client accounts to ensure they are operating within the industry rules and regulations for margin and debit collection. Responsible for protecting the firm from inherent risks from securities transactions. Responsible for reviewing and completing transaction requests such as wires, internal account transfers, and all distributions to a third party.
Essential Duties and Responsibilities:
The following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which
are not mentioned below. Specific activities may change from time to time.
1.Ensure that margin criteria are met by:
a. Monitoring account activity;
b. Reviewing reports;
c. Performing calculations;
d. Comparing margin accounts to regulatory requirements;
e. Issuing margin call letters to clients and notifications to financial advisors and client service associates;
f. Following up on margin calls to ensure they are covered by the deadline; and
g. Processing sellouts for unresolved margin calls.
2.Track and follow up on all trade and miscellaneous debits by:
a. Reviewing reports;
b. Identifying the source of the debit;
c. Notifying financial advisors and client service associates;
d. Following up on debits to ensure they are covered by the deadline; and
e. Processing sellouts and write offs for unresolved debits.
3.Review cash and security transfers, third party check requests and all wire transfers for accuracy and documentation. Scan
documentation into our image repository system.
4.Act as the primary backup for the Automated Customer Account Transfer (ACAT) department.
5.Assist financial advisors and client service associates by researching and responding to inquiries and requests for information.
Required Skills and Competencies:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations
may be made to enable individuals with disabilities to perform the essential functions.
1.Associate's degree in a business-related field or equivalent education and related training/experience
2.Strong mathematical skills
3.Effective verbal and written communication skills
4.Strong organizational skills and attention to detail
5.Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
6.Ability to travel, occasionally overnight
1.One year of brokerage industry experience
BB&T is an Equal Opportunity Employer and considers all qualified applicants regardless of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law.
EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify
Accounting Supervisor, US Gross Margin
Lead and develop the Gross Margin team through supervision of the accurate and timely reporting of gross margin using the retail method of inventory accounting. Review irregularities daily and perform in-depth analysis of the components of inventory costing.
Collaborate with finance, merchandising, supply chain, and store associates to research, identify, and resolve issues timely related to IMU and markdowns.
Develop an understanding of the aspects of retail accounting and related software systems as related to The Home Depot.
MAJOR TASKS, RESPONSIBILITES AND KEY ACCOUNTABILITIES
Analyzes income and balance sheet statements, consolidated statements and other accounting statements and reports.
May Assign work to subordinate Accountanting staff, Bookkeepers, Accouning Clerks and other associates engaged in general accounting activities.
Reviews and verifies the accuracy of journal entries and accounting classifications assigned to various records.
Applies Generally Accepted Accouting Principles and develops or recommends accouning methods and procedures.
Assures that all assigned projects adhere to accepted professional standards.
Recommends changes in accounting methods or procedures.
Selects, develops, directs and motivates assigned staff.
Manages projects from beginning to end.
NATURE AND SCOPE
Typically reports to Manager Accounting
Accountable for direct supervision of the work activities of others. In addition to personnel issues -- including selection, termination, performance appraisal and professional development of subordinates.
ENVIRONMENTAL JOB REQUIREMENTS
Located in a comfortable indoor area. Any unpleasant conditions would be infrequent and not objectionable.
Typically requires overnight travel less than 10% of the time.
Must be eighteen years of age or older.
Must be legally permitted to work in the United States.
The knowledge, skills and abilities typically acquired through the completion of a bachelor's degree program or equivalent degree in a field of study related to the job.
Years of Relevant Work Experience: 3 years
Frequent periods are spent standing or sitting in the same location with some opportunity to move about; occasionally there may be a need to stoop or lift light objects (typically less than 8 pounds).
Certified Public Accountant
Experience with Microsoft Access and SQL
Knowledge, Skills, Abilities and Competencies:
Written and Verbal communications skills
Computer application skills such as Excel, Access, General Ledger, etc
Must be able to multi-task and balance multiple high priority tasks.
Analyst, Margin Mgt
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Advisor - Buy Margin Accounting
What General Accounting contributes to Cardinal Health
General Accounting is responsible for maintaining the financial books and records and preparing financial statements in accordance with accounting standards.
What is expected of you and others at this level
Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects
May contribute to the development of policies and procedures
Works on complex projects of large scope
Develops technical solutions to a wide range of difficult problems. Solutions are innovative and consistent with organization objectives
Completes work independently receives general guidance on new projects
Work reviewed for purpose of meeting objectives
May act as a mentor to less experienced colleagues
Accountabilities in this Role
Month-end close processes and financial analysis of Buy Margin
Completes monthly balance sheet reconciliations
Research and resolve variances
Collaborate with business partners in Audit, FP&A, Treasury, Tax, etc.
Maintain SOP's for Buy Margin area
Ensure compliance with Buy Margin SOX requirements
Other duties as needed
- Bachelors degree in related field, or equivalent work experience
- CPA preferred
Manager Margin Assurance
We are excited that you are interested in employment opportunities at Birch!
Our preferred format for expressing interest in our open positions is via our online profile submission portal.
Submitting a profile along with your resume helps to speed the hiring process and places you in our system so that we can consider you for future opportunities as well
Please review our current openings for a full listing of available opportunities. You can search for current openings by title and location and submit a profile to express an interest in these opportunities.
Essential Duties and Responsibilities include the following: (Other duties may be assigned.)
Vendor cost analysis, revenue accuracy accountability, customer and product margin analysis and management
Institutionalizing best practices and automation improving margin assurance objectives, and partnering with cross-functional teams
Complete carrier and supplier bill analysis including payment, dispute and resolution process
Complete Access Product Set Revenue/Cost/Margin Review
Complete analysis of and maintain audit system integrity
Coordinate and manage margin assurance projects to completion
Develop and provide communication of ILEC purchasing and pricing
Corporate and other supporting documentation of vendor invoice and audit processes system controls
Provides above average level of customer service to all customers (internal and external)
Manage, mentor and develop Margin Assurance Analysts
Excellent spreadsheet and database analysis skills
Excellent communication skills (verbal and written)
Strong interpersonal, time management, and analytical skills
Excellent Problem solving skills
Ability to meet critical deadlines
General Knowledge of telecommunications services, products and related tariffs
Demonstrates professional understanding of system and database design
- Bachelor's Degree
- 4-5 years' experience in telecommunications services company with special emphasis related to
analysis of vendor and/or end user rates and charges and general familiarity with telecommunications services and products (wholesale/retail) preferred
- 1-2 years' previous management/supervisory experience
- 3+ years' financial experience
- 1-2 years' computer experience (MS office products, SQL, database, etc.)
MMA2 - Manager Margin Assurance 2
Atlanta Operations Center
Revenue And Margin Analyst
Revenue and Margin Analyst
Partners with the businesses to ensure that the capital strategies are operationally supported and strategically focused to secure the greatest return on investment for the global company. Gathers financial data and performs financial analyses and reporting (e.g., profit & loss, balance sheet, cash flow, pricing, etc.) to influence decisions within the business and to drive cross-business initiatives (e.g., Mergers & Acquisitions).
Drives the forecasting process (weekly, monthly, and long term) by analyzing trends within the businesses and ensuring alignment with business- and corporate-wide objectives. Communicates and drives adherence to Generally Accepted Accounting Principles (GAAP) and the organization's financial goals and policies. Has the fiduciary responsibility to represent financial results correctly both internally and externally. Ensures strong business controls.
Provides complex and occasionally highly complex financial analysis for a financial function or a business, typically exercising a strong understanding of the business to determine the best method for achieving objectives.
Consults with business leaders to guide and influence strategic decision-making within a broad scope.
Forecasts financial results within a broad scope.
Leads business initiatives, typically leading analysts across multiple sub-functions within finance.
Identifies opportunities for process improvement and policy development and engages in the design.
Represents the business unit during cross-regional or cross- functional planning processes.
Provides mentoring and guidance to analysts.
Education and Experience Required:
First level university degree with a focus in business or economics; advanced degree or accounting certification (e.g., CPA, MBA) preferred.
6+ years of experience as a financial analyst.
Typically experienced in more than one finance function.
Knowledge and Skills:
Excellent understanding of accounting principles and financial analysis, with advanced knowledge in one area.
Excellent analytical skills.
Excellent business application skills (e.g., Microsoft Excel).
Excellent communication and influencing skills.
Superior teamwork skills
Strong business acumen.
Good project management skills.
Hewlett Packard Enterprise is EEO F/M/Protected Veteran/ Individual with Disabilities.
HPE will comply with all applicable laws related to the use of arrest and conviction records, including the San Francisco Fair Chance Ordinance and similar laws and will consider for employment qualified applicants with criminal histories.
Operations Engineering - Margin - Business Application Development Engineer
MORE ABOUT THIS JOB
What We Do
At Goldman Sachs, our Engineers don't just make things – we make things possible. Change the world by connecting people and capital with ideas. Solve the most challenging and pressing engineering problems for our clients. Join our engineering teams that build massively scalable software and systems, architect low latency infrastructure solutions, proactively guard against cyber threats, and leverage machine learning alongside financial engineering to continuously turn data into action. Create new businesses, transform finance, and explore a world of opportunity at the speed of markets.
Engineering, which is comprised of our Technology Division and global strategists groups, is at the critical center of our business, and our dynamic environment requires innovative strategic thinking and immediate, real solutions. Want to push the limit of digital possibilities? Start here.
Who We Look For
Goldman Sachs Engineers are innovators and problem-solvers, building solutions in risk management, big data, mobile and more. We look for creative collaborators who evolve, adapt to change and thrive in a fast-paced global environment.
RESPONSIBILITIES AND QUALIFICATIONS
JOB SUMMARY & RESPONSIBILITIES
A wide variety of projects are active and we have a long pipeline of proposed business solutions
The primary role of the candidate is to design, develop, and support one or more components of the Margin Platform
The candidate is expected to participate in the entire software development life cycle from definition of requirements through deployment and support
The successful candidate will work closely with IT peers and Operations professionals to define behaviour, services, and interfaces for the tools under development
The candidate is expected to work closely with colleagues and users in other regions
Core Java development experience (solid understanding of Core Java concepts and Design Patterns)
RDBMS experience (Sybase or DB2 preferred - able to write and analyze complex queries with multi-table joins and aggregate functions)
Strong communication skills
Must be a self-starter
Unix environment working experience
RESTful web services
Financial market knowledge
Graph Database Experience
Big data technology stack
ABOUT GOLDMAN SACHS
The Goldman Sachs Group, Inc. is a leading global investment banking, securities and investment management firm that provides a wide range of financial services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. Founded in 1869, the firm is headquartered in New York and maintains offices in all major financial centers around the world.© The Goldman Sachs Group, Inc., 2018. All rights reserved Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Vet.
Legal Clerk II (Sr-12)
Recruitment No. 1718-010 Open Competitive
Open: Includes all interested individuals including members of the general public
Eligible lists may be used for temporary and permanent vacancies for the class of work during the lifeof the eligible list. Temporary appointments may lead to conversion to permanent employment.
Performs a wide variety of legal clerical work in support of staff attorneys to include preparing, checking, and processing legal forms, documents, and related materials, locating and abstracting information from legal files and records, and gathering and organizing relevant material for use in legal proceedings; and performs other related duties as required.
Minimum Qualification Requirements
Applicants must meet all the requirements for the position they are seeking as of the filing date of their application, unless otherwise specified.
Please note that unless specifically indicated, the required education and experience may not be gained concurrently. Your possession of the required amount of experience will not in itself be accepted as proof of your qualification for the position. Overall paid or unpaid experience must be of such scope and responsibility as to conclusively demonstrate that you have the ability to perform the duties of the position.
Note: Calculation of experience is based on full-time, 40-hour work weeks.
Part-time experience must be pro-rated. Example: Twelve months of experience at 20 hours per week is equivalent to six months of experience. In addition, hours worked in excess of 40 hours per week will not be credited. Example: Twelve months of experience at 60 hours per week is equivalent to one year, not one and one-half years.
Training and Experience: A combination of education and experience substantially equivalent to graduation from high school, andtwo years of legal clerical work experience involving the preparation, typing and processing of a variety of legal forms and documents which required knowledge of common legal terminology, procedures, practices, forms and documents.
License Requirement: None
Knowledge of: legal terminology; form, content and use of legal documents; legal processes and procedures; the various types of court actions and associated processes; filing methods and systems; grammar, spelling and word usage; law office practices and procedures.
Ability to: prepare and process standard forms needed for specific legal actions; locate and abstract data from legal files and records; establish and maintain case files and systems of legal records; operate computer equipment to input, verify, update and extract data from information systems; provide information to defendants, witnesses, attorneys, court personnel, and the general public; explain legal processes, procedures and/or departmental policies; work within constant time constraints and deadlines; type at a rate of 40 net words per minute; as applicable to specific positions, take dictation at a rate of 80 words per minute and transcribe notes accurately; deal effectively with employees, attorneys, court personnel and the public.
Health and Physical Condition: Persons seeking appointment to positions in this class must meet the health and physical condition standards deemed necessary and proper for performance of the duties.
Additional Job Information
Required Forms and Documentation:
Copy of your high school diploma or equivalent
Evidence of education (degree or transcript). A legible photo copy of an official transcript will be accepted. DHR reserves the right to request an official copy if substituting education for experience.
SUBSTITUTION OF EDUCATION FOR EXPERIENCE
Successful completion of a substantially full-time legal secretary curriculum of one semester leading to a certificate at an accredited community college, business or technical school which included courses in legal documents preparation, legal terminology, and legal office practices and procedures may be substituted for six (6) months of the specialized experience.
Successful completion of a substantially full-time legal assistant/paralegal curriculum at an accredited community college, business or technical school may be substituted for the Specialized experience on the basis of fifteen (15) semester credit hours of satisfactorily completed course work for six (6) months of experience, up to a maximum of two (2) years.
NOTE: Transcripts downloaded from the internet are NOT acceptable.
Copy of your high school diploma and/oreducation degree or transcripts MUST be submitted in order to be given credit. Copies will not be returned. Mail or drop off:
Department of Human Resources, 4444 Rice Street, Suite 140, Lihue,HI 96766 or email at firstname.lastname@example.org within 7 calendar days from filing this application. Office hours are Monday through Friday (except holidays) from 7:45 a.m. to 4:30 p.m.
Examination:The examination will consist of a training and experience evaluation based on the applicant's education and experience as presented in the application. Be certain to list all pertinent training and experience, as this may be important in determining your examination score. It is essential that the applicant describe fully the duties and responsibilities of each position held, specify the date of each position held (from and to, month and year), and indicate the number of hours worked per week.
For further information about Equal Employment Opportunity, the Merit Civil Service System, Citizenship and other requirements, Reasonable Accommodation, Veterans Preference, Examination Requirements, and the Internal Complaint and Merit Appeals Board Processes please visit our website at www.kauai.gov.
NOTE: Persons selected for employment will be required to pass a suitability background investigation which may include, but not limited to, an oral interview, reference check, drug screening, pre-employment medical exam, psychological assessment, polygraph test, as applicable to the position to their employment.
This position provides a variety of clerical duties in a team environment. Working under the supervision of a manager or team, this role will perform essential job duties and functions as assigned. Part-time position with 20 hour work weeks from Monday through Thursday.
Provide general administrative support including meeting coordination, event planning, and support services
Assist in developing reports, presentations, spreadsheets, and email
Perform tasks on standard office equipment such as personal computers, copiers, scanners, and shredders
Support activities between departments, disciplines, and outside representatives for the purposes of improving work flow
Maintain compliance with all applicable policies, procedures, and global standards
Other duties as assigned
High School Diploma or equivalent appropriate General Certificates of Secondary Education or global equivalent preferred
Basic computer and software skills
Basic oral and written communication skills
Data Entry Clerk II - Wi/Mn
Position Overview: (Major Functions and Non-Essential Functions):
Receives reviews, enters, and updates data in systems such as, billing, payment processing, patient registry or other system(s) applicable to the work area. Responsible for maintaining databases. Responsible and accountable for entering data into system(s) providing follow through on disposition of raw data. Performs price calculations in
order to appropriately charge for selected fees and services. Monitors revenue and charge capture mechanisms to ensure appropriate billing. Appropriately applies financial payment and contractual adjustment transactions to patient accounts. Makes appropriate decisions to determine correct usage of ANSI codes to assist with prompt
collections for rejected claims. Works independently with little need for direction, able to make independent decisions related to issues that arise. Uses excellent customer service skills in communicating with internal and external customers of Client.
Minimum Education and/or Experience Required: (Education Requirements and Experience):
Requires a high school diploma or GED with two years of data entry or office/computer experience. Requires previous experience in a work situation demonstrating organizational ability, accuracy and attention to detail. Also requires the ability to cope with a busy working environment. Must have good communication skills, excellent
clerical aptitude, math skills and keyboarding skills. Must maintain strict confidentiality and handle a wide variety of confidential information. Requires good decision-making and judgment capabilities. Contributes to a cooperative and productive atmosphere. Must be adaptable/flexible in a changing work environment.
Additional Experience and/or
(Has Achieved Competency in the Following Areas, Job Knowledge and Additional Considerations):
Demonstrated keyboarding skills required with a minimum of 40 WPM. Some areas may require accuxxxx-key with a minimum of 10,000 key strokes per hour or 170 per minute. Experience in healthcare billing preferred.
Specific Job Details: Patient account calls, address correction, mailing of bill collection, clearing house letter mailing, reconcile reporting, payment arrangements, There will be training but will be limited due to amount of work needed to be done.
Strong customer service skills, detailed oriented, communication in working in a open office area.
Professional courtesy and working in a team group setting. Accounting/medical experience helpful. Medicaid and medicare experience helpful.
Needs to be someone who takes a lot of inititative. Critical thinking is a must. Self directed and self motivated.
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