Financial Services Assistant jobs

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FINANCIAL SERVICES ASSISTANT STATE FARM AGENT TEAM MEMBER

Sales and Customer Acquisition: Engaging with potential customers to understand their insurance needs and recommending tailored insurance and financial products that align with their unique requirements. Lead Generation: Proactive...

CompanyStephen Diorio - State Farm Agent
AddressWayne, PA
CategoryAccounting/Finance
Job typeFull-Time
Date Posted a week ago See detail

Financial Services Assistant State Farm Agent Team Member

Stephen Diorio - State Farm Agent

Wayne, PA

Sales and Customer Acquisition: Engaging with potential customers to understand their insurance needs and recommending tailored insurance and financial products that align with their unique requirements. Lead Generation: Proactive...

Financial Services Assistant – State Farm Agent Team Member

Josh Brown - State Farm Agent

Glenview, IL

$45,000 - $65,000 a year

Sales and Customer Acquisition: Engaging with potential customers to understand their insurance needs and providing personalized insurance solutions that align with their unique requirements. Lead Generation: Proactively seeking o...

Financial Services Assistant – State Farm Agent Team Member

Jenn Rossmiller- State Farm Agent

Riverview, FL

$40,000 - $75,000 a year

Local State Farm agent in Riverview, Florida. Providing Life Insurance in Tampa. Offering Auto Insurance in Brandon. Helping with Home Insurance. Assisting with Florida Business Insurance. Offering Health Insurance. Providing Rent...

National Estuary Program Financial Assistance Planner (Environmental Planner 4) New

State Of Washington Dept. Of Ecology

Lacey, WA

$70,800 - $95,184 a year

A healthy life/work balance by offering flexible schedules and telework options for most positions. An Infants at Work Program that is based on the long-term health values of infant-parent bonding and breastfeeding newborns. Conti...

Financial Services Assistant – State Farm Agent Team Member

Mark Rossmiller - State Farm Agent

Sun City Center, FL

$40,000 - $75,000 a year

Local State Farm agent in Sun City Center, Florida. State Farm Experience since 1987. Chairman Circle Qualifier. Offering Health Insurance. FREE Insurance Review. llinois State University Graduate. Sales and Customer Acquisition:...

Student Worker - Student Financial Services - Student Assistant

Susquehanna University

Selinsgrove, PA

Filing. Communication campaigns creation & execution (virtual & physical mailings). Data entry. Data analytics. Quality assurance. Reconciliation of accounts. Making calls to current and prospective students to complete requiremen...

Financial Services Assistant State Farm Agent Team Member

Manuel Torres Ii - State Farm Agent

Waukegan, IL

State Farm Insurance Agent Since 2001. State Farm Insurance Chairman's Circle Agent. Ambassador Travel Qualifier. State Farm Insurance SVP Club Agent. Evening & Weekend Appointments available upon request. Professional Bilingual E...

Financial Services Assistant

University Of Texas At Dallas

Richardson, TX

Process procurement/reimbursement requests for UTDesign senior capstone projects, EPICS projects and a select group of UTD student clubs. Supervise student assistant. Monthly reconciliation of UTD-issued credit card charges for UT...

Part Time Financial Service Assistant

Pilot Financial

Greensboro, NC

$23 - $30 an hour

Financial planning services. Flexible schedule. Health insurance. Paid time off. 1 year. Day shift. No weekends. High school or equivalent (Required). Financial Services: 1 year (Preferred). Life Insurance or Securities License (P...

Administrative and Financial Services Assistant

Gateway Hudson Valley

Kingston, NY

Completes a broad variety of administrative tasks including: Managing deadlines on behalf of the EVP & CFO as well as other executives and the Finance Department, managing an active calendar of appointments, completing expense rep...

Financial Services Assistant – State Farm Agent Team Member

Freddie Villacci, Jr. - State Farm Agent

Chicago, IL

$38,000 - $55,000 a year

Sales and Customer Acquisition: Engaging with potential customers to understand their insurance needs and recommending personalized insurance and financial products that align with their unique requirements. Lead Generation: Proac...

Financial Services Assistant – State Farm Agent Team Member

Elvia Solis - State Farm Agent

Chicago, IL

$38,000 - $55,000 a year

Sales and Customer Acquisition: Engaging with potential customers to understand their insurance needs and recommending personalized insurance and financial products that align with their unique requirements. Lead Generation: Proac...

Administrative and Financial Services Assistant

Gateway Hudson Valley

Kingston, NY

$26 - $28 an hour

Completes a broad variety of administrative tasks including: Managing deadlines on behalf of the EVP & CFO as well as other executives and the Finance Department, managing an active calendar of appointments, completing expense rep...

Assistant Director of Financial Aid Operations - Financial Aid New

Bowie State University

Bowie, MD

Daily management of Financial Aid award and disbursement system(s). Consistent review and validation of coding used to award and disburse Financial Aid. First point-of-contact to ensure accurate and timely implementation of update...

Financial Services Student Invoice Assistant

The University Of Kansas

Lawrence, KS

Handling issues/inquiries directly addressed to their individual email account. Monitor the AP inbox (email) for payment status inquiries, or emails requesting information such as tax exemption forms, etc. and respond to the sende...

Administrative Assistant - Financial Services - Now Hiring

Talentlink Solutions

Reno, NV

$20.00 to $27.00 per hour

Secure files and maintain all confidential client and required information. Prepare, organize, coordinate, and maintain all client paperwork, submitting within 24 hours; manage the transfer of assets. Prepare Advisors for meetings...

Financial Services Investment Funds - Mid-Level... New

An International Law Firm

New York, NY

Description: The Public M&A team in An International Law Firm's Global M&A Group is seeking a candidate with 3 6 years of experience to join the team. An International Law Firm's Global M&A Group continues to be industry-leading...

Financial Services Investment Funds - Mid-Level... New

An International Law Firm

Washington, DC

Description: Candidates applying for attorney positions with An International Law Firmshould have outstanding academic credentials, comparable law firm experience, and excellent written and verbal communication skills. Relevant b...

Financial Services Representative I New

Hudson Valley Credit Union

Lagrangeville, NY

Open new memberships, new accounts, and new loans and process loan and account transactions for retail and business members. Use needs based sales approach, ask questions to uncover ways to meet members financial needs with addit...

Financial Services Representative New

Monterra Credit Union

Half Moon Bay, CA

SALARY & BENEFITS Starting pay of $20.00 - $22.00 per hour depending on experience Bilingual pay incentives (English/Spanish or English/Tagalog) Semi-annual bonuses for meeting key financial and operational goals Medical, Dental,...

Financial Services Advisor New

Monterra Credit Union

California, United States

SALARY & BENEFITS Starting pay of $23.00 - $29.00 per hour depending on experience Bilingual pay incentives (English/Spanish or English/Tagalog) Semi-annual bonuses for meeting key financial and operational goals Medical, Dental,...

Student Financial Services Operations and Counselor New

Alvernia University

Reading, PA

Job Summary:Reporting to the Senior Director, the SFS Operations & Counselor is a highly motivated professional who is responsible for maintaining knowledge base and of federal, state, university and institutional student aid fund...

Financial Services Investment Funds - Mid-Level...

An International Law Firm

Philadelphia, PA

Description: The Public M&A team in An International Law Firm's Global M&A Group is seeking a candidate with 3 6 years of experience to join the team. An International Law Firm's Global M&A Group continues to be industry-leading...

Financial Services Advisor

Monterra Credit Union

Palo Alto, CA

SALARY & BENEFITS Starting pay of $23.00 - $29.00 per hour depending on experience Bilingual pay incentives (English/Spanish or English/Tagalog) Semi-annual bonuses for meeting key financial and operational goals Medical, Dental,...

Lead Financial Services Representative

Monterra Credit Union

Palo Alto, CA

SALARY & BENEFITS Starting pay of $28.00 - $32.00 per hour depending on experience Bilingual pay incentives (English/Spanish or English/Tagalog) Semi-annual bonuses for meeting key financial and operational goals Medical, Dental,...

Senior Financial Assistant

Oklahoma State University-Oklahoma City

Oklahoma City, OK

Administrative Services Location Address: Stillwater, OK Hiring Supervisor: Amanda Masters Hiring Range:(Contingent upon available funding): 13.00 - 18.00, Hourly Work Schedule: Typically M-F 8-5 occasional nights and weekends as...

Student Financial Services Specialist

Galen College Of Nursing

Pembroke Pines, FL

Comprehensive medical coverage that covers many common services at no cost or for a low copay. Plans include prescription drug and behavioral health coverage as well as free telemedicine services and free AirMed medical transporta...

Director Financial Services and Patient Access

Lifepoint- Los Alamos Medical Center

Los Alamos, NM

Comprehensive medical coverage that covers many common services at no cost or for a low copay. Plans include prescription drug and behavioral health coverage as well as free telemedicine Services and free AirMed medical transporta...

Patient Financial Services Specialist - Revo Health

Revo Health

Minnesota, United States

Ensure professional communication with patients, clinic personnel, and outside vendors over the phone, via email or other written documentation and respond to all inquiries. Maintain a working knowledge of health care plan require...

Financial Services - Now Hiring

Morgan Stanley Bank N.a.

New York, NY

hiring for following roles thruout facilities in NY, NY: Associate to eval leveraged lending requests, incl lrg-scale leveraged buyouts, across sectors (e.g., Technology, Media & Telecom & Early-Stage High-Growth) from Morgan Stan...