Houston Financial Services Specialist
4 days ago
We are seeking a highly motivated and detail-oriented Financial Planning Assistant to join our team in Houston, TX. In this role, you will be responsible for managing CRM records, processing business transactions, and maintaining accurate client information.
Key Responsibilities:- Client Information Management:
- Maintain and update client information in CRM systems with precision and attention to detail.
- Business Transaction Management:
- Process business transactions and ensure all documentation is completed correctly.
- Client Follow-Up:
- Follow up with clients to gather necessary information and provide updates on their financial plans.
- Bachelor's degree in Finance, Business, or related field.
- Proficiency in Microsoft Excel and other MS Office applications.
- Strong analytical and communication skills.
- Experience with CRM systems preferred.
We offer a competitive salary range of $55,000 - $70,000 per annum, depending on experience. You will also have opportunities for professional growth and development within our dynamic team.
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Financial Services Specialist
2 weeks ago
Houston, Texas, United States New York Life - Houston Full timeNew York Life - Houston is seeking a talented Financial Services Specialist to join our team. As a Financial Services Specialist, you will play a key role in helping clients achieve their financial goals through our life insurance products and services.The estimated salary for this position is $70,000 - $90,000 per year, depending on experience and...
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Scheduling Specialist
2 weeks ago
Houston, Texas, United States Houston Methodist Full timeScheduling Specialist - Houston MethodistAs a Scheduling Specialist at Houston Methodist, you will play a critical role in ensuring that our patients receive the highest quality care. This position involves coordinating appointments, scheduling exams, tests, and procedures, and maintaining accurate records. Your strong organizational skills and ability to...
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Financial Services Coordinator
1 week ago
Houston, Texas, United States Clayton Services Full timeAccounting Specialist PositionClayton Services is a thriving company in Northwest Houston seeking an Accounting Specialist to join its team. The successful candidate will be responsible for accounts payable and receivables, ensuring timely payment of bills and accurate financial records.Key Responsibilities:Manage accounts payable for multiple entities and...
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Financial Reporting Specialist
4 weeks ago
Houston, Texas, United States Visible Changes Inc Full timeJob DescriptionWe are seeking a detail-oriented Financial Reporting Specialist to join our team in Houston, TX.The ideal candidate should have strong analytical skills, proficiency in Excel, and experience with financial reporting for multiple companies. Knowledge of NetSuite software and Yardi software is a plus.Key Responsibilities:Prepare accurate and...
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Financial Operations Specialist
4 weeks ago
Houston, Texas, United States Houston Foam Plastic Full timeJob SummaryWe are seeking a highly organized and detail-oriented Financial Operations Specialist to join our team at Houston Foam Plastics. In this role, you will be responsible for managing financial reports, collecting payments from customers, and maintaining accurate bookkeeping records.About the CompanyHouston Foam Plastics is an innovative company...
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Nurse Specialist
4 weeks ago
Houston, Texas, United States Houston Methodist Full timeJob Title: Nurse SpecialistAbout the Job:At Houston Methodist, we are seeking a highly skilled and dedicated Nurse Specialist to join our team. This is an excellent opportunity for a registered nurse who is passionate about delivering high-quality patient care and advancing nursing practice.Estimated Salary Range: $85,000 - $110,000 per year, depending on...
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Senior Financial Analyst
4 weeks ago
Houston, Texas, United States Creative Financial Staffing Full timeJob Summary:The Senior Financial Analyst will play a pivotal role in the preparation and analysis of financial statements and reports for our client in Central Houston. This position requires strong analytical skills, a solid understanding of accounting principles, and excellent communication skills to ensure accurate and timely reporting.About the...
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Financial Operations Assistant
4 weeks ago
Houston, Texas, United States Magnum Staffing Services, Inc. Full timeAbout Magnum Staffing Services, Inc.Magnum Staffing Services, Inc. is a leading recruiting and staffing solutions firm based in Houston, Texas.We have been serving the industrial business sector for over 25 years, specializing in manufacturing, production, warehouse/distribution, technical, and logistics.Our areas of expertise include vendor on premise,...
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Financial Operations Specialist
5 days ago
Houston, Texas, United States Clayton Services Full timeJob Overview: Clayton Services is seeking an experienced Financial Operations Specialist to join their team in Northwest Houston. This is a temporary opportunity lasting 2-3 months, with a competitive hourly rate of $22-$25.Key Responsibilities: As a Financial Operations Specialist, you will be responsible for managing accounts payable and receivables for...
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Laboratory Specialist
3 weeks ago
Houston, Texas, United States HCA Houston Healthcare Northwest Full timeJob DescriptionWe are seeking a highly skilled Laboratory Specialist to join our team at HCA Houston Healthcare Northwest. As a Laboratory Specialist, you will be responsible for performing a variety of standardized laboratory tests on biological specimens, including advanced and specialized techniques.Responsibilities:Performs laboratory tests and...
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Financial Security Specialist
1 week ago
Houston, Texas, United States New York Life - Houston General Office Full timeAbout the Role:New York Life - Houston General Office is seeking a Financial Security Specialist to join our team. As an Insurance Consultant, you will be responsible for developing sales strategies, assessing client needs, and recommending suitable insurance products. Key Responsibilities:Meet with clients to understand their financial goals and risk...
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Business Development Specialist
6 days ago
Houston, Texas, United States Elevated Financial Benefits Full timeAbout the RoleWe are looking for a talented Business Development Specialist to join our team in Houston. As a key member of our sales team, you will be responsible for developing new business relationships, driving revenue growth, and delivering exceptional customer experiences.
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Laboratory Specialist
4 weeks ago
Houston, Texas, United States HFI-Assure Fertility Partners of Houston Full timeWe are seeking a highly skilled Laboratory Specialist to join our team at HFI-Assure Fertility Partners of Houston. This role offers a unique opportunity to work in a dynamic laboratory environment, providing essential support to the IVF and Endocrine/Andrology laboratories.
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Houston Branch Associate
3 days ago
Houston, Texas, United States PNC Financial Services Group Full timeAbout the RolePNC Financial Services Group is seeking a skilled Part-Time Teller to join our Retail Branch organization in Houston, TX. As a valued member of our team, you will play a critical role in delivering exceptional customer service, processing banking transactions, and educating customers on new technology and product opportunities.Key...
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Obstetric Nurse Specialist
4 weeks ago
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Financial Services Specialist
1 week ago
Houston, Texas, United States Barrios Technology Full timeFinancial Services Specialist Job Description:We are seeking an experienced professional to join our Corporate Finance Team as a Financial Services Specialist. This role involves managing our payroll and related processes, working closely with the accounting team, Human Resources, and employees to ensure seamless operations.This is a full-time position...
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Financial Services Agent
5 days ago
Houston, Texas, United States New York Life - Houston Full timeAbout the Role: Financial Services AgentNew York Life - Houston seeks a skilled Financial Services Agent to join our team. As a Financial Services Agent, you will be responsible for providing personalized financial solutions to clients, including insurance products and services.Key Responsibilities:Meet with clients to understand their financial goals and...
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Urology Specialist Wanted for Houston Methodist
4 weeks ago
Houston, Texas, United States Houston Methodist Full timeAbout the PositionHouston Methodist Specialty Physician Group is currently searching for a board-certified urologist to join our team at Houston Methodist Urology Associates. This is a full-time career opportunity with a competitive base salary and incentivized bonus structure.Key ResponsibilitiesPractice as a urologist specializing in men's healthJoin a...
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End of Life Care Specialist
4 weeks ago
Houston, Texas, United States HCA Houston Hospice & Family Care Full timeHCA Houston Hospice & Family Care offers a rewarding career opportunity for an experienced RN to join our team as an End of Life Care Specialist in North Houston.About UsWe provide comprehensive care and support to patients and families navigating the end-of-life journey. Our interdisciplinary teams include physicians, nurses, therapists, hospice aides,...
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Critical Care Nurse Specialist
4 weeks ago
Houston, Texas, United States HCA Houston Healthcare Northwest Full timeWe are seeking a dedicated Critical Care Nurse Specialist to join our team at HCA Houston Healthcare Northwest.About UsHCA Houston Healthcare Northwest is a 415+ bed acute care hospital that has been serving the north Houston communities for more than 40 years, providing a wide range of medical services including cardiology, maternity care, Level III NICU,...