Financial Specialist

Job OverviewThompson Financial Group is seeking a skilled Wealth Manager to join our financial planning team in Baltimore. As a key member of our team, you will be responsible for overseeing client funds, handling investment and insurance transactions, and managing client requests.Key ResponsibilitiesProcess applications for IRAs, brokerage accounts, and...

Job Title: Senior CRIA Financial AdvisorJob Summary:We are seeking a seasoned CRIA Financial Advisor to join our team at Thompson Financial Group. As a Senior CRIA Financial Advisor, you will be responsible for providing comprehensive financial planning and advisory services to our clients.Key Responsibilities:• Prospect and network to cultivate a book of...

Unlock Your Potential as a Financial AdvisorAt Thompson Financial Group, we're seeking a skilled and experienced financial advisor to join our team. As a financial advisor with our firm, you'll have the opportunity to work with a wide range of clients, providing customized solutions to meet their unique needs.Key Responsibilities:Prospect and network to...

As a key member of the Thompson Financial Group team, you will play a vital role in overseeing client funds, handling investment and insurance transactions, and managing client requests. This role requires a strong command of technology, excellent organizational skills, and the ability to work under pressure to meet deadlines.Responsibilities:Process...

About the OpportunityCreative Financial Staffing is partnering with a client in the property management industry to hire a Portfolio/Property Accountant on a contract or contract-to-hire basis.The company is located in a high-rise building in Baltimore city and boasts a diverse and well-rounded team that enjoys working together and participating in...

The American Sugar Refining company is seeking a highly skilled Financial Operations Specialist to join its Refinery Finance team. The ideal candidate will have a strong background in finance and accounting, with a minimum of 4 years of experience in a similar role.The Financial Operations Specialist will be responsible for assisting with month-end close,...

Job DescriptionLaw Offices Of Steven Heisler LLC seeks a highly skilled Financial Management Specialist to manage all financial aspects of the firm. Key responsibilities include:-Managing accounts payable and accounts receivable functions-Depositing and issuing checks from escrow and operating accounts daily-Paying costs for client files-Managing bills and...

Job OverviewPatrice & Associates is seeking a highly skilled Financial Operations Specialist to support the financial operations of our Interior Design firm in Downtown Baltimore. The ideal candidate will have an accounting or business degree with a good understanding of accounting concepts, including accounts receivable, accounts payable, and bank...

Job OverviewRussell Tobin is seeking a skilled Financial Operations Specialist to join our team. The ideal candidate will have a strong background in accounting, finance, or a related field, with advanced spreadsheet skills and a keen eye for detail.The successful candidate will be responsible for conducting cost analysis, determining financial status, and...

Company OverviewLenmar Consulting is a leading provider of financial services, and we are seeking a highly skilled Financial Operations Specialist to join our team. As a key member of our lending operations department, you will be responsible for the onboarding and ongoing support of our Liquidity Access Line Lending product.Key ResponsibilitiesReview and...

Job DescriptionAt Patrice & Associates, we are seeking an experienced Financial Operations Specialist to support the financial operations of our Interior Design firm in Downtown Baltimore. The ideal candidate will have a strong understanding of accounting concepts, including accounts receivable, accounts payable, and bank reconciliations, with a minimum of 3...

We are seeking a NetSuite Financial Systems Specialist for The BayTech Group, a mission-driven organization serving our local community. This role serves as a bridge between finance and IT, ensuring accurate financial data and the efficient use of NetSuite for reporting and accounting processes.Key Responsibilities:Configure and maintain the NetSuite ERP to...

Job DescriptionAs a Disability Insurance Sales Specialist at Thompson Financial Group, you will play a crucial role in helping our clients achieve their financial goals. We are seeking a highly motivated and experienced professional to join our team and contribute to our mission of providing comprehensive financial planning and risk management solutions.Key...

**Job Summary:**The Accounts Payable Specialist at Millennial Management performs a variety of financial, administrative, and clerical support work in Baltimore, Maryland. Their role is to process payments, control expenses by receiving payments, and verify and reconcile invoices.**Responsibilities:**Process payments and control expenses by receiving,...

Job Title: Loan Processor SpecialistAt Dominion Financial Services Inc, we are seeking a detail-oriented Loan Processor Specialist to join our growing team. As a Loan Processor Specialist, you will be responsible for processing loans from set-up to closing in an organized and timely manner. This includes coordinating mortgage settlements with borrowers,...

Job Summary: We are seeking a highly skilled Financial Specialist to join our team at LifeBridge Health. The successful candidate will be responsible for assisting in growing national and international clinical care services within the Rubin Institute.Key Responsibilities:Assist in growing national and international clinical care services within the Rubin...

Job Summary:At JobRialto, we are seeking a highly skilled Financial Operations Specialist to join our team. As a key member of our finance department, you will be responsible for reviewing and identifying cash receipt discrepancies across multiple business lines and legal entities. Your attention to detail and analytical skills will ensure that cash is...

Job SummaryThe Staff Specialist - Financial Management position is responsible for overseeing the billing process within the Office of Administrative Services, ensuring accurate and timely payment of non-public tuition and associated charges. This role also involves working closely with the Finance Office to manage, track, and report expenditures for special...

Investment Specialist OpportunityThompson Financial Group is seeking a seasoned investment specialist to join our team. As a key member of our wealth management team, you will be responsible for promoting investment products, collaborating with advisors, and nurturing your own book of business.Responsibilities:Develop and implement investment strategies for...

Job SummaryOneMain Financial is seeking a highly skilled Senior Model Risk Management Specialist to join our team. As a key member of our Model Governance and Oversight function, you will be responsible for providing hands-on model governance oversight in the development of new models or modifications to existing models used across the customer credit...