Financial Services Professional
19 hours ago
We are seeking a highly skilled Investment Operations Specialist to join our team at Ronald Blue & Co. As a key member of our investment operations team, you will be responsible for providing exceptional support to our Private Wealth Advisors and clients.
About the Role- Portfolio Management Reconciliation: You will reconcile portfolio management activities in accordance with Advisor instructions, ensuring accuracy and timeliness in processes such as verifying client data, preparing trades, and researching rejected trade orders.
- New Account Setup: You will participate in the new account setup process, updating new account information in various systems and ensuring accounts are available for trading.
- Service Support and Administration: You will provide top-notch service support and administration, responding to inquiries from field personnel via phone and email, educating them on Investment Department processes, and acting as a liaison for all custodial relationships.
- Experience: 2+ years of experience in financial services or accounting with a focus on investments.
- Skills: Intermediate to advanced MS Office skills, especially MS Excel; excellent problem-solving skills, organizational efficiency, and communication skills.
- Certifications/Education: Bachelor's degree in finance, investments, or economics preferred; prior financial services, investment, or accounting experience is a plus.
We offer a competitive salary range of $65,000 - $85,000 per year, depending on experience, as well as a comprehensive benefits package, including medical, dental, and vision coverage, 401(k) matching, and paid time off.
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Financial Services Professional
5 days ago
Tempe, Arizona, United States LPL Financial Holdings, Inc. Full timeCompany OverviewLPL Financial Holdings, Inc. is a leading independent broker-dealer that offers an integrated platform of proprietary technology, brokerage, and investment advisor services.
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Tempe, Arizona, United States TEKsystems Full timeCompany OverviewAt TEKsystems, we pride ourselves on being a partner in transformation. We empower our clients to take advantage of new opportunities and drive change in the market.Salary InformationThe estimated annual salary for this position is around $60,000-$80,000 depending on location and experience.Job DescriptionWe are seeking highly motivated...
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Financial Support Professional
7 days ago
Tempe, Arizona, United States TalentBridge Full timeTalentBridge is seeking a highly motivated Financial Support Specialist to join our team in the financial services industry.Company Overview: Our company provides comprehensive training and development opportunities for individuals looking to grow their careers in finance.Salary: $50,000 - $65,000 per year, depending on experience.Job Description:We are...
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Financial Services Professional
6 days ago
Tempe, Arizona, United States TEKsystems Full timeUnlock Your Potential in Financial ServicesWe are seeking a highly motivated and customer-focused individual to join our team as a Financial Service Professional. As a key player in empowering financial advisors to help their clients achieve their dreams, you will play a vital role in providing exceptional service.The ideal candidate will have a strong...
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Tempe, Arizona, United States BMO Financial Group Full timeBMO Financial Group is seeking a highly skilled Senior Associate, Deal Servicing & Monitoring to join the Vendor Finance Operations team in Tempe, AZ. This exciting opportunity offers a unique blend of hybrid work and a dynamic environment.The ideal candidate will conduct thorough reviews of credits, loans, and funding files to ensure compliance with...
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Accounting Specialist
4 days ago
Tempe, Arizona, United States Conduent Business Services, LLC Full timeAt Conduent Business Services, LLC, we are seeking a skilled Accounting Associate III to join our team. This role offers an exciting opportunity to work in accounting services and make a real impact in the lives of millions.Job SummaryThis is a full-time, hybrid position located in Tempe, AZ, with training taking place in-office and the role being remote.The...
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Financial Services Associate
5 days ago
Tempe, Arizona, United States TEKsystems Full timeAbout the RoleAs a Financial Service Professional at TEKsystems, you will be an integral part of our team providing exceptional service to financial advisors and investors.Key Responsibilities:Provide world-class service to clients, embodying our client-centric valuesUtilize critical thinking to resolve issues in real-time, ensuring client satisfaction and...
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Chief Financial Officer Candidate
5 days ago
Tempe, Arizona, United States Creative Financial Staffing Full timeController RoleAbout the CompanyCreative Financial Staffing is a well-established company in the education industry, with over 25 years of experience shaping lives since 2000. We have been consistently showing steady growth and foster a collaborative environment that equips employees with the necessary tools and training for success.We are a 100%...
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Financial Leader for Education Industry
20 hours ago
Tempe, Arizona, United States Creative Financial Staffing Full timeController Job OverviewA highly sought-after role in the education industry, this Controller position offers an exciting opportunity to join a 100% employee-owned company dedicated to long-term development and commitment to their employees. With a proven track record of steady growth, our client is shaping lives and seeking a skilled professional to lead...
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Financial Services Representative
7 days ago
Tempe, Arizona, United States TEKsystems Full timeEmpower Financial Advisors to Achieve Client DreamsWe are seeking a highly motivated Financial Services Representative to join our team at TEKsystems. This exciting opportunity will allow you to play a vital role in delivering exceptional service to our advisors and investors.About the Role:In this dynamic position, you will serve as the first point of...
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Tempe, Arizona, United States LHH Recruitment Solutions Full timeJob OpportunityWe are seeking an experienced and detail-oriented Accounting Professional to join our team in Tempe, AZ.About the RoleThis position is responsible for maintaining financial records, preparing reports, and performing various accounting tasks to ensure the accuracy and integrity of our financial operations.Key ResponsibilitiesPrepare and...
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Chief Financial Officer for Education Institution
21 hours ago
Tempe, Arizona, United States Creative Financial Staffing Full timeESOP ControllerA Remote OpportunityThis ESOP Controller role is a fantastic chance to work with an employee-owned company in the education sector.The organization has been thriving for almost 25 years, showcasing steady growth and a commitment to its employees' development.As a fully remote position, you will have the flexibility to work from anywhere and...
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Financial Services Advisor Trainee
3 days ago
Tempe, Arizona, United States Mutual of Omaha Full timeAbout Us">Mutual of Omaha is a renowned leader in the financial services industry, dedicated to empowering individuals and families to achieve their goals.">Compensation Package">We offer an attractive compensation package, including an estimated hourly wage of $16/hour for up to 30 days, with potential for promotion to a Financial Representative role with...
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Financial Services Coordinator
5 days ago
Tempe, Arizona, United States PrideStaff Full timeJob OverviewWe are seeking a highly skilled Financial Services Coordinator to join our team at PrideStaff. This individual will be responsible for handling all aspects of accounts receivable, including lien waivers, contract billing, and project reconciliation.ResponsibilitiesManage Accounts Receivables, ensuring timely payments from clientsProcess Lien...
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Financial Analyst for Arizona State University
2 weeks ago
Tempe, Arizona, United States Arizona State University Graduate and Professional Student Association (ASU GPSA) Full timeThe College of Global Futures at Arizona State University is seeking a highly skilled Financial Analyst to join its team. The ideal candidate will possess exceptional financial management skills, have a high attention to detail, and be able to work well in a fast-paced environment.As a Financial Analyst, you will perform a broad scope of accounting and...
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Financial Services Accountant
1 week ago
Tempe, Arizona, United States Northern Trust Corporation Full timeAbout Northern Trust CorporationWe are a leading global financial institution with over 130 years of experience. Our commitment to innovation and expertise has earned us numerous awards and recognition as a trusted partner for individuals, families, and institutions.
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Accounting Assistant
5 days ago
Tempe, Arizona, United States COIT Cleaning & Restoration Services Full timeAccounting Assistant Role at COIT Cleaning & Restoration ServicesWe are seeking a highly organized and detail-oriented Accounting Assistant to join our team in supporting our accounting operations, handling accounts payable and receivable tasks, and ensuring smooth financial processes.About the RoleThis is a key position within our finance department where...
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Enterprise Software Architect
6 days ago
Tempe, Arizona, United States Professional Recruiters Full timeJob Overview:Professional Recruiters is seeking an experienced Enterprise Software Architect to join our team. As an integral part of our organization, you will play a crucial role in designing and implementing cutting-edge software solutions that drive business growth and efficiency.About the Role:As an Enterprise Software Architect, you will be responsible...
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Tempe, Arizona, United States Pyramid Consulting, Inc Full timeCompany Overview:We are currently seeking a highly skilled Accounting Specialist to join our team at Pyramid Consulting, Inc. Our client is a leading Banking and Financial Industry, and we are looking for individuals who share our passion for excellence and dedication to delivering high-quality services.Salary:The successful candidate can expect a...
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Accounting Clerk
4 days ago
Tempe, Arizona, United States COIT Cleaning & Restoration Services Full timeJob SummaryThe Accounting Clerk is responsible for handling various financial aspects of payroll, employee records, attendance tracking, accounts receivable and payable, and other accounting responsibilities. This role requires a detail-oriented individual with strong analytical skills to ensure accuracy and efficiency in financial transactions.