Financial Operations Specialist

1 week ago


Wall Lake, Iowa, United States CSI Group Full time
Job Description

We are seeking a detail-oriented and organized Financial Services Coordinator to support our Financial Services Team. The successful candidate will play a key role in ensuring the efficient processing of annuities, investments, and various financial products.

This is an excellent opportunity for individuals passionate about financial services who want to contribute to the success of a dynamic team. If you are a proactive and detail-oriented professional, we encourage you to apply.

The ideal candidate will possess strong attention to detail, excellent organizational skills, and effective communication abilities. They will be responsible for assisting with the preparation and submission of applications for annuities and investments, ensuring accurate and timely processing of retirement plans, 401(k), and brokerage accounts, and monitoring and following up on submitted applications to ensure timely approval and execution.



  • Wall Lake, Iowa, United States C&A Financial Group Full time

    About the RoleC&A Financial Group is a leading provider of strategic planning and guidance services, helping individuals and businesses achieve their financial goals. We are seeking a skilled Financial Growth Specialist to join our team and help us continue to grow and succeed.As a Financial Growth Specialist, you will be responsible for working with clients...


  • Wall Lake, Iowa, United States C&A Financial Group Full time

    About UsC&A Financial Group is a leading provider of comprehensive strategic planning and guidance, helping our clients achieve their highest level of prosperity. Our philosophy is centered around cash flow management, identifying wealth accumulation, protection, distribution, and preservation strategies for families and privately held business owners.We...


  • Wall Lake, Iowa, United States Nexagen Networks Inc Full time

    We are seeking a highly skilled Financial Director to join our team at Nexagen Networks, Inc. As a Strategic Financial Officer, you will be responsible for overseeing our organization's financial operations, providing strategic financial guidance, and ensuring the company's long-term financial sustainability and compliance.This role requires a strong leader...

  • Financial Advisor

    5 days ago


    Wall Lake, Iowa, United States New York Life - Wall, NJ Full time

    About the RoleNew York Life is a Fortune 100 company with a long history of doing good, committed to helping generations of Americans protect their families and attain their financial goals. We are accountable only to our policyholders, not to Wall Street or outside investors.We're proud of our financial strength and the training we offer.


  • Wall Lake, Iowa, United States Arrow Staffing Inc Full time

    Job OverviewWe are seeking a skilled and meticulous sewing machine operator to join our team at Arrow Staffing Inc. in New Jersey. As a fabric crafts specialist, you will be responsible for constructing and altering manufacturing pieces using patterns, intuition, or both, depending on each task's specifications.To ensure success in this role, you should...


  • Wall Lake, Iowa, United States New York Life - Wall, NJ Full time

    Pursue a fulfilling career as a Financial Solutions Specialist at New York Life in Wall Township, New Jersey, USA. This exciting opportunity comes with a competitive salary of $115,917 per year, along with excellent benefits, including healthcare, dental, vision, life, and disability insurance, and a retirement plan.About the RoleYou will be joining a...


  • Wall Lake, Iowa, United States Jobot Full time

    Job OverviewThis is an exciting opportunity for experienced Mammography Technologists to join our dynamic team at Jobot. As a Diagnostic Imaging Specialist, you will play a crucial role in performing high-quality mammography examinations and maintaining cutting-edge imaging equipment.ResponsibilitiesPerform complex mammography procedures in accordance with...


  • Wall Lake, Iowa, United States 360 Headhunter Full time

    Job OverviewWe are a prominent farm in South Dakota seeking an experienced agricultural specialist to join our team. The ideal candidate will have a solid understanding of farming operations, including grain and agronomy.Salary InformationThe salary for this position is estimated at $65,000 - $80,000 per year, depending on experience. A Class A CDL or the...


  • Wall Lake, Iowa, United States Wall Township Public Schools Full time

    Executive Administrative Support SpecialistWall Township Public Schools is seeking a highly skilled and organized Executive Administrative Support Specialist to support the daily operations of our school. This role involves providing administrative assistance to staff members, maintaining accurate records and files, and assisting with various tasks and...


  • Wall Lake, Iowa, United States Creative Change Counseling Full time

    Job Title: Mental Health Therapist SpecialistWe are seeking a skilled Mental Health Therapist Specialist to join our team at Creative Change Counseling. This is a full-time position responsible for providing culturally competent mental health services to individuals and families experiencing difficulties due to life situations or mental health...


  • Wall Lake, Iowa, United States Arrow Staffing Inc Full time

    Job OverviewWe are seeking a skilled Video Media Specialist to join our team at Arrow Staffing Inc. This role involves providing video support for engineering tests, managing engineering media needs, and setting up and supporting engineering tests.Key Responsibilities:Digitize video from conducted tests.Create video files and documents to send to customers...


  • Storm Lake, Iowa, United States MERRILL MFG CO CORP Full time

    About UsMerrill Manufacturing is North America's leading manufacturer of parts and accessories to the water well and water system industries.We are a family-owned company known for our incredible service, quality products, and diverse selection. Our values guide everything we do: doing the right thing, sharing our passion, having a can-do attitude, thinking...


  • Wall Lake, Iowa, United States French & Parrello Full time

    About the RoleWe are seeking a skilled Billing Representative to join our team in Wall Township, New Jersey.About the JobProcess and monitor project budgets for public and private clients in various industries.Prepare and process invoices and contract documents with attention to detail.Set up projects according to contract terms and ensure timely...


  • Wall Lake, Iowa, United States Arrow Staffing Inc Full time

    Job OverviewWe are seeking an experienced Assembly Technician to join our team at Arrow Staffing Inc. in Wall Township, NJ. As a key member of our production team, you will be responsible for assembling entire products or components, conducting quality inspections, and preparing finished products for shipment.The ideal candidate will have previous experience...


  • Wall Lake, Iowa, United States Nexagen Networks Inc Full time

    Job Title: Finance Director LeaderNexagen Networks, Inc. is a distinguished company that provides outstanding benefits and exceptional opportunities for career growth. We are pleased to announce an opening for a Strategic Financial Officer.We are seeking a highly skilled professional to oversee our organization's financial operations. The ideal candidate...


  • Wall Lake, Iowa, United States Arrow Staffing Inc Full time

    Fabric Production Specialist Job DescriptionWe are looking for a detail-oriented Fabric Production Specialist to join our team at Arrow Staffing Inc. As a fabric production specialist, you will be responsible for cutting, sewing, and gluing fabric according to the requirements of each article.Main ResponsibilitiesDeciding on Appropriate Sewing...


  • Wall Lake, Iowa, United States New York Life - Wall, NJ Full time

    Key Responsibilities:The successful candidate will initiate their professional journey in Wall Township, NJ, US as a financial professional with a clear path towards leadership roles. They will engage in thorough training to understand and fulfill the responsibilities of a financial professional effectively. Utilizing digital tools and financial products,...


  • Wall Lake, Iowa, United States CSI Group Full time

    About the RoleCsi Group is seeking an experienced tax professional to join their team. The ideal candidate will have 1-2 years of experience with high-volume tax preparation and processing, a strong understanding of tax preparation software and tax laws, and excellent analytical, communication, and customer service skills.Responsibilities include maintaining...

  • Math Teacher

    4 weeks ago


    Wall Lake, Iowa, United States Solution Prep Full time

    Unlock a Fulfilling Teaching Career with Solution PrepWe are seeking an exceptional Math Teacher to join our team as a SAT Prep Specialist. In this role, you will play a vital part in shaping the academic future of high school students.Why Work with Us?Competitive Salary: $52,000 base pay, with opportunities to reach up to $60,000Paid Training and SupportA...


  • Wall Lake, Iowa, United States New York Life - Wall, NJ Full time

    About the RoleNew York Life is seeking a driven individual to join our team as a financial professional. With a focus on marketing, business development, and customer relationship management, this role offers a comprehensive training program tailored for ambitious individuals seeking managerial positions. The six-month training program emphasizes recruitment...