Financial Assistant

Job SummaryWe are seeking a highly skilled Financial Planning Assistant to join our team in Houston, TX. As a key member of our team, you will be responsible for supporting the design of comprehensive financial plans, participating in client meetings, and ensuring seamless business transactions.Key Responsibilities:Financial Plan Design:Assist in creating...

**About Us**At Strategic Financial Group LLC, we are dedicated to delivering exceptional financial planning services to our clients. Our team is comprised of highly skilled and experienced professionals who share a common goal of helping individuals achieve their long-term financial objectives.We are seeking a talented and proactive Financial Planning...

About the RoleThe Financial Navigator will play a pivotal role in connecting uninsured hospital patients to vital medical expense coverage programs. As a liaison between the patient, the hospital facility, and government agencies, this individual will ensure seamless coordination and timely resolution of cases.Key ResponsibilitiesScreen uninsured patients to...

Job Title: Financial AccountantThe Assistant Controller will oversee investment accounting and implement new software solutions to improve transaction processes. This role requires heavy Excel knowledge and at least 3 years of accounting experience.Key Responsibilities:Oversight of investment accounting, including preparation of monthly reports detailing...

Job Title:We are seeking a highly organized and detail-oriented Financial Data Entry Clerk to join our team in TX. In this role, you will be responsible for verifying customer data imports from Excel sheets and filling in missing items. Your excellent analytical skills will enable you to create accurate invoices with the correct formatting and submit them on...

Senior Audit Manager RoleCreative Financial Staffing offers a Senior Auditor rotational program with opportunities to catapult your career throughout the organization. As a member of our global senior audit team, you will participate in multiple and simultaneous risk-based audits.Key Roles and Responsibilities:Assist in audit planning, fieldwork, and...

About the RoleWe 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...

Accounting RoleAs an Accounting and Financial Assistant, you will be responsible for managing accounts receivable and accounts payable transactions, preparing financial records and reports, and ensuring timely billing and tracking of receipts.You will also process vendor invoices, disburse payments, reconcile bank statements, and resolve discrepancies in...

About the RoleWe are seeking an experienced Director of Finance and Strategy to join our team at Stellantis Financial Services US. The successful candidate will have a strong background in finance and strategy, with 10+ years of experience in FP&A. The role requires leading financial planning, analysis, and strategy, as well as implementing process...

Job Description:">We are seeking a highly organized and detail-oriented Financial Project Assistant to join our team at Miller Grossbard Advisors, LLP. As a key member of our project management group, you will be responsible for providing administrative support to our project managers and team members.">About the Role:">This is an excellent opportunity for a...

LPC Personnel, Inc. is looking for a skilled Financial Operations Assistant to help us maintain our financial health. As an experienced professional in this field, you will be able to provide critical support to our accounting team.The estimated salary for this position is $60,000 - $70,000 per year, based on your expertise and qualifications.Your key...

Job DescriptionWe are seeking a detail-oriented Financial Assistant to join our team at Royal Gourmet House, Inc. This role is responsible for completing daily driver ticket reports, posting cash receipts, and applying payments in QuickBooks.The ideal candidate has experience working in customer service, is extremely organized, and can maintain the highest...

Career OpportunityIf you are passionate about helping students navigate the world of financial aid, we encourage you to apply for the position of EXECUTIVE DIRECTOR OF FINANCIAL ASSISTANCE. As a key member of our team, you will work closely with students and their families to ensure they receive the support they need to succeed. Our competitive salary range...

Stellantis Financial Services US is seeking a Document Processing Assistant to join their team. The successful candidate will be responsible for assisting with scanning documents, including funded files, payoff documentation, and contract title paperwork.The ideal candidate will have prior experience in a similar role, with knowledge of MS Excel and MS Word...

Accounting Expertise RequiredThis role demands expertise in real estate accounting, including knowledge of commercial and retail markets, as well as proficiency in accounting software such as Yardi Voyager. The ideal candidate will be highly organized, able to multitask, and possess excellent communication skills.Main ResponsibilitiesManage accounting...

Job SummaryRG FINANCIAL TAX & INSURANCE is looking for an experienced Office Coordinator and Assistant to join our team. As an Office Coordinator and Assistant, you will be responsible for performing various administrative tasks, including clerical work, data entry, and customer service.Salary: The salary for this position is $50,000 - $65,000 per year,...

We are a rapidly growing organization at WORLD SYSTEM BUILDER, specializing in personal finance and entrepreneurship. As an Independent Financial Services Agent, you will work remotely from anywhere in the US with flexibility to choose between part-time or full-time opportunities.No experience is necessary in financial advising; we provide comprehensive...

About the RoleThis is a commission-only position (part-time or full-time) with opportunities for bonuses, all-expense-paid trips, leadership development, and personal growth.As a Sales and Marketing Coordinator, you will be responsible for coordinating marketing resources, meeting with clients, scheduling appointments, and assisting with agent contracting...

Role Description: We are seeking an experienced Accounting Clerk to join our team at SP+. In this role, you will be responsible for managing various aspects of our financial operations, including accounting code verification, vendor invoice processing, and payroll administration. If you have a strong background in bookkeeping and auditing, excellent...

About the RoleThe ideal candidate will be highly organized with strong communication skills, able to analyze financial information, maintain accurate records, and prepare payroll. The salary for this position is estimated to be around $45,000 per year, based on national averages for similar positions.