Financial Services Administrator

1 month ago


Little Rock AR United States Apex Staffing, Inc. Full time
Top Little Rock financial firm seeking a Financial Client Services Administrator to serve as the true connection between clients and the internal team. The qualified candidate enjoys and excels at managing the day-to day operations, compliance, and technology and comes from a finance or banking background.

Job Duties:
Provide administrative support as needed: answer calls, manage contacts, manage schedules and produces report
Maintain and retain office files consistent with firm/professional policies and requirements
Send paperwork to clients using the electronic signature system
Quality check and submit custodial items for processing
Engage and support weekly Client Prep meetings, ensuring Advisory and Client Services teams are ready and prepped for upcoming client meetings
Support client onboarding requirements with financial planning and investment management applications
Prepare and produce back-office support demands for basic client account requests
Gather and prepare necessary information for advisory meetings with clients.

Experience and Education:
Bachelor’s degree preferred
1-4 years of experience in banking/financial services including retirement plans and custodial funds
Familiarity with MS Office, basics of CRM system, and basic technology.
Excellent communication skills (verbal, written and listening)
Ability to handle stress in client relations and a busy office environment
Excellent time management and strong organizational skills
Ability to prioritize multiple tasks and anticipate potential problems
Proficiency in Salesforce (CRM) preferred
$40 - $45k with excellent benefits

  • Little Rock, United States Global Financial Impact - Christian Cruce Full time

    Job DescriptionJob DescriptionWe’re transforming the financial landscape. We’re building a movement of financial professionals who are passionate about making a difference. Our goal is to equip individuals with the skills, knowledge, and resources they need to succeed in the world of finance.We believe that everyone, regardless of their background or...


  • Little Rock, United States Global Financial Impact - Kristen Temple Full time

    Job DescriptionJob DescriptionWe’re transforming the financial landscape. We’re building a movement of financial professionals who are passionate about making a difference. Our goal is to equip individuals with the skills, knowledge, and resources they need to succeed in the world of finance.We believe that everyone, regardless of their background or...


  • Little Rock, United States Ben Owens - State Farm Agent Full time

    Job DescriptionJob DescriptionROLE DESCRIPTION:Ben Owens - State Farm Agent is searching for a competitive Producer who can recognize opportunities and strategically turn leads into long-lasting customer relationships. As our Financial Services Administrator State Farm Agent Team Member, your knowledge of insurance products and industry trends equips you to...

  • Financial Advisor

    3 days ago


    North Little Rock, United States First Command Financial Services, Inc. Full time

    4 out of 5 of our Advisors are veterans or military spousesWho we are:First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal drive, entrepreneurial mindsets and a desire for professional growth.What our Advisors do: Directly engage...

  • Financial Controller

    3 weeks ago


    Little Rock, Arkansas, United States Universal Health Services, Inc. Full time

    Responsibilities Pinnacle Pointe Outpatient offers a wide range of outpatient services across the state of Arkansas with service delivery models to fit the various needs of patients as young as age 5. We address a variety of emotional/behavioral health needs for children, teens and adults in a traditional clinic-based setting, but we're also able to offer...


  • Little Rock, Arkansas, United States Universal Health Services, Inc. Full time

    Responsibilities Pinnacle Pointe Outpatient offers a wide range of outpatient services across the state of Arkansas with service delivery models to fit the various needs of patients as young as age 5. We address a variety of emotional/behavioral health needs for children, teens and adults in a traditional clinic-based setting, but we're also able to offer...

  • Financial Controller

    2 months ago


    Little Rock, United States Pinnacle Pointe Outpatient Services Full time

    Job Description Responsibilities Pinnacle Pointe Outpatient offers a wide range of outpatient services across the state of Arkansas with service delivery models to fit the various needs of patients as young as age 5. We address a variety of emotional/behavioral health needs for children, teens and adults in a traditional clinic-based setting,...


  • Little Rock, United States Pinnacle Pointe Outpatient Services Full time

    Job Description Responsibilities Pinnacle Pointe Outpatient offers a wide range of outpatient services across the state of Arkansas with service delivery models to fit the various needs of patients as young as age 5. We address a variety of emotional/behavioral health needs for children, teens and adults in a traditional clinic-based setting,...


  • Little Rock, United States Stealth Recruiting Services Full time

    150k to 200k plus bonus potential 20% Job Description A Growing, Top Notch, Popular, Hospitality Group (Fast Food, Casual Dining, and Fine Dining, Cafes and Hotels) is looking for a CFO for their Executive Team based in Little Rock, Arkansas. Prefer experience in the multi unit, multi brand, concept Restaurant Industry! *Salary $150K - $200K based on your...


  • Little Rock, United States Stealth Recruiting Services Full time

    150k to 200k plus bonus potential 20% Job Description A Growing, Top Notch, Popular, Hospitality Group (Fast Food, Casual Dining, and Fine Dining, Cafes and Hotels) is looking for a CFO for their Executive Team based in Little Rock, Arkansas. Prefer experience in the multi unit, multi brand, concept Restaurant Industry! *Salary $150K - $200K based on your...


  • Little Rock, United States Stealth Recruiting Services Full time

    150k to 200k plus bonus potential 20% Job Description A Growing, Top Notch, Popular, Hospitality Group (Fast Food, Casual Dining, and Fine Dining, Cafes and Hotels) is looking for a CFO for their Executive Team based in Little Rock, Arkansas. Prefer experience in the multi unit, multi brand, concept Restaurant Industry! *Salary $150K - $200K based on your...


  • Little Rock, United States University of Arkansas for Medical Sciences Full time

    Summary of Job Duties :The Department Business Administrator is responsible for tracking and reporting financials in general operating, service, auxiliary, capital, state/federal/other grant and contract funds on a monthly, quarterly, biannual, and annual basis. This position provides operational management support and is a key trainer on various...


  • Little Rock, United States Windranger Full time

    About Us Game7 is one of the most trusted and most recognized organizations in the Web3 gaming industry. We are dedicated to expanding the Web3 Gaming ecosystem as a whole by creating technical solutions for blockchain-based gaming experiences, and creating and publishing high quality games that empower players and creators. Our mission is to deliver...


  • Little Rock, United States Windranger Full time

    About Us Game7 is one of the most trusted and most recognized organizations in the Web3 gaming industry. We are dedicated to expanding the Web3 Gaming ecosystem as a whole by creating technical solutions for blockchain-based gaming experiences, and creating and publishing high quality games that empower players and creators. Our mission is to deliver...


  • Little Rock, United States University of Arkansas for Medical Sciences Full time

    The Department Business Administrator is responsible for tracking and reporting financials in general operating, service, auxiliary, capital, state/federal/other grant and contract funds on a monthly, quarterly, biannual, and annual basis. This posit Administrator, Business, Department, Operations, Retail, Education


  • Little Rock, United States JTS Financial Full time

    Job DescriptionJob DescriptionDescription:Job Summary:The Member Service Representative is responsible for providing exceptional customer service to members regarding Employee benefits, billing, enrollment and claims inquiries in a Call Center environment. The representative will provide courteous, empathic, and professional service while providing accurate...


  • Little Rock, United States University of Arkansas for Medical Sciences Full time

    Summary of Job Duties :The Assistant Department Administrator will oversee the coordination of all administrative and fiscal matters of the Division as it relates to the College of Medicine (COM) and Arkansas Children’s Hospital (ACH). The duties include administrative responsibility for all personnel matters including interviewing; hiring; discipline...


  • Little Rock, United States JTS Financial Full time

    Job DescriptionJob DescriptionDescription:Job Summary:Manager Member Services is responsible for overseeing the daily operations of Member Services department. Manager of Member Services is responsible for managing the Member Service Call center. .Primary Duties and Responsibilities:The duties listed below are some of the duties that may be assigned and may...


  • Little Rock, United States JTS Financial Full time

    Job DescriptionJob DescriptionDescription:Job Summary:Manager Member Services is responsible for overseeing the daily operations of Member Services department. Manager of Member Services is responsible for managing the Member Service Call center. .Primary Duties and Responsibilities:The duties listed below are some of the duties that may be assigned and may...


  • Little Rock, United States Frost Full time

    Job Summary: The Chief Financial Officer for hire assumes responsibility for directing and supervising the financial operations of multiple client corporations with intermittent or part-time demands for a Chief Financial Officer. This role entails overseeing the preparation of timely financial reports and summaries for clients, as well as generating...