Financial Services Coordinator

About the Role:We are seeking a highly organized and detail-oriented Client Services Coordinator to join our team at Tax & Financial Group. As a key member of our support team, you will play a vital role in ensuring the smooth operation of our business processes and delivering exceptional client service.Responsibilities:Support financial advisors and their...

About the RoleWe are seeking a highly organized and detail-oriented Client Services Coordinator to join our team at Tax & Financial Group. As a key member of our support team, you will play a vital role in ensuring the smooth operation of our financial services.Key ResponsibilitiesProcess new business and secure forms, pull client reports and...

About Corient Private Wealth LLCWe are a leading provider of wealth management services, dedicated to helping high-net-worth individuals and families achieve their financial goals. Our team of experts provides personalized advice and guidance to ensure that our clients' financial needs are met.Job SummaryWe are seeking a highly skilled and motivated...

Job Summary:Fidelity Investments is seeking a highly skilled Financial Services Professional to join our team. As a Client Relationship Manager, you will play a critical role in building and maintaining strong relationships with our clients.Key Responsibilities:Partner with clients to understand their financial goals and objectivesProvide expert advice on...

Job Title: Assistant Branch ManagerWe are seeking an experienced and motivated Assistant Branch Manager to join our team at LBS Financial Credit Union. As a key member of our branch leadership team, you will be responsible for providing exceptional Member service and driving business growth.Key Responsibilities:Assist the Vice President/Branch Manager in...

{"title": "Job Description", "content": "Job SummaryLBS Financial Credit Union is seeking an experienced and motivated Assistant Branch Manager to join our team. As a key member of our branch leadership, you will be responsible for providing exceptional Member service, coaching and developing employees, and driving branch performance.Key...

Job Title: Senior AccountantAt MIG Real Estate Services, LLC, we are seeking a highly skilled Senior Accountant to join our team. As a key member of our accounting department, you will play a critical role in ensuring the accuracy and timeliness of our financial reporting.Key Responsibilities:Work closely with executive officers, acquisitions, and...

Unlock Your Potential at Green Street Advisors LLCWe are seeking a highly motivated and experienced professional to join our Account Management team as a Financial Services Representative. As a key member of our team, you will be responsible for delivering exceptional client service, driving account growth, and developing strategic relationships with our...

Job OverviewAre you looking for a challenging and rewarding career in the insurance and financial services industry? As a member of our team at David Misiego - State Farm Agent, you will have the opportunity to work with a dynamic and experienced agent, building and developing customer relationships within the community to promote State Farm products...

Job SummaryWe are seeking a highly organized and detail-oriented Tax Processor/Administrative Assistant to join our team at Block And Associates APC. As a key member of our financial services team, you will be responsible for providing administrative support and ensuring the smooth operation of our tax processing department.Key ResponsibilitiesDocument...

About the RolePacific Life is seeking a talented leader to join our Advisor Services Team in Newport Beach, CA. As a key member of our team, you will play a critical role in supporting and prioritizing tasks, communicating effectively with internal and external customers, and driving business results.Key ResponsibilitiesProvide support and set priorities for...

Job Title: CFOWe are seeking an experienced and highly motivated executive to lead the finance and accounting functions across multiple offices as a CFO in our Newport Beach, CA office.The position will collaborate with the Leadership Team, the Board of Directors, and the Accounting Team to drive financial growth and success.The selected candidate will join...

Job Title: Resident Service CoordinatorUDR, Inc. is seeking a highly skilled Resident Service Coordinator to join our team at Eight 80, our exclusive apartment community in Newport Beach, CA.Job Summary:The Resident Service Coordinator will be responsible for delivering exceptional customer experiences, resolving resident concerns, and promoting community...

Controller Job DescriptionThe ideal candidate for this Controller position is a detail-oriented individual who will oversee the company's financial records and account personnel. You will be responsible for maintaining all procedures and controls related to the company's financial accounts.This is an in-office position. Remote work arrangements are not...

About the RoleWe are seeking a highly skilled Risk Management Specialist, Fund Treasury to join our team at Risk & Insurance Management Society Inc. This is an exciting opportunity to work in a dynamic environment where you will have the chance to make a meaningful impact.Key ResponsibilitiesFinancial Oversight: Oversee and manage a risk-focused oversight...

The ideal candidate is a detail-oriented professional who will oversee the company's financial records and account personnel. You will be responsible for maintaining all procedures and controls related to the company's financial accounts.This is an in-office position. Remote work arrangements are not available for this role.Work hours in-office are 7am -...

Job Title: Chief Financial OfficerWe are seeking a highly motivated and experienced executive to lead our finance and accounting functions as a Chief Financial Officer. The successful candidate will join our team of talented professionals and contribute to the company's growth and success.Responsibilities:Provide strategic leadership to the finance and...

Job Title: Client Services CoordinatorVaco is seeking a highly organized and detail-oriented Client Services Coordinator to support our Environmental Health and Safety department. This role will assist with water-related projects and serve as a key point of contact for residents, vendors, and the onsite team.Key Responsibilities:Provide exceptional customer...

Senior Director of Financial ReportingJoin Alliance Resource Group Inc in their search for a seasoned Senior Director of Financial Reporting to lead their financial reporting team. This role offers a unique opportunity to leverage your expertise in financial analysis and reporting to drive business growth and success.Key Responsibilities:Develop and...

{"title": "Social Worker", "description": "Job SummaryAt Alta Hospitals, we are seeking a skilled Social Worker to join our team. As a Social Worker, you will play a vital role in delivering social services to our patients, including psychosocial evaluation and treatment, advocacy, teaching, referrals to community services, and assistance with discharge...