Financial Services Specialist

About the PositionWe are a holistic financial services firm catering to retired and nearly retired clientele, offering investment, tax, income, insurance, health, survivor, and estate planning services. We seek an experienced Client Service Specialist to join our team.Job Description:The successful candidate will be responsible for ensuring all client...

Job OverviewWe are seeking a skilled Accounting Assistant to join our team on a temporary basis. This 6-month position will require 20-30 hours of on-site work per week in West Chester, PA.About the RoleThe ideal candidate will possess knowledge of AIA and construction billing, with experience in Sage 300 or similar construction software highly preferred....

Job DescriptionWe are seeking an experienced Accounting Specialist to join our team. As a key member of our organization, you will be responsible for classifying, analyzing, and reporting financial data for state and federal grants.Process payments and receipts for goods and services, and record them in the appropriate accounts.Verify contractor invoices for...

Role SummaryWe are seeking an experienced Client Service Specialist to ensure timely and effective resolution of client service issues. As a key member of our team, you will be responsible for handling customer inquiries and requests, opening accounts, moving money, tracking multiple projects simultaneously, documenting customer records, and developing best...

Job OverviewWe are a boutique financial services firm catering to retired and nearly retired clientele. Our ideal candidate will have series 65 and major lines insurance licensing or be willing/able to secure them within the first year.Our team is unique in our approach, providing holistic financial services including investment, tax, income, insurance,...

About the Senior Accountant Role:">As a key member of our client's team, you will be responsible for day-to-day accounting activities, including assist with weekly cash forecasts and KPI reporting. You will also work on month-end close, including account reconciliation, and maintain fixed asset data, property tax, and sales tax.Award-winning Financial...

Job SummaryThe Financial Operations Manager will oversee all aspects of the company's accounting operations, ensuring financial accuracy and providing key financial insights to support strategic decision-making.Key Responsibilities:Financial Reporting & Analysis:Produce periodic financial reports (monthly, quarterly)Analyze financial data, identify trends,...

Liberty Personnel Services, Inc. is a national presence with a diverse client base offering a wide range of job opportunities.We are currently seeking a skilled Senior Accountant to join our team in Chester County, where you will be responsible for managing financial operations and ensuring the accuracy of our clients' financial reports.Salary: $85-95k per...

About the RoleThis position involves working with individuals and families who are retired or preparing for retirement. The successful candidate will have strong problem-solving skills, excellent interpersonal communication skills, and an ability to teach and communicate complex financial concepts.We are a teaching-focused organization, willing to train the...

Job SummaryChord Specialty Dental Partners is seeking a highly motivated and organized Billing Assistant to join our team. This full-time role involves managing patient accounts, ensuring timely and accurate insurance claims processing, and following up with past due accounts.ResponsibilitiesProcess and manage patient payments, including credit card...

Job OverviewWe are seeking a highly skilled Automotive Service Specialist to join our team at Scott Honda Of West Chester. As a key member of our service department, you will be responsible for performing high-quality automotive maintenance and repairs on our used vehicle inventory.

Job Title: Plumbing SpecialistWe are looking for a skilled plumbing specialist to join our team at Craft Mechanical Services, LLC.This role involves working on various commercial plumbing projects, including office renovations, restaurant setups, and building maintenance.We require a well-rounded individual with a couple of years of experience in the trade....

Job Title:Plumbing SpecialistAbout the Role:We are seeking a highly skilled and experienced plumbing specialist to join our team at Craft Mechanical Services, LLC. As a commercial plumbing professional, you will be responsible for performing a variety of tasks including installation, maintenance, and repair of plumbing systems in office buildings,...

About the JobWe are seeking an experienced Towing Services Specialist to join our team at Rob's Automotive and Collision in Chester. As a key member of our team, you will play a crucial role in providing exceptional customer service and ensuring the smooth operation of our towing services.The successful candidate will have a minimum of 3 years' experience in...

Job OverviewHome Hvac Services is seeking an experienced HVAC Installation and Maintenance Specialist to join our team.

About the RoleSTP Management Corporation Inc. is seeking an experienced Fund Services Specialist to lead our business development efforts. As a key member of our team, you will be responsible for developing and executing strategic plans to drive growth and revenue.This is an excellent opportunity for a seasoned professional looking to take their career to...

Job OverviewWe are seeking a skilled and compassionate Caregiver Specialist - Service Coordination to join our team at B' Home HomeCare LLC.

We are seeking a highly skilled Wine Service Specialist to join our team at Turks Head Wines. As a key member of our front-of-house team, you will be responsible for providing exceptional customer service and creating a warm, welcoming atmosphere for every guest who visits our tasting room.The ideal candidate will have experience in customer-facing roles,...

Company Overview:">Citadel Federal Credit Union is a leading financial institution dedicated to providing exceptional service to its members. Our Wealth Management team is expanding, and we are seeking highly skilled Senior Financial Advisors who can deliver tailored financial plans to our valued clients.About the Role:">This senior-level position involves...

Job Title: Financial Clerk IIIJoin us at the County of Chester as a skilled and detail-oriented Financial Clerk III. This exciting opportunity offers a competitive salary and comprehensive benefits package.About UsThe County of Chester is a dynamic organization dedicated to providing exceptional public services to our community. As a member of our team, you...