Financial Operations Coordinator
3 days ago
Apollon Wealth Management is seeking a dedicated and proactive Financial Operations Coordinator to join our esteemed wealth management team. The ideal candidate will play a vital role in ensuring exceptional client experiences by providing high-quality service and support.
The Financial Operations Coordinator will provide back-office investment operations support to financial advisors and their clients via a Salesforce tasking process, which may include opening new accounts, money movement requests, account transfer submissions, address changes, client distributions and RMDs, client contributions and deposits, and general service requests.
We are estimating the salary for this position to be around $65,000 per year, based on industry standards and location.
This role requires a college degree and 4+ years of relevant financial industry experience. The ideal candidate will have strong written and verbal communication skills, be proficient in the Windows suite of programs, and have familiarity with Salesforce.
Apollon Wealth Management is an Equal Opportunity Employer M/F/V/D and Drug Free Workplace. Background check required for all employees.
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Corporate Financial Coordinator
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Financial Planning Coordinator
4 weeks ago
Mt. Pleasant, South Carolina, United States Hantz Group Full timeAbout Hantz GroupHantz Group is a reputable Michigan-based financial services company serving individuals and businesses. With over 20 offices and more than 600 employees, we manage an impressive portfolio of $11B+ in assets. Our team of experts provides personalized solutions to help clients achieve their financial goals.Estimated Salary Range: $45,000 -...
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Financial Planning Coordinator
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Business Financial Operations Manager
4 weeks ago
Mt. Pleasant, South Carolina, United States SynergyVet LLC Full timeAt SynergyVet LLC, we are seeking a highly skilled Business Financial Operations Manager to join our team. The ideal candidate will have a strong background in financial management and a proven track record of success in similar roles.
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Assembly Operations Coordinator
1 week ago
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News Operations Coordinator
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Crew Operations Coordinator
4 days ago
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Logistics Operations Coordinator
4 weeks ago
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Billing Operations Coordinator
3 days ago
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Maintenance Operations Coordinator
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Financial Services Coordinator
4 days ago
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Chief Financial Officer
4 weeks ago
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Learning Experience Operations Manager
4 days ago
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Senior Financial Clerk
1 week ago
Mt. Pleasant, South Carolina, United States South Carolina Ports Full timeAre you looking for a challenging role in financial administration? We are seeking an experienced Billing and Invoicing Specialist to join our team at the South Carolina Ports Authority.About UsThe South Carolina Ports Authority is a leading seaport operator, handling cargo, operating and maintaining facilities, and supporting port operations in a fast-paced...
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Business Operations Director
5 days ago
Mt. Pleasant, South Carolina, United States The Learning Experience #407 Full timeAt The Learning Experience #407, we're seeking a seasoned leader to fill the role of Business Operations Director. This position plays a pivotal part in driving financial performance and productivity across all operational aspects of our center.Job Description:We're looking for an experienced professional with a proven track record in retail/store management...
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Financial Transaction Specialist
3 days ago
Mt. Pleasant, South Carolina, United States Embassy Suites by Hilton Full timeEmbassy Suites by Hilton Job OpportunityNight Auditor Job DescriptionThe night auditor plays a critical role in maintaining accurate financial records. This includes auditing, posting, and balancing daily transactions to ensure hotel operations run smoothly.
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Warehouse Operations Specialist
4 weeks ago
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Financial Services Relationship Manager
4 weeks ago
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Senior Financial Analyst
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Store Operations Coordinator
2 weeks ago
Mt. Pleasant, South Carolina, United States Circle K Full timeWhy Work at Circle K?We're committed to providing a positive and supportive work environment, where employees can grow and develop their skills.ResponsibilitiesDeliver exceptional customer service, responding to customer inquiries and resolving issues promptly.Process transactions accurately and maintain a clean and safe store environment.Operate...