Financial Services Specialist
3 weeks ago
We are seeking a highly skilled Bookkeeper to join our team at Almanza CPA Firm. As a Bookkeeper, you will play a critical role in providing after-the-fact bookkeeping services with a primary focus on tax compliance.
Duties and Responsibilities:
- Record financial transactions from source documents such as bank statements, credit card statements, and client-provided records.
- Reconcile bank accounts, credit card accounts, and other financial accounts.
- Maintain organized digital and physical records for client accounts.
Required Skills and Qualifications:
- Oral Communication: Communicates clearly, listens well, and provides informative responses.
- Written Communication: Produces clear, concise writing and effectively presents numerical data.
- Technical Expertise: Basic understanding of accounting principles and financial reporting.
Benefits:
- Competitive salary range: $40,000 - $60,000 per year, depending on experience.
- Opportunities for professional growth and development.
- A dynamic and supportive work environment.
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Financial Services Representative
3 weeks ago
San Antonio, Texas, United States Propel Financial Services Full timeJoin Our TeamAs a Financial Services Representative at Propel Financial Services, you will have the opportunity to work with a dynamic team to provide exceptional customer service and collections support. This role requires strong communication and negotiation skills, as well as experience working with customers in a financial services environment.Key...
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Professional Financial Services Specialist
4 weeks ago
San Antonio, Texas, United States Meron Financial Agency Full timeSucceed as a Financial Services ProfessionalMeron Financial Agency is a leading firm in the financial industry, offering a unique opportunity for individuals to succeed as Financial Services Professionals. Our company overview highlights our commitment to empowering individuals and businesses to achieve their financial goals.In this role, you will be...
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Government Financial Operations Specialist
3 weeks ago
San Antonio, Texas, United States Creative Financial Staffing Full timeWe are seeking a skilled Government Financial Operations Specialist to join our team at Creative Financial Staffing. In this role, you will play a critical part in driving the financial success of our clients, a Fortune 500 company that services the government.Company OverviewThis esteemed organization prioritizes its employees, supporting their continued...
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Financial Service Representative
3 weeks ago
San Antonio, Texas, United States OneMain Financial Full timeAbout the RoleWe are seeking a highly skilled and customer-focused Financial Service Representative to join our team. As a key member of our district support team, you will play a vital role in delivering exceptional customer experiences and driving business growth.As a Financial Service Representative, you will be responsible for:Providing personalized...
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Financial Services Specialist
4 weeks ago
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Financial Services Coordinator
3 weeks ago
San Antonio, Texas, United States Exacta Bookkeeping & Tax Services Full timeOverviewWe are a full-service bookkeeping company, offering comprehensive accounting and tax services. With over 19 years of experience in the Greater Austin area, we pride ourselves on delivering exceptional results to our clients. Our team is dedicated to providing timely, accurate, and personalized support to help businesses thrive.As a Financial Services...
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Financial Services Representative
4 days ago
San Antonio, Texas, United States PNC Financial Services Group, Inc. Full timeJob OverviewPNC Financial Services Group, Inc. is seeking a highly skilled and motivated individual to join our team as a Branch Banker De Zavala. This role requires a strong customer focus, excellent communication skills, and the ability to work effectively in a fast-paced environment.
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Financial Services Specialist
3 weeks ago
San Antonio, Texas, United States Soarion Credit Union Full timeJob SummaryAt Soarion Credit Union, we're looking for a skilled Financial Services Specialist to join our team. This pivotal role demands high-level attention to detail, exceptional communication skills, and a passion for delivering outstanding member experiences.Estimated Salary: $65,000 - $85,000 per yearResponsibilitiesIn this critical position, you...
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Healthcare Financial Services Specialist
3 weeks ago
San Antonio, Texas, United States Muscogee Nation Business Enterprises Full timeJob DescriptionMuscogee Nation Business Enterprises is seeking a skilled Healthcare Financial Services Specialist to join our team. In this role, you will be responsible for managing the financial aspects of patient care, including billing and collections.Main Responsibilities:Manage patient accounts, including verifying insurance information and generating...
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Financial Accounting Specialist
3 weeks ago
San Antonio, Texas, United States Creative Financial Staffing Full timeAccounting Professional OpportunityWe are seeking an experienced AP/AR Specialist to join our team in a dynamic office environment. The ideal candidate will possess strong accounting skills, excellent organizational abilities, and proficiency in Excel.The role involves providing essential support in various accounting functions, including:Preparing customer...
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Bilingual Collection Specialist
3 weeks ago
San Antonio, Texas, United States Propel Financial Services Full timeRole SummaryAs a Bilingual Collection Specialist at Propel Financial Services, you will play a critical role in maintaining positive relationships with customers while ensuring timely collections and account resolution. This position requires excellent communication and negotiation skills, as well as experience working with customers in a collections...
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Financial Services Billing Specialist
3 weeks ago
San Antonio, Texas, United States Swoon Full timeJob OverviewWe are seeking an experienced Financial Services Billing Specialist to join our team in San Antonio, TX.The ideal candidate will have a strong background in accounting and billing, with a focus on financial analysis and data interpretation.About the RoleThis 6-month contract position will involve working closely with our client's financial...
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Full-Time Financial Services
4 days ago
San Antonio, Texas, United States Global Financial Impact Full timeAbout the RoleJob ResponsibilitiesAs a Financial Professional with Global Financial Impact, your primary responsibility will be to provide financial education and services to clients. This may involve:Conducting needs analysis to identify clients' financial goals and objectivesDeveloping personalized plans to help clients achieve their financial...
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Financial Reporting and Compliance Expert
3 weeks ago
San Antonio, Texas, United States Creative Financial Staffing Full timeCreative Financial Staffing is hiring an experienced Accounting Specialist to join our team in Texas. As an Accounting Specialist, you will play a critical role in supporting our accounting team and contributing to the success of our organization.Job Description:Prepare and review financial reports, including balance sheets and income statements.Analyze...
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Healthcare Financial Services Specialist
3 weeks ago
San Antonio, Texas, United States University Health Full timeJob SummaryWe are seeking a skilled Financial Access Specialist to join our team at University Health.The ideal candidate will have excellent communication skills, be able to work with clients from diverse backgrounds, and possess a strong understanding of healthcare policies and procedures.
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Financial Services Representative
3 weeks ago
San Antonio, Texas, United States Tubre Family Financial Full timeAbout UsTubre Family Financial is a client-focused, technology-driven firm that empowers insurance sales agents to excel without the grind of cold calling.We believe you shouldn't have to choose between professional success and personal freedom. Our team provides the support, mentorship, and tools you need to succeed in the life insurance industry.
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Real Estate Loan Operations Specialist
3 weeks ago
San Antonio, Texas, United States Propel Financial Services Full timeJob DescriptionThe Loan Processing Support Specialist (LPSS) at Propel Financial Services is responsible for supporting various functions within the Processing/Document Control Team. This includes tasks such as retrieving property images, locating and assigning notaries for closings, auditing loan documents, and filing recorded documents.A successful LPSS...
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Financial Records Specialist
3 weeks ago
San Antonio, Texas, United States Almanza CPA Firm Full timeJob Title: Financial Records SpecialistEstimated Salary: $50,000 - $70,000 per yearAbout the JobThe Almanza CPA Firm is seeking a highly skilled Financial Records Specialist to join our Tax and Accounting Services Department. As a key member of our team, you will be responsible for providing after-the-fact bookkeeping services with a primary focus on tax...
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Financial Services Support Specialist
2 days ago
San Antonio, Texas, United States Capital Group Full timeJob Description:As a Financial Services Support Specialist at Capital Group, you will play a critical role in supporting our clients and stakeholders. Your primary responsibility will be to handle high-volume inbound phone calls, responding to inquiries and resolving issues in a timely and professional manner.You will need to communicate complex information...
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Financial Services Professional
4 weeks ago
San Antonio, Texas, United States Exacta Bookkeeping & Tax Services Full timeAbout the RoleWe are seeking a highly skilled and motivated Staff Accountant to join our team. As a key member of our accounting department, you will be responsible for managing bookkeeping for multiple clients, preparing financial statements, and providing exceptional customer service.The ideal candidate will have at least 10 years of experience in...