Financial Services Specialist

5 days ago


Hinsdale, Illinois, United States Michael Page Full time

Company Overview

Our client, a reputable tax and accounting firm, is seeking a detail-oriented Financial Services Specialist to join their team. As the business continues to grow exponentially, this role will play a crucial part in maintaining and servicing clients, ensuring seamless financial operations.

Salary

The successful candidate can expect a competitive salary of approximately $45,000 - $60,000 per annum, commensurate with experience.

Job Description

  • Maintain and service a portfolio of corporate client business accounts, providing exceptional customer service and support.
  • Accurately perform data entry into QuickBooks or other accounting software, utilizing client-provided data to ensure accurate financial records.
  • Prepare monthly account reconciliations, ensuring timely and accurate submissions for review.
  • Assist in preparing financial statements for accountant review, ensuring all necessary information is accurately presented.
  • Process sales tax computations and returns, guaranteeing compliance with all relevant regulations.
  • Serve as a backup to the Payroll Clerk, providing support during peak periods or absences.
  • Answer office phones and route inbound calls, maintaining a professional and friendly demeanor at all times.
  • Utilize company systems effectively, identifying areas for improvement and implementing changes as needed.

Required Skills and Qualifications

  • An Associate's degree in a related field or equivalent experience is preferred.
  • A strong attention to detail is essential, with the ability to maintain high levels of accuracy in all tasks.
  • A commitment to confidentiality is paramount, ensuring sensitive information remains secure at all times.
  • The ability to sit for extended periods, focusing on computer screens, is required.
  • Flexibility in daily routine, with the ability to prioritize and manage shifting responsibilities, is essential.
  • Proficiency in Microsoft Office Suite, QuickBooks Desktop, QuickBooks Online, and Accounting CS is highly desirable.
  • A self-starter with excellent prioritization and multitasking skills is required.
  • Strong communication and organizational skills are essential, with the ability to work effectively in a team environment.
  • Familiarity with accounting software programs is a must.
  • A positive and happy personality, with a willingness to be a team player, is essential for success in this role.

Benefits

  • A competitive benefits package, including health insurance, retirement plans, and paid time off.


  • Hinsdale, Illinois, United States AdventHealth Full time

    About the RoleAt AdventHealth Hinsdale, we are seeking a talented Part Time Consumer Access Specialist to join our Patient Financial Services team. This dynamic individual will be responsible for registering patients, verifying insurance, and processing pre-authorizations. A successful candidate will possess strong analytical skills, attention to detail, and...


  • Hinsdale, Illinois, United States Ace Hardware Corporation Full time

    Company Overview">Ace Hardware Corporation is a leading retailer of hardware, home improvement, and gardening products. We are committed to providing our customers with the best possible shopping experience through our wide selection of products, competitive prices, and exceptional customer service.">Salary">The salary for this position is estimated to be...


  • Hinsdale, Illinois, United States Advocate Aurora Health Full time

    Advocate Aurora Health offers a competitive salary for a Diagnostic Imaging Specialist in Hinsdale, Illinois. The estimated annual salary is $65,000 - $85,000.About the JobWe are seeking an experienced Radiology Technologist to join our team at Advocate Aurora Health. As a Diagnostic Imaging Specialist, you will be responsible for performing diagnostic...


  • Hinsdale, Illinois, United States AdventHealth Full time

    Job OverviewAdventHealth Hinsdale seeks a highly motivated Part Time Consumer Access Specialist to register patients for all services, perform eligibility verification, and determine financial responsibilities. This critical role ensures seamless patient flow and accurate billing processes.Responsibilities include:• Registering patients for all services,...


  • Hinsdale, Illinois, United States AFC Urgent Care Full time

    **Job Title:** Medical Authorization Specialist - Prior Approval CoordinatorLocation: Not specifiedEstimated Salary: $45,000 - $60,000 per yearWe are seeking a highly skilled and organized Prior Approval Coordinator to join our team at Modern Pain Consultants. As a key member of our staff, you will be responsible for obtaining and resolving referral,...


  • Hinsdale, Illinois, United States AdventHealth Full time

    Job SummaryWe are seeking a highly skilled Part Time Consumer Access Specialist to join our team at AdventHealth Hinsdale. As a key member of our Patient Financial Services department, you will play a vital role in ensuring patients are registered for all services and that their financial responsibilities are accurately determined.Key Responsibilities:•...


  • Hinsdale, Illinois, United States The Wellness House Full time

    Job SummaryWe are seeking a highly skilled and compassionate Cancer Health Coach Specialist to join our team at The Wellness House. This role is responsible for delivering innovative exercise programs, providing education and support to individuals impacted by cancer, and contributing to the development of our organization's mission.About UsThe Wellness...


  • Hinsdale, Illinois, United States AFC URGENT CARE Full time

    Job SummaryWe are seeking a skilled Medical Coding Specialist to join our team at Modern Pain Consultants, a renowned Interventional Pain Practice. As a Medical Coder, you will play a crucial role in ensuring accurate and efficient coding of medical records, training physicians and staff on documentation and billing, and collaborating with other operational...


  • Hinsdale, Illinois, United States RPh on the Go Full time

    RPh on the Go is a leading provider of home infusion services, seeking an experienced Pharmacy Technician to join our team. This 12-week contract opportunity offers the chance to gain valuable experience in IV compounding and contribute to delivering exceptional patient care.As a Medical Compounding Specialist, you will be responsible for preparing IV...


  • Hinsdale, Illinois, United States AdventHealth Full time

    Company Overview: AdventHealth is a purpose-driven, faith-based organization that prioritizes the wholeness of each person and serves to uplift others in body, mind, and spirit.Salary: $40,000 - $55,000 per yearAbout the Job: As a Home Health Care Specialist, you will be responsible for providing high-quality patient care services in the comfort of patients'...


  • Hinsdale, Illinois, United States AFC Urgent Care Full time

    At Modern Pain Consultants, we're committed to delivering exceptional patient care and innovative pain management solutions. As a seasoned Medical Coder with a strong professionalism, you'll play a crucial role in supporting our team's mission.Job SummaryWe're seeking a talented full-time coder with experience in Pain Specialty and proficiency in EMA. This...


  • Hinsdale, Illinois, United States Emergency Care Partners Full time

    Emergency Care Partners is seeking a skilled Critical Care Specialist to join our team of emergency medicine physicians. Located in the Chicago area, we offer a challenging and rewarding work environment with opportunities for professional growth and development.About UsWe are a leading provider of emergency medical services in the Chicagoland area, serving...

  • Medical Practitioner

    2 weeks ago


    Hinsdale, Illinois, United States UChicago Medicine AdventHealth Great Lakes Full time

    UChicago Medicine AdventHealth Bolingbrook, GlenOaks, Hinsdale and La Grange hospitals are part of a leading academic medical center in the country, affiliated with UChicago Medicine and AdventHealth.We are seeking an experienced Nurse Practitioner to join our team in the western Chicago Suburbs at UChicago Medicine AdventHealth Heart & Vascular. Our clinic...


  • Hinsdale, Illinois, United States UChicago Medicine AdventHealth Great Lakes Full time

    About the OpportunityUChicago Medicine AdventHealth is seeking an experienced Uro Gynecology Nurse Practitioner to join our team at our Cancer Institute in Hinsdale. This is an outpatient-only opportunity with a collaborative patient care environment and excellent benefits.We are part of AdventHealth, a unified health system with over 50 hospital campuses...


  • Hinsdale, Illinois, United States DaVita Inc. Full time

    About DaVita Inc.DaVita is a clinical leader with a strong commitment to improving patient health through high-quality care and services.


  • Hinsdale, Illinois, United States Whole Foods Market Full time

    About the RoleWe are seeking a highly organized and detail-oriented Produce Team Receiver to join our team at Whole Foods Market. As a key member of our receiving operations, you will play a crucial role in maintaining a positive company image by providing exceptional customer service and supporting our regional standards.


  • Hinsdale, Illinois, United States Regal Rexnord Full time

    About Regal RexnordRegal Rexnord is a leading global industrial manufacturer with over 30,000 associates worldwide. Our mission is to create sustainable solutions that power, transmit and control motion.We offer a wide range of products and services, including electric motors, air moving subsystems, power transmission components, and automation systems. Our...


  • Hinsdale, Illinois, United States AdventHealth Full time

    Join AdventHealth, a community that believes in the wholeness of each person and serves to uplift others in body, mind and spirit. We offer a range of benefits for you and your family, including career development opportunities, whole person wellbeing resources, and mental health resources and support.About the RoleThe Certified Nursing Assistant PRN is...


  • Hinsdale, Illinois, United States IMPACT Physical Therapy & Sports Recovery Full time

    **About Us**IMPACT Physical Therapy & Sports Recovery is a dynamic outpatient clinic led by a team of dedicated physical therapy professionals. Our passion for innovation and excellence drives us to deliver exceptional care to our patients.**Job Description**We are seeking a licensed Physical Therapist to join our team. As a key member of our staff, you will...


  • Hinsdale, Illinois, United States AdventHealth Full time

    Job SummaryWe are seeking a skilled and compassionate Home Health Nurse to join our team at UChicago Medicine AdventHealth Hinsdale. As a Home Health Nurse, you will provide high-quality patient care in the comfort of their own homes.Responsibilities:Implement and monitor patient care plans to ensure optimal health outcomes.Provide direct nursing care to...