Financial Services Coordinator

Job OverviewWe are seeking a dedicated Client Relations Coordinator to join our esteemed financial services firm, Mattson Financial Services. This position is ideal for individuals looking to take on new responsibilities in a supportive and dynamic environment.What We Offer:Generous Paid Time Off401k Retirement PlanComprehensive Health InsuranceIncentives...

Job SummaryWe are seeking a highly skilled and customer-focused Financial Services Representative to join our team at Security Credit Union. As a key member of our team, you will be responsible for providing exceptional service to our members, promoting credit union products and services, and ensuring a positive member experience.Key ResponsibilitiesMember...

Job DescriptionCompany OverviewTalentLink Solutions is a high-growth, dynamic financial planning and investment management firm providing services to individuals, families, and businesses. Our mission is to empower clients to achieve their financial goals and foster long-term relationships built on trust and integrity.Job SummaryWe are seeking a highly...

Job SummaryWe are seeking a highly organized and detail-oriented Financial Operations Associate to join our team at Ascension Genesys. As a key member of our financial services team, you will be responsible for performing a variety of functions with an emphasis on clerical duties.Key ResponsibilitiesConfidentiality and Data Management: Maintain...

Job OverviewPosition Summary:As a Lead Financial Reporting Accountant at Cartwright Search Group, you will play a pivotal role in our finance team, ensuring the delivery of precise and timely financial reports for a diverse range of clients, including hedge funds, private equity firms, digital asset managers, fund of funds, and venture capital entities. Your...

Job OverviewPosition Summary:As a Lead Financial Reporting Accountant at Cartwright Search Group, you will play a pivotal role in the financial reporting team, ensuring the delivery of precise and timely financial statements for a diverse range of clients, including hedge funds, private equity firms, digital asset managers, fund of funds, and venture capital...

Job Title: Project AccountantLocation: Remote OpportunitySchedule: Monday - Friday, 8 AM - 5 PM (Flexible)Pay: $50,000 - $60,000 (Competitive)Work Arrangement: Hybrid after trainingJob Summary:We are seeking a highly skilled Project Accountant to join our team at Creative Financial Staffing. As a Project Accountant, you will be responsible for providing...

Job DescriptionTalentLink Solutions is a high-growth, dynamic financial planning and investment management firm providing services to individuals, families, and businesses. Our mission is to empower clients to achieve their financial goals and foster long-term relationships built on trust and integrity.We are currently hiring a fully remote Senior Client...

Job Title: ControllerDepartment: Finance/AccountingReports To: CFO or CEOJob Overview:The Controller plays a pivotal role in managing the financial functions of the organization, which includes the preparation of financial reports, budget management, forecasting, and establishing internal controls. This position demands a strategic mindset to ensure...

Job SummaryWe are seeking a highly organized and detail-oriented Client Service Associate to join our team at Stifel Financial. As a key member of our corporate retirement plans team, you will provide administrative and clerical support to our financial advisors, ensuring seamless client service and operational efficiency.Key ResponsibilitiesManage client...

Financial Analyst OpportunityAbout Creative Financial StaffingCreative Financial Staffing is a leading provider of financial staffing solutions, dedicated to connecting talented professionals with top companies in the industry. Our team is passionate about delivering exceptional service and building long-lasting relationships with our clients and...

Job Title: Office CoordinatorCompensation: $40,000 - $50,000Schedule: M-F 8a-5p on siteCompany Overview: Creative Financial Staffing is a prominent player in the financial services sector, dedicated to delivering exceptional solutions and fostering innovation. As the company continues to expand its reach, we are in search of a proactive and detail-oriented...

Position OverviewTalentLink Solutions is a dynamic and expanding Registered Investment Advisor (RIA) seeking to enhance our operational team. Our founder, with a proven track record of success, is eager to embark on this new chapter. We are in search of an individual who can effectively manage multiple responsibilities, allowing our founder to concentrate on...

Job Title: Office CoordinatorCompensation: $40,000 - $50,000Schedule: M-F 8a-5p on siteCompany Overview: Creative Financial Staffing is a prominent player in the financial services sector, known for its dedication to quality and innovation. As the company continues to expand its footprint in the industry, we are looking for a dedicated and detail-oriented...

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Part-Time AP CoordinatorLocation: Grand Rapids, MIJob Summary:We are seeking a highly organized and detail-oriented Part-Time AP Coordinator to join our team at Creative Financial Staffing. As an AP Coordinator, you will be responsible for monitoring the AP inbox, sending invoices internally for approval, and processing payments twice weekly.Key...

Position OverviewWe are a flat-fee Registered Investment Advisor (RIA) with a well-defined niche seeking to hire a Virtual Financial Consultant. The objective is to develop you into managing a dedicated group of households as their Service Advisor, without the need for prospecting or business development.Our mission is to transform client uncertainty into...

Position OverviewWe are a flat-fee Registered Investment Advisor (RIA) with a distinct focus, seeking to recruit a Virtual Financial Consultant. Your primary objective will be to manage a designated group of households as their Service Advisor, with no requirement for prospecting or business development.Our mission is to transform client uncertainty into...

Creative Financial Staffing is collaborating with a dynamic manufacturing organization in search of a Financial Analyst. The primary duties of the Financial Analyst encompass managing vendor payments within the financial system, ensuring precise record maintenance, and assisting with payroll operations.Financial Analyst Responsibilities:Guarantees that all...

Creative Financial Staffing is collaborating with a dynamic manufacturing organization seeking to recruit a Financial Accountant. The primary duties of the Financial Accountant encompass managing vendor invoices within the financial system, facilitating the payment of invoices, maintaining precise records, and assisting with payroll processing. Key...