Financial Transaction Specialist

Job SummaryWe are seeking a detail-oriented and organized individual to join our team as a Transaction Processing Specialist. As a key member of our Balancing Department, you will be responsible for performing business support and technical work, primarily focused on organizing data and coordinating financial processes.Key ResponsibilitiesPerform 10-key data...

Job Title: Commercial Escrow OfficerChicago Title is seeking a skilled Commercial Escrow Officer to join our team in Milwaukee. As a key member of our commercial real estate team, you will be responsible for leading the closing process for local and national business transactions.Key Responsibilities:Manage real estate transactions, ensuring all necessary...

About the Role:Cetera Financial Group is seeking a skilled Financial Services Specialist to join our team. As a Financial Services Specialist, you will be responsible for meeting with current and potential bank customers to determine the best way to serve their investment planning goals.The ideal candidate will have a strong focus on sales and customer...

Job Title: Commercial Escrow OfficerChicago Title is seeking a highly skilled Commercial Escrow Officer to join our team in Milwaukee. As a key member of our commercial real estate team, you will be responsible for managing the closing process for local and national business transactions.Key Responsibilities:Manage real estate transactions, ensuring all...

About the Role:The Managed Financial Professional position is responsible for meeting with current and potential bank customers to help determine the best way to serve those customers' investment planning goals.As a Financial Services Specialist, you will proactively develop a client base to which appropriate wealth management products can be sold.Key...

Job Summary: We are seeking a highly skilled Financial Services Professional to join our team at PNC Financial Services Group, Inc.About the Role: As a Personal Banking Specialist, you will be responsible for engaging customers in sales conversations to identify appropriate financial solutions. You will work closely with customers to understand their...

Job DescriptionA reputable client is seeking a reliable Accounts Payable professional to manage the accounts payable function for a multi-site business.The ideal candidate will be responsible for preparing and examining financial records, ensuring accurate and timely completion of accounts payable functions.Key Responsibilities:Consolidated Accounts Payable...

Job Title: Transaction ManagerJob Summary:THE BOERKE CO INC is seeking a skilled Transaction Manager to join our team. As a key member of our team, you will be responsible for the day-to-day transaction management of a portfolio of properties on behalf of our clients.Key Responsibilities: Assist with the implementation of portfolio plans that align with...

Financial Specialist OpportunityUW Credit Union is seeking a Financial Specialist to provide exceptional service to our members in the Milwaukee area. As a Financial Specialist, you will be responsible for understanding members' financial goals and providing tailored recommendations to help them achieve their objectives.Key Responsibilities:Meet with members...

OverviewUW Credit Union is seeking a group of Spanish-Bilingual Financial Specialists to provide exceptional service and support to our members. As a Financial Specialist, you will play a critical role in helping our members achieve their financial goals and dreams.ResponsibilitiesMeet with members to understand their financial needs and provide personalized...

Job SummaryBCforward is seeking a highly motivated Financial Services Specialist to join our team. As a key member of our operations team, you will be responsible for processing new accounts, purchases, redemptions, exchanges, and account maintenance.Key ResponsibilitiesProcess new accounts, purchases, redemptions, exchanges, and account maintenanceProcess...

About the RoleUW Credit Union is seeking a highly skilled Financial Specialist to join our team in the Milwaukee area. As a Financial Specialist, you will be responsible for providing exceptional customer service, educating members on financial products and services, and helping them achieve their financial goals.ResponsibilitiesMeet with members to...

Job Summary: We are seeking an experienced Accounting Clerk to join our team at SP+ Parking. The successful candidate will be responsible for managing the complete accounts receivables and cash disbursement cycle, as well as revenue reporting. Key Responsibilities: Post customer payments by recording cash, checks, and credit card transactions. Update...

OverviewUW Credit Union is seeking a group of Spanish-Bilingual Financial Specialists to provide exceptional service and support to our members as our team expands and develops. As a Financial Specialist, you will play a vital role in helping members achieve their financial goals and dreams.ResponsibilitiesMeet with members to understand their financial...

Collections SpecialistAbout Our Company:We are a well-established company located in downtown Milwaukee, WI, offering a dynamic work environment and opportunities for growth.Our company-sponsored social events and team-building activities foster a positive and collaborative work culture.We provide training and development programs to enhance our employees'...

Client Specialist Trainee RoleThe Robert W Baird & Co Client Specialist Training Program is a unique 18-month development opportunity designed to attract driven and adaptable individuals to join the Financial Services Industry.This program will teach individuals the importance of exceptional client service through operational support for Financial Advisors...

Job Title: Financial ProfessionalCetera Financial Group is seeking a highly motivated and skilled Financial Professional to join our team. As a Financial Professional, you will be responsible for meeting with current and potential bank customers to help determine the best way to serve their investment planning goals.Key Responsibilities:Collect and analyze...

About the RoleWe are seeking a highly skilled Corporate Transactional Attorney to join our Field Distribution Team. As a member of this team, you will advise the Company on a wide range of issues related to the Company's independent contractor sales force. Your expertise will be essential in reviewing and drafting agreements and documents related to business...

Job Title: Financial SpecialistWe are seeking a highly skilled Financial Specialist to join our team at the Medical College of Wisconsin. As a key member of our financial operations team, you will be responsible for managing the financial aspects of clinical trials, including billing and collection.Key Responsibilities:Manage clinical trial portfolios,...

pbJobSummary:/bWeareseekingaskilledbFinancialTransactionSpecialist/btojoinourteamatConnectSearch,LLC.Asakeymemberofouraccountingdepartment,youwillberesponsibleformanaginghigh-volumeinvoicesandfinancialtransactions./ppbKeyResponsibilities:/b/pulliProcessandmanagehigh-volumeinvoicesusingIntuitFieldSoftwareandvariousclientbillingsystems./liliInputvendorwarranty...