Financial Services Assistant

About the RoleThis Corporate Operations Coordinator position is perfect for someone looking to start their career in the financial services industry. As an executive assistant, you will be responsible for providing administrative support to our team, including managing schedules, coordinating travel arrangements, and preparing reports.The successful...

Job OverviewWe are seeking a highly skilled and detail-oriented Financial Services Coordinator to join our team at TCL Financial & Tax Services. This individual will be responsible for providing exceptional customer service, data entry, and administrative support.The ideal candidate will possess excellent communication skills, be proficient in data entry,...

Job SummaryPinnacle Financial Group seeks an experienced Client Relation Specialist to join our team. The successful candidate will be responsible for building strong relationships with clients, providing them with valuable insurance solutions, and meeting or exceeding monthly sales goals.Responsibilities include:Conducting phone calls with potential clients...

Job OverviewWe are seeking a dedicated Financial Services Advocate to join our team at US Staffing Agency in Jackson, MI.Salary: $15/hourKey ResponsibilitiesThe successful candidate will provide exceptional customer service and play a critical role in educating clients about financial services.Develop and maintain a deep understanding of financial services...

Job TitleFinancial Services ManagerAbout the RoleWe are seeking an experienced Financial Services Manager to join our team at UNBOLT Parent. This key position requires a skilled professional who can drive business growth and excellence in financial services.

About Marsh Region - Modern Woodmen of America">We are a member-owned fraternal financial services organization, built on a legacy of trust and commitment to our clients. Our financial strength is anchored in a robust asset base of $17.14 billion, guided by a prudent investment philosophy. We are proud to offer a comprehensive range of financial products and...

Unlock Your Earning PotentialAre you motivated and dedicated to helping others achieve their financial goals? Services Across the Board offers a unique opportunity for individuals to work as Remote Insurance Agents, providing a range of financial products and services to clients nationwide.We provide hands-on training in the financial industry, involving...

We are seeking a talented Accounting Assistant to join our team at MedBridge Development. As an Accounting Assistant, you will be responsible for a variety of accounting and administrative tasks in support of the Accounting Team.Company Overview:MedBridge Development is a growing surgery center development company providing financial and management services...

Company OverviewMichigan First Credit Union is a trusted financial institution with over 90 years of experience in serving its members. With a strong focus on community support and charitable giving, we strive to positively transform the lives of our members through personalized service.

About HOPE Credit UnionAs a leading credit union, HOPE continues to make a positive impact in the community by expanding access to financial services and advocating for equality.With over $3.6 billion in community development financing, HOPE has empowered over 2 million people across six states. Our mission is to provide affordable financial solutions that...

Job DescriptionWe are seeking a Front Office Representative to join our team at TCL Financial & Tax Services. In this role, you will be responsible for providing exceptional customer service to clients, greeting them upon arrival, and answering telephone inquiries.The ideal candidate will possess excellent communication skills, both written and verbal, and...

About Fiorito Wealth ManagementWe're a rapidly growing organization serving Northwestern Mutual across Greater Jackson to Mississippi's Gulf Coast and everywhere in-between. Our primary focus is on developing new internal leaders and creating opportunities for career growth.Our District office is conveniently located at 210 Draperton Grove in Ridgeland, MS...

We are looking for a talented Business Operations Manager to join our team at Mom to Virtual Assistant in the Jackson, Mississippi metro area.Job Description:This role involves overseeing the day-to-day operations of our company, ensuring that all tasks are completed efficiently and effectively.About the Role:The ideal candidate will have excellent...

We are seeking a highly skilled Senior Administrative Coordinator to join our team at Mom to Virtual Assistant in the Jackson, Mississippi metro area.Job Summary:This role will involve providing top-notch administrative support to our clients, handling various tasks with ease and ensuring seamless operations.About the Role:The ideal candidate will have...

Job DescriptionWe are seeking an Executive Support Specialist to join our team at Mom to Virtual Assistant. The successful candidate will be responsible for interacting daily with clients in a professional and personable manner, managing various administrative tasks, coordinating development of financial plans for individuals and businesses, monitoring plan...

Job DescriptionTCL Financial & Tax Services is seeking a skilled Customer Experience Representative to join our team. As a key member of our staff, you will be responsible for providing exceptional customer service and support in various aspects of our business.Your duties will include greeting clients, answering telephones, scheduling appointments, and...

Job Title: Customer Service SpecialistOverview: As a valued member of our team, you will play a crucial role in providing exceptional customer service. You will work closely with customers to understand their financial needs and provide personalized solutions. Your passion for helping others and your excellent communication skills will make you an asset to...

Company OverviewDouble Star Hospitality Jackson LLC is a leading provider of hospitality services, committed to delivering exceptional experiences to our customers. Our team is passionate about providing top-notch service and creating memorable moments for our guests.Job SummaryWe are seeking a Financial Operations Coordinator to join our team at Double Star...

Are you ready to take your career to the next level? As a Financial Representative at Marsh Region - Modern Woodmen of America, you will have the opportunity to work in a fast-paced environment where you can build a successful career. With a strong focus on customer service, sales, and development, this role is perfect for individuals who are goal-driven,...

**Key Responsibilities**Call prospects to schedule appointments and discuss their financial needs.Prepare quotes and present them to clients in a clear and concise manner.Assist clients with the application process, ensuring seamless execution and timely approval.This role requires a strong work ethic, excellent communication skills, and a passion for...