Top 20 Personal financial advisors Jobs in Springfield, Mo

Accounts Receivable Advisor
Drury University —Springfield, MO
- Full-time
- Microsoft Excel
- Writing skills
- Mid-level
- Health insurance
- Paid time off
Quick Apply
Branch Office Administrator
Edward Jones —Springfield, MO
- Full-time
- Computer literacy
- Office
- Communication skills
- Profit sharing
- Health savings account
Financial Services Professional - Hybrid Remote (MO)
Bankers Life —Springfield, MO
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Registered Operations Leader - Ameriprise Financial Advisors - Overland Park, KS
Ameriprise Financial —Springfield, MO
- Full-time
- 5 years
- Research
- Mid-level
Locum Physician (MD/DO) - Surgery - Orthopedic in Missouri
LocumJobsOnline —Missouri
- Full-time
- Medicine
- Surgery
- PALS Certification
4d
Merrill Advisor Development Program- Financial Advisor: Greater Kansas City Market
Bank of America —Springfield, MO
- Full-time
- Background check
- Microsoft Excel
- Computer literacy
Assistant Financial Center Manager
Simmons Bank —Springfield, MO
- Full-time
- Computer literacy
- Bachelor of Science
- Mid-level
Quick Apply
11d
J.P. Morgan Wealth Management - Private Client Advisor - Springfield, MO (Including surrounding areas)
JPMorganChase —Springfield, MO
- $47,520 a year
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
5d
Financial Advisor
SOUTHERN BANK —Springfield, MO
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
Insurance Agent - Springfield, MO
COUNTRY Financial —Springfield, MO
- Full-time
- Mid-level
- Office
- Bachelor's degree
Retail Cosmetics Sales Associate, Battlefield Mall - Flex
Macy’s —Springfield, MO
- $15.00 - $22.08 an hour
- Part-time
- Merchandising
- English
- Cleaning
- Store discount
- Paid holidays
6d
EHS MANAGER
Paul Mueller Company —Springfield, MO
- $121,990 - $208,667 a year
- Day shift
- 7 years
- Office
- Master's degree
- Paid holidays
- Disability insurance
Senior Solutions Consultant - Microsoft Sales
HEARTLAND BUSINESS SYSTEMS LLC —Springfield, MO
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- High school diploma or GED
Quick Apply
Director of Financial Reporting & Analytics
Burrell Preferred Inc. —Springfield, MO
- Full-time
- Remote
- Microsoft Excel
- 3 years
- Finance
- Mileage reimbursement
- Health insurance
Quick Apply

Discover related jobs

Based on your search for personal financial advisors jobs.

Utility Rate Analyst - I
TOTH AND ASSOCIATES INC —Springfield, MO
The Utility Rate Analyst I provides entry-level analytical and technical support for utility consulting projects involving cost-of-service studies, rate design,…
$28.00 - $37.50 an hour

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Financial Advisor -Greater Columbus, OH
Thrivent —Columbus, OH
Thrivent values diversity and inclusion, and we’re committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender,…
Quick Apply
Financial Advisor
Disbennett Wealth Management Group —Carroll, OH
Series 65 license highly preferred; Series 7, 63, or 66 license considered. Detail-oriented, problem-solver with a curiosity to learn and develop.
$50,000 - $70,000 a year
Quick Apply

Show more jobs in cities nearby

I want to receive the latest job alert for personal financial advisors in springfield, mo

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

personal financial advisors jobs near springfield, mo

Insurance Agent jobs in Springfield, MO

Financial Advisor jobs in Springfield, MO

Accounts Receivable Clerk jobs in Springfield, MO

Director Of Analytics jobs in Springfield, MO

Financial Professional jobs in Newburgh, NY

Direct Support Professional jobs in Phoenix, AZ

Financial Professional jobs in Buda, TX

Direct Support Professional jobs in Bronx, NY

Financial Professional jobs in Texas

Financial Professional jobs in Cheboygan, MI

Security Officer jobs in Delaware

Security Officer jobs in Fort Myers, FL

Environmental Health And Safety Officer jobs in Laguna Canyon, CA

Environmental Health And Safety Officer jobs in Monticello, WI

Director Quality Assurance Food Safety jobs in Texas

Environmental Health And Safety Officer jobs in Plymouth, MI

Safety Manager jobs in Baltimore, MD

Environmental Health And Safety Officer jobs in Washington, GA

Insurance Agent jobs in Metairie, LA

Insurance Agent jobs in Portland, OR

Accounts Receivable Advisor

Drury University -
Springfield, MO

Quick Apply

Job Details

Full-time

Benefits

Health insurance
Paid time off

Qualifications

Customer communication
Report writing
Microsoft Excel
Educational administrative software
Account maintenance
Writing skills
Copy machines
Word embeddings
Financial software
Refund processing
Accurate transaction records management
Financial issue resolution
Math
Financial records management
Financial record maintenance
Debt collection payment plan
Document imaging
Typing
Productivity software
Data accuracy checks
Accounting error correction
Grammar Experience
Editing
Quality data entry
Journal entry management in accounting
Financial compliance

Full Job Description

Job Summary:

Collects tuition and other payments from students, parents, and University departments. Enters, edits, and posts monies collected. Prepares daily bank deposit. Generates and processes statements and coordinates collection efforts. Primary contact for Day School, Graduate and Dual Credit students. Explains charges, financial aid, loans and the impact on billing to parents/students. Explains/administers Nelnet payment plans. Reviews and mails/emails statements to students/parents. Calculates refunds for Day, Graduate, and Dual Credit students.

Duties/Responsibilities:

This job description is not to be construed as an exhaustive statement of duties or responsibility requirements. Employees may be required to perform other job-related instructions as requested by the supervisor, subject to reasonable accommodation.

Uses communication skills, reasoning, and an understanding of Nelnet payment plans, charges, financial aid in order to explain to students and parents balances due, payment options, and payment amounts. Explains Nelnet payment plans and collects payments due.
Receives monies via mail, bank transmittals, or directly from students/parents.
Imports Dual Enrollment payments.
Uses queries in Jenzabar to apply flags and late fees to delinquent accounts.
Processes refunds for Day, Graduate and Dual Credit students. Verifies hours enrolled, scans other data for charges or adjustments for reasonableness.
Generates statements for various Accounts Receivable types. Reviews, corrects, and mails statements. Uploads a digital copy of statement to the Perceptive Concepts Imaging Software.
Creates records of all correspondence connected to past due balances. Helps to prepare unpaid accounts to a professional collection agency.
Reviews and processes change of status, and other billing adjustments submitted by Registrar and other departments.
Creates correcting journal entries for bank reconciliations.
Runs report and applies Business Office Holds on graduation student accounts with balances. Pulls caps and gowns, diplomas resulting from balances.
Coordinates pre-bill communication with Fusion First Day Coordinator. Presents payment options at FFD.
Performs other duties, as assigned.

Required Skills/Abilities:

To perform this job successfully an individual must be able to perform each essential duty satisfactorily. All job requirements listed indicate the minimum knowledge, skills, and/or ability deemed necessary to perform the job proficiently. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Ability to accurately type data.
Ability to effectively communicate information to administer policies, maintain goodwill.
Ability to interpret payment plan policies, billing regulations and financial aid regulations.
Ability to understand complex rules for applying college and federal regulations regarding payment policies, financial aid guidelines, billing regulations, refund policies, calculation of payment plan amounts, and student refunds.
Ability to exercise discretion for maintaining confidentiality of student's financial status.
Ability to maintain meticulous records for financial audit reviews, and ensure compliance with collection procedures on student accounts, prior to initiation of registration or diploma holds, or impact credit status.
Attention to detail for consistency and accuracy in billing.
Excellent communication skills, including good grammar, in order to communicate both verbally and in writing, for solving student and parent inquiries.
Ability to enter data in University software (i.e., Jenzabar EX), to update student accounts, enter batches, and journal entries.
Ability to determine payment plan amounts, payment amounts, and account balances.
Ability to use a copy machine to duplicate information for university records.
Ability to use personal computer and software (i.e., Microsoft Office software, specifically Word and Excel) to generate collection letters, registration hold notices, and reports.
Excellent math skills are required to compute interest, payment amounts, total costs, financial aid revisions, refunds, and balance accounts receivable.
Ability to create specs and queries on computer software for utilization in collection procedures, communication to students, and administration.
Ability to proofread and audit information to ensure accuracy of data collected and distributed.

Education and Experience:

Bachelor’s degree in related field
Two years related experience
Equivalent combination of relevant education and experience may be substituted as appropriate.

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; and talk or hear. The employee is occasionally required to stand; walk; climb or balance; and stoop or kneel. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, and ability to adjust focus. The noise level in the work environment is usually quiet.

WORKING AT DU HAS ITS BENEFITS:

Generous time off including 4+ weeks of paid time off starting your first year
Free tuition for your whole family
Free tickets to Drury home sporting events
Health and wellness benefits at extremely competitive rates
Free use of onsite fitness center on Springfield campus
Discounted meals and Drury merchandise on campus

Quick Apply

Refine Your Search

personal financial advisors jobs in springfield, mo

Accounts Receivable Advisor

Branch Office Administrator

Financial Services Professional - Hybrid Remote (MO)

Registered Operations Leader - Ameriprise Financial Advisors - Overland Park, KS

Locum Physician (MD/DO) - Surgery - Orthopedic in Missouri

Merrill Advisor Development Program- Financial Advisor: Greater Kansas City Market

Assistant Financial Center Manager

J.P. Morgan Wealth Management - Private Client Advisor - Springfield, MO (Including surrounding areas)

Financial Advisor

Insurance Agent - Springfield, MO

Retail Cosmetics Sales Associate, Battlefield Mall - Flex

EHS MANAGER

Senior Solutions Consultant - Microsoft Sales

Director of Financial Reporting & Analytics

Discover related jobs

Explore jobs in cities nearby

I want to receive the latest job alert for personal financial advisors in springfield, mo

Explore jobs in more locations

Duties/Responsibilities:

Required Skills/Abilities:

Education and Experience:

Physical Requirements:

Job Seeker Tools

Employer Tools

Browse

Stay Connected