client onboarding analyst

Hire Hangar

<div>Join Hire Hangar and work with fast-growing global companies while building a long-term, remote career.
Client Implementation &amp; Operations Analyst (B2B / BPO)<h2 class="jobSectionHeader">
Location</h2>
Remote<h2 class="jobSectionHeader">
Time Zone</h2>
US Time Zones (EST&ndash;PST)<h2 class="jobSectionHeader">
Role Overview</h2>
We are looking for a detail-oriented and tech-savvy Client Implementation &amp; Operations Analyst to support the successful setup, configuration, and launch of new B2B client accounts within a BPO/outsourcing environment. This is a full-time, high-accountability role that bridges client onboarding and internal operations, ensuring that all systems, workflows, and reporting are accurately configured before and after go-live.
The ideal candidate is analytical, process-driven, and highly comfortable navigating multiple platforms and tools to deliver a smooth client implementation experience.<h2 class="jobSectionHeader">
Key Responsibilities</h2><ul><li>
Support the technical and operational setup of new B2B client accounts, including system configurations, workflow builds, and tool integrations</li><li>
Coordinate with onboarding, IT, and operations teams to ensure all client requirements are accurately captured and implemented</li><li>
Build and maintain implementation trackers, status reports, and client-facing documentation</li><li>
Conduct pre-launch audits and quality checks to verify that all configurations meet client specifications</li><li>
Monitor post-launch performance data and flag anomalies or gaps to the relevant internal teams</li><li>
Maintain accurate records of client setups, configurations, and change requests in internal systems</li><li>
Document implementation processes and contribute to the continuous improvement of onboarding playbooks and SOPs</li><li>
Provide data-driven reporting to leadership on implementation timelines, bottlenecks, and outcomes</li></ul><h2 class="jobSectionHeader">
Required Qualifications</h2><ul><li>
Proven experience in a Client Implementation, Operations Analyst, or Technical Onboarding role within a BPO, outsourcing, or managed services environment</li><li>
Strong analytical skills with the ability to work across multiple systems and data sources simultaneously</li><li>
Experience building reports, trackers, and documentation to support client implementations</li><li>
Proficiency in Google Sheets or Excel, including formulas and data organization</li><li>
Excellent written and spoken English with a professional communication style</li><li>
Must have prior remote work experience, be fluent with remote collaboration tools and platforms (such as Slack, Zoom, Google Workspace, Asana, or similar), and have ideally worked with US- or UK-based companies. Applications without this experience will not be considered.</li></ul><h2 class="jobSectionHeader">
Preferred Qualifications</h2><ul><li>
Experience supporting B2B client implementations in a BPO or outsourcing context</li><li>
Familiarity with CRM platforms, workflow automation tools, or system integration processes</li><li>
Exposure to QA processes, pre-launch audits, or compliance documentation</li><li>
Experience working alongside client-facing onboarding or account management teams</li></ul><h2 class="jobSectionHeader">
Tools &amp; Technology</h2><ul><li>
Google Workspace (Sheets, Docs, Slides)</li><li>
CRM platforms (Salesforce, HubSpot, or similar)</li><li>
Project management tools (Asana, Monday.com, or similar)</li><li>
Reporting and dashboard tools (Google Looker Studio or similar)</li><li>
Remote collaboration tools (Slack, Zoom, or similar)</li></ul><h2 class="jobSectionHeader">
Please NOTE</h2>
It is crucial that you complete the application form in full. As part of the application process, you will be required to record a video. If your application is successful, you will receive an email confirming next steps&mdash;the video is the first step of the interview process. If you do not record a video, we will not be able to consider you for ANY open roles. 
We connect top talent with vetted employers, competitive pay, and real growth opportunities.</div>

Client Implementation & Operations Analyst

Jitasa

Company: JitasaJob Title: Onboarding SpecialistLocation: Boise, IDEmployment Status: Full TimeOnboarding SpecialistAbout UsJitasa is the first and largest international accounting and bookkeeping services provider dedicated solely to the nonprofit sector. Our name, Jitasa (ji-tah-suh), means &ldquo;The Spirit of Serving Others.&rdquo; It&rsquo;s who we are and why we love playing a small role in the great work of our clients. We're accountants with two passions, numbers and helping the non-profit community.Why Join Our Team?We know that you have many employment opportunities, however few can match the unique and rewarding career that Jitasa offers. Join our team and we are committed to providing you the following:Clear Career Development &amp; Opportunity &ndash; We love to promote from within.Culture, Comradery, &amp; Community &ndash; We believe that work can and should be fun. We also share the same passion to help nonprofits do what they do best and that is what unites us.Mission-Driven Values, Meaningful Work &ndash; We truly believe in our core values &ndash; Conscientious, Gracious, and Discipline &ndash; and they are what guide us as a company.Work/Life Harmony &ndash; We are proud to offer flexible work schedules when needed.Global Team Experience &ndash; We work closely with our international team members who all share our same passion for helping nonprofits.Job DescriptionWe're now hiring an Onboarding Specialist to help support our growing team. The primary role of this position is to lead and direct the onboarding of new clients into the Jitasa delivery system. The responsibilities of this role include:Effectively communicate onboarding expectations and timelines with clients and co-workersImplement best practice policies, procedures, and processes to be executed by the delivery teamsConfigure internal and external systems as necessarySupport and train new clients on the adoption of Jitasa systems and processesAnalyze and architect the accounting structure of new clients to conform to the unified chart of accountsEnsure all new clients are seamlessly transitioned to the delivery teamsAbove all, provide a superior client experience to new organizations that join Jitasa!If you're hard-working, have a proven ability to work independently, and passionate about serving non-profits, Jitasa is a perfect match that offers a career with both purpose and opportunity.Skills / Qualifications1. Education: A Bachelor&rsquo;s degree in accounting or finance is required.2. Work Experience: Typically 2-3 years of relevant, hands-on accounting experience.Candidates should have experience:Managing multiple projects with competing priorities and deadlinesSetting clear expectations and timelinesNavigating and understanding ambiguous situationsAdapting to multiple scenariosIndependently solving complex situationsDirecting and delegating tasks to others3. Skills:Candidates must possess a high level of general accounting knowledge and bookkeeping skillsCandidates must possess a high level of knowledge of NFP accounting principlesCandidates must possess excellent client communication skills and the ability to maintain a positive client relationshipCandidates must possess excellent communication skills internally with team members and demonstrate the ability to explaincomplex things simplyCandidates must have a high proficiency in client management as well as project management. They must demonstrate the ability to manage multiple clients and projects to successful completion on timeCandidates must demonstrate good leadership skills and the ability to achieve resultsCandidates must possess proficient conflict resolution skillsCandidates should be willing to collaborate and work effectively with others, both internally and externally in order to achieve goals.Candidates should show initiative and follow through; and demonstrate that they&rsquo;re highly motivated, a self-learner, and able to work independently4. Technical Competencies:Highly Skilled in Microsoft ExcelHighly Skilled in MavenlinkHighly Skilled at email management via Microsoft Outlook<ul><li>Highly Skilled at learning and supporting new technologies and systems</li><li>Highly Skilled at time management and coordinating schedules</li></ul>Compensation and Benefits1. Compensation$70,000 - $80,000 base salary DOE2. Benefits &amp; PerksMedical, Dental, and Vision insurancePaid Sabbatical after 5 years of serviceGenerous Paid Time Off policy based on years of tenure40 hours of Paid VTO (Volunteer Time Off) per year401k plan with employer contribution matchCasual dress code and a fun and relaxed office cultureJob Type: Full-timePay: $70,000.00 - $80,000.00 per yearBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Employee assistance program</li><li>Flexible schedule</li><li>Health insurance</li><li>Paid time off</li><li>Vision insurance</li></ul>Education:<ul><li>Bachelor's (Required)</li></ul>Experience:<ul><li>Accounting: 1 year (Required)</li><li>Client Onboarding: 1 year (Required)</li></ul>Work Location: Remote

Client Onboarding Specialist

Apex Group Ltd

<div>
 The Apex Group was established in Bermuda in 2003 and is now one of the world&rsquo;s largest fund administration and middle office solutions providers.
 
 
 Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion.
 
 
 That&rsquo;s why, at Apex Group, we will do more than simply &lsquo;empower&rsquo; you. We will work to supercharge your unique skills and experience.
 
 
 Take the lead and we&rsquo;ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.
 
 
 For our business, for clients, and for you
 
 
 
 Client Onboarding Manager
 
 
 
 
 AVP Level 1
 
 
 
 
 Role Location:
 
 Manama, Bahrain
 
 
 
 Reporting Line:
 
 Head of Client Onboarding - MENA
 
 
 
 Employment Type:
 
 Permanent
 
 
 
 About Apex
 
 
 
 The Apex Group is a global financial services provider with 13,000+ staff across 80+ offices globally. We look to recruit bright, articulate and numerate employees who are not afraid of a challenge and are prepared to work hard and love what they do.
 
 
 Every employee plays a part in making Apex who we are today and the more that we grow, the more important that becomes. Whatever your career path or specialism Apex provides a global platform to allow you to thrive.
 
 
 
 Your main responsibilities:
 
 
 
 <ul>
 <li>
 Acting as the key client contact throughout the client onboarding process to ensure seamless transition from Sales to BAU;
 </li>
 <li>
 Act as a first point of contact for client issues relating to onboarding matters.
 </li>
 <li>
 Coordinating client adoptions, account openings, review of fund offering documentation and legal agreements, internal system set ups, and project planning.
 </li>
 <li>
 Project management and coordination of internal functions to onboard new clients (launches and conversions) including Service Delivery, Sales, Legal, Compliance, and Technology teams.
 </li>
 <li>
 As part of the onboarding process, the candidate will be expected to provide regular status updates to new clients and internal parties. Weekly project calls should be held with stakeholders and project plans should be maintained to track progress.
 </li>
 <li>
 Assist in the initial drafting and review of client service agreements.
 </li>
 <li>
 Interacting with the Legal Department on template management and control.
 </li>
 <li>
 Managing the internal review process across different product and service lines within the fund administration, corporate services, depository and other product lines.
 </li>
 <li>
 Provide day-to-day client onboarding advice across all Apex Group business lines to best meet their business needs and maintain good working relationships through active communication, facilitation and teamwork.
 </li>
 <li>
 Strong project management skills and the ability to proactively manage multiple/changing priorities and deadlines.
 </li>
 <li>
 Support the wider onboarding team and sub processes where required.
 
 
 </li>
 </ul>
 Your skills:
 
 
 <ul>
 <li>
 An individual with a bachelor/master&rsquo;s degree qualification or equivalent.
 </li>
 <li>
 A minimum of 3-5 years of experience within the investment funds industry.
 </li>
 <li>
 A good knowledge of the funds industry, experience of different fund structures, domiciles and regulatory requirements is an advantage, Project management skills.
 </li>
 <li>
 Be comfortable/competent in dealing with fund structuring issues, legal terminology, and fund services agreements.
 </li>
 <li>
 Knowledge of Client KYC and Legal contract management is an advantage.
 </li>
 <li>
 Be highly motivated and a self-starter with the ability to work semi-supervised supporting a fast-paced dynamic business.
 </li>
 <li>
 Possess team spirit and enthusiasm with the capacity to build strong client relationships.
 </li>
 <li>
 Excellent organizational, communication and interpersonal skills and a truly client servicing mindset.
 </li>
 <li>
 Professional level of English (spoken and written), every other language is an advantage.
 </li>
 <li>
 Client facing experience is a must.
 
 
 </li>
 </ul>
 
 What you can expect:
 
 
 
 <ul>
 <li>
 We are looking for a client onboarding associate to work with a top tier financial services provider. This is a tremendous opportunity for someone with a good knowledge of the funds industry looking to develop their skills further. The position is very much client facing and will involve client meetings. Additionally, the position will involve a high level of interaction with all functional areas within the Fund administration including Service Delivery teams, Compliance, Technology, Product Management &amp; Sales.
 
 
 </li>
 </ul>
 
 Performance:
 
 
 
 <ul>
 <li>
 The successful candidate will be expected to work on his / her own initiative to successfully onboard new fund launches and conversions and ensure a positive onboarding experience for clients. Documentary and other standards should be used wherever practical to ensure consistency and efficiency.
 
 
 </li>
 </ul>
 
 Additional Information:
 
 
 
 We are an equal opportunity employer and ensure that no applicant is subject to less favorable treatment on the grounds of gender, gender identity, marital status, race, color, nationality, ethnicity, age, sexual orientation, socio-economic, responsibilities for dependents, physical or mental disability. Any hiring decision are made based on the skills, qualifications, and experiences.
 
 
 We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society, and the planet.
 
 
 For more information on our commitment to Corporate Social Responsibility (CSR)) please visit https://theapexgroup.com/csr-policy/
 
 
 
 Disclaimer:
 
 Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.
 
 
 Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.
</div>

Client Onboarding Manager

Visa

<div>Company Description 
Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to uplifting everyone, everywhere by being the best way to pay and be paid.
At Visa, you'll have the opportunity to create impact at scale &mdash; tackling meaningful challenges, growing your skills and seeing your contributions impact lives around the world. Join Visa and do work that matters &mdash; to you, to your community, and to the world.
Progress starts with you. 
Job Description 
Team Summary
Client Services provides industry-leading operational support to Visa&rsquo;s clients around the world. With our deep knowledge and expertise, we bring the voice of the customer into the design, development and successful deployment of Visa products and services. We are trusted partners to Visa&rsquo;s clients, providing expertise to support and successfully grow their business.
What the Project Manager - CS Implementation does at Visa:
This position serves as Visa Project Manager for implementation services provided to Clients (Banks, Fintech, Payment service providers). This is an individual contributor responsible for identifying and resolving issues of moderate complexity. This role serves to gather and document project requirements while providing client consultative guidance on Visa regulations, fees, features and functionality. This position is at an intermediate professional level and requires strong execution and analytical abilities. This role works independently and receives minimal guidance.
In this role, you are expected to:<ul><li>
Provide project management support to Visa clients and processors to ensure client expectations are exceeded</li><li>
Coordinate directly with client to analyze card program setup requirements to implement Visa products and services to support the business and formulate implementation solutions</li><li>
Report client project accomplishments and deliverables to management on weekly or monthly basis</li><li>
Confidently manage client projects in parallel to product developments and a changing landscape</li><li>
Manage non-routine, complex processing requests, as well as short term tactical and strategic customer initiatives</li><li>
Proactively identify opportunities for process improvement to improve team efficiencies and project delivery to clients</li><li>
Build and enhance positive working relationships with key Visa client institutions, processors and internal stakeholders</li><li>
Build a cohesive global workgroup and involve those global workgroups in communications and decision-making.</li><li>
Prepare and maintain detailed project plans, status reports, and issues logs</li><li>
Represent client system and operational requirements to internal Visa organizations. Constantly create good functional collaboration with internal and external stakeholders, by being able to speak confidently and having a professional demeanor</li><li>
Be accountable for delivering agreed objectives. Be responsible for own workflow assignments and must be able to take the initiative to resolve problems and ensure delivery on commitments</li><li>
Assume appropriate decision-making authorities to ensure flawless execution of project objectives</li><li>
Coordinate internal Visa resources to ensure delivery on commitments</li></ul>
Why this is important to Visa:
The role works across a breadth of internal and external stakeholders to achieve the stated project objectives. If required, this role escalates projects that are in jeopardy and works with line management within Visa and the Client organization to make decisions that bring needed resources to resolve any issues. The role serves as a technical/functional specialist and works independently with guidance only in the most complex situations.
Projects that you will be a part of:
This role manages the efforts of Visa technical and business resources, leads project discussions with Visa Clients (banks) to achieve a timely and error free implementation of new Visa products and services and/or add-on of Visa programs.
This is a hybrid position. Expectation of days in the office will be confirmed by your Hiring Manager. 
Qualifications 
Basic Qualifications:<ul><li>
2 or more years of work experience with a Bachelor&rsquo;s Degree or an Advanced Degree (e.g. Masters, MBA, JD, MD, or PhD)</li><li>
Preferred Qualifications:</li><li>
3 or more years of work experience with a Bachelor&rsquo;s Degree or more than 2 years of work experience with an Advanced Degree (e.g. Masters, MBA, JD, MD)</li><li>
What you will need: We are looking for an individual who brings breadth of experience, a curiosity about payments, is results-driven and client focused.</li><li>
As a candidate, you should have: Bachelor&rsquo;s degree in Computer Science, Information Technology or equivalent work experience in a business analyst role in software or financial services Requires a minimum of 5+ years&rsquo; of Information Technology system knowledge with good understanding of project management, technology and applications.</li><li>
Hands-on experience with API onboarding, testing, and troubleshooting issues in both staging and production environments Candidate is required to interact with stakeholders in US / India / Singapore, hence the ability to speak/write</li><li>
English fluently is a must</li><li>
Project management of retail banking, card schemes or new technologies that are applicable to the payment industry.</li><li>
Good working knowledge of Visa&rsquo;s payment processing systems including message routing, authorization, clearing &amp; settlement and client connectivity a plus French Language is necessary</li><li>
What will also help: Excellent time management, organization and planning skills a must</li><li>
Ability to comprehend and translate complex technical issues and apply to business solutions</li><li>
Able to set priorities, influence others and manage client expectations</li><li>
Demonstrated success in client relationship management Self-starter with a demonstrated ability to achieve results as part of an effective team, and ability to effectively prioritize and multi-task under deadlines Good verbal, written, presentation and interpersonal skills are required</li><li>
Team collaboration demonstrated by desire and willingness to share knowledge with a broader team, be receptive to new ideas and changes to the standard operational procedures</li><li>
Be able to learn and acquire knowledge in new technologies in keeping step with market developments</li><li>
Good analytical skills, not just for problem analysis, but to use technical acumen for reviewing appropriateness of technical or project documents and in integrating systems solutions</li><li>
Willingness to take on new challenges, explore new ideas and be flexible with changing priorities Orientation towards quality enhancement and process improvement</li></ul> 

Additional Information 
Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law.</div>

Analyst - Project Manager Client Services

Behavior Frontiers

<div>Behavior Frontiers is an industry leader in ABA (Applied Behavior Analysis) treatment for autism and other special needs. We are on a continuous journey to explore, assess, and develop only the highest quality ABA treatments and solutions delivered by best-in-class clinical professionals. We are seeking enthusiastic individuals who are ready to embark on a meaningful journey in one of the fastest growing fields in healthcare. Our Onboarding Assistant position plays a critical role in our company and we need an individual with excellent customer service skills, detail oriented, ability to multi-task and a knowledge of Microsoft Office applications.
Availability: Full - Time (Monday - Friday 40 hours a week) 
Location: El Segundo, CA (In-Person) 
Compensation: $21.00 - $23.00 per/hour DOE<div>
How will you help create a World Without Limits:</div><div><ul><li>
Facilitate onboarding processes and coordinate with new hires to ensure a seamless and welcoming experience from offer acceptance to training.</li><li>
Effectively interface and communicate with all departments, including Recruitment, HR, IT, Training, and Client Services, regarding the status of new hires.</li><li>
Maintain a high level of attention to detail while managing numerous small but critical tasks, including accurate data entry of personal identifiers, credentials, and HR-related information within the system.</li><li>
Take on and implement any newly added requirements as needed to remain compliant with insurance or state guidelines and expectations.</li><li>
Set up new hire accounts, manage the onboarding tracker, and assign tasks as needed.</li><li>
Conduct welcome calls with new hires and send a welcome email outlining onboarding task due dates.</li><li>
Ensure the timely submission of all required onboarding documents by new hires.</li><li>
Guide new hires on navigating systems, resources, and policies.</li><li>
Monitor new hire checklist items for full completion and provide trouble shooting support as needed.</li><li>
Facilitate background checks and child abuse registry clearances, follow up with the vendors as needed, and ensure compliance with state regulations.</li><li>
Conduct SAMS, OIG, and Medicaid exclusion checks</li><li>
Coordinate the TB test process to ensure compliance with external payor requirements.</li><li>
Verify the employment eligibility of all new hires by completing E-Verify and updating the I-9 form accordingly.</li><li>
Assist in the development and implementation of new initiatives and programs.</li><li>
Support company-wide projects as needed, ensuring alignment with team goals and objectives.</li><li>
Execute all aspects of provider certifications, including initial appointments and reappointments</li><li>
Any other duties as assigned.</li></ul></div><div>
Qualifications and Skills:</div><ul><li>
Superior attention to detail</li><li>
Excellent organizational skills with a strong ability to multi-task and navigate multiple systems simultaneously in a fast-paced environment.</li><li>
Ability to support staff company wide</li><li>
Proficiency in self-managing time and priorities</li><li>
Excellent customer service &ndash; must have superior communication skills over the phone and via email</li><li>
Collaborative attitude with team-oriented outlook</li><li>
Ability to build strategic working relationships</li><li>
At least one year of onboarding/HR experience</li><li>
Bachelor's Degree preferred, but not necessary</li><li>
A professional, yet friendly demeanor</li><li>
Knowledge of Microsoft Office applications (e.g. Word, Excel, Outlook)</li><li>
Experience working daily in different applicant tracking and human resources information systems</li><li>
Familiarity with Jobvite, Monday.com and OnePoint is a plus</li></ul>
Why Behavior Frontiers is perfect for you:<ul><li>
Competitive pay with optional On-demand paychecks thru DailyPay - get paid on your own schedule!</li><li>
401K Plan with company match after 6 months of employment</li><li>
Paid Personal Time Off</li><li>
Paid Sick Leave</li><li>
Medical, Dental and Vision insurance</li><li>
Opportunities for career advancement</li><li>
Performance and promotion raises</li><li>
Paid mileage &amp; drive time</li><li>
Free Telehealth: Free access to a doctor via telehealth for you and your dependents with no limits and no co-pays</li><li>
Free Telehealth Mental Health: Free access to a mental health counselor via telehealth for you and your dependents (over age 13) with no limits or co-pays</li><li>
Employee Assistance Program: Free access to some support services (financial, legal, counseling, etc.)</li><li>
Fitness: Discounted monthly gym membership to 12,000 gym locations nationwide, as well as free access to workout videos</li><li>
Deals: Exclusive discounts and savings to 500+ companies and more!</li><li>
Travel: Discounts on travel essentials including hotels, rental cars, flights, excursions, and more!</li><li>
Lab Testing Discounts: 10-80% off costs of routine lab work</li><li>
New Benefits Rx: Discounts on prescription medications from 10-80% at 60,000 locations nationwide</li></ul>
Why work for Behavior Frontiers? Visit our benefits &amp; perks page to learn more!
Behavior Frontiers is an Equal Opportunity Employer and will consider for employment all qualified applicants in a manner consistent with the requirements of the applicable federal, state and local laws.</div>

Onboarding Specialist

Transguard Workforce Solutions

<div>
 
 Transguard Workforce Solutions continues to lead the UAE market as a trusted partner for innovative and fully integrated HR services. With more than a decade of experience and a highly skilled team, we are proud to support organizations across the region with tailored workforce solutions.
 
 
 We are currently hiring a
 
 Analyst Invoicing - 6 Months Contract Role
 
 on behalf of a prestigious client, based in their Dubai office.
 
 
 
 
 
 
 Job Purpose:
 
 
 <ul>
 <li>
 Manage day-to-day Accounts Payable (AP) activities such as supplier invoice processing, debit/ credit memo processing, petty cash,reconciliations, reimbursement of expenses, etc. accurately and on a timely basis.
 </li>
 </ul>
 
 
 
 
 
 Job Responsibilities:
 
 
 
 Process all supplier/ vendor invoices on a regular basis (e.g. invoice receipt and check, invoice entry, validation, etc.).
 
 
 Coordinate with the relevant business units (Supply Management) or the supplier/ vendor for any clarifications or issues identified on the invoice.
 
 
 Process supplier/ vendor credit/ debit memo and obtain approval from the relevant authorities prior to posting of the transaction in the system.
 
 
 Ensure that all outstanding AP transactions (e.g. invoices for accruals, adjustments, etc) are processed and posted in the system during the period end closing process.
 
 
 Prepare supplier balance reconciliation reports against the General ledger balance and ensure that any variances or discrepancies are
 
 
 properly resolved.
 
 
 Prepare and generate reports and statistics detailing AP transactions as and when required.
 
 
 Execute petty cash activities such as petty cash establishment and petty cash replenishment.
 
 
 Ensure accuracy and validity of transactions processed in the petty cash fund.
 
 
 Provide timely and accurate information to external and internal auditors as and when required.
 
 
 
 
 
 
 Skills &amp; Requirements:
 
 
 <ul>
 <li>
 The job holder will have knowledge of processing supplier invoices, petty cash, and AP period end closing activities.
 </li>
 <li>
 The job holder will also have knowledge of IFRS, payment terms and conditions and statutory laws and regulations/implications.
 </li>
 <li>
 Certification is required in any area for ongoing professional development or for mandatory purposes.
 </li>
 </ul>
 
 
</div>

Analyst Invoicing - 6 Months Contract Role

First Command Financial Services

<div>How will this role impact First Command?

One of First Command&rsquo;s strategic priorities is to grow our number of selling Advisors so we may continue to &ldquo;Coach those who serve in their pursuit of financial security.&rdquo; The Advisor Onboarding team plays a critical operational role in effectively and efficiently converting individuals we recruit into First Command Advisors.

The Onboarding Cohort Leader plays an integral role in the initial licensing phase for new Advisor Trainees (ATs) at First Command and greatly impact the future growth of the advisor force. They are responsible for improving initial licensing throughput rates, by engaging with and coaching ATs and providing oversight of the licensing pipeline to all relevant stakeholders. They ensure all ATs understand their expectations and are provided all the tools and resources available to successfully pass the required FINRA and State exams.

What will the employee do in this role?
<ul>
<li>Establishes a coaching relationship with each new Advisor Trainee (ATs) by scheduling an initial 1:1 Welcome Call once they have cleared their background check</li>
<li>Provides each AT with a cohort study plan which outlines the cohort weekly objectives then works with them to personalize their plan for staying on track</li>
<li>Works with vendor partner to organize and facilitate the engagement with the AT for weekly cohort huddles calls and periodic instructor led focus sessions</li>
<li>Ensures each AT has study materials ordered on time for the cohort launch</li>
<li>Monitors and reports on each AT study progress weekly</li>
<li>Engages ATs weekly in support of their exam preparation</li>
<li>Coordinates and schedules 1:1 weekly check-in calls with each AT</li>
<li>Schedules 1:1 coaching calls, as needed, for more detailed guidance and support aimed at assisting ATs with staying on pace or catching up with their assigned study cohort</li>
<li>Ensures every ATs has access and understands how to use all the resources provided to help them successfully prepare for and pass all required exams</li>
<li>Opens exam windows through FINRA when standards for doing so are met and assists them with getting exams scheduled</li>
<li>Ensures all exam preparation and licensing activity data is recorded appropriately to ensure accurate and timely reporting to all stakeholders</li>
<li>Supports the Recruiting &amp; Onboarding leadership team and reports regularly on the progress of the ATs in their pipeline</li>
</ul>
Skills &amp; Qualifications

Education
<ul>
<li>Bachelor's degree or the equivalent combination of education and work experience required</li>
</ul>
Work Experience
<ul>
<li>3-5+ years in a professional office environment with emphasis on customer service and support is required</li>
<li>1+ year of experience in or knowledge of the securities registration and insurance licensing processes is preferred</li>
<li>Any coaching or teaching experience is considered a plus</li>
</ul>
Certifications
<ul><li>Securities Industry Essentials (SIE) exam preferred (will pay for licensing)</li>
<li>Series 6 or 7 licenses preferred (will pay for licensing)</li>
</ul>
Required Knowledge, Skills and Abilities
<ul>
<li>Proven experience working in a professional and service-oriented office environment</li>
<li>Excellent written and verbal communication skills</li>
<li>Ability to use independent judgment to plan and organize work</li>
<li>Demonstrated ability to work with and be entrusted with confidential client information</li>
<li>Must be able to multitask and prioritize tasks effectively in a fast-paced environment</li>
<li>Rapidly solve problems, recognize potential issues, and make decisions as quickly as possible while obtaining and maintaining all required regulatory standards</li>
<li>Demonstrate strong attention to detail and accuracy skills</li>
<li>Ability to work well under pressure and within deadlines</li>
<li>Possess strong organizational skills</li>
<li>Ability to work well with others</li>
<li>Collaborative problem-solving skills</li>
<li>Knowledge of RegEd licensing system a plus</li>
<li>Advanced computer skills and proficiency in Microsoft Office applications and AS400 (preferred)</li>
</ul>
#LI-NC1 #LI-hybrid</div>

Advisor Onboarding Cohort Lead

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