Financial Services Coordinator
1 week ago
Oppenheimer & Co. Inc., a leading middle-market investment bank and full service broker-dealer, is seeking a skilled Registered Client Service Associate to join our Branch office team in Florida. With a rich history dating back to 1881, the Company engages in various financial services activities, including securities brokerage, institutional sales, and trading.
The ideal candidate will possess strong administrative skills, excellent communication abilities, and a proactive mindset to anticipate business needs. This role involves servicing clients, marketing, scheduling meetings, managing databases, and providing general organizational support. The successful candidate will also assume ad hoc responsibility for project-oriented tasks and handle confidential information with discretion.
Key Responsibilities:
- Provide administrative support, including document creation, maintenance, and editing, as well as calendar management and coordination of meetings.
- Manage databases and interact with clients to provide exceptional service.
- Offer backup support to other teams and within the branch.
- Perform ad hoc duties and work on special projects as necessary.
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Strategic Business Operations Coordinator
7 days ago
Boca Raton, Florida, United States TCB Pay Financial Services Full timeWelcome to TCB Pay Financial Services, the premier payment solutions provider for businesses across various industries. Whether you're an e-commerce leader, a retail giant, or an on-the-go business, we offer tailored payment solutions to help you succeed.At TCB Pay Financial Services, we prioritize making payments seamless, convenient, and secure for...
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Financial Coordinator Specialist
7 days ago
Boca Raton, Florida, United States Global Channel Management Full timeJob Title: Financial Coordinator SpecialistAbout the Role:We are seeking a highly skilled and experienced Financial Coordinator Specialist to join our team at Global Channel Management. In this role, you will be responsible for coordinating financial activities, including accounts payable, vendor management, and data entry.Key Responsibilities:Answering...
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Financial Tax Specialist
5 days ago
Boca Raton, Florida, United States Alpina Financial Consultants Full timeJob DescriptionWe are seeking a knowledgeable Financial Tax Specialist to join Alpina Financial Consultants. In this role, you will prepare clients tax filings and advise them on strategies to maximize savings and make sound financial decisions.The ideal candidate is detail-oriented, highly organized, and has a strong understanding of tax laws and best...
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Senior Financial Analyst
4 days ago
Boca Raton, Florida, United States Creative Financial Staffing Full timeFinancial Expertise Sought for Growth-Driven OrganizationWe are a dynamic company with a strong presence in the industry, dedicated to providing top-notch financial services. Our growth has led to an exciting opportunity for a Staff Accountant to join our team.About the RolePurpose: Prepare accurate and timely financial statements for multiple entities,...
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Financial Services Representative
5 days ago
Boca Raton, Florida, United States First Horizon Bank Full timeJob Description:The Universal Banker is a vital role within our banking center, requiring a versatile and flexible individual who can excel in a fast-paced environment. As a key member of our team, you will be responsible for providing exceptional customer service, processing financial transactions, and working closely with clients to open and manage their...
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Boca Raton, Florida, United States Mary Brown - State Farm Agent Full timeOverviewWe are seeking a dynamic and motivated professional to join our team as an Insurance and Financial Services Representative.
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Financial Services Sales Professional
1 week ago
Boca Raton, Florida, United States SNI Companies Full timeAbout SNI Companies">SNI Companies is a leading financial services company based in West Palm Beach County, seeking an experienced Account Executive to join their team.Compensation Package">The selected candidate can expect a competitive base salary of $$75,000 per year, complemented by a comprehensive commission plan that rewards outstanding performance.Key...
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Financial Services Professional
5 days ago
Boca Raton, Florida, United States Peterson Agency Full timeUnlock Your Earning PotentialRanked #9 on Forbes.com's '25 Companies Hiring The Most High-Paying Jobs In 2024', and listed on INC's 'Top 5000 Fastest Growing Companies' for six years in a row, we have a proven system and are hiring motivated individuals across the country.Flexible Schedule / PT or FTWork from ANYWHERE / Fully RemoteWork FOR Yourself, but not...
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Commercial Building Services Coordinator
1 week ago
Boca Raton, Florida, United States TamCare Services Full timeOverviewTamCare Services is a reputable company providing comprehensive Green Clean Building Services to commercial properties in various counties, including Palm Beach, Dade, Broward, Martin, Orange, and Brevard. Our team is dedicated to delivering exceptional results, ensuring a healthy and clean environment for our clients.
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Financial Operations Coordinator
7 days ago
Boca Raton, Florida, United States Global Channel Management Full timeAbout the role at Global Channel Management: Accounts Payable CoordinatorThis position requires a strong background in accounts payable with experience in invoice processing, data entry, and customer support. Key qualifications include proficiency in multiple AP systems, ability to process 6000+ keystrokes per hour with high accuracy, and excellent...
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Patient Service Coordinator
7 days ago
Boca Raton, Florida, United States MDVIP Full timeJob OverviewWe are seeking a Patient Service Coordinator to support our growing team at MDVIP.
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Financial Reporting Manager
5 days ago
Boca Raton, Florida, United States Skylimit Systems Full timeAbout the RoleWe are seeking a detail-oriented Senior Accountant to manage financial reporting, month-end close, inventory accounting, and tax compliance for our supplement distribution company.Our ideal candidate will have strong accounting expertise, attention to detail, and the ability to collaborate across departments to ensure accurate financial...
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Administrative Services Coordinator
7 days ago
Boca Raton, Florida, United States Window Nation Full timeJob Summary:We are seeking a highly organized and detail-oriented Administrative Services Coordinator to join our team at Window Nation. As an Administrative Services Coordinator, you will play a critical role in supporting the growth and success of our organization.About Us:Window Nation is committed to providing exceptional customer service and promoting a...
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Boca Raton, Florida, United States INSPYR Solutions Full timeJob Title: Senior Business Intelligence Developer for Financial Services
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Social Services Coordinator
1 week ago
Boca Raton, Florida, United States Avante at Boca Raton, Inc. Full timeCompany Overview: Avante at Boca Raton, Inc. is a leading provider of skilled nursing and rehabilitation services.Salary: We offer an estimated annual salary of $60,000-$80,000, commensurate with experience.Job Description: The successful candidate will assist the Social Services department in providing medically-related social services to residents....
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Corporate Member Services Coordinator
7 days ago
Boca Raton, Florida, United States MDVIP LLC Full timeMDVIP LLC is dedicated to providing world-class healthcare services, and we're looking for a talented Corporate Member Services Coordinator to join our team in Boca Raton, FL. This exciting opportunity comes with a competitive salary of $50,000 - $60,000 per annum.As a Corporate Member Services Coordinator, you will play a critical role in supporting MDVIP's...
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Expert Financial Services Consultant
7 days ago
Boca Raton, Florida, United States RELX Full timeAbout the RoleThe Juris Professional Services Consultant is responsible for providing exceptional implementation and consulting services to Juris customers. This role can be performed anywhere within the United States.Key ResponsibilitiesEnsure successful software implementation experiences for clients across all of our products by learning our product suite...
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Boca Raton, Florida, United States Wyndy LLC Full timeJob SummaryThe Transportation Coordinator for Student Services will be responsible for ensuring safe and reliable transportation for students in Boca Raton, FL. This role involves operating school vehicles, maintaining cleanliness and safety standards, and adhering to established routes and schedules. As a member of our team, you will work closely with...
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Business Service Specialist
5 days ago
Boca Raton, Florida, United States Newtek One Full timeJob OverviewNewtekOne, a leading financial holding company, is seeking an experienced Business Service Specialist to join our team. As a key member of our Lending Division, you will play a crucial role in providing exceptional customer service to existing and potential lending customers.Your primary responsibility will be to assist loan applicants in...
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Financial Risk Mitigator
7 days ago
Boca Raton, Florida, United States Touchsuite Full timeJob Title: Financial Risk MitigatorCompany OverviewTouchSuite is a leading financial technology company that revolutionizes payment risk management in both eCommerce and card-present sectors. Our innovative products and services cater to the Business-to-Business market across the U.S. and Canada.We've been recognized eight times on Inc. Magazine's