Financial Operations Associate
1 month ago
Sabal Trust Company, Florida’s largest independent trust company, is seeking a professional to join our Middle Office support team located in St. Petersburg, Florida. This team is responsible for ensuring that needs are met, and service is delivered to both internal and external clients.
Job Summary:
A Financial Services Operations Associate provides processing support for client accounts including account openings, securities transactions, cash movement, posting transactions and account closures. This position also assists with researching complex matters, working with third party vendors, preparing management reports and following company procedures. This position serves as a direct contact to solve difficult matters and provide training. Associates are viewed as subject matter experts in various areas and must be willing to share knowledge to exceed corporate goals.
Essential Duties and Responsibilities:
- Performs data entry on the Trust Accounting System for cash processing to support disbursement and receipt transactions for checks, wires, ACH, transfers, tax withholding, and general ledger posting. In addition, completes account maintenance, fee collection, and daily department balancing.
- Processes a variety of complex financial transactions accurately and timely including opening new accounts, transferring assets, and closing accounts.
- Provides on-going training for new associates and existing personnel.
- Researches and provides resolution on advanced business issues.
- Posts and delivers cost basis for incoming and outgoing asset transfers.
- Monitors incoming wires and ensures timely and accurate posting.
- Reviews requests to insure completeness, accuracy and proper authorizations.
- Responds to both internal and external customer inquiries.
- Resolves issues with internal teams and third-party vendors.
- Serves as liaison between external operations and retail teams.
- Monitors transactions to ensure accuracy. Posts corrections as needed or requested.
- Assists team to exceed the needs and expectations of clients.
Knowledge and Skills Required:
- Minimum of ten years of operations and/ or back-office experience with a trust company or financial services / brokerage firm.
- High school diploma required; college degree is a plus.
- Excellent computer skills with proficiency in Microsoft Office software, particularly Excel.
- Ability to analyze data to identify discrepancies and to make informed decisions.
- Attention to detail and ability to multi-task.
- Strong communication and client relationship management skills.
- Ability to take initiative and be self-motivated.
- Credit and background screening required.
The position offers a competitive salary, bonus potential and a comprehensive benefits package.
-
Financial Analyst FL
3 minutes ago
saint petersburg, United States Creative Financial Staffing Full timeFinancial AnalystOur client is seeking a Financial Analyst to join their team. This position will report directly to the Director of Accounting.About the company and opportunity: This company is a growing PE company headquartered right here in St Petersburg! This company has been around for 20+ years and continues to show steady growth This company boasts a...
-
Senior Financial Planning Associate
3 weeks ago
Saint Peter, Minnesota, United States Ameriprise Financial Full timeJob OverviewAs an Associate Financial Advisor at Ameriprise Financial, you will play a pivotal role in the smooth operation of our fast-paced and friendly financial planning office. This position offers a unique opportunity to hone your skills and build a base of clients under the guidance of an experienced financial advisor. Your primary responsibility will...
-
Financial Operations Associate
2 months ago
St Petersburg, United States Sabal Trust Company Full timeSabal Trust Company, Florida’s largest independent trust company, is seeking a professional to join our Middle Office support team located in St. Petersburg, Florida. This team is responsible for ensuring that needs are met, and service is delivered to both internal and external clients. Job Summary:A Financial Services Operations Associate provides...
-
saint petersburg, United States Creative Financial Staffing Full timeFinancial AnalystOur client is seeking a Financial Analyst to join their team. This position will report directly to the Director of Accounting.About the company and opportunity: This company is a growing PE company headquartered right here in St Petersburg! This company has been around for 20+ years and continues to show steady growth This company boasts a...
-
Financial Operations Manager
4 weeks ago
Petersburg, United States Bon Secours Mercy Health Full timeJob SummaryThis role is responsible for providing financial and operational support to the designated sites by working with the corporate office, management, staff, and other key leaders. The successful candidate will have a strong background in finance and be able to analyze financial data to support strategic decision-making.Key Responsibilities• Develop...
-
Account Management Associate
2 weeks ago
St Petersburg, United States Dynasty Financial Partners Full timeThe Dynasty Operations team is responsible for the overall administration of the firm's turnkey asset management program (TAMP). The Senior Account Management associate will report directly to the SVP, Head of Account Management, and is responsible for performing various duties in response to service requests and emails related to the onboarding and...
-
Financial Operations Manager
4 weeks ago
St. Petersburg, United States Creative Financial Staffing Full timeJob Overview:The Assistant Controller will lead the Accounting Team and play an active role in financial processes, ensuring the accuracy of financial records, compliance with policies, and adherence to GAAP. This role includes supervising staff, overseeing financial statement preparation, and contributing to audits and reporting.Key Responsibilities:•...
-
Account Management Associate
2 weeks ago
St Petersburg, United States Dynasty Financial Partners Full timeThe Dynasty Operations team is responsible for the overall administration of the firm's turnkey asset management program (TAMP). The Senior Account Management associate will report directly to the SVP, Head of Account Management, and is responsible for performing various duties in response to service requests and emails related to the onboarding and...
-
Senior Account Management Associate
4 weeks ago
Saint Petersburg, FL, United States Dynasty Financial Partners Full timeThe Dynasty Operations team is responsible for the overall administration of the firm's turnkey asset management program (TAMP).The Senior Account Management associate will report directly to the SVP, Head of Account Management, and is responsible for performing various duties in response to service requests and emails related to the onboarding and...
-
Financial Operations Specialist
4 weeks ago
Petersburg, Virginia, United States Bon Secours Mercy Health Full timeAbout the RoleWe are seeking a highly skilled Financial Operations Specialist to join our team at Bon Secours Mercy Health. In this role, you will provide financial and operational support to our designated sites, working closely with the corporate office, management, and other key leaders.As a Financial Operations Specialist, you will be responsible for...
-
Financial Operations Manager
4 weeks ago
Petersburg, Virginia, United States Bon Secours Mercy Health Full timeAbout the RoleWe are seeking a highly skilled Financial Operations Manager to join our team at Bon Secours Mercy Health. This is a critical role that will provide financial and operational support to our designated sites, working closely with the corporate office, management, and other key leaders.Key ResponsibilitiesDevelop and implement annual operating...
-
Financial Analyst
2 months ago
St. Petersburg, United States Creative Financial Staffing Full timeFinancial AnalystOur client is seeking a Financial Analyst to join their team. This position will report directly to the Director of Accounting. About the company and opportunity: This company is a growing PE company headquartered right here in St Petersburg! This company has been around for 20+ years and continues to show steady growth This company boasts...
-
Financial Operations Specialist
1 month ago
Saint Petersburg, United States SMGABA, LLC Full timeJob OverviewAs a Staff Accountant at SMG ABA, LLC, you will play a key role in managing the financial tasks for multiple clients. Your responsibilities will include preparing profit and loss reports, processing payroll, handling taxes, and performing reconciliations. You will ensure accuracy and compliance in all financial records while contributing to a...
-
saint petersburg, United States Creative Financial Staffing Full timeAccountantDowntown St. Petersburg, FL Join Our Client's Team as an Accountant! Are you a detail-oriented accounting professional looking for an exciting opportunity to excel in your career? We're on the lookout for a meticulous Accountant to join our client's sports organization and play a key role in the financial operations. As a member of the team,...
-
Risk Operations Specialist
3 weeks ago
Saint Petersburg, United States Bankers Financial Corp Full timeJob Title:Job DescriptionAt Bankers Financial Corp, we're seeking a highly skilled Risk Operations Specialist to join our team. As a key member of our Surety Division, you'll play a critical role in ensuring the timely handling of forfeitures and judgments to prevent losses for our company and its agents.Key Responsibilities:Monitor and manage groups of...
-
Senior Financial Operations Manager
4 weeks ago
Saint Petersburg, FL, United States Draper Labs Full timeJob SummaryThe Senior Financial Operations Manager will oversee all accounting and financial operations activities, maintaining a strong financial and internal control environment. This role is a key member of the financial leadership team and reports to the Vice President, CFO & Treasurer.Key ResponsibilitiesOversee all accounts, ledgers, and financial...
-
Senior Account Management Associate
4 weeks ago
Saint Petersburg, FL, United States Dynasty Financial Partners Full timeJob DescriptionThe Dynasty Operations team is responsible for the overall administration of the firm's turnkey asset management program (TAMP).Key Responsibilities:Deliver exceptional client service as a central point of contact for onboarding new accounts, changing strategies on accounts, and terminating accounts on the TAMP.Complete service requests that...
-
Financial Counselor
2 weeks ago
SAINT PETERSBURG, United States Fisher Investments Full timeDo you have an interest in working in the United States with high-net-worth clients living in the UK? Come join our firm as an Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of...
-
Financial Consultant
19 hours ago
SAINT PETERSBURG, United States Fisher Investments Full timeDo you have an interest in working in the United States with high-net-worth clients living in the UK? Come join our firm as an Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of...
-
Chief Financial Officer
1 week ago
saint petersburg, United States Plasma-Therm Full timeThe Chief Financial Officer is responsible for overseeing the fiscal health of the company. They will direct the financial functions of the corporation in accordance with generally accepted accounting principles issued by the Financial Accounting Standards Board, the Securities and Exchange Commission, and other regulatory and advisory organizations and in...