Financial Management Specialist

1 week ago


Greenville, North Carolina, United States Find Great People | FGP Full time

Find Great People | FGP is seeking an accomplished Financial Administrator to support financial advisors and manage complex tasks related to account management for high-net-worth clients.

About the Role

  • This position requires a highly experienced professional with 5+ years of experience in client service and administrative roles within the financial services industry, specifically handling high-net-worth clients and account management.
  • The ideal candidate will have extensive knowledge of essential financial terms and processes, including IRAs, individual accounts, investment products, and various transaction types.
  • They must be able to work independently, monitoring and managing multiple tasks, ensuring timely follow-up, and handling outstanding information or paperwork without constant oversight.

Key Responsibilities

  • Assist financial advisors with client communications, account openings, transactions, and ongoing client interactions.
  • Maintain accurate records, ensure compliance with regulatory requirements, and adhere to company policies and procedures.
  • Collaborate with internal teams to achieve seamless client experiences and resolve any issues promptly.

Compensation Package

  • We offer a competitive salary range of $60,000 - $75,000 per annum, with potential bonuses based on performance and experience.
  • An extremely robust retirement plan with employer match, profit share, and pension benefits.
  • A healthcare stipend may be provided to support employees' health insurance needs.


  • Greenville, South Carolina, United States Creative Financial Staffing Full time

    We are seeking a skilled Senior Financial Manager to join our team at Creative Financial Staffing.About the RoleThis is a permanent direct hire opportunity for a hands-on financial leader to manage WIP reports, cost, and inventory accounting.Key Responsibilities:Manage general ledger, month end close, and produce financial reportsWork with operations and...


  • Greenville, North Carolina, United States Aramark Full time

    Job OverviewWe are seeking a skilled Financial Planning and Operations Specialist to join our team at Aramark. This role is ideal for individuals with strong analytical skills, excellent communication abilities, and experience in financial planning and analysis.


  • Greenville, North Carolina, United States PNC Financial Services Group Full time

    PNC Financial Services Group is seeking an experienced Investment Advisor to join our team. The ideal candidate will have a strong background in financial planning and a passion for delivering exceptional client experiences.About the Role:This is a fantastic opportunity to work with a highly collaborative circuit of branches, managing an assigned book of...


  • Greenville, North Carolina, United States Aramark Full time

    We are seeking an experienced Senior Financial Operations Specialist to join our team at Aramark. This role is based in the United States, offering a competitive salary of $95,000 per year.Job Description:This position plays a critical role in preparing financial and operating reports, conducting financial analysis projects, and enforcing procedures to...


  • Greenville, South Carolina, United States Aramark Full time

    About the RoleWe are seeking a skilled Financial Planning and Operations Specialist to join our team at Aramark. This is an exciting opportunity for someone with strong analytical skills and experience in financial planning and operations.


  • Greenville, South Carolina, United States Truist Financial Corporation Full time

    About This RoleWe are seeking an experienced Executive Administrative Support Specialist to join our team at Truist Financial Corporation. In this role, you will provide administrative support to senior-level executives and manage a wide range of administrative tasks with minimal guidance.Job DescriptionAs an Executive Administrative Support Specialist, your...


  • Greenville, South Carolina, United States Western & Southern Life Full time

    About the RoleWe are seeking a highly motivated and results-driven Business Development Financial Specialist to join our team at Western & Southern Life.As a key member of our sales team, you will play a vital role in meeting the financial needs of our clients by providing personalized financial solutions and building strong relationships with...


  • Greenville, South Carolina, United States Jenkins Management Consulting Full time

    About UsJenkins Management Consulting is a leading Certified Public Accounting Firm with over 25 years of experience.We service a diverse base of clients in several industries including healthcare, mental health, professional, non-profit and churches. We also offer financial planning services and investment advisory services to high net-worth clients.


  • Greenville, North Carolina, United States PFS - Professional Financial Services Full time

    Professional Financial Services is committed to delivering exceptional customer experiences. As an Account Management Associate, you will play a vital role in supporting the manager in the daily operations of our branch office.We are seeking a highly motivated and organized individual to join our team. The successful candidate will be responsible for...


  • Greenville, South Carolina, United States Aramark Full time

    Experience the dynamic world of financial operations with Aramark. As a Senior Financial Operations Manager, you will play a pivotal role in shaping the company's financial future.About the RoleWe are seeking a highly skilled and motivated individual to join our team as a Senior Financial Operations Manager. In this exciting role, you will be responsible for...


  • Greenville, South Carolina, United States Hilton Displays Inc Full time

    Accounts Payable and Receivable Specialist Role at Hilton Displays IncWe are seeking a highly skilled and organized Accounts Payable and Receivable Specialist to join our team at Hilton Displays Inc. This is a fantastic opportunity for someone who is detail-oriented, able to multitask, and has excellent communication skills.About the Job:The Accounts Payable...


  • Greenville, North Carolina, United States Meherrin Agricultural and Chemical Company Full time

    About the RoleWe are seeking a detail-oriented Agricultural Credit Specialist to join our team of experienced Ag lending professionals. This role will primarily support our Sales Finance Managers, focusing on compiling, analyzing, and mitigating risk for our Ag retail network.Key ResponsibilitiesAnalyze financial data and credit reports to determine risk...


  • Greenville, North Carolina, United States Quest Financial Full time

    Job DescriptionWe are seeking an experienced Strategic Procurement Leader to join our Greenville Division as part of Quest Financial. The successful candidate will play a critical role in managing the procurement process, ensuring the timely and cost-effective acquisition of materials, equipment, and services required for our homebuilding projects.Key...


  • Greenville, North Carolina, United States Hyster-Yale Full time

    Accountant III Opportunity at Hyster-Yale Materials Handling, IncIn this role as Accountant III, you will have the opportunity to join a world-class manufacturer of industrial lift trucks and make a meaningful contribution to our financial team.About the Role:This position is responsible for managing and processing various financial transactions, ensuring...


  • Greenville, North Carolina, United States Tata Consultancy Services Full time

    We are seeking a highly skilled IT Service Management Specialist to join our team at Tata Consultancy Services. This role offers an exciting opportunity to work on the ServiceNow platform and drive process improvements in IT service management practices.The successful candidate will be responsible for enabling governance of ITSM practices, ensuring they...


  • Greenville, North Carolina, United States Aramark Full time

    Job OverviewWe are seeking a highly skilled Financial Analyst to join our team. As a key member of our finance department, you will be responsible for analyzing financial data and developing reports to inform business decisions.About the Role:Prepare annual forecasts and budgets by venueCreate weekly, monthly, and annual financial reportsManage cash flow,...


  • Greenville, North Carolina, United States Find Great People | FGP Full time

    Find Great People | FGP is seeking a highly experienced and self-sufficient Financial Administrator with a background in supporting financial advisors and handling complex tasks related to account management and high-net-worth clients.About the RoleWe require a professional with 5+ years of experience in CSA, showcasing exceptional client service skills and...


  • Greenville, North Carolina, United States New York Life Full time

    We are seeking a highly skilled and experienced Business Leader Recruitment Specialist to join our team at New York Life. As a leading insurance and financial services company, we pride ourselves on providing unparalleled support to our policy owners and business partners. With over 174 years of industry success, we have established ourselves as one of the...


  • Greenville, South Carolina, United States East Carolina University Full time

    Job Summary We are seeking a highly skilled Business Officer III Senior Financial Manager to join our team at East Carolina University. This is a full-time, 12-month Stated Definite Term appointment. Key Responsibilities Serves as the Budget Administrator for State, Foundation, Institutional Trust Funds and collaborates with ORI on GCERT and F&A Funds...


  • Greenville, South Carolina, United States Shellpoint Mortgage Servicing Full time

    Company OverviewAt Shellpoint Mortgage Servicing, we are one of America's top-five non-bank mortgage-servicing companies. Our clients own mortgage loans, and we manage their portfolios by collecting payments, paying taxes and insurance, and helping homeowners in default to get current.About the RoleWe are seeking a Financial Collections Specialist to provide...