Financial Operations Specialist

3 weeks ago


Stevensville, Michigan, United States True Blue Financial, A Registered Investment Advisor Full time

Company Overview

True Blue Financial is a Registered Investment Advisor dedicated to providing personalized financial solutions to clients. Our team of experts specializes in retirement strategies, wealth management, and customized financial planning.


Job Summary

We are seeking an Operations Specialist to join our team. The successful candidate will provide operational support to our Advisory teams, ensuring seamless client service and efficient operations.


Key Responsibilities

  • Provide transactional support to advisors, including client service administration and tax support.
  • Assist with operations support, including filling out necessary forms and updating account documents.
  • Communicate with clients and prospects to provide information and resolve issues.
  • Work with members of the Advisory and Operations teams to provide excellent client service.


Requirements

  • Microsoft Office tools expertise.
  • Business software systems knowledge.
  • Compliance process understanding.
  • Project / time management skills.
  • Client and internal communications skills.


  • Stevensville, Michigan, United States True Blue Financial, A Registered Investment Advisor Full time

    Operations SpecialistTrue Blue Financial, a Registered Investment Advisor, is seeking a skilled Operations Specialist to join our team. As a key member of our Operations group, you will provide critical support to our Advisory teams, ensuring seamless client service and operational efficiency.Key Responsibilities:Provide transactional support to advisors,...


  • Stevensville, Michigan, United States True Blue Financial, A Registered Investment Advisor Full time

    Operations Specialist Role at True Blue FinancialTrue Blue Financial, a Registered Investment Advisor, is seeking an experienced Operations Specialist to join our team in Stevensville, MI. As a key member of our Operations group, you will provide critical support to our Advisory teams, ensuring seamless client service and operational efficiency.Key...

  • Casting Operator

    4 weeks ago


    Stevensville, Michigan, United States Aludyne Full time

    Join Aludyne's Team as a Casting OperatorAludyne is a leading manufacturer of aluminum knuckles, and we're seeking a skilled Casting Operator to join our team. As a Casting Operator, you will play a critical role in ensuring the production of high-quality parts.Key Responsibilities:Operate molding machines and monitor equipment to ensure optimal...


  • Stevensville, Michigan, United States Corewell Health Full time

    About Corewell HealthCorewell Health is a comprehensive health system that provides a wide range of medical services to patients throughout Southwest Michigan. Our system comprises three hospitals, a regional cancer center, rehabilitation centers, two long-term care residences, home care and hospice services, and 34 affiliate physician practice locations.Job...


  • Stevensville, Michigan, United States Corewell Health Full time

    Job SummaryAs a Medical Assistant Primary Care Specialist at Corewell Health, you will play a vital role in ensuring the delivery of quality healthcare services. You will provide clinical support to healthcare professionals, facilitating efficient and effective patient flow, and performing administrative duties to maintain accurate and up-to-date...


  • Stevensville, Michigan, United States Corewell Health Full time

    Job SummaryAs a Medical Assistant Primary Care Specialist at Corewell Health, you will play a vital role in ensuring the delivery of quality healthcare services. You will provide clinical support to healthcare professionals, facilitating efficient and effective patient flow, and performing administrative duties to maintain accurate and up-to-date...


  • Stevensville, Michigan, United States Walgreens Full time

    Job Description:As an Inventory Specialist at Walgreens, you will be responsible for executing, monitoring, and training inventory best practices and standard operating procedures for the entire store, including both front end and pharmacy. You will support pharmacy inventory management activities, including receiving, counting, ordering, and facilitating...


  • Stevensville, Michigan, United States Martin's Super Markets Full time

    Job SummaryThis role is responsible for working independently to package, display, and stock deli products, ensuring the shift contributes to the financial best interest of the store. The ideal candidate will have excellent communication skills, attention to detail, and the ability to work in a fast-paced environment.Key ResponsibilitiesPrice, date, wrap,...


  • Stevensville, Michigan, United States Corewell Health Full time

    About Pine RidgePine Ridge is a 111-bed Skilled Nursing Facility that is Medicare and Medicaid Certified with 33 private rooms and 39 semi-private rooms. The facility sits on a beautiful, wooded property with private and semi-private rooms, spacious shower and restroom facilities, beauty salon and barber shop services, walking paths, state-of-the-art...


  • Stevensville, Michigan, United States Corewell Health Full time

    About Pine RidgePine Ridge is a 111-bed Skilled Nursing Facility that is Medicare and Medicaid Certified with 33 private rooms and 39 semi-private rooms. The facility is situated on a beautiful, wooded property with private and semi-private rooms, spacious shower and restroom facilities, beauty salon and barber shop services, walking paths, and...


  • Stevensville, Michigan, United States Corewell Health Full time

    About Pine RidgePine Ridge is a 111-bed Skilled Nursing Facility that is Medicare and Medicaid Certified with 33 private rooms and 39 semi-private rooms.The facility sits on a beautiful, wooded property with private and semi-private rooms, spacious shower and restroom facilities, beauty salon and barber shop services, walking paths, state-of-the-art...


  • Stevensville, Michigan, United States Corewell Health Full time

    About Corewell Health South - Lakeland HospitalsCorewell Health South - Lakeland Hospitals is a comprehensive health system comprising three hospitals, an outpatient surgery center, a regional cancer center, rehabilitation centers, two long-term care residences, home care and hospice services, and 34 affiliate physician practice locations. We provide both...


  • Stevensville, Michigan, United States Corewell Health Full time

    About Corewell Health South - Lakeland HospitalsCorewell Health South - Lakeland Hospitals is a comprehensive health system that provides a wide range of medical services to the community. Our system comprises three hospitals, an outpatient surgery center, a regional cancer center, rehabilitation centers, two long-term care residences, home care and hospice...


  • Stevensville, Michigan, United States Corewell Health Full time

    About Pine RidgePine Ridge is a 111-bed Skilled Nursing Facility that is Medicare and Medicaid Certified with 33 private rooms and 39 semi-private rooms.The facility sits on a beautiful, wooded property with private and semi-private rooms, spacious shower and restroom facilities, beauty salon and barber shop services, walking paths, state-of-the-art...


  • Stevensville, Michigan, United States Corewell Health Full time

    About Pine RidgePine Ridge is a 111-bed Skilled Nursing Facility that is Medicare and Medicaid Certified with 33 private rooms and 39 semi-private rooms. The facility is situated on a beautiful, wooded property with private and semi-private rooms, spacious shower and restroom facilities, beauty salon and barber shop services, walking paths, state-of-the-art...


  • Stevensville, Michigan, United States Corewell Health Full time

    About Corewell Health South - Lakeland HospitalsCorewell Health South - Lakeland Hospitals is a comprehensive health system that provides a wide range of medical services to the community. Our system comprises three hospitals, an outpatient surgery center, a regional cancer center, rehabilitation centers, two long-term care residences, home care and hospice...

  • Operations Specialist

    2 weeks ago


    Stevensville, United States True Blue Financial, A Registered Investment Advisor Full time

    Company DescriptionTrue Blue Financial is a Registered Investment Advisor based in Stevensville, MI, specializing in retirement strategies, wealth management, and customized financial planning. The company values relationships, open communication, and always prioritizes clients' needs. True Blue Financial offers personalized options from a diverse range of...

  • Operations Specialist

    3 weeks ago


    Stevensville, United States True Blue Financial, A Registered Investment Advisor Full time

    Company DescriptionTrue Blue Financial is a Registered Investment Advisor based in Stevensville, MI, specializing in retirement strategies, wealth management, and customized financial planning. The company values relationships, open communication, and always prioritizes clients' needs. True Blue Financial offers personalized options from a diverse range of...

  • Operations Specialist

    3 weeks ago


    Stevensville, United States True Blue Financial, A Registered Investment Advisor Full time

    Company DescriptionTrue Blue Financial is a Registered Investment Advisor based in Stevensville, MI, specializing in retirement strategies, wealth management, and customized financial planning. The company values relationships, open communication, and always prioritizes clients' needs. True Blue Financial offers personalized options from a diverse range of...

  • Operations Specialist

    4 weeks ago


    Stevensville, United States True Blue Financial, A Registered Investment Advisor Full time

    Company DescriptionTrue Blue Financial is a Registered Investment Advisor based in Stevensville, MI, specializing in retirement strategies, wealth management, and customized financial planning. The company values relationships, open communication, and always prioritizes clients' needs. True Blue Financial offers personalized options from a diverse range of...


  • Stevensville, Maryland, United States KENT ISLAND RESORT Full time

    Job Summary:We are seeking an experienced and highly organized Dock Supervisor to oversee the day-to-day operations of our marine facility. The ideal candidate will have a strong background in marina operations, excellent leadership skills, and a customer-centric mindset.Responsibilities:Dock Operations: Supervise and coordinate the docking and undocking of...


  • Stevensville, Maryland, United States KENT ISLAND RESORT Full time

    Job Summary:We are seeking an experienced and highly organized Dock Supervisor to oversee the day-to-day operations of our marine facility. The ideal candidate will have a strong background in marina operations, excellent leadership skills, and a customer-centric mindset.Responsibilities:Dock Operations: Supervise and coordinate the docking and undocking of...


  • Stevensville, Montana, United States CHS Inc Full time

    Crop Protection SpecialistCHS Inc. is a leading global agribusiness that provides grain, food, and energy resources to businesses and consumers worldwide. We are seeking a Crop Protection Specialist to join our team in Stevensville, MT and Drummond, MT.Key Responsibilities:Create relationships with local farmers to understand their chemical and fertilizer...


  • Stevensville, Montana, United States Workbox Staffing Full time

    Career Opportunity2nd Shift – Mold Production SpecialistWorkbox Staffing is in search of a proficient Mold Production Specialist to enhance our team. This role is ideal for individuals with a solid background in Plastic Injection Molding.Key Responsibilities:Oversee the molding operationsMentor and develop mold settersGuarantee timely project...


  • Stevensville, Montana, United States Corewell Health Full time

    About Corewell HealthCorewell Health is a leading healthcare provider in Southwest Michigan, offering a comprehensive range of medical services to patients in need of skilled nursing care, rehabilitation, and other specialized services.Job SummaryWe are seeking a highly skilled and dedicated MDS Specialist to join our team at Pine Ridge Nursing & Rehab...


  • Stevensville, Montana, United States Power3 Solutions and Partnering Companies Full time

    Job SummaryAs a Technical Support Specialist at Power3 Solutions and Partnering Companies, you will provide technical assistance to computer users, answering questions or resolving computer problems for clients in person, via telephone, or electronically. Your expertise will include assisting with the use of computer hardware and software, including...


  • Stevensville, Montana, United States CHS Inc Full time

    Crop Protection SpecialistCHS Inc. is a leading global agribusiness owned by farmers, ranchers, and cooperatives across the United States that provides grain, food, and energy resources to businesses and consumers around the world.We serve agriculture customers and consumers across the United States and around the world. Most of our 10,000 employees are in...


  • Stevensville, Maryland, United States Dave & Busters Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Technical Support Specialist to join our team at Dave & Busters. As a key member of our maintenance team, you will be responsible for ensuring the smooth operation of our games, simulators, and technical equipment.Key ResponsibilitiesPerform routine maintenance and repairs on games, simulators,...


  • Stevensville, Maryland, United States CVS Health Full time

    Job SummaryCVS Health is seeking a highly skilled and dedicated Staff Pharmacist to join our team. As a key member of our pharmacy team, you will play a critical role in delivering exceptional patient care and driving business growth.Key ResponsibilitiesPatient Safety: Ensure the safe and effective dispensing of medications, adhering to regulatory...


  • Stevensville, Maryland, United States LG Energy Solution Full time

    Job Summary:The General Affairs Specialist will provide support to expatriates and immigration support services to employees as needed. This role will also provide administrative support by managing shared goods services and processing administrative tasks through internal and external systems while managing other GA related programs. In addition, HR/GA...


  • Stevensville, Maryland, United States LG Energy Solution Full time

    Job SummaryWe are seeking a highly skilled and experienced General Affairs Specialist to join our team at LG Energy Solution. The successful candidate will be responsible for overseeing the strategic partnership with attorneys, providing soft-landing services for expatriates, and driving the development of new policies and process improvements.Key...


  • Stevensville, Maryland, United States LG Energy Solution Full time

    Job SummaryWe are seeking a highly skilled and experienced General Affairs Specialist to join our team at LG Energy Solution. The successful candidate will be responsible for overseeing the strategic partnership with attorneys to ensure timely and efficient processing of immigration documentation.Key ResponsibilitiesProvide soft-landing services for...


  • Stevensville, Maryland, United States Itaberco Full time

    Job Title: Marketing CoordinatorDepartment: Sales & MarketingReports To: Sales & Marketing ManagerJob Type: Full-TimeAbout Itaberco - Crafting Sweet ExperiencesAt Itaberco, we are dedicated to providing exceptional flavors and mixes that enhance the art of dessert and beverage creation. Our mission revolves around fostering meaningful connections within the...


  • Stevensville, Montana, United States Target Full time

    About TargetTarget is a Fortune 50 company with over 400,000 team members worldwide, operating as one of America's leading retailers. Our mission is to help all families discover the joy of everyday life by providing a unique shopping experience that combines style, value, and convenience.About the RoleWe are seeking a Human Resources Expert to join our...


  • Stevensville, Montana, United States Bank of America Full time

    Job Description:At Bank of America, we are committed to helping our clients achieve their financial goals through personalized service and expert advice. As a Senior Banker, you will be the primary point of contact for our clients, helping them navigate their financial needs and providing tailored solutions to meet their unique goals.Key...


  • Stevensville, Maryland, United States Target Full time

    About TargetTarget is a Fortune 50 company with over 400,000 team members worldwide. We're a leading retailer in America, committed to helping all families discover the joy of everyday life. Our purpose is to care for our communities, invest in the places we live and work, and prioritize relationships, growth, and success as one Target team.About the...