Summary:

The Financial Recruiting Coordinator supports Wisepath Recruit's finance and accounting recruiting desk by coordinating candidate sourcing, screening, and communication across the full recruiting lifecycle. This role works closely with the CEO and Principal Recruiter to keep requisitions moving, review and pre-

screen candidates to qualify them for submission, and ensure client-facing documentation is accurate,

helping the team place finance and accounting talent efficiently and professionally.

Essential Duties and Responsibilities:

● Coordinate scheduling for candidate screens, client interviews, and offer calls across multiple open finance and accounting requisitions.

● Source and review candidate resumes using the applicant tracking system (ATS) and job boards,

and conduct pre-screens to qualify candidates before submission to the CEO and Principal

Recruiter.

● Maintain accurate and up-to-date candidate and requisition records within the ATS/CRM,

including status updates and interview notes.

● Draft and send candidate communications, including outreach messages, interview confirmations,

and status updates.

● Prepare submission packets and candidate profiles for client review, ensuring accuracy and consistency.

● Prepare Interview best practices to send to the candidate (Client website, FAQ, presentation and professional appearance).

● Support reference checks and background check coordination.

● Track requisition aging, submission-to-interview ratios, and other recruiting metrics,



compiling regular status reports for the CEO and Principal Recruiter.

● Create, publish, and optimize job postings across LinkedIn, Indeed, ZipRecruiter, and the company careers page, and track posting performance and applicant activity within JazzHR.

● Other duties as assigned. Duties and responsibilities are subject to change with minimal notice.

Supervisory

This position does not oversee staff.

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.

The requirements listed below are representative of the knowledge, skill, and/or ability required.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education/Experience

WISEPATH RECRUIT

● Recruiting, Human Resources, Finance, or a related field, or equivalent practical experience.

● 3+ years of experience in a recruiting coordinator, staffing, or administrative support role;

experience supporting finance/accounting recruiting is a must.

Required Skills/Abilities

● Working familiarity with finance and accounting job functions, titles,



and qualifications sufficient to review resumes and pre-screen candidates for accuracy and fit.

● Understanding of financial services licensing (e.g., Series licenses, state insurance/financial licensing) and core financial services products sufficient to evaluate candidate backgrounds.

● Experience posting, managing, and optimizing job postings on LinkedIn, Indeed, and

ZipRecruiter.

● Experience with JazzHR or a comparable applicant tracking system (ATS)/CRM, including tracking and reporting on posting and pipeline activity.

● Strong organizational skills with the ability to manage multiple requisitions and priorities simultaneously.

● Excellent written and verbal communication skills, with a professional, client-facing tone.

● High attention to detail, particularly when preparing candidate submissions and offer documentation.

● Ability to maintain confidentiality of candidate and client information.

● Comfortable working in a fast-paced, deadline-driven recruiting environment.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

● This is a 100% remote-based role; all work is performed virtually.

● This position requires a secure home office setup with a reliable, high-speed internet connection and computer access to coordinate with candidates and clients.

📌 Finantial Recruiting Coordinator (México)
🏢 Reliance Automated Verified Leads
📍 México