Financial Services Assistant

Job OverviewPosition Summary:This role is situated within a financial services environment. The Financial Services Consultant will collaborate closely with Investment Advisors to facilitate investment transactions within the Investment Program. The primary objective will be to cater to a designated client demographic within the broader market.Key...

Job SummaryThe Financial Advisor Assistant plays a vital role in supporting our team of financial advisors. This position involves frequent client contact, managing external partners, and handling routine matters related to account administration and maintenance. The ideal candidate will have a client-first attitude, excellent communication skills, and the...

About the RoleWe are seeking a highly skilled and experienced Paraplanner to join our team at Advisor Employee Services. As a Paraplanner, you will play a critical role in supporting our financial advisors in delivering exceptional client service and implementing financial plans.Key ResponsibilitiesClient Service and SupportPrepare advisors for client...

ACCOUNTING SPECIALISTALTA IT Services is excited to present a direct hire opportunity for an Accounting Specialist to assist a healthcare-focused non-profit organization. The Accounting Specialist will be responsible for providing essential financial administrative support to the organization's affiliate. Key Responsibilities: Manage financial records and...

Through its relationship with CUSO Financial Services, LP (CFS), Coastal Federal Credit Union is seeking a Registered Financial Assistant to join the Coastal Wealth Management team in the Raleigh, NC area.Your impact:As a Registered Financial Assistant, you'll have the opportunity to use your detail orientation and strong organizational skills to provide...

Position Overview: Financial Services AnalystThe Financial Services Analyst is a pivotal role requiring over 5 years of expertise in the field.Key Qualifications:Minimum of 5 years of experience in Information Technology.Proven ability to negotiate agreements while ensuring compliance with standard terms and conditions aligned with the organization's risk...

ACCOUNTING SPECIALISTALTA IT Services is seeking a dedicated Accounting Specialist to provide essential financial support for a non-profit organization focused on healthcare initiatives. The Accounting Specialist will be responsible for: Delivering comprehensive accounting administrative assistance to the organization's affiliates.Ensuring accurate financial...

ACCOUNTING SPECIALISTALTA IT Services is seeking a dedicated Accounting Specialist to provide essential financial support for a healthcare-focused non-profit organization. The Accounting Specialist will be responsible for: Assisting in the management of financial records and transactions.Ensuring accuracy in billing and reconciliation processes.Supporting...

Job OverviewAs a Financial Services Consultant, you will play a crucial role in assisting clients in achieving their financial aspirations through effective insurance solutions. EMBARK ON A REWARDING CAREERChoose a path where you can positively impact others' lives while advancing your own career both personally and financially. INSURANCE SOLUTIONS WITH...

Job SummaryWe are seeking highly motivated and experienced professionals to join our team as Financial Advisory Services Specialists. As a key member of our team, you will be responsible for delivering exceptional financial advisory services to our members, helping them achieve their financial goals and objectives.Key ResponsibilitiesFinancial Planning and...

ALTA IT Services is currently in search of a skilled Financial Operations Specialist to support a non-profit organization. This full-time role encompasses delivering financial assistance to the client and their associated Accounting Firm. Candidates should possess a minimum of five years of financial experience, along with a Bachelor's degree in a relevant...

Join Duke University Health System in our mission to provide exceptional patient care through our Patient Revenue Management Organization. We are dedicated to enhancing the health and well-being of our community by ensuring seamless financial processes for our patients.About the RoleAs a Financial Care Counselor, you will play a crucial role in managing...

Job Posting InformationWorking Title: Financial Services CoordinatorAnticipated Hiring Range: $45,000 - $52,000Work Schedule: M-F, 8:00 am to 5:00 pm (flexible work arrangement available)Department: College Of EducationAbout the Department: The NC State College of Education is a premier public institution committed to cultivating exceptional educators and...

Financial Account Representative Position OverviewCompany: Miles Cooper - State Farm AgentPosition Summary:Are you dedicated to assisting clients in achieving their financial objectives? We are looking for a committed Financial Account Representative to become part of our agency. In this position, you will play a crucial role in guiding clients through their...

Position Overview: Financial Account RepresentativeCompany: Miles Cooper - State Farm AgentRole Summary:Are you driven by a desire to assist clients in achieving their financial goals? We are looking for a committed Financial Account Representative to enhance our team. In this position, you will play a crucial role in guiding clients through their financial...

About WakeMed:WakeMed Health & Hospitals is a leading provider of health services in Wake County, serving the community since 1961. Our mission is to improve the health and well-being of our community by providing outstanding and compassionate care.Job Summary:We are seeking a Patient Financial Services Representative to support our team in providing...

About the RoleWe are seeking a highly skilled and motivated Member Service Representative to join our team at Navy Federal Credit Union. As a key member of our team, you will be responsible for providing exceptional customer service to our members, ensuring their financial needs are met, and promoting our products and services.Key ResponsibilitiesAnalyze and...

Position Overview:We are seeking a Senior Financial Analyst to join our team at Cyfle. This role is crucial in providing expert financial guidance and support to municipal utilities and electric cooperatives. Compensation: $130,000.00Essential Qualifications:Over 10 years of experience in utility and rate analysis, particularly within energy sectors such as...

About the Role:We are seeking a highly skilled Banking Professional to join our team at TEKsystems. As a key member of our team, you will be responsible for providing exceptional customer service and support to our members and prospective members.Key Responsibilities:Analyze and resolve problems and discrepancies related to member accounts and loansAssist...

About the role at Global Channel ManagementJob SummaryWe are seeking a highly skilled Financial Services Analyst to join our team at Global Channel Management. As a key member of our operations team, you will be responsible for providing exceptional support to our business operations.Key ResponsibilitiesProvide administrative support to business operations...