2 wealth planner jobs found in Lake Mary, FL

WHO WE ARE   Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.     WHAT WE’RE LOOKING FOR   The Accoun ts Payable Specialist   is responsible for the efficient, accurate and timely processing of accounts payable transactions. The individual in this position ensures compliance with company policies and accounting standards and maintains strong vendor relationships, while supporting the Finance Team.     A GLIMPSE INTO YOUR DAY   Accurately processes   accounts   payable invoices, verifying due dates, amounts, and...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Controller to join our growing team in Lake Mary, FL! This is a responsible financial management position with duties that include supervision of accounting staff, financial accounting and reporting, and support services for multiple pool programs. How You Will Contribute:   Financial accounting and reporting Prepare or review monthly internal financial statements; Prepare or review quarterly financial statements for pool governance boards and management; Prepare or review annual financial statements for pool governance boards and management; Oversee general ledger account maintenance and supporting work papers for pool programs; Post or approve excess insurance expense recognition journal entries and supporting documents; Post or approve claims related journal entries and...