Financial Services Coordinator Position
3 weeks ago
Job Responsibilities:
The Treasury Management Specialist I is responsible for providing administrative support to the VP of Treasury Management, including answering questions and solving problems for business members, coordinating and assisting with documentation on business services requests, and maintaining department files. Additionally, the successful candidate will assist new members in understanding the account opening process, identify potential problems with information received from members, and coordinate with the necessary party to resolve the issues or missing information.
Requirements:
- Bachelor's degree in Business Administration or related field
- 1-3 years of experience in financial services or a related industry
- Excellent communication and problem-solving skills
- Ability to multitask and work efficiently in a fast-paced environment
Working Conditions:
This is a full-time position, working Monday through Friday, 8:00 am to 5:00 pm. The ideal candidate will be comfortable working in a dynamic office environment and be willing to adapt to changing priorities and deadlines.
-
Financial Planning Coordinator
3 weeks ago
Traverse City, Michigan, United States Hantz Group Full timeJob OverviewHantz Group is a Michigan-based financial company that offers a comprehensive range of services to individuals and businesses. With over $11B+ in assets under management, 20+ offices, and more than 600 employees, we strive to deliver exceptional results for our clients.As a Financial Planning Assistant, you will be part of a collaborative team...
-
Financial Statement Coordinator
3 weeks ago
Traverse City, Michigan, United States Household Staffing Full timeKey ResponsibilitiesThe successful candidate will be responsible for:Creating accurate monthly bank reconciliations for each accountPreparing budgets and coordinating with accountants and auditorsGenerating monthly and annual financial statementsDigital archiving of bank statements and appropriate paperworkPosting financials to WordPressCommunicating with...
-
Financial Services Associate
4 days ago
Kent City, Michigan, United States ChoiceOne Financial Services Full time**Overview:**At ChoiceOne Financial Services, we value our customers and strive to provide them with exceptional service. As a Financial Services Associate, you will play a vital role in delivering this promise by providing accurate and efficient transaction processing, answering customer inquiries, and promoting banking products and services.**Key...
-
Financial Services Associate
2 days ago
Traverse City, Michigan, United States Hantz Group Full timeWe are a growing organization with multiple offices throughout Michigan and northern Ohio. As a Tax Associate, you will have the opportunity to work in a collaborative environment with a team of professionals who are experts in their specific disciplines.About Hantz GroupHantz Group is a financial company that provides a range of services to individuals and...
-
Financial Services Professional
4 days ago
Traverse City, Michigan, United States American Senior Benefits Full timeUnlock Your Career PotentialJoin Modern District Financial as a Financial Services Professional and take the first step towards a rewarding career. Our organization is built on a foundation of excellence, innovation, and customer satisfaction.About UsWith over 75 years of experience in the industry, we have established ourselves as one of the leading...
-
Financial Services Intern
3 weeks ago
Traverse City, Michigan, United States Hantz Group Full timeJob SummaryHantz Group is a leading financial services company that provides expert tax planning and preparation services to individuals and businesses. We are seeking a highly skilled and motivated Tax Services Intern to join our team in Michigan.The successful candidate will have a strong understanding of tax laws and regulations and be able to analyze...
-
Financial Operations Coordinator
3 weeks ago
Traverse City, Michigan, United States Traverse Tax and Accounting Full timeJob OverviewWe are looking for a dedicated Tax Accountant to support our firm's financial operations. In this role, you will maintain tax and accounting controls, prepare and recommend policies and procedures, and provide accurate tax preparation during tax season.Key responsibilities include supporting external clients through audits, fostering a culture of...
-
Financial Services Professional
4 weeks ago
Traverse City, Michigan, United States 4Front Credit Union Full timeAbout the Role: We are seeking a highly skilled Financial Services Professional to join our team at 4Front Credit Union. As a Treasury Management Specialist I, you will provide support and assistance to the VP of Treasury Management, business members, and staff.
-
Financial Services Professional
3 weeks ago
Traverse City, Michigan, United States American Senior Benefits Full timeJob DescriptionThis role involves learning the sales process, making appointments with prospective clients, helping clients select financial products, and providing stellar customer service. As a team member, you will also have opportunities to learn valuable leadership skills and assist with training and development of sales teams.
-
Financial Services Relationship Manager
16 hours ago
Traverse City, Michigan, United States Nicolet National Bank Full timeJob OverviewNicolet National Bank is a community-focused financial institution dedicated to providing exceptional banking services to local businesses. As a key member of our team, the Treasury Management Relationship Manager plays a crucial role in developing and maintaining strong relationships with business clients, promoting treasury management products...
-
Financial Analyst Professional
3 weeks ago
Traverse City, Michigan, United States Household Staffing Full timeJob Title:Financial Reporting Specialist">About the Role:">We are seeking a skilled Financial Reporting Specialist to join our team at Household Staffing. The ideal candidate will have strong analytical and communication skills, with the ability to create accurate financial reports and maintain relationships with clients. Key responsibilities include...
-
Financial Service Professional
5 days ago
Traverse City, Michigan, United States Huntington National Bank Full timeCompany OverviewHuntington National Bank is a leading financial institution committed to delivering exceptional customer experiences and providing innovative banking solutions.
-
Service Dispatcher Coordinator
3 weeks ago
Traverse City, Michigan, United States Crown Equipment Full timeJob SummaryCrown Equipment Corporation is seeking a skilled Service Dispatcher Coordinator to join our team in Traverse City, MI. As a key member of our customer support team, you will play a vital role in providing seamless service to our clients.Estimated Salary: $50,000 - $70,000 per annum, based on experience.About the PositionThe successful candidate...
-
Service Dispatcher Coordinator
3 weeks ago
Traverse City, Michigan, United States Crown Equipment Full timeService Dispatcher CoordinatorCrown Equipment Corporation is a global leader in the material handling industry. We are seeking an organized and detail-oriented Service Dispatcher Coordinator to join our team in Traverse City, MI.Key Responsibilities:Coordinate with Service Technicians to dispatch to customer locationsProcess incoming calls and respond to...
-
Social Services Coordinator
3 weeks ago
Traverse City, Michigan, United States Pace North Full timeAbout PACE NorthWe began serving the elderly in 2019 and our service model is so popular it's growing quickly. As a Social Services Coordinator at Pace North, you will play a key role in helping us continue to provide exceptional care and support to our participants.You will be responsible for assessing the needs of our participants, developing personalized...
-
Customer Service Coordinator
4 weeks ago
Traverse City, Michigan, United States Crown Equipment Full timeJob Title: Customer Service CoordinatorWe are seeking a skilled Customer Service Coordinator to join our team at Crown Equipment Corporation.About the Role:This is an exciting opportunity to work in a dynamic environment, providing exceptional customer service and support to both internal and external customers.The ideal candidate will have excellent...
-
Commercial Services Coordinator
4 weeks ago
Traverse City, Michigan, United States 4Front Credit Union Full timeKey Responsibilities: Your key responsibilities will include answering questions and solving problems for business members, coordinating and assisting with documentation on business services requests, maintaining department files, completing required report reviews, and maintaining report history for audit purposes.
-
Recovery Service Manager
6 days ago
Traverse City, Michigan, United States Addiction Treatment Services Full timeJob DescriptionThe Integrated Health Navigator is a vital role within our mobile unit at Addiction Treatment Services. As a key member of our team, you will work closely with clients to identify their personal interests, goals, strengths, and areas for growth related to their recovery.About the JobThis position involves coordinating all aspects of care for...
-
Care Coordinator Specialist
2 days ago
Traverse City, Michigan, United States Addiction Treatment Services Full timeJob OverviewAddiction Treatment Services seeks a highly skilled and compassionate Care Coordinator Specialist to join our team. This critical role plays a vital part in ensuring seamless coordination and delivery of essential services to individuals struggling with substance use disorders.In collaboration with the Mobile Recovery Medical Care Coordinator and...
-
Customer Service Coordinator
4 weeks ago
Traverse City, Michigan, United States Crown Equipment Full time**About the Role:**We are seeking a skilled Customer Service Coordinator to join our team in Traverse City, MI. As a key member of our support staff, you will be responsible for providing exceptional customer service to our clients and internal teams.**Responsibilities:*** Respond to incoming calls and emails from customers and technicians** Dispatch...