Operations and Finance Coordinator

About the Company: Well-established Investment Advisor, specializing in cash management services and portfolio management is currently seeking and Operations and Finance Coordinator to join their growth-oriented organization.  This is a great opportunity with an exceptional organization.

Type: Contract/Contract to Hire

Pay: Based on experience

Job Description: 

The ideal candidate should thrive in a team environment, excel at data analysis, demonstrate a keen eye for precise detail and possess the desire to learn and grow with the organization. This role represents a great opportunity to join an organization that believes in supporting professional and personal growth with the ability to make an impact on the business. 

• Oversees the transaction process including bank transfers, record updates and client communication 
• Creation of client billings and vendor payments ensuring accuracy and timeliness 
• Consults with business development to enroll new clients, maintain CRM records and coordinate service delivery 
• Develops necessary systems to maintain proper records 
• Oversees account reconciliation and production of regularly scheduled reports 
• Maintain third party relationships to ensure effective operational processes 
• Consults with executives, staff and partners about general operations 


• Bachelor’s degree in Business Administration, Finance, Accounting or related field. 
• 2 – 5 years’ experience in similar position a plus. 
• Proficiency with Microsoft Office Suite; advanced Excel knowledge required 
• Exceptional attention to detail and quality of output; financial experience required 
• Excellent verbal, written, analytical, and organizational skills 
• Experience with a cloud-based CRM and Quickbooks Online preferred 
• Strong multi-tasking abilities 
• A positive attitude, ability to work well independently and within a team, ability to learn new concepts quickly and be reliable for daily/weekly/monthly tasks 

City/State/Zip:Tampa, Florida 33604
Job ID:11417

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