Stephens jobs in Little Rock, AR - 27 jobs

ESSENTIAL DUTIES AND RESPONSIBILITIES * Answer e-mail, phone calls and work as a liaison between our Financial Consultants and Sales Assistants and the middle office. * Resolve operational problems of all magnitudes in a timely and efficient manner while maintaining Financial Consultant and Sales Assistant goodwill. * Maintain files of confidential and routine material and information. * Assist assigned sales staff in resolution of routine problems with accounts by researching and compiling appropriate information for their use. * Backup to the PCG Loan Desk team. * Perform other duties as required by management EDUCATION AND/OR EXPERIENCE Bachelor's degree or equivalent; or four to seven years related experience and/or training; or equivalent combination of education and experience. COMPUTER SKILLS To perform this job successfully, an individual should have strong computer skills including working knowledge of Microsoft Excel, Word, E-mail and the Internet. Ability to learn and utilize industry specific software programs. CERTIFICATES, LICENSES, REGISTRATIONS Registrations will be required within 6 months of employment, 7 and 66 (63 and 65).

**_Please note: This role is not eligible for immigration Work Visa sponsorship, either currently or in the future._** We are seeking a dynamic Salesforce & Marketing Cloud Administrator to optimize our CRM and marketing automation platforms. This role ensures seamless integration, data integrity, and compliance within a regulated financial services environment. You will collaborate cross-functionally to deliver personalized customer experiences, enhance operational efficiency, and support strategic marketing initiatives. **Key Responsibilities** **Salesforce Administration** + Configure and maintain Salesforce org, including custom objects, fields, workflows, validation rules, and page layouts. + Manage user roles, profiles, permissions, and security settings. + Develop and maintain reports and dashboards for actionable business insights. + Ensure data quality through regular audits and deduplication processes. + Implement automation using Flow and other declarative tools. + Collaborate with stakeholders to gather requirements and deliver scalable solutions. + Oversee Experience Cloud portals, ensuring optimal user experience and security. **Marketing Cloud Administration** + Configure and maintain Marketing Cloud components including Email Studio, Journey Builder, Automation Studio, and Contact Builder. + Create and optimize email campaigns, journeys, and automations using Journey Builder and Automation Studio. + Build and optimize customer journeys, triggered sends, and audience segmentation strategies. + Ensure seamless integration between Salesforce CRM and Marketing Cloud. + Maintain data hygiene, synchronization, and compliance with financial data privacy regulations (DOL, ERISA, SEC, FINRA, GDPR). + Monitor Marketing Cloud performance, including campaign metrics, automations, and subscriber engagement. + Provide actionable insights to improve targeting and personalization. + Partner with legal and compliance teams to review and approve campaign content and data usage. + Ensure compliance with CAN-SPAM, GDPR, and other data privacy regulations. + Perform quality assurance checks, testing, and rendering validation before sending. **Compliance & Governance** + Ensure adherence to industry regulations including ERISA, SEC, FINRA, and GDPR. + Maintain audit trails for all CRM and marketing activities. + Collaborate with compliance teams to implement secure data handling and encryption protocols. **Qualifications** + Bachelor's degree in Marketing, Information Systems, or related field. + Salesforce Certified Administrator (required); Advanced Admin or Platform App Builder preferred. + Salesforce Marketing Cloud Email Specialist or Marketing Cloud Administrator certification strongly preferred. + 3+ years of experience in Salesforce administration and Marketing Cloud in a regulated industry. + Proficiency in SQL, AMPscript, and HTML/CSS for email development. + Strong understanding of CRM data models, marketing automation, and customer lifecycle management. + Knowledge of email compliance and data governance best practices (CAN-SPAM, GDPR). + Excellent problem-solving skills and ability to manage multiple projects simultaneously. + Strong communication and collaboration skills to work cross-functionally with marketing, compliance, and IT teams. **Preferred Skills & Certifications** + Salesforce Marketing Cloud Engagement Administrator. + Salesforce Marketing Cloud Email Specialist. + Salesforce Certified Data Architect (optional but beneficial). + Experience with Journey Builder personalization and Einstein AI features. + Project management experience (Agile or similar).

Stephens Insurance seeks a detail-oriented Employee Benefits Account Manager to focus on carrier billing reconciliation and resolve discrepancies for client accounts. This role ensures accurate invoicing and smooth billing processes while providing support for account management, including claims resolution and benefit inquiries. ESSENTIAL DUTIES AND RESPONSIBILITIES * Reconcile carrier invoices against client eligibility files from the Benefits Administration System and payroll deduction reports. * Manage and maintain a monthly reconciliation report for payroll changes on all groups. * Investigate and resolve billing discrepancies, coordinating with carriers and clients as needed. * Handle all employer level billing problems on behalf of the Group Administrator with their respective carriers. Document all billing service issues in the system * Maintain accurate documentation in the electronic document management system and track open issues. * Maintain up-to-date knowledge of carrier billing procedures and submission requirements. * Communicate proactively with carriers and clients regarding billing status and any identified discrepancies. * Perform needed updates in the Benefits Administration System as needed; and if necessary, communicate needed changes to the carrier. * Provide customer service support for client accounts, including claims issue resolution, enrollment assistance, and general benefit inquiries. * In order to remain in compliance with HIPAA regulations, maintain confidentiality on behalf of the employee while handling claims issues. Information relative to a specific employee's claims should NOT be communicated to the Group Administrator or anyone at the employer level without the employee's consent. * Maintain current information relative to carrier's respective networks as well as claim eligibility requirements relative to In Network/Out of Network specifics to administer claims issues. * Participate in weekly staff meetings to report on open recon issues. * Perform other tasks as assigned by management. EDUCATION AND/OR EXPERIENCE * Associate's degree in a related field. * 5+ years of related experience and/or training. * Equivalent combination of education and experience. KNOWLEDGE, SKILLS, AND ABILITIES * Strong analytical and problem-solving skills with attention to detail. * Strong knowledge in Microsoft Excel (i.e., formulas and pivot tables) * Excellent written and verbal communication skills. * Ability to manage multiple priorities in a fast-paced environment. * Strong analytical and problem-solving skills with attention to detail. * Ability to learn industry-specific software (e.g., ImageRight). * Ability to maintain confidentiality and comply with HIPAA regulations. * Accounting background is beneficial.

ESSENTIAL DUTIES AND RESPONSIBILITIES Receive exiting tickets from parking deck customers and receive cash payment or validated ticket. Collect and date validated tickets and maintain accurate record of tickets. Close out cash drawer upon shift completion. Calculate the daily revenue, prepare bank deposits and take to the bank as needed. Maintain cleanliness of parking deck, satellite parking lots and Main Street properties. Assist with parking deck maintenance and repairs as needed. Daily cleaning routine, broom and dustpan, running a backpack blower and operating motorized sweeper, and other projects as directed. Notify Supervisor or Parking Deck Manager of any concerns or foreseeable problems with the deck or with customers. Assist customers with any questions or concerns. Assist other staff in maintaining cleanliness of deck booths. Must maintain a professional, cheerful, and courteous disposition while dealing with customers. Perform other tasks as assigned by management. EDUCATION AND/OR EXPERIENCE High school diploma or general education degree (GED). 3+ months of related experience and/or training. Equivalent combination of education and experience.

Preferred commitment of 8 weeks. ESSENTIAL DUTIES AND RESPONSIBILITIES * Work directly with attorneys in the Legal department on a variety of projects, getting to see first-hand what it is like to work in-house for a highly regulated company. * Conduct research and draft memoranda of law, revise contracts, review and advise on new regulations, and attend Legal department meetings. * Assist with litigation proceedings, such as drafting pleadings or preparing for hearings. EDUCATION AND/OR EXPERIENCE * Bachelor's Degree * Current 1st or 2nd year law student * Transcript (unofficial copy accepted)

ESSENTIAL DUTIES AND RESPONSIBILITIES * Process and provide the following for Stephens Insurance clients: * Endorsement requests * New and Renewal Business - bind, issue certificates, and Auto ID Cards * Daily Certificate Requests * Audits * Monthly Reports * Policy Booklets &/or electronic versions of policies * Prepare and issue pre-renewal summaries. * Order Loss Runs & prepare premium & loss summaries. * Perform other tasks as assigned by members of the account team, including Account Manager, and management. EDUCATION AND/OR EXPERIENCE * High school, plus specialized schooling in this specific skill area and three years of experience interacting with agents, insurance companies, and policyholders. Experience in handling much of the paperwork related to insurance policies, such as policy applications and changes and renewals to existing policies CERTIFICATES, LICENSES, REGISTRATIONS * Arkansas Property and Casualty

ESSENTIAL DUTIES AND RESPONSIBILITIES Creation, Implementation, Administration, and Maintenance of all Corporate Communication and Compliance systems and services. Works with other groups to drive implementation of new technologies. Microsoft 365 and Azure administration. Implement and maintain all aspects of applications used to govern user's activities, as required by regulatory bodies. Ensure proper change management procedures are followed regarding the installation and testing of all upgrades and enhancements for Communication systems. Troubleshoot problems and take corrective action on a timely and effective basis. Escalate problems to management after developing a detailed description of issues including, but not limited to, known failure points and a hypothesis for root cause. Solve issues in an independent, collaborative manner utilizing available resources in-house and vendor provided. Creates and configures active directory user objects, email accounts, features, etc. Performs duties pertaining to the off boarding of user accounts and mailboxes, along with any other related tasks. Creates, executes, and maintains PowerShell scripts for use with Microsoft Active Directory and Exchange. Management of e-mail security (SPF, DMARC, DKIM). Management of other support related systems and applications. Works under general supervision with latitude for independent judgment. Consults with senior peers on certain projects. Provide technical support to system users as necessary. Performs other job-related duties as required. EDUCATION AND/OR EXPERIENCE Bachelor's degree or equivalent in a related field; Four to six years of related experience and/or training; or Equivalent combination of education and experience. COMPUTER SKILLS Knowledge of Active Directory and Group Policy, required. General Windows server administration skills, required. Understanding of SMTP, SIP, DNS, and HTTPS. Microsoft Exchange experience, strongly preferred. Understanding of TLS and certificates. Strong aptitude for troubleshooting. Intermediate understanding of network security, protocols. Microsoft PowerShell knowledge, preferred. Microsoft Office suite, especially Outlook. Microsoft 365 experience, preferred. Knowledge of MSSQL Database software. Knowledge of Barracuda messaging products Working knowledge of Citrix Sharefile Knowledge of Proofpoint security appliances and systems CERTIFICATES, LICENSES, REGISTRATION Industry acknowledged certification strongly preferred MCSE/MCSA/RHCE.

ESSENTIAL DUTIES AND RESPONSIBILITIES Review and provide approval for Equity Research Reports dealing with "restricted" companies. Provide Guidance to Research personnel on applicable rules and regulations, as well as Firm policy. Review and maintain Research Department Manual. Review electronic communications for compliance with applicable rules and regs, as well as Firm policy. Respond to regulatory inquiries regarding Firm research. Respond to client inquiries/surveys regarding the Firm's research. Provide training to Research Personnel on an as-needed basis. Perform any other related duties as required or assigned. EDUCATION AND/OR EXPERIENCE Juris Doctorate (J.D.) required. 3+ years of related experience and/or training. Equivalent combination of education and experience. CERTIFICATES, LICENSES, REGISTRATIONS SIE - Securities Industry Essentials. Series 7 - General Securities Representative. Series 63 - State Law Exam. Series 14 - Compliance Officer Exam preferred. Series 24 - General Securities Principal preferred.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned. Prepare, review and present comprehensive wealth management analysis reports including retirement planning, tax projections, education funding, insurance and estate planning analysis for Financial Consultants and their clients over the phone and in-person professionally and respectfully. Discuss client goals and objectives with Financial Consultant to determine which proposal, projection or analysis should be prepared, reviewed and delivered. Offer recommendations to Financial Consultants when no clear objectives are present. Conduct research as needed for Financial Consultants, including but not limited to, complex financial, tax and/or estate planning questions and personal finance topics. Educate Financial Consultants on the benefits of the Wealth Management group through individual or group meetings, including branch visits and conference calls. Track all open cases as well as assets and business generated from successful cases. Maintain current working knowledge of the industry changes and regulations of interest to Private Client Group, Stephens Inc. employees, and/or clients. Provide support to the department for special projects or other tasks as assigned by management. Proactively develop self to continuously improve knowledge, skills and credentials. EDUCATION AND/OR EXPERIENCE Bachelor's degree or equivalent 3-5 years of related experience or training An equivalent combination of education, training or experience Broad knowledge of such fields as accounting, marketing, business administration, finance etc. CERTIFICATES, LICENSES, REGISTRATIONS CPA, CFP or similar designation required Required to obtain the following registrations within 12 months of employment: SIE - Securities Industry Essentials Series 7 - General Securities Representative Series 63 - State Law Exam or Series 66 - Combined State Law Insurance License (Life & Health, Long Term Care) REQUIRED TESTING Microsoft Excel PowerPoint

Title: Investment Banking Summer Analyst (Summer 2027) Salary: $3,000 Semi-Monthly STEPHENS INVESTMENT BANKING SUMMER ANALYST PROGRAM Our Investment Banking Summer Analyst Program provides internships for undergraduate and graduate students. They receive extensive training and on-the-job experience about the life of an Investment Banking Analyst, while making meaningful contributions to the Stephens team. In this generalist program, our summer interns work on pitches and live deals with analysts and bankers of every seniority level. Strong performing interns may have the opportunity to become full-time employees with Stephens upon graduation. ABOUT STEPHENS In operation since 1933, we are among a small group of the nation's largest family-owned diversified financial services firms, privately held by the Stephens family. This distinction allows us to prioritize doing what is right for our clients and concentrate on a long-term strategy. In addition to investment banking services, Stephens provides wealth and investment management, fixed income and equities trading and sales, insurance and risk management, public finance, and private capital. We have a national presence with strategic locations across the U.S. and in Europe. Our Investment Banking team has a superb track record of adding value for small and middle market companies, as well as global organizations, across all major sectors and with deep expertise on the subsector level. Our investment banking professionals have a collaborative approach to addressing the M&A and capital needs of our clients and regularly coordinate with transatlantic colleagues on active and prospective projects. These include some of the most successful public and private companies in business today. OUR CULTURE We draw from a team of expert bankers with extensive knowledge in the areas they serve. The consistency of the advice that we provide stems from the tenure of this highly experienced team. On average, our senior bankers have more than a decade of service at Stephens. This reflects the supportive and stable atmosphere at Stephens, which exists alongside a rigorous commitment to achieving excellent client service and maintaining a reputation for focusing on relationships over transactions. We think like owners, on behalf of our clients. Senior bankers at Stephens take an active and authentic interest in cultivating positive experiences for summer interns during the program. Numerous former interns have become long-tenured employees in Investment Banking and other lines of business at the firm. Whether our Investment Banking interns stay at Stephens or move on to other opportunities, we know firsthand the unique value of this mutually beneficial program. ESSENTIAL DUTIES AND RESPONSIBILITIES Summer interns have a broad array of responsibilities that are executed alongside our veteran bankers, as well as the senior management teams of our clients. These tasks include: * Assisting in the development of detailed financial analysis for various types of transactions. * Assisting in the development and composition of presentation materials including: tailored pitch books, Confidential Information Memorandums and other marketing materials. * Assisting in conducting quantitative and qualitative industry research and analysis. * Performing other operational and administrative tasks as needed. EDUCATION * Undergraduate coursework in Finance or Accounting preferred KNOWLEDGE, SKILLS & ABILITIES * Strong interpersonal skills * Excellent verbal and written communication skills, effective team player and a commitment to excellence * Analytical, critical thinking and problem solving skills with the ability to determine the appropriate action * Self-starter with the ability to manage time effectively, prioritize work to balance multiple projects, and meet deadlines with minimal supervision * Attention to detail with emphasis on accuracy and quality * Outstanding record of academic achievement * Demonstrated interest in accounting and finance * Math and analytical aptitude must be exceptional * High level of personal integrity and work ethic * Ability to maintain confidentiality * Advanced computer skills in Microsoft Word, Excel, PowerPoint and Access * Ability to accurately read, interpret and communicate large volumes of numbers and data stephens.com/investment-banking · Little Rock · Atlanta · Boston · Chicago · Dallas · Frankfurt · London · New York · Washington, DC For benefits information, please visit: *****************************************

ABOUT STEPHENS Founded in 1933, Stephens offers investment banking and advisory services, research, sales and trading, asset management, public finance, insurance, wealth management, private capital, and family office services. Our business is rooted in a deep client focus, sector knowledge, and a commitment to research. Our clients include corporations, state and local governments, institutional and individual investors, with many relationships lasting for generations. We're headquartered in Little Rock, Arkansas, with strategic locations in the US and Europe, working wherever our clients need us. Stephens' mission is to become a trusted advisor to our clients in all aspects of their business and personal finances. Focusing on relationships over transactions, we assist our clients as they interact with the financial markets, consider capital formation and preservation, and analyze strategic alternatives. ESSENTIAL DUTIES AND RESPONSIBILITIES This position in the legal department provides an opportunity for a self-motivated, hands-on individual to broadly expand the candidate's knowledge and work in a collegial and supportive environment. The position primarily supports the firm's investment advisory business, but duties may expand based on experience and interest. Working with other Firm attorneys, this position will help manage all legal matters involving assigned areas, including collaborating with senior management and outside counsel, and is responsible for responding to requests for legal advice from Firm personnel. Prior experience with financial institutions, securities laws, or complex business matters is helpful but not required. * Monitor applicable laws and regulations affecting assigned areas, including the Investment Advisers Act of 1940 and related SEC rules, FINRA rules, and ERISA law and regulations, and advise senior management as necessary. * Respond to requests for legal advice from Firm personnel, including drafting memoranda where necessary. * Develop legal strategy for addressing emerging risks and implementing business developments. * Recommend and assist in revising Firm policies and procedures based on legal opinion. * Interact with other Stephens personnel on legal matters. * Investigate and draft responses to regulatory inquiries. * Assist with arbitration or litigation, including managing outside counsel. * Respond to document requests and subpoenas. * Provide legal review and approval for communications to the public. * Assist with the design and implementation of longer-term projects and analyses. * Perform any other related duties as required or assigned. EDUCATION AND/OR EXPERIENCE * Juris Doctorate (J.D.) degree from an accredited American Bar Association Law School and in good standing with the Bar of any U.S. State. * 3+ years of related experience and/or training. * Equivalent combination of education and experience. KNOWLEDGE, SKILLS, AND ABILITIES * Excellent verbal, written and organizational skills and strong attention to detail. * Self-motivated with the ability to work independently in a fast-paced environment. * Ability to prioritize and handle multiple tasks simultaneously. * Analytical, critical thinking and problem solving skills with the ability to determine the appropriate action. * Process management skills. * Establish and maintain effective working relationships at all levels of the organization. * Proficient in Microsoft Office Suite or similar software, with the ability to learn and utilize industry specific software as required. * Ability to maintain confidentiality. * Demonstrated reliability in attendance and work performance. * Ability to travel as required.

ESSENTIAL DUTIES AND RESPONSIBILITIES This program will be hosted at our Little Rock headquarters. Over the course of 10 weeks, interns will gain exposure to the following: * Client Service: Claims, Risk Management Consulting, Loss Control, Insurance Program Design, and Insurance Placement Strategy * Firm Operations: InsurTech, Finance, and Accounting Functions * Work alongside experienced client executives and specialists in each discipline. * Gain exposure to various insurance coverages and develop analytical skills through policy reviews and analysis. * Learn about the data infrastructure that drives our risk management strategy. * Participate in team meetings, client calls, and strategic planning sessions. * Learn how brokers evaluate risk and craft tailored insurance solutions for our clients. * Develop presentation and communication skills as part of a comprehensive capstone presentation. EDUCATION AND/OR EXPERIENCE * Currently enrolled in a college or university program (rising Senior preferred). * Majors: Risk Management & Insurance, Finance, Business Administration, Economics, Accounting, and related fields. * GPA: 3.5 or higher (or equivalent academic standing). KNOWLEDGE, SKILLS, AND ABILITIES * Exceptional verbal, written and organizational skills and strong attention to detail. * Self-motivated with the ability to work independently in a fast-paced environment. * Curious and collaborative mindset. * Strong analytical, critical thinking and problem-solving skills with the ability to determine the appropriate action. * Process management skills. * Establish and maintain effective working relationships at all levels of the organization. * Proficient in Microsoft Office Suite or similar software, with the ability to learn and utilize industry-specific software as required. * Ability to maintain confidentiality. * Demonstrated reliability in attendance and work performance. PHYSICAL REQUIREMENTS * Ability to work with a computer for prolonged periods sitting in an office environment. * Ability to operate a computer, keyboard, standard office equipment or tools. * Ability to use close vision and adjust focus as needed to create accurate work product. * Ability to speak and hear in an office environment. * Ability to concentrate and maintain focus for long periods of time in an open office environment. * Ability to walk, reach, lift or carry up to 10 pounds.

ESSENTIAL DUTIES AND RESPONSIBILITIES * Perform examinations on various corporate divisions and branch offices, corporate principals and employer activities to ensure compliance with internal policies and procedures and various regulatory rules and regulations * Assist in development or revision of policies and/or procedures in coordination with affected departments, Compliance personnel and the Legal Department to increase efficiencies and program effectiveness or to maintain legal compliance. * Assist in annual compliance interviews or meetings with all registered representatives and associated persons. * Assist in preparing responses to broker/dealer questionnaires. * Provide support to branch office managers and branch personnel regarding compliance. * Assist in providing training to new employees in Branch Offices. * Maintain current knowledge of investment industry activities and regulations through regular review of appropriate publications, evaluating their applicability to the company and instituting action where required. * Perform other functions and tasks as may be assigned by management. EDUCATION AND/OR EXPERIENCE * Bachelor's degree in a related field. * 3+ years of related experience and/or training preferred * Experience in compliance auditing with a securities and/or investment company desired. * Equivalent combination of education and experience. CERTIFICATIONS, LICENSES, AND REGISTRATIONS (may be acquired within six months after employment) * SIE - Securities Industry Essentials * Series 7 - General Securities Representative * Series 63 - State Law Exam

Under general supervision, uses advanced skills gained through training and experience to provide pro-active support to financial advisors and assist with efficient, quality client service. Follows established procedures to perform routine tasks and receives general guidance and direction to perform other work with substantial variety and complexity requiring limited decision making responsibility. Extensive contact with internal and external clients to resolve most questions and problems and refers new or unusual issues to a higher level. Job Description Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Come grow with us and see where a career at Raymond James could take you! Essential Duties and Responsibilities • Services a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings. • Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office. • Opens new client accounts, researches client and security information and tracks daily contacts for team using internal databases and other technologies. • With a high level of organization and attention to detail, processes documents for insurance purchases, review close outs, distributions and Roth IRA conversions, as well as maintenance of 529 accounts for clients and college payments. • Prepares various business summary reports and client-specific reporting as needed for review by the financial advisor. • Oversees the process of outside account reporting, securities litigation submissions and renewing of insurance and state securities licenses. • For proper maintenance and to meet firm and industry requirements, ensures client paperwork and documentation is accurate and correct prior to submission and processing. Follows up to ensure accurate completion. • Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients. • Creates and maintains records and files utilizing Client Relationship Management (CRM) software. • Assists Financial Advisors with marketing efforts including brochures, team website updates and posting of LinkedIn articles. • May enter orders at the direction of the Financial Advisor. • Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures. • Performs other duties and responsibilities as assigned. Knowledge of • Company's working structure, policies, mission, and strategies. • General office practices, procedures, and methods. • Investment concepts, practices and procedures used in the securities industry. • Financial markets, products and industry regulations. Skill in • Client Relationship Management (CRM) software, or similar contact management software. • Excel, including developing spreadsheets as needed and for ongoing reporting. • Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail) Ability to • Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases. • Analyze and research account information. • Organize, manage, and track multiple, detailed tasks and assignments with. frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. • Identify time sensitive items and assess competing priorities. • Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns. • Handle stressful situations and provide a high level of customer service in a calm and professional manner. • Analyze problems and establish solutions in a fast paced environment. • Use mathematics sufficient to process account and transaction information. • Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually. • Work both independently and as part of a cohesive team. • Provide a high level of customer service. Education/Previous Experience • High School Diploma or equivalent and a minimum of three (3) years financial services industry experience, or an equivalent combination of experience, education, and/or training as approved by Human Resources. Education High School (HS) Work Experience General Experience - 3 to 6 years Certifications Travel Less than 25% Workstyle Resident At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. #LI-DW

Stephens is looking for a motivated and detail-driven Tax Accountant to join its Corporate Accounting team in Little Rock. This is an excellent opportunity for a tax professional who enjoys hands-on preparation work and wants exposure to partnership, trust, and individual taxation within a stable, professional environment. In this role, you'll prepare federal and state tax returns, manage related filings, and support accurate, compliant tax reporting across multiple entities. You'll be valued for your judgment and precision, and given the space to work independently while contributing to a collaborative team. ESSENTIAL DUTIES AND RESPONSIBILITIES * Prepare partnership federal and state tax returns. * Prepare trust federal and state tax returns. * Prepare small individual federal and state tax returns. * Prepare related estimated tax returns. * Prepare annual franchise and license tax returns. * Perform other duties as assigned by management. EDUCATION AND/OR EXPERIENCE * Bachelor's degree in a related field. * 2+ years of related experience and/or training. * Experience with Federal and Multi-State income taxes, partnership and individual income taxes, and some public accounting in tax preferred. * Equivalent combination of education and experience. KNOWLEDGE, SKILLS, AND ABILITIES * Excellent verbal, written and organizational skills and strong attention to detail. * Self-motivated with the ability to work independently in a fast-paced environment. * Ability to prioritize and handle multiple tasks simultaneously. * Analytical, critical thinking and problem-solving skills with the ability to determine the appropriate action. * Process management skills. * Establish and maintain effective working relationships at all levels of the organization. * Strong computer skills including Microsoft Word, Excel, Outlook E-mail and the Internet. * Ability to learn and utilize additional software. * Ability to maintain confidentiality. * Demonstrated reliability in attendance and work performance. * Strong organizational skills. * Ability to follow pre-established guidelines to perform the functions of the job. CERTIFICATIONS, LICENSES, AND REGISTRATIONS * CPA License preferred. REQUIRED TESTING * Microsoft Excel

ESSENTIAL DUTIES AND RESPONSIBILITIES Answer e-mail, phone calls and work as a liaison between our Financial Consultants and Sales Assistants and the middle office. Resolve operational problems of all magnitudes in a timely and efficient manner while maintaining Financial Consultant and Sales Assistant goodwill. Maintain files of confidential and routine material and information. Assist assigned sales staff in resolution of routine problems with accounts by researching and compiling appropriate information for their use. Backup to the PCG Loan Desk team. Perform other duties as required by management EDUCATION AND/OR EXPERIENCE Bachelor's degree or equivalent; or four to seven years related experience and/or training; or equivalent combination of education and experience. COMPUTER SKILLS To perform this job successfully, an individual should have strong computer skills including working knowledge of Microsoft Excel, Word, E-mail and the Internet. Ability to learn and utilize industry specific software programs. CERTIFICATES, LICENSES, REGISTRATIONS Registrations will be required within 6 months of employment, 7 and 66 (63 and 65).

Stephens Insurance seeks a detail-oriented Employee Benefits Account Manager to focus on carrier billing reconciliation and resolve discrepancies for client accounts. This role ensures accurate invoicing and smooth billing processes while providing support for account management, including claims resolution and benefit inquiries. ESSENTIAL DUTIES AND RESPONSIBILITIES Reconcile carrier invoices against client eligibility files from the Benefits Administration System and payroll deduction reports. Manage and maintain a monthly reconciliation report for payroll changes on all groups. Investigate and resolve billing discrepancies, coordinating with carriers and clients as needed. Handle all employer level billing problems on behalf of the Group Administrator with their respective carriers. Document all billing service issues in the system Maintain accurate documentation in the electronic document management system and track open issues. Maintain up-to-date knowledge of carrier billing procedures and submission requirements. Communicate proactively with carriers and clients regarding billing status and any identified discrepancies. Perform needed updates in the Benefits Administration System as needed; and if necessary, communicate needed changes to the carrier. Provide customer service support for client accounts, including claims issue resolution, enrollment assistance, and general benefit inquiries. In order to remain in compliance with HIPAA regulations, maintain confidentiality on behalf of the employee while handling claims issues. Information relative to a specific employee's claims should NOT be communicated to the Group Administrator or anyone at the employer level without the employee's consent. Maintain current information relative to carrier's respective networks as well as claim eligibility requirements relative to In Network/Out of Network specifics to administer claims issues. Participate in weekly staff meetings to report on open recon issues. Perform other tasks as assigned by management. EDUCATION AND/OR EXPERIENCE Associate's degree in a related field. 5+ years of related experience and/or training. Equivalent combination of education and experience. KNOWLEDGE, SKILLS, AND ABILITIES Strong analytical and problem-solving skills with attention to detail. Strong knowledge in Microsoft Excel (i.e., formulas and pivot tables) Excellent written and verbal communication skills. Ability to manage multiple priorities in a fast-paced environment. Strong analytical and problem-solving skills with attention to detail. Ability to learn industry-specific software (e.g., ImageRight). Ability to maintain confidentiality and comply with HIPAA regulations. Accounting background is beneficial.

ESSENTIAL DUTIES AND RESPONSIBILITIES Answer multi-line phone, direct incoming calls, take messages or provide general information. Provide routine information as appropriate such as provide callers with address, directions, and other basic information. Welcome visitors, escort them to meeting location or notify company contact of the arrival of guests, and offer refreshments. As required, prepare correspondence, schedule meetings, manage calendars, and provide general administrative services for the department. May make travel arrangements or process expense reports, as required. Open, sort and distribute incoming mail. Perform miscellaneous functions such as make copies, order supplies, and assist with general clerical functions. Place and monitor food orders for meetings and special events, as requested. Perform other tasks as assigned by management EDUCATION AND/OR EXPERIENCE High school diploma or general education degree (GED). 1+ years of related experience using a multi-line phone system. Equivalent combination of education and experience. PHYSICAL REQUIREMENTS Ability to work with a computer for prolonged periods in an office environment. Ability to operate a computer, keyboard, standard office equipment or tools. Ability to use close vision and adjust focus as needed to create accurate work product. Ability to speak and hear in an office environment. Ability to concentrate and maintain focus for long periods of time. Ability to walk, reach, lift or carry up to 10 pounds. REQUIRED TESTING Microsoft Word Excel Typing Telephone Etiquette

Preferred commitment of 8 weeks. ESSENTIAL DUTIES AND RESPONSIBILITIES Work directly with attorneys in the Legal department on a variety of projects, getting to see first-hand what it is like to work in-house for a highly regulated company. Conduct research and draft memoranda of law, revise contracts, review and advise on new regulations, and attend Legal department meetings. Assist with litigation proceedings, such as drafting pleadings or preparing for hearings. EDUCATION AND/OR EXPERIENCE Bachelor's Degree Current 1 st or 2 nd year law student Transcript (unofficial copy accepted)