Financial Services Coordinator
3 weeks ago
The accounting clerk will play a vital role in managing all incoming and outgoing payments with precision. Key responsibilities include:
- Process and record payments via check, ACH, wire transfer, and online payments using QuickBooks.
- Accurately apply payments to client accounts and invoices.
- Create credit memos and issue refunds as necessary.
- Maintain detailed and accurate records of all payments received and applied.
- Manage IOLTA Trust Accounts for clients, ensuring compliance with legal regulations.
You will also be responsible for coordinating with internal teams, providing feedback on invoices when necessary, and assisting with special projects and financial reports.
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Financial Services Coordinator
3 weeks ago
Houston, Texas, United States Clayton Services Full timeAccounting Specialist PositionClayton Services is a thriving company in Northwest Houston seeking an Accounting Specialist to join its team. The successful candidate will be responsible for accounts payable and receivables, ensuring timely payment of bills and accurate financial records.Key Responsibilities:Manage accounts payable for multiple entities and...
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Financial Services Representative
3 weeks ago
Houston, Texas, United States Clark Financial Services Full timeAbout the RoleAs a representative of Clarks Financial Services, you will be responsible for helping American families secure their financial futures through our range of products, including mortgage protection, term life insurance, and debt elimination programs. This 100% remote position offers flexibility and autonomy, with opportunities for advancement and...
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Financial Services Career Opportunity
3 weeks ago
Houston, Texas, United States Clark Financial Services Full timeUnlock Your Earning Potential as a Financial Services Career OpportunityAre you looking for a career that offers flexibility, autonomy, and unlimited earning potential? Look no further! As a Financial Services Career Opportunity, you will have the chance to work from home and provide mortgage protection coverage to homeowners, offering various financial...
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Financial Services Associate
2 weeks ago
Houston, Texas, United States Stellantis Financial Services US Full timeJob DescriptionStellantis Financial Services US seeks a highly skilled Financial Services Associate to join our team. As a Financial Services Associate, you will be responsible for processing vehicle loan contracts to ensure accuracy and completeness prior to funding. This involves reviewing and verifying submitted contracts, inspecting loan package...
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Financial Services Coordinator
3 weeks ago
Houston, Texas, United States Texas First Bank . Insurance Full timeJob Title: Financial Services CoordinatorThe Texas First Bank is seeking a highly skilled and detail-oriented Financial Services Coordinator to join their team. In this role, you will be responsible for ensuring compliance with BSA/AML regulations and policies. The ideal candidate will have a minimum of two years of experience in retail banking or one year...
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Financial Services Coordinator
3 weeks ago
Houston, Texas, United States Harris County Federal Credit Union Full timeJob OverviewHarris County Federal Credit Union is a leading provider of financial solutions in Harris County, serving over 70 years. We are committed to delivering affordable loans with reasonable interest rates to all County employees.We are currently seeking a Financial Services Coordinator to join our team, responsible for delivering high-quality customer...
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Financial Services Coordinator
2 weeks ago
Houston, Texas, United States IASIS Healthcare Full timeWe are seeking a highly skilled Financial Services Coordinator to join our team at IASIS Healthcare. In this role, you will provide critical support to our Business Office staff, ensuring the accuracy and efficiency of our financial processes.About the Job:Performs various administrative tasks to support the Business Office staff, including data entry,...
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Financial Services Coordinator
2 weeks ago
Houston, Texas, United States FIRST SERVICE CREDIT UNION Full timeAbout the Role:The Financial Services Coordinator is responsible for maintaining the financial health of our branch facilities, ensuring accurate cash handling and reconciliation processes. This role requires strong organizational skills, attention to detail, and a passion for delivering exceptional member service.Key Responsibilities:Maintain vault and ATM...
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Financial Services Coordinator
3 weeks ago
Houston, Texas, United States TPI Staffing, Inc Full timeJob OverviewTPI Staffing, Inc. is seeking a highly skilled Financial Services Coordinator to join our team.Key Responsibilities:Process and manage incoming invoices through the accounting system or via email.Manually key invoices into the system for timely payment.Prepare invoices for payment, ensuring bills are paid on time.Required Skills:Minimum one-year...
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Financial Services Representative
2 weeks ago
Houston, Texas, United States OneMain Financial Full timeWe are seeking a highly motivated Financial Services Representative to join our team at OneMain Financial. In this role, you will have the opportunity to work with customers to provide them with the financial solutions they need to achieve their goals.About the JobAs a Financial Services Representative, you will be responsible for delivering results related...
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Financial Services Consultant
2 weeks ago
Houston, Texas, United States Strategic Financial Group Full timeTake your first step towards a fulfilling career in financial services with Strategic Financial Group. Our Entry-Level Financial Advisor position offers a dynamic and supportive environment where you can grow professionally and make a meaningful impact on clients' lives.About the RoleWe are seeking a highly motivated and results-driven individual to join our...
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Financial Services Agent Role
3 weeks ago
Houston, Texas, United States Smart Financial Full timeAbout the RoleWe are seeking a skilled Financial Services Agent to join our team at Smart Financial Credit Union. This role requires a strong understanding of financial services and exceptional customer service skills.The ideal candidate will have a minimum of one year up to three years of similar or related experience, including preparatory experience, and...
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Financial Services Consultant
3 weeks ago
Houston, Texas, United States Heritage Financial Investment Full timeHeritage Financial Investment is seeking experienced Business Development Associates to join our team of Financial Services Consultants. As a Sales Representative, you will work with clients to identify their financial needs and provide personalized solutions.Key responsibilities include identifying new business opportunities, building relationships with...
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Student Financial Services Coordinator
2 weeks ago
Houston, Texas, United States CHCP Healthcare and Educational Services LLC Full timeJoin Our TeamWe are seeking an experienced Fiscal Operations Specialist to join our team at CHCP Healthcare and Educational Services LLC. This is a unique opportunity to make a difference in the lives of students by ensuring compliance with regulatory requirements and providing excellent customer service.Responsibilities:- Process all drawdowns within the G5...
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IT Project Coordinator
4 days ago
Houston, Texas, United States Provident IT Partners Full timeRequirements and QualificationsTo be successful in this role as an IT Project Coordinator - Financial Services, you will need a Bachelor's degree in Finance, Accounting, Engineering, Economics, or a related IT field, along with 1-4 years of relevant work experience in the applicable industry. You should have strong client-facing skills, ability to work with...
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Financial Services Coordinator
3 weeks ago
Houston, Texas, United States Daniel Lottinger - State Farm Agent Full timeInsurance and Financial Services RoleWe are looking for a results-driven sales professional to join our growing team in Houston, TX. As an Insurance and Financial Services representative, you will play a critical role in helping our clients achieve their financial goals.Your key responsibilities will include building strong relationships with clients,...
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Financial Services Consultant
2 weeks ago
Houston, Texas, United States Faction Financial Full timeAbout Faction FinancialWe're a leading insurance company built with one purpose: to create an organization that truly prioritizes the needs and feedback of its insurance professionals. With decades of combined experience in the industry, we've heard the demand for greater transparency, ethical practices, and high-quality lead generation. We designed our...
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Financial Services Representative
4 days ago
Houston, Texas, United States Heritage Financial Investment Full timeJob DescriptionAs a Financial Services Representative at Heritage Financial Investment, you will play a key role in driving sales growth and revenue through effective business development and client relationship-building.Key Responsibilities:Build and maintain strong relationships with existing and new clientsDevelop and execute sales strategies to meet...
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Financial Services Representative
3 weeks ago
Houston, Texas, United States Napoli Financial Full timeAbout the RoleWe are looking for an experienced sales professional to work with our clients, providing personalized advice and solutions to meet their financial goals. As a Life Insurance Sales Representative, you will have the opportunity to earn an average commission of $500 per sale and enjoy a range of benefits.
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Financial Services Consultant
3 weeks ago
Houston, Texas, United States Strategic Financial Group Full timeCompany OverviewStrategic Financial Group is an esteemed financial planning entity under the expansive umbrella of MassMutual, a Fortune 100 trailblazer.We champion financial independence, future preparedness, and community impact since 1851. Our foundation is a mutual company that not only understands but prioritizes the value of our clients and their...