Financial Services Associate

Job OverviewPosition Summary:This role is situated within a financial services environment. The Financial Services Consultant will collaborate closely with Investment Advisors to facilitate investment transactions within the Investment Program. The primary objective will be to cater to a designated client demographic within the broader market.Key...

Join a vibrant team at Centri Business Consulting, LLC, where we are excited to offer a position for a Senior Associate specializing in outsourced accounting. This role encompasses a variety of essential functions, including the preparation of monthly reconciliations, thorough review of equity agreements, generation of cash flow reports, and collaboration...

ALTA IT Services is currently in search of a skilled Financial Operations Specialist to support a non-profit organization. This full-time role encompasses delivering financial assistance to the client and their associated Accounting Firm. Candidates should possess a minimum of five years of financial experience, along with a Bachelor's degree in a relevant...

About the RoleWe are seeking a highly motivated and experienced Financial Advisor to join our team at Coastal Credit Union. As a Financial Advisor, you will play a critical role in helping our members achieve their financial goals and objectives.Key ResponsibilitiesDevelop and implement annual business plans to drive growth and revenueUse our approved sales...

Position Overview:The Finance Associate will play a crucial role in supporting various functions within the Finance department, including Accounts Receivable and Accounts Payable. This position involves processing financial transactions with precision and adherence to departmental standards, while ensuring effective communication with both internal and...

Position OverviewAre you looking to take charge of your career in the financial services industry? Consider the opportunity to work with Melvin Green III - State Farm Agent. As part of our agency, you will gain invaluable insights into what it takes to operate as a State Farm Agent. Your role will involve fostering and nurturing customer relationships within...

Position OverviewAre you looking to embark on a rewarding career in the insurance and financial services sector? Consider the opportunity to work with Melvin Green III - State Farm Agent. As part of our agency, you will gain invaluable insights into what it takes to thrive as a State Farm Agent. Your role will involve cultivating and nurturing customer...

About WakeMed:Serving the community since 1961, WakeMed Health & Hospitals is a leading healthcare provider in Wake County. Our mission is to improve the health and well-being of our community by delivering outstanding and compassionate care. For more information, visit our website.Position Information:The Patient Financial Services Representative will play...

Job Type: Full-time Position Overview:We are looking for a highly skilled professional to take on a senior role that will progress towards overseeing the Financial Services Division.Role Summary:This role will assist the Financial Services Division in delivering expert accounting and financial advisory services tailored for municipal utilities and electric...

Job OverviewAs a Financial Services Consultant, you will play a crucial role in assisting clients in achieving their financial aspirations through effective insurance solutions. EMBARK ON A REWARDING CAREERChoose a path where you can positively impact others' lives while advancing your own career both personally and financially. INSURANCE SOLUTIONS WITH...

Job Type: Full-time Position Overview:We are looking for a highly skilled professional to take on a senior role within our Financial Services Department at Booth & Associates, LLC. This position is pivotal in guiding our financial operations and strategies related to municipal utilities and electric cooperatives.Key Responsibilities:This role will encompass...

Job SummaryWe are seeking a highly organized and detail-oriented Financial Services Assistant to join our team at Atria Wealth Solutions. As a key member of our support staff, you will provide exceptional support to our financial advisors, build strong relationships with clients, and drive new business growth.Key ResponsibilitiesSupport Financial Advisors:...

Job Type: Full-time Position Overview:We are looking for a highly skilled professional to take on a senior role within our Financial Services Department at Booth & Associates, LLC. This position is pivotal in steering the department towards excellence in financial advisory services tailored for municipal utilities and electric cooperatives.Key...

Position OverviewWe are looking for a skilled professional to fill a senior role within our Financial Services Department at Booth & Associates LLC.Role Summary:This position will play a crucial role in delivering expert accounting and financial advisory services tailored for municipal utilities and electric cooperatives. Key responsibilities...

Team OverviewPendo is looking for a Financial Operations Associate to become a part of the Corporate Accounting division. Reporting directly to the Corporate Accounting Manager, this position will assist with expense management, including Accounts Payable and Corporate Travel & Expense functions. This role is pivotal, as it will interact with various...

Position OverviewAre you looking to take charge of your career? Consider a role with Melvin Green III - State Farm Agent, where you can gain valuable insights into the insurance industry. As a vital part of our agency, you will have the chance to foster and nurture customer relationships within the community while promoting a range of State Farm products,...

About the RoleAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Our team is dedicated to delivering exceptional client experiences and driving business growth through strategic partnerships and innovative solutions.Key ResponsibilitiesEngage clients in the lobby to educate and...

ACCOUNTING SPECIALISTALTA IT Services is seeking a dedicated Accounting Specialist to provide essential financial support for a non-profit organization focused on healthcare initiatives. The Accounting Specialist will be responsible for: Delivering comprehensive accounting administrative assistance to the organization's affiliates.Ensuring accurate financial...

ACCOUNTING SPECIALISTALTA IT Services is seeking a dedicated Accounting Specialist to provide essential financial support for a healthcare-focused non-profit organization. The Accounting Specialist will be responsible for: Assisting in the management of financial records and transactions.Ensuring accuracy in billing and reconciliation processes.Supporting...

Position Overview: Financial Services AnalystThe Financial Services Analyst is a pivotal role requiring over 5 years of expertise in the field.Key Qualifications:Minimum of 5 years of experience in Information Technology.Proven ability to negotiate agreements while ensuring compliance with standard terms and conditions aligned with the organization's risk...