Financial Ops Specialist Client Service, Docs & Compliance
Boly:Welch
Boly:Welch in Lake Oswego, OR is seeking a Financial Operations Specialist to join a close-knit financial services team. You’ll greet clients, assist with template approvals, schedule appointments, and handle general technology inquiries with a keen eye for security and compliance. Ideal candidates have strong organizational skills, experience in financial services, and proficiency with Microsoft 365. This on-site role offers growth within a collaborative office environment and exposure to #J-18808-Ljbffr Boly:Welch
$70k - $80k
...495 Salary: $70K-$80K Industry: Financial Services Must Haves 1+ years of experience... ...strong technical prowess as our client's next Financial Operations Specialist! In this role, you'll wield your... ...and has a high regard for compliance and security procedures. Does this...SuggestedWork at office$100.4k - $197.9k
...practice as an Actuarial Consultant and help clients address complex challenges across the... ...will contribute to actuarial modeling, financial analysis, and project delivery efforts... ...actuarial skills in a fast-paced, client-service environment, this role offers the opportunity...SuggestedWork at officeLocal areaVisa sponsorship- ...Financial Specialist As a Financial Specialist at the GS-0501-9/11 level, some of your typical work assignments may include: Overseeing... ...'s financial obligations and expenditures to ensure compliance with USMS policies and procedures. Tracking the District...Suggested
$93.5k - $145k
...individual to join our Health Actuarial and Financial Consulting team at Mercer. This is a... ...Health Actuarial Consultant, you will lead client engagements focused on employers’ health... ...client engagements, managing overall service delivery, strategy, financial evaluations...SuggestedMinimum wageWork at officeLocal areaRemote workFlexible hours3 days per week1 day per week$117k - $175k
...experienced Health Actuary to join our Actuarial and Financial Consulting teams at Mercer. This hybrid role (minimum... ...across the United States. Responsibilities Lead routine client engagements, managing overall service delivery, strategy, financial evaluations, plan...SuggestedWork at officeFlexible hours- Job SummaryThe Cyber Threat Analytics Analyst is responsible for identifying, developing, and improving the organization’s ability to detect malicious behavior, suspicious activity, and security anomalies across the enterprise. This role is part Information Security team...Local areaRemote workFlexible hours2 days per week3 days per week1 day per week
$128k - $252.5k
...apply actuarial, strategic, and analytical experience to help clients evaluate business issues, improve decision-making, and support... ...Operate team, you will provide strategic and technical consulting services to health plans, providers, pharmacy benefit managers, and...Work at officeLocal areaVisa sponsorship$130k - $160k
Your Future Team JSP is a full-service accounting, tax, and business... ...of services, including tax compliance and planning, assurance, and... ...and high quality, personalized client service, JSP has built a... ...ownership of ongoing books and financial reporting Review work prepared...Permanent employmentWork at officeLocal areaRemote workFlexible hours- ...40+ offices in the next 5 years. The firm combines national reach with a client‑centered approach, offering comprehensive accounting, tax, and financial services that extend far beyond compliance. With a team of experienced CPAs and advisors, RMW emphasizes personalized...Work at officeLocal area
$80k - $135k
...Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a... ...that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor. Now is your opportunity to use your...Work experience placementWork at officeWork from home- ...employee’s commitment to quality, customer service and operational excellence. Nortek was... ...support the business by managing the financial aspect of large customer contracts to ensure... ...will also perform aspects of sales tax compliance for Nortek Air Solutions US entities....Contract workTemporary workWork at officeLocal areaRemote work
$168k - $240k
...travel will be required as needed by our clients. Who You’ll Work WithIn today’s world,... ...innovative ways of working, and new products and services to life. We are trusted by leaders... ...are committed to pay transparency and compliance with applicable laws. If you have questions...Temporary workWork at officeLocal areaImmediate start$38.46 - $45.67 per hour
...Financial AnalystCompensation $38.46 - $45.67 per hourProvides financial... ...closely with management, clients, and team members to support... ...efficiency and accuracy.Ensure compliance with established reporting... ...BenefitsCambridge Real Estate Services offers competitive wages, incentive...$85k - $96k
...Join to apply for the Financial Analyst role at Motus Recruiting and... ...Lead Recruiter - Professional Services at Motus Recruiting and Staffing, Inc. About Our Client: Our client is a mission-driven... ...Support financial audits and ensure compliance with GAAP reporting standards...Full timeRemote workFlexible hours- ...activities for complex regional projects or clients for an engineering consulting firm.... ...how contractual language impacts project financials. Work with Project Management and other... ...excellent internal and external client service by maintaining a positive and...Contract workWork at officeFlexible hours
- ...Job Summary: Focuses on the company's financial operations by ensuring accuracy, compliance, and efficiency within financial systems. Supports timely reporting and maintains effective internal controls. Responsibilities: Maintain up-to-date system documentation...
- ...scripting tools. Platform Support: Serve as a technical resource for cybersecurity teams who rely on the platforms you manage. Compliance Support: Contribute to initiatives supporting NERC CIP regulatory compliance requirements. Independent Troubleshooting: Proactively...Work at officeWork from homeNight shift
- .... Davidson Companies in Lake Oswego, OR is seeking an exceptional Registered Client Associate to join a high-producing team. This role requires outstanding attention to detail, client service excellence, and the ability to balance multiple requests with integrity and confidentiality...
- ...seeking an exceptional Registered Client Associate to join a dynamic,... ...attention to detail, client service, and integrity with respect... ...review documents, support financial planning with advisors, process... ...transfers and trades, and ensure compliance with policies while...
- ...Financial Management Analyst This position is located in the Air National Guard (ANG)... ...Analyzes and accurately processes financial services transactions (i.e., payroll, debts, and... ...to facilitate best practices and compliance assurance. Analyzes and measures the...Work at office
$131.75k - $192.5k
...building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that... ...legacy of stability, financial strength and exceptional customer service through the contributions of the service-oriented people who...Full timeLocal areaRemote work$160.7k - $365.24k
...and investment consulting services to our clients. Health Consulting Actuaries... ...management and regulatory compliance, data analytics and... ...to clinicians, technology specialists to plan administrators, we... ...healthcare, life insurance and financial services, and property and...Full timeTemporary workWork experience placementWork at officeLocal areaWorldwideFlexible hours$131.75k - $192.5k
...we’ve been able to uphold our legacy of financial stability while investing in new, innovative... ...success including sales, underwriting, compliance, and finance.Promote a culture of... ...financial strength and exceptional customer service through the contributions of the service...Full timeLocal areaRemote work- Mercer is seeking an experienced Health Actuary to join our Actuarial and Financial Consulting teams in a hybrid role. This position supports client engagements across the United States with a minimum in-office presence. You will lead projects, mentor staff, and contribute...Work at office
- ...National Guard position is for a FINANCIAL MANAGEMENT ANALYST, Position... ...processes financial services transactions (i.e., payroll,... ...facilitate best practices and compliance assurance. (15%) 5. Analyzes... ...one of the Recruitment Specialists at the bottom of the announcement...Permanent employmentFull timeTemporary workPart timeWork experience placementWork at officeLocal areaTrial periodShift work
$88k - $140.25k
...Valuation Finance Specialist (Mid or Senior) location: PORTLAND, OR, US, 97232 Company... ...our commitment to a culture of customer service excellence, environmental sustainability... ...Conduct analysis and develop business financial reports and projections through research...Full timeTemporary workLocal area$150k - $225.5k
...Actuary Leader to join our Actuarial and Financial Consulting teams at Mercer. This hybrid... ...can you expect? Responsible for managing client projects that focus on employers’ health... ...engagements, including managing overall service delivery, strategy, financial...Minimum wageWork at officeLocal areaRemote workFlexible hours3 days per week1 day per week- ...Consultant to lead employer health benefits engagements, focusing on financial projections, plan design optimization, and renewal negotiations. You will be the primary financial contact for clients and mentor analysts and associates in a hybrid role (in-office at least...Work at office3 days per week
$148.2k - $292.3k
...apply actuarial, strategic, and analytical experience to help clients evaluate business issues, improve decision-making, and support... ...responsible for delivering strategic and technical consulting services to help clients address complex challenges. Lead actuarial modeling...Local areaVisa sponsorship- ...AdvisorPosition OverviewWe are seeking a knowledgeable and detail-oriented Tax Advisor/Manager to provide expert tax planning and compliance services to our clients. The ideal candidate will have a strong background in tax and accounting, with the ability to navigate complex tax...
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