Financial Services Professional

Job OverviewMomentum Financial Services Group is seeking a dynamic and driven sales professional to promote our financial products and services to meet the short- and long-term financial goals of our customers.Key ResponsibilitiesDeliver results on store profitability goalsProvide a quality customer sales experience through efficient execution of all...

Job OverviewMomentum Financial Services Group is seeking a highly motivated and experienced Branch Manager to lead our retail sales team and drive store profitability.As a Branch Manager, you will be responsible for leading and developing a team of Financial Sales Representatives to promote our financial products and services to meet our customers' financial...

Location Options:As a key member of the Truist Financial Corporation team, you will be responsible for providing exceptional client service in a fast-paced office environment. Your primary focus will be on delivering personalized support to clients, ensuring their financial needs are met and exceeded. Key Responsibilities:• Provide general client service...

Triad Financial Services, Inc. is a leading provider of financial services and solutions, serving clients worldwide. We are seeking a highly motivated and skilled Closer/Funder to join our team. Bilingual experience in Spanish is ideal but not required for this position. This is a full-time position in our Jacksonville, FL office. We offer excellent...

Job SummaryWe are seeking a skilled Financial Services Professional to join our team at Western & Southern Life. As a Financial Representative, you will be responsible for meeting the financial needs of middle-income clients by educating them, analyzing their needs, and recommending solutions in an ethical and client-focused manner.Key...

About the RoleWe are seeking a highly motivated and results-driven Financial Services Professional to join our team at Modern Woodmen of America. As a Financial Representative, you will play a critical role in delivering personalized investment solutions to help clients achieve their long-term financial goals.Key ResponsibilitiesWork with current or new...

Job DescriptionTriad Financial Services, Inc. is seeking a skilled Correspondence Specialist to join our team. As a Correspondence Specialist, you will be responsible for handling customer complaints, providing solutions and alternatives, and conducting research to establish facts and reach conclusions.Key Responsibilities:Log and track complaints and social...

Job Title: Associate Manager, Hedge Fund AccountingSS&C is a global leader in investment and financial services, providing software and solutions to the financial services and healthcare industries. As an Associate Manager, Hedge Fund Accounting, you will play a critical role in supporting the month-end close processes, accurate calculation of fund NAVs, and...

Financial Services SpecialistTriad Financial Services, Inc. NMLS #1063 is seeking a highly motivated and skilled Financial Services Specialist to join our growing team. As a key member of our Chattel Operations team, you will be responsible for processing incoming loan packages from a client base that includes Direct Borrowers, Manufactured Home Dealers, and...

Job Summary: We are seeking a highly motivated and skilled Financial Services Specialist to join our growing team at Triad Financial Services, Inc. NMLS #1063. As a key member of our team, you will be responsible for the processing of incoming loan packages from a client base that includes Direct Borrowers, Manufactured Home Dealers, and Brokers.Key...

Job OpportunityWe are seeking a highly motivated and competent Financial Services Representative to join our team at Global Financial Impact - Brian Garcia. As a remote financial professional, you will have the opportunity to work with A+ rated financial companies across the nation and develop financial need analysis for clients.Key Responsibilities:Develop...

Job DescriptionTriad Financial Services, Inc. is seeking a highly skilled Senior Accountant to lead our accounting function in Jacksonville, FL. With a rich history dating back to 1959, we pride ourselves on setting high standards in the industry.We offer a competitive base salary with a range of $92K To $101K. Our benefits programs include a 401k with...

Job SummaryWe are seeking a highly motivated and skilled Financial Services Coordinator to join our team at Triad Financial Services Inc. The ideal candidate will have strong problem-solving skills, excellent verbal and written communication skills, and the ability to work in a team environment.The Financial Services Coordinator will be responsible for the...

Job Summary Triad Financial Services Inc. is seeking a highly skilled and motivated Financial Services Specialist to join our team. As a key member of our Chattel Operations team, you will be responsible for processing incoming loan packages from a diverse client base. This includes monitoring loan documents, ensuring all necessary underwriting conditions...

Job SummaryTriad Financial Services Inc. is seeking a highly skilled Financial Services Specialist to join our team. As a key member of our Chattel Operations department, you will be responsible for the processing of incoming loan packages from a client base that includes Direct Borrowers, Manufactured Home Dealers, and Brokers. Key Responsibilities Monitor...

Financial Reporting and Analysis: Prepare and review accurate financial statements, including balance sheets, income statements, and cash flow statements. Ensure compliance with GAAP and company policies. Account Reconciliation: Conduct thorough reconciliations of all general ledger accounts, including bank reconciliations and intercompany...

We are seeking a highly organized and detail-oriented Back Office Professional to join our Financial Services team at Insight Global. This role is an excellent opportunity for individuals with a passion for maintaining accurate records and providing exceptional customer service.Job SummaryThe Back Office Professional will be responsible for maintaining...

Job Title: Closer/Funder (Bilingual)Job Summary:Triad Financial Services, Inc. NMLS #1063 is seeking a highly motivated and skilled Closer/Funder to join our growing team. As a Closer/Funder, you will be responsible for processing incoming loan packages from a client base that includes Direct Borrowers, Manufactured Home Dealers, and Brokers. This role...

About the JobAs a Financial Services Representative at Global Channel Management, you will be responsible for providing exceptional customer service to clients in the financial industry.Key Responsibilities:Handle customer inquiries and resolve issues in a timely and professional manner.Communicate with clients through various channels, including phone,...

Job Summary Triad Financial Services, Inc. is seeking a highly skilled Senior Accountant to lead our accounting function. As a key member of our team, you will be responsible for ensuring accurate financial reporting, effective financial controls, and successful project management. Key Responsibilities Prepare and review financial statements, including...