Financial Services Coordinator

Job Title: Financial Outreach CoordinatorWe are seeking a highly motivated and results-driven Financial Outreach Coordinator to join our team. As a key first touchpoint for prospective clients, you will play a critical role in bridging the gap between individuals seeking financial clarity and our expert team.Key Responsibilities:Proactively conduct outbound...

Corporate Accounting Specialist Role OverviewThe Corporate Accounting Specialist plays a crucial role in delivering exceptional financial services by ensuring timely and accurate accounting processes, maintaining awareness of each client's needs, and identifying opportunities for profit growth and stewardship.This position requires a high level of attention...

Job Title: Financial Operations CoordinatorWe are seeking a detail-oriented professional to manage the financial operations of our clients. This role is ideal for individuals with experience in financial management and proficiency in organizing and reconciling records.Key Responsibilities:Record, classify, and organize financial transactions with accuracy...

Job OverviewA Financial Operations Coordinator is required to oversee financial operations related to credit card transactions. This includes processing payments, tracking expenses, and reconciling statements to maintain accurate financial records.The successful candidate will have strong attention to detail and organizational skills, with the ability to...

Job SummaryThis is a part-time, remote position that involves managing financial and administrative tasks to support business operations.Key Responsibilities:Financial Management:Manage daily bookkeeping in Xero, including accounts payable/receivable, bank reconciliations, and financial reporting.Process transactions from platforms like Stripe and...

The Technical Service Coordinator / Customer Support is responsible for managing client service schedules, ensuring that sales and technical teams meet their commitments, and preparing accomplishment reports. The role requires close coordination between clients and internal teams, timely communication, and the ability to provide sales quotations when needed....

Key Roles and ResponsibilitiesAs a skilled Administrative Assistant, you will be responsible for performing various tasks that support the smooth operation of our organization.Responsibilities:Accurately record daily financial transactions, including sales, expenses, accounts payable/receivable.Organize digital copies of invoices and receipts using...

Unlock your career potential in financial services and help clients achieve their retirement goals.About The RoleAs a payroll specialist, you will play a vital role in coordinating the setup of our clients' payroll systems.Key ResponsibilitiesEnsure accuracy by referencing existing documentation on payroll systems.Meet deadlines and maintain productivity by...

Senior Accountant JobWe are seeking an experienced and detail-oriented Senior Accountant to play a crucial role in delivering compliant, timely, and accurate financial services.About the Role:This is a key position that requires strong organizational skills and ability to handle multiple clients.The ideal candidate will have a collaborative approach, working...

Job Title: Appointment SetterConduct proactive outbound outreach to potential clients through calls, emails, and CRM-driven communications.Qualify prospects by understanding their financial goals, retirement concerns, or wealth-building interests.Arrange consultations with the appropriate financial advisers or coaches.Maintain accurate records of...