Financial Services Specialist

6 days ago

Dublin, Ohio, United States Associa Full time
Job Description

Associa is seeking a highly skilled Client Accounting Specialist to join our team in Dublin, Ohio. As a Client Accounting Specialist, you will work in a fast-paced centralized accounting services environment, providing financial services to community associations.

What We Offer

Associa provides a competitive benefits package to our full-time employees, including medical, dental, and vision insurance, 401k, disability insurance, and support with wellness and development initiatives.

How You Will Make an Impact

The Client Accounting Specialist will contribute to the company's growth by:

  • Assisting with in-office tasks, such as processing checks, sorting, coding, and filling out AR income forms.
  • Reviewing and approving monthly financial statements for various clients and answering questions from Community Association Managers (CAMs) or Board Members regarding financial statements.
  • Managing the transition of new clients, including communicating internally about new clients, setting up bank accounts, closing bank accounts, processing new and updated signature cards, and budget entry.
  • Overseeing and requesting AP AR corrections, bank reconciliation, journal entries, and account adjustments.
  • Managing recurring charges, such as homeowner assessments, parking, and storage.
Requirements

To be successful in this role, you will need:

  • Proficiency in Microsoft Office (Word, Excel, Outlook) and GAAP.
  • Experience in General Ledger Accounting.
  • Experience with AP and AR transaction processes.
  • Experience in budget implementation.
  • Ability to attend in-person or virtual board meetings as needed.
  • Able to interpret verbal and/or written instructions at a proficient level.
  • Able to communicate effectively and professionally on phone, email, and in-person.
About Associa

With more than 300 branch offices across North America, Associa is building the future of community for more than 7.5 million residents worldwide. Our 15,000+ team members lead the industry with unrivaled education, expertise, and trailblazing innovation. For more than 45 years, Associa has brought positive impact and meaningful value to communities. To learn more, visit

  • Financial Reconciliation Specialist

    6 days ago

    Dublin, Ohio, United States Creative Financial Staffing Full time

    About the RoleCreative Financial Staffing is seeking a skilled Reconciliation Specialist to join our team. As a Reconciliation Specialist, you will play a crucial role in ensuring the accuracy and integrity of our clients' investment portfolios.Key ResponsibilitiesReconcile and identify discrepancies in investment reports and client portfoliosRun monthly and...

  • Financial Services Specialist

    4 weeks ago

    Dublin, Ohio, United States Golden Reserve LLC Full time

    About Golden Reserve LLCGolden Reserve LLC is a leading financial services company that is redefining the way people approach financial planning. We are a dynamic and innovative organization that is committed to providing exceptional client service and support.Job SummaryWe are seeking an experienced Financial Services Specialist to join our team. As a...

  • Financial Recovery Specialist

    2 weeks ago

    Dublin, Ohio, United States Creative Financial Staffing Full time

    Collections Specialist OpportunityJoin Creative Financial Staffing, a leading international company in the industry, as we undergo explosive growth and seek a skilled Collections Specialist to join our team.About the CompanyWe offer a laid-back work environment, friendly coworkers, and a supportive management team. Our employees appreciate the opportunity...

  • Financial Services Specialist

    3 weeks ago

    Dublin, Ohio, United States Associa Full time

    Job DescriptionAssocia is seeking a skilled Client Accounting Specialist to join our team in Dublin, Ohio. As a Client Accounting Specialist, you will work in a fast-paced centralized accounting services environment, providing financial services to community associations.What We OfferAssocia provides a competitive benefits package to our full-time employees,...

  • Financial Paraplanner/Client Service Specialist

    2 weeks ago

    Dublin, Ohio, United States Golden Reserve LLC Full time

    {"title": "Client Services Specialist", "subtitle": "Join Golden Reserve LLC", "content": "At Golden Reserve LLC, we are seeking an experienced Client Services Specialist to join our team in Dublin, Ohio. This is a unique opportunity to work in a fast-paced environment where you will be responsible for managing our entire back-end client sales process,...

  • Financial Operations Specialist

    3 weeks ago

    Dublin, Ohio, United States Creative Financial Staffing Full time

    {"title": "Accounts Receivable/Accounts Payable Clerk", "description": "Financial ExcellenceAs a key member of our team, you will play a vital role in ensuring our financial success. Your contributions will directly impact our company's growth and stability.Personal TouchJoin a team that values meaningful relationships with its customers. You'll be part of...

  • Financial Services Representative

    2 weeks ago

    Dublin, Ohio, United States Dawson Full time

    Job Title: Client Services SpecialistAbout the Role:We are seeking a highly skilled Client Services Specialist to join our team at Dawson. As a key member of our wealth management team, you will be responsible for managing client investment accounts and providing exceptional service to our clients.Key Responsibilities:Manage all aspects of client investment...

  • Financial Services Representative

    2 weeks ago

    Dublin, Ohio, United States Dawson Full time

    Job OpportunityWe are seeking a highly skilled and dedicated professional to join our team as a Client Services Specialist at Dawson. This is a permanent opportunity with a competitive hourly rate of $20.00-$25.00.Key Responsibilities:Manage client investment accounts and financial portfoliosAttend client meetings and provide regular communicationSupport...

  • Financial Services Representative

    7 days ago

    Dublin, Ohio, United States Dawson Full time

    Job OpportunityWe are seeking a highly skilled and dedicated professional to join our team at Dawson as a Client Services Specialist.Job SummaryThe successful candidate will be responsible for managing all aspects of client investment accounts and overall financial picture, attending client meetings, and communicating regularly with clients. Additionally,...

  • Senior Financial Analyst

    3 weeks ago

    Dublin, Ohio, United States Creative Financial Staffing Full time

    About the RoleWe are seeking a highly skilled Senior Accountant to join our team at Creative Financial Staffing. As a Senior Accountant, you will play a key role in providing financial analysis and support to our clients.ResponsibilitiesPerform financial analysis and reporting to support business decisionsDevelop and maintain financial models and...

  • Senior Payroll Specialist

    2 weeks ago

    Dublin, Ohio, United States Creative Financial Staffing Full time

    Senior Payroll SpecialistOur client, a leading financial services company, is seeking a highly skilled Senior Payroll Specialist to join their Payroll team. This role will report to the Payroll Manager and will be responsible for ensuring the accuracy and timeliness of payroll processing for 500+ multi-state employees.Key Responsibilities:Backup payroll...

  • Senior Financial Analyst

    2 weeks ago

    Dublin, Ohio, United States Creative Financial Staffing Full time

    Senior Accountant Job DescriptionCreative Financial Staffing is seeking a highly skilled Senior Accountant to join our client's accounting department in Columbus, Ohio.Key Responsibilities:Manage all functions within general accounting, including journal entries and bank reconciliationsConduct analysis projects for P&L and balance sheet analysisProvide...

  • Help Desk Support Specialist

    2 weeks ago

    Dublin, Ohio, United States Creative Financial Staffing Full time

    About the CompanyCreative Financial Staffing is a leading provider of innovative solutions for businesses. Our team is dedicated to delivering exceptional customer service and support.About the RoleWe are seeking a highly skilled Help Desk Technician to join our team. As a Help Desk Technician, you will be responsible for providing tier 1 support to all...

  • Financial Services Representative

    3 weeks ago

    Dublin, Ohio, United States Fifth Third Full time

    Job SummaryFifth Third Bank is seeking a highly motivated and customer-focused Personal Banker Associate I to join our team in Dublin, Ohio. As a key member of our Financial Center, you will be responsible for providing exceptional customer service, building relationships, and driving sales growth through the consultative sales process.Key...

  • Reconciliation Expert

    2 weeks ago

    Dublin, Ohio, United States Creative Financial Staffing Full time

    Reconciliations SpecialistWe are seeking a skilled Reconciliations Specialist to join our team at Creative Financial Staffing. As a Reconciliations Specialist, you will play a crucial role in ensuring the accuracy and integrity of our clients' financial data.About the RoleThe Reconciliations Specialist will be responsible for reconciling and identifying...

  • Financial Services Representative

    2 weeks ago

    Dublin, Ohio, United States Dawson Full time

    Job OverviewDawson is seeking a highly skilled Financial Services Representative to join our team. As a key member of our client service team, you will be responsible for managing all aspects of client investment accounts and providing exceptional service to our clients.Key ResponsibilitiesManage client investment accounts, including portfolio management and...

  • Reconciliation Expert

    2 weeks ago

    Dublin, Ohio, United States Creative Financial Staffing Full time

    Reconciliations SpecialistWe are seeking a skilled Reconciliations Specialist to join our team at Creative Financial Staffing. As a Reconciliations Specialist, you will play a critical role in ensuring the accuracy and integrity of our clients' financial data.About the RoleThe Reconciliations Specialist will be responsible for reconciling and identifying...

  • Reconciliation Expert

    2 weeks ago

    Dublin, Ohio, United States Creative Financial Staffing Full time

    {"h1": "Reconciliations Specialist Role", "p": "Local investment company seeks support for a Reconciliations Specialist to assist with department reconciliations. This role is ideal for individuals with a keen eye for detail and experience in reconciliations.", "ul": [{"li": "Assist with reconciling and identifying discrepancies"}, {"li": "Run monthly and...

  • Financial Services Manager

    4 weeks ago

    Dublin, Ohio, United States SS&C Full time

    Job SummaryWe are seeking a highly skilled Financial Services Manager to join our team at SS&C. As a key member of our Hedge Fund Accounting team, you will be responsible for ensuring the timely and accurate delivery of financial reports to our clients.Key ResponsibilitiesReconcile fund positions and securities to outside sourcesPrepare and deliver daily,...

  • Financial Operations Specialist

    2 weeks ago

    Dublin, Ohio, United States W.W. Williams Company Full time

    Job SummaryW.W. Williams Company is seeking a highly skilled Assistant Controller to assist the Corporate Controller in all facets of accounting and treasury functions. As a key member of the accounting team, you will be responsible for ensuring the timeliness and accuracy of financial statements, supervising the preparation of budgets and forecasts, and...