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Fintech
Provides administrative support for commercial loan functions, including managing loan relationships, maintaining electronic loan files and documents, and assisting clients and vendors with billing, documentation, and loan servicing. Requires strong organizational, communication, typing, mathematics, and computer skills, along with the ability to work in a fast-paced environment and serve as a notary public.
Top Skills:
ExcelMicrosoft OutlookMicrosoft Word
Fintech • Payments • Financial Services
Drive new business growth for retirement plan administration and consulting services across an assigned territory. Build relationships with financial advisors, recordkeepers, CPAs, plan sponsors, and other industry partners; develop sales pipelines; deliver consultative education on retirement plan design and compliance; coordinate events; forecast opportunities in HubSpot; and collaborate with actuarial, relationship management, operations, and national sales teams.
Top Skills:
Hubspot Crm
Fintech • Software • Financial Services
Processes and reconciles ACH payments, lockbox checks, invoices, and unapplied cash. Maintains accurate transaction balances, supports collateral analysts, monitors client reporting requirements, identifies operational risks, and manages a small accounts receivable client portfolio while meeting verification and collection requirements.
Top Skills:
AchFactoring SoftwareLoan SoftwareLockbox Payment Processing
Fintech • Information Technology • Internet of Things • Software
Own Middesk’s paid acquisition engine across search, social, display, retargeting, intent placements, and sponsored content. Manage budgets and agency execution, build CAC and payback models, connect spend to qualified pipeline and revenue, run channel and creative tests, and partner with engineering and product design on landing pages and conversion tracking. The role requires hands-on execution, strategic planning, executive-level measurement accountability, and evidence-based budget scaling.
Top Skills:
Ai-Assisted Creative TestingConversion TrackingDisplay AdvertisingIntent DataPaid Search AdvertisingPaid Social AdvertisingRetargeting
Fintech • Software • Analytics • Financial Services
Own daily help desk operations and provide Tier 1–3 technical support. Administer Microsoft 365, Entra ID, Intune, Exchange Online, SharePoint, Teams, endpoints, identity, networks, servers, backups, and security platforms. Manage onboarding and offboarding, monitor infrastructure and security alerts, maintain technology assets and documentation, support vendors and projects, and recommend operational improvements. Serve as the operational backup to the IT Operations Architect while escalating significant risks and business impacts.
Top Skills:
AntivirusAsset-Management SystemsBackup And RecoveryChange-Management SystemsComptia A+DhcpDirectory ServicesDlpDnsEdrEndpoint ManagementEntra IdExchange OnlineFirewallsGroup PolicyIntunemacOSMdrMicrosoft 365Microsoft TeamsMonitoring PlatformsPatchingRemote-Monitoring SystemsRoutingSharepoint OnlineSwitchingTcp/IpTicketing SystemsVirtualizationVlansVpnWindowsWindows ServerWireless NetworksXdr
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Artificial Intelligence • Fintech • Software • Analytics • Financial Services
Accounting intern supporting a new investment product’s payout structure, partner capital and return tracking, statement reconciliation, exchange and prime broker balance reconciliation, bookkeeping, expense categorization, and month-end close. The role requires strong spreadsheet skills, financial accounting coursework, accurate communication, reliability, and daily follow-through. Bookkeeping, audit, fund accounting, and familiarity with profit splits or accrual calculations are preferred.
Top Skills:
Spreadsheets
Artificial Intelligence • Fintech • Productivity • Software
Manage federal and state tax compliance and consulting for startup clients, including corporate tax return reviews, filing deadlines, international tax work, financial statement support, client communication, and tax research. Maintain client records and projects in cloud-based systems, monitor support channels, collaborate with accounting, operations, sales, and marketing teams, and manage multiple client deadlines.
Top Skills:
ExcelProconnect Tax SoftwareQuickbooks OnlineSlack
Fintech • Software • Financial Services
Manages treasury operations for an international commodity trading business, including working capital, cash and liquidity management, trade finance instruments, bank facilities, collateral requirements, forecasting, reporting, and treasury projects. The role partners with global treasury, technology, and middle office teams to improve systems, processes, and operational structures.
Top Skills:
CalypsoSAP
Fintech • Software • Financial Services
Manage and trade active and index-based ETF portfolios, including portfolio monitoring, trade execution, rebalancing, ETF basket preparation, compliance reporting, and daily reconciliation. The role supports portfolio managers, liaises with clients, monitors investment guidelines, identifies process improvements, and contributes investment insights while managing multiple deadlines with strong attention to detail.
Top Skills:
BloombergExcelPythonVBA
Fintech
Conduct contract compliance and financial audits, analyze large datasets, assess operational processes and internal controls, identify breakdowns, and recommend improvements. The role requires strong accounting knowledge, client and vendor communication, business report writing, and the ability to train and manage less experienced auditors.
Top Skills:
Microsoft AccessExcel
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