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
$100k - $250k
...mindset with a commitment to a consultative, relationship-first planning process. Compensation & Professional Development Transition financing and highly competitive commission payout schedules. Access to shared corporate office space and administrative assistant support....SuggestedWork at officeLocal area$24.04 per hour
Driven. Engaging. Innovative. Do these words motivate you? If so, then we want to talk with you. Academy of Art University offers a rewarding employment experience for those who excel in a dynamic environment and who can consistently deliver high-caliber customer service...SuggestedHourly payFull timeLocal area- The Financial Aid Department is recruiting for one full time Financial Aid Counselor. Under the guidance of the Director of Financial Aid, this position supports the day-to-day operations of the Office of Financial Aid by serving as the primary lead in the coordination...SuggestedFull timeWork experience placementWork at officeNight shift
- 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...SuggestedLocal area
- ...Point 340 W North Commerce St Wills Point, TX 75169, USA Wills Point 340 W North Commerce St Wills Point, TX 75169, USA The Financial Associate (Teller/New Accounts) is responsible for providing a consistent positive and professional customer service experience...SuggestedWork at office
$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- 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
- 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
$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- ...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
$45k
...application process for financial aid programs. Responsibilities may include but are not limited to performing a variety of duties associated with the awarding, disbursing, and returning of federal, state, and other financial aid assistance programs. The Financial Aid...Full timeWork at officeMonday to FridayFlexible hoursShift workAfternoon shift- ...in service. Join us and help make a positive impact on the financial well‑being of individuals and families. Bachelor's degree in finance, economics, or a related field. Previous experience in financial consulting or a similar role is preferred. Strong analytical and problem...
$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 areaRemote workFlexible hours$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- TwinThread is searching for a Private Client Advisor to deliver comprehensive financial planning and personalized investment solutions in Wisconsin. You will build strong client relationships, educate clients on available technologies, and foster a culture of diversity...
- 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., Canada...Extra incomeRemote workWork from homeFlexible hours
$85k - $95k
Want to learn more about this role and Jobot? Click our Jobot logo and follow our LinkedIn page! Overview HYBRID OPPORTUNITY | Great Benefits | Stellar Reputation This Jobot Job is hosted by Caitlin Pohl Are you a fit? Easy Apply now by clicking the "Easy Apply" button...Local areaRemote work- ...to join our team. The role will be an individual contributor and will directly report to the Senior Director, Head of Operational Finance. The ideal candidate will be responsible for leading budget and forecast for various departments, providing financial insights and...Rotational programFlexible hours
- ...Upshop across 50,000+ stores in 35 countries. The Opportunity Upshop is looking for a Senior FP&A Analyst to strengthen a fast-moving Finance function. This is a hands-on role for someone who builds financial models well, understands SaaS economics, and uses AI and...Flexible hours
- ...committed to investing in their growth and development. The Associate Financial Advisor is responsible for managing existing client... ...undergraduate degree in a related discipline such as Business, Accounting, Finance or Economics. ~ Completion of FINRA Securities Industries...Work at officeLocal area
$90k - $180k
Wealth Management Relationship Manager Serves as the primary relationship manager for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, delivering a comprehensive wealth management experience that integrates banking solutions, investment strategies, and ...Part timeLocal area- About The Role Imagineworkingsomewherethatoffersmorethanasteadypaycheck;aplacewhereyouhaveownership, employees are celebrated and growth is encouraged, both personally andprofessionally. At Guaranty Bank & Trust, we improve the financial well-being of our customers while...Hourly payFull timeTemporary workPart timeWork at officeLocal areaVisa sponsorshipWork visaWeekend workAfternoon shift
- ...information in creating customized customer solutions.* **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.To...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- LOCATION: 1905 Stewart Avenue, Wausau, WI 54401 HOURS: Monday through Friday 8 AM - 5 PM, with an occasional Saturday morning rotation 9 AM - 12 PM if needed A Little About Peoples Peoples State Bank's vision is to "be a catalyst for growth with our customers." That starts...Monday to FridayFlexible hoursDay shift
- At least 18 years of age High school diploma, high school equivalency or currently attending high school Six months of work experience in a retail or customer service environment preferred Must be able to work a flexible schedule including evenings, weekends, and holidays...Work experience placementWork at officeFlexible hoursAfternoon shift
- Job Details Job Location: Whitesboro Branch - Whitesboro, TX 76273 Position Type: Full Time First State Bank’s mission is to treat the community as our home, customers as our neighbors, employees as our family, and by so doing, create value for our shareholders. Our Core...Full timeWork at office
- Purpose: While projecting a professional image; interact with new and existing customers and match services that best fit their individual needs. Maintain and service an existing client base of business. Respond to inquiries and resolve issues. Essential Functions: Ensure...Work experience placement
- ...for various needs. The noise level in the work environment is usually moderate. Work involves the typical risks and discomforts associated with an office environment but is usually in an adequately cooled, heated, lighted, and ventilated area. Work Hours To meet the department...Hourly payFull timeContract workWork at officeShift work
- Huntington Bank is seeking a Financial Relationship Banker in Flatonia, TX. This role requires excellent customer service to help individuals achieve their financial goals through proactive banking solutions. The ideal candidate will have a High School Diploma or GED and...
- KeyBank is seeking a Personal Banker who engages clients to understand their financial needs and provides guidance to improve their financial wellness, both in person and via proactive outreach. The role emphasizes relationship building, sales-driven results, and collaboration...
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