Finance Associate
Connexa Search Group
Overview Brandon Clark with the Connexa Search Group is recruiting for a new exciting Financial Associate role in the Upstate. This role supports a growing finance and accounting function within a privately held organization. The position focuses on financial operations, documentation, and transactional support across customer accounts and internal processes. The ideal candidate is detail-oriented, organized, and comfortable working across multiple financial workflows in a dynamic environment. This role partners closely with accounting and finance leadership and supports recurring financial activity, reporting, and administrative coordination. Core Responsibilities Support day-to-day financial operations related to customer accounts, contracts, and financial documentation Assist with preparing and organizing financial agreements, account records, and supporting materials Track account activity and maintain accurate records for balances, payments, and correspondence Generate routine statements, summaries, and internal reports on a recurring basis Assist with month-end processes, including reconciliations and documentation support Coordinate financial communications and confirmations related to account activity Maintain structured digital filing systems to ensure compliance, accuracy, and audit readiness Provide administrative and operational support to accounting and finance teams as needed Qualifications Strong attention to detail with the ability to manage multiple tasks simultaneously Solid organizational and documentation skills Proficiency with Microsoft Excel and general office tools Experience with accounting or financial systems preferred Strong written and verbal communication skills Ability to work independently while collaborating effectively with a broader team Connexa does not advertise all of their positions publicly on LinkedIn. Please follow the Connexa LinkedIn page for updates about opportunities. Please feel free to reach out to Brandon with a direct message. #J-18808-Ljbffr
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- ...Analysts and Financial Advisors, if applicable. Qualifications: ~ Bachelor's degree in a related discipline such as Accounting, Finance or Economics ~ Completion of FINRA Securities Industries Essentials (SIE) and Series 65, and Series 7 and Series 66 ~ Holds...Bank staffWork at officeLocal area
$61k - $119k
Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial ...Full timeContract workFor contractorsWork at office$50k
...develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View...Work at officeWork from homeHome officeFlexible hours- Launch your financial services career with an organization that positively impacts thousands of families and communities each year . Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members...Local area
- About Us Here at Baylor Scott & White Health we promote the well-being of all individuals, families, and communities. Baylor Scott and White is the largest not-for-profit healthcare system in Texas that empowers you to live well. Our Core Values are: We serve faithfully...Work at officeImmediate start
- US Heart and Vascular is hiring a Financial Counselor to support patients at Orion Medical in Houston, TX. The role includes verifying insurance benefits, educating patients about their financial responsibilities, and managing payment plans. The candidate must have a High...
- Financial Counselor (2526) Overview Position Type: Full Time Job Shift: Day Education Level: High School Diploma/GED Travel Percentage: None Category: Other Positions Description US Heart and Vascular is needing a Financial Counselor to join our team at Orion Medical in...Full timeWork at officeLocal areaShift work
- Aspirus Health in Wausau, WI is seeking a Financial Counselor I to join our Patient Access-Registration team. The Financial Counselor I manages patient account credits and collection calls, tracks accounts transferred to outside agencies, performs financial assistance ...
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- Overview Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. Responsibilities...Work at officeFlexible hours
$75k - $95k
Are you a caring and energetic individual with attention to detail that loves customer service and creating a “wow” factor in the financial services industry? Do you enjoy interacting with people and helping them fulfill their retirement dreams? Would you enjoy working...Work at officeMonday to Friday$72.25k - $85k
...Required Knowledge, Skills and Abilities: Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related) Passed the Certified Financial Planner (CFP®) exam or holds relevant and approved advanced certification or degree, such...Temporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours- Senior Financial Advisor -Remote/Hybrid Opportunity Overview Seeking an experienced Financial Advisor with an established book of business who wants to grow their practice with a more efficient and supportive platform. This opportunity is ideal for advisors looking for...Remote workFlexible hours
- ...preferred. Experience · Birth Certifications experience preferred. Licenses and Certifications · CHAA - Certified Healthcare Access Associate Upon Hire preferred. Licenses and Certifications · CPI - Crisis Prevention Intervention Training 90 Days required. Skills · Strong...Full timeWork at office
- New York Life Insurance Company is seeking a Financial Professional. This client-based role lets you guide individuals, families and businesses into their financial future by using our extensive insurance and financial product lines. You'll own your career while aligning...
$1,000 per month
Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$1,000 per month
Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground...Full timeFor contractorsInternshipLocal areaFlexible hours- If you’re a top-performing sales rep, you already know the reality of most industries: Income ceilings are real Compensation plans change without warning Promotions are limited Your success is tied to someone else’s system And no matter how hard you work… you’re still ...
- Overview Unlock your potential as an Epicor Financial Consultant in a fully remote position, where you can make a significant impact on businesses using Epicor ERP. Responsibilities Key responsibilities include analyzing client needs, implementing effective solutions, ...Remote workFlexible hours
- TwinThread is seeking a Private Client Advisor to deliver tailored investment solutions and comprehensive financial planning to clients in Wisconsin. The role requires a valid Series 7 and Series 66 license as well as a strong background in client relationships and financial...
$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal area- About the job Financial Consultant (Remote) Empower Your Family’s Future with a Flexible, Remote Financial Consulting Role About Us: We’re a leading financial services company dedicated to helping families build and protect their wealth. Licensed across the U.S...Extra incomeImmediate startRemote workWork from homeFlexible hours
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- Job Overview As a Financial Solutions Advisor Stage I, you will obtain your Securities Industry Essentials (SIE), Series 7, and Series 66 licenses within the first 120 days of employment. Once licensed, you will begin working in a financial center, advising clients on ...Work at officeImmediate startMonday to FridayDay shift
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