Finance SpecialistCYNET SYSTEMS • Springfield, MA, United States
serp_jobs.error_messages.no_longer_accepting
Finance Specialist
CYNET SYSTEMS • Springfield, MA, United States
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
- serp_jobs.job_card.full_time
job_description.job_card.job_descriptionEnter client data into financial planning software including eMoney, Right Capital, and Money Guide Elite. Assist team members with plan analysis, design, and development of client strategies to achieve financial goals. Manage workflow between advisors, planners, and consultants to ensure timely plan delivery. Serve as a communication bridge between planning teams to ensure smooth collaboration. Prepare correspondence, track financial plan progress, and follow up where needed. Proactively engage with advisors to ensure efficient planning processes and follow-up on annual plan renewals. Resolve Not-in-Good-Order (NIGO) issues promptly. Research and recommend new workflow or software solutions to improve processes. Create and organize presentation materials for team members. Work closely with consultants to keep them informed of upcoming commitments and responsibilities. Support advisors with proactive solutions that improve efficiency and profitability. Embrace the organization s consultative approach to client service through continuous improvement and collaboration. Strong proficiency in eMoney (must be an active user). Excellent communication skills, both verbal and written. Technological proficiency with advanced skills in Excel, PowerPoint, and other digital tools. Strong research and problem-solving abilities. Highly organized with attention to detail and accuracy. Team-oriented with strong collaboration and interpersonal skills. Minimum 1 year of experience in financial services. Series 7 license required at time of application. Series 63 or equivalent license required or must be obtained within 180 days of start.
Job Description :
Pay Range : $25hr - $30hr
- The Financial Planning Support Specialist will be responsible for supporting advisors and consultants by handling client data entry, assisting in financial plan design, and coordinating workflow between planning teams.
- This role ensures smooth communication between advisors and consultants while maintaining accuracy and timeliness in all aspects of the financial planning process.
Responsibilities :
Skills :
Experience :
Qualification And Education :
serp_jobs.job_alerts.create_a_job
Finance Specialist • Springfield, MA, United States
Job_description.internal_linking.related_jobs
Are you passionate about precision, numbers, and helping clients succeed? We’re looking for a phenomenal Financial Data Specialist to join our Finance Team at Checkwriters!.In this role, you’ll be ...serp_jobs.internal_linking.show_more
Kestra Financial Independent Advisor is seeking a talented.In this role, you will support our financial planners by conducting in-depth financial analysis, preparing comprehensive financial plans, ...serp_jobs.internal_linking.show_more
Finance Analyst - Remote West Coast.CBRE Global Workplace Solutions (GWS) works with clients to make real estate a significant contributor to organizational productivity and performance.Our account...serp_jobs.internal_linking.show_more
A leading university in Connecticut is seeking a Chief Financial Officer to oversee finance and budget operations.The CFO will report to the President and ensure the institution's financial health ...serp_jobs.internal_linking.show_more
Role : Treasury Analyst Consultant.The Treasury Analyst of Mutual Fund Administration will be responsible for oversight functions related to custody-related items including managing and executing tr...serp_jobs.internal_linking.show_more
Remote - US - Remote - US - United States of America, Sunrise - Florida - United States of America.As a CBRE Finance Analyst, you will apply basic cash and accrual accounting fundamentals to prepar...serp_jobs.internal_linking.show_more
Finance Manager Salary $140,000-165,000 + bonus.Why this Finance Manager opportunity.The industry-leading organization is backed by private equity, is searching for a.
A privately held organization ...serp_jobs.internal_linking.show_more
Finance Revenue & Collections Managing Specialist, Northampton.CSO is looking for a Finance Revenue and Collections Managing Specialist to join our Billing team in Northampton.The Finance Revenue a...serp_jobs.internal_linking.show_more
The flagship of the Commonwealth, the University of Massachusetts Amherst is a nationally ranked public land-grant research university that seeks to expand educational access, fuel innovation and c...serp_jobs.internal_linking.show_more
Stanley Black & Decker Leadership Program (SLP) - Finance - Hybrid.Come make the world and accelerate your success.It takes great people to achieve greatness.
People with a sense of purpose and inte...serp_jobs.internal_linking.show_more
Every day, more than 40,000 Hartford HealthCare colleagues come to work with one thing in common : Pride in what we do, knowing every moment matters here.
We invite you to become part of Connecticut'...serp_jobs.internal_linking.show_more
This position supports the work of the Y, a leading nonprofit, charitable organization committed to strengthening community through youth development, healthy living and social responsibility.The A...serp_jobs.internal_linking.show_more
What Finance Operations contributes to Cardinal Health.Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares an...serp_jobs.internal_linking.show_more
As a global manufacturer of complex aircraft engine components, Pursuit Aerospace is founded on a commitment to relentless, continuous, operational improvement and extraordinary customer service.We...serp_jobs.internal_linking.show_more
Every day, more than 40,000 Hartford HealthCare colleagues come to work with one thing in common : Pride in what we do, knowing every moment matters here.
We invite you to become part of Connecticut’...serp_jobs.internal_linking.show_more
Stanley Black & Decker Leadership Program (SLP) - Finance - Hybrid.Come make the world and accelerate your success.It takes great people to achieve greatness.
People with a sense of purpose and inte...serp_jobs.internal_linking.show_more
At EY, we're all in to shape your future with confidence.We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go.Join EY and help ...serp_jobs.internal_linking.show_more
Ready to be pushed beyond what you think you’re capable of?.At Coinbase, our mission is to increase economic freedom in the world.
It’s a massive, ambitious opportunity that demands the best of us, ...serp_jobs.internal_linking.show_more
Payroll Finance Specialist
CheckWriters • Northampton, MA, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Planning Specialist
Kestra Financial Independent Advisor • Avon, CT, US
serp_jobs.job_card.full_time
serp_jobs.filters_job_card.quick_apply
serp_jobs.last_updated.last_updated_30
Finance Analyst - Remote West Coast (WA, CA, OR)
Remote Staffing • Hartford, CT, US
serp_jobs.filters.remote
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Strategic Finance Leader for Higher Education
University of Connecticut • Hartford, CT, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Treasury Analyst Consultant -US
Zortech Solutions • Hartford, CT, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Sr Finance Analyst
CBRE • Hartford, CT, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Special Projects, Finance Manager
CFS • Hartford, Connecticut, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Finance Revenue & Collections Managing Specialist, Northampton
Clinical & Support Options • Northampton, MA, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Research Support Specialist - Grants & Finance (Remote Opportunity)
UMass Amherst • Amherst, MA, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
SLP - Finance
Stanley Black & Decker • New Britain, CT, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Analyst II / Finance Budget
Hartford HealthCare at Home • Hartford, CT, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Accounts Payable Specialist
YMCA of Greater Springfield • Springfield, MA, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Senior Analyst, Finance Operations - Contracting
Cardinal Health • Hartford, CT, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Manager, Finance and Special Projects
Pursuit Aerospace • Manchester, CT, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Analyst II / Finance Budget
Hartford Healthcare • Hartford, CT, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
SLP - Finance
Stanley Black and Decker • New Britain, CT, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
SAP - Finance Product Costing - Senior - Tech Consulting - Open Location
EY • Hartford, CT, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Senior Finance & Strategy Analyst, FP&A
Coinbase • Hartford, CT, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted