Financial Services Specialist

Job OverviewPhaxis - Financial Services seeks a skilled Financial Operations Specialist to support our accounting and payroll functions.Key responsibilities include:Preparing and processing monthly and year-end journal entriesPreparing and processing payments and wire transfersPreparing documents for expense settlementsAssisting with budgeting and financial...

Unlock Your Potential as a Financial ProfessionalTake your career to new heights at Prudential FinancialWe are seeking a highly motivated and analytical individual to join our team in our Empire City Financial Group firm. As a Financial Professional, you will work closely with a team of experienced Financial Advisors to help clients achieve their financial...

Unlock Your Potential with Century Consulting ServicesAre you ready to make a real impact and elevate your career in the financial services industry?We specialize in debt relief, empowering clients to break free from high-interest loans and credit card debt, transforming their financial futures.Why Choose Us?Enjoy the best of both worlds with our hybrid...

About the RoleWe are seeking a highly motivated and results-driven Financial Planning Specialist to join our team at Equitable Advisors. As a Financial Planning Specialist, you will be responsible for helping our clients achieve their financial goals and secure their financial well-being.Key ResponsibilitiesDevelop and implement customized financial plans...

Key ResponsibilitiesAs a key member of the Phaxis - Financial Services team, you will be responsible for creating weekly billing statements and maintaining claims for government and external agencies.Additionally, you will generate reports, assist with journal entries and general ledger management, and provide support for financial reporting and statement...

Financial Advisor Career OpportunityWe are seeking a highly motivated and detail-oriented Associate Financial Advisor to join our team at Ameriprise Financial Services, LLC. As a key member of our financial services team, you will be responsible for building relationships with clients, developing comprehensive financial plans, and implementing portfolio...

About the RoleWe are seeking a highly motivated and results-driven Financial Planning Specialist to join our team at Equitable Advisors. As a Financial Planning Specialist, you will be responsible for helping our clients achieve their financial goals and secure their financial well-being.Key ResponsibilitiesDevelop and implement customized financial plans...

Job OverviewPhaxis - Financial Services is seeking a highly skilled Grant Accountant to join our team.The successful candidate will be responsible for creating weekly billing, preparing and maintaining claims for government and outside agencies, generating reports, and assisting with journal entries and general ledger.Additionally, the Grant Accountant will...

About the RoleWe are seeking a highly motivated and results-driven Financial Planning Specialist to join our team at Equitable Advisors. As a Financial Planning Specialist, you will be responsible for helping our clients achieve their financial goals and secure their financial well-being.Key ResponsibilitiesDevelop and implement customized financial plans...

Associate Financial AdvisorWe are seeking a highly motivated and detail-oriented Associate Financial Advisor to join our team at Ameriprise Financial Services, LLC. As an Associate Financial Advisor, you will play a critical role in building relationships with clients and providing personalized financial advice and recommendations.Key...

Financial Operations SpecialistAbout the CompanyStable nonprofit organization with a strong reputationCollaborative team environment with opportunities for growthHybrid schedule in Midtown Manhattan with excellent benefitsFinancial Operations Specialist ResponsibilitiesManage cash applications and post daily receiptsHandle collections and receivables calls...

Job OverviewWe are seeking a highly motivated and experienced professional to join our team at Phaxis - Financial Services as a Registered Representative.The ideal candidate will have a strong background in sales and event management, with a proven track record of developing and conducting successful sales functions and events.Key Responsibilities:Develop...

About the RoleWe are seeking a highly motivated and results-driven Financial Planning Specialist to join our team at Equitable Advisors. As a Financial Planning Specialist, you will be responsible for helping our clients achieve their financial goals and secure their financial well-being.Key ResponsibilitiesDevelop and implement customized financial plans...

Financial Services Transformation LeaderAlvarez & Marsal's Financial Services Industry Group partners with financial services firms and private investors to drive results, create value, and unlock business opportunities at every stage of their growth strategies. Through deals, disruption, and distress solutions, we join forces with clients to catalyze growth...

Job OverviewWe are seeking an experienced insurance agent and financial services specialist to join our team at PrecisionHire Systems. As a key member of our team, you will be responsible for providing exceptional financial and insurance services to our clients, leveraging your expertise to empower them to achieve their financial goals and secure their...

Job DescriptionWe pride ourselves on delivering exceptional financial and insurance services to our clients. With a strong focus on integrity, innovation, and personalized solutions, we aim to empower our clients to achieve their financial goals and secure their future.Position: Experienced Insurance Agent & Financial Services SpecialistJob Type:...

Job DescriptionAt Phaxis - Financial Services, we are seeking a skilled Billing and Compliance Coordinator to join our team.The ideal candidate will have experience with ebilling and vendor websites, as well as a strong understanding of billing compliance.Responsibilities include:Generating pre-bill drafts on a monthly basisUtilizing ebilling systems to...

Job SummaryWe are seeking a highly organized and detail-oriented Financial Services Associate to join our team at Stifel Financial. As a key member of our client services team, you will be responsible for providing exceptional support to our financial advisors and clients.Key ResponsibilitiesAssist financial advisors with opening and maintaining client...

About the RoleWe are seeking a highly motivated and results-driven Financial Planning Specialist to join our team at Equitable Advisors. As a Financial Planning Specialist, you will be responsible for helping our clients achieve their financial goals and secure their financial well-being.Key ResponsibilitiesDevelop and implement customized financial plans...

About the OpportunityCreative Financial Staffing is seeking a highly skilled Financial Operations Specialist to join our team. As an Accounts Receivable and Payable Coordinator, you will play a critical role in ensuring the smooth operation of our financial processes.Key Responsibilities:Accounts Receivable: Process and post cash receipts, and assist in...