Financial Services Manager

4 weeks ago


New York, New York, United States The Rockridge Group Full time

At The Rockridge Group, we are seeking an experienced Financial Services Manager to join our team in Dallas or NYC. This role offers a competitive salary of $85,000 - $110,000 per year.

The ideal candidate will have a minimum of 3 years' experience working in a Hedge Fund Administration Firm with expertise in all aspects of Investor Services Administrator roles. They should possess strong analytical and problem-solving skills, with excellent communication and interpersonal abilities. A degree in Accounting, Finance, Legal, or Business is required, with a minimum GPA of 3.0.

In this role, you will be responsible for supervising up to 4 Investor Services Administrators, ensuring the execution of tasks within guidelines and procedures provided by Client X. You will also provide training and support to team members, identifying areas for improvement and discussing these with the Investor Services Manager and Director.

We offer a dynamic work environment, opportunities for professional growth and development, and a comprehensive benefits package. If you are a motivated and detail-oriented individual with excellent organizational skills, we encourage you to apply for this exciting opportunity.



  • New York, New York, United States Phaxis - Financial Services Full time

    Job OverviewWe are seeking a skilled Property Accountant to join our team at Phaxis - Financial Services.About the RoleThe successful candidate will be responsible for performing full cycle accounting for commercial/industrial/retail properties, including bank reconciliations and annual report filings.They will also process quarterly property management...


  • New York, New York, United States Phaxis - Financial Services Full time

    Job DescriptionAbout Phaxis - Financial ServicesWe are a leading financial services company dedicated to providing exceptional support to our clients.Your Role and ResponsibilitiesWe are seeking an experienced Accounts Receivable Coordinator to join our team. As a key member of our finance department, you will be responsible for managing customer payments,...


  • New York, New York, United States Phaxis - Financial Services Full time

    Job OverviewAt Phaxis - Financial Services, we are seeking a skilled Financial Services Collections Specialist to join our team.This is a full-time position responsible for managing customer payments and enhancing relationships with clients.Key Responsibilities:Process customer payments via checks and credit card transactionsPrepare invoices and weekly...


  • New York, New York, United States Phaxis - Financial Services Full time

    About Phaxis - Financial ServicesWe are a dynamic financial services company seeking a skilled Financial Professional to join our team.


  • New York, New York, United States Wellington Adams Financial Group Full time

    We are seeking a Comprehensive Financial Services Manager to join our team at Wellington Adams Financial Group. As a Comprehensive Financial Services Manager, you will assist in building the firm's client base through consumer activities and company-funded marketing efforts.Our Investments In YouWe believe in investing in our employees and offering a...


  • New York, New York, United States Diversified Financial Services Full time

    Job DescriptionWe are seeking an organized and detail-oriented individual to join our finance team as an administrative assistant with bookkeeping experience. This opportunity allows someone looking to begin their career in accounting to gain hands-on experience in a dynamic environment.Responsibilities:Assist with preparing financial statements and...


  • New York, New York, United States Creative Financial Staffing Full time

    Award-winning Creative Financial Staffing seeks an accomplished Senior Auditor to spearhead our expanding team and deliver exceptional services to clients in Manhattan.About Our ValuesWe pride ourselves on providing a dynamic work environment where our professionals thrive and grow. Our diverse client base includes high-profile individuals, entertainment...


  • New York, New York, United States PNC Financial Services Group, Inc. Full time

    Company OverviewPNC Financial Services Group, Inc. is a leading financial institution dedicated to delivering exceptional customer experiences. Our people are our greatest differentiator, and we strive to foster an inclusive workplace culture that promotes respect, value, and opportunities for growth.Job DescriptionWe are seeking a highly skilled Financial...


  • New York, New York, United States Diversified Financial Services Full time

    We're looking for a highly skilled bookkeeping and financial services professional to join our team at Diversified Financial Services! In this role, you'll have the opportunity to provide expert bookkeeping and financial services to clients, including preparing financial statements, reconciliations, and other financial documents.About the Role:Prepare...


  • New York, New York, United States Fifth Avenue Financial Full time

    Job DescriptionFifth Avenue Financial is looking for a highly motivated financial advisor to join our team. As a financial advisor, you will be responsible for building and maintaining client relationships, analyzing financial data, and developing customized financial plans.Key Responsibilities• Build and maintain a portfolio of clients• Analyze customer...


  • New York, New York, United States Phaxis - Financial Services Full time

    Job OverviewWe are seeking a highly skilled Senior Accountant to join our team at Phaxis - Financial Services. In this role, you will be responsible for assisting with month-end close processes, booking journal entries, and investigating variances.You will also prepare and review account reconciliations and analysis, assist with the preparation of global...


  • New York, New York, United States Phaxis - Financial Services Full time

    Job DescriptionWe are seeking a highly skilled Senior Accountant to join our team at Phaxis - Financial Services.The successful candidate will be responsible for assisting with month-end close, booking journal entries and investigating variances.Additionally, they will prepare and review account reconciliations, as well as assist with the preparation of...


  • New York, New York, United States Phaxis - Financial Services Full time

    Phaxis - Financial Services is seeking a skilled Staff Accountant to join our team.Job DescriptionWe are looking for an experienced professional to assist with monthly, quarterly and year-end close processes.The ideal candidate will have expertise in preparing bank reconciliations and journal entries, as well as assisting with budgets and...


  • New York, New York, United States Phaxis - Financial Services Full time

    About Phaxis - Financial ServicesWe are a leading financial services company that offers a range of innovative solutions to our clients.


  • New York, New York, United States Phaxis - Financial Services Full time

    About PhaxisPhaxis - Financial Services is a dynamic financial services firm seeking a highly organized and proactive Executive Assistant to join our team.


  • New York, New York, United States Prudential Financial Full time

    Job OverviewWe are seeking an experienced professional to join our team as a Senior Financial Services Consultant. This role offers a unique opportunity for growth and development in the financial services industry.The ideal candidate will have a strong background in wealth management and a proven track record of success in delivering exceptional client...


  • New York, New York, United States Plaid Financial Full time

    About Our CompanyPlaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, and Betterment to make it easy for people to connect their financial accounts to the apps and services they want to use.Job RoleThe Commercial Counsel will play a critical role in driving Plaid's growth...


  • New York, New York, United States Phaxis - Financial Services Full time

    Company OverviewPhaxis - Financial Services is a reputable organization that provides financial services to its clients.Job SummaryWe are seeking a highly skilled and organized Accounts Payable Specialist to join our team. The successful candidate will be responsible for processing invoices, responding to vendor and employee inquiries, maintaining accurate...


  • New York, New York, United States Phaxis - Financial Services Full time

    Job OverviewPhaxis - Financial Services is seeking a highly skilled Lead Financial Specialist to join our team.The ideal candidate will have experience in financial management and be able to work effectively in a fast-paced environment.About the RoleWe are looking for a talented individual to take on the responsibilities of preparing monthly & year-end...


  • New York, New York, United States Relay Financial Full time

    About Relay Financial">Relay Financial is revolutionizing the way small businesses manage their finances. We're an all-in-one, collaborative money management platform designed to empower business owners and their finance teams.Salary RangeThe expected salary range for this role is $140,000 to $165,000 USD.Job Description">We're seeking a seasoned Financial...