Financial Planner managing a high - net - worth client base and developing financial strategies. Collaborating closely with clients and financial consultants to deliver tailored financial planning solutions.
OG
Hybrid Financial Services Technician III
Posted 5 months ago
About the role
- Employee performing bookkeeping and accounting support for Oakland County services. Ensuring financial operations run smoothly and providing client assistance.
Responsibilities
- Perform a wide range of bookkeeping and accounting support duties following established procedures
- Register, process, and maintain client service accounts with accuracy and confidentiality
- Prepare moderately complex financial statements, reports, and budget documents
- Process all incoming and outgoing funds, regardless of complexity
- Work directly with clients to collect payments related to court costs, utility bills, taxes, and other fees
- Establish or adjust payment schedules to support clients in meeting their obligations
- Handle customer interactions requiring professionalism, sensitivity, and sound independent judgment
- Use Countywide and department-specific software systems to complete assignments and maintain accurate financial records
Requirements
- Must be a high school graduate or have a certificate of successful completion of the General Educational Development Test.
- Have had three (3) years of full-time work experience which involved basic accounting or bookkeeping principles or related clerical experience.
- Coursework at an accredited college or university in a business curriculum which included accounting classes may substitute for up to two (2) years of the experience listed above.
Benefits
- Competitive pay
- Comprehensive benefits
- Opportunity to do meaningful work that matters
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