Financial Operations Associate
4 days ago
About the Role
As a Financial Operations Associate at Kestra Financial Independent Advisor, you will play a vital role in supporting the efficient and effective operations of our team.
Job Responsibilities
- Client Management
- Record conversations and requests in our proprietary system SmartOffice
- Process distribution requests with accuracy and attention to detail
- Investment Operations
- Maintain client records and notes in SmartOffice
- Open new investment accounts and schedule client meetings
- Utilize Advice Pay for seamless transactions
- Enter contributions in Wealthscape/Assetmark and other investment platforms
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Financial Operations Specialist
4 days ago
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Financial Operations Coordinator
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Financial Operations Director
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Investment Operations Specialist
4 days ago
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Senior Financial Operations Lead
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Columbia, Maryland, United States Convergint Federal Solutions Full timeThe role of Accounts Receivable Specialist plays a vital part in the management of financial operations within Convergint Federal Solutions. This position involves overseeing the timely collection of outstanding invoices and maintaining accurate financial records.Key responsibilities include generating and distributing accurate invoices to clients,...
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Senior Financial Specialist
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Warehouse Operations Associate
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Senior Financial Coordinator
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Financial Management Executive
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Senior Financial Leadership Role
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Financial Reporting Executive
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Production Supervisor Role
4 weeks ago
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