Current jobs related to Financial Services Coordinator - Hartford, Connecticut - George School

  • Financial Services Representative

    6 days ago

    Hartford, Connecticut, United States OneMain Financial Full time

    Job SummaryAs a Consumer Loan Sales Specialist at OneMain Financial, you will play a vital role in empowering customers by providing access to friendly, fast, and affordable financing for life's expenses. You will learn the lending and servicing business, allowing you to grow your career and develop new relationships with customers throughout the loan...

  • Financial Services Representative

    6 days ago

    West Hartford, Connecticut, United States Baystate Financial Full time

    Job OverviewAt Baystate Financial, we're seeking a talented individual to join our team as a Financial Services Representative. As a key member of our team, you'll be responsible for providing comprehensive financial planning services to our clients, helping them achieve their financial goals and secure their financial futures.As a Financial Services...

  • Financial Operations Manager

    2 weeks ago

    Hartford, Connecticut, United States Creative Financial Staffing Full time

    Accounting Manager Job DescriptionWe are seeking a highly skilled Accounting Manager to lead our client's accounting team and oversee the company's financial processes. As the Accounting Manager, you will play a critical role in managing day-to-day accounting functions, ensuring accuracy and compliance, and driving financial efficiency.Key...

  • Financial Operations Manager

    5 days ago

    Hartford, Connecticut, United States Creative Financial Staffing Full time

    Accounting ManagerCreative Financial Staffing is seeking a seasoned Accounting Manager to lead our client's accounting team and oversee the company's financial processes. As the Accounting Manager, you will play a critical role in managing day-to-day accounting functions, ensuring accuracy and compliance, and driving financial efficiency.Key...

  • Financial Leader

    4 weeks ago

    Hartford, Connecticut, United States Creative Financial Staffing Full time

    Controller OpportunityWe are seeking a seasoned Controller to lead our Accounting Department and bring strong leadership and technical expertise to the team.Why Work with Us?Lead a team of experienced professionals with excellent tenure.Enjoy strong benefits, vacation time, and a 6% 401k match.Convenient location with free parking, and within walking...

  • Financial Services Representative

    6 days ago

    Hartford, Connecticut, United States American Eagle Financial Credit Union Incorporated Full time

    At American Eagle Financial Credit Union Incorporated, we're committed to enriching the lives of our members and communities to create a world where financial freedom is a reality.Our team is comprised of diverse individuals with unique talents and perspectives, working together to provide exceptional banking experiences.We prioritize the wellbeing of our...

  • Financial Counselor for Military Service Members

    3 days ago

    Hartford, Connecticut, United States Magellan Health Full time

    Job SummaryThis is a unique opportunity to work as a Personal Financial Counselor, Assignment Ready Counselor for Magellan Health. The successful candidate will provide financial counseling services to military service members and their families at military installations.Key Responsibilities:Provide financial counseling services to military service members...

  • Financial Advisor

    1 month ago

    West Hartford, Connecticut, United States Baystate Financial Full time

    Job OverviewAt Baystate Financial, we're seeking a highly motivated and detail-oriented Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing comprehensive financial planning services to our clients, helping them achieve their financial goals and objectives.Key Responsibilities:Client Acquisition & Marketing:...

  • Voya Financial Administrative Assistant

    2 weeks ago

    Hartford, Connecticut, United States Voya Financial Advisors Full time

    Job SummaryWe are seeking a highly organized and motivated Administrative Assistant to join our team at Voya Financial Advisors. This is a part-time opportunity, 24 hours per week, working Tuesday, Wednesday, and Thursday.Key Responsibilities:Provide administrative support to our financial teamAssist with daily office activities and increase office...

  • Financial Services Professional

    6 days ago

    Hartford, Connecticut, United States Northwestern Mutual Full time

    About the RoleWe are seeking a highly motivated and results-driven Financial Services Professional to join our team at Northwestern Mutual. As a Financial Services Professional, you will be responsible for providing expert guidance and innovative solutions for the planning needs of individuals and businesses in the areas of retirement planning, insurance and...

  • Financial Services Professional

    2 weeks ago

    Hartford, Connecticut, United States Alera Group, Inc. Full time

    Financial Advisor OpportunityWe are seeking a highly motivated and experienced Financial Advisor to join our team at Alera Group, Inc. in Connecticut. As a Financial Advisor, you will play a key role in helping our clients achieve their financial goals by providing expert advice and guidance on investment, insurance, and retirement planning.Key...

  • Patient Service Coordinator

    4 weeks ago

    Hartford, Connecticut, United States Advocate Health Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Patient Service Representative to join our team at Advocate Health. In this role, you will be responsible for ensuring a smooth and efficient patient experience, from check-in to check-out.Key ResponsibilitiesGreet and check in patients, ensuring accurate and complete information.Collect...

  • Financial Services Professional

    2 weeks ago

    Hartford, Connecticut, United States Northwestern Mutual Full time

    Unlock Your Potential as a Financial AdvisorAt Northwestern Mutual, we're committed to helping individuals and businesses achieve financial success. As a Financial Advisor, you'll play a critical role in providing expert guidance and innovative solutions to our clients.About the RoleAs a Financial Advisor, you'll have the opportunity to:Develop tailored...

  • Financial Services Professional

    2 weeks ago

    Hartford, Connecticut, United States Alera Group Full time

    Join Our Team as a Financial AdvisorWe are seeking a highly motivated and experienced Financial Advisor to join our team at Alera Group. As a Financial Advisor, you will play a critical role in helping our clients achieve their financial goals and objectives.Key Responsibilities:Meet with clients to understand their financial needs and goalsDevelop and...

  • Financial Services Professional

    2 weeks ago

    Hartford, Connecticut, United States Fidelity Investments Full time

    Financial Representative RoleWe are seeking a skilled Financial Representative to join our team at Fidelity Investments. As a key member of our branch, you will play a vital role in building strong relationships with our clients and driving business success.Key ResponsibilitiesProvide exceptional customer service and support to clients, ensuring their needs...

  • Financial Services Professional

    4 weeks ago

    Hartford, Connecticut, United States Alera Group, Inc. Full time

    Join Our Team as a Financial AdvisorWe are seeking a highly motivated and customer-focused Financial Advisor to join our team at Alera Group, Inc. in Connecticut.About the RoleThis is an exciting opportunity to work closely with clients, develop long-term relationships, and provide superior customer service and expertise.Key ResponsibilitiesAssist clients...

  • Financial Transaction Coordinator

    2 weeks ago

    Hartford, Connecticut, United States Vaco Full time

    Job Title: Accounts Receivable ClerkAbout Us:Vaco is a premier hospitality company dedicated to delivering exceptional guest experiences. Our commitment to quality service and meticulous attention to detail drives us to exceed expectations in every aspect of our operations.Job Overview:As an Accounts Receivable Clerk, you will play a crucial role in managing...

  • Voya Financial Administrative Support Specialist

    3 weeks ago

    Hartford, Connecticut, United States Voya Financial Advisors Inc Full time

    Job Title: Administrative AssistantWe are seeking a highly organized and detail-oriented Administrative Assistant to join our team at Voya Financial Advisors Inc. The successful candidate will provide administrative support to our financial team, ensuring the smooth operation of our daily office activities.Key Responsibilities:Provide administrative support...

  • Patient Service Coordinator

    1 week ago

    Hartford, Connecticut, United States Pride Health Full time

    Job SummaryWe are seeking a highly skilled Patient Service Coordinator to join our team at Pride Health. As a Patient Service Coordinator, you will be responsible for providing exceptional customer service to patients, ensuring a positive experience throughout their visit.Key Responsibilities:Warmly greet and register arriving patients.Answer incoming calls...

  • Financial Services Professional

    1 week ago

    Hartford, Connecticut, United States Fidelity Investments Full time

    Job Description:We are seeking a highly skilled Financial Representative to join our team at Fidelity Investments. As a key member of our branch, you will be responsible for providing exceptional client service and building strong relationships with our valued clients.The Expertise We're Looking For:Experience in customer service, phone, or financial...

Financial Services Coordinator

2 months ago

Hartford, Connecticut, United States George School Full time

Job Summary

George School is seeking a highly skilled and detail-oriented Student Account Specialist to join our team. As a key member of our financial services department, you will be responsible for managing the billing and collection process for accounts receivable, ensuring timely and accurate processing of payments.

Key Responsibilities

  • Manage the billing and collection process for accounts receivable, including direct interaction with families regarding their accounts and resolving any issues that may arise.
  • Post payments from various sources of origination and reconcile general ledger accounts to ensure accuracy and compliance.
  • Oversee the business credit card function, including reviewing support for credit card purchases and posting the credit card batch.
  • Reconcile the Business Office bank account to ensure accuracy and compliance.

Requirements

  • Minimum of three years of experience in a related field, preferably in accounting or financial services.
  • Bachelor's degree in Accounting or Business, or a related field.
  • Strong customer service skills and ability to communicate effectively with families and colleagues.
  • Strong organization and negotiation skills, with the ability to work independently and collaboratively as needed.
  • Proficient in Microsoft products, with a willingness to explore maximizing database efficiencies.
  • Experience with accounting software and online banking is preferred but not required.