Top 84 Financial services Jobs in Virginia Beach Va

Estate Administration Coordinator
Jewish Family Service of Tidewater —Virginia Beach, VA
- $21 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Health savings account
- Paid holidays
Quick Apply
Investment Consultant- Virginia Beach, VA
Charles Schwab —Virginia Beach, VA
- $26.88 - $44.28 an hour
- Background check
- Mid-level
- Office
- Paid parental leave
- Employee stock purchase plan
Wealth Advisor
Total Quality Consulting —Virginia Beach, VA
- $59,000 - $88,000 a year
- Full-time
- Mid-level
- Office
- In-person
- Health insurance
- Dental insurance
Quick Apply
Fast track to Management Program
New York Life —Norfolk, VA
- $60,000 - $375,000 a year
- Full-time
- Background check
- Business development
- US work authorization
- AD&D insurance
- Disability insurance
Quick Apply
MORTGAGE LOAN OFFICER (200BPS)
Modern Valley Home Loans LLC —Virginia
- $60,000 - $500,000 a year
- Urgently hiring
- Remote
- Mid-level
- Communication skills
- Work from home
- Opportunities for advancement
Quick Apply
3d
Financial Representative | Entry Level | We train you!
Northwestern Mutual —Virginia Beach, VA
- $85,000 - $105,000 a year
- Full-time
- Background check
- Military
- Bachelor of Science
- Paid training
- Health savings account
Quick Apply
Wealth Management Trainee (VA)
Bankers Life —Chesapeake, VA
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Part Time (20 Hours) Associate Banker, Hickman Place Branch, Virginia Beach, VA
JPMorganChase —Virginia Beach, VA
- $20.00 - $24.66 an hour
- Part-time
- Office
- High school diploma or GED
- Leadership
- Health insurance
- Tuition reimbursement
Part Time (20 Hours) Associate Banker, Kings Grant Branch, Virginia Beach, VA
JPMorganChase —Virginia Beach, VA
- $20.00 - $24.66 an hour
- Part-time
- Office
- High school diploma or GED
- Leadership
- Health insurance
- Tuition reimbursement
13d
Voya Financial Virginia Beach
Voya Financial Advisors —Virginia Beach, VA
- Full-time
- Hybrid work
- Mid-level
- 403(b)
VP; Financial Consultant - Virgina Beach, VA
Charles Schwab —Virginia Beach, VA
- $70,000 - $110,000 a year
- Office
- Business development
- Senior level
- Paid parental leave
- Employee stock purchase plan
Financial Advisor
First Command Financial Services, Inc. —Virginia Beach, VA
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
Financial Center Relationship Specialist
Fulton Bank —Virginia Beach, VA
- $22.16 - $36.92 an hour
- Full-time
- Mid-level
- 3 years
- High school diploma or GED
- Wellness program
- Health savings account
Trust Advisor II (Virginia Beach/ Richmond) (HYBRID)
Atlantic Union Bank —Virginia Beach, VA
- $90,179 - $150,557 a year
- Hybrid work
- CPA
- Writing skills
- Finance
- Profit sharing
Registered Wealth Management Client Associate
Bank of America —Virginia Beach, VA
- $26.50 - $45.00 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Portfolio Analyst
Brown Advisory —Norfolk, VA
- Full-time
- Microsoft Excel
- Office
- Finance
- Wellness program
- Paid parental leave
1d
Mortgage Loan Officer
NVR, Inc —Virginia Beach, VA
- $33.65 - $43.27 an hour
- Mid-level
- Office
- Bachelor's degree
Personal Banker
PNC Financial Services Group —Virginia Beach, VA
- $41,250 - $68,750 a year
- Full-time
- Spanish
- Office
- 3 years
- Wellness program
- Health savings account
Financial Planner
Cary Street Partners Financial —Virginia Beach, VA
- Computer literacy
- Mid-level
- Office
Quick Apply
Financial Service Representative
Langley Federal Credit Union —Virginia Beach, VA
- $17.64 - $21.78 an hour
- Full-time
- Mid-level
- Office
- Mentoring
- Paid holidays
- Loan repayment program
Quick Apply
4d

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Estate Administration Coordinator

Jewish Family Service of Tidewater
Virginia Beach, VA

Quick Apply

Job Details

Full-time
$21 an hour

Benefits

Health savings account
Paid holidays
Disability insurance
Health insurance
Dental insurance
Flexible spending account
Paid time off
403(b)
Life insurance

Qualifications

Microsoft Excel
Microsoft Outlook
Writing skills
Employee relationship building
Driver's License
Bachelor's degree
Case management
Associate's degree

Full Job Description

$500.00 sign on bonus (paid in three installments in the first year of employment) offered to new hire.

JFS provides Guardianship and Conservator services through our Personal Affairs Management Program to adults 18 and over with physical and/or mental disabilities. We are currently seeking a full-time Estate Administration Coordinator position to provide timely administration and closure of estates following the death of incapacitated clients.

Our employees are integral to the support we provide for the greater Hampton Roads community, and must support the vision, mission, and values of our agency.

People working at JFS are engaged, energetic, and emphatic. We are dedicated to the success and outcomes of our agency and have the energy to get the job done! We have compassion for people who come to us for help, and we are committed to ensuring that the support we provide is of the highest quality. If this sounds like you, we invite you to apply for a position within our Personal Affairs Management (PAM) program.

Would you like to work in a highly respected, employee-engaged environment? A place where people are passionate and committed to making our world a better place? Our wide range of social services help the most vulnerable people in our community who are facing mental health, behavioral and medical challenges.

BENEFITS OFFERED TO FULL-TIME EMPLOYEES INCLUDE:

· Generous Paid Holidays

· Generous Paid Time Off Accrual Rate

· Medical and Dental Insurance

· Agency Paid Long-Term Disability and Life Insurance

· Flexible Spending Account (FSA)

· Health Savings Account (HSA)

· 403b retirement annuity

· Employees may elect voluntary coverage for Short-Term Disability, Accident, Voluntary Life, etc.

· Client-oriented, team-supported work environment

The applicant must be extremely dependable and self-motivated. EOE, drug free, marijuana and alcohol-free workplace.

POSITION TITLE: Estate Administration Coordinator

IMMEDIATE SUPERVISOR: PAM Accounting Team Supervisor

DEPARTMENT: Personal Affairs Management (PAM)

Essential Duties and Responsibilities:

· Under the supervision of the Accounting Supervisor or designee, assist the Personal Affairs Management (PAM) Program with the timely administration and closure of estates following the death of incapacitated clients. Responsibilities include monitoring and updating estate cases, maintaining accurate and detailed documentation in the case management system, reviewing and organizing incoming mail related to deceased clients, notifying heirs when appropriate, and communicating with family members regarding estate qualification or the small estate process. Obtain and coordinate Medicaid estate recovery payoff information, prepare and submit unclaimed property reports, correspond with vendors, creditors, government agencies, and other interested parties to verify and resolve final account balances and liabilities, and ensure estates are closed in accordance with applicable Virginia law, Commissioner of Accounts guidance, and organizational policies and procedures.

· Assist PAM program in administration of decedent’s Estate.

· Notify benefit providers, financial institutions, government agencies, insurance companies, utilities, and other vendors of a client's death.

· In partnership with the assigned guardian representative monitor and coordinate the completion of the agency's due diligence efforts by contacting family members and other appropriate parties regarding the final disposition of the client's remains.

· Represent the agency in court during interpleader proceedings.

· Performing basic administrative tasks to include all agency required paperwork, statistical reporting, correspondence, and client related services.

· Scanning PAM client’s documents to electronic file keeping system Noteable and server.

· Maintain proficiency in check-writing, check deposit processing, and True Link account transfers, and provide backup coverage for these functions as needed.

· Performing all other duties as may be necessary or requested by supervisor or the Director of Finance.

· Complying with all Agency policies and applicable federal and state law, adherence to all elements of the compliance plan.

Knowledge and Skills:

· Ability to establish positive professional working relationships with clients and their families, co-workers, financial institutions, Commissioners of Accounts, vendors, and members of the community.

· Knowledge and office work experience

· Ability to work effectively with volunteers.

· Valid driver’s license required

· Proficient in use of Microsoft Office tools

Physical Requirements:

May include: lifting up to 25 pounds and standing for one hour at a time

Education and Experience:

· Combination of education and/or relevant work experience in banking, investments, accounting, business. Excellent written and verbal skills required.

Job Type: Full-time

Pay: $21.00 per hour

Benefits:

Dental insurance
Health insurance
Paid time off

Experience:

Case management: 1 year (Preferred)

Work Location: In person

Quick Apply

Refine Your Search

financial services jobs in virginia beach va

Estate Administration Coordinator

Investment Consultant- Virginia Beach, VA

Wealth Advisor

Fast track to Management Program

MORTGAGE LOAN OFFICER (200BPS)

Financial Representative | Entry Level | We train you!

Wealth Management Trainee (VA)

Part Time (20 Hours) Associate Banker, Hickman Place Branch, Virginia Beach, VA

Part Time (20 Hours) Associate Banker, Kings Grant Branch, Virginia Beach, VA

Voya Financial Virginia Beach

VP; Financial Consultant - Virgina Beach, VA

Financial Advisor

Financial Center Relationship Specialist

Trust Advisor II (Virginia Beach/ Richmond) (HYBRID)

Registered Wealth Management Client Associate

Portfolio Analyst

Mortgage Loan Officer

Personal Banker

Financial Planner

Financial Service Representative

I want to receive the latest job alert for financial services in virginia beach va

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