Financial Services Assistant

TMS Financial

Job Description

Financial Services Assistant

TMS Financial is dedicated to being the premier provider of comprehensive tax and financial services for individuals and businesses alike. For more than three decades, we have been a trusted partner in helping clients achieve financial success. Our team provides a full range of services - including tax preparation, small business accounting, investment planning and insurance services - all designed to meet your unique financial goals with integrity and expertise.

TMS Financial is currently looking to hire a full-time Financial Services Assistant for our Green Bay office.

The Ideal Candidate:

Proven understanding of investment products and financial industry
Excellent communication and interpersonal skills
Detail-oriented with a desire for greatest degree of accuracy
Ability to learn and adapt to new computer programs, software and technology while welcoming change and opportunities to continuously learn and improve
Bachelor’s or Associate’s degree in Finance, Business, Accounting, Marketing or related field (preferred but not required)
3+ years of experience in finance or investment industry (preferred but not required)

Responsibilities:

Process new accounts, transfers, contributions and redemptions, beneficiary changes, address changes
Input and maintain accurate client information in all appropriate databases and software applications
Research and resolve client concerns, questions, or requests
Verify all requests are received and handled to completion
Effectively manage and prioritize workflow
Client interaction including inbound phone calls and scheduling of various appointments
Learn and run various specialized financial software applications
Create, enhance, and maintain various reports, database projects and other special projects as directed

The position is year-round with fewer hours outside of tax season. Family-friendly culture, employee-focused, and supports a healthy work life balance.

Apply

Vacancy posted 26 days ago

Similar jobs that could be interesting for youBased on the Financial Services Assistant in Green Bay, WI vacancy

Executive Assistant (Finance)
Job Overview Provides administrative and operational support to leaders and teams by coordinating schedules and meetings, preparing and organizing information, supporting communications and logistics, maintaining records, and helping ensure efficient day-to-day operations...
Suggested
Work experience placement
Work at office
Advantage Life Insurance
De Pere, WI
9 hours ago
Accounts Receivable Specialist
...actively looking for an Accounts Receivable Specialist to join our amazing team. The right person will provide financial, customer, and administrative services to ensure efficient, timely, and accurate payment of assigned accounts. Responsibilities: Apply...
Suggested
Work at office
BayView Industries of Green Bay Inc
Green Bay, WI
13 days ago
Billing Assistant
$23.2 - $25.03 per hour
...organization? Green Bay Water is currently looking for a Billing Assistant to join their team.This position performs work related to the... ...processing of customer payments, processing of meter exchange, customer service scheduling and record keeping, customer file maintenance,...
Suggested
Work at office
GovernmentJobs.com
Green Bay, WI
3 days ago
Accounts Payable Specialist
Behind every smooth-running business is a team that keeps financial operations on track. We're looking for a detail-oriented Accounts Payable... ...problem-solving skillsExcellent attention to detailCustomer service focused with the ability to positively interact directly with...
Suggested
Full time
Green Bay Packaging
Green Bay, WI
9 hours ago
BOOKKEEPER ADMINISTRATOR (FULL TIME)
...customer and employee interactions to ensure customer satisfaction.Assists Controller with reports and weekly closing procedures.Verifies,... ..., Accident Insurance, Hospital Indemnity Insurance, Legal Services, and Choice Auto and Home ProgramMedicalDentalVisionLife Insurance...
Suggested
Full time
Compass Group USA
Green Bay, WI
5 hours ago
Payroll Coordinator
$23 - $26 per hour
...procedures, adheres to policies, and maintains confidentiality. Participate and partner with other finance staff to ensure no gaps in service. Participate in activities and projects related to payroll. What you Need to Succeed Associate's degree in accounting...
Full time
Temporary work
Part time
Work experience placement
Flexible hours
Krueger International
Green Bay, WI
17 hours ago
Accounts Payable Associate
...vendor relationships, and ensuring accurate financial records. The ideal candidate is... ...payment timing, and account balances. Assist with accounts payable reconciliations and... ...~ Excellent communication and customer service skills with the ability to build positive...
Work at office
Truity Partners
Green Bay, WI
4 days ago
Accounts Payable Associate
$30 per hour
...and accurate manner. This position will provide excellent customer service to vendors and internal stakeholders ensuring adherence to the accounts payable policies and procedures. This position will assist in driving accounts payable continuous improvement initiatives...
Hourly pay
Full time
Work at office
Remote work
Winland Foods, Inc.
Green Bay, WI
3 days ago
Payroll Specialist
$25 - $28 per hour
...processing, maintain employee records, resolve payroll questions, and assist with HR administration. Process bi-weekly payroll and... ...and professionalism ~ Team-oriented with a customer-service mindset Pay Compensation starts at $25- $28 per hour, with...
Hourly pay
Full time
Temporary work
Casual work
Work at office
Remote work
Monday to Friday
Tosca
Green Bay, WI
17 hours ago
Billing Clerk
...learn and grow within our dynamic environment. Key Responsibility: Assist in orchestrating precise invoicing, insightful reporting, and... ...reports utilizing data analysis skills, highlighting key financial information and trends for internal and external stakeholders....
Work at office
Flexible hours
Holtger Bros.
Green Bay, WI
17 hours ago
Billing & Invoicing Specialist
...The role focuses on accurate invoicing, reporting, and maintaining strong relationships with customers and internal teams. You will assist with collections, audits, and project support while following established accounting procedures and confidentiality standards....
Work at office
Holtger Bros.
Green Bay, WI
17 hours ago
CPA / Staff Accountant - Tax & Accounting
...review individual and business tax returns Assist with tax planning and year-round tax compliance Prepare financial statements, reconciliations, and general accounting... ...clients and provide responsive, professional service Gradually take on additional client...
Randy Malueg CPA PLLC
Green Bay, WI
1 day ago
BOOKKEEPER ADMINISTRATOR (FULL TIME)
$17 per hour
.... The advertised program is a conversational recruiting assistant that helps you apply to jobs with Compass Group. Message frequency... ..., Accident Insurance, Hospital Indemnity Insurance, Legal Services, and Choice Auto and Home Program In addition, full-time...
Hourly pay
Full time
Temporary work
Part time
Summer holiday
Local area
Immediate start
Remote work
Monday to Friday
Flexible hours
Compass Group
Green Bay, WI
9 hours ago
Patient Services Representative / Medical Assistant
...patient-first care. If you're driven, creative, and ready to make an impact, join us. - Now Hiring: Patient Services Representative / Medical Assistant Locations: Green Bay (with occasional assistance at our Appleton clinic as needed) As a Medical...
Full time
Work at office
Immediate start
Monday to Friday
Flexible hours
Weekend work
Afternoon shift
ADVENT
Green Bay, WI
20 days ago
Accounts Receivable Specialist
...both internal teams and external customers. Responsibilities include: Prepare and process accurate customer invoices for projects, service work, service agreements, and preventative maintenance. Maintain customer account information, including billing contacts,...
Work at office
BAYCOM INC
Green Bay, WI
16 days ago
Patient Services Representative / Medical Assistant
...solutions and patient-first care. If you're driven, creative, and ready to make an impact, join us. Now Hiring: Patient Services Representative / Medical Assistant Locations: Green Bay (with occasional assistance at our Appleton clinic as needed) As a Medical Assistant /...
Full time
Work at office
Immediate start
Monday to Friday
Flexible hours
Weekend work
Afternoon shift
Advent
Green Bay, WI
4 days ago
Payroll Specialist
...Time Off and company paid holidays Drive Your Wellbeing Program (third party nurse partner available at no cost to you) Employee Assistance Program Ongoing training and employee development opportunities Physical Demands The physical demands described here are...
Local area
Paper Transport, Inc.
De Pere, WI
17 hours ago
Accounts Receivable Specialist
...necessary. Skills and qualifications At least two years of accounting or business experience preferred. At least two years of customer service or transportation experience preferred. Strong interpersonal skills. Able to make quick decisions. Able to facilitate change and...
Full time
Monday to Friday
Shift work
Day shift
Schneider National, Inc.
Green Bay, WI
4 days ago
Accounts Payable Specialist
...vacation (increasing to three weeks after just three years of service), five sick days, two emergency days, parental leave and 11 company... ...Resource Groups.* Access to our wellness and employee assistance programs.**Job Description:*****About the Role:***We are seeking...
Full time
Work at office
Immediate start
Day shift
Treehouse Island, Inc.
De Pere, WI
1 day ago
Accounts Payable Specialist
...Budget Supervisors' request. Prepare year-end audit work papers and assist external auditors with annual audits. Maintain knowledge of... ..., communication, conflict-resolution, and customer service skills. Ability to multitask, prioritize, meet deadlines, and...
Work at office
St. Norbert College
De Pere, WI
3 days ago
J.P. Morgan Wealth Management - Private Client Advisor - Green Bay, WI
...building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion... ...our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management,...
Chase
Green Bay, WI
3 days ago
Senior Payroll Tax Analyst
$45 - $60 per hour
...and responses to inquiries. Perform reconciliations to verify the accuracy of tax payments, filings, and ledger activities. Assist in identifying and implementing process improvements for payroll tax operations. Support audit activities by providing necessary...
Hourly pay
Weekly pay
Contract work
Temporary work
Local area
Remote work
Flexible hours
Manpower Group Inc.
Green Bay, WI
17 hours ago
Customer Service Specialist
...MO. We strive to provide best-in-class service to our customers through comprehensive logistics... ..., technology, business intelligence and financial services. At our core, we are a people-... ...documents, shipment tracing, and assisting the accounting department with invoicing...
Full time
Work at office
eShipping, LLC
Green Bay, WI
4 days ago
Work From Home - Part-Time Client Benefits Representative
...Part-Time Financial Services Consultant What could an extra $1,000-$2,000 each month do for your household? Qualified candidates are wanted for the chance to enter financial services on a part-time basis while working fully remotely. This means that you get all the...
Weekly pay
Part time
Remote work
Work from home
AOGarcia
De Pere, WI
17 hours ago
Senior Client Service Associate
...Minnesota, Iowa, and Florida we are proud to service our local communities and make a... ...Associate plays a critical role in supporting financial advisors by delivering exceptional... ...and maintenance requests with precision. Assist with money movements, including wires, ACH...
Bank staff
Work at office
Local area
Nicolet National Bank
Green Bay, WI
3 days ago
Payroll and Benefits Specialist
...eligible employees to review benefit options. Educate employees and assist them with selections for: Health insurance Dental Insurance... ...per year! Paid holidays Paid sick days PTO days Length of Service Awards Picnics, Parties, Family Events Exceptional Workplace...
Temporary work
All shifts
Alive & Kickin' Pizza Crust
Green Bay, WI
2 days ago
J.P. Morgan Wealth Management - Private Client Advisor - Green Bay, WI
...building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion... ...our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management,...
JPMorgan Chase & Co.
Green Bay, WI
4 days ago
Accounts Receivable Specialist
$35k - $48k
Accounts Receivable Specialist Salary: $35,000 - $48,000 Why This Opportunity Stands Out: Join a long-tenured team known for low turnover and workplace stability Gain hands-on experience across the full Accounts Receivable cycle Build your...
Creative Financial Staffing
New Franken, WI
4 hours ago
Financial Services Representative - State Farm Agent Team Member
...~ Bonus based on performance ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Tiona Petrouske... ...customers with financial planning and investment options. Assist customers with portfolio management and asset allocation....
Full time
Tiona Petrouske - State Farm Agent
Green Bay, WI
18 hours ago
Financial Services Agent Farmers Insurance
$75k - $100k
...Financial Services Agent Farmers Insurance $75,000$100,000+ Potential | Commission-Based | Statewide Opportunity Farmers Insurance is seeking motivated Financial Services Agents to help customers pursue their financial goals through life insurance, retirement, and...
Full time
For contractors
Work at office
Farmers Insurance - DistrictÂ 3450
Green Bay, WI
8 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Services Assistant. Be the first to apply!