Financial Services Coordinator
3 weeks ago
Salary Estimate: $50,000 - $65,000 per year
About the Role:
We are seeking a highly organized and detail-oriented Financial Services Coordinator to join our team. In this role, you will be responsible for coordinating financial services, maintaining accurate records, and providing administrative support to our banking team.
You will work closely with our banking professionals to ensure seamless execution of financial transactions, manage client relationships, and provide exceptional customer service.
Responsibilities:
- Coordinate financial services and transactions
- Maintain accurate records and files
- Provide administrative support to the banking team
- Manage client relationships and communication
- Ensure compliance with regulatory requirements
-
Student Financial Services Coordinator
6 days ago
Irvine, California, United States IEC CORP GROUP Full timeJob SummaryWe are currently seeking a Student Financial Services Coordinator to join our team at IEC CORP GROUP. This role is responsible for providing exceptional customer service and responding to inquiries from campuses regarding financial aid. The ideal candidate will have a strong understanding of financial aid regulations and experience working in a...
-
Financial Services Account Manager
3 weeks ago
Irvine, California, United States Alleviate Financial Solutions Full timeJob DescriptionWe are seeking a Financial Services Account Manager to join our team at Alleviate Financial Solutions. As a key member of our customer-facing staff, you will be responsible for delivering exceptional service to our clients, ensuring their satisfaction with our products and services.Key Responsibilities• Communicate with clients to understand...
-
Financial Services Representative
3 weeks ago
Irvine, California, United States Alleviate Financial Solutions Full timeAbout UsAt Alleviate Financial Solutions, we are committed to providing our clients with the highest level of service and support. Our team of experienced professionals is dedicated to helping individuals achieve their financial goals and overcome financial challenges. We believe in creating a positive and supportive work environment that encourages growth,...
-
Financial Services Representative
4 days ago
Irvine, California, United States Alleviate Financial Solutions Full timeJob DescriptionHandle the full cycle of sales for inbound and outbound calls, scheduling follow-up calls, and successfully close deals.Use scripts to provide information about programs, services, prices etc. and present their benefitsUtilize different verbal sales methods of communicating with potential clientsYou will work closely with clients to understand...
-
Financial Services Expert
2 days ago
Irvine, California, United States Alt Financial Network, Inc. Full timeAbout UsAlt Financial Network, Inc. is a dynamic and fast-growing financial institution that prides itself on delivering exceptional customer service and fostering a collaborative culture. We are passionate about helping individuals and businesses achieve their financial goals.Job DescriptionAs a Loan Officer, you will be the face of our organization,...
-
Financial Professional
4 days ago
Irvine, California, United States Proverbs Financial & Insurance Services Full timeAbout UsProverbs Financial & Insurance Services is a renowned organization dedicated to helping individuals and families pursue financial confidence and well-being. With over 160 years of experience, we have established ourselves as a trusted partner in life, health, and wealth management.
-
Financial Services Coordinator
2 days ago
Irvine, California, United States Wise Auto Group Full timeAbout the RoleWe are seeking a highly skilled Office Manager to join our team at Wise Auto Group. In this role, you will be responsible for managing the financial operations of our dealership, including accounting, cash flow, and reporting.Key Responsibilities:Supervise accounting operations, including daily bank reconciliations and month-end close...
-
Financial Operations Coordinator
1 day ago
Irvine, California, United States TalentZok Full timeJob DescriptionTalentZok is a dynamic company that is expanding to new markets and hiring additional staff in existing offices. We are seeking a highly skilled Financial Operations Coordinator to join our team.In this role, you will be responsible for coordinating financial operations, including preparing financial statements, reviewing and approving vendor...
-
Financial Services Liaison Representative
4 days ago
Irvine, California, United States Alleviate Financial Solutions Full timeOverview of the PositionWe are seeking a skilled Customer Experience Advocate to join our team at Alleviate Financial Solutions. As a Customer Experience Advocate, you will play a critical role in delivering exceptional customer service and building strong relationships with our clients. Your primary responsibility will be to act as a liaison between the...
-
Financial Operations Coordinator
3 weeks ago
Irvine, California, United States Applied Plastering Inc Full timeFinancial Operations CoordinatorJoin our dynamic team at Applied Plastering Inc. as a Financial Operations Coordinator! In this role, you will be responsible for coordinating and overseeing various financial functions, including accounts payable, expense reimbursement, credit card monitoring, bank reconciliations, accounts receivable invoicing, and cash flow...
-
Financial Operations Coordinator
3 weeks ago
Irvine, California, United States BOOKKEEPING ENTERPRISES Full timeAbout the RoleWe are looking for a highly organized and efficient Financial Operations Coordinator to join our team at Bookkeeping Enterprises. This individual will be responsible for performing various accounting tasks, including bank reconciliations, accounts payable/accounts receivable, and financial statement analysis.
-
Financial Services Professional
3 weeks ago
Irvine, California, United States LENDING BUDDY LLC Full timeJob ResponsibilitiesManage mortgage lending processes from application to closing.Facilitate loan applications and coordinate with clients, real estate agents, and attorneys as needed.Oversee financial transactions related to mortgages, including funding and servicing.
-
Financial Transactions Coordinator
1 month ago
Irvine, California, United States Tuttle-Click Automotive Group Full timeFinancial Transactions Coordinator Job Description Key Responsibilities:Prepare and review various financial reports in a timely and accurate manner.Transfer summary figures accurately from worksheets to journals.Prepare detailed status reports on work in progress and backlogged filing.Maintain a work in progress list at all times.Receive and follow through...
-
Operations and Financial Coordinator
1 day ago
Irvine, California, United States University Of California Irvine Full timeAbout the RoleThe Payroll & Operations Analyst position at the University of California, Irvine offers a unique opportunity to join a dynamic team that supports various units within the Executive Business Office. As a key member of our team, you will be responsible for providing operational support, conducting cost-benefit analyses, and maintaining accurate...
-
Financial Operations Coordinator
3 weeks ago
Irvine, California, United States PSQ Productions Full timeJob SummaryWe are seeking a highly skilled Accounting Coordinator to join our team at PSQ Productions. The ideal candidate will have a strong background in accounting and be proficient in QuickBooks Online.About the Role:The successful applicant will play a vital role in ensuring the financial health and accuracy of our company's records. Key...
-
Financial Operations Coordinator
1 day ago
Irvine, California, United States Screen Printers Resource, Inc. Full timeRole OverviewWe are seeking an experienced Financial Operations Coordinator to support our finance team at Screen Printers Resource.The successful candidate will be responsible for daily accounting tasks, including reconciliations, journal entries, and account analysis. They will also assist in the preparation of financial reports, manage cash flow, and...
-
Senior Financial Services Auditor
1 day ago
Irvine, California, United States Workway Full timeThe Senior Financial Services Auditor will be responsible for leading the Internal Audit department and ensuring the successful execution of the Internal Audit (IA) Plan. This includes managing the department staff, coordinating with third-party vendors, and providing effective oversight of IT audit providers.About the CompanyWe are a professional staffing...
-
Financial Operations Coordinator
6 days ago
Irvine, California, United States IEC CORP GROUP Full timeJob Overview:International Education Corporation is a leader in post-secondary career education, driven by our mission to empower students to make a positive and enduring life change. Our team is comprised of like-minded professionals who strive to be the best in their respective fields, sharing our commitment to helping students build the skills to create a...
-
Sales and Financial Expert
6 days ago
Irvine, California, United States Alleviate Financial Solutions Full timeAre you a driven, goal-oriented individual with a passion for helping others? Do you thrive in a fast-paced environment where your efforts directly impact people's lives? If so, we have the perfect opportunity for you to join our team at Alleviate Financial Solutions as a Sales and Financial Expert.About the RoleIn this challenging and rewarding role, you...
-
Financial Services Consultant
4 weeks ago
Irvine, California, United States Cerity Partners Full timeJob OverviewCerity Partners, a leading national registered wealth management and institutional consulting firm, is seeking a highly skilled Client Service Associate to join its team. This role plays a critical part in delivering exceptional client support and service.About the JobThe successful candidate will be responsible for managing complex client...