Financial Operations Coordinator

Financial Planning CoordinatorThe Financial Planning Coordinator plays a critical role in facilitating effective communication and collaboration between the Firm's Financial Advisors, the Wealth Strategies Division's Financial Planning team, and the home office. This position is responsible for ensuring consistency and efficiency in the financial planning...

Alchemy Global Talent Solutions is seeking a highly organized and detail-oriented Financial Operations Coordinator to manage the company's billing processes, ensuring the accuracy of financial documents, and supporting office operations.The ideal candidate will be a proactive self-starter with excellent communication skills, capable of managing multiple...

Department: University Life Classification: Financial Services Specialist 1 Job Category: Classified Staff Job Type: Full-Time Work Schedule: Full-time (1.0 FTE, 40 hrs/wk) Location: Fairfax, VA Workplace Type: Hybrid Eligible Pay Band: 04 Salary: Salary range starting in the low $50k's; commensurate with education and experience ...

{"title": "Executive Assistant", "description": "Financial Advisor Assistant at Magellan Financial & Insurance Services, Inc.Location: Not specifiedJob Type: In-office positionAbout Us: Magellan Financial & Insurance Services, Inc. is a forward-thinking organization that empowers advisors and consistently delivers exceptional service to our clients.The Role:...

Operations Assistant RoleWe are seeking a highly organized and detail-oriented individual to join our team as an Operations Assistant. As a key member of our operations team, you will play a critical role in ensuring the smooth day-to-day operations of our office.Key Responsibilities:Provide exceptional support to the Director of Operations and other team...

Financial Reporting SupervisorFinancial Staffing LLC is seeking a highly skilled Financial Reporting Supervisor to join our team. As a key member of our accounting department, you will be responsible for coordinating and maintaining reliable financial reporting information on income, expenses, assets, liabilities, and capital.Key Responsibilities:Develop and...

About Monte Financial Group, LLCWe are a fee-only financial planning and investment advisory firm based in Connecticut, with a team of eleven operating across two business segments: Wealth Management and Asset Management. Our expanding team is looking for a Client Service Associate to join our Wealth Management division and contribute to our continued growth...

Company OverviewBaystate Financial is a renowned financial services firm with a rich history dating back to 1901. Headquartered in Boston, MA, and operating 16 offices throughout New England, we specialize in providing comprehensive financial solutions to individuals and businesses.Role SummaryThis is a full-time hybrid position for a Senior Financial...

Financial Reporting SupervisorJob Summary:We are seeking a highly skilled Financial Reporting Supervisor to join our team at Financial Staffing LLC. As a key member of our financial team, you will be responsible for coordinating and managing financial reporting activities, ensuring accurate and timely financial information is provided to stakeholders.Key...

Client Service ConciergeWe are seeking a highly skilled and experienced Client Service Concierge to join our team at Prudential Financial. As a key member of our staff, you will be responsible for providing exceptional service to our clients, ensuring their needs are met with professionalism and efficiency.Key Responsibilities:Provide first-class service to...

About Parallel FinancialParallel Financial is a dynamic and innovative financial services firm dedicated to delivering exceptional client experiences and fostering a culture of excellence. Our team is passionate about helping clients achieve their financial goals and making a positive impact in our community.Job SummaryWe are seeking a highly motivated and...

Client Service ConciergeWe are seeking a highly skilled and organized Client Service Concierge to join our team at Prudential Financial. As a key member of our staff, you will be responsible for providing exceptional service to our clients, ensuring their needs are met with professionalism and efficiency.Key Responsibilities:Provide first-class service to...

Financial Planning Department Overview The Commonwealth Financial Group is seeking a skilled Paraplanner to provide direct support to our financial advisors. This plan writing position involves client-facing responsibilities and requires a mastery of financial planning software. The ideal candidate will be able to identify and articulate client needs,...

Client Service ConciergeWe are seeking a highly skilled and detail-oriented Client Service Concierge to join our team at Curran Financial Partners in Charleston, SC. The ideal candidate will possess excellent client interaction skills, strong organizational abilities, and a passion for delivering exceptional customer service.Key Responsibilities:Provide warm...

Job SummaryWe are seeking a highly skilled and detail-oriented RIA Operations Specialist to join our team at Acorn Financial Services Inc. The successful candidate will be responsible for ensuring the smooth operation of our investment advisory platform, including quarterly advisory fee processing, trading and reporting, and developing and maintaining...

Financial Coordinator/HR Job DescriptionWe are seeking a highly skilled and detail-oriented Financial Coordinator/HR to join our team at Sandstone Healthcare Group. The successful candidate will play a key role in managing financial operations, including billing, collections, and financial reporting.Key Responsibilities:Oversee the billing process, ensuring...

Blacklock Financial is seeking a detail-oriented and analytical Cross-Functional Associate to join its team of experienced professionals. As a key member of the firm, you will have the opportunity to work on challenging and impactful projects, driving positive change and delivering measurable results for clients.Key Responsibilities:Transaction Analysis:...

We are currently assisting a customer in the Aerospace industry with a Controller search in Los Angeles, CA. The successful candidate will be responsible for overseeing the financial and accounting activities, including month-end close, general ledger maintenance, and financial audits for a manufacturing business. This individual will provide leadership to...

Job Title: Financial ControllerJob Type: Full-timeLocation: Troy, NYInvestM Technology LLC is seeking a highly skilled Financial Controller to join our team. As a key member of our finance department, you will be responsible for managing our financial operations, ensuring strong financial performance, and driving business growth.Key Responsibilities:•...

Job SummaryGEx Search is seeking a highly skilled Financial Operations Director to join our team. As a key member of our organization, you will be responsible for directing the finance function at a manufacturing facility, reporting to the Plant Manager with a strong dotted line to the Business Unit.Key ResponsibilitiesDirect the operation of Information...