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Financial services representative • davie fl

Last updated: 2 hours ago

Senior Accountant, Student Financial Services

Broward CollegeFort Lauderdale, FL, United States
$52,900.00 yearly
Full-time +1

Senior Accountant, Student Financial Services.This position supports the operations of the College's Bursar's Office.Works closely with the Bursar in developing and implementing operational procedu... Show more

Financial Services Entry Level - Remote

American Income Life Insurance CompanyPembroke Pines, FL, US
$75.00 hourly
Remote
Full-time
Quick Apply

The Year for Growth, Opportunity and Flexibility Are you ready for a career change in 2021?.At American Income Life, we are searching for ambitious individuals who are ready to build a successful c... Show more

Financial Representative Career Changer Opportunity

Northwestern Mutual - Lawhon NetworkFort Lauderdale, FL, US
$67,000.00 yearly
Full-time

Northwestern Mutual – Lawhon Network, recognized as a.Top 100 Workplace in 2025 by the Sun Sentinel.Our mission is to lead and inspire individuals by aligning their vision, values, and actions to a... Show more

Financial Consultant, Truist Investment Services, Fort Lauderdale, FL

SunTrust Investment Services, Inc.Fort Lauderdale, FL, United States
Full-time +2

Provide consultative, sales and technical support to one or more Financial Advisors, working closely with the Financial Advisors to meet the needs of current clients and actively sourcing prospecti... Show more

Representative - Patient Financial Services I

Memorial Healthcare SystemPembroke Pines, US
Full-time

Complexity of Work: Requires excellent communication skills, critical thinking skills, decisive judgment, and the ability to work with minimal supervision.Must be able to work in a stressful enviro... Show more

 • Promoted

Member Services Representative

Planet FitnessFort Lauderdale, FL, US
Full-time

Flynn Fitness is one of seven premier brands of Flynn Group, which has grown to be the largest franchise operator in the world.Flynn owns and operates a diversified portfolio of restaurants in icon... Show more

Insurance and Financial Services Position - State Farm Team Member

Janet Fernandez - State Farm AgentCooper City, FL, US
$50,000.00 yearly
Full-time

We offer a variety of benefits to support our team, including: .Salary & Commission/Bonus* .Growth Potential & Opportunity for Advancement within my Agency .Agent Aspirant Program for Indiv... Show more

Financial Controller

The Casino at Dania BeachDania, FL, United States
Full-time

The Financial Controller manages all accounting operations to ensure accuracy, compliance, and alignment with company policies and Generally Accepted Accounting Principles (GAAP).This role drives p... Show more

 • New!

Financial Services Representative – State Farm Agent Team Member

Jessica Alvarez - State Farm AgentPlantation, FL, US
$60,000.00 yearly
Full-time

As a Financial Services specialist with Jessica Alvarez Agency, you will successfully market the financial products that manage everyday risks.Your proficient knowledge of financial products reinfo... Show more

Tax Manager, Financial Services (Banking)

CroweFort Lauderdale, FL, United States
$95,500.00 yearly
Full-time

Manager, Financial Institutions Tax Practice.Your journey at Crowe starts here:.At Crowe, you can build a meaningful and rewarding career.With real flexibility to balance work with life moments, yo... Show more

Financial Services Team Associate - Fort Lauderdale, FL

Coastal WealthFort Lauderdale, FL, US
Full-time +1

Madrigal, ChFC®, AAMS® a Financial Planner at Coastal Wealth, a growing financial services firm dedicated to helping individuals, families, and businesses build and protect their wealth.The firm of... Show more

Financial Services Representative - Ft.Lauderdale

Fidelity InvestmentsFort Lauderdale, FL, United States
Full-time

Financial Services Representative.Have a passion for helping people? Join our team of Financial Services Representative where you'll have dedicated time to focus on growth and career development, w... Show more

 • New!

Supervisor Patient Financial Services

Broward HealthFort Lauderdale, FL, United States
Full-time

Patient Access Medicaid Eligibility and Financial Assistance Supervisor.Oversees daily operations of Patient Access Medicaid Eligibility and Financial Assistance services across Emergency Departmen... Show more

Financial Services Tax Senior

Madison-DavisSouth Florida, FL, US
Full-time
Quick Apply

A leading public accounting firm is seeking a Tax Senior to join its Financial Services Tax practice.This role provides exposure to hedge funds, private equity funds, real estate funds, and investm... Show more

Insurance and Financial Services Position - State Farm Agent Team Member

Jimmy Peralta - State Farm AgentHollywood, FL, US
$48,000.00 yearly
Full-time

Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Insurance and Financial Services Position - State Farm Agent Team Member.We seek an energe... Show more

 • New!

Financial Services Representative - State Farm Agent Team Member

Yamelys Santana - State Farm AgentHallandale Beach, FL, US
$70,000.00 yearly
Full-time

Are you passionate about helping individuals and families protect what matters most? Our State Farm agency is seeking a customer-focused Financial Services Representative with a strong emphasis on ... Show more

College Financial Representative, Internship Program

Northwestern MutualFort Lauderdale, FL, United States
Full-time +1

Northwestern Mutual College Financial Representative Internship.College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... Show more

Remote Customer Service Representative (Financial Services)

Thrivas Staffing AgencyMiramar, FL, US
Remote
Full-time

Financial services firm is currently hiring a remote Customer Service Representative.The position is full time with hours Monday through Friday from 9:00 a.The company offers a full incentive and b... Show more

Financial Representative

Western & Southern LifeHollywood, FL, United States
Full-time

The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs; and recomme... Show more

Tax Director - Financial Services State and Local Tax (SALT)

EisnerAmper LLPFort Lauderdale, FL, United States
Full-time

At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you're starting out in your career or taking your next step as a seasone... Show more

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Senior Accountant, Student Financial Services

Senior Accountant, Student Financial Services

Broward CollegeFort Lauderdale, FL, United States
1 day ago
Salary
$52,900.00 yearly
Job type
  • Full-time
  • Temporary
Job description

Senior Accountant, Student Financial Services

This position supports the operations of the College's Bursar's Office. Works closely with the Bursar in developing and implementing operational procedures and administers compliance mandates for adherence to federal, state, and institutional policies and regulations. Under limited supervision, the purpose of this job is to perform complex accounting and analysis functions as assigned in the Bursar's Office. Functions may include performing financial analysis, reconciliation, and data research utilizing knowledge of College's financial systems and industry standards as well as billing or payment of invoices, reimbursements, computations, processing, and verification of accounting entries. Responsible for reviewing and preparing financial reports, reconciliation of accounts, researching and resolving payment and refund issues regarding students and third-party customers. Provides training and guidance to other employees. This is a temporary position lasting through June 30, 2027.

Minimum Education: Bachelor's degree required. An equivalent combination of Higher Education experience and education may be considered.

Minimum Experience/Training: Six years of directly related experience in Higher Education field of work required.

Essential Functions:

  • Daily - 15%: Responsible for the processing, reviewing for accuracy, contract compliance, tracking, invoicing, and posting of payments and/or journal entries for each term multi-million-dollar 3rd Parties student enrollments. Communicates with external financial operation managers for 3rd Parties Corporations/Agencies and other internal/external parties to manage receivables and payments.
  • Daily - 10%: Creates, analyzes, updates, and maintains reports relating to the 3rd Party Contracts, Student Drop Job, and Student Payments. Provides reports to management.
  • Daily - 10%: Performs detail reconciliation analysis of cash and student Credit & Collections reports for accuracy. Resolves any error that may occur.
  • Daily - 10%: Researches and responds to students' and employees' inquiries regarding 3rd party contract student enrollments/refunds and students' credit payments/refunds.
  • Daily - 10%: Administers the College credit card web payments by setting up new merchant accounts; testing setup with various parties; reviewing, reconciling and correcting web payments daily, including releasing authorization hold due to processing errors and comparing receipt transactions to TouchNet activity; researching and responding to web credit card payment chargeback requests; providing customer support to credit card transaction inquires and exceptional refund requests.
  • Daily - 5%: Reviews and approves customer deposits/payments in Workday.
  • Daily - 5%: Resolves escalated student and interdepartmental disputes, discrepancies, and complaints that may arise with students, faculty, staff, and outside agencies as they pertain to financial transactions.
  • Daily - 5%: Creates Ad Hoc Payment requests in Workday at various department requests.
  • Bi-weekly - 5%: Performs detail reconciliation analysis of credit card refunds. Researches and resolves any credit card refund rejects in TouchNet.
  • Bi-weekly - 5%: Reviews, researches, and resolves any outstanding student fees due from 2020-1 to the current term.
  • Per Term - 5%: Set up each term functions complete all 15 activities to allow the term to open for scheduling, tuition, payment due dates, contract coverages, drops and refunds.
  • Per Term - 5%: Creates student invoices for payments from 3rd party contracts.
  • Per Term - 5%: Prepares 3rd parties students' payments worksheet and posts wire transfer deposits/checks when received by the college. Reviews, researches, and submits student overpayments to Accounts Payable for refund processing.
  • Other - 5%: Performs related duties as assigned.

Knowledge, Skills and Abilities:

  • In-depth functional knowledge and expertise in area of specialization and general knowledge of related areas in the College.
  • Ability to perform complex administrative analysis with only general supervision.
  • Strong diagnostic, analytical and problem-solving skills.
  • Excellent coordination and communication skills used appropriately to assist management in the decision-making of individuals and groups at all levels in the College.
  • Ability to plan and manage own workflow, priorities and results accomplishment.
  • Ability to exchange information and collaborate with colleagues within the College to resolve system and students' concerns.
  • Ability to partner with others across the College and externally to exchange information, collaborate on projects, share resources, etc.
  • Ability to influence others of the benefits/importance of an idea or plan of action and to gain their support or commitment.
  • Requires the ability to present and disseminate data to various levels.
  • Requires advanced knowledge of computerized systems and operating environments i.e. Microsoft Office Products and specialized computer systems.
  • Ability to interact and effectively communicate with employee and student populations.

Our Culture At Broward College, our leaders embody a culture of competence, care, character, composure, and courage. We prioritize serving each other and our students through high-quality guidance, mutual respect, resilience, and fair, thoughtful decision-making, all while upholding the values of integrity, transparency, and honesty.

Broward College offers an exceptional benefits package, including, but not limited to:

  • Affordable High Quality Healthcare Insurance (Medical, Dental & Vision)
  • Retirement Options Florida Retirement System (FRS) Pension Plan or the FRS Investment Plan
  • Wellness Program
  • Vacation/Paid Time Off
  • Winter and Spring Break Off
  • Paid Parental Leave
  • Tuition Assistance and Tuition Reimbursement are available to employees and family members

Position Number: P0092287

Job Status: Full time Temporary

Department: SIS Implementation Project

Location: Cypress Creek Administrative Center

Pay Grade: 715

Salary: $52,900 - 62,158 (Salary commensurate with education and experience)

Work Shift: Work Schedule

Monday Friday/Weekends/Varies

Hours Per Week: 40

Posting End Date: Open Until Filled

To be considered for this position, a completed online employment application form along with a resume and unofficial transcripts are required.

Designated Essential Personnel: No

FLSA Status: Exempt

Position Classification: Professional Technical Staff (PTS)

Special Instructions to Applicant:

For positions requiring a degree, the official transcripts are required upon hire. An unofficial copy of the degree/transcript is acceptable during the application process and must be attached to the online application. If unable to attach the documentation, please email document to jobs@broward.edu or fax to 954-201-7612, stating clearly the position name(s) and position number(s) the transcript is to be attached to.

Foreign Transcript: Transcripts issued outside of the United States require a equivalency statement from a certified transcript evaluation service verifying the degree equivalency to that of an accredited institution within the USA. This report must be attached with the application and submitted by the application deadline. All required documentation must be received on or before the job posting end date.

**Please note that multiple documents can be uploaded in the "Resume/CV/Transcript/License/Certification" section of the application**

Please refer to link with the instructions on how to submit an application with multiple documents.

Employment is contingent upon successful completion of the required background screening process.

Broward College uses E-Verify to check employee eligibility to work in the United States. You will be required to complete an I-9 Form and provide documentation of your identity for employment purposes.

Broward College is an equal opportunity employer and strongly encourages applications from eligible veterans and spouses of veterans, underrepresented groups, including minorities, women, and persons with disabilities. The College does not discriminate on the basis of age, color, disability, gender identity, genetic information, national origin, race, religion, sexual orientation or any other legally protected classification. For inquiries regarding Title IX and the college's non-discrimination policies, contact the Vice President for Talent and Culture at 954-201-7449, Broward College, 6400 NW 6th Way, Fort Lauderdale, FL 33309