Financial Operations Specialist
3 days ago
We are seeking a highly skilled Financial Operations Specialist to join our team at RFG Advisory. As a key member of our team, you will be responsible for providing exceptional customer service to clients, collaborating with financial advisors to deliver operational support, and developing relationships with clients as they navigate wealth management. If you are a detail-oriented and organized individual with a passion for financial services, we encourage you to apply.
About the Role- Provide efficient and timely customer service to clients, including phone calls, customizing client portals, and resolving issues.
- Assist with data gathering during prospective client meetings and prepare financial documents for client meetings.
- Manage client account records across various custodial platforms and maintain accurate information in Salesforce and other programs.
- A competitive salary range of $60,000-$70,000 based on experience.
- A comprehensive benefits package, including health, dental, and vision insurance, 401(k) with company match, and short-term and long-term disability coverage.
- A generous PTO policy, company holidays, and charitable work day.
RFG Advisory is recognized by Forbes/Shook Research as a Top 100 RIA in America and by Investment News as a 2021, 2022, and 2024 Best Places to Work for Financial Advisers. Our team of professionals from diverse industries collaborate to foster independence of financial advisors across the country.
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Nonprofit Financial Compliance Specialist
7 days ago
St Louis, Missouri, United States Creative Financial Staffing Full timeCreative Financial Staffing is partnering with a respected nonprofit educational organization to find a highly skilled Nonprofit Financial Compliance Specialist. The chosen candidate will play a key role in ensuring the organization's financial operations are in line with relevant laws and regulations.The primary responsibilities of this position include...
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Financial Operations Specialist
4 weeks ago
St Louis, Missouri, United States Ultimate Staffing Full timeWe are seeking a highly skilled Financial Operations Specialist to join our team at Ultimate Staffing in West St. Louis County. As a key member of our accounting department, you will be responsible for ensuring the smooth operation of our financial processes.Job SummaryThe Financial Operations Specialist will be responsible for managing and maintaining...
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Financial Operations Specialist
2 weeks ago
St Louis, Missouri, United States BJC HealthCare Full timeAbout the Role">We are seeking a Financial Operations Specialist to join our team at BJC HealthCare. This is a full-time position working within the Food & Nutrition Department, responsible for performing various accounting activities.">Key Responsibilities">">Perform retail sales and cash reporting duties to ensure accurate financial records.">Prepare...
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Financial Operations Specialist
4 days ago
St Louis, Missouri, United States Above All Personnel Full timeJob SummaryWe are seeking a highly skilled Financial Operations Specialist to join our team at Above All Personnel. As a key member of our accounting department, you will be responsible for preparing financial packages, attending meetings, and developing schedules to facilitate financial management.ResponsibilitiesPrepare Financial Packages: Assist in the...
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Financial Operations Specialist
4 weeks ago
St Louis, Missouri, United States Urban Strategies, Inc. Full timeJob OverviewUrban Strategies, Inc. is a national nonprofit with extensive experience in the design and implementation of place-based human capital development strategies.Estimated Salary Range:$85,000 - $110,000 per yearJob DescriptionThe Financial Operations Specialist will assist with financial operations and ensure regulatory compliance. This role...
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Financial Services Specialist
1 week ago
St Louis, Missouri, United States CAR Financial Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Financial Services Specialist to join our team in St. Louis, MO.The successful candidate will be responsible for interacting with customers who are past due, answering billing inquiries, and resolving disputes.As a key member of our team, you will also perform data entry, maintain open...
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Financial Operations Specialist
5 days ago
St Louis, Missouri, United States Beacon Hill Staffing Group Full timeJob DescriptionWe are seeking a highly skilled Financial Operations Specialist to join our team at Beacon Hill Staffing Group.The ideal candidate will have a solid understanding of accounting fundamentals and payroll best practices, as well as excellent knowledge of relevant software and databases.The primary responsibilities of this role include gathering...
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Financial Services Support Specialist
4 weeks ago
St Louis, Missouri, United States CAR Financial Full timeJob SummaryWe are seeking a highly motivated and organized individual to support our financial services operations. The successful candidate will possess excellent communication skills, a strong work ethic, and the ability to work independently with minimal supervision.
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Financial Operations Manager
2 weeks ago
St Louis, Missouri, United States MSCCN Full timeJob Description: We are seeking an experienced Financial Administrative Specialist to join our team at MSCCN in Overland, Missouri. The successful candidate will be responsible for examining and certifying vouchers for payment, establishing internal controls systems, and preparing fiscal reports. This role requires a strong understanding of financial...
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Financial Operations Specialist
1 week ago
St Louis, Missouri, United States Barry-Wehmiller Companies Inc Full timeJob SummaryWe are seeking a highly skilled Financial Operations Specialist to join our team at Barry-Wehmiller Companies Inc.About the CompanyBarry-Wehmiller is a leading global supplier of engineering consulting and manufacturing technology for various industries. With a strong focus on people-centric leadership, we have become a $3 billion organization...
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Financial Services Support Specialist
3 days ago
St Louis, Missouri, United States Stifel Financial Full timeAs a Client Service Associate at Stifel Financial, you will play a vital role in supporting our financial advisors and providing exceptional service to our clients. With a salary range of $55,000 to $75,000 per year, this opportunity offers a competitive compensation package and the chance to grow your career in a dynamic industry.Your primary...
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Financial Modeling Specialist
5 days ago
St Louis, Missouri, United States SPECTRUM Full timeJob OverviewWe are seeking a highly skilled Financial Modeling Specialist to join our team. The successful candidate will be responsible for conducting quantitative analyses of information that impacts budgets, operating expenses, and other financial projects.About the Role:Short and long-term financial planning and analysis of business operationsMeasure and...
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Financial Operations Coordinator
2 weeks ago
St Louis, Missouri, United States Best-One Tire & Service Full time**About Best-One Tire & Service**">We are a leading provider of tire and service solutions, committed to delivering exceptional customer experiences. As a Billing and Accounting Specialist, you will play a vital role in ensuring seamless financial operations at our on-site location.">**Job Summary**">We are seeking a highly organized and detail-oriented...
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Senior Financial Operations Manager
4 weeks ago
St Louis, Missouri, United States KIPP St. Louis Public Schools Full timeJob SummaryThis Finance & Contract Management Specialist position is a key role in supporting the finance and operations functions at KIPP St. Louis Public Schools.About UsKIPP St. Louis is a public charter school system serving over 2,600 students and growing to educate nearly 3,600 students and hundreds of alumni. Our mission is to create joyful,...
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Financial Reporting Specialist
5 days ago
St Louis, Missouri, United States Massie, Fudemberg, Goldberg LLC Full timeJob Title: Financial Reporting SpecialistEstimated Salary: $60,000 - $85,000 per yearWe are looking for a skilled Financial Reporting Specialist to join our team at Massie, Fudemberg, Goldberg LLC. In this role, you will be responsible for preparing financial statements, including balance sheets, income statements, and cash flow statements.Your key...
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Financial Data Specialist
4 weeks ago
St Louis, Missouri, United States Cogent Infotech Corp Full timeCogent Infotech CorpJob Opportunity: Financial Data SpecialistWe are seeking a highly skilled Financial Data Specialist to join our team at Cogent Infotech Corp.About the RoleThis is a full-time opportunity for a motivated professional to work in a remote setting with occasional local presence. As a Financial Data Specialist, you will be responsible for data...
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Financial Data Specialist
1 week ago
St Louis, Missouri, United States The Salvation Army USA Central Territory Full timeJob Title: Financial Data SpecialistThe Salvation Army USA Central Territory is seeking a highly skilled Financial Data Specialist to join our team on a temporary full-time basis. The successful candidate will be responsible for accurate processing, coding, and recording of invoices, reimbursement requests, and cash receipts.With a strong background in...
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Director of Financial Operations
6 days ago
St Louis, Missouri, United States Amerifleet Transportation, Inc. Full timeAbout the RoleAt Amerifleet Transportation, Inc. culture is everything. We want people to want to work here. We have weekly huddles to hear from our team on how we can improve. And guess what? We act on your ideasThe Director of Financial Operations will lead the design, implementation, and optimization of financial processes across the organization. This...
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Financial Reporting Specialist
4 days ago
St Louis, Missouri, United States SPECTRUM Full timeCompany OverviewSpectrum is a leading telecommunications company serving nearly 32 million customers across 41 states in the United States. We offer a wide range of services, including Spectrum Internet, TV, mobile, and voice.As a Financial Reporting Specialist at Spectrum, you will play a crucial role in preparing and analyzing financial reports for...
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Financial Reporting Specialist
3 days ago
St Louis, Missouri, United States BizzyCar, Inc. Full timeJob DescriptionWe are seeking a highly skilled Financial Reporting Specialist to join our team at BizzyCar, Inc. in St Louis, MO. The ideal candidate will have 3-5 years of accounting experience and a strong background in financial analysis.The estimated salary for this position is $70,000 - $90,000 per year, depending on experience.Key...