Bay Area TechWorkers
Bay Area TechWorkers Jobs & Careers
Bay Area TechWorkers San Jose, CA, 95101
Maintain/update deal tracking database to forecast and manage service deals via Access Provide weekly and quarterly reports to drive adoption and accuracy. Provide ad-hoc reports to operational leadership for forecasting and quarterly business reviews Experience: Listed in order of importance/priority: Excel (Pivot tables, V-lookup) Access (be able to write/edit queries; understand how to rea...
TechWorkers and AssetMark Phoenix, AZ, 85012
Finance Service and Operations Specialist Phoenix, AZ Summary: As the exclusive recruiting partner for AssetMark’s Wealth Management Operations and Service training program, BATW is seekingrecent and upcoming Decembercollege graduates for several entry level roles to help financial advisors build great businesses. AssetMark is a strategic provider of innovative investment and consulting soluti...
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