Financial Services Support Specialist

About the OpportunityAs a Financial Sales Specialist with Slingo Financial Services, you'll have the chance to earn an estimated $1,000-$10,000 per month by selling insurance policies to clients who have already requested information.This is a unique opportunity for highly motivated individuals who want to build their own business and achieve financial...

About the RoleThis position involves working closely with clients to process invoices, reconcile vendor statements, and maintain accurate financial records.The successful candidate will be responsible for ensuring timely and accurate payment of invoices, reconciling accounts, and providing exceptional customer service.About Our CompanyMise En Place...

Job OverviewWe are seeking a highly skilled Financial Planning Specialist to join our team at Northwestern Mutual Santa Monica. As a key member of our financial services team, you will play a crucial role in helping clients achieve their long-term financial goals.About the RoleYou will serve as a trusted advisor for new clients acquired through proactive...

About Abacus Wealth PartnersWe are a progressive financial planning firm dedicated to helping individuals achieve their financial goals. Our team is passionate about delivering exceptional client experiences and fostering a supportive work environment.Salary: $65,000 - $70,000 per yearJob DescriptionThe Client Services Associate plays a critical role in...

Job OverviewSonoma Financial & Insurance Services is looking for an Administrative Support Specialist to provide exceptional administrative support to our team.This role requires a highly organized and detail-oriented individual with excellent communication skills. As an Administrative Support Specialist, you will be responsible for preparing office...

About the CareerAs a Financial Services Consultant with Slingo Financial Services, you will have the opportunity to build a successful career in the financial services industry. You will work from home or in your area, and never make cold calls.You will receive one-on-one training with a professional mentor, participate in webinars and training events, and...

Key ResponsibilitiesPreparing books of accounts for clients from diverse industriesCreating monthly, quarterly, and annual financial statements that meet tax preparation and audit requirementsReviewing financial statements and preparing work papers to support FSThe successful candidate will have prior experience in payroll processing, filing quarterly and...

Job DescriptionWe are seeking a highly skilled Financial Systems Specialist to join our team at Diverse Lynx LLC. This role involves working with Oracle Applications Modules for Finance, focusing on General Ledger, Accounts Payables, Accounts Receivables, Fixed Assets, Cash Management, AGIS, and EBTAX.The ideal candidate will have expertise in financial...

Job OverviewWe are seeking a highly skilled Financial Reporting Specialist to join Landmark/Highwood.

About the Role:As a Dementia Support Specialist at Always Best Care Senior Services, you will have the opportunity to make a meaningful impact on the lives of our clients. With a competitive hourly rate of $18-$23/hour and a supportive team environment, we offer a comprehensive compensation package that includes benefits such as 401(k), dental insurance,...

Job Title: Support Services Specialist, SWASHLOCK ProgramJob Summary:Support Services Specialist, SWASHLOCK Program, is a vital role at The People Concern. This position ensures the smooth operation of SWASHLOCK services, including shower, laundry, and locker facilities. The Support Services Specialist serves as the first point of contact for clients,...

About UsAt Abacus Wealth Partners, we're a progressive financial planning firm dedicated to helping individuals achieve their goals. Our team is passionate about providing exceptional client service and creating a supportive work environment. We offer a range of benefits, including unlimited vacation time, flexible work hours, and comprehensive health...

At Abacus Wealth Partners, we're seeking a skilled Financial Services Professional to join our team. This role offers an estimated salary range of $65k - $70k. As a key member of our operations team, you will be responsible for ensuring the smooth delivery of client services. To excel in this position, you'll need excellent communication skills, attention to...

Job OverviewWe are seeking a highly skilled Financial Support Specialist to join our team at Heather Stern. In this role, you will be responsible for day-to-day operations support, including answering inbound calls and emails as the primary point of contact for clients. Your exceptional communication skills, keen attention to detail, and commitment to...

Key ResponsibilitiesThe successful candidate will be responsible for:Managing Client FinancesGather and analyze financial data from clients, Ctuit, and other departments.Prepare accurate and timely financial statements.Communicate effectively with clients to ensure seamless data compilation.Financial Statement PreparationPrepare general ledger entries by...

Company OverviewNorthwestern Mutual, a recognized leader in the financial services industry for over 160 years, offers a unique opportunity to launch your career as a Financial Representative. With a proven track record of financial success and a reputation for excellence, our company provides an ideal environment for individuals who are passionate about...

At the Quinlan District of Northwestern Mutual, we're dedicated to creating a legacy of financial empowerment and community impact. Recognized as the #1 District Network Office in the U.S. for new advisor development and the top Recruiting Team in both 2023 and 2024, we are committed to developing professionals who are driven to make a difference.As a...

About the JobWe are seeking a Financial Representative to join our team in Santa Monica. In this role, you will be responsible for developing and implementing customized financial plans for our clients. If you have a passion for helping others achieve financial security, we want to hear from you!Key ResponsibilitiesCreate personalized financial plans for...

Job SummaryWe are seeking a highly skilled Financial Services Specialist to join our team at Orange County's Credit Union. In this role, you will be responsible for providing exceptional service experiences for internal associates and external members.The ideal candidate will have a strong understanding of financial services processes, including levies,...

Northwestern Mutual Santa Monica is a top-ranked company in the financial services industry. We are seeking an experienced Financial Representative to join our team.About the CompanyWe have a proven track record of financial success and are recognized as one of the 'World's Most Admired' companies by FORTUNE. Our entrepreneurial system provides access to a...