AEC Industry Financial Services Professional

About Matheson Financial AdvisorsWe are a boutique corporate finance advisory and investment banking firm specializing in the Architectural, Engineering, Environmental Consulting and Construction industries.Our focus is on providing expert business valuation, ownership transition planning, ESOPs, mergers and acquisitions representation, and strategic...

Job Opportunity: Sahouri Insurance & Financial is seeking a highly skilled Insurance Industry Professional to manage personal lines accounts and provide exceptional customer service. Estimated salary: $60,000 - $80,000 per year.In this role, you will assist in handling the daily needs of our clientele, report and process claims, and coordinate with various...

Job OverviewMatheson Financial Advisors, Inc. is a boutique corporate finance advisory firm that has provided specialized business valuation services for 19 years.The company focuses on the Architectural, Engineering, Environmental Consulting, and Construction (AEC) industry, as well as Government Contracting.Key ResponsibilitiesBusiness Valuation: Conduct...

About Matheson Financial AdvisorsWe are a niche-focused corporate finance advisory and investment banking firm specializing in the AEC industry and Government Contracting.Job DescriptionAs a member of our team, you will have the opportunity to work on various corporate finance engagements including:Business Valuation: Conduct valuations for strategic...

COUNTRY Financial is looking for a highly skilled Financial Services Specialist to join our team. As a key member of our organization, you will be responsible for providing exceptional customer service and ensuring timely payment processing. The ideal candidate will have strong knowledge in billing and financial services, with the ability to analyze complex...

**Overview:COUNTRY Financial is a leading financial services company that provides a range of products and services to individuals and businesses. We are committed to helping our customers achieve their financial goals and live secure lives.As a Billing Services Associate, you will play a critical role in ensuring the smooth operation of our billing...

**About the Role**We are seeking a Financial Services Specialist to join our team at Illinois Farm Bureau. As a Financial Services Specialist, you will be responsible for establishing and setting up products and services for all types of Credit Union accounts.This is an exciting opportunity to work in a dynamic environment where you will drive and promote...

Job DescriptionWe are seeking a highly skilled Financial Services Representative to join our team at COUNTRY Financial. As a key member of our team, you will play a crucial role in providing exceptional service to our clients and driving business growth.About the RoleThe ideal candidate will have strong knowledge in billing and possess excellent analytical...

Key ResponsibilitiesAs a Compliance Officer - Financial Reporting, you will be responsible for ensuring our company's financial reporting meets all regulatory requirements. This includes coordinating the preparation of financial statements and related schedules/exhibits for internal management and regulatory agencies.You will also oversee compliance with...

Job OverviewMV Financial Group, MV Capital Management Inc. is a leading asset management firm providing research-driven investment solutions to institutional and high net worth clients.We are seeking an experienced Client Services Professional to join our team and play a crucial role in servicing our clients. The successful candidate will work closely with...

Simplify your career path with Simplex! We're looking for a talented Client Service Associate to join our team. In this role, you'll support our financial advisors and clients by providing administrative assistance, handling transactions, and ensuring timely delivery of services.You'll be working in a dynamic, fast-paced environment that requires strong...

About the RoleWe are seeking a highly skilled and motivated Financial Services Specialist to join our team. This role is ideal for someone who is passionate about building strong relationships with clients and providing exceptional service.In this position, you will work closely with financial advisors to help clients achieve their long-term financial goals....

Career Summary: This position is ideal for those who enjoy working in member-facing roles and have a passion for delivering exceptional customer service. In this role, you will work closely with members to understand their financial goals and provide personalized recommendations to meet their needs.

**Job Overview**COUNTRY Financial is seeking a highly skilled Member Services Representative to join our team. As a Credit Union Financial Solutions Specialist, you will be responsible for establishing and setting up products and services for various Credit Union accounts.The ideal candidate will have excellent communication and interpersonal skills, as well...

About the JobCrew drivers wanted for Professional Transportation Services Inc. As a key member of our team, you will be responsible for safely transporting railroad crew members across various locations. This role is perfect for those who value independence and enjoy working on the road.**Key Responsibilities:**Promote and prioritize safety awarenessDeliver...

About the RoleThis is an exciting opportunity for a detail-oriented and organized individual to join our team and contribute to the success of our Financial Advisors.Responsibilities include running daily reports, coordinating staff and operational support activities, and anticipating client needs to ensure exceptional service delivery.The successful...

Job TitleClient Services Associate ProfessionalWe are seeking a highly skilled Client Services Associate Professional to join our team at MV Financial Group, MV Capital Management Inc. The ideal candidate will have excellent communication and problem-solving skills, with the ability to work effectively in a fast-paced environment.

Job OverviewWe are seeking a skilled Financial Analyst to join our team at Matheson Financial Advisors, Inc. in Washington D.C. area.The ideal candidate will have a Bachelor's degree in Accounting, Finance, Business or related field and 1-2 years of experience in business valuation, investment banking, corporate banking, transaction advisory, public...

Job SummaryWe are seeking a highly skilled Financial Services Professional to join our team as a Member Support Expert at Citizens Equity First Credit Union.This role is responsible for providing exceptional support to our members, ensuring their financial needs are met and exceeded.The successful candidate will have a strong background in technology and...

About Sahouri Insurance & FinancialWe are a privately held insurance agency headquartered in Tyson's Corner, dedicated to providing top-notch risk management solutions to our clients. With over 50 years of experience, we have established ourselves as a trusted partner in the insurance industry.Our team is comprised of highly skilled professionals who share a...