Financial Administrative Specialist

4 weeks ago


Albuquerque, New Mexico, United States ZeroThreeSixty Wealth Partners Full time
Job Summary

We are seeking a highly organized and detail-oriented Administrative Support Professional to join our team at ZeroThreeSixty Wealth Partners. As a key member of our financial planning office, you will provide administrative support to our financial advisors and planners, ensuring the smooth operation of our daily activities.

Key Responsibilities
  • Provide administrative support to financial advisors and planners, including calendar management, travel arrangements, and expense reporting.
  • Assist in the preparation and submission of compliance documentation and ensure adherence to industry regulations.
  • Handle the processing of payments, invoices, and other financial transactions related to office operations.
  • Prepare and process paperwork for client accounts, such as new account forms, transfer requests, and beneficiary changes.
  • Assist clients with routine inquiries regarding their accounts, statements, or other financial matters.
  • Monitor and follow up on pending transactions to ensure timely and accurate completion.
Requirements
  • College degree preferred but not required.
  • High ethical standards and integrity, with a strong commitment to confidentiality in handling sensitive financial and client information.
  • Strong work ethic, with a diligent and proactive approach to work.
  • Highly organized with the ability to manage multiple tasks and prioritize effectively in a fast-paced environment.
  • Excellent written and verbal communication skills, with the ability to clearly convey information and instructions.
  • Strong interpersonal skills, with the ability to build positive relationships with clients, team members, and other stakeholders.
  • Proficient in office software applications (e.g., Microsoft Office Suite) and comfortable with financial planning software and CRM systems.
What We Offer

ZeroThreeSixty Wealth Partners offers a dynamic and supportive work environment, with opportunities for professional growth and development. If you are a motivated and detail-oriented individual with a passion for administrative support, we encourage you to apply for this exciting opportunity.



  • Albuquerque, New Mexico, United States Jobot Full time

    Job Title: Financial Grants SpecialistJobot is seeking a highly skilled Financial Grants Specialist to join our dynamic finance team. The ideal candidate will have a strong understanding of financial management principles and practices, as well as experience in grants and contracts administration.Key Responsibilities:Manage all aspects of grant and contract...


  • Albuquerque, New Mexico, United States ZeroThreeSixty Wealth Partners Full time

    Job Description:At ZeroThreeSixty Wealth Partners, we are seeking a highly organized and detail-oriented Financial Planning Support Specialist to join our team. This role is an excellent opportunity for a motivated and enthusiastic individual to provide exceptional administrative support to our financial advisors and planners.About the Role:This position...


  • Albuquerque, New Mexico, United States Sandia Presbyterian Church Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Administrative and Financial Coordinator to join our team at Sandia Presbyterian Church.The successful candidate will be responsible for managing the day-to-day administrative and financial operations of the church, ensuring a professional and welcoming environment for visitors, and providing...


  • Albuquerque, New Mexico, United States Priority Financial Group Full time

    Financial Planning Role:We are seeking a skilled Paraplanner to support our Financial Planning Team at Priority Financial Group. As a Paraplanner, you will assist financial advisors in gathering client data and preparing comprehensive financial plans, including retirement planning, investment analysis, tax planning, and estate planning.Key...


  • Albuquerque, New Mexico, United States Jobot Full time

    Job OverviewWe are seeking a highly skilled and detail-oriented Financial Operations Specialist to join our dynamic team at Jobot. This is an exciting opportunity to work in the Mortgage industry, where you will be responsible for managing financial records and ensuring that all transactions are accurately recorded.Key Responsibilities:Maintain and update...


  • Albuquerque, New Mexico, United States Priority Financial Group Full time

    Paraplanner Job DescriptionAbout the Role:Priority Financial Group is seeking a highly motivated and detail-oriented Paraplanner to join our Financial Planning Team. As a Paraplanner, you will play a critical role in supporting our financial advisors in delivering exceptional client service and achieving our mission of helping clients achieve their financial...


  • Albuquerque, New Mexico, United States A+ Consulting Full time

    Job SummaryA+ Consulting is seeking a highly organized and detail-oriented Financial Operations Specialist to join our team. As a key member of our finance department, you will be responsible for managing customer payments, researching and reconciling discrepancies, and maintaining accurate records.Key Responsibilities:Enter customer payments into our...


  • Albuquerque, New Mexico, United States Indian Pueblo Cultural Center Full time

    The Indian Pueblo Cultural Center is seeking a skilled Financial Operations Specialist to join its accounting team. This role is critical in maintaining the financial health of the organization and ensuring the 19 Pueblos receive the best financial support possible.You will be part of a dynamic team dedicated to supporting local communities through our...


  • Albuquerque, New Mexico, United States BOK Financial Full time

    Job SummaryThe Mail Processing Specialist is responsible for delivering and processing all incoming and outgoing mail, as well as sorting and distributing inter-office mail to various departments and branch locations. This role requires attention to detail and the ability to identify and resolve errors in mail preparation.Key ResponsibilitiesDeliver and...


  • Albuquerque, New Mexico, United States Voya Financial Advisors Inc Full time

    We are seeking a talented Financial Professional to join our team in Albuquerque as a 403(b) and 457 Specialist. This is an exciting opportunity to help clients achieve their retirement goals by providing expert advice on investment strategies and participant education.Job SummaryThis role will be responsible for developing and maintaining strong...


  • Albuquerque, New Mexico, United States Thompson Safety, LLC Full time

    Job SummaryThompson Safety, LLC is seeking an Administrative Support Specialist to provide high-quality administrative support services to various areas of the business.Key Responsibilities:Provide administrative support to management, employees, and clients.Interface with vendors and internal departments.Assist with special projects and research as...


  • Albuquerque, New Mexico, United States HME Specialists LLC Full time

    As a key member of our team at HME Specialists LLC, you will play a vital role in ensuring the accuracy and efficiency of our financial processes.This role is designed for meticulous individuals who thrive in customer-centric settings and possess a strong foundation in essential software tools, including Outlook, Excel, and Sage.You will be responsible for...


  • Albuquerque, New Mexico, United States Farm Service Agency Full time

    Job SummaryThis position is located in the Farm Service Agency, New Mexico State Office, Administrative Branch. The selectee serves as an assistant to the Deputy State Executive Director (SED) and staff advisor to the Deputy SED, State FSA Committee, District Directors, County Executive Directors (CED), and Farm Loan Managers on administrative management...


  • Albuquerque, New Mexico, United States Jobot Full time

    Financial Record SpecialistThis is a permanent position in a fast-paced, growing industry. We are seeking a highly organized and detail-oriented Bookkeeper to join our dynamic team. In this role, you will be responsible for maintaining our financial records, including purchases, sales, receipts, and payments. You will also be tasked with conducting regular...


  • Albuquerque, New Mexico, United States 5H4 Hub Southwest, a Division of Hub International Insurance Services Inc. Full time

    HUB International is a leading global insurance brokerage that provides a wide range of property and casualty, life and health, employee benefits, investment, and risk management products and services.Job SummaryWe are seeking a highly motivated and detail-oriented Administrative Support Specialist to join our team. The successful candidate will be...


  • Albuquerque, New Mexico, United States Maestas Development Group Full time

    Job DescriptionMaestas Development Group is a leading real estate investment and development company in New Mexico. We are seeking an Administrative Support Specialist to join our development, accounting, and asset management teams. The ideal candidate will provide administrative and operational support, embodying our core values of grit, urgency,...


  • Albuquerque, New Mexico, United States City of Albuquerque, NM Full time

    Job SummaryThe City of Albuquerque, NM is seeking a highly skilled Administrative Support Specialist to provide complex administrative support functions for a department director or an assigned division head. This role involves overseeing and directing office activities, acting as a liaison between the City and outside agencies, and interacting with the...


  • Albuquerque, New Mexico, United States PFCGOC Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Financial Specialist to join our team at PFCGOC. As a key member of our financial operations team, you will be responsible for providing exceptional customer service, processing travel authorizations, and maintaining accurate payroll data.Key Responsibilities:Provide timely and accurate...


  • Albuquerque, New Mexico, United States Odle Management Full time

    Job SummaryOdle Management is seeking a highly organized and detail-oriented Administrative Support Specialist to join our team. As a key member of our Human Resources department, you will be responsible for providing administrative support to our HR Manager and assisting with various personnel-related activities.Key Responsibilities:Maintain up-to-date and...


  • Albuquerque, New Mexico, United States TECO Energy Full time

    This is an exciting opportunity to join our team at TECO Energy as an Administrative Specialist II or Senior Administrative Specialist. The successful candidate will be responsible for performing a range of administrative duties, including filing, ordering office supplies, distributing mail, and photocopying/collating documents.As an Administrative...