Financial Operations Associate

Job SummaryThis role supports a team of Financial Advisors who deliver personalized financial plans to clients, empowering them to achieve their retirement objectives. As a Client Service Associate, you will be the primary point of contact for advisors and clients, ensuring seamless communication and timely resolution of requests.

About UsAs a leading Registered Investment Advisor, Sequoia Financial Group serves clients across the region from its headquarters in Northeast Ohio. We deliver comprehensive financial planning and wealth management solutions that empower individuals to achieve their retirement objectives. By prioritizing client satisfaction and team member growth, we strive...

Job OverviewLHH Recruitment Solutions, a leading provider of recruitment solutions, has partnered with a reputable healthcare company based in the Berwyn, PA area.Estimated Salary: $80,000.00 - $90,000.00 per yearJob ResponsibilitiesThe ideal candidate will have extensive experience in financial operations, including reviewing and analyzing financial...

About the RoleAs a Summer Intern at State Street Corporation, you will play a vital part in supporting the Alpha Operations team with day-to-day Investment Operations tasks. Your primary responsibilities will include ensuring timely and effective processing of client requests, preparing standard client reporting, performing transaction processing tasks,...

Job OverviewA-G Specialty Insurance, LLC is seeking a highly skilled Senior Accountant to join our team. As a key member of our accounting department, you will be responsible for preparing financial statements, managing the monthly close process, and providing analytical support to senior management.About the RoleThis is a full-time position that requires...

Accounting Professional WantedA-G Specialty Insurance, LLC is seeking an experienced Accounting Professional to join our team. As an Accounting Professional, you will play a key role in preparing financial statements, managing the monthly close process, and developing processes to improve accounting efficiency.The estimated salary for this role is $100,000 -...

Our TeamAt Sequoia Financial Group, our team is built on the foundation of shared values: integrity, passion, and teamwork. We believe that every team member has the potential to grow and develop within our organization, and we're committed to providing the resources and support needed to achieve success. As a Client Service Associate, you'll have the...

The Ideal CandidateWe're seeking a highly motivated and detail-oriented individual who thrives in a fast-paced environment. As a middle office associate, you will be responsible for managing day-to-day transactional responsibilities, ensuring data accuracy, and consulting with peers to optimize the operating model. Your excellent verbal and written...

Job DescriptionWe are seeking an experienced professional to join our team as a Investment Associate 2. This role is responsible for overseeing all day-to-day transactional responsibilities in a fast-paced, flexible and exciting environment. As a key member of our team, you will work closely with State Street teams from around the globe to support premier...

Company OverviewState Street is a leading financial services company that provides a wide range of investment services to institutional clients. For over two centuries, we have been helping our clients safeguard and steward the investments of millions of people.Salary Range$15,600 - $58,500 AnnualJob DescriptionThis role involves working with the Alpha...

Key ResponsibilitiesDaily processing of client and advisor requests, including new accounts, transfers, and meeting schedulingProactive support for advisors, anticipating client needs and enabling them to maximize their timeProviding excellent client service through timely, accurate, and clear communicationDemonstrating professional communication skills,...

Job DescriptionAt Gulph Creek Hotels, we are seeking a highly motivated and experienced Operations Manager to join our team. This key leadership role requires strong organizational skills, attention to detail, and the ability to effectively manage a team.Responsibilities:Assist the General Manager in all aspects of daily operations, including staff...

**Job Overview**State Street Corporation is a leading global provider of financial services, offering a wide range of products and solutions to institutional clients. We are currently seeking a highly skilled Business Operations Analyst to join our team.The ideal candidate will have a strong background in business operations, with experience in transaction...

About the CompanyState Street Corporation is one of the largest custodian banks, asset managers, and asset intelligence companies in the world. Our mission is to safeguard and steward the investments of millions of people. From technology to product innovation, we're pushing the boundaries of what's possible in the financial services industry.Job...

Unlock Flexibility and Earning PotentialAs a Dasher with DoorDash, you'll have the autonomy to choose your own hours and delivery locations, allowing you to earn money on your terms. With no vehicle restrictions and easy sign-up, you can start working quickly and achieve your financial goals.Your Time. Your Goals.What is DoorDashA leading on-demand delivery...

Job OverviewA-G Specialty Insurance, LLC is seeking an experienced Senior Accountant to join our team. The ideal candidate will have a strong background in accounting and a passion for financial operations.The estimated salary for this role is $80,000 - $110,000 per year, depending on experience.Responsibilities:Prepare financial statements and reports,...

Key ResponsibilitiesLeverage comprehensive knowledge of all Envestnet Workplace Solutions.Partner with the Strategic Relationship Management and Key Account Manager teams to support service excellence for existing enterprise clients.Ensure all contracts, amendments, and SOW's are in good order and submitted to legal, billing, and operations teams.A...

At firstPRO, Inc, we are seeking a highly skilled Internal Controls Compliance Manager to join our team. This role is responsible for ensuring the company's internal controls, corporate compliance, and financial reporting processes align with regulatory standards, including JSOX.The ideal candidate will have a solid background in audit, corporate accounting,...

Job OverviewWe are seeking a highly skilled Operations Manager to join our team at Gulph Creek Hotels. This role involves overseeing the daily operations of our establishment, ensuring exceptional customer service, and maintaining high standards of quality.Key Responsibilities:Assist the General Manager in all aspects of daily operations, including staff...

About the JobThis exciting opportunity is for a Senior Electrical Engineer to join our power systems team. As a key member of our engineering team, you will play a critical role in designing, planning, and implementing electrical generation, transmission, distribution, and telecommunication facilities and systems.Your primary responsibilities will...