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Keystone Pacific Property Management, LLC is a prestigious property management firm headquartered in Irvine, CA, with offices throughout Northern and Southern California, Colorado, and Idaho. Since 1982, we have led the way in providing superior customer care for our clients in planned-unit developments, condos, mixed-use, commercial, new project developments, large scale onsite communities and master-planned community associations.
We have excellent opportunities for a Financial Services Specialist to join our amazing environment with an opportunity for continuous growth and development, please read below!
Summary: The Financial Services Specialist reports to the General Manager of the community and is responsible for processing invoices, conducting monthly reports in preparation for financial statements, and set up bank signature forms for new and existing Board Members.
Why Join Keystone?
Keystone is a company dedicated to empowering our team members to improve people’s lives beyond expectations. We set ourselves apart by providing an excellent level of service to our team members and clients.
As a member of our team, your talents will be nurtured, and your contributions will be supported in a value-based environment that fosters the type of professional quality our customers have come to rely upon.
We provide an environment for people that nurtures leadership and promotes personal success and rewards those who exceed expectations. We foster a culture of open feedback and continuous growth.
What We Offer:
Essential Job Duties and Responsibilities:
Qualification Requirements:
Education and/or Experience:
Work Environment:
The work environment characteristics described here are representative of those a team member would encounter while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential job functions.
We invite you to view our LinkedIn, Instagram, and Facebook to get an inside look on what Keystone is all about! Check out our website atwww.kppm.com. Click on “Careers” and stay connected!
Reasonable accommodation will be provided for qualified individuals with disabilities and disabled veterans in job application procedures. If you have any difficulty using our online system, send an email to hr@keystonepacific.comfor assistance. Please include a description of your requested accommodation, your name, and contact information. Note: This email address isnotfor general employment inquiries. Keystone will not respond to inquiries that are not related to accessibility of the on-line application system by individuals with disabilities.
Keystone Pacific Property Management, LLC is an equal opportunity employer. All applicants will be subject to a Background Check.
Full Time
$74k-92k (estimate)
06/28/2024
08/30/2024
kppm.net
Irvine, CA
<25
The job skills required for Financial Services Specialist include Accounting, Leadership, Financial Services, Financial Statements, General Ledger, Verbal Communication, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Services Specialist. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Services Specialist. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial Services Specialist positions, which can be used as a reference in future career path planning. As a Financial Services Specialist, it can be promoted into senior positions as a Financial Analyst III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Services Specialist. You can explore the career advancement for a Financial Services Specialist below and select your interested title to get hiring information.
If you are interested in becoming a Financial Services Specialist, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Services Specialist for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Financial Services Specialist job description and responsibilities
Analyze customer requirement to recommend suitable and customize financial products and solutions as per client’s financial status.
03/14/2022: San Bernardino, CA
Administer and perform various activities such as opening personal and business accounts, preparing and completing saving and other financial certificates and checking of accounts.
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May also assist students with questions, paperwork, requirements, as they relate to financial aid and student receivables.
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They also prepare and submit financial paperwork to government regulators.
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Evaluate and discuss options to assist clients to meet their financial and lifestyle goals as may be applicable.
03/09/2022: Mesa, AZ
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Financial Services Specialist jobs
But learning about the work of financial specialists begins with understanding the way their work has changed.
03/19/2022: Clarksville, TN
Because of the complexity of their work, financial specialists usually need at least a bachelor’s degree to get an entry-level job.
05/01/2022: Albany, NY
Knowledge of governmental financial processes and systems would give you advantage.
02/11/2022: Macon, GA
Knowledge of methods for locating, compiling, organizing, and analyzing financial data are needed for this position.
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Understanding of financial and accounting principles are highly needed for this role.
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Step 3: View the best colleges and universities for Financial Services Specialist.