Financial 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...

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...

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...

Job SummaryAs a Thrivent Financial Advisor, you will have the opportunity to make a meaningful impact in the lives of others by providing holistic, purpose-based financial advice. You will work with clients to help them achieve their financial goals, while also building a successful career with a Fortune 500 leader.Key ResponsibilitiesBuild a financial...

Financial Associate - Union Dues SpecialistAbout the Opportunity:This role is with one of the largest unions for service workers in the US, offering a stable and long-standing presence with over 80 years of history.The organization is community-driven, with a mission to support members in their fight for higher pay, better healthcare, and safety.The position...

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...

Job SummaryCultivate relationships with new and existing clients, providing ongoing advice, service, and relationship building. Support tenured Financial Advisors in servicing existing clients.Key Responsibilities:Meet with clients to discuss financial goals and develop plansResearch and recommend investment products and fundsTrade securities and manage...

Financial Operations SpecialistAt Phaxis, we are seeking a highly skilled Financial Operations Specialist to join our team. As a key member of our finance department, you will be responsible for managing government claims and financial reporting.Key Responsibilities:Manage claims for the government and other outside agenciesEnsure all monthly, quarterly,...

Financial Operations SpecialistPhaxis is seeking a highly skilled Financial Operations Specialist to join our team. The ideal candidate will have a strong background in grant accounting and a proven track record of managing financial operations.Key Responsibilities:Manage billing and prepare government claimsEnsure timely completion of monthly, quarterly,...

Financial Operations SpecialistWe are seeking a highly skilled Financial Operations Specialist to join our team at Insight Global. As a key member of our Technology Opportunities and Ventures group, you will be responsible for managing invoices, purchase orders, and reimbursements for our third-party partners.Key Responsibilities:Manage invoices, purchase...

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...

Unlock Your Potential as a Financial Planning SpecialistAt Northwestern Mutual, we're looking for talented individuals to join our team as Financial Planning Specialists. As a key member of our team, you'll have the opportunity to create personalized financial plans for our clients, helping them achieve their goals and secure their financial futures.What...

We are seeking a skilled Financial Representative to join our team at Northwestern Mutual. As a Financial Representative, you will work directly with clients to deliver consistent and dependable value to them over time through a planning process.Our Financial Representatives are supported by training programs, mentoring, and unlimited access to resources to...

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:...

Financial Operations Specialist Job SummaryThe Financial Operations Specialist will be responsible for handling the day-to-day functions of Accounts Payable and serving as a key resource and Finance Team partner for monthly reporting, budget preparation, audit, research efforts, and special projects.This role will also serve as back-up for Payroll and...

We are seeking a skilled Financial Planning Specialist to provide high-quality support services to our Financial Advisers at Equity Trustees.Your expertise in financial planning and paraplanning will be essential in creating Statements of Advice and Record of Advice Documents.About the role:Prepare financial planning Statements of Advice & Records of...

Job Title: Risk Management Specialist IIIAmTrust Financial Services is seeking a highly skilled Risk Management Specialist III to join our team. As a key member of our underwriting team, you will be responsible for conducting physical underwriting loss control surveys and providing large account policy services for technically complex, large, or high-profile...

Financial Planning SpecialistThe Financial Planning Specialist will provide critical support to the financial planning, analysis, and reporting functions for Citizen Watch America brands' global business. The ideal candidate will have a strong understanding of financial planning and analysis, as well as excellent communication and interpersonal skills.Key...

Job Title: Financial Operations SpecialistThe VII Foundation is seeking a highly organized and detail-oriented Financial Operations Specialist to manage financial records, maintain accurate accounts, and support financial reporting on an ongoing basis. As a contractor, the specialist will be responsible for reconciling accounts, processing payroll, managing...

About the Role:As a Consumer Loan Sales Specialist at OneMain Financial, you will play a critical role in empowering customers by providing access to friendly, fast, and affordable financing for life's expenses.You will learn the lending and servicing business at OneMain, allowing you to grow your career and develop new relationships with customers...