Financial Operations Specialist
7 days ago
TalentLink Solutions is a high-growth financial planning firm dedicated to retirement investment strategies. With a 98% retention rate since inception, we pride ourselves on long-term client relationships.
We are seeking an experienced Financial Operations Specialist to support our advisors and clients. This role involves frequent client contact, external partner management, and routine account administration.
As a key contributor to our client experience, you will prepare investment and insurance account paperwork, respond to client service requests, and manage cash and securities transactions.
Primary Responsibilities- Account Administration: Prepare account paperwork, transfer assets, and manage annuity insurance processes.
- Client Service: Respond promptly to client requests, troubleshoot issues, and provide effective solutions.
- Cashiering Function: Ensure accurate and efficient financial transaction processing with custodians.
- External Partner Management: Interface with custodians to complete new account applications and various account maintenance items.
- Bachelor's degree highly preferred, or equivalent work experience.
- Minimum of 2 years of progressive administrative experience in client service and operations.
- Demonstrated excellence in optimizing operational processes and delivering exceptional client service.
- Advanced level proficiency in Microsoft Office.
- Self-motivated and capable of working independently while thriving in a collaborative team environment.
This is a full-time position with a competitive salary and benefits package including medical, dental, vision insurance, STD, LTD, 401K, PTO, 10 holidays, and flexible Friday afternoons.
-
Warehouse Operations Specialist
6 days ago
Zelienople, Pennsylvania, United States Fedex Full timeAbout UsFederal Express Corporation (FEC) is part of the rapidly growing warehouse and transportation sector that helps keep America, and our economy, moving. We are a workplace community that cares about who you are as an individual, and your safety in the workplace.Job OverviewWe offer competitive wages beginning at $17.50 per hour paid weekly for both...
-
Automotive Repair Specialist
7 days ago
Zelienople, Pennsylvania, United States North Star Buick GMC Full timeService Technician Opportunity at North Star Buick GMCWe are seeking an experienced Service Technician to join our team at North Star Buick GMC in Zelienople, PA. As a Service Technician, you will be responsible for performing high-quality repairs and maintenance on vehicles, ensuring customer satisfaction and loyalty.Key Responsibilities:Diagnose and repair...
-
Zelienople, United States Creative Financial Staffing Full timeAccounts Payable SpecialistLocation: Pittsburgh Area 16063 (Hybrid after training)$20-23 (based on experience)About the Company:Our client is a trusted leader in providing advanced automation solutions. Here's what sets them apart:Over 20 years of experience delivering cutting-edge automation and manufacturing technology.A casual work environment where...
-
zelienople, United States Creative Financial Staffing Full timeAccounts Payable SpecialistLocation: Pittsburgh Area 16063 (Hybrid after training)$20-23 (based on experience) About the Company:Our client is a trusted leader in providing advanced automation solutions. Here's what sets them apart: Over 20 years of experience delivering cutting-edge automation and manufacturing technology. A casual work environment where...
-
AP Specialist PA
3 days ago
zelienople, United States Creative Financial Staffing Full timeAccounts Payable SpecialistLocation: Pittsburgh Area 16063 (Hybrid after training)$20-23 (based on experience) About the Company:Our client is a trusted leader in providing advanced automation solutions. Here's what sets them apart: Over 20 years of experience delivering cutting-edge automation and manufacturing technology. A casual work environment where...
-
Zelienople, PA, United States Creative Financial Staffing Full timeAccounts Payable Specialist Location: Pittsburgh Area 16063 (Hybrid after training)$20-23 (based on experience) About the Company: Our client is a trusted leader in providing advanced automation solutions. Here's what sets them apart: Over 20 years of experience delivering cutting-edge automation and manufacturing technology. A casual work environment where...
-
Lead Seafood Specialist
4 weeks ago
Zelienople, United States Market District Full timeJob Summary As a Lead Seafood Specialist, you will oversee the entire Seafood team and ensure smooth operations. Your role involves guiding team members and customers on the freshest catch and best cooking methods. You will also be responsible for representing the organization professionally and promoting a culture of diversity and respect. Job Description ...
-
Administrative Assistant
2 weeks ago
Zelienople, United States TalentLink Solutions Full timeSince our inception in 2007, we have been a high-growth financial planning firm dedicated to retirement investment strategies. Our team focuses on wealth management, annuities, IRA services, life insurance, and retirement income planning, ensuring a tailored approach for our clients. We pride ourselves on long-term client relationships, with a 98% retention...
-
TalentLink Solutions | Administrative Assistant
2 weeks ago
zelienople, United States TalentLink Solutions Full timeSince our inception in 2007, we have been a high-growth financial planning firm dedicated to retirement investment strategies. Our team focuses on wealth management, annuities, IRA services, life insurance, and retirement income planning, ensuring a tailored approach for our clients. We pride ourselves on long-term client relationships, with a 98% retention...
-
Lead Logistics Specialist
1 week ago
Zelienople, United States MILLENNIUMSOFT Full timePosition : Lead Logistics Specialist Location : Zelienople, PA Duration : 4 Months Contract Total Hours/week : 40.00 1st shift Position Summary: The Lead Logistics Specialist is responsible for ensuring all Service shipments of finished products and/or raw materials are processed, packaged, and shipped according to local requirements and product...
-
Client Service Associate
2 months ago
Zelienople, United States TalentLink Solutions Full timeSince our inception in 2007, we have been a high-growth financial planning firm dedicated to retirement investment strategies. Our team focuses on wealth management, annuities, IRA services, life insurance, and retirement income planning, ensuring a tailored approach for our clients. We pride ourselves on long-term client relationships, with a 98% retention...
-
Personal Transportation Specialist
7 days ago
Zelienople, United States United Parcel Service Inc. Full timeSHIFT YOUR FUTURE Seasonal Support Driver SHIFT YOUR TEAM Who exactly are UPS Seasonal Support Drivers? As a Seasonal Support Driver you’ll deliver packages throughout their communities, connecting with customers along the way while driving their own vehicle. This is a friendly, physically active crew who enjoy fast-paced work, being outdoors, and...
-
Administrative Assistant
3 weeks ago
zelienople, United States Medure Varrati Insurance Full timeJob descriptionJob OverviewThe Agency Administrative Coordinator will play a crucial role in supporting our agency’s daily operations. This role includes managing claims and billing inquiries, assisting with marketing initiatives (including social media), and acting as the initial point of contact for clients and partners. The ideal candidate will be...
-
Administrative Assistant
3 weeks ago
Zelienople, United States Medure Varrati Insurance Full timeJob descriptionJob OverviewThe Agency Administrative Coordinator will play a crucial role in supporting our agency’s daily operations. This role includes managing claims and billing inquiries, assisting with marketing initiatives (including social media), and acting as the initial point of contact for clients and partners. The ideal candidate will be...
-
Administrative Assistant
3 weeks ago
zelienople, United States Medure Varrati Insurance Full timeJob descriptionJob OverviewThe Agency Administrative Coordinator will play a crucial role in supporting our agency’s daily operations. This role includes managing claims and billing inquiries, assisting with marketing initiatives (including social media), and acting as the initial point of contact for clients and partners. The ideal candidate will be...
-
Delivery Driver
4 weeks ago
Zelienople, United States ProGas Inc Full timeOur Culture EDP is a rapidly growing company — with deep experience in retail and commercial propane sales, operations and finance. We provide safe, reliable propane service to residential, commercial, industrial, and agricultural customers from Connecticut to California. We service more than 200,000 customers in 19 states, with a presence in rural America...
-
Personal Transportation Specialist
2 weeks ago
Borough of Zelienople, United States United Parcel Service Full timeJob DescriptionSHIFT YOUR FUTURESeasonal Support Driver SHIFT YOUR TEAMWho exactly are UPS Seasonal Support Drivers?As a Seasonal Support Driver you’ll deliver packages throughout their communities, connecting with customers along the way while driving their own vehicle. This is a friendly, physically active crew who enjoy fast-paced work, being outdoors,...
-
Personal Transportation Specialist
7 days ago
Borough Of Zelienople, United States United Parcel Service Full timeSHIFT YOUR FUTURE Seasonal Support Driver SHIFT YOUR TEAM Who exactly are UPS Seasonal Support Drivers? As a Seasonal Support Driver you’ll deliver packages throughout their communities, connecting with customers along the way while driving their own vehicle. This is a friendly, physically active crew who enjoy fast-paced work, being outdoors,...