Financial Services Specialist
3 days ago
**Job Description:**
We are seeking a skilled Financial Services Specialist to join our team in supporting the development and implementation of strategies to further develop and enhance existing client relationships.
Responsibilities include tracking client actions, attending client review meetings, executing on the team service model, and managing aspects of the client relationship process.
Required skills and qualifications include Series 7, 63/65 or 66 registration, SAFE ACT Registration, and obtaining at least one firm-approved designation.
**Salary:** $50,000.00 - $90,000.00 annualized salary, with formulaic incentive eligibility.
**Benefits:** This role is benefits-eligible, offering industry-leading benefits, access to paid time off, resources, and support for employees to make a genuine impact.
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Lead Financial Specialist
5 days ago
New York, New York, United States Phaxis - Financial Services Full timeJob OverviewPhaxis - Financial Services is seeking a highly skilled Lead Financial Specialist to join our team.The ideal candidate will have experience in financial management and be able to work effectively in a fast-paced environment.About the RoleWe are looking for a talented individual to take on the responsibilities of preparing monthly & year-end...
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Chief Financial Operations Specialist
3 weeks ago
New York, New York, United States Phaxis - Financial Services Full timeJob DescriptionPhaxis - Financial Services seeks an experienced Chief Financial Operations Specialist to support the financial operations team. This role involves assisting with month-end close procedures, booking journal entries, and investigating variances in financial data.The ideal candidate will have strong analytical skills and be able to prepare and...
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Financial Services Professional
2 weeks ago
New York, New York, United States Phaxis - Financial Services Full timeJob TitleAccounts Payable SpecialistAbout UsWe are Phaxis - Financial Services, a leading financial services provider dedicated to delivering exceptional accounting solutions.Compensation PackageThe estimated salary for this role is $50,000 - $70,000 per annum, depending on location and experience.Job DescriptionKey ResponsibilitiesAccurate entry of purchase...
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Financial Services Billing Specialist
5 days ago
New York, New York, United States Phaxis - Financial Services Full timeJob DescriptionWe are seeking a skilled Billing Coordinator to join our team at Phaxis - Financial Services.The ideal candidate will have experience with ebilling using various vendor websites and be able to ensure billing compliance. Additionally, the successful applicant will be responsible for generating pre-bills drafts on a monthly basis.Key...
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Financial Services Associate
2 weeks ago
New York, New York, United States Primerica Financial Services Full timeJob OverviewWe are seeking a motivated and detail-oriented Financial Services Associate to join our team at Primerica Financial Services.
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New York, New York, United States Halcyon Financial Technology Full timeJob OverviewWe are seeking a seasoned IT Support Specialist to join our team at Halcyon Financial Technology, L.P. Based in New York, NY, this is an onsite role that requires exceptional problem-solving skills and the ability to work effectively under pressure.
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Financial Services Accountant Professional
4 weeks ago
New York, New York, United States Phaxis - Financial Services Full timeAbout Phaxis - Financial ServicesWe are a leading financial services company looking for an experienced Senior Accountant to join our team.
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Financial Services Coordinator
3 weeks ago
New York, New York, United States Phaxis - Financial Services Full timeAt Phaxis - Financial Services, we are seeking a skilled Billing Coordinator to join our team.The ideal candidate will have experience with ebilling using various vendor websites, ensuring billing compliance, and researching billing issues.Key responsibilities include generating pre-bills drafts monthly, utilizing ebilling platforms, and preparing complex...
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Financial Sales Specialist
2 weeks ago
New York, New York, United States Phaxis - Financial Services Full timeCompany OverviewPhaxis - Financial Services is a leading organization dedicated to providing exceptional financial solutions. Our mission is to empower individuals and businesses to achieve their goals through innovative and tailored approaches.
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Financial Services Professional
2 weeks ago
New York, New York, United States Phaxis - Financial Services Full timePhaxis - Financial Services is seeking a skilled Staff Accountant to join our team.Job DescriptionWe are looking for an experienced professional to assist with monthly, quarterly and year-end close processes.The ideal candidate will have expertise in preparing bank reconciliations and journal entries, as well as assisting with budgets and...
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Conversion Specialist II
3 weeks ago
New York, New York, United States Fidelity Information Services Full timeAbout the Role:Fidelity Information Services is seeking an experienced Conversion Specialist II to join our team in Jacksonville, Florida. As a key member of our implementation conversion team, you will work closely with clients to ensure a seamless transition of their financial services operations to our platform.Key Responsibilities:* Conduct thorough data...
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Financial Planning and Analysis Specialist
3 weeks ago
New York, New York, United States Phaxis - Financial Services Full timeJob SummaryWe are seeking a skilled Accounting and Financial Reporting professional to join our team at Phaxis - Financial Services.Key Responsibilities:Assist with monthly, quarterly, and year-end close processes.Prepare accurate bank reconciliations and journal entries.Support the development and maintenance of budgets and forecasts.Contribute to variance...
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Financial Operations Specialist
3 weeks ago
New York, New York, United States Creative Financial Staffing Full timeWe are working with a prominent nonprofit organization seeking a Financial Operations Specialist to join their team. This stable nonprofit has been helping over 35,000 New Yorkers yearly for over 40 years with various services including housing, meals, legal support, and palliative care.About the RoleThis is a hybrid position located in Midtown, Manhattan,...
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Strategic Financial Grants Specialist
3 weeks ago
New York, New York, United States Creative Financial Staffing Full timeAbout the OpportunityCreative Financial Staffing is working with a prominent non-profit organization seeking a Strategic Financial Grants Specialist.Company OverviewThe organization has a strong focus on community, education, family support, and health. They have a mid-size accounting team with clear growth opportunities.
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Lead Financial Operations Specialist
2 weeks ago
New York, New York, United States Creative Financial Staffing Full timeUnlock Your Potential in Financial OperationsCreative Financial Staffing is partnering with a leading global law firm that operates in 48 offices across 29 countries. Renowned for its expertise in English and U.S. law, this firm serves the world's most dynamic markets with unmatched insight and seamless client delivery.This firm is committed to providing...
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Financial Reporting Specialist in Queens, NY
2 weeks ago
New York, New York, United States Creative Financial Staffing Full timeCreative Financial Staffing is working with a global construction and development company based in New York seeking a skilled Financial Reporting Specialist. This role offers a competitive salary of approximately $85,000 to $110,000 per year.The ideal candidate will have a strong background in accounting, with a degree in Accounting and at least 5 years of...
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Financial Services Advocate
3 days ago
New York, New York, United States Voya Financial Full timeJoin Our TeamWe are seeking a talented Financial Services Advocate to join our team at Voya Financial. In this role, you will play a critical part in delivering exceptional customer service to participants in employer-sponsored retirement plans.About the RoleThe Financial Services Advocate will be responsible for responding to participant inquiries,...
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Lead Financial Operations Specialist
3 weeks ago
New York, New York, United States Creative Financial Staffing Full timeOverviewCreative Financial Staffing is a well-established staffing firm with a stable presence nationwide and globally in Israel.We are consistently ranked among the top charities by independent evaluators and have a collaborative team environment that supports growth and success.Job DescriptionWe seek an experienced Lead Financial Operations Specialist to...
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Chief Financial Reporting Specialist
2 weeks ago
New York, New York, United States Creative Financial Staffing Full timeJob DescriptionWe are seeking a skilled Chief Financial Reporting Specialist to join our finance team at Creative Financial Staffing. This role is perfect for a dedicated individual who is passionate about maintaining financial integrity and supporting our mission through accurate financial reporting and compliance.About the RolePrepare and oversee financial...
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Financial Services Specialist
3 days ago
New York, New York, United States Fidelity Information Services Full timeRequired Skills and QualificationsThe successful candidate should have:10+ years of experience in Java Microservices/Angular DeveloperStrong knowledge of Hibernate and Spring FrameworkVery strong skills in writing complex SQL queriesGood knowledge of JavaScript/JQuery and AngularJS frameworkThe added bonus if you have knowledge of FIS' products and services,...