Financial Services Professional

2 months ago


Minneapolis, United States Associate Staffing Full time

Summary:

Our client operates as one of the largest financial services entities in the United States, offering a wide range of financial products and services, including personal and commercial banking, investment management, and mortgage lending to name a few. Our client has a continued focus on innovation and sustainable growth.


Financial Securities Operations Representative - Property/Casualty Insurance


Responsibilities

• Perform a variety of operational tasks for complex securities or process extensive knowledge of systems

• Perform moderately complex duties such as processing, researching inquires and reconciling transactions

• Review time sensitive documents

• Address compliance and corporate governance issues for the department

• Interact with internal customers

• Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements


Qualifications

• 2+ years of property and/or casualty insurance-related experience

• Demonstrated experience analyzing external insurance policies and contacting agents

• Thorough understanding of residential and commercial property insurance coverages and policies


Equal Opportunity Employer:

Associate Staffing is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment based on race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other protected status under applicable law. We are committed to creating a diverse and inclusive work environment and welcome applicants from all backgrounds to apply for open positions with our company.



  • Minneapolis, Minnesota, United States Creative Financial Staffing Full time

    **Senior Accountant Opportunity**Creative Financial Staffing is seeking a highly skilled Senior Accountant to join their finance team. This is an exceptional opportunity for an experienced professional to contribute to the company's ongoing success.**Key Responsibilities:**Manage financial tasks, including accounts payable, accounts receivable, payroll, and...


  • Minneapolis, Minnesota, United States Trustone Financial Full time

    About the Role:We are seeking a highly skilled and customer-focused Financial Services Representative to join our team at Trustone Financial. As a key member of our branch team, you will be responsible for providing exceptional service to our members, promoting financial well-being, and consistently setting a positive example.Key Responsibilities:Welcome...


  • Minneapolis, Minnesota, United States MidWestOne Bank Full time

    Unlock Your Potential as a Financial Services ProfessionalAt MidWestOne Bank, we're committed to helping our clients achieve their financial goals. As a Financial Services Professional, you'll play a key role in providing expert guidance and support to our customers, helping them navigate the complex world of investments and financial...


  • Minneapolis, United States Ameriprise Financial Full time

    Maintain an appropriate study schedule and discipline in preparation for the FINRA SIE, Series 7 and Series 63 licensing exams. - Serves as first customer point of contact regarding routine service issues, assist in troubleshooting issues, and enter Customer Service, Professional, Service, Asset Manager, Financial Planning, Retail


  • Minneapolis, Minnesota, United States Catalyst Career Group Full time

    About the RoleCatalyst Career Group is seeking a skilled Financial Services Professional to join our team. As a Financial Advisor, you will be responsible for providing personalized financial guidance to clients, helping them achieve their financial goals and live more generous lives.Key Responsibilities:Develop and maintain long-term relationships with...


  • Minneapolis, Minnesota, United States TRUSTONE FINANCIAL CREDIT UNION Full time

    Job SummaryWe are seeking a highly skilled and motivated Financial Services Representative to join our team at TruStone Financial Credit Union. As a Financial Services Representative, you will be responsible for providing exceptional customer service and sales of deposit products, loan products, and convenient services to our members.Key...


  • Minneapolis, Minnesota, United States North Star Resource Group Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Financial Advisor to join our team at North Star Resource Group. As a Financial Advisor, you will play a critical role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients, taking into account...


  • Minneapolis, Minnesota, United States gpac Full time

    Job Opportunity: Associate Financial AdvisorThis role offers the chance to learn comprehensive wealth management practices from experienced financial planning experts. As an Associate Financial Advisor, you will support senior advisors in client meetings, respond to client calls, and complete forms and data entry.Key Responsibilities:Prepare for and...


  • Minneapolis, United States Associate Staffing Full time

    Summary:Our client operates as one of the largest financial services entities in the United States, offering a wide range of financial products and services, including personal and commercial banking, investment management, and mortgage lending to name a few. Our client has a continued focus on innovation and sustainable growth.Financial Securities...


  • minneapolis, United States Associate Staffing Full time

    Summary:Our client operates as one of the largest financial services entities in the United States, offering a wide range of financial products and services, including personal and commercial banking, investment management, and mortgage lending to name a few. Our client has a continued focus on innovation and sustainable growth.Financial Securities...


  • Minneapolis, Minnesota, United States Associate Staffing Full time

    Job Summary:Associate Staffing is seeking a highly skilled Financial Securities Operations Representative to join our team. As a key member of our operations team, you will be responsible for performing a variety of complex tasks related to securities processing and insurance operations.Key Responsibilities:• Process and analyze complex securities...


  • Minneapolis, Minnesota, United States Wings Financial Credit Union Full time

    Job SummaryThis role is responsible for fostering strong relationships with members by providing exceptional service, educating them on our products and services, and identifying opportunities to expand their financial capabilities.Key Responsibilities:Assist members with account opening, service requests, and credit applications.Proactively educate members...


  • Minneapolis, United States Bankers Life Full time

    Financial Services Professional - Hybrid Experience Location: Minneapolis, MN, United States Job Category: Financial Representative Posted: 13-Jul-2023 Job Description Bankers Life®, one of the most respected companies in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial...

  • Member Service Lead

    4 weeks ago


    Minneapolis, Minnesota, United States TRUSTONE FINANCIAL CREDIT UNION Full time

    Job SummaryTruStone Financial Credit Union is seeking a highly skilled Member Service Lead to maintain a unique working knowledge of specialty and complex services. This role requires delivering exceptional member service through various channels, including phone, chat, and email. The ideal candidate will have 4+ years of related financial services...


  • Minneapolis, Minnesota, United States Ameriprise Financial Full time

    Deliver Expert Financial Planning ServicesAs a Senior Financial Planning Specialist at Ameriprise Financial, you will play a critical role in delivering high-quality financial planning expertise to our clients. Your primary responsibility will be to assist advisors in analyzing the financial situations of high-net-worth clients and developing strategies to...


  • Minneapolis, Minnesota, United States Securian Financial Group Full time

    Financial Reporting and Analysis RoleWe are seeking a highly skilled Financial Reporting and Analysis professional to join our team at Securian Financial Group. As a key member of our finance team, you will play a crucial role in preparing and distributing internal financial statements, regulatory accounting filings, and external audited financial statements...

  • Financial Director

    4 weeks ago


    Minneapolis, Minnesota, United States Creative Financial Staffing Full time

    Finance Manager Position OverviewWe are seeking a highly skilled Finance Manager to join our team at Creative Financial Staffing. This individual will have the opportunity to work with a talented group of professionals and contribute to the financial success of our organization.Key Responsibilities:Provide financial decision support to the executive team to...


  • Minneapolis, United States Ameriprise Financial Full time

    The Financial Advisor in Training position is intended for those who want to become a financial advisor in a team environment. As a Financial Advisor in Training, we provide necessary support to obtain your Series 7 and 66 and life insurance licenses as you start getting exposure to working with clients by scheduling appointments for our financial advising...

  • Financial Advisor

    3 weeks ago


    Minneapolis, Minnesota, United States Thrivent Financial Full time

    Financial Advisor Career OverviewAs a Thrivent Financial Advisor, you will have the opportunity to make a meaningful impact in the lives of others by providing holistic financial guidance and advice. This role is ideal for individuals who are passionate about helping others achieve their financial goals and live a more purposeful life.Key...


  • Minneapolis, Minnesota, United States Creative Financial Staffing Full time

    Accounting and Finance Leadership OpportunityCreative Financial Staffing is seeking a highly skilled Accounting and Finance Manager to join their dynamic team. As a key member of the organization, you will be responsible for leading the accounting and finance functions, ensuring accurate and timely financial reporting, and providing strategic financial...