Financial Services Specialist

Job OverviewPhaxis - Financial Services seeks a skilled Financial Operations Specialist to support our accounting and payroll functions.Key responsibilities include:Preparing and processing monthly and year-end journal entriesPreparing and processing payments and wire transfersPreparing documents for expense settlementsAssisting with budgeting and financial...

Unlock Your Potential as a Financial ProfessionalTake your career to new heights at Prudential FinancialWe are seeking a highly motivated and analytical individual to join our team in our Empire City Financial Group firm. As a Financial Professional, you will work closely with a team of experienced Financial Advisors to help clients achieve their financial...

Key ResponsibilitiesAs a key member of the Phaxis - Financial Services team, you will be responsible for creating weekly billing statements and maintaining claims for government and external agencies.Additionally, you will generate reports, assist with journal entries and general ledger management, and provide support for financial reporting and statement...

About the RoleWe are seeking a highly motivated and results-driven Financial Planning Specialist to join our team at Equitable Advisors. As a Financial Planning Specialist, you will be responsible for helping our clients achieve their financial goals and secure their financial well-being.Key ResponsibilitiesDevelop and implement customized financial plans...

About the RoleWe are seeking a highly motivated and results-driven Financial Planning Specialist to join our team at Equitable Advisors. As a Financial Planning Specialist, you will be responsible for helping our clients achieve their financial goals and secure their financial well-being.Key ResponsibilitiesDevelop and implement customized financial plans...

About the RoleWe are seeking a highly motivated and results-driven Financial Planning Specialist to join our team at Equitable Advisors. As a Financial Planning Specialist, you will be responsible for helping our clients achieve their financial goals and secure their financial well-being.Key ResponsibilitiesDevelop and implement customized financial plans...

About the RoleWe are seeking a highly motivated and results-driven Financial Planning Specialist to join our team at Equitable Advisors. As a Financial Planning Specialist, you will be responsible for helping our clients achieve their financial goals and secure their financial well-being.Key ResponsibilitiesDevelop and implement customized financial plans...

Financial Services Transformation LeaderAlvarez & Marsal's Financial Services Industry Group partners with financial services firms and private investors to drive results, create value, and unlock business opportunities at every stage of their growth strategies. Through deals, disruption, and distress solutions, we join forces with clients to catalyze growth...

Job DescriptionWe pride ourselves on delivering exceptional financial and insurance services to our clients. With a strong focus on integrity, innovation, and personalized solutions, we aim to empower our clients to achieve their financial goals and secure their future.Position: Experienced Insurance Agent & Financial Services SpecialistJob Type:...

Job DescriptionAt Phaxis - Financial Services, we are seeking a skilled Billing and Compliance Coordinator to join our team.The ideal candidate will have experience with ebilling and vendor websites, as well as a strong understanding of billing compliance.Responsibilities include:Generating pre-bill drafts on a monthly basisUtilizing ebilling systems to...

Job SummaryWe are seeking a highly organized and detail-oriented Financial Services Associate to join our team at Stifel Financial. As a key member of our client services team, you will be responsible for providing exceptional support to our financial advisors and clients.Key ResponsibilitiesAssist financial advisors with opening and maintaining client...

About the RoleWe are seeking a highly motivated and results-driven Financial Planning Specialist to join our team at Equitable Advisors. As a Financial Planning Specialist, you will be responsible for helping our clients achieve their financial goals and secure their financial well-being.Key ResponsibilitiesDevelop and implement customized financial plans...

About the RoleWe are seeking a highly motivated and results-driven Financial Planning Specialist to join our team at Equitable Advisors. As a Financial Planning Specialist, you will be responsible for helping our clients achieve their financial goals and secure their financial well-being.Key ResponsibilitiesDevelop and implement customized financial plans...

Job SummaryAs a Senior Staff Accountant at Phaxis - Financial Services, you will play a critical role in ensuring the accuracy and completeness of our financial records.Key responsibilities include:Preparing monthly and year-end closing journal entries, including investment accounts.Verifying the accuracy of invoices and accounting classifications.Assisting...

Equitable Advisors is a respected wealth management firm with a proven track record in the industry. Our mission is to help our clients secure their financial well-being, providing them with confidence to pursue long and fulfilling lives. We have a passion to make a positive impact on the futures of individuals and businesses by offering financial services...

Accounts Payable SpecialistAbout the OpportunityThis role is ideal for someone with accounting skills looking to break into the real estate industry.The company is in high growth mode and offers opportunities for advancement.Management is supportive and encourages open communication.Responsibilities:Process approximately 100 invoices per week via...

About Equitable AdvisorsAt Equitable Advisors, we are driven by our mission to help our clients secure their financial well-being and provide them with the confidence to pursue long and fulfilling lives. We strive to deliver amazing customer experiences while building long-term relationships that emphasize trust, guidance, and technology to deliver...

Job OverviewFifth Avenue Financial is seeking a skilled Financial Services Representative to drive business growth and deliver exceptional customer experiences.Key Responsibilities:Build and maintain a portfolio of customers, providing tailored financial advice and services to meet their unique needs and objectives.Analyze customer financial situations and...

Virtu Financial is a leading financial firm that leverages cutting-edge technology to deliver liquidity to global markets and innovative, transparent trading solutions to clients.As a market maker, Virtu provides deep liquidity that helps create more efficient markets worldwide.Our market structure expertise, broad diversification, and execution technology...

The Financial Services Specialist at Flagstar Bank plays a pivotal role in fostering and expanding relationships with existing clients, while also identifying and pursuing new business opportunities. This involves creating customized financial strategies tailored to each client's unique goals, risk tolerance, and time horizon.Develop and maintain strong...