Financial Transactions Specialist

4 days ago


St Louis, Missouri, United States Signify Wealth Full time
Financial Planning and Disbursements Role

We are seeking a highly skilled professional to manage financial transactions and coordinate with the team for comprehensive financial planning and disbursements.

Key Responsibilities:

  • Process and manage financial records, ensuring accurate and timely disbursements.
  • Develop and maintain financial reports for budgeting and forecasting.
  • Collaborate with the team to ensure compliance with financial regulations and policies.
  • Prepare and coordinate financial documents for review and approval.
  • Provide exceptional customer service and support to clients.
  • Analyze financial data to identify trends and areas for improvement.

Requirements:

  • Bachelor's degree in Accounting, Finance, or related field with at least two years of experience.
  • Excellent analytical and problem-solving skills, with the ability to work accurately under pressure.
  • Demonstrated knowledge of financial regulations and compliance.
  • Strong communication and interpersonal skills, with the ability to work effectively in a team environment.
  • Experience with financial software and systems, including accounting and reporting tools.

About Signify Wealth:

Signify Wealth is a fast-growing wealth management firm dedicated to providing comprehensive financial planning services to high-net-worth individuals. Our mission is to empower our clients to make informed financial decisions and achieve their goals. We are committed to delivering exceptional service and building long-term relationships with our clients.


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