Financial Services Support Specialist
6 days ago
**Job Summary:**
We are seeking a highly motivated and detail-oriented Financial Services Support Specialist to join our team at NWCUA. As a key member of our operations team, you will be responsible for providing exceptional service to our members and ensuring the smooth operation of our fiduciary services.
**Responsibilities:**
- Provide expert guidance and support to staff on fiduciary services, including complex situations, while maintaining a high level of customer service.
- Contribute to a collaborative and dynamic team environment by sharing knowledge and best practices.
- Assist in completing various tasks within operations as needed, including data entry, record-keeping, and reporting.
- Stay up-to-date on industry developments and regulatory changes to ensure compliance and operational efficiency.
- Collaborate with cross-functional teams to identify and implement process improvements.
**Requirements:**
- High school graduate or equivalent required.
- Experience with fiduciary services, individual retirement accounts, and health savings accounts preferred.
- Strong analytical and problem-solving skills, with the ability to work independently and as part of a team.
- Excellent communication and interpersonal skills, with the ability to effectively interact with staff, members, and external partners.
- Ability to maintain confidentiality and handle sensitive information with discretion.
-
Financial Services Professional
1 day ago
Portland, Oregon, United States LPL Financial Full timeFinancial Advisor OpportunityAbout the RoleLPL Financial, a leading provider of investment services, is partnering with Alliant Credit Union to offer a unique opportunity for a Financial Advisor to join their team. As a Financial Advisor associated with LPL Financial, you will be part of a dynamic team that supports the local community with a comprehensive...
-
Financial Services Representative
2 weeks ago
Portland, Oregon, United States LPL Financial Full timePosition Overview:As a Financial Advisor with LPL Financial, you will be part of a dynamic team at Alliant Credit Union, dedicated to providing comprehensive financial solutions to our members. This role offers a unique opportunity to leverage the credit union's extensive referral network and member base to build a successful practice.Key Responsibilities:-...
-
Financial Services Professional
1 week ago
Portland, Oregon, United States LPL Financial Full timeUnlock a World of Opportunities in Financial ServicesAbout the RoleLPL Financial collaborates with credit unions to provide a wide range of financial services to their clients. This exceptional opportunity at Alliant Credit Union in the Pacific Northwest invites you to become part of the Investment Program team as a Financial Advisor linked with LPL...
-
Customer Support Specialist I
2 weeks ago
Portland, Oregon, United States StanCorp Financial Group Full timePosition OverviewThe Customer Support Specialist I plays a crucial role in addressing inquiries from our Contact Center. This position involves delivering personalized and precise information to our members, ensuring a seamless experience with StanCorp Financial Group.Key ResponsibilitiesEngagement: Actively respond to member inquiries, fostering a positive...
-
Mortgage Loan Officer
4 days ago
Portland, Oregon, United States PNC Financial Services Group Full timeJob SummaryPNC Financial Services Group is seeking a highly skilled Mortgage Loan Officer to join our team. As a Mortgage Loan Officer, you will be responsible for recommending loan solutions to clients, managing customer relationships, and collaborating with internal and external stakeholders to complete mortgage transactions.Key ResponsibilitiesLoan...
-
Client Support Specialist
2 weeks ago
Portland, Oregon, United States Cetera Financial Group Full timePosition Overview:This role is designed to assist Financial Professionals (Registered Representatives) in managing their daily investment operations while improving the overall customer service experience.This position may support up to three Financial Professionals.Key Responsibilities:Collaborate directly with Registered Representatives to prepare and...
-
Senior Financial Professional
1 week ago
Portland, Oregon, United States Creative Financial Staffing Full timeTransformative Opportunity in Financial LeadershipWe are a dynamic staffing agency, Creative Financial Staffing, seeking a seasoned Senior Accountant to spearhead our financial operations. As a key member of our team, you will play a pivotal role in driving our growth and shaping our financial future.Key Responsibilities:Financial Visionary: Oversee our...
-
Financial Project Specialist
2 weeks ago
Portland, Oregon, United States MWH Full timeMWH Constructors is seeking a dedicated Financial Project Specialist to enhance their financial team.The Financial Project Specialist will play a crucial role in evaluating financial metrics, overseeing project budgets, and ensuring precise financial documentation. The successful candidate will possess exceptional organizational abilities, meticulous...
-
Customer Support Specialist I
2 weeks ago
Portland, Oregon, United States StanCorp Financial Group Full timePosition OverviewThe Customer Support Specialist I plays a crucial role in addressing inquiries within the Contact Center. This position is dedicated to providing personalized assistance and delivering precise information to our valued members.Key ResponsibilitiesEngage with members to enhance their experience with our services.Clarify and promote...
-
Financial Service Advisor
2 weeks ago
Portland, Oregon, United States Androscoggin Bank Full timePosition OverviewAs a vital member of our team, the Client Relations Associate plays a crucial role in delivering exceptional service to both individual and business clients. This position is integral to the success of Androscoggin Bank, a company dedicated to fostering community growth and financial well-being.Key ResponsibilitiesEngage with clients to...
-
Project Financial Specialist
2 weeks ago
Portland, Oregon, United States VanderHouwen Full timeProject Financial SpecialistOur esteemed client in the sustainability sector is in search of a skilled Project Financial Specialist to enhance their operations. This role presents an exceptional opportunity for individuals eager to contribute to a forward-thinking organization committed to innovation and impactful solutions.Key ResponsibilitiesManage...
-
Financial Services Advisor
2 weeks ago
Portland, Oregon, United States AbleLight Full timeMake a meaningful impact at AbleLight At AbleLight, we envision a world where individuals with developmental disabilities can reach their fullest potential. We are at the forefront of providing transformative services that enable those we support to flourish. Currently, we are in search of a Financial Services Advisor (Financial Life Specialist). In this...
-
Administrative Support Specialist
2 weeks ago
Portland, Oregon, United States A.C. Moate Industries, Inc. Full timeJob OverviewSalary: $ A.C. Moate Industries, Inc. is a prominent organization committed to providing exceptional Parking Lot Maintenance services. We value our innovative teams and dedication to quality. We are currently seeking a diligent and detail-focused Administrative Support Specialist with expertise in job costing to enhance our operations.Position...
-
Administrative Support Specialist
2 weeks ago
Portland, Oregon, United States A.C. Moate Industries, Inc. Full timeJob OverviewSalary: $ A.C. Moate Industries, Inc. is a prominent organization focused on providing exceptional Parking Lot Maintenance services. We are committed to fostering a dynamic work environment characterized by innovation and excellence. We are currently seeking a diligent and detail-oriented Administrative Support Specialist with expertise in job...
-
Security Specialist
2 months ago
Portland, Oregon, United States Security Industry Specialist Full timeAbout this position:Department: Retail Location (City/State): Portland, OREmployment Type: Full timeAbout us:Security Industry Specialists, Inc. (SIS) provides security solutions to some of the most recognized companies and brands in the world. We deliver services that consistently exceed those of our peers. We accomplish this through innovation, constant...
-
Financial Compliance Specialist
2 weeks ago
Portland, Oregon, United States Rylem Consulting Full timeFinancial Compliance SpecialistThis role is pivotal in overseeing a comprehensive array of accounting functions, encompassing both routine tasks and specialized projects, while ensuring adherence to financial regulations and contributing significantly to the financial operations of Rylem Consulting.Key responsibilities include generating financial...
-
Financial Aid Program Specialist
2 weeks ago
Portland, Oregon, United States Oregon Health & Science University Full timePosition OverviewThe Financial Aid Program Specialist plays a crucial role in the administration of various student financial assistance programs, including federal, state, and private funding sources.Key ResponsibilitiesEvaluate and process student financial aid applications in accordance with established policies and regulations.Interpret and apply...
-
Customer Service Specialist I
2 weeks ago
Portland, Oregon, United States StanCorp Financial Group Full timeAbout StanCorp Financial GroupAt StanCorp Financial Group, we prioritize our clients and their needs. Our ongoing achievements are fueled by a culture of high performance. We seek individuals who are collaborative, responsible, innovative, adaptable, and passionate about making a positive impact both within the organization and in the communities we...
-
Accounting Services Specialist
2 weeks ago
Portland, Oregon, United States CV Resources Full timeAbout the Role:CV Resources is collaborating with an innovative and rapidly growing organization in the construction sector, looking for a dedicated and detail-oriented Accounting Services Specialist to enhance their financial team.Key Responsibilities:As a vital member of our finance team, you will:1. Manage and process financial information critical to our...
-
Financial Analysis Specialist
2 weeks ago
Portland, Oregon, United States augmentjobs Full timeJob OverviewThe Financial Analysis Specialist plays a crucial role in delivering thorough financial assessments and support to uphold the organization's fiscal integrity and strategic objectives. This position entails generating comprehensive reports, scrutinizing financial data, and aiding in the budgeting and forecasting initiatives. The ideal candidate...