• 7901 4TH ST N STE 300 ST PETERSBURG, FL 33702
  • +13173199206
  • hr@financefollowupllc.com

Careers at Finance Follow Up LLC Consulting

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Join Our Team

At Finance Follow Up LLC Consulting, we’re passionate about empowering financial success for our clients. Since our founding in 2005, we’ve grown into a leading financial consultancy, offering services like investment planning, business loans, marketing strategy, bonds and mutual funds, retirement planning, and tax solutions. We’re looking for dedicated professionals to join our team and help us continue delivering exceptional results.

Explore our current openings below and become part of a dynamic team committed to excellence. Ready to apply? Click the application link for each position to submit your details through our secure portal.

Current Job Openings

Data Entry Clerk

Location: Chicago, IL (Hybrid Option Available)
Employment Type: Full-Time
Salary: $35,000 - $45,000 annually

Job Description:

The Data Entry Clerk will play a critical role in maintaining the accuracy and integrity of Finance Follow Up LLC Consulting’s financial records. This position involves inputting, updating, and managing client data related to investment portfolios, loan applications, and tax records.

  • Enter and verify financial data into our proprietary CRM system with high accuracy.
  • Process client documentation for investment planning, business loans, and retirement accounts.
  • Collaborate with the customer service team to resolve data discrepancies.
  • Maintain confidentiality of sensitive financial information.
  • Generate reports for management to support decision-making.

Requirements:

  • High school diploma or equivalent; associate degree preferred.
  • 1-2 years of data entry experience, preferably in a financial setting.
  • Proficiency in Microsoft Office (Excel, Word) and CRM software.
  • Strong attention to detail and organizational skills.
  • Ability to work independently and meet deadlines.
Apply Now

Customer Service Assistant

Location: Chicago, IL (Remote Option Available)
Employment Type: Full-Time
Salary: $38,000 - $48,000 annually

Job Description:

The Customer Service Assistant will be the first point of contact for Finance Follow Up LLC Consulting’s clients, providing exceptional support and ensuring a positive experience. This role involves assisting clients with inquiries about our services, including investment options, loan applications, and tax solutions.

  • Respond to client inquiries via phone, email, and live chat with professionalism.
  • Guide clients through the application process for business loans and investment accounts.
  • Coordinate with financial advisors to schedule consultations.
  • Update client records and track service requests in our CRM system.
  • Resolve basic issues and escalate complex cases to senior staff.

Requirements:

  • High school diploma or equivalent; bachelor’s degree a plus.
  • 2+ years of customer service experience, ideally in finance or consulting.
  • Excellent communication skills, both verbal and written.
  • Familiarity with financial terminology and services is preferred.
  • Ability to multitask and handle sensitive client information.
Apply Now

Virtual Cash Manager

Location: Fully Remote
Employment Type: Full-Time
Salary: $45,000 - $55,000 annually

Job Description:

The Virtual Cash Manager will oversee the secure and efficient collection of payments from clients on behalf of Finance Follow Up LLC Consulting. This role involves managing transactions through digital platforms like Zelle, Apple Pay, Cash App, and Venmo, ensuring accurate financial records and client satisfaction.

  • Process client payments for services like investment planning and business loans via digital payment platforms.
  • Reconcile payment records daily and report discrepancies to the accounting team.
  • Communicate with clients to confirm payment details and resolve issues.
  • Maintain detailed logs of transactions for auditing and compliance purposes.
  • Collaborate with the tax solutions team to ensure proper allocation of funds.

Requirements:

  • Bachelor’s degree in finance, accounting, or related field preferred.
  • 2-3 years of experience in financial transactions or cash management.
  • Proficiency with digital payment platforms (Zelle, Apple Pay, Cash App, Venmo).
  • Strong analytical skills and attention to detail.
  • Ability to work remotely with reliable internet and a secure workspace.
Apply Now