Financial Services Coordinator
3 weeks ago
We are seeking a highly motivated and detail-oriented individual to join our team as a Financial Services Coordinator. This is a paid internship program (30-40 hours/week) that offers a unique opportunity to gain experience in a professional environment.
Key Responsibilities- Shadow and participate in client presentations, utilizing CRM and financial planning software systems
- Assist Financial Advisors with preparation of financial documents and performance reports
- Perform research on stocks, bonds, and other securities using investment software like Bloomberg and YCharts
- Utilize back-end portfolio management software to assist in account linkups and portfolio maintenance
- Bachelor's degree in Finance, Accounting, or related field from an accredited university
- Minimum 3.2 GPA
- Proficient in Microsoft Office Applications
- Actively participating in campus organizations, preferably within a leadership role, and/or professional work experience
The estimated salary for this position is $25-$35 per hour, depending on experience. The internship will provide valuable work experience, opportunities to learn from experienced professionals, and potential full-time job offers after completion.
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Financial Services Compliance Specialist
1 week ago
Marquand, Missouri, United States Pls Financial Services, Inc. Full timeJob Title:Financial Services Compliance SpecialistAbout the Role:We are seeking a highly motivated and experienced Financial Services Compliance Specialist to join our team at Pls Financial Services, Inc.About Us:Pls Financial Services, Inc. is a leading retail provider of alternative financial services with over 200 financial service centers in 12...
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Financial Services Coordinator
2 weeks ago
Marquand, Missouri, United States Jobot Full timeA Financial Services Coordinator is needed by a leading logistics company to oversee all aspects of financial services, including billing and collections. This role involves ensuring timely and accurate invoicing, as well as effective debt collection.The ideal candidate will have a strong analytical mindset, combined with excellent communication skills and a...
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Operational Risk Analyst
1 week ago
Marquand, Missouri, United States Pls Financial Services, Inc. Full timeJob Description:As an Operational Risk Analyst at Pls Financial Services, Inc., you will be responsible for ensuring field employees are educated, aware, and in compliance with internal policies and procedures as well as local, state, and federal regulations.About the Company:Pls Financial Services, Inc. is a leading retail provider of alternative financial...
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Financial Services Compliance Specialist
1 week ago
Marquand, Missouri, United States Pls Financial Services, Inc. Full timeJob DescriptionThe Operations Analyst will partner with PLS stores to ensure field employees are educated, aware, and in compliance with internal policies and procedures as well as local, state, and federal regulations. This position will work closely with various departments within PLS including Compliance, AML Compliance, Human Resources, and Training to...
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Financial Services Coordinator
1 week ago
Marquand, Missouri, United States TalentLink Solutions Full timeTalentLink Solutions is a family-owned financial planning firm with a rich history of serving clients from our Indianapolis office. We're looking for an experienced client service associate to support our advisors, clients, and continued growth. This role offers a clear pathway to management and leadership, including office management, vendor management,...
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Financial Services Supervisor
1 week ago
Marquand, Missouri, United States PNC Financial Services Group Full timeBenefits and Perks">PNC offers a comprehensive benefits package to support employees' needs now and in the future.The estimated salary for this position is $45,000 - $65,000 per year, depending on experience. Benefits include medical/prescription drug coverage, dental and vision options, employee and spouse/child life insurance, short and long-term...
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Financial Services Consultant
3 weeks ago
Marquand, Missouri, United States Cerity Partners Full timeCerity Partners, a leading national registered wealth management and institutional consulting firm, is seeking a skilled Financial Services Consultant to join our team.As a key member of our advisory team, you will be responsible for delivering exceptional client service by executing routine tasks, handling requests, and ensuring CRM data accuracy.This role...
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Financial Operations Coordinator
2 weeks ago
Marquand, Missouri, United States MSCCN Full timeFinancial Operations CoordinatorA rewarding career opportunity awaits in the state of Indiana. As a Financial Operations Coordinator, you will be responsible for processing bi-weekly payroll and serving as an expert on state personnel, payroll, and internal policies.Compensation PackageThe estimated annual salary for this position is around $39,000, with...
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Operations Excellence Coordinator
1 week ago
Marquand, Missouri, United States Pls Financial Services, Inc. Full timeJob SummaryPLS Financial Services is seeking an experienced Operations Analyst to join our team. As an Operations Analyst, you will play a critical role in ensuring that our field employees are educated, aware, and in compliance with internal policies and procedures as well as local, state, and federal regulations.Key Responsibilities:Develop and implement...
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Customer Service Associate
1 week ago
Marquand, Missouri, United States PNC Financial Services Group Full timeAbout the JobWe are seeking a highly motivated and customer-focused individual to join our team as a Part-Time Teller. In this role, you will be responsible for delivering exceptional customer experiences, managing cash handling operations, and promoting PNC products and services. If you possess excellent communication skills, a passion for helping others,...
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Customer Service Coach
1 week ago
Marquand, Missouri, United States PNC Financial Services Group Full timeAbout the Role">Coaches and mentors Tellers by example to deliver exceptional customer experiences that improve financial well-being and create loyalty while increasing share of wallet.Processes a variety of customer interactions and educates customers on available alternatives for their financial interactions.Identifies banking opportunities during customer...
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Financial Services Coordinator
3 weeks ago
Marquand, Missouri, United States Lead Advisor Full timeJoin Our TeamAs a Client Service Associate at Lead Advisor in Indianapolis, IN, you will be part of a dynamic team dedicated to delivering exceptional client experiences and driving business growth. We seek a highly motivated and organized individual to fill this critical role.Responsibilities:Proactively engage with clients to understand their needs and...
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Dietary Services Coordinator
3 weeks ago
Marquand, Missouri, United States Healthcare Services Group Full timeNutrition Services Coordinator - Join our team as a Registered Dietitian and take your passion for nutrition to the next level! As a key member of our healthcare team, you will work closely with residents, families, and staff to provide personalized nutrition services and support.Key Responsibilities:Develop and implement individualized meal plans tailored...
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Financial Reporting Specialist
4 weeks ago
Marquand, Missouri, United States Creative Financial Staffing Full timeAbout the RoleWe are seeking a skilled Financial Reporting Specialist to join our team at Creative Financial Staffing. This is a great opportunity for a motivated professional to take on new challenges and contribute to the success of our organization.Job SummaryThe Financial Reporting Specialist will be responsible for preparing and filing various SEC...
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Compliance and Risk Analyst
1 week ago
Marquand, Missouri, United States Pls Financial Services, Inc. Full timeJob OverviewWe are looking for a highly motivated Compliance and Risk Analyst to join our team at Pls Financial Services, Inc. in Chicago. As a key member of our compliance department, you will be responsible for identifying and mitigating risks associated with our business operations.The ideal candidate will have 3-5 years of experience in a similar role,...
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Audit and Compliance Specialist
1 week ago
Marquand, Missouri, United States Pls Financial Services, Inc. Full timeAudit and Compliance Specialist Job SummaryWe are seeking a highly detail-oriented Audit and Compliance Specialist to join our team at Pls Financial Services, Inc. in Chicago. As a key member of our compliance department, you will be responsible for conducting regular audits and ensuring that all company operations comply with relevant laws and...
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Financial Services Representative
2 weeks ago
Marquand, Missouri, United States Edward D. Jones Full timeJob Overview: As a Branch Office Administrator with Edward D. Jones, you will play a vital role in helping clients achieve their long-term financial goals. You will team up with Financial Advisors to provide exceptional personalized service, deliver customized solutions, and drive marketing activities such as planning and executing events. Our branch offices...
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Financial Services Intern
1 week ago
Marquand, Missouri, United States Crowe Full timeCrowe is a recognized leader in the accounting industry, providing audit services to public and private entities. As a Financial Services Intern, you will play a key role in delivering exceptional audit client service delivery using advanced analytics, data visualizations, and process flow automation.You will work closely with experienced audit...
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Compliance and Audit Manager
1 week ago
Marquand, Missouri, United States Pls Financial Services, Inc. Full timeJob Overview:We are seeking a highly skilled Compliance and Audit Manager to join our team at Pls Financial Services, Inc.About the Role:The ideal candidate will have 3-5 years of experience in audit/testing, banking, compliance, or a similar function with a specific understanding of internal controls.Key Responsibilities:Partner with Compliance (including...
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Financial Operations Coordinator
1 month ago
Marquand, Missouri, United States First Merchants Corporation Full timeJob DescriptionWe are seeking a Credit Administrative Specialist to join our team at First Merchants Corporation. This role is responsible for ensuring the quality of information provided to credit and supporting credit analysts.The ideal candidate will have:One (1) year of banking experience.A high school diploma or equivalent (GED).Beyond the basic...