Financial Center Operations Specialist

3 weeks ago


San Diego, California, United States Workway, Inc. Full time
Financial Center Operations Specialist Job

We are seeking an experienced Financial Center Operations Specialist to join our team at Workway, Inc. This is a challenging and rewarding role that involves working closely with customers, Project Management, and Sales teams to ensure smooth operations in our financial centers.

The ideal candidate will have excellent communication skills, a minimum of 2 years of experience in a financial center environment, and basic PC knowledge and MS Office proficiency. They will need to be able to maintain the Cash Management database, prepare daily customer cash orders, and ensure each vendor cash vault is in balance.

This role requires strong analytical skills, attention to detail, and the ability to work effectively under pressure. The successful candidate will also be responsible for monitoring terminal activity, reviewing customer terminal deposit activity, and investigating out-of-balance situations.

As a Financial Center Operations Specialist, you can expect a competitive salary range of $19.00 per hour, depending on your qualifications, skills, competencies, and location. Our company offers a range of benefits, including healthcare benefits, a 401(k) plan, and equal employment opportunities.



  • San Diego, California, United States Druzy Financials Full time

    Job OverviewWe are seeking an experienced financial operations specialist to join our team at Druzy Financials. As a highly skilled bookkeeper and CEO Assistant, you will be responsible for participating in the creation of internal operation workflows, client onboarding, financial record-keeping, and project-based bookkeeping tasks.


  • San Diego, California, United States Mitchell Martin Full time

    Job Description:Mitchell Martin is looking for a highly motivated Financial Operations Specialist to join our team. As a Financial Operations Specialist, you will play a critical role in enhancing operational efficiency and scalability of core systems. This role supports critical operations driving portfolio management and SMA business processes.You will be...


  • San Diego, California, United States Priority Financial Group Full time

    About the RoleWe are seeking a skilled Financial Planning Specialist to join our team at Priority Financial Group. As a key member of our financial services team, you will be responsible for providing expert advice and guidance to clients on a range of financial matters.This is an exciting opportunity to work with a dynamic and forward-thinking organization,...


  • San Diego, California, United States Volt Full time

    Job SummaryWe are seeking a highly skilled Financial Operations Specialist to join our team at Volt. This is a full-time opportunity that requires strong analytical and problem-solving skills.The ideal candidate will have proven work experience as an Operations Analyst or similar role, excellent communication skills, and experience using statistical and...


  • San Diego, California, United States Jobot Full time

    About Our TeamAt Jobot, we're seeking a skilled Financial Operations Specialist to join our team. This role plays a critical part in ensuring the smooth operation of our financial operations.


  • San Diego, California, United States LHH Recruitment Solutions Full time

    LHH Recruitment Solutions is partnering with a dedicated non-profit organization committed to making a positive impact in our community. Our client is currently seeking an Accounts Payable Specialist to join their finance team, ensuring the accuracy and efficiency of their financial operations.Key Responsibilities:Process approximately 200 invoices weekly,...


  • San Diego, California, United States San Diego Financial Center Full time

    San Diego Financial Center aims to be the premier destination for individuals seeking expert financial guidance and support.As a Retirement Planning Specialist at our center, you will have the opportunity to work with a talented team that is passionate about empowering clients to achieve their financial objectives.Key responsibilities include assisting...


  • San Diego, California, United States The GEO Group Full time

    The GEO Group is seeking a highly skilled Financial Operations Specialist to join our team. As an accounting clerk, this role will be responsible for performing standard and routine accounting duties, including accounts receivable, accounts payable, payroll, inventory control, and general office management.Key ResponsibilitiesProcess all business office...


  • San Diego, California, United States Spieldenner Financial Group Full time

    Job DescriptionAt Spieldenner Financial Group, we are dedicated to helping mid-market families protect their lifestyle and wealth from unexpected financial losses. As an Insurance Enrollment Specialist, you will play a vital role in identifying and meeting the needs of our clients through our comprehensive programs.We offer industry-leading compensation,...


  • San Diego, California, United States BioMed Realty Full time

    Property Financial Specialist at BioMed RealtyBioMed Realty, a leading provider of real estate solutions to the life science and technology industries, is seeking a skilled Property Financial Specialist to join their team. This role will be responsible for providing financial support to the Property Accounting group, ensuring timely and accurate processing...


  • San Diego, California, United States TCWGlobal Full time

    Company OverviewTCWGlobal is an international parts distributor headquartered in San Diego, California. We are looking for a detail-oriented and experienced Bookkeeper to join our team and support our financial operations.SalaryThe ideal candidate will have extensive experience with Sage software and a keen understanding of financial principles.Job...


  • San Francisco, California, United States CAVALRY MANAGMENT GROUP LLC Full time

    Job Title: Financial Operations SpecialistWe are seeking a highly skilled Financial Operations Specialist to join our team at Cavalry Asset Management (Cavalry) in San Francisco and Hong Kong.The ideal candidate will have strong analytical skills, attention to detail, and the ability to manage multiple tasks with minimal supervision. As a key member of our...


  • San Jose, California, United States Inter Power Technology, Inc Full time

    Job DescriptionWe are seeking an experienced Accounting Bookkeeper to join our team at Inter Power Technology, Inc. as a Financial Operations Specialist.As a key member of our financial operations team, you will be responsible for preparing and analyzing financial records, financial statements, taxes, and other financial reports.The ideal candidate will have...


  • San Diego, California, United States Legends Full time

    Job DescriptionGlobal Hospitality LeaderLegends is a renowned hospitality leader, renowned for delivering exceptional venue experiences beyond game day and show time. Our commitment to providing exceptional dining experiences is unwavering, with a focus on fresh, creative cuisine and a warm welcome at every turn.The RoleWe are seeking a highly motivated...


  • San Diego, California, United States United Financial Full time

    About the RoleThe Mortgage Loan Officer will play a critical role in helping clients achieve their homeownership goals. You will work closely with our sales team to identify opportunities and provide personalized support to clients throughout the loan process.This is an excellent opportunity for someone who is looking to build a career in financial services...


  • San Francisco, California, United States AGS Inc. Full time

    We are looking for a skilled Financial Operations Specialist to join our team at AGS Inc. as a Part-Time Accountant.Company OverviewAGS Inc. is a leading provider of multidisciplinary engineering services in the San Francisco Bay Area. Our company has a strong commitment to delivering high-quality services and building long-term relationships with our...


  • San Diego, California, United States Wave Plumbing Full time

    We are seeking a detail-oriented Finance Clerk to join our team at Wave Plumbing. As a remote full- or part-time finance professional, you will be responsible for maintaining the company's financial records and ensuring all transactions are accurately accounted for.The ideal candidate will have proficiency in QuickBooks and the ability to meet in person once...


  • San Jose, California, United States Ledgent Finance & Accounting Full time

    Job OverviewLedgent Finance & Accounting is seeking an experienced Financial Operations Specialist to join our team in San Jose, California. As a key member of our operations team, you will be responsible for handling Accounts Payable and Accounts Receivable/Collections.This temp-to-hire position offers a unique opportunity to work on various financial...


  • San Diego, California, United States Lawrence Family JCC of San Diego County- Jacobs... Full time

    Job OverviewThe Lawrence Family Jewish Community Center, JACOBS FAMILY CAMPUS is seeking a seasoned Financial Strategic Leader to join its team. This dynamic role will oversee all financial operations, providing strategic guidance and direction to drive sustainable growth and profitability.


  • San Diego, California, United States Precision Electric Full time

    About UsPrecision Electric Company has been shaping Southern California's electrical landscape for over three decades. Our commitment to delivering exceptional workmanship and safety has earned us recognition across various project scales. With expertise spanning industrial and commercial developments, government projects, institutional endeavors, and...