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Tms Financial

60 Tms Financial Jobs Hiring Near You

TMS Financial

Financial Services Assistant

Green Bay, WI · On-site

$25 - $37/hr

Financial Services Assistant TMS Financial is dedicated to being the premier provider of comprehensive tax and financial services for individuals and businesses alike. For more than three decades, we ...

TMS Financial

Financial Services Assistant

Green Bay, WI · On-site

$25 - $37/hr

Financial Services Assistant TMS Financial is dedicated to being the premier provider of comprehensive tax and financial services for individuals and businesses alike. For more than three decades, we ...

TMS Financial

Senior Staff Accountant

Green Bay, WI

$28 - $39/hr

Senior Staff Accountant TMS Financial is dedicated to being the premier provider of comprehensive tax and financial services for individuals and businesses alike. For more than three decades, we have ...

TMS Financial

Senior Staff Accountant

Green Bay, WI · On-site

Salary: $28-$39/hr Senior Staff Accountant TMS Financial is dedicated to being the premier provider of comprehensive tax and financial services for individuals and businesses alike. For more than ...

TMS Financial

Senior Staff Accountant

Green Bay, WI · On-site

$28 - $39/hr

Senior Staff Accountant TMS Financial is dedicated to being the premier provider of comprehensive tax and financial services for individuals and businesses alike. For more than three decades, we have ...

tms

Finance Director - FP&A

Chicago, IL · On-site

$170K - $185K/yr

ABOUT US tms unites technology, marketing, and sourcing to drive transformational change for the ... WHY WE THINK YOU WILL LOVE THIS ROLE As Director, FP&A, you will lead the Global Category ...

tms

Finance Director - FP&A

Chicago, IL · Hybrid

$170K - $185K/yr

ABOUT US tms unites technology, marketing, and sourcing to drive transformational change for the ... WHY WE THINK YOU WILL LOVE THIS ROLE As Director, FP&A, you will lead the Global Category ...

NeuroStim TMS Centers

TMS Clinic Coordinator

Spokane, WA · On-site

$24 - $26/hr

TMS Clinic Coordinator Location: Onsite - Spokane, WA Clinic Employment Type: Full-Time, W-2 ... Provider, Team & Financial Coordination (15-20%) * Maintain ongoing provider communication on ...

Northeast Health Services

TMS Technician

Framingham, MA · On-site

$20 - $25/hr

... financial security. * Immerse yourself in a community united by a deep commitment to enhance mental health and revolutionize client care. * Embrace a journey of continuous learning, guided by ...

New

Northeast Health Services

TMS Technician

Danvers, MA

$20 - $25/hr

... financial security. * Immerse yourself in a community united by a deep commitment to enhance mental health and revolutionize client care. * Embrace a journey of continuous learning, guided by ...

ARC Health Partners

TMS Clinic Coordinator

Vancouver, WA · On-site

$24 - $26/hr

Provider, Team & Financial Coordination (15-20%) * Maintain ongoing provider communication on ... NeuroStim TMS Centers is a growing network of outpatient mental health clinics specializing in ...

ARC Health

TMS Clinic Coordinator

Spokane, WA · On-site

$24 - $26/hr

Job Type Full-time Description TMS Clinic Coordinator Location: Onsite - Spokane, WA Clinic ... Provider, Team & Financial Coordination (15-20%) * Maintain ongoing provider communication on ...

ARC Health

TMS Clinic Coordinator

Lake Elmo, MN · On-site

$25 - $27/hr

Job Type Full-time Description TMS Clinic Coordinator Location: Onsite - St. Paul, MN Clinic ... Provider, Team & Financial Coordination (15-20%) * Maintain ongoing provider communication on ...

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All JobsTms Financial Jobs

Financial Services Assistant

TMS Financial

Green Bay, WI

$25 - $37/hr

Full-time

Posted 4 days ago

Job description

Financial Services Assistant


TMS Financial is dedicated to being the premier provider of comprehensive tax and financial services for individuals and businesses alike. For more than three decades, we have been a trusted partner in helping clients achieve financial success. Our team provides a full range of services - including tax preparation, small business accounting, investment planning and insurance services - all designed to meet your unique financial goals with integrity and expertise.

TMS Financial is currently looking to hire a full-timeFinancial Services Assistant for ourGreen Bayoffice.

The Ideal Candidate:

  • Proven understanding of investment products and financial industry
  • Excellent communication and interpersonal skills
  • Detail-oriented with a desire for greatest degree of accuracy
  • Ability to learn and adapt to new computer programs, software and technology while welcoming change and opportunities to continuously learn and improve
  • Bachelor's or Associate's degree in Finance, Business, Accounting, Marketing or related field (preferred but not required)
  • 3+ years of experience in finance or investment industry (preferred but not required)

Responsibilities:

  • Process new accounts, transfers, contributions and redemptions, beneficiary changes, address changes
  • Input and maintain accurate client information in all appropriate databases and software applications
  • Research and resolve client concerns, questions, or requests
  • Verify all requests are received and handled to completion
  • Effectively manage and prioritize workflow
  • Client interaction including inbound phone calls and scheduling of various appointments
  • Learn and run various specialized financial software applications
  • Create, enhance, and maintain various reports, database projects and other special projects as directed

The position is year-round with fewer hours outside of tax season. Family-friendly culture, employee-focused, and supports a healthy work life balance.

Apply