Financial Services Specialist

About the OpportunityFDR Financial Group is a boutique financial planning firm established in 1983, providing comprehensive financial planning services to approximately 350 high net worth families. We are seeking a skilled Brokerage Operations Expert to join our team and contribute to our success.Key ResponsibilitiesOpening and servicing brokerage, advisory,...

About the Role:FDR Financial Group is a boutique financial planning firm established in 1983, offering comprehensive financial planning services to approximately 350 high-net-worth families. We seek a detail-oriented Registered Field Assistant to join our team, supporting clients with brokerage, advisory, and 529 account services.Responsibilities:Account...

We are seeking a skilled Senior Insurance and Financial Services Professional to join our team at Advanced Insurance & Financial Services LLC. This exciting opportunity offers a competitive salary of $60,000 - $80,000 per year, depending on experience.Job DescriptionThe ideal candidate will be responsible for providing expert advice to clients on insurance...

Job OverviewFDR Financial Group is seeking an experienced Registered Field Assistant to join our team. This role will be responsible for providing exceptional client service and support in the areas of brokerage, advisory, and 529 accounts.Key Responsibilities:Opening and servicing brokerage, advisory, and 529 accounts with high net worth clientsServing as a...

OverviewWe are seeking a highly skilled Senior Implementation Specialist to join our team at ClassWallet, a leading financial technology company serving public agencies. As a key member of our implementation services team, you will play a pivotal role in delivering exceptional support and service to our valued clients.

We are looking for a driven professional to join our dynamic team at Randstad North America, Inc. as a Senior Financial Operations Specialist.About the RoleThis is a unique opportunity to make a significant impact in a fast-paced industry where precision and organization are essential.As a Senior Financial Operations Specialist, you will be responsible for...

Job OverviewWe are seeking an experienced Financial Operations Specialist to join our team in Hollywood, FL.This role is responsible for providing daily bookkeeping support for 3 company accounts, maintaining QuickBooks and QB Projects, and assisting the Accounting Manager with USA-based accounts payable & receivable tasks.ResponsibilitiesDaily Bookkeeping:...

About the RoleWe require an Accounts Receivable Customer Service specialist to join our team at ACCOUNTSULT LLC. As a key member of our staff, you will be responsible for assisting Homeowners with technical issues.Key ResponsibilitiesResolve customer inquiries and complaints in a courteous and efficient manner.Communicate clearly and provide accurate...

Job OverviewCable Wiring Specialist, Inc. provides a wide range of construction and engineering services to the Telecommunications and Fiber Optic industry.The company operates with a large workforce throughout Florida and Georgia, accompanied by a significant fleet. Cable Wiring Specialist, Inc. continues to be chosen by communications corporations for its...

About the RoleWe're looking for a skilled Financial Analyst Assistant to join our team at TEKsystems. As an Operations Support Specialist, you'll play a crucial role in assisting our financial analyst with various tasks, including posting invoices, setting up accounts, and managing vendor relationships.This is a fantastic opportunity for someone who is...

About the JobWe are currently seeking an experienced Financial Transaction Support Representative to join our team at ACCOUNTSULT LLC.Key Responsibilities:Respond to client inquiries and resolve issues in a prompt and professional manner.Utilize strong communication skills to provide clear and concise information to clients.About the Company Culture:Our...

We are seeking skilled Life, Health and Annuity agents to join our growing national company. This is an exciting opportunity for those looking to develop and grow their business.Our comprehensive tools and carriers will assist you in expanding your client base and increasing revenue.You will have the flexibility to work remotely or in the field, allowing you...

We are seeking a highly skilled Financial Services Manager to join our team at Baking Distributer. The ideal candidate will provide essential support in bookkeeping tasks and office management duties.Job DescriptionThis is a salaried position with an estimated annual salary of $60,000 - $80,000 based on industry standards for accounting professionals in...

About the RoleWe are seeking a highly skilled Float Member Advisor to join our team at Educational Federal Credit Union. As a Float Member Advisor, you will be responsible for providing exceptional member service by serving as a consultant to members on a wide variety of deposit and loan transactions/inquiries.Key Responsibilities:Process various types of...

Job OverviewPNC Financial Services Group is seeking a talented individual to join our team as a Retail Banking Associate. This role involves providing exceptional customer service, accurately performing high volume customer banking transactions, educating customers on new technology, and developing banking product referral opportunities through strong...

Job OverviewDREW FUEL SERVICES is seeking a skilled Vacuum Truck Operator and Environmental Services Specialist to oversee and direct the work of small to medium size vacuum jobs at client sites. This role requires strong leadership abilities, effective communication skills, and the ability to prioritize tasks and manage time efficiently.Key...

About UsWe are a State Farm independent contractor agent team looking for a motivated individual to join our dynamic team. As an Agent Team Member, you will have the opportunity to work with a trusted brand and promote State Farm's premier insurance and financial service products.Salary:$50,000 - $80,000 per year salary, plus commission/bonus...

ResponsibilitiesOpening and servicing brokerage, advisory, and 529 accountsServing as the primary point of contact for our high net worth clientsRunning various reports, including RMDs, and maintaining RedTail CRMCreating and maintaining systems for organization and Excel skillsThis is an excellent opportunity for a motivated individual to learn all aspects...

CGS seeks a detail-oriented Government Data Specialist to maintain databases by entering new and updated records and related information. The ideal candidate should possess excellent typing skills, data oversight abilities, and be comfortable working in a fast-paced environment.About CGSContact Government Services, LLC is a dynamic organization committed to...

Customer Service Specialist Role SummaryAs a Customer Service Specialist at Floor & Decor, you'll be responsible for providing exceptional customer experiences, answering questions, and resolving issues in a professional and courteous manner. You'll also be responsible for completing transactions accurately and efficiently, as well as maintaining a clean and...