Financial Services Coordinator
21 hours ago
We are a rapidly growing Registered Investment Advisory (RIA) firm seeking an experienced Financial Services Assistant. Located in Williamsville, NY, our team is dedicated to delivering exceptional client service. As a key member of our team, you will be responsible for handling client calls, preparing and processing paperwork, troubleshooting issues, and documenting client records.
The ideal candidate will have previous experience in the financial services industry, excellent communication skills, and the ability to prioritize tasks effectively. We offer a competitive salary of $45,000 - $60,000 per year, depending on experience.
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Financial Services Professional
1 week ago
Buffalo, New York, United States Experior Financial Group Full timeJoin Our Team:Experior Financial Group is seeking an experienced Insurance Sales professional to join our team. As an Insurance Sales professional with our company, you will play a vital role in helping our clients achieve their financial goals.Your key responsibilities will include conducting needs analyses, shopping for products and services, and...
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Financial Operations Coordinator
3 weeks ago
Buffalo, New York, United States Wellington Steele Full timeJob Summary:We are seeking a detail-oriented and organized Financial Operations Coordinator to join our team at Wellington Steele. This role is crucial in ensuring the accuracy and efficiency of our financial processes, as well as supporting day-to-day administrative operations.Key Responsibilities:Bookkeeping & Financial TasksProcess accounts payable and...
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Senior Financial Operations Manager
3 weeks ago
Buffalo, New York, United States OLV Human Services Full timeAbout OLV Human ServicesOLV Human Services is a dynamic organization dedicated to providing exceptional services to our community. As we continue to grow and evolve, we are seeking a highly skilled and experienced Senior Financial Operations Manager to join our team.Job SummaryThe Senior Financial Operations Manager will be responsible for leading the...
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Financial Services Processor
23 hours ago
Buffalo, New York, United States Collabera Full timeJob DescriptionThis Financial Services Processor role requires an individual to work in a Hybrid environment, handling loan processing tasks, communicating with stakeholders, and ensuring adherence to mortgage regulations.Main Responsibilities- Coordinate loan processing activities, maintaining open communication with customers, brokers, and internal teams.-...
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Senior Financial Solutions Advisor
3 weeks ago
Buffalo, New York, United States Experior Financial Group Full timeAt Experior Financial Group, we are seeking a skilled Senior Financial Solutions Advisor to join our team of experienced professionals. As a key member of our organization, you will play a vital role in helping clients achieve their financial goals.The ideal candidate will have excellent problem-solving skills, the ability to think creatively, and a strong...
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Customer Service Coordinator
2 days ago
Buffalo, New York, United States Horizon Health Services Full timeAbout the RoleWe are looking for a skilled Customer Service Coordinator to join our team at Horizon Health Services. In this role, you will provide top-notch customer service to patients and families, and support the day-to-day operations of our clinic.You will work closely with our clinical and medical staff to manage scheduling, billing, and other...
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Financial Services Specialist
3 weeks ago
Buffalo, New York, United States Sodexo Full timeAbout the RoleWe are seeking an experienced Financial Services Specialist to join our team. This is a hybrid role with 3 days in-office and 2 remote workdays, located in either Austin, TX or Buffalo, NY.Key ResponsibilitiesDevelop and maintain accounting policies and controls, ensuring fiscal accuracy and safeguarding company assets.Provide guidance and...
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Insurance Services Coordinator
3 weeks ago
Buffalo, New York, United States Patriot Growth Insurance Services Full timeAbout Patriot Growth Insurance ServicesCompany OverviewPatriot Growth Insurance Services is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States.We are ranked as the 24th largest broker in the U.S. by Business Insurance and have been named to the 2023 Inc. 5000 list...
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Financial Services Specialist
3 weeks ago
Buffalo, New York, United States Sandhill Investment Management Full timeJob OverviewSandhill Investment Management, a well-established wealth management firm with approximately $2 Billion in assets under management/advisement (AUM/AUA), seeks a highly motivated Financial Services Specialist to drive growth in its Retail Business segment.This opportunity focuses on High Net Worth (HNW)/Ultra High Net Worth (UHNW) relationships,...
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Healthcare Service Coordinator
2 days ago
Buffalo, New York, United States Elderwood Full timeOverview:">Elderwood is a leading provider of healthcare services, seeking a dedicated RN Care Manager to join our team in Buffalo, NY. With a focus on delivering exceptional patient care, we offer a dynamic work environment that values teamwork and collaboration.">Salary and Benefits:">We offer a competitive salary range of $68,640 - $93,600, as well as a...
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Financial Services Assistant
2 days ago
Buffalo, New York, United States City of Buffalo, NY Full timeAbout the RoleWe are seeking a highly motivated and organized individual to join our team as a Financial Services Assistant. As a key member of our team, you will be responsible for receiving and processing cash and checks, preparing deposit slips, and reconciling batch totals.Key Responsibilities:- Receiving and processing cash and checks- Preparing deposit...
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Financial Services Associate
21 hours ago
Buffalo, New York, United States MEMBERS ADVISORY GROUP LLC Full timeJob OverviewWe are a rapidly growing Registered Investment Advisory (RIA) firm located in Williamsville, NY. Our team is dedicated to providing exceptional service to our clients.Responsibilities:Handle client inquiries and provide support via phone and email.Prepare and process various documents and paperwork.Troubleshoot and resolve client issues in a...
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Financial Services Representative
22 hours ago
Buffalo, New York, United States Disability Solutions Full timeWe are seeking an experienced Senior Banker to join our team in Buffalo, NY. As a Senior Banker, you will be responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists.
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Front Desk Coordinator
3 weeks ago
Buffalo, New York, United States Horizon Services Full timeWe are seeking an experienced and compassionate Front Desk Coordinator to join our team at Horizon Services. This role plays a vital part in creating a warm and welcoming environment for our patients, ensuring that they feel supported and valued throughout their treatment journey.About UsAt Horizon Services, we pride ourselves on being a healthcare agency...
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Nutrition Services Coordinator
2 days ago
Buffalo, New York, United States FeedMore Western New York Full timeJob OverviewWe are seeking a skilled Registered Dietitian to join our team at FeedMore WNY. As a Nutrition Services Coordinator, you will play a vital role in coordinating and providing all nutrition care services to our clients.Key ResponsibilitiesEvaluate client assessment processes and coordinate with social work departmentsDetermine and utilize...
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Operations and Financial Manager
7 hours ago
Buffalo, New York, United States OWM Integrative Wellness Full timeJob DescriptionOWM Integrative Wellness is seeking an Operations and Financial Manager to join our team. In this role, you will be responsible for managing the day-to-day financial operations of the practice, including overseeing accounts receivable (AR) and payable (AP), payroll, and supporting financial analytics. You will work closely with leadership to...
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Administrative Coordinator
3 weeks ago
Buffalo, New York, United States Coordinated Care Services, Inc. (CCSI) Full timeAbout Coordinated Care ServicesCoordinated Care Services, Inc. (CCSI) is a leading provider of staffing, consulting, and operational support to local departments of mental health and social services, state agencies, community-based organizations, and school districts across New York State.
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Financial Services Operations Specialist
3 weeks ago
Buffalo, New York, United States Computer Task Group, Inc Full timeJob DescriptionWe are seeking a highly skilled Banking Services Operations Associate IV to join our team in Amherst, NY. This 7-month role has the potential for extension.Role Overview:The Banking Services Operations Associate IV will perform complex clerical duties, requiring moderate to advanced analysis and sound judgment within the assigned banking...
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Administrative Services Coordinator
3 weeks ago
Buffalo, New York, United States BENDERSON DEVELOPMENT COMPANY Full timeJob Title: Administrative Services CoordinatorWe are seeking a highly motivated and detail-oriented individual to join our team as an Administrative Services Coordinator. In this role, you will provide essential administrative support to our senior executives, ensuring the smooth operation of our daily activities.Key Responsibilities:Prepare and submit...
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Financial Operations Manager
3 weeks ago
Buffalo, New York, United States The Prevention Council of Erie County Full timeJob OverviewThe Prevention Council of Erie County is seeking a highly skilled and detail-oriented Financial Operations Manager to join our team. This individual will be responsible for managing the agency's financial operations, including bookkeeping, accounting, and human resources.Salary$39,000 - $44,000 per year.Key ResponsibilitiesProcess payroll and...