Financial Operations Specialist
5 days ago
About Bartlett Wealth Management
">- ">
- We are a top wealth management firm with over $8 billion in assets and offices in three cities.">
Job Summary
">- ">
- We are seeking an Investment Support Associate to join our team. This person will be responsible for maintaining and supporting various functions and tasks within our portfolio management system.">
Key Responsibilities
">- ">
- Maintain and support back-office reporting system as a member of the Account Maintenance team.">
- Create and maintain portfolio analysis views and reports in portfolio management software (Addepar).">
- Back up to Sr. Performance Analyst (Composite and Performance maintenance).">
- Monitor custodian transactions for accuracy.">
- Maintain model and offline accounts.">
- Prepare and distribute quarterly client statements.">
- Assist with preparation of monthly/quarterly business intelligence reports.">
- Assist with preparation of quarterly Sarbanes-Oxley reporting.">
- Systems super user (Addepar).">
Requirements
">- ">
- Excellent problem-solving skills.">
- Collaborative and works well as part of a team.">
- Strong mathematical aptitude.">
- Strong attention to detail.">
- Independent, self-starter who:">
- ">
- Has an optimistic, positive outlook.">
- Is looking to learn and grow.">
- Asks questions, raises concerns, and is respectful when disagreeing with others.">
- Helps and supports others willingly because it is in the best interest of the firm.">
- Shows up every day ready to work and step up to challenges.">
- Takes initiative and is intrinsically motivated and passionate about what we do.">
- Is committed to their teammates and dedicated to our clients.">
- Takes responsibility for the quality of their work and their actions.">
Position Requirements
">- ">
- Bachelor's Degree in Finance, Accounting, Business Administration or other related field.">
- 2+ years of relevant work experience in a financial services/wealth management environment. Experience and knowledge of operations and back-office accounting systems is preferred.">
- Strong aptitude and proficiency in technology solutions, including but not limited to, Microsoft Office Suite (Excel, Word, and Outlook).">
- Experience with portfolio management software, financial/accounting systems, etc. Experience or familiarity with Addepar, Inc. or similar portfolio management software is a plus.">
- Experience or familiarity with Schwab Advisor Services, Fidelity Wealthscape is a plus.">
- Experience or familiarity with Laserfiche (enterprise content management software) is a plus.">
Salary & Benefits
">We offer a competitive salary range of $80,000 - $110,000 per year, eligibility for annual firm profitability/individual performance incentive, comprehensive benefits package including medical, dental, vision, life, and long-term disability insurance, flexible spending accounts and 401(k) plan with match and profit-sharing contribution.
">Bartlett Wealth Management
">We are an equal opportunity employer and welcome applications from diverse candidates.
-
Financial Operations Specialist
7 days ago
Cincinnati, Ohio, United States LHH Recruitment Solutions Full timeJob OverviewWe are seeking a highly skilled Financial Operations Specialist to join our team at LHH Recruitment Solutions.About the RoleThis is a dynamic opportunity for an experienced professional to oversee various financial operations, including managing budgets, tracking expenses, and maintaining accurate records.ResponsibilitiesManage and maintain...
-
Corporate Financial Planning Specialist
4 weeks ago
Cincinnati, Ohio, United States Creative Financial Staffing Full timeAbout Our Company:Located in the heart of downtown, we're a dynamic and rapidly growing tech company that specializes in cutting-edge technology solutions.We're passionate about innovation and committed to staying at the forefront of the tech world. As a Corporate Financial Planning Specialist, you'll play a critical role in our financial success and...
-
Chief Financial Operations Officer
4 weeks ago
Cincinnati, Ohio, United States Creative Financial Staffing Full timeJob OverviewWe are seeking an experienced Chief Financial Operations Officer to lead our financial operations across multiple manufacturing locations. As a key member of our team, you will be responsible for ensuring accurate financial reporting, cost management, and compliance with corporate standards.About the RoleThe ideal candidate will have a strong...
-
Financial Operations Specialist
3 weeks ago
Cincinnati, Ohio, United States LHH Recruitment Solutions Full timeJob OverviewLHH Recruitment Solutions is seeking a highly skilled Financial Operations Specialist to join our team.Salary Range:$45,000.00 - $60,000.00 per yearKey ResponsibilitiesManage financial systems and processes to ensure accuracy and efficiency.Handle high-volume customer service inquiries via phone, providing excellent communication skills and...
-
Financial Operations Specialist
6 days ago
Cincinnati, Ohio, United States Flynn & Company, Inc. Full timeAccounting and Bookkeeping RoleFlynn & Company, Inc. is seeking a detail-oriented and organized individual to fill the position of Accounting Specialist.This role involves providing accounting services to clients, including managing invoices, accounts payable and receivable, and maintaining client fixed assets and depreciation schedules.The successful...
-
Senior Financial Operations Specialist
2 weeks ago
Cincinnati, Ohio, United States Barry Farmer Draperies Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Senior Financial Operations Specialist to join our team in Blue Ash, OH.As a key member of our financial operations team, you will be responsible for providing accounting support using QuickBooks Online and assisting the Project Manager with contract processing. You will also track purchase...
-
Financial Services Representative
7 days ago
Cincinnati, Ohio, United States OneMain Financial Full timeJob OverviewAt OneMain Financial, we empower customers by providing access to friendly, fast, and affordable financing for life's expenses. As a Consumer Loan Sales Specialist, you will deliver results related to individual and branch sales goals as well as customer expectations.We are looking for individuals who can develop new relationships and maintain...
-
Business Operations Support Specialist
4 weeks ago
Cincinnati, Ohio, United States Commonwealth Financial Network LLC Full timeWe are seeking a skilled Business Operations Support Specialist to join our team in Cincinnati, Ohio. In this role, you will play a vital part in delivering exceptional customer experiences through effective communication and collaboration.About the RoleThe primary responsibility of this position is to support operational processes and procedures, ensuring...
-
Financial Auditor Specialist
2 weeks ago
Cincinnati, Ohio, United States FX Staffing Full timeJob Title: Financial Auditor SpecialistWe are seeking a detail-oriented and organized Financial Auditor Specialist to join our team at FX Staffing.Job Description:The Financial Auditor Specialist will be responsible for performing operational controls assessments in support of financial statement audits, including those related to Sarbanes-Oxley compliance....
-
Tax Planning Specialist
5 days ago
Cincinnati, Ohio, United States Personal Choice Financial Advisors, LLC Full timeAbout the RoleWe are seeking a highly skilled Financial Planning & Tax Specialist to join our team at Personal Choice Financial Advisors, LLC. This role requires strong analytical and problem-solving skills, as well as excellent communication and interpersonal skills.ResponsibilitiesPreparing or assisting with the preparation of client tax returnsPreparing...
-
Financial Operations Assistant
4 weeks ago
Cincinnati, Ohio, United States Creative Financial Staffing Full timeCompany OverviewCreative Financial Staffing is a dynamic organization committed to excellence in finance. We believe that a talented and dedicated team is key to our success.Salary InformationThe estimated salary for this position is $45,000 to $55,000 per year, commensurate with experience.Job DescriptionAs an Accounting Clerk, you will play a vital role in...
-
Financial Operations Specialist
5 days ago
Cincinnati, Ohio, United States Rainmaker Resources, LLC Full timeAbout the RoleThe Financial Analyst position at Rainmaker Resources, LLC involves providing financial operational support to our clinical support services team. This role requires strong analytical skills and the ability to communicate complex financial information effectively.Responsibilities:• Monitor and analyze lab and pharmacy accounts receivable...
-
Financial Operations Manager
7 days ago
Cincinnati, Ohio, United States Seasons Best Landscaping Full timeJob OverviewWe are seeking an experienced Accounts Receivable Specialist to join our team at Seasons Best Landscaping. As a key member of our financial operations department, you will play a crucial role in managing the accounts receivable process and ensuring timely and accurate collection of outstanding payments.ResponsibilitiesPayment Processing: Receive...
-
Financial Auditor Specialist
4 weeks ago
Cincinnati, Ohio, United States FX Staffing Full timeWe are seeking a Financial Auditor Specialist to join our team at FX Staffing. This is an exciting opportunity for a highly organized and detail-oriented individual to work in the field of financial auditing.About the RoleThis role will involve performing operational controls assessments in support of financial statement audits, including those related to...
-
Expert Financial Advisor for Physicians
5 days ago
Cincinnati, Ohio, United States Personal Choice Financial Advisors, LLC Full timeAbout the RoleThis is an exciting opportunity for a motivated and experienced Financial Planning and Tax Specialist to join our dynamic team. In this role, you will work closely with our lead advisors to provide comprehensive financial plans and tax solutions to our clients. With a strong emphasis on client satisfaction, we pride ourselves on delivering...
-
Financial Planning and Tax Strategist
5 days ago
Cincinnati, Ohio, United States Personal Choice Financial Advisors, LLC Full timeJob OverviewWe are a fee-only financial planning and tax preparation firm serving physicians nationwide. As a Financial Planning & Tax Specialist, you will be an integral part of our team, working closely with lead advisors to deliver exceptional financial planning services to our clients.Key ResponsibilitiesDrafting detailed financial plans and analysis for...
-
Financial Services Representative
4 weeks ago
Cincinnati, Ohio, United States Commonwealth Financial Full timeCompany OverviewCommonwealth Financial Network is a leading provider of business solutions for independent financial advisors nationwide.
-
Retail Financial Support Specialist
5 days ago
Cincinnati, Ohio, United States Pls Financial Services, Inc. Full timeJob Description:Are you passionate about delivering exceptional customer service? Do you have a strong desire to work in a fast-paced environment where no two days are the same? If so, we encourage you to apply for this exciting opportunity as a Customer Service Representative with PLS Financial Services.In this role, you will be responsible for providing...
-
Accounting Operations Specialist
5 days ago
Cincinnati, Ohio, United States Kolar Design, Inc. Full timeJob OverviewKolar Design, Inc. is looking for a detail-oriented Accounting Operations Specialist to support our financial operations in downtown Cincinnati. This role will play a crucial part in maintaining our financial integrity and ensuring accurate financial records.About Kolar Design, Inc.Our company culture emphasizes being open-minded, empathetic, and...
-
Financial Data Specialist
1 week ago
Cincinnati, Ohio, United States Franbooks Full timeJob Title: Financial Data SpecialistWe are seeking a highly skilled Financial Data Specialist to join our team at Franbooks. As a key member of our accounting department, you will be responsible for preparing and examining financial records for our client's monthly accounting needs.Responsibilities:Obtain primary financial data for accounting recordsPrepare...