7 Trainee jobs found in Philadelphia, PA

Note: This is an in-office role in our Philadelphia Office   The Role Reception/Conference/Meeting Rooms Setup and Catering Perform all duties related to reception/switchboard including call and visitor handling Meet, greet and announce visitors in a professional manner Ensure visitors are identified in accordance with security procedures. Handle hotspot/visit office space requests as required Monitor booking tool and communicate/liaise with colleagues booking conference rooms to verify requirements and expedite changes Physical set up / break down of rooms for meetings Ensure conference rooms and meeting rooms are stocked with equipment and/or refreshments daily, as required Monitor to ensure housekeeping standards are maintained in conference/meeting rooms Track upcoming conference/meeting room bookings Ensure conference/meeting rooms are set-up as requested Organize catered meals and provision of special equipment, as required Perform...

The Role We are seeking an organized and detail-oriented Retirement Plan Compliance Analyst to join our team. As a compliance analyst you will play a crucial role in supporting our attorneys by performing a variety of tasks, which will include drafting/amending pension (defined benefit and defined contribution) plan documents, summary plan descriptions, summaries of material modifications and other plan related documents (e.g., policies, procedures) as well as participant communications (e.g., QDIA notices).  DUTIES AND RESPONSIBILITIES Plan Drafting: Draft/amend customized comprehensive defined benefit and defined contribution plan documents, summary plan descriptions, summaries of material modifications and other plan related documents and participant communications. Stay current on latest documentation technique and best practices to ensure use of cutting-edge tools and language. Compliance: Ensure all plan documents comply with ERISA regulations and other...

Description Major Accounts Property is responsible for monoline property accounts with minimum account Total Insured Value is $300m with actual average inforce account Total Insured Value being more than $1b.  For an assigned book of the largest and most complex large single carrier commercial property accounts, analyzes the customer's property exposures, hazards, financial information, requested coverages, loss history, pricing targets and desired program structure to select business and determine appropriate terms and conditions. Will work closely with Risk Engineering to produce and manage a profitable book of business and manage producer/customer relationships. Maintains the highest level of skills/knowledge in the large property space with average account annual premium of more than $1m. Shares underwriting expertise with other underwriters and stakeholders across all levels.   Responsibilities Manages portfolio of brokers/agents & clients....

Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it’s our mission and our purpose. WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships. The incumbent will get to know their customers, understand and educate them regarding their financial needs, and recommend the appropriate products and services through in-person interactions and outbound calling...

Position: Product   Analyst Department: Regulatory   & Gov’t Affairs Reports To:  Manager of Regulatory & Government Affairs  Position Summary: The Product Analyst supports the development of the company’s product features, underwriting compliance, and competitive position. This position assists with existing product maintenance, new product development, and preparation/resolution of regulatory filings. This includes construction and implementation of policy language, forms, required coverages, as well as rating structures and technology to enhance production and profit. Essential Functions and Responsibilities: 1. Act as product management liaison with Underwriting, Business Development, Marketing, and Customer Service/Operations. 2. Assist in competitive intelligence efforts by reviewing competitor filings, underwriting guidelines, and marketing material. 3. Work closely with Underwriting and Operations in making determinations and developing...

Job Description Monday - Friday 8 AM – 6 PM, Saturday 9 AM – 1 PM  Location: This role will travel in Philadelphia County, PA within our Midtown, Northern Liberties, and Aramingo Branches. WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships. The incumbent will get to know their customers, understand, and educate them regarding their financial needs, and recommend the appropriate products and services through in-person interactions and outbound calling efforts. This role will be responsible for opening new accounts and submitting loan applications. The incumbent will comply with Bank policies and procedures, as well as regulatory banking requirements. Personal Bankers will resolve customer service issues and perform account maintenance requests for customers as needed, while also recommending and promoting the Bank’s digital banking services. Additionally, this role will assist Customers with...

UFG is looking for a Sr. Production Underwriter to join our team in a multi-line, multi-industry opportunity.  In this role you will be responsible for attracting and underwriting middle market business, deploying effective account management while fostering strong working relationships with agency partners. This role executes underwriting strategy to achieve profit and premium plans. The Sr. Production Underwriter will handle a renewal book in their territory as assigned. This role assists with the resolution of escalated issues, and mentors and coaches team members.   The individual in this role will have a Southeastern PA territory.  Responsibilities:   Profitably underwrite complex new and renewal business through risk selection, pricing, contractual integrity, and account management, in accordance with delegated authority, and ensuring regulatory compliance. Demonstrate critical thinking in assessing the risk and identifying exposures and controls. Price...