Practice Financial Coordinator

Kestra Financial Independent Advisor is seeking a highly skilled Financial Services Coordinator to join our team. This role is responsible for providing exceptional client service, administrative support, and operational expertise to our financial advisors and clients.As a Financial Services Coordinator, you will be the primary point of contact for clients,...

As a Financial Services Coordinator at Kestra Financial Independent Advisor, you will play a vital role in delivering exceptional client experiences. Your primary responsibility will be to provide administrative support to our financial advisors and ensure seamless day-to-day operations.Job SummaryWe are seeking a highly organized and detail-oriented...

About UsGryphon Financial Partners LLC is a leading financial services firm dedicated to delivering exceptional client experiences. Our team of professionals is passionate about building long-term relationships with our clients and helping them achieve their financial goals.Job DescriptionWe are seeking a skilled Client Service Associate to join our team. As...

About the RoleThis position plays a vital role in supporting the growth and success of Gryphon Financial Partners' clients. As a Client Service Associate, you will be responsible for building strong relationships with clients, ensuring their needs are met, and providing expert guidance on financial matters.Key AccountabilitiesDeliver exceptional client...

Financial Record Coordinator Job SummaryDestinationone Consulting is seeking a highly skilled Financial Record Coordinator to manage client billing processes and ensure accurate financial records. This is an exciting opportunity to join a reputable recruitment agency and contribute to the success of our business.The successful candidate will have a strong...

About Gryphon Financial Partners LLCAs a Senior Client Service Associate, you will provide exceptional service to our clients at Gryphon Financial Partners LLC. This role involves managing the day-to-day aspects of the client experience.Job ResponsibilitiesOnboarding new clients with professionalism and attention to detailMaintaining strong relationships...

About the RoleThe Financial Transaction Coordinator will play a critical role in managing our financial operations, including data entry, reconciliations, and account maintenance. Strong organizational skills and attention to detail are essential for success in this position.

About the Role:We are seeking a highly motivated and detail-oriented Financial Services Coordinator to join our team at the Veterans Health Administration. In this role, you will be responsible for managing cash flows, processing disbursements and collections, and providing excellent customer service to our veterans.Main Responsibilities:- Coordinate cash...

Overview: Performance Columbus is seeking a detail-oriented Financial Transactions Coordinator to handle various accounting tasks in our fast-paced office environment. This role involves processing vehicle payoff transactions, managing documentation, and applying general ledger knowledge.

About the RoleWe are seeking a skilled and experienced individual to join our team as a Financial Transaction Coordinator.This role involves collecting payments for various municipal services, including utility bills, licenses, and taxes.The successful candidate will have excellent organizational and communication skills, with the ability to work accurately...

Job OverviewThe Financial Transactions Coordinator plays a pivotal role in managing internal invoices for small tools and materials at George J. Igel & Co., Inc.This position requires strong organizational skills, attention to detail, and effective communication to ensure accurate job costing and data availability for inventory tracking.

About the RoleAs a Member Service Representative II at KEMBA Financial Credit Union, you will be responsible for providing exceptional member service and sales support to meet their financial needs.Duties and ResponsibilitiesAssumes responsibility for the effective and professional performance of member sales and service-related functions.Establishes and...

We are seeking a detail-oriented and proactive Financial Collections Coordinator to join our client on the east side of Columbus. This position will start on a contract basis with the potential for extension based on performance and business needs.Main Responsibilities:Manage client billing through portals, ensuring all issues are resolved for smooth payment...

Job Description: As a Financial Transactions Coordinator, you will play a critical role in supporting our company's financial operations. Your primary responsibility will be to process foreign exchange transactions, confirmations, reconciliations, investigations, risk management, and problem resolution. Key Responsibilities:Process foreign exchange...

Job DescriptionWe are seeking a detail-oriented Financial Operations Coordinator to join our team at the Community for New Direction. As a key member of our finance team, you will be responsible for managing all aspects of accounts payable, including processing vendor invoices, recording deposits, and maintaining accurate general ledger account...

About the CompanyCreative Financial Staffing is a leading organization that values innovation and excellence in all aspects of financial operations. Our team works collaboratively to provide top-notch services to clients and drive business growth.Job Description:Cash Management CoordinatorThis role involves handling various tasks related to cash flow...

About the Role">We are seeking a highly skilled Financial Services Coordinator to join our team at CMTA Inc. in Columbus, OH.Salary: $65,000 - $80,000 per year, based on experience and qualifications.Job Description:">Coordinate with Project Managers to produce various monthly billings.Produce customer billing packages including customer invoices, pay...

As a Financial Analysis Coordinator at Insight Global, you will play a critical role in evaluating the creditworthiness and risk associated with loan applicants. Your expertise in financial analysis and risk assessment will enable you to make informed decisions about loan applications and contribute to the responsible facilitation of lending processes.This...

About the RoleWe are seeking a skilled Client Service Associate to join our team at GRYPHON FINANCIAL PARTNERS LLC. As a key member of our client service team, you will play a vital role in delivering exceptional service to our clients. This is an excellent opportunity for someone looking to develop their career in financial services and work with a dynamic...

About the RoleWe are seeking a skilled Financial Operations Coordinator to join our team at Equus Workforce Solutions. This dynamic position offers an excellent opportunity for professionals with strong accounting skills to contribute to the growth and success of our organization.In this role, you will be responsible for preparing and processing vouchers,...