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Shield Financial Jobs in Colorado (NOW HIRING)

Mattr

Billing and Collections Specialist

Grand Junction, CO

$17.75 - $24.25/hr

This position helps maintain strong customer relationships while supporting cash flow, financial ... Multiple medical, dental & vision plan options (Blue Cross Blue Shield & VSP) * Health Savings ...

Mattr

Billing and Collections Specialist

Grand Junction, CO · On-site

$17.75 - $24.25/hr

This position helps maintain strong customer relationships while supporting cash flow, financial ... Multiple medical, dental & vision plan options (Blue Cross Blue Shield & VSP) * Health Savings ...

Priester Holdings

Junior Accountant

Englewood, CO · On-site

$65 - $80/hr

... financial security, and well-being of our team members, including: Health & Wellness * Medical coverage (PPO and High Deductible plans) through Blue Cross Blue Shield * Dental and vision coverage

Upstate Coin & Gold

Salesforce Engineer

Centennial, CO · On-site

$130 - $170/hr

Deep understanding of Salesforce Shield, advanced sharing models, and encryption. * Bachelor ... Domain expertise in Financial Services, FinTech, or Commodities. * Experience with AI tools like ...

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Shield Financial information

What is Shield Financial?

Shield Financial is a financial services company that specializes in offering insurance, investment, and retirement planning solutions. They work with individuals, families, and businesses to help protect assets and achieve long-term financial goals. Shield Financial offers products such as life insurance, disability insurance, annuities, and wealth management services. Their advisors provide personalized financial planning based on each client's unique needs and objectives.

How does a Shield Financial advisor collaborate with other departments to deliver comprehensive client solutions?

As a Shield Financial Advisor, you’ll often work closely with specialists from departments such as investment management, insurance, and client support to develop holistic financial plans. This means regularly participating in cross-functional meetings to review client portfolios, discuss strategy, and coordinate service delivery. Effective communication and teamwork are essential, as you’ll need to ensure that all aspects of a client’s financial needs are addressed seamlessly. This collaborative environment not only supports your clients’ goals but also provides opportunities to learn from colleagues and expand your own expertise.

What are the key skills and qualifications needed to thrive as a financial advisor at Shield Financial?

To thrive as a Financial Advisor at Shield Financial, a solid grasp of financial planning, investment strategies, and relevant regulations is essential, often supported by a finance degree and certifications like CFP or Series 7. Familiarity with financial analysis software, CRM systems, and portfolio management tools is typically required. Outstanding interpersonal skills, ethical judgment, and effective communication help build trust and long-term relationships with clients. These skills ensure advisors provide sound financial advice, maintain compliance, and foster client satisfaction and retention.

What is the difference between Shield Financial vs Financial Advisor?

AspectShield FinancialFinancial Advisor
CredentialsMay include licenses like Series 7, 66, or CFP certificationTypically holds CFP, CFA, or Series licenses
Work EnvironmentFinancial institutions, advisory firms, or independentBanking, independent practice, or firm-based
Industry UsageUsed by firms offering financial products and servicesUsed by professionals providing personalized financial planning

Shield Financial and Financial Advisor roles often require similar certifications and work in related environments. While Shield Financial may focus on specific financial products or services, Financial Advisors generally provide comprehensive financial planning. Both roles serve clients in the financial industry, but their scope and focus can differ based on employer and specialization.

What are popular job titles related to Shield Financial jobs in Colorado?

For Shield Financial jobs in Colorado, the most frequently searched job titles are:

What job categories do people searching Shield Financial jobs in Colorado look for?

The top searched job categories for Shield Financial jobs in Colorado are:

What cities in Colorado are hiring for Shield Financial jobs?

Cities in Colorado with the most Shield Financial job openings:

Shield Financial jobs near you

Billing and Collections Specialist

Mattr

Grand Junction, CO

$17.75 - $24.25/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 10 days ago

Job description

Summary

As a Billing and Collections Specialist, you will play a critical role in supporting the financial operations of the business by ensuring accurate billing, timely collections, account reconciliation, and payment processing. This position helps maintain strong customer relationships while supporting cash flow, financial accuracy, and operational success through effective collections, invoice preparation, and month-end accounting support.

Responsibilities

  • Prepare accounts receivable invoices, credits, and adjustments.
  • Obtain required approvals for invoices, credits, and adjustments in accordance with delegated authority requirements.
  • Assist with general ledger entries and account reconciliations.
  • Verify sales tax compliance on customer invoices.
  • Conduct collection activities on overdue customer accounts in accordance with company policies and procedures.
  • Investigate and resolve account payment discrepancies and reconciliation issues with customers and internal stakeholders to facilitate timely payment.
  • Reconcile customer accounts and ensure account balances are accurate and current.
  • Accurately and promptly post customer payments.
  • Support month-end accounting activities related to billing and collections.

Qualifications

Required Qualifications

  • College Diploma (3-year program) or equivalent combination of education and experience.
  • 3 to 5 years of experience in billing, collections, accounts receivable, or a related accounting function.
  • Strong attention to detail and accuracy in financial transactions and recordkeeping.
  • Ability to analyze and resolve account discrepancies and reconciliation issues.
  • Effective communication and customer service skills with the ability to interact professionally with internal and external stakeholders.

Preferred Qualifications

  • Experience with customer account reconciliations, collections, invoice preparation, and payment processing.
  • Knowledge of sales tax requirements and invoice compliance.
  • Experience supporting month-end accounting activities and general ledger reconciliations.

Why Join Mattr?

  • Multiple medical, dental & vision plan options (Blue Cross Blue Shield & VSP)
  • Health Savings Account (HSA) with monthly company contributions
  • 401(k) with dollar-for-dollar match, vested from day one
  • Incentive bonus plans + paid vacation & sick leave
  • Employer-paid Life, AD&D, and Long-Term Disability insurance
  • Wellness incentives
  • Free Employee Assistance Program (EAP)
  • Discounts on fitness, shopping & travel (Blue365, LifeMart & more)
  • Year-round permanent work at one location with tools, PPE & safety training
  • Onsite parking + staff social events

Flexpipe, a division of Mattr manufactures and sells spoolable composite pipe, used primarily by oil and natural gas producers in applications which benefit from the product's pressure and corrosion resistance capabilities. We have manufacturing facilities in Calgary, Alberta, with additional sales, service and distribution facilities in Northern Alberta, Saskatchewan, Texas, Colorado, Utah, California, North Dakota, and Australia. Mattr is a highly successful global energy services company, leading its competitors in all market segments and financially positioned to continue its growth and success well into the future.
At Mattr we have built a true team environment where all employees are empowered to contribute to the success of the company. Collaboration and communication are encouraged and good ideas are welcome from all functions and levels in the company.
 

We welcome applications from internal applicants for this opportunity, however in order to be eligible to apply to for a new job employees of Mattr must have one (1) year of service in their current job and be in good standing . You must apply online using SuccessFactors for your application to be received. While you do not need to seek Supervisor approval to apply for jobs your Supervisor will be contacted for an internal reference if your application advances to the formal interview stage.
 

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