Financial Services Coordinator

4 weeks ago


Orlando, Florida, United States Talently Recruiting Full time
Job Title: Client Services Associate

At Talently Recruiting, we are seeking a highly organized and detail-oriented Client Services Associate to provide primary support to our Wealth Management Team.

Key Responsibilities:
  • Coordinate with clients, advisors, and custodians to set up new accounts, transfer assets, and process money movements.
  • Coordinate with clients and advisors to schedule meetings using email, Salesforce, and calendar software.
  • Prepare for client meetings by updating agendas in Word or Excel and running reports in our portfolio management software.
  • Proactively support advisors by anticipating client needs and enabling advisors to maximize their time.
  • Complete requests from advisors and clients within 24-48 hours, ensuring accuracy and effectively keeping everyone in the loop throughout the process.
Requirements:
  1. 3+ years of prior experience preferred.
  2. Strongly proficient in Microsoft Office Suite, with a willingness to learn other industry-specific technology/custodial systems, as required.
  3. Equivalent of a bachelor's degree or 4 years of college preferred.
  4. Current SIE & Series 7 licenses or the ability/willingness to obtain these licenses within 12 months of employment.
What We Offer:

Talently Recruiting offers a competitive salary, benefits, and opportunities for professional growth and development.



  • Orlando, Florida, United States Amscot Financial Full time

    Job OverviewAmscot Financial is seeking a motivated and hard-working Financial Services Associate to join our team. As a key member of our team, you will be responsible for providing exceptional customer service and support to our clients.Key Responsibilities:Provide excellent customer service and support to clientsAssist with financial transactions and...


  • Orlando, Florida, United States OneMain Financial Full time

    At OneMain Financial, we empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses.As a Consumer Loan Sales Specialist, you will learn the lending and servicing business, allowing you to grow your career.Key responsibilities include:Delivering results related to individual and...


  • Orlando, Florida, United States Addition Financial Full time

    About Addition FinancialWe are a member-owned, not-for-profit financial cooperative that has been serving our community since 1937. Our mission is to bring financial success and education to everyone, and we're looking for people who share our vision.Job SummaryWe're seeking a Part-Time Financial Service Expert to join our team. As a Relationship Advisor,...


  • Orlando, Florida, United States Global Financial Impact - Marco Esquivel Full time

    Job OverviewGlobal Financial Impact is seeking a highly motivated and results-driven Financial Services Representative to join our team. As a key member of our organization, you will play a vital role in helping clients and businesses achieve their financial goals by providing expert advice and solutions.Key Responsibilities:Develop and maintain a client...

  • Financial Coordinator

    4 weeks ago


    Orlando, Florida, United States AdventHealth Full time

    Job Summary:Under general supervision, the Financial Coordinator PA/PFS Charity Program serves as hospital liaison for specialized departments, service providers, physician offices, government agencies, noninsured and underinsured patients; as well as the hospital liaison for funds provided by special programs and foundations.Prepares, processes, and follows...

  • Financial Coordinator

    3 weeks ago


    Orlando, Florida, United States AdventHealth Full time

    Job Summary:Under general supervision, the Financial Coordinator serves as hospital liaison for specialized departments, service providers, physician offices, government agencies, noninsured and underinsured patients; as well as the hospital liaison for funds provided by special programs and foundations.Prepares, processes, and follows cases (or application...


  • Orlando, Florida, United States Creative Financial Staffing Full time

    About the Role:The Financial Reporting Manager will lead the preparation and review of all SEC filings, including forms 10-Q, 10-K, 8-K, ensuring compliance with GAAP and SEC regulations.Key Responsibilities:Manage the financial reporting process, including the preparation of financial statements, footnotes, MD&A, and other disclosures.Coordinate with...


  • Orlando, Florida, United States Creative Financial Staffing Full time

    Manager, Financial Reporting Opportunity About the organization and the Manager, Financial Reporting role: At Creative Financial Staffing, we prioritize family, passion, and growth. Our company fosters a culture of respect and loyalty, shares common goals and values, and creates a robust and supportive community. We are building a high-performing team...


  • Orlando, Florida, United States Creative Financial Staffing Full time

    Financial Operations ManagerAbout the company and the Financial Operations Manager opportunity:This client is a well-established, 3rd generation family business with high growth in the past couple of years.They are a manufacturing/construction company with large, national brand name customers.We are seeking a qualified candidate for this Financial Operations...


  • Orlando, Florida, United States Creative Financial Staffing Full time

    Financial Reporting ManagerAre you a seasoned financial professional looking for a new challenge? Do you have a strong background in financial reporting for a publicly traded company? We're seeking a highly skilled Financial Reporting Manager to join our team at Creative Financial Staffing.About the Opportunity:We're a company that prioritizes family,...


  • Orlando, Florida, United States Creative Financial Staffing Full time

    Assistant Controller OpportunityAre you a seasoned accounting professional looking for a new challenge? We have an exciting opportunity for an Assistant Controller to join our team at Creative Financial Staffing. As a key member of our accounting team, you will be responsible for supporting the month-end, quarter-end, and year-end close processes, including...


  • Orlando, Florida, United States Creative Financial Staffing Full time

    About the Role:The Assistant Controller will play a key role in supporting the month-end, quarter-end, and year-end close processes, including preparation of journal entries, reconciliations, and financial analysis. This position requires a proactive leader with strong technical accounting skills and experience in a publicly traded environment.Key...


  • Orlando, Florida, United States Creative Financial Staffing Full time

    Office Assistant Job DescriptionAre you a detail-oriented and organized individual with a passion for administrative tasks?We are seeking a highly skilled Office Assistant to join our team at Creative Financial Staffing. As an Office Assistant, you will play a vital role in maintaining the smooth day-to-day operations of our office. Your responsibilities...


  • Orlando, Florida, United States University of Central Florida Full time

    The OpportunityThis position is a coordinator, responsible for the supervision and coordination of Professional Judgment (PJ) processes, including budget adjustments, FAFSA (ISIR elements) adjustments, and dependency overrides, as well as Satisfactory Academic Progress (as needed). The coordinator will also be responsible for coordinating the PJ process,...


  • Orlando, Florida, United States Creative Financial Staffing Full time

    Accounting Manager Opportunity:Creative Financial Staffing is seeking an experienced and highly motivated Accounting Manager to join their growing division. As the Accounting Manager, you will be responsible for overseeing the accounting and financial reporting operations.This is a full-time position and will report to the Director of Corporate Accounting...


  • Orlando, Florida, United States Olsen Financial Group Full time

    Job OverviewWe are seeking highly motivated professionals to join our team at Olsen Financial Group as a Financial Security Specialist. As a key member of our team, you will play a vital role in helping families protect their most valuable assets and build a secure financial future.Key ResponsibilitiesAssist clients in identifying and addressing their...


  • Orlando, Florida, United States Creative Financial Staffing Full time

    Senior Director of Finance OpportunityAbout the Company:A leading healthcare organization in the Orlando market, recognized for its commitment to excellence and community involvementJob Summary:The Senior Director of Finance will play a critical role in managing accounting, budgetary, and financial planning activities for two service lines: pharmacy and...


  • Orlando, Florida, United States Aimbridge Hospitality Full time

    Financial Operations CoordinatorAimbridge Hospitality is seeking a detail-oriented and organized Financial Operations Coordinator to join our team. The ideal candidate will have prior experience in financial operations, excellent communication skills, and a strong understanding of accounting principles.As a Financial Operations Coordinator, you will be...


  • Orlando, Florida, United States Bankers Life Full time

    Financial Services Career OpportunityBankers Life is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, want to oversee your own business, enjoy critical thinking, and strive to better your career, then consider this opportunity.Our...


  • Orlando, Florida, United States Equitable Advisors Full time

    Job DescriptionEquitable Advisors is a leading firm in the financial services industry, dedicated to helping individuals build fulfilling futures. We are currently seeking a Retirement Benefits Group (RBG) Financial Professional to join our team.The ideal candidate will have a strong understanding of financial products and services, as well as excellent...