Financial Specialist
25 minutes ago
Job Type Full-time, Part-time Description Summary of Job The Accounts Specialist will be responsible for a range of general staff accounting tasks but will be primarily responsible for all accounting work associated with processing accounts payable, expense reporting submissions. The Insurance Specialist will be responsible to make sure all insurances are active and covered for the assigned services and will follow up with referral agencies to get coverage and/ or authorizations. Duties and Responsibilities Keeping track of all payments and expenditures, including payroll, purchase orders, invoices, statements, etc. Reconciling processed work by verifying entries and comparing system reports to balances Maintaining historical records Paying employees by verifying expense reports and preparing pay checks Paying vendors by scheduling pay checks and ensuring payment is received for outstanding credit; generally responding to all vendor enquiries regarding finance Preparing analyses of accounts and producing monthly reports Continuing to improve the payment process Calculate, post business transactions, process invoices, verify financial data for use in maintaining accounts payable records, and provide other clerical support necessary to pay the obligations of the organization Clarify any questionable invoice items, prices or receiving signatures Obtain proper information and/or data regarding invoice payments Assemble invoices to be completed for payment Verify and calculate all extensions and totals on invoices (calculating and taking discounts when applicable), Review invoices and requisitions for satisfactory payment approval Check vendor files for any previous payments and assign voucher numbers Maintain copies of vouchers, invoices or correspondence necessary for files Prepare vouchers listing invoice number, date, vendor address, item description, amounts and coding per accounting policies and procedures Type periodic reports and other records Checking Insurances and following up w/ necessary parties for renewal Attend needed meeting / Trainings for the Company Requirements Knowledge, Skills and Abilities Required QuickBooks Medical Billing Excellent computer skills, including Word and Excel in a Microsoft Windows environment. Effective oral and written communication skills. General knowledge of various employment laws and practices. Excellent interpersonal skills. Skills in database management and record keeping. Able to exhibit a high level of confidentiality. Excellent organizational skills. Must be able to identify and resolve problems in a timely manner. Must be able to gather and analyze information skillfully. Comfortable using a computer for various tasks beyond general accounting. Able to handle supervisory responsibility if necessary. Understanding of payments, accounting, and budgeting. Salary Description $50,000.00 - $70,000.00 per year
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Retirement Plan Specialist I
2 weeks ago
Rutherford, United States Transamerica Full timeOverviewEmployer Industry: Financial ServicesWhy consider this job opportunity:Total compensation estimated to be up to $95,000 annuallyOpportunity for sales and performance bonusesComprehensive benefits package, including a pension plan and 401k matchPaid Time Off starting at 160 hours annually, plus ten paid holidays per yearFully remote work...
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Retirement Plan Specialist I
2 weeks ago
Rutherford, United States Transamerica Full timeOverview Employer Industry: Financial Services Why consider this opportunity: Salary up to $95,000 per year Monthly, quarterly, and annual bonuses available Comprehensive benefits package: pension plan, 401(k) match, medical, dental, and vision insurance Paid Time Off starting at 160 hours annually, plus 10 paid holidays Career training and development...
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Branch Collection Specialist
4 weeks ago
East Stroudsburg, United States OneMain Financial Full timeBranch Collections Specialist At OneMain, the Branch Collections Specialist contacts customers to help them succeed in resolving their financial obligations by arranging for repayment or settlement of account balances. Branch Collections Specialists focus on our existing customers who have long-term relationships with OneMain. In the role Responsible for...
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Retirement Plan Specialist-Financial Counselor
2 weeks ago
Rutherford, United States Transamerica Full timeEmployer Industry: Financial Services Why consider this job opportunity: Salary up to $60,750 per year Bonus eligibility based on performance, potentially reaching 5% Comprehensive benefits package including medical, dental, vision, and disability insurance Opportunities for career training and development, including support for obtaining necessary licenses...
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Remote Retirement Planning Specialist
2 weeks ago
Rutherford, United States Transamerica Full timeA reputable financial services company located in New Jersey is seeking a customer support representative to provide product information and assist customers via phone and email. The ideal candidate should hold a bachelor’s degree, have at least one year of experience in the financial services industry, and possess strong communication skills. This...
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Loan Sales Specialist
2 weeks ago
East Stroudsburg, United States OneMain Financial Full timeAt OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for lifes expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement...
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Rutherford, United States Transamerica Full timeA leading financial services firm is offering an exciting opportunity that includes a salary up to $95,000 annually and a fully remote work environment. The role requires a Bachelor’s degree or equivalent and licenses like FINRA Series 6, 63, and 65. Candidates should have at least one year of experience in the financial services industry. The perks...
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Loan Sales Specialist
7 days ago
East Stroudsburg, PA, United States OneMain Financial Full timeAt OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and...
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Loan Sales Specialist
6 hours ago
East Stroudsburg, PA, United States OneMain Financial Full timeAt OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and...
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Branch Collections Specialist
3 weeks ago
East Point, GA, United States OneMain Financial Full timeAt OneMain, the Branch Collections Specialist contacts customers to help them succeed in resolving their financial obligations by arranging for repayment or settlement of account balances. Branch Collections Specialists focus on our existing customers who have long-term relationships with OneMain. Skills, Experience, Qualifications, If you have the right...