Financial Planning Specialist
4 weeks ago
We are seeking a highly skilled Financial Planning Specialist to join our team at Transcend Practice Management. As a key member of our financial planning team, you will be responsible for managing existing client relationships, interpreting various planning documents, and responding to client inquiries and requests.
The ideal candidate will have a Bachelor's degree, years of experience as a financial planner, and hold the CFP designation or CPA/PFS. They will also possess excellent oral and written communication skills, attention to detail, and strong problem-solving and critical-thinking skills.
In this role, you will work closely with our team to deliver high-quality financial planning services to our clients. You will be responsible for managing client relationships, interpreting planning documents, and responding to client inquiries and requests. You will also be expected to stay current on trends and regulations within the financial planning arena.
Key qualifications for this opportunity include a Bachelor's degree, years of experience as a financial planner, and the CFP designation or CPA/PFS. You will also need to possess excellent oral and written communication skills, attention to detail, and strong problem-solving and critical-thinking skills.
We are committed to sourcing a diverse pool of applicants from various backgrounds. If you have experience as a financial planner and want to provide a high-quality experience for clients, we encourage you to apply.
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Financial Recovery Specialist
1 month ago
Marquand, Missouri, United States Milliner & Associates Full timeMilliner & Associates, LLC is a leading staffing firm specializing in Accounting, Finance, Human Resources, Administrative, and Customer Service placements. Our team conducts searches for various accounting, finance, human resources, administrative, and customer service functions at all levels. We focus on building strong relationships with our candidates...
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Marquand, Missouri, United States Prudential Financial Full timeAre you a motivated individual looking to start a career in financial planning? We have an exciting opportunity for you to join our team as a Financial Planner and embark on a rewarding career journey.As a Financial Planner, you will be responsible for developing relationships with clients, gathering information to build robust financial plans, and helping...
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Financial Planning and Analysis Manager
3 weeks ago
Marquand, Missouri, United States Vaco Full timeJob Description:We are seeking a highly skilled FP&A Manager to join our team at Vaco. As an FP&A Manager, you will be responsible for performing monthly analytics to explain actual vs. projected expenses, assisting Sales with modeling out projected expenses, and completing monthly payments and accrual entries. You will also provide quality and timely...
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Space Planning Specialist
4 weeks ago
Marquand, Missouri, United States Safety Management Group of IN Inc Full timeAt Safety Management Group of IN Inc, we are a nationally recognized professional service organization that provides workplace safety consulting, training, staffing, program planning, and implementation. Our comprehensive benefits package includes Medical, Dental, Vision, Flexible Spending, a 401k with employer matching, paid holidays, Life and Disability...
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Financial Operations Coordinator
6 days ago
Marquand, Missouri, United States Jobot Full timeAccounting Specialist Job DescriptionJob SummaryWe are seeking an experienced Accounting Specialist to join our finance team. The ideal candidate will have a strong background in accounting and a keen eye for detail. This is an exciting opportunity to work with a dynamic team and contribute to our company's financial success.Key ResponsibilitiesManage all...
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Senior Financial Services Specialist
1 month ago
Marquand, Missouri, United States Jobot Full timeUnlock Your Potential in Financial ServicesAt Jobot, we're seeking a highly skilled Staff Tax Accountant to join our cutting-edge financial services team. As a key member of our team, you'll have the opportunity to excel in tax planning, accounting, and mentorship.What We OfferCutting-Edge Expertise: Be part of a team renowned for its expertise in financial...
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Financial Accounting Specialist
4 weeks ago
Marquand, Missouri, United States Elevance Health Full timeJob SummaryThe Financial Accounting Analyst is a key member of the Treasury Accounting team, responsible for supporting all month-close functions, including closing, analysis, and reporting. This role requires a strong understanding of accounting principles and procedures, as well as excellent analytical and problem-solving skills.Key ResponsibilitiesReviews...
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SEO Director, Content Planning Specialist
4 weeks ago
Marquand, Missouri, United States TrendyMinds Full timeJob Title: SEO Director, Content Planning SpecialistAt TrendyMinds, we're seeking an experienced SEO Director, Content Planning Specialist to join our team. As a key member of our Content Studio, you'll be responsible for developing, implementing, and reporting on the progress of SEO content strategies that enhance website performance and achieve clients'...
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Portfolio Manager
4 weeks ago
Marquand, Missouri, United States BMO Financial Group Full timeJob SummaryWe are seeking a seasoned Portfolio Manager to join our Diversified Industries Group, primarily covering the Michigan Market. The ideal candidate will have 7+ years of experience in credit covering the middle market, generating $50MM - $2B in revenue.Key ResponsibilitiesBuild a new portfolio focused on new client acquisition and growth in market...
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Credit Administrative Specialist
4 weeks ago
Marquand, Missouri, United States First Merchants Bank Full timeCredit Administrative Specialist Role OverviewFirst Merchants Bank is seeking a Credit Administrative Specialist to provide quality information to credit and support credit analysts. This position will ensure that commercial loan requests meet the bank's standard requirements and provide support to the Regional Loan Committee and Regional SAM Committee.Key...
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Chief Financial Officer
3 weeks ago
Marquand, Missouri, United States Trends International LLC Full timeTrends International LLC is seeking a seasoned financial leader to drive strategic growth and financial excellence across our organization. As the Chief Financial Officer, you will be responsible for leading all financial activities, including financial statement preparation, budgeting, financial forecasting, and cost proposals.Key Responsibilities:Develop...
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Patient Registration Specialist
1 month ago
Marquand, Missouri, United States LHH Recruitment Solutions Full timeJob Title: Patient Registration SpecialistGreetings from LHH Recruitment Solutions!We are seeking a highly skilled and part-time Patient Registration Specialist to join one of our excellent healthcare organizations in Indianapolis, IN.Responsibilities:Verify patient demographic, financial, and clinical information.Provide exceptional customer service while...
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Financial Reporting Professional
4 weeks ago
Marquand, Missouri, United States Insight Global Full timeInsight Global is a leading provider of workforce solutions, committed to creating diverse and inclusive environments where professionals can thrive.The ideal candidate will be responsible for preparing year-end financials, journal entries, and reviewing general ledger for accuracy.Responsibilities will also include updating information in annual reports,...
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Financial Counselor
4 weeks ago
Marquand, Missouri, United States Health & Hospital Corporation of Marion County Full timeJob SummaryThe Financial Counselor plays a vital role in assisting patients with securing verifications from various companies and agencies. This position requires strong communication and analytical skills to explain available payer programs and benefits to customers, including Healthy Indiana Plan, Medicaid, and the hospital's charity program. The ideal...
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Senior Financial Analyst
1 month ago
Marquand, Missouri, United States ROI Search Group Full timeJob SummaryWe are seeking a highly skilled Senior System Services Financial Analyst to join our team at ROI Search Group. This is a hybrid role, requiring one day a week in the office, with occasional on-site requirements during training and as business needs dictate.The Senior System Services Financial Analyst plays a pivotal role in supporting the system...
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Financial Services Representative
1 month ago
Marquand, Missouri, United States Kellie Taylor - State Farm Agent Full timeFinancial Account RepresentativeAs a vital member of our team, you will play a key role in our daily business operations and customers' success. You will grow our agency through meaningful client relationships and act as a liaison between customer needs and agency departments. You will improve the lives of our customers by proactively marketing relevant...
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Accounts Receivable Specialist
1 month ago
Marquand, Missouri, United States Jobot Full timeJob Title: Accounts Receivable SpecialistAre you a detail-oriented and analytical individual with a passion for financial operations? We are seeking a skilled Accounts Receivable Specialist to join our team at Jobot. In this role, you will play a critical part in our financial operations, ensuring accuracy and efficiency in our accounts receivable...
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Client Service Liaison
1 month ago
Marquand, Missouri, United States Norton Estate Planning & Elder Law Firm LLC Full timeClient Service Liaison OpportunityWe are seeking a highly skilled Client Service Liaison to join our team at Norton Estate Planning & Elder Law Firm LLC. As a Client Service Liaison, you will be responsible for surveying potential clients, connecting with prospects and clients, and inputting their information into our client management system.Key...
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Patient Registration Specialist
4 weeks ago
Marquand, Missouri, United States TEKsystems Full timeWe are seeking a skilled Patient Registration Specialist to join our team at TEKsystems. As a Patient Registration Specialist, you will be responsible for delivering patient-facing services within Revenue Cycle Services.Key responsibilities include:Interviewing patients and their representatives to confirm demographic, financial, and clinical...
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Credit Administrative Specialist
4 weeks ago
Marquand, Missouri, United States First Merchant's Bank Full timeCredit Administrative Specialist Job DescriptionWe are seeking a skilled Credit Administrative Specialist to support our credit team. This role will ensure quality information is provided to credit analysts and provide support to credit analysts.Key Responsibilities:Coordinate communication and workflow between Relationship Manager, Credit Analyst, and...