Financial Services Assistant

Join Our Team:Experior Financial Group is seeking an experienced Insurance Sales professional to join our team. As an Insurance Sales professional with our company, you will play a vital role in helping our clients achieve their financial goals.Your key responsibilities will include conducting needs analyses, shopping for products and services, and...

Job OverviewWe are a rapidly growing Registered Investment Advisory (RIA) firm seeking an experienced Financial Services Assistant. Located in Williamsville, NY, our team is dedicated to delivering exceptional client service. As a key member of our team, you will be responsible for handling client calls, preparing and processing paperwork, troubleshooting...

We are seeking a Financial Services Representative to join our team. As a part time banking professional, you will be responsible for performing banking related transactions and maintaining transactional records.About the RoleThis is a unique opportunity to work in a dynamic environment where you will have the chance to interact with customers and provide...

Job OverviewWe are a rapidly growing Registered Investment Advisory (RIA) firm located in Williamsville, NY. Our team is dedicated to providing exceptional service to our clients.Responsibilities:Handle client inquiries and provide support via phone and email.Prepare and process various documents and paperwork.Troubleshoot and resolve client issues in a...

Job DescriptionThis Financial Services Processor role requires an individual to work in a Hybrid environment, handling loan processing tasks, communicating with stakeholders, and ensuring adherence to mortgage regulations.Main Responsibilities- Coordinate loan processing activities, maintaining open communication with customers, brokers, and internal teams.-...

Key ResponsibilitiesThis Sr. Relationship Manager will be responsible for:Initiating, maintaining and building existing and new dealer commercial client relationshipsProspecting and marketing to potential clients to grow revenueAnalyzing client financial data to identify opportunities for growthDeveloping and implementing strategies to meet revenue...

About the Role:This Business Development Director position is an exciting opportunity for a highly skilled and experienced professional to join our team at Disability Solutions. As a key member of our management team, you will be responsible for driving business growth, managing teams, and delivering exceptional client experiences.Key Responsibilities:Manage...

About Our Company: The Dyal Agency is a US-based firm in the insurance industry, dedicated to empowering individuals to achieve their financial goals while enjoying the freedom and flexibility they deserve.About the Role: We're seeking a highly motivated and results-oriented individual to join our team as a Remote Sales & Leadership Coach. This role is ideal...

We are seeking an experienced Senior Banker to join our team in Buffalo, NY. As a Senior Banker, you will be responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists.

Job SummaryWe are seeking a highly skilled Financial Analyst to join our team at ProNexus, LLC. As a Financial Analyst, you will be responsible for leading the budget management of various grant awards and contracted services. Your primary duties will include reviewing and preparing financial data that conform to GAAP and funding reporting requirements,...

Job Title: Senior Financial AdministratorThe Buffalo Public Schools is seeking a highly skilled and detail-oriented Senior Financial Administrator to join our team. In this role, you will be responsible for maintaining accurate financial records, preparing complex financial reports, and providing exceptional customer service.Key Responsibilities:Maintain...

Insurance Sales RepresentativeWe are seeking a skilled and motivated individual to represent our insurance products.This opportunity is ideal for individuals with strong communication skills, able to effectively close sales using a consultative approach.The successful candidate will be licensed in Life Insurance and possess experience in group presentations...

About the Role:We are seeking a highly skilled Financial Planning Expert to join our team at ProNexus, LLC. As a key member of our accounting department, you will be responsible for leading the budget management of various grant awards and contracted services.The ideal candidate will have a strong background in financial planning, budgeting, and accounting...

Job Title: Financial Analyst">About Evergreen Health:Evergreen Health is a leading healthcare provider that values collaborative, down-to-earth individuals and encourages self-expression. Our diverse workforce allows us to provide culturally competent care to everyone in our community.Job Description:The Financial Analyst is responsible for day-to-day...

Overview">Computer Task Group, Inc is seeking to fill a Banking Services Operations Associate IV role in Amherst, NY.">Job Summary">We are looking for an experienced Banking Services Operations Associate IV to join our team. As a key member of our operations department, you will be responsible for performing skilled clerical duties that require moderate to...

Job OverviewWe are seeking an experienced Financial Reporting Analyst to join our team at The McGuire Group Inc.This role is based in New York and offers a competitive salary of $60,000 - $70,000 per annum, depending on experience.About the RoleThe successful candidate will be responsible for providing financial analysis and reporting to support business...

Job DescriptionWe are seeking a highly experienced Controller of Financial Affairs to join our team at Mobile Healthcare Partners Inc. As a key member of our finance team, you will be responsible for directing the company's financial operations, ensuring financial stability and profitability.About Our CompanyMobile Healthcare Partners Inc is a leading...

Job DescriptionOWM Integrative Wellness is seeking an Operations and Financial Manager to join our team. In this role, you will be responsible for managing the day-to-day financial operations of the practice, including overseeing accounts receivable (AR) and payable (AP), payroll, and supporting financial analytics. You will work closely with leadership to...

About JettisonJettison is a forward-thinking organization that seeks a highly skilled Financial Technology Manager to oversee its financial systems.Salary Range: $95,000 - $125,000 per yearJob Description:We require a skilled Financial Technology Manager to lead our team and ensure the smooth operation of our financial systems. The ideal candidate will have...

Computer Task Group, Inc is hiring a Financial Data Processor to join our team!In this role, you will be responsible for reviewing and processing financial data, verifying its accuracy, and ensuring it aligns with accounting records. You will also assist in preparing financial reports and maintaining accounting documentation.We are looking for an experienced...