Client Account Administrator

SVA is looking for a Senior Accountant to join our growing Client Accounting Services team in our Madison, WI location. This is the opportunity you have been looking for! In this role, you will develop your skills across industries, find your passion and the perfect fit. You will benefit from continuous learning through client-facing interactions and develop...

Job DescriptionOverview: We are currently in search of a highly organized and detail-oriented Administrative Accounting Assistant to become part of our team. This role is a great fit for individuals with a talent for numbers and strong administrative abilities. The ideal candidate will possess excellent communication skills, proficiency in accounting...

Great Golf, Racquet Sports, Fitness, Dining and so much more! For over 60 years, TPC Wisconsin, formerly Cherokee Country Club, has served as Madison’s only private facility to offer an 18-hole golf course, all-season golf range, indoor and outdoor tennis, pickleball, athletic training facility and outdoor pool. Our Champions Grille and event spaces host...

401(k) Plan Administrator Premier Retirement Partners is a Third Party Administration firm which provides retirement plan consulting and administration. We are seeking a full-time team member for our Madison office. After meeting training criteria, there is the option to work remotely for part of the work week. Job Responsibilities: The person in this...

Job DescriptionJob DescriptionPosition Mission: Responsible for achieving and maintaining a high level of client satisfaction by providing accounting and consulting services to our commercial and not-for profits clientsHow will you achieve this mission:Manage day-to-day accounting reporting accuracy for assigned clients utilizing available tools to ensure...

Job DescriptionJob DescriptionPosition Mission: Responsible for achieving and maintaining a high level of client satisfaction by providing accounting and consulting services to our commercial and not-for profits clientsHow will you achieve this mission:Manage day-to-day accounting reporting accuracy for assigned clients utilizing available tools to ensure...

**Summary** The Client Services Associate assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and...

JOB REQUIREMENTS: Description Summary The Client Services Associate assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for...

Office Administrator (39644) Our client is an organization in the Madison area looking for an Office Administrator. Our client is looking for someone with previous clerical accounting and administrative experience, strong communications skills and great interpersonal skills. This company emphasizes work-life balance, collaboration, and support. The salary...

Office Administrator (39644) Our client is an organization in the Madison area looking for an Office Administrator. Our client is looking for someone with previous clerical accounting and administrative experience, strong communications skills and great interpersonal skills. This company emphasizes work-life balance, collaboration, and support. The salary...

As a Client Specialist, you will: Provide exceptional client service and operational support for one or more Financial Advisors following a wealth management or portfolio management business approach. - Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing...

Location: Madison, Wisconsin Sector: Admin Employment Type: Permanent Job ID: 39644 Date Added: 05/21/2024 APPLY NOW View All Jobs Our client is seeking a Project Assistant to join their team on a permanent basis. This position entails clerical accounting, administrative, and office management duties. The person in this position will support the sales...

**Why Work for Cress Funeral & Cremation Service - University?** **_ Service_** - At every level, our dedicated team members display a strong work ethic and commitment to our core values, respect for the family, the profession, and the individual. - Work with leading experts in the funeral and cemetery profession. **_Benefits_** - Robust Health and Welfare...

Why Work for Cress Funeral & Cremation Service - University?_ Service_ At every level, our dedicated team members display a strong work ethic and commitment to our core values, respect for the family, the profession, and the individual. Work with leading experts in the funeral and cemetery profession._Benefits_ Robust Health and Welfare Plans, and savings...

Site Administrator Technician BCforward is currently seeking a highly motivated Site Administrator Technician at Madison, IN. Job Title: Site Administrator Technician Work Location: Madison, IN Estimated Start Date: ASAP Summary This individual will be physically located in Madison to maintain service and provide technical and administrative support to all...

Job DescriptionJob DescriptionWe are helping one of our esteemed clients with their search for an Administrative Assistant. The main function of the Administrative Assistant role is to provide high-level administrative support by conducting research, handling information requests, and performing clerical functions. Please apply today if you're interested...

Job DescriptionJob Title: Accounting ManagerOur client seeks an exceptional Accounting Manager to lead their financial team. This role oversees accounting operations for a diverse portfolio, ensuring accuracy and timeliness in financial reporting. Located in downtown Madison, you'll join and lead an experienced team.Key Responsibilities:Oversee daily...

*Job Title: Accounting Assistant*Location: Madison, WIJob Description:We are seeking a detail-oriented and proactive Accounting Assistant to join our client's team. The Accounting Assistant will play a crucial role in supporting their accounting department by performing various clerical and administrative tasks. The ideal candidate will have a strong...

Have you consistently bridged the gap between businesses and their clients, creating lasting relationships and ensuring unparalleled service delivery? Do you thrive in fast-paced, client-centric environments where every interaction matters? If the answer is yes, we invite you to elevate your career with us at Understory.As a Client Success Representative at...

Have you consistently bridged the gap between businesses and their clients, creating lasting relationships and ensuring unparalleled service delivery? Do you thrive in fast-paced, client-centric environments where every interaction matters? If the answer is yes, we invite you to elevate your career with us at Understory.As a Client Success Representative at...