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Welcome To The Start Of Your New Career.

Cover letters still matter.

Dillon Ford is the Marketing Manager for ePromos.com, a promotional products company based in New York, NY. His company hires interns interested in marketing. He says not sending a cover letter is a huge mistake.

When I look at resumes, I always look at the cover letters first because those give me the best sense of what kind of writer they are, what kind of interest they have in the position, and how well they are able to put concepts together to make a statement.

Ford adds that template cover letters are just as bad as not sending one at all. He says intern hopefuls who submit form letters aren't relating any of their experience/interest to the job posting, they aren't mentioning anything about what drew them to the job description/posting/company and that just shows me laziness. We don't want someone that can't be bothered to do some kind of due diligence to get a position. We want someone that goes out of their way to get this position and that usually means doing research about the position and the company.

http://www.gradtogreat.com/tips_advice/article-what_employers_think_about_interns.php

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Showing posts with label Finance. Show all posts
Showing posts with label Finance. Show all posts

Tuesday, January 29, 2013

Investor Center Financial Representative - Fidelity Investments - Entry-Level



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Location: Century City, Ca.

Fidelity Investments is committed to delivering the best customer experience in the financial services industry. We help millions of people save and invest through personal investment accounts and workplace savings plans. Our associates build long-term relationships with our customers, helping them navigate our full range of investor products and services, including one-on-one investment guidance, wealth management, retirement planning, income strategies, and college planning services, as well as integrated employee benefits solutions

We have 170+ Fidelity Investor Centers across the United States and continue to open several new branches each year. Branch representatives offer guidance and personalized investment solutions to our customers in a face-to-face setting, and help extend the reach of Fidelity's brand. It is our priority to deliver customized and effective service, and successfully anticipate clients’ emerging needs. At Fidelity, you’ll have the support of a well-rounded team of professionals, with full access to some of the best resources and tools  in the industry. While you build relationships here, you’ll also be building your career.

Position Description

This position is an entry level opportunity that is ideal for a professional with sales and personal financial planning as their career goal. The optimum candidate will have some sales and customer service/banking experience with a bachelor's degree in Business, Economics or Finance.

Primary Responsibilities
  • Act as first point of contact in branch and provide exceptional service
  • Drive customer experience to high levels of satisfaction by adhering to the customer first principles
  • Introduce prospects to the full array of Fidelity products and services
  • Provide Fidelity customers with account information
  • Listen for opportunities to engage the customers in additional business and guide or advise the client or prospect on how Fidelity can be of service
  • Use on-line resources to capture and provide appropriate customer data
  • Facilitate timely, accurate and efficient mutual fund and equity transactions
  • Work with all branch employees as a member of the team
  • Transaction Processing: Set up, input and enter data to the brokerage and shareholder systems which includes all account maintenance
  • Outgoing customer mail, outgoing internal mail, incoming mail, imaging customer paperwork, shredding confidential paper and filing paperwork
  • Facilitate point of contact resolution of priority requests and customer problems
  • Serve as quality control point to ascertain that all paperwork, policy and procedures for customer requests have been adhered to in accordance with all compliance requirements
  • Customer literature inventory management, office supplies Inventory Management
  • Seminar Preparation
  • Work closely with manager and licensed representatives to keep them updated on progress and resolution of client issues/requests
 
 

Qualifications

Education and Experience
  • College degree preferred
  • Prior customer service, sales, or phone experience required
  • Experience or strong interest in sales required
Skills and Knowledge
  • Series 7 preferred (required within 6 months of hire)
  • Series 63 preferred, required within 90 days of passing the series 7 exam
  • Insurance License desired
  • Banking, insurance, or financial experience preferred
  • Superb interpersonal, customer interaction, and communication skills are needed
  • PC/Windows experience required 
 
 
About Fidelity Investments
Fidelity Investments is one of the world's largest providers of financial services. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms. For more information about Fidelity Investments, visit www.fidelity.com.
















Accountant Consultant-Claims - Entry Level


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Los Angeles, Ca.

We currently have an exciting career opportunity for a recent college graduate with an Accounting major or individual with 1-3 years experience our New York or Los Angeles office. This position will support Aon’s Property Risk Consulting group.

Aon Property Risk Consulting specializes in property claims consulting services, solely representing the policyholder's interests. Our focus is to quantify a client’s exposure to loss, prepare a comprehensive claim, liaise with the insurer's representatives and obtain prompt, equitable settlements on behalf of our clients.
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DUTIES AND RESPONSIBILITIES: The successful candidate will assist an Accounting Manager in projecting the full extent and scope of the policyholder’s loss through review and analysis of inventory counts, company financials, asset ledgers, budgets, previous purchase orders and other financial documentation.

We will train you as a Claims Consultant to handle the following duties:

1. Summarize / prepare accurate estimates for the repair and replacement of damaged property

2. Interface with client’s accounting department at client offices to gather the necessary claim documentation including invoices, purchase orders and other corporate financial documentation.

3. Conduct site visits, as needed, with the Accounting Manager, including participating in inventory counts at loss locations.

4. Gather and analyze property damage, extra expense and inventory documentation

5. Review corporate financial documentation and assist in the development of financial models to quantify and document a firm’s business income loss.

6. Coordinate with the client and insurance company representatives to support and effectively document the loss being presented

7. Present an accurate and well-documented claim to underwriters and their experts

* Significant travel is sometimes required. Lodging and food expenses will be paid.

SPECIAL SKILLS: The successful candidate will be detailed oriented, a quick learner and a self starter. Must be capable of handling multiple projects simultaneously and the ability to respond promptly to changes in work priorities and client requests. Assignments can include weekend work and travel. Strong Microsoft Excel skills required.

MINIMUM EDUCATION: Bachelors degree in Accounting; Masters Degree / CPA track desirable.

MINIMUM WORK EXPERIENCE: Recent college graduate or 1 – 3 year experience in accounting related industry. Prior experience preparing property and business interruption insurance claims is a plus. Sponsorship is not available.

Aon offers competitive compensation, exceptional benefits, continuing education & training, a unique internal advancement program, and tremendous potential with a growing worldwide organization.

All positions at Aon require an applicant who has accepted an offer to undergo a background check. The checks run are based on the nature of the position. Background checks may include some or all of the following: SSN/SIN validation, education verification, employment verification, criminal check, search against global sanctions and government watch lists, fingerprint verification, credit check, and/or drug test. By applying for a position with Aon, you understand that you will be required to undergo a background check should you be made an offer. You also understand that the offer is contingent upon successful completion of the background check and results consistent with Aon’s employment policies. You will be notified during the hiring process which checks are required by the position.

Aon's professionals are unwavering in their client focus and integrity. We promote diversity, professional development, frugality and stewardship, applying a disciplined non-bureaucratic approach to help our clients realize their business potential. Drawing on our experienced team as a competitive advantage, Aon employees have the freedom to take risks, foster innovation, champion for change and replicate best practices.

For more information about Aon Corporation, visit our website at http://www.aon.com.

Aon is an equal opportunity employer committed to a diverse workforce. M/F/D/V

DISCLAIMER:
Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.