financial services coordinator

Continuum

<div>Continuum Co. is seeking a hybrid Financial Services Coordinator to deliver banking services&mdash;such as treasury, lending, and insurance&mdash;to our clients, including homeowner associations (HOAs) and condominium communities, through Continuum&rsquo;s network of preferred financial partners. This individual will act as the regional sales lead, advising clients and facilitating coordination among financial institutions, accounting staff, property managers, and the systems used to manage records and financial transactions. 
This Financial Services Coordinator role represents a great opportunity for a sales-oriented individual with experience in wealth management and/or community association banking. 
This full-time hybrid role also offers a competitive starting salary of $80,000 per year, along with a comprehensive benefits package that includes:<ul><li>
401(k) plan with employer match</li><li>
Medical, Dental, and Vision insurance</li><li>
Life insurance</li><li>
Short-Term and Long-Term Disability coverage</li><li>
Flexible PTO</li></ul>
Compensation:
$80,000.00 - $95,000.00
Responsibilities:<ul><li>
Drive program awareness with our brands and clients (Community Association Boards)</li><li>
Deliver investment proposals to our Boards and Property Managers</li><li>
Execute approved investment proposal and new account request</li><li>
Keep track of all maturing CDs and inform the Boards and Managers</li><li>
Close old bank accounts</li><li>
Update signers on current bank accounts (non-partner)</li><li>
Update signers on partner bank accounts</li><li>
Execute bank-to-bank transfers and related transactions, including ACH, wire transfers, and check requests to banks</li><li>
Approve and request new CD orders</li><li>
Analyze community financial statements</li><li>
Deliver a loan quote comparison to the boards</li><li>
Ensure safe-keeping guidelines are followed for all checks and documents that contain confidential or sensitive information</li></ul>
Qualifications:<ul><li>
Bachelor&rsquo;s degree preferred or equivalent combination of education and experience.</li><li>
Intermediate knowledge of Microsoft Applications (Outlook, Access, Excel, and Word)</li><li>
Good written and verbal communication skills</li><li>
Prior banking, financial services experience, or experience in a related field</li></ul>
About Company 
Continuum is an integrated platform company providing property management and associated common interest services to HOA and condominium communities. We are one of the largest property management and residential service companies in the Mid-Atlantic, serving 3,000+ communities and 300,000+ doors across our multiple Brands. With an association-centric approach and a commitment to service excellence, Continuum continues to redefine the standards of property management through superior service delivery.</div>

Financial Services Coordinator

Connect2Employment

The Finance Department is looking for a motivated and dynamic individual to fill the role of Finance Officer. We're offering a fantastic opportunity to join our team, gain hands-on experience from the ground up, and grow your career with us. If you're interested in a career in finance, this could be the perfect starting point. You will be responsible for tasks and projects across a range of financial functions (accounts payable, receivable, cashiering, and capital projects) under the direction of the Financial Services Coordinator. You will also support the day-to-day deployment of staffing resources to maintain continuity of service and uphold service standards for all stakeholders. Purpose of the role: <ul> <li> Actively contribute to providing outstanding financial services to all stakeholders. </li><li> Enhance the overall finance service provided across the organisation. </li><li> Support the development of the team in line with strategic aims. </li><li> Assist in managing finances in response to changes in the sector. </li></ul> The successful candidate will be: <ul> <li> Organised and methodical with strong attention to detail. </li><li> Personable, with the ability to communicate effectively. </li><li> Able to demonstrate a solid understanding of financial administration processes. </li><li> Motivated and capable of problem-solving independently. </li><li> A cooperative team player who works efficiently, logically, and to deadlines. </li></ul> This is a full-time position, working 37 hours per week throughout the year. Occasional travel between sites may be required. Key dates: <ul> <li> Closing date for applications: Monday 3rd November 2025 </li><li> Start date: January 2026 </li></ul> You'll have the full support of a dynamic team and opportunities to bring your ideas to the role. Training and development are central to our approach, and you'll be encouraged to upskill. You'll also have access to a range of benefits, including a cycle-to-work scheme, free parking, pension plan, generous holiday entitlement, time off during the festive period, and early finishes on Fridays. Purpose of the RoleTo provide accurate and efficient financial support, ensuring smooth operation of purchase ledger, sales ledger, and cashiering functions. Key Responsibilities <ul> <li> Process invoices, payments, receipts, and reconciliations across purchase and sales ledgers. </li><li> Manage supplier and customer records, ensuring accuracy and compliance with procedures. </li><li> Reconcile bank statements, handle petty cash, and process journals. </li><li> Support credit card and online purchase reconciliations. </li><li> Assist with ad hoc financial tasks and projects as directed. </li><li> Communicate effectively with colleagues and external partners to maintain high service standards. </li><li> Follow financial policies, health and safety, and safeguarding requirements. </li><li> Promote equality, diversity, and continuous improvement across all activities. </li></ul> Requirements <ul> <li> Strong attention to detail and organisational skills. </li><li> Ability to work accurately, meet deadlines, and maintain confidentiality. </li><li> Good communication and teamwork abilities. </li><li> Familiarity with financial systems and standard accounting procedures. </li></ul> Connect2Employment is a trading style of Luton & Kent Commercial Services LLP - A joint venture between Luton Borough Council & Commercial Services Kent Ltd. Connect2Employment is an equal opportunities Employment Agency & Business. It positively encourages applications from all suitably qualified and eligible candidates.

Finance Officer

Fintelligent

Looking to elevate your career in financial services? Our client, a leading property lender in Camden, is on the hunt for a Sales Support Executive to join their award-winning sales team. This role offers a fantastic opportunity to grow in a fast-paced, supportive environment within the property finance sector.With a salary of up to £35,000 plus an annual bonus, this role is perfect for someone eager to develop their skills and advance their career. You'll be part of a supportive team culture with ongoing training and clear progression opportunities.Our client has been a trusted name in the property finance sector since 2012, known for their innovative approach and award-winning services. They combine entrepreneurial thinking with advanced technology to offer short-term and bridging finance solutions. The company prides itself on service excellence and continuous improvement.As a Sales Support Executive, you'll be essential in ensuring the sales process runs smoothly:<ul> <li>Provide administrative and operational support to the sales team.</li><li>Follow up on Agreements in Principle and indicative terms with brokers and clients.</li><li>Handle enquiries via phone and email, ensuring prompt responses.</li><li>Prepare and submit application documents to the Credit team.</li><li>Coordinate valuations and solicitors' quotes.</li><li>Maintain accurate records and support data management.</li><li>Assist with ad-hoc projects and team initiatives.</li></ul> Package and Benefits:The Sales Support Executive role offers an attractive package:<ul> <li>Annual salary between £30,000 - £35,000.</li><li>Annual performance bonus.</li><li>Ongoing training and development.</li><li>Clear progression opportunities.</li><li>Supportive team culture.</li><li>Modern offices in vibrant Camden.</li></ul> About YouThe ideal Sales Support Executive will have:<ul> <li>2+ years' experience in Financial Services, Lending, or a related administrative role.</li><li>Excellent communication and organisational skills.</li><li>Proficiency in Microsoft Outlook, Excel, and Word.</li><li>A proactive, detail-oriented approach with the ability to prioritise under pressure.</li><li>A positive attitude and interest in a long-term career in financial services.</li><li>A degree is advantageous but not essential.</li></ul> If you're currently working as a Sales Administrator, Client Support Executive, Lending Assistant, or Financial Services Coordinator, this Sales Support Executive role could be your perfect next step.Ready to take your career to the next level? Join a dynamic team in Camden as a Sales Support Executive and make your mark in the property finance sector. Apply now and seize the opportunity for growth and development in a thriving company.

Sales Support Executive

Center for Neurosciences

<div>General Summary: 
A nonexempt position responsible for proactively managing the patient responsibility portion of the Accounts Receivable (AR). Financial Coordinator is responsible for making sure CNS Financial Policy is understood by all patients. Financial Coordinator will proactively work with patients to perform benefits investigation, educate patients regarding their plan benefits, collect prepayments, and monitor and collect outstanding balances to minimize outstanding AR.
Essential Job Responsibilities 
1. Has complete understanding of the Financial Policy. 
2. Is able to communicate terms of Financial Policy to patients for full comprehension of payment expectations. 
3. Has an expert level of knowledge regarding insurance benefits, coordination of benefits, insurance verification, benefits investigation and payer network participation. 
4. Is friendly and courteous to patients while educating and communicating expectations. 
5. Ability to successfully obtain estimated patient responsibility for all assigned CNS service lines, communicate estimated responsibility to patients and collect estimated patient responsibility portion of claim. 
6. Will work collaboratively with billing department and front desk to ensure there is a complete understanding related to patient&rsquo;s financial plan. 
7. Responsible for Point of Service Collections for patient outstanding balances. 
8. Responsible for setting up payment plans within practice guidelines for patients who cannot pay balance in full. 
9. Assists patients with financial applications; Educates applicants regarding terms, interest rates, and re-payment obligations. 
10. Responsible for processing accounts following the procedures outlined in the department&rsquo;s PreCollection policy and procedure. 
11. Must be able to work independently and multi task. 
12. Other duties, as assigned.
Education / Experience: 
1. Minimum High School Diploma or GED, Some college preferred 
2. 2+ years experience performing accounts receivable related duties in a medical practice billing office 
3. Experience working with the public via telephone and face-to-face conversation required
Performance Requirements: 
Knowledge: 
1. Knowledge of billing practices and medical office policies and procedures. 
2. Knowledge of medical coding (CPT and ICD-10), clinic operating policies and third-party operating procedures and practices. 
3. Knowledge of legal and regulatory government provisions. 
4. Knowledge of HIPAA Privacy and Security rules. 
5. Knowledge of common computer programs; Word, Excel, Internet.
Skills: 
1. Skill in establishing and maintaining effective internal and external working relationships. 
2. Skill in verbal and written communication with patients and insurances. 
3. Skill in accuracy and detail with respect to demographics data and figures.
Abilities: 
1. Ability to read and explain an explanation of benefits form from insurance carriers. 
2. Ability to educate patients regarding their individual benefit plan, the practice Financial Policy, and our expectations regarding patient financial responsibility. 
3. Ability to communicate effectively and assertively while demonstrating compassion and empathy for patient&rsquo;s individual situations. 
4. Ability to work in team based work setting which places patient satisfaction as the major focal point for measuring success. 
5. Ability to demonstrate compassion and caring in dealing with others. 
6. Ability to project a pleasant and professional image. 
7. Ability to effectively articulate information and respond to questions. 
8. Ability to relate to and work well with a diverse community population. 
9. Ability to work under pressure. 
10. Ability to work cooperatively with other department staff. 
11. Ability to plan, prioritize, and complete delegated tasks in an appropriate timeframe. 
12. Ability to read, interpret and apply policies and procedures. 
13. Ability to set priorities among multiple requests. 
14. Ability to interact with patients, medical and administrative staff, and the public effectively. 
15. Ability to work with computers.
Equipment Operated: Standard office equipment including computers, fax machines, copiers, printers, telephones, etc. 
 
Work Environment: Position is in a well-lighted, well-ventilated, adequate space.
Mental/Physical Requirements: Involves sitting approximately 80 percent of the day, walking or standing the remainder with light lifting (10-30 lbs.) occasionally required.</div>

Financial-Benefit Coordinator

Burgh Recruitment Ltd

Financial Services AdministratorLocation: RemoteSalary: Up to £40,000 (DoE)Working as part of the team at an Appointed Representative of St. James's Place Plc. An excellent opportunity has arisen for a professional Financial Services Administrator. You will be part of a fast-paced team managing the work generated by the Partner and offering support as required. This business is well established and highly successful. You will be employed by the Practice.The Role: Financial Services Administrator<ul><li>You will be providing a high level of technical and administrative support while maintaining an excellent level of customer service to clients of the Practice</li><li>You will be a point of contact for clients and third parties dealing with general enquiries</li><li>You will be responsible for business submission using bespoke software</li><li>You will need to ensure that business obtained is being processed in a timely way</li><li>Due to the nature of the business, tasks must be completed within a timely manner. </li></ul>You will be expected to have the knowledge to undertake this role, but training can be given in some areas, and you will have the opportunity to progress within the SJP Accreditation frameworkThe Person: Financial Services AdministratorThis is an interesting and challenging role that would suit a confident, numerate and professional individual who enjoys using their initiative and who has a 'can do' working style. <ul><li>You will have been working in Financial Services for several years and have good all-round knowledge which you are looking to expand and develop</li><li>You have excellent IT and communication skills, are highly organised and can make decisions</li><li>Ideally, you have used the CRM Salesforce</li><li>You are a self-starter and able to work with little or no supervision</li><li>It is essential that as a Senior Administrator you are confident in dealing with third parties and can work with total discretion.</li><li>A relevant qualification such as the FPC or progress towards the Level 4 Diploma would be an advantage but is not essential.</li></ul>St. James's Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £198.5bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.

Financial Services Administrator

أديرا للضيافة | Adeera Hospitality - a PIF Company

<div>
 
 كن جزءًا من أحد المشاريع الفندقية الرائدة في قلب مركز الملك عبدالله المالي (كافد)! حيث يجتمع عمق الضيافة السعودية مع معايير التميّز العالمية. يقدم هذا الفندق الفاخر تجارب ضيافة متكاملة تشمل مطاعم راقية وخدمات مبتكرة، تعكس الطابع العصري لمدينة تنبض بالتطور والطموح.
 
 
 
 
 
 نرحب باستقبال طلبات التوظيف لمختلف الإدارات.
 
 
 للاطلاع على التفاصيل والتقديم، يُرجى زيارة الرابط التالي:
 
 
 https://careers.adeera.com
 
 
 
 
 
 
 
 
 Be part of a landmark addition to the King Abdullah Financial District (KAFD) &mdash; a new luxury hotel at the heart of Riyadh&rsquo;s financial hub. Where authentic Saudi warmth meets global excellence, this hotel stands at the very heart of KAFD.
 
 
 
 
 
 A place alive with Saudi Arabia&rsquo;s progressive energy, through destination dining and curated experiences, capturing the pulse of a district in constant evolution.
 
 
 
 
 
 Available positions are open across all functions.
 
 
 
 
 
 To learn more and to apply please visit the link
 
 
 https://lnkd.in/dvB27XkR
 
 
 
 
 
 
 
 
 Positions:
 
 
 
 
 
 
 Culinary
 
 
 <ul>
 <li>
 Chef de Cuisine
 </li>
 <li>
 Saudi Restaurant Chef de Cuisine
 </li>
 <li>
 Executive Pastry Chef
 </li>
 <li>
 Chef De Partie
 </li>
 <li>
 Culinary Coordinator
 </li>
 <li>
 Executive Sous Chef
 </li>
 <li>
 Head Butcher
 </li>
 <li>
 Sous Chef
 </li>
 <li>
 Saudi Restaurant Sous Chef
 </li>
 </ul>
 
 
 
 
 
 Engineering
 
 
 <ul>
 <li>
 AC Technician
 </li>
 <li>
 Asst. Director of Engineering
 </li>
 <li>
 Boiler / Plant Room Supervisor
 </li>
 <li>
 Duty Engineer
 </li>
 <li>
 Electrician - Technician
 </li>
 <li>
 Engineering Coordinator
 </li>
 <li>
 Engineering Team Leader
 </li>
 <li>
 Kitchen Technician
 </li>
 <li>
 Plumber
 </li>
 </ul>
 
 
 
 
 
 Executive Office
 
 
 <ul>
 <li>
 Health &amp; Safety Manager
 </li>
 <li>
 PA to General Manager
 </li>
 </ul>
 
 
 
 
 
 Finance
 
 
 <ul>
 <li>
 Asst. Director of Finance
 </li>
 <li>
 Payroll Executive
 </li>
 <li>
 Procurement Executive
 </li>
 <li>
 Procurement Manager
 </li>
 </ul>
 
 
 
 
 
 Food &amp; Beverage
 
 
 <ul>
 <li>
 Assistant Director of F&amp;B
 </li>
 <li>
 Executive Lounge &amp; Pool Manager
 </li>
 <li>
 F&amp;B Coordinator
 </li>
 <li>
 Restaurant Manager
 </li>
 <li>
 Saudi Restaurant Manager
 </li>
 <li>
 Banquet Operations Manager
 </li>
 </ul>
 
 
 
 
 
 Information Technology
 
 
 <ul>
 <li>
 IT Specialist
 </li>
 </ul>
 
 
 
 
 
 Rooms
 
 
 <ul>
 <li>
 Chief Concierge
 </li>
 <li>
 Duty Manager
 </li>
 <li>
 Executive Housekeeper
 </li>
 <li>
 Guest Services Manager
 </li>
 <li>
 Housekeeping Manager
 </li>
 <li>
 Housekeeping Order Taker
 </li>
 <li>
 Housekeeping Room Attendant
 </li>
 <li>
 Housekeeping Team Leader
 </li>
 <li>
 Laundry Team Leader
 </li>
 <li>
 Rooms Coordinator
 </li>
 <li>
 Tailor
 </li>
 <li>
 Uniform Room Attendant
 </li>
 </ul>
 
 
 
 
 
 Sales &amp; Marketing
 
 
 <ul>
 <li>
 Assistant Director of Marketing
 </li>
 <li>
 Assistant Director of Sales
 </li>
 <li>
 Director of Events
 </li>
 <li>
 Director of Revenue
 </li>
 <li>
 Events Coordinator
 </li>
 <li>
 Reservations Supervisor
 </li>
 <li>
 Reservations Manager
 </li>
 <li>
 Sales Coordinator
 </li>
 <li>
 Sales Manager
 </li>
 </ul>
 
 
 
 
 
 Security
 
 
 <ul>
 <li>
 Director of Security
 </li>
 <li>
 Security Manager
 </li>
 </ul>
 
 
 
 
 
 Stewarding
 
 
 <ul>
 <li>
 Chief Steward
 </li>
 <li>
 Stewarding Team Leader
 </li>
 </ul>
 
 
 
 
 
 Human Resources
 
 
 <ul>
 <li>
 Learning &amp; Development Coordinator
 </li>
 <li>
 Learning &amp; Development Manager
 </li>
 <li>
 People &amp; Culture Executive
 </li>
 <li>
 Talent Acquisition Manager
 </li>
 </ul>
</div>

Luxury Hotel - KAFD

Befiler (Pvt) Limited

Requirements:Bachelor&rsquo;s degree in Accounting, Finance, Business, or a related field.Proficiency in spoken and written English.Familiarity with U.S. business structures (e.g., LLC formation, EIN applications).Coordinate with service providers such as Payoneer, Wise, Mercury, Relay, Brex, Stripe, PayPal, Novo, NorthOne, 2Checkout, Payment Cloud, WePay, and others.Assist clients in understanding account opening procedures and documentation requirements.Liaise with U.S. banks and merchant service platforms to troubleshoot and resolve client issues.Stay updated with changes in financial regulations and requirements for non-resident account opening.Karachi based On-site job.Job Type: Full-timeWork Location: In person

Tax Associate- US LLC

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