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Skills:
Marketing, Project Management
In JD:
financial services
Skills:
401(k), Time and Attendance, Workers Compensation, Direct Deposit, garnishments, Readychex, Taxpay, Health and Benefits
In JD:
financial services
Skills:
cash flow statements , QuickBooks Online (QBO), Bank and credit card reconciliations, Bookkeeping cleanup and catch-up projects, Transaction categorization, General bookkeeping principles, Month-end close processes, Financial statements and reporting, Chart of Accounts management
In JD:
financial services
Skills:
Claims Administration, Insurance Claims Processing, Microsoft Applications, Document Management, Data Entry, Risk Assessments
In JD:
insurance
Skills:
Microsoft Excel, Benefits Consulting, Insurance underwriting, Powerpoint, Health Benefits, Health Insurance
In JD:
insurance
Skills:
CRM, Collections handling
In JD:
financial services
Skills:
Microsoft 365, Ontra Insight, iLEVEL, DealCloud, Allvue, document management platforms, Accelex, CRM fund management systems
In JD:
financial services
Skills:
Data Modeling, Python, Sql, Portfolio reconciliation, Generative AI tools, AI prompting, Risk management
In JD:
financial services
Skills:
API testing tools (Postman), Performance and penetration testing (JMeter, CI/CD tools (Azure DevOps), Burp Suite), Cypress), Test automation frameworks (Playwright, Nmap, Selenium, SSMS SQL Query, K6
In JD:
financial services
Skills:
Data Extraction, financial statement production, format conversion, workpaper translation, AI agent calibration, corporate style guides
In JD:
financial services
Skills:
Ms Excel, Global corporate structures, Fiduciary services, KPI tracking tools, Process improvement, DocuSign workflows, Operational risk mitigation, Business process reporting, Risk management compliance, Documentation creation, Contract reviews, Client onboarding lifecycle management
In JD:
financial services
Skills:
Ms Excel, Corporate registrations, US IRS tax administration forms
In JD:
financial services
Skills:
docusign , Ms Excel, Process streamlining, Document workflow management, Quality Control
In JD:
financial services
Skills:
soc 1 , Aml, FATCA, CRS, ISAE 3402, ACAMS, Kyc, ICA
In JD:
financial services
Skills:
data tracking , training facilitation , Customer Success, Hr Coordination, relationship-building, Financial Services, Reporting
In JD:
financial services
Skills:
Investran, Accounting, USGAAP, Complex fund structure waterfall computation, Private equity real estate fund experience, IFRS
In JD:
financial services
Skills:
Negotiation, consumer lending products, collections systems, banking practices
In JD:
banking
Skills:
google drive , Email, zendesk, task management tools, Crm Systems
In JD:
financial services
Skills:
customer service, consultative communication, Objection Handling, FINRA Series 6, Outbound Calling, Sales
In JD:
financial services
Skills:
Ms Office, Customer Service, Collection
In JD:
financial services
