Financial Services Specialist

2 weeks ago


Marietta, Georgia, United States Peoples Bank Full time

About the Role

This position is responsible for the trade and settlement processes for all mutual funds and equity securities held in the trust department on our custodian system and on other custodian platforms. The successful candidate will accurately and timely process all mutual funds traded through the system, troubleshoot and reconcile all trading issues and outages, and process short-term trading fees as required.

Key Responsibilities

  • Process mutual fund trades and reconcile held-away positions
  • Trade and settle equity and debt securities, including corporate actions and CD interest
  • Set up security positions and facilitate movement of shareholder service fees
  • Provide research and support to the investment team as needed
  • Assist with variable note income processing and participate in cross-training
  • Perform special projects as assigned

Requirements

  • Associate's degree in business or 1-3 years of prior experience in Financial Services or Accounting industry
  • Attention to detail and accuracy
  • Excellent communication skills, both verbal and written
  • Ability to manage time, organize priorities, and multitask with daily interruptions
  • Ability to work in a fast-paced environment and adjust priorities based on changing needs and deadlines
  • Ability to work independently and within a team setting

About Peoples Bank

Peoples Bank is a growing company with an award-winning culture, dedicated to improving our communities. We offer a comprehensive benefits package, including a 401(k) retirement plan with an employer match, employee stock purchase plan, and education assistance programs. Our associates are accountable for living the culture and values of the organization, ensuring a positive and collaborative work environment.



  • Marietta, Georgia, United States OneMain Financial Full time

    About the RoleWe are seeking a highly motivated and customer-focused Consumer Loan Sales Specialist to join our team at OneMain Financial. As a Consumer Loan Sales Specialist, you will play a critical role in empowering customers to achieve their financial goals by providing access to responsible and affordable financing solutions.Key ResponsibilitiesDeliver...


  • Marietta, Georgia, United States OneMain Financial Full time

    Job SummaryAt OneMain Financial, we're committed to providing responsible access to credit for hardworking Americans. As a Consumer Loan Sales Specialist, you'll play a critical role in empowering customers to achieve their financial goals. You'll work closely with customers to understand their needs and provide personalized financial solutions that meet...


  • Marietta, Georgia, United States OneMain Financial Full time

    Empower Customers with Financial SolutionsAt OneMain Financial, we're dedicated to providing responsible access to credit for hardworking Americans. As a Consumer Loan Sales Specialist, you'll play a vital role in helping customers achieve their financial goals.Key Responsibilities:Deliver results-driven sales performance, meeting individual and branch...


  • Marietta, Georgia, United States Pivotal Retail Group Full time

    Job SummaryWe are seeking a highly skilled Financial Operations Specialist to join our team at Pivotal Retail Group. This role will provide critical support to our Controller in all financial functions, ensuring the accuracy and efficiency of our financial operations.Key ResponsibilitiesManage the financial statement close process, including preparation and...


  • Marietta, Georgia, United States Pivotal Retail Group Full time

    Job SummaryWe are seeking a highly skilled Financial Operations Specialist to join our team at Pivotal Retail Group. This role will provide critical support to our Controller in all financial functions, ensuring the accuracy and efficiency of our financial operations.Key ResponsibilitiesManage the financial statement close process, including preparation and...


  • Marietta, Georgia, United States Creative Financial Staffing Full time

    Job Summary:Creative Financial Staffing is seeking an experienced Accounts Payable Specialist to join our team in the North Atlanta suburbs. As an AP Specialist, you will play a critical role in supporting the financial operations of our client, a Commercial General Contractor.About the Company:Our client is a reputable General Contractor with a stable 25+...


  • Marietta, Georgia, United States Quest Financial Full time

    Position OverviewQuest Financial is seeking a dedicated Healthcare Support Specialist with exceptional interpersonal abilities. This role presents a fantastic opportunity for individuals who are passionate about patient care and thrive in a supportive, positive environment. The focus of this position is in the realm of Women's Health. Compensation: Up to...


  • Marietta, Georgia, United States Yamaha Motor Corporation, USA Full time

    About Yamaha Motor Corporation, USA:We are seeking a highly skilled Financial Services Administrator to join our team in a dynamic role that involves handling credit, collection, and customer service responsibilities for our dealers. This position requires strong communication and problem-solving skills, as well as the ability to work effectively with...


  • Marietta, Georgia, United States OneMain Financial Full time

    About the RoleWe are seeking a highly motivated and customer-focused Financial Services Representative to join our team at OneMain Financial. As a Customer Loan Advisor, you will play a critical role in empowering customers to achieve their financial goals by providing access to responsible and affordable financing solutions.Key ResponsibilitiesDeliver...


  • Marietta, Georgia, United States Yamaha Motor Corporation, USA Full time

    Job SummaryYamaha Motor Corporation, USA is seeking a highly skilled Financial Services Administrator to join our team. The successful candidate will be responsible for handling credit, collection, and customer service responsibilities for Yamaha dealers in assigned areas.Key ResponsibilitiesProvide exceptional communication to sales teams to keep them...


  • Marietta, Georgia, United States Life University Full time

    Position OverviewLife University is seeking a motivated and innovative individual to join our team as a Financial Aid Counselor I. In this role, you will be responsible for various aspects of financial aid management under the guidance of the Director of Financial Aid and senior staff.Key ResponsibilitiesAssist in the administration of financial aid programs...


  • Marietta, Georgia, United States Ithink Financial Full time

    Job SummaryWe are seeking a highly skilled and bilingual customer service representative to join our team at Ithink Financial. As a key member of our call center, you will be responsible for providing exceptional customer service to our members in both English and a foreign language.Key ResponsibilitiesDeliver products and services to meet members' financial...


  • Marietta, Georgia, United States Life University Full time

    Position OverviewLife University is seeking a motivated and innovative individual to join our team as a Financial Aid Counselor I. In this essential role, you will engage in various facets of financial aid management, working closely under the guidance of the Director of Financial Aid and more experienced staff.Key ResponsibilitiesAssist in the...


  • Marietta, Georgia, United States Credit Union of Georgia Full time

    Job OverviewAre you seeking a fulfilling position with an organization that prioritizes its members? Credit Union of Georgia is in search of a skilled Customer Service Specialist to enhance our dynamic and expanding Contact Center.The Customer Service Specialist is responsible for delivering outstanding support and assistance to members and prospective...


  • Marietta, Georgia, United States Credit Union of Georgia Full time

    Job OverviewAre you seeking a fulfilling career with an organization that prioritizes its members? Credit Union of Georgia is in search of a skilled Customer Service Specialist to enhance our dynamic and expanding Contact Center.The Customer Service Specialist is responsible for delivering outstanding support and assistance to members and prospective members...


  • Marietta, Georgia, United States Cobb County School District Full time

    Job SummaryWe are seeking a highly skilled and experienced Budget Coordinator to join our team at Cobb County School District. The successful candidate will be responsible for coordinating and implementing the district's budget planning and financial operations.Key ResponsibilitiesCollaborate with Financial Planning & Analysis supervisory staff to develop...


  • Marietta, Georgia, United States Truist Full time

    Job SummaryWe are seeking a highly skilled and experienced Premier Financial Relationship Manager to join our team at Truist. As a key member of our financial services team, you will be responsible for building and maintaining strong relationships with our clients, providing personalized financial planning and advisory services, and delivering a broad range...

  • Tax Specialist

    2 weeks ago


    Marietta, Georgia, United States Infinity Technologies Full time

    We are seeking a highly skilled Tax Specialist to join our team at Infinity Technologies. As a key member of our financial team, you will be responsible for preparing ongoing payroll and financial accounting, as well as annual financial statements and tax returns.**Key Responsibilities:**Prepare and submit accurate and timely financial reports and tax...


  • Marietta, Georgia, United States Sumbo Omonaiye - State Farm Agent Full time

    Job OverviewSumbo Omonaiye - State Farm Agent is seeking a highly motivated and results-driven Insurance and Financial Services Professional to join our team. As a key member of our agency, you will play a critical role in identifying customer needs and marketing products or services that maximize value.Key ResponsibilitiesLead Generation and Appointment...


  • Marietta, Georgia, United States Sumbo Omonaiye - State Farm Agent Full time

    Job OverviewWe are seeking a highly motivated and results-driven Insurance and Financial Services Professional to join our team at Sumbo Omonaiye - State Farm Agent. As a key member of our team, you will play a critical role in helping us achieve our business objectives and provide exceptional service to our clients.Key ResponsibilitiesLead Generation and...