Dynamic Financial Services Associate
6 days ago
American Heritage Credit Union is seeking a Part-Time Member Experience Advisor to provide premier service to members, clients, and associates.
Job Responsibilities:- Process account-related requests including opening basic consumer accounts and performing file maintenance.
- Process basic consumer loan-related requests including submitting applications, booking, and disbursing, and file maintenance.
- Analyze members' engagement with the credit union and offer solutions using sales tracking systems and member data warehouse programs.
- Connect members to Subject Matter Experts via SmartOffice/VANA technology for specialized financial needs.
- 1-3 years of similar or related experience.
- High school education or GED.
- Part-Time position averaging 27 hours per week.
- Must be available for morning, evening, weekday & Saturday hours.
- FICEP certification (to be completed after hire).
We offer a competitive rate commensurate with experience ($18.50 - $20.00 per hour) and an extensive benefits package including paid time off, health benefits, 401(k) with a generous escalating company match, and future growth opportunities within the company.
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High-Profile Financial Services Associate
6 days ago
Philadelphia, Pennsylvania, United States NexWealth Full timeNexWealth, a registered investment advisor and multi-family office, offers an exciting opportunity for a junior analyst to work closely with firm executives.Key ResponsibilitiesThe selected candidate will gain exposure to areas including asset allocation, portfolio analytics, reporting, trust and estate planning, and compliance. The role requires strong...
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Financial Services Deal Associate
2 days ago
Philadelphia, Pennsylvania, United States 5 Legal Full timeWe are seeking a highly qualified Financial Services Deal Associate to join our Private Equity/M&A team at 5 Legal.About the RoleThe ideal candidate will have 2+ years of experience in Private Equity/M&A, with admission to the bar of the relevant jurisdiction preferred but not required. Foreign qualified candidates are welcome to apply.Key...
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Financial Protection Specialist
5 days ago
Philadelphia, Pennsylvania, United States Lumina Financial Solutions Full timeCompany OverviewLumina Financial Solutions is a dynamic company dedicated to providing innovative insurance solutions for families.
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Financial Analyst for Auto Industry
3 weeks ago
Philadelphia, Pennsylvania, United States GM Financial Full timeAbout the RoleThe Senior Credit Analyst position at GM Financial offers an exciting opportunity to utilize analytical and problem-solving skills in a dynamic environment. This role is responsible for researching and assessing credit risks, ensuring compliance with State and Federal regulations, and fostering relationships with automobile dealers.As a key...
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Philadelphia, Pennsylvania, United States Judd Greenberg - State Farm Agent Full timeJob DescriptionAt Judd Greenberg - State Farm Agent, we are seeking a highly motivated and results-driven Insurance and Financial Services Representative to join our dynamic team. As an Account Associate, you will play a pivotal role in driving our business forward while enjoying a rewarding and supportive work environment.Key Responsibilities:Drive Sales:...
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Financial Services Representative
6 days ago
Philadelphia, Pennsylvania, United States American Heritage Federal Credit Union Full timeEnhance the Member Experience at American Heritage Credit UnionA career opportunity has arisen for a Financial Services Representative to join our team in the Roxborough area. This role provides exceptional service to members, clients, and associates of American Heritage Credit Union, focusing on delivering an outstanding member experience.We are seeking a...
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Financial Services Representative
7 days ago
Philadelphia, Pennsylvania, United States American Heritage Credit Union Full timePart-Time Member Experience AdvisorAmerican Heritage Credit Union, a leading financial institution with over $4.8 billion in assets, has an exciting opportunity for a Part-Time Member Experience Advisor to join our Bridge Street branch team.This role offers the chance to provide exceptional service to members, clients, and associates by enhancing their...
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Taxation and Financial Services Director
3 weeks ago
Philadelphia, Pennsylvania, United States Human Resources Managers On The Move Full timeJob Overview:In the Moment Financial Services is a forward-thinking company dedicated to empowering individuals and small businesses to achieve financial success. As a Taxation and Financial Services Director, you will play a crucial role in overseeing the tax preparation staff and accounting functions.Key Responsibilities:Compliance Management:Evaluate and...
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IT Infrastructure Director
2 days ago
Philadelphia, Pennsylvania, United States Perpay - Career's Page Full timeCompany OverviewWe are Perpay, a financial services company dedicated to building simple and inclusive products that help our members improve their financial future. With $500 million in spending power, we're committed to reducing cost of ownership and promoting healthy repayment behavior.About the RoleAs our Senior IT Manager, you will work alongside our...
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Dynamic Sales Leadership Opportunity
6 days ago
Philadelphia, Pennsylvania, United States Capital One Full timeAbout the RoleAs a seasoned sales professional, you have the opportunity to lead a dynamic team of Area Sales Managers in achieving exceptional results. Based in Philadelphia, Pennsylvania, this role offers a chance to work with a talented team and make a significant impact on the business.Key ResponsibilitiesProvide strategic guidance and oversight to the...
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Senior Financial Analyst
5 days ago
Philadelphia, Pennsylvania, United States Environmental Construction Services Full timeJob SummaryWe are seeking a highly skilled Senior Financial Analyst to join our team at Environmental Construction Services. As a key member of our financial department, you will be responsible for managing budgets, change orders, invoices, and performing various accounting tasks.
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Financial Operations Specialist
7 days ago
Philadelphia, Pennsylvania, United States 24HRPO Full timeJob OverviewWe are seeking a highly skilled Financial Operations Specialist to join our team at 24HRPO.Salary: $65,000 - $85,000 per yearResponsibilitiesThe successful candidate will be responsible for engaging in a wide range of administrative and financial activities including preparing, maintaining, and managing salary/effort spreadsheets and all payroll...
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Customer Service Associate
5 days ago
Philadelphia, Pennsylvania, United States Canon Business Process Services Full timeJob DescriptionWe are seeking a highly skilled Customer Service Specialist to join our team in Philadelphia, PA. As a key member of our service desk operations, you will be responsible for managing customer calls and emails, resolving issues, and escalating when necessary.About the Role:Manage customer interactions via phone, email, or chatResolve issues...
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Part-Time Financial Services Representative
3 days ago
Philadelphia, Pennsylvania, United States American Heritage Credit Union Full timeJob DescriptionAmerican Heritage Credit Union, a leading financial institution with over $4.8 billion in assets, seeks a highly skilled Part-Time Member Experience Advisor to join our Rhawn Street branch team.This key role provides exceptional service to members, clients, and associates by enhancing the overall member experience through proactive engagement...
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Corporate Financial Controller
1 week ago
Philadelphia, Pennsylvania, United States Gateway Search Associates Full timeWe are seeking a highly skilled and experienced Senior Accountant to join our team at Gateway Search Associates. This is a fantastic opportunity for a professional accountant looking to take their career to the next level in a dynamic and fast-paced environment.Job SummaryThe successful candidate will play a critical role in managing high-level accounting...
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Senior Financial Analyst
5 days ago
Philadelphia, Pennsylvania, United States CORA Services Inc Full timeWe are seeking a highly skilled Senior Financial Analyst to join our team at CORA Services Inc. in the position of Staff Accountant. The estimated annual salary for this role is $65,000 - $85,000 based on the location and industry standards.Job OverviewThe successful candidate will be responsible for preparing timely and accurate monthly journal entries and...
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Financial Services Operations Specialist
1 week ago
Philadelphia, Pennsylvania, United States Synergy Interactive Full timeAbout UsSynergy Interactive is a leading player in the financial services industry, dedicated to providing exceptional trade support and operations solutions. Our team of experts strives for excellence in every aspect of our work.Job SummaryWe are seeking an experienced Financial Services Operations Specialist to join our team in Philadelphia. The ideal...
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Financial Operations Specialist
6 days ago
Philadelphia, Pennsylvania, United States Liberty Personnel Services, Inc Full timeJob OverviewWe are seeking a talented Entry-Level Staff Accountant to join our team at Liberty Personnel Services, Inc. This exciting role offers an excellent opportunity for growth and professional development in financial operations.About the RoleThis position involves preparing and maintaining journal entries and detailed account analyses. You will assist...
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Financial Operations Coordinator
3 days ago
Philadelphia, Pennsylvania, United States Environmental Construction Services Full timeJob OverviewEnvironmental Construction Services is seeking an experienced Financial Operations Coordinator to support the day-to-day accounting functions of a mid-sized construction company. This role will provide an excellent learning environment for a motivated and ambitious individual who has exceptional computer and accounting skills.
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Tax Professional
5 days ago
Philadelphia, Pennsylvania, United States JUMPING JACK TAX - PHILADELPHIA - ERIE AVENUE Full timeAt JUMPING JACK TAX - PHILADELPHIA - ERIE AVENUE, we are seeking highly skilled Tax Professionals to join our team. As a Tax Professional, you will be responsible for providing exceptional customer service and expertise in tax preparation and financial services.We offer a competitive salary of $15.00-$20.00 per hour, based on experience, and the opportunity...