Financial Specialist

Client Development Specialist OpportunityWe are seeking an experienced Client Development Specialist to join our team.The ideal candidate will have excellent communication and active listening skills, be goal-oriented and self-motivated, and possess strong organizational skills.Key Responsibilities:Connect with potential new clients, providing compassionate...

Unlock Your Financial PotentialAt our firm, we help individuals achieve their financial goals by understanding their needs and providing personalized guidance. Our team of professionals will support you every step of the way, helping you build a strong foundation for your financial future.We offer comprehensive training and development programs to ensure you...

We are seeking a detail-oriented and analytical professional to support our loan officers in reviewing loan applications, gathering required documents, conducting financial analysis, and providing exceptional customer service to clients. Key Responsibilities:Loan Application Review: Assess loan applications to determine if they meet minimum...

Posted 12 days agoDescriptionOur growing law practice is seeking a full-time legal intake specialist to join our team You'll communicate with prospective clients and evaluate the suitability of their cases for the firm, manage new client onboarding and data entry, book and manage their appointments, as well as perform other administrative tasks.We'll provide...

As a seasoned finance and administrative professional, you will play a pivotal role in supporting our organization's operations.Job DescriptionWe are seeking an experienced financial administrator to join our team. As a member of our staff, you will be responsible for providing high-level support to our finance manager, including day-to-day bookkeeping,...

Portola Systems is a managed service provider serving SMB and public-sector clients across the San Francisco Bay Area. We are seeking a detail-oriented, collaborative Finance & Administrative Specialist to support our finance and administrative operations. Reporting to the Finance Manager, this role is responsible for day-to-day bookkeeping, contract...

Insurance Solutions SpecialistThis role is part of our statewide services team, focused on helping agents resolve insurance coverage issues for their clients.Responsibilities:Interface between agents and brokers for new business, mid-term adjustments, cancellations, and renewals.Respond to agent inquiries and questions.Assist with the completion of renewal...

Job TitleWe are seeking a skilled Legal Intake Coordinator to join our team. In this role, you will be responsible for communicating with prospective clients, evaluating case suitability, and performing administrative tasks.Key ResponsibilitiesAnswer phone calls from leads, collect detailed information, and qualify cases by type and factors.Follow up with...

Chief Financial OfficerThe Chief Financial Officer will oversee the financial operations of the organization, ensuring all costs are properly authorized, accounted for, and reported in a timely manner.This role requires a qualified accountant to produce accurate and reliable financial information for senior management, enabling them to monitor and challenge...

Financial Operations ManagerWe are seeking a skilled financial expert to manage and optimize our financial records. The successful candidate will oversee the transition of accounts to a cloud-based system, eliminating duplication and hardcopy documentation.Key ResponsibilitiesManage and maintain accurate financial records.Streamline financial operations and...