Account Services Analyst
2 days ago
Account Services Analyst In Pacifica Continental, we are looking for an Account Services Analyst to join an important bank in Miami. Primary Responsibilities: The function has as objective to provide support to and execute the demands from the clients, resolving all incidents (requests) received by the area, also support other areas of the Bank and Broker Dealer, manage and complete maintenance on information related to new and existing customers and accounts. Includes the following but is not necessarily an exhaustive list of all responsibilities, duties, performance standards or requirement efforts, skills, or working conditions associated with the job. Process all maintenance for new/existing clients such as personal information, account title, types, adjustments among other maintenance requests for the bank and Pershing. Open new CIF for clients as requested by different areas of the bank and Pershing. Reviews and Update W-8 forms to certify accounts for avoid withholding. Review account Opening documents for accuracy. Support and coordinate inquiries and investigations. Open and close Certificate of Deposits for new and existing clients. Process manual interest input on CDs when needed. Reconcile different G/Ls and Account concentrations that are used for internal processes. Investigate and process unposted items to correct accounts. Receives customers’ requests by 360 CRM and analyzes these requests to provide solutions or additional information. Maintain customer records by updating account information. Signature Verification on all client’s requests. Complete Exception Item Processing (EIP) including NSF, Chargeback, and review of Checks, incoming and outgoing return items. Scanning of client’s file and allocation of documents to the imaging system (Synergy) Perform audits confirmation. Support department employees on their daily work and projects. Support Audit and Regulators demands. Qualifications: Excellent computer, people skills, as well as organizational skills. Flexible Schedule that may require to do overtime. Education and Experience: High School Diploma or bachelor’s degree preferred, 5 years + Customer Service experience and banking experience, including bank regulations is preferred. Language Skills: Speak, read, and write English and Spanish. Reasoning Ability: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations. Computer Skills: To perform this job successfully, an individual should have knowledge of Microsoft Office applications, Database, Internet, Spreadsheet and Word Processing software. On site in Miami. #J-18808-Ljbffr
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Account Services Analyst
2 days ago
Miami, FL, United States Pacifica Continental Full timeAccount Services Analyst In Pacifica Continental, we are looking for an Account Services Analyst to join an important bank in Miami. Primary Responsibilities: The function has as objective to provide support to and execute the demands from the clients, resolving all incidents (requests) received by the area, also support other areas of the Bank and Broker...
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Accounts Receivable Analyst FL
2 weeks ago
miami, United States Creative Financial Staffing Full timeAccounts Receivable Analyst About the Accounts Receivable Analyst opportunity: Fast-growing company with tremendous acquisition-driven growth High energy/ collaborative culture CFS has successfully placed over 130 individuals with this organization in the last 7 years! Responsibilities of the Accounts Receivable Analyst: Interpret and apply accounting...
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Accounts Receivable Analyst FL
2 weeks ago
miami, United States Creative Financial Staffing Full timeAccounts Receivable Analyst About the Accounts Receivable Analyst opportunity: Fast-growing company with tremendous acquisition-driven growth High energy/ collaborative culture CFS has successfully placed over 130 individuals with this organization in the last 7 years! Responsibilities of the Accounts Receivable Analyst: Interpret and apply accounting...
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Accounts Receivable Analyst FL
2 weeks ago
Miami, United States Creative Financial Staffing Full timeAccounts Receivable AnalystRead the overview of this opportunity to understand what skills, including and relevant soft skills and software package proficiencies, are required.About the Accounts Receivable Analyst opportunity:Fast-growing company with tremendous acquisition-driven growthHigh energy/ collaborative cultureCFS has successfully placed over 130...
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Accounts Receivable Analyst FL
2 weeks ago
Miami, United States Creative Financial Staffing Full timeAccounts Receivable AnalystRead the overview of this opportunity to understand what skills, including and relevant soft skills and software package proficiencies, are required.About the Accounts Receivable Analyst opportunity:Fast-growing company with tremendous acquisition-driven growthHigh energy/ collaborative cultureCFS has successfully placed over 130...
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Junior Accounting Analyst FL
2 weeks ago
Miami, United States Creative Financial Staffing Full timeJunior Accounting AnalystMake your application after reading the following skill and qualification requirements for this position.About the Junior Accounting Analyst opportunity:Large, growing technology company with a lot of room for career advancement!Provides hands-on training and ongoing support.Competitive compensation.Responsibilities of the Junior...
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Accounts Receivable Analyst
2 months ago
Miami, United States Robert Half Full timeJob DescriptionJob DescriptionWe are in the search for a diligent Accounts Receivable Analyst to join our team in Miami, Florida. In this role, you will play a pivotal part in optimizing cash flow, maintaining positive relationships with customers, and adhering to financial controls and standards. This is a long-term contract employment opportunity in the...
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Junior Accounting Analyst FL
2 weeks ago
south miami, United States Creative Financial Staffing Full timeJunior Accounting Analyst About the Junior Accounting Analyst opportunity: Large, growing technology company with a lot of room for career advancement! Provides hands-on training and ongoing support. Competitive compensation. Responsibilities of the Junior Accounting Analyst: Resolve billing discrepancies. Ensure that invoicing coding is accurate. Post...
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Junior Accounting Analyst FL
2 weeks ago
south miami, United States Creative Financial Staffing Full timeJunior Accounting Analyst About the Junior Accounting Analyst opportunity: Large, growing technology company with a lot of room for career advancement! Provides hands-on training and ongoing support. Competitive compensation. Responsibilities of the Junior Accounting Analyst: Resolve billing discrepancies. Ensure that invoicing coding is accurate. Post...
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Accounting Specialist
2 days ago
Miami, Florida, United States Kelly Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Accounting Specialist to join our team as a Financial Analyst.About the RoleThis is a part-time opportunity for 20 hours per week. The successful candidate will be responsible for preparing and maintaining financial statements and reports in accordance with GAAP, managing day-to-day accounting...
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Accounting Business Analyst
7 days ago
Miami, United States Robert Half Full timeJob DescriptionJob DescriptionWe are seeking an Accounting Business Analyst to be 100% ONSITE in Miami, Florida OFFICE. The role involves analysis and reconciliation of accounts primarily in the commercial sector, preparation of variance reports, and creation of supporting financial forecasts and budgets based on operating plans. You will be expected to...
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Project Analyst, Fleet Accounting Systems
1 week ago
Miami, United States INSPYR Solutions Full timeTitle: Project Analyst (Fleet Accounting Systems) Location: Miami, FL (onsite) Duration: 6+ month contract Compensation: $40 - $50 hr Work Requirements: US Citizen, GC Holders or Authorized to Work in the US Project Analyst (Fleet Accounting Systems) Job Description: We are seeking a detail-oriented and organized Business Analyst with a strong focus on...
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miami, United States Creative Financial Staffing Full timeAccounts Receivable Analyst About the Accounts Receivable Analyst opportunity: Fast-growing company with tremendous acquisition-driven growth High energy/ collaborative culture CFS has successfully placed over 130 individuals with this organization in the last 7 years! Responsibilities of the Accounts Receivable Analyst: Interpret and apply accounting...
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Account Services Operations Specialist
6 days ago
Miami, Florida, United States Pacifica Continental Full timeJob DescriptionPacifica Continental seeks a skilled Account Services Analyst to support its Miami location.Responsibilities:Maintain accurate customer information and process maintenance requests for new and existing accounts.Review and update account opening documents, W-8 forms, and certificate of deposits as needed.Support inquiries and investigations,...
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Accounts Receivable Analyst FL
2 weeks ago
Miami, FL, United States Creative Financial Staffing Full timeAccounts Receivable Analyst About the Accounts Receivable Analyst opportunity: Fast-growing company with tremendous acquisition-driven growth High energy/ collaborative culture CFS has successfully placed over 130 individuals with this organization in the last 7 years! Responsibilities of the Accounts Receivable Analyst: Interpret and apply accounting...
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Miami, Florida, United States ORCOM US Full timeJob DescriptionThe ORCOM US company seeks an experienced accountant to fill the position of Financial Analyst. With a strong focus on financial transactions, budget analysis, and payroll management, this role is ideal for detail-oriented professionals with a deep understanding of accounting best practices.**Responsibilities:**Enter financial data into our...
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Miami, Florida, United States CGC Group Inc. Full timeJob Summary:We are seeking a detail-oriented and organized Business Analyst to join our team at CGC Group Inc. This role is essential for ensuring that all project-related documentation is accurate, thorough, and accessible for stakeholders.About the Role:As a Business Analyst, you will work closely with cross-functional teams, including project managers,...
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Project Analyst, Fleet Accounting Systems
2 weeks ago
Miami, United States INSPYR Solutions Full timeTitle: Project Analyst (Fleet Accounting Systems) Location: Miami, FL (onsite) Duration: 6+ month contract Compensation: 40-50 hr Work Requirements: US Citizen, GC Holders or Authorized to Work in the US Job Description: We are seeking a detail-oriented and organized Business Analyst with a strong focus on project documentation and a supporting role in...
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Project Analyst, Fleet Accounting Systems
1 week ago
Miami, United States INSPYR Solutions Full timeTitle: Project Analyst (Fleet Accounting Systems)Scroll down to find an indepth overview of this job, and what is expected of candidates Make an application by clicking on the Apply button.Location: Miami, FL (onsite)Duration: 6+ month contract Compensation: 40-50 hrWork Requirements: US Citizen, GC Holders or Authorized to Work in the USJob Description: We...
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Analyst
3 months ago
miami, United States BTG Pactual Full timeThe Client Onboarding Analyst will be responsible for providing operational support to clients of our Broker Dealer firm. They will work closely with clients, partners, and relationship managers to assist with account opening and maintenance, resolve issues related to account access and account information, and ensure that the client is satisfied with the...