6 account management jobs found

*This position is available out of Billings, Butte, Great Falls, Helena, and Kalispell, MT Description Fisher’s mission is to make our customers extremely happy through technology offerings and services that maximize business efficiency and performance. And we do all that while having a great time and loving our work. Fisher's Technology has been selected as one of the “Best Places to Work in Idaho” for the last sixteen years. Fisher’s is a leading technology provider in Idaho, Montana, Utah, & Washington to help businesses perform at the top of their game. We manage IT environments (servers, cloud environments, network equipment, computers, mobile devices, applications, Cloud, VoIP, and internet services), sell and service office equipment (from Canon, Konica Minolta, HP, OCE and many others), and streamline business operations with electronic document management and related software solutions.  Position Summary - Account...

D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.   Summary:    This position is responsible opening and maintaining client accounts and records in accordance with desk procedures and firm policies/ procedures. This role requires organization, accuracy, and attention to detail. The qualified applicant will be...

Job Description: The Front Desk Admin Intern position serves as Zoot’s first impression to visitors, clients, and other guests entering the building or contacting the business, as well as providing excellent hospitality services through our on-site Coffee Bar and Kitchen. The position performs a wide range of customer service, administrative, and hospitality tasks, including daily operation of the Coffee Bar (making espresso drinks, processing receipts, ordering/purchasing supplies), setting up hospitality throughout the building for meetings and trainings, coordinating with the Kitchen staff for catering needs (lunches, refreshments), administrative tasks, managing coffee in the kitchenettes throughout the building, and assisting with company-wide events (set up, hospitality, visitor management). This position is part of the Administration team and provides some administrative support for the department and, at times, administrative support for parts of the...

About The Role The Accounting Assistant provides clerical support to the Chief Financial Officer.  Processes various tasks associated with paying invoices, set meetings, as well as perform special projects as assigned.   Duties include but are not limited to: Process incoming invoices for payment. Process employee personal and bank card reimbursements for payment. Prepare and maintain coffee supply for staff and customers. Organize and order food deliveries for group meetings. Balance and prepare monthly Common Area Maintenance invoices for tenants, collect and post reimbursements and rent payments. Prepare other monthly account reconciliations as assigned. Assist in the preparation of monthly Board Meetings. Type memos, letters, reports, and other documents. Provide assistance and support to other staff and management as required. Contribute to the efficiency and effectiveness of the department by offering suggestions and...

About The Role Internship Purpose: As an intern you will gain valuable work experience in a professional environment.  Our interns play an essential role in the departments they are part of, working on special projects, and networking with our teams.   This position will provide an opportunity to work closely with our team of Credit Analysts, Commercial Lenders, and Loan Servicing team members.  Credit Analysis- 100% Input financial statement data into company software and analyze to determine credit worthiness of client. Prepare cash flow worksheets to demonstrate borrower’s ability to repay loans. Gain exposure to the loan approval process by completing credit authorization worksheets.  Input data, build tables, and borrowers’ relationships into presentation. Develop a working knowledge of loan policy and gain the ability to communicate its interpretation to loan committee. Research regulations and...