Financial Coordinator Professional

The Financial Operations Coordinator at Cetera Financial Group supports Financial Professionals in their day-to-day Investment practices while enhancing customer service levels and experiences.This role may support up to three Financial Professionals, working directly with them to prepare and process client paperwork, perform client financial transactions,...

Job SummaryWe are seeking a highly organized and detail-oriented Senior Financial Services Coordinator to support our Registered Representatives with their day-to-day investment practice. This role is ideal for someone with 3+ years of experience in the financial services industry, who is passionate about delivering exceptional client service.In this role,...

Job DescriptionWe are seeking a highly organized and detail-oriented Financial Operations Coordinator to join our team at Phaxis - Financial Services.The ideal candidate will have experience in payroll processing, be able to coordinate multiple tasks simultaneously, and possess excellent communication skills.This role is perfect for someone who enjoys...

At Phaxis - Financial Services, we are seeking a skilled Billing Coordinator to join our team.The ideal candidate will have experience with ebilling using various vendor websites, ensuring billing compliance, and researching billing issues.Key responsibilities include generating pre-bills drafts monthly, utilizing ebilling platforms, and preparing complex...

Job ResponsibilitiesAs a Financial Services Professional, you will be responsible for delivering exceptional client service and building long-term relationships with high-net-worth individuals and families.You will work closely with clients to understand their financial goals and objectives, and develop tailored solutions to help them achieve those goals.You...

About Phaxis - Financial ServicesWe are a dynamic financial services company seeking a skilled Financial Professional to join our team.

Job Title: Financial Analyst ProfessionalAbout Us: Phaxis - Financial Services is a leading financial services company dedicated to providing top-notch accounting solutions. Our team is passionate about delivering exceptional results and building long-lasting relationships with our clients.Job Description:We are seeking a highly skilled Senior Accountant to...

Creative Financial Staffing of New York is collaborating with a nonprofit organization to combat homelessness in the community.This role provides critical accounting support to our executive and financial management teams, ensuring accurate fiscal records and logs for data integrity.Key Responsibilities:Maintain accurate fiscal records and logsConduct bank...

About the Role:Creative Financial Staffing is seeking a dedicated Senior Accountant to join our finance team.As a key member of our team, you will play a crucial part in maintaining financial integrity and supporting our mission through accurate financial reporting and compliance.Key Responsibilities:Prepare and oversee financial statements, budgets, and...

We are seeking a highly skilled Financial Advisor to join our team at Prudential Financial. As an advisor, you will be responsible for working with our existing book of clients and leveraging our industry-leading platform to grow your practice.We offer a competitive compensation package, including a base salary of $90,000, plus a high payout structure of up...

At Wellington Adams Financial Group, we're committed to helping our clients achieve their financial goals. As a Financial Advisor, you'll be part of a collaborative and supportive environment where you can grow your career.About UsWe're a boutique financial planning and investment advisory firm dedicated to delivering personalized service and expert advice....

Job OverviewWe are seeking a highly skilled Senior Accountant to join our team at Phaxis - Financial Services. In this role, you will be responsible for assisting with month-end close processes, booking journal entries, and investigating variances.You will also prepare and review account reconciliations and analysis, assist with the preparation of global...

We're looking for a highly skilled bookkeeping and financial services professional to join our team at Diversified Financial Services! In this role, you'll have the opportunity to provide expert bookkeeping and financial services to clients, including preparing financial statements, reconciliations, and other financial documents.About the Role:Prepare...

About the RoleWe are looking for a highly motivated and experienced financial advisor to join our team at Fifth Avenue Financial.The successful candidate will be responsible for developing and implementing customized financial plans for clients, as well as analyzing their financial situations and providing tailored recommendations.In terms of compensation,...

Company Overview:Phaxis - Financial Services is a leading provider of financial solutions.Salary:The estimated salary for this role is $80,000 - $110,000 per year, depending on experience.Job Description:We are seeking a Senior Accountant to assist with month-end close processes, book journal entries, and investigate variances in financial data.Key...

About Intact Financial CorporationWe are a leading provider of insurance and financial services. Our mission is to help people manage risk and achieve their goals.

Job Title: Investment Team CoordinatorMy client is a Global Equities Firm seeking an experienced Investment Team Coordinator to join their team.The role focuses on supporting an Investment Team by working closely with Corporate Access, Portfolio Managers, and Broker Sales Teams. This multi-faceted position offers exposure to top leadership and provides...

Key ResponsibilitiesAnalyze financial performance and prepare reports on key metrics, trends, and forecasts to inform strategic decision-making.Collaborate with various departments to provide financial insights and support project evaluations, driving business growth through data-driven recommendations.The ideal candidate will have a strong background in...

Job DescriptionWe are seeking an organized and detail-oriented individual to join our finance team as an administrative assistant with bookkeeping experience. This opportunity allows someone looking to begin their career in accounting to gain hands-on experience in a dynamic environment.Responsibilities:Assist with preparing financial statements and...

Job Overview:Rockefeller Capital Management is a leading independent financial advisory services firm, founded in 1882. We are seeking a skilled Payroll Specialist to support our payroll program. The ideal candidate will have experience in payroll operations, HR, and Payroll systems, preferably Ceridian Dayforce.About the Position:The Payroll Specialist will...