Entry Level Institutional Sales Leading NYC based financial services firm is expanding it's institutional equity sales department. Duties include identifying and qualifying institutional investors (mutual funds, hedge funds, pension funds, family offices) to market firms equity transactions, offer corporate access to investors and book deal and non deal roadshows both in the US and overseas. College degree and Series 7 license required along with strong work ethic, strong communications skills on the phone and ability to work well within a team. This is an entry-level job (or perfect for someone looking to make a switch from retail side of business and less than 1-3 yrs of experience.) Please send resume for immediate consideration. No phone calls.
As a virtual administrative assistant, you will provide administrative support to our team remotely, helping to ensure efficient operation and organization. You will perform a variety of administrative tasks, such as managing schedules, handling correspondence, and coordinating meetings, all while working from a remote location. Responsibilities: Manage executives' calendars and schedule appointments, meetings, and conferences. Coordinate travel arrangements, including flight bookings, hotel reservations, and transportation logistics. Prepare and distribute correspondence, memos, letters, and reports as needed. Respond to emails and phone calls in a professional and timely manner. Assist with document preparation, formatting, editing, and proofreading. Organize and maintain digital files and databases, ensuring accuracy and accessibility. Conduct research on various topics as requested and compile information into concise reports. Assist with virtual event planning and coordination, including webinars, conferences, and team meetings. Manage expenses, process invoices, and maintain records of financial transactions. Provide general administrative support, such as ordering office supplies, coordinating deliveries, and handling mail. Collaborate with team members and external stakeholders to facilitate communication and workflow. Uphold confidentiality and discretion in handling sensitive information. Requirements: Proven experience as an administrative assistant or similar role. Proficiency in Microsoft Office suite (Word, Excel, PowerPoint, Outlook) and other relevant software. Excellent communication skills, both written and verbal. Strong organizational and time-management abilities, with keen attention to detail. Ability to prioritize tasks and manage multiple deadlines effectively. Experience with virtual communication tools such as Zoom, Microsoft Teams, or Slack. Reliable internet connection and home office setup conducive to remote work. Self-motivated and able to work independently with minimal supervision. Adaptability and willingness to learn new skills and tools as needed. Previous experience working in a remote or virtual environment is a plus. Additional Information: This is a remote position, and candidates must have the ability to work from their home office. Flexible working hours may be required to accommodate different time zones or business needs. Training and support will be provided to familiarize you with company procedures and tools. Opportunities for professional development and advancement may be available based on performance and company growth.
The Accounts Payable Assistant is responsible for performing a variety of tasks related to the accurate and timely processing of invoices and payments to vendors. This role requires a detail-oriented individual who can work efficiently and effectively in a fast-paced environment, ensuring that all financial transactions are processed accurately and in accordance with company policies and procedures. Key Responsibilities: Invoice Processing: Receive and review invoices for accuracy and completeness. Match invoices with purchase orders and receiving reports. Enter invoice details into the accounting system. Payment Processing: Prepare and process electronic transfers and payments. Schedule and prepare checks for payment. Ensure timely payment of invoices and resolve any discrepancies. Vendor Relations: Communicate with vendors to resolve invoice and payment issues. Maintain positive working relationships with vendors and internal stakeholders. Record Keeping: Maintain accurate and organized files of invoices, purchase orders, and payment records. Assist with month-end closing activities, including reconciling accounts payable balances. Compliance and Reporting: Ensure compliance with company policies and relevant accounting regulations. Assist in the preparation of reports related to accounts payable activities. Support Duties: Assist with audits by providing necessary documentation and explanations. Support the Accounts Payable Manager and other team members with ad hoc tasks and projects as needed. Qualifications: Education: High school diploma or equivalent; an associate degree in accounting or a related field is preferred. Experience: Prior experience in accounts payable or a related accounting role is desirable. Skills: Strong attention to detail and accuracy. Excellent organizational and time management skills. Proficient in Microsoft Office Suite, especially Excel. Familiarity with accounting software (e.g., QuickBooks, SAP, Oracle). Good communication and interpersonal skills. Attributes: Ability to work independently and as part of a team. Problem-solving skills and the ability to handle multiple tasks simultaneously. Professional attitude and reliability. Physical Requirements: Ability to sit for extended periods. Occasionally lift and/or move up to 25 pounds. Working Conditions: Office environment with standard working hours. May require occasional overtime during peak periods. Company Benefits: Competitive salary and benefits package. Opportunities for professional development and career growth. Supportive and collaborative work environment.
Job Summary: We are seeking a meticulous and detail-oriented Staff Accountant to join our team. The ideal candidate will have a strong foundation in accounting principles and be adept at handling day-to-day financial operations. This role involves maintaining accurate financial records, performing regular financial analysis, and ensuring compliance with applicable regulations. Key Responsibilities: General Ledger Maintenance: Prepare, review, and maintain the general ledger, ensuring accuracy and completeness of financial data. Financial Reporting: Assist in the preparation of monthly, quarterly, and annual financial statements, including balance sheets, income statements, and cash flow statements. Accounts Payable and Receivable: Manage the full cycle of accounts payable and receivable processes, including invoice processing, payment disbursement, and collections. Bank Reconciliation: Perform regular bank reconciliations and resolve any discrepancies in a timely manner. Budget Preparation: Assist in the preparation and monitoring of budgets and forecasts, providing variance analysis and financial insights. Compliance: Ensure compliance with internal controls, policies, and procedures as well as relevant accounting standards and regulations. Audit Support: Provide support during internal and external audits, including preparing documentation and responding to audit inquiries. Financial Analysis: Conduct financial analysis and prepare reports to assist management in decision-making processes. Expense Management: Monitor and analyze expenditures to ensure they align with the budget and identify cost-saving opportunities. Payroll Processing: Assist in the preparation and processing of payroll, ensuring accuracy and compliance with relevant laws. Qualifications: Education: Bachelor’s degree in Accounting, Finance, or related field required. Certifications: CPA or working towards CPA certification is a plus. Technical Skills: Proficiency in accounting software (e.g., QuickBooks, SAP) and Microsoft Office Suite, especially Excel. Knowledge: Strong understanding of GAAP and other relevant accounting principles. Analytical Skills: Excellent analytical and problem-solving skills with a keen attention to detail. Communication: Strong verbal and written communication skills, with the ability to effectively interact with team members and management. Organizational Skills: Exceptional organizational and time management skills, with the ability to manage multiple tasks and meet deadlines.
Primerica Financial Services (PFS)- . As a leader in the financial services industry, we have partnerships with some of the largest financial companies in the industry (Fidelity, Franklin Templeton, Rocket Mortgage, to name a few) which allows us to protect and grow financial independence for families and businesses. Role Description This is a remote role as a Financial Advisor. The Financial Coach will be responsible for providing financial planning, retirement planning, and investment advice to clients. We're actively looking for someone who is ambitious, entrepreneurial-minded and wants to be part of our mission of sharing financial literacy with middle-class families by educating themselves and their communities about How Money Works™. They will analyze clients' financial situations and develop customized strategies to help them achieve their financial goals. THE IDEAL CANDIDATE - Values Freedom and Flexibility - Possesses high Integrity - Ethical and always has the client’s best interest first - Excels at Working Independently as well as in a Team Environment - Ambitious and Motivated - Entrepreneurial-Minded - Self-starter and strong follow-through - Has an interest in Personal Finance (regardless of experience level) - Has Excellent communication and interpersonal skills Qualifications - Minimum 18 years of age - Legal U.S. Resident, Citizen, or Work Permit with SSN - Able to pass a Federal Background Check - Able to complete licensing requirements (Life Ins. & Securities) within 60-90 days - Accountable with a high level of integrity ENVIRONMENT We have a very positive and supportive team culture. We were founded by teachers and coaches and the leadership is constantly striving to help people become better versions of themselves! While we're passionate about teaching people how to reach their financial goals, we also train our reps on leadership skills, business management, marketing, social media/branding, communication, and more! Training and flexible work hours can fit into your existing schedule Part-Time or Full-Time. This is a production-based, 1099. NO prior certification, experience, or education is necessary.
JOB DESCRIPTION Haddad Plumbing and Heating Inc. has been in business for 25 years servicing New Jersey, New York City, and Westchester County in Mid-Rise and High-Rise buildings with exceptional work and proven track record. We need an experienced project accountant who is a detail-oriented team player with a Construction Accounting Background. The Project Accountant will be responsible for organizing and processing all ongoing daily accounting activities associated with all construction projects. This is a terrific opportunity for an energetic professional, who is not afraid to roll up their sleeves and get involved with all aspects of project accounting. The Project Accountant will be responsible for Client Billing, Change Order Preparation, Accounts Payable, and Job Costing for each project. Salary Commensurate with experience. Responsibilities 1. Review and understand each contract billing procedures. 2. Manage compliance with terms and conditions of contract, including items such as bonds, insurance, waivers, billing accuracy, etc. 3. Confirm status of new contract billing. (schedule of values) 4. Process, review, and maintain accurate accounting of all change orders for each project. 5. Review and maintain accurate Project Cost Reports. 6. Review and follow up with all unbilled project costs. 7. Maintain accurate financial records for each project. 8. Generate and accurately process G702/G703 requisition billing in a timely manner. 9. Assist in all financial aspects of project close outs. 10. Review project costing with President and CFO monthly. 11. Work with President, CFO, and Purchasing Manager on all purchase orders for each project. 12. Monitor financial control for material purchasing, labor reporting, etc. 13. Meet with Project Managers and Assistant Project Managers to review budget and estimate to ensure accuracy and mutual understanding of budget. 14. Additional assignments as assigned by President and CFO. 15. Establish a strong working relationship with all managers to coordinate company objectives while assisting in cost improvement initiatives. Position Type and Expected Hours of Work This is a full-time position. Days and hours of work are Monday through Friday: 8:00 am To 5:00 pm Travel Traveling is not expected for this position. Required Qualifications 1. Bachelor’s degree in accounting or related field. 2. 3-5 years’ experience in construction accounting. 3. Knowledge of Sage 100 software a plus. 4. Proficient in G702/703 formatted requisition billing. 5. Ability to work well under pressure in a fast-paced environment, high sense of urgency and ownership of work, with a demonstrated ability to manage deadlines. 6. Advanced or expert proficiency using Microsoft Office products, MS Word, Excel, and Outlook are required. 7. Demonstrates strong verbal, written and people skills, with ability to establish cross functional relationships. 8. Proven leadership and possession of problems solving skills.
Enjoy Helping People? See yourself working with high net-worth individuals? Gamma Capital Group is a financial services company that is committed to helping their clients secure their financial freedom! We focus on integrated wealth management, investment advice, retirement planning, and insurance planning for their clients. As a Gamma Capital Group financial advisor, you'll have the flexibility to develop a successful career by providing clients with services and financial products they need and educating them about their financial decisions. Your basic responsibilities will include: Prospecting and networking via face-to-face meetings with potential clients Closing and executing sales transactions Servicing existing clients Analyzing and compiling presentations Attending training sessions and meetings Job Requirements: As a financial sales rep for Gamma Capital Group, you must have a strong entrepreneurial spirit bolstered by confidence, persistence and a high degree of personal integrity. This allows the Financial Services Representatives to quickly establish trust and build the kinds of relationships from which a client base can be developed. Gamma Capital Group's Financial Professionals come from a wide variety of professional backgrounds, from salespeople to bankers to engineers. It is expected that you will utilize the knowledge that you have gained and the networks that you have built in your professional life in order to develop and expand your career as a Financial Services Representative. Our Advisors enjoy: Flexibility and work-life balance most financial careers don’t offer. Competitive compensation and comprehensive benefits. Extensive training and support and a dedicated management team. Training and mentorship for advisors credentials Management and Partner Level Opportunities Comprehensive compensation and benefits: Exceptional Income Potential. Renewals & Residual Income Comprehensive Medical Coverage Retirement Package / Pension Plan Life & Disability income Insurance Compensation is 100% commission the first 12 Months. If you think you are the right fit for a winning team, please apply today! Working for Gamma Capital Group means working for a company that's committed to advancing diversity, equity, and inclusion. We do that through leadership development programs aimed at advancing, engaging, and retaining under-represented talent and our Employee Resource Groups, which strengthen our inclusive workplace, enhance personal development, and provide ways for employees to connect, learn and engage. Experience: Previous employment in sales where you have successfully turned prospects into customers Professional Licenses: Insurance and securities license If you do not have them, you will be required to attain those licenses within 90 days. Sales experience is helpful, but not required MBA, JD, CFP®, CPA or ChFC, a plus Qualifications: Entry-Level Finance experience not necessary - We have training programs! Ability to obtain professional licenses. Skills: Strong communication skills Sales/ marketing/ entrepreneurship interest A four-year college degree or more Results-driven, highly motivated, self-starter At Gamma Capital Group, our purpose is to help people embrace today and confidently pursue tomorrow. That's why we provide an environment focused on transparency, inclusion, trust and respect. Here, you'll discover our expansive range of roles, and a workplace where we aim to help turn your passion into a rewarding profession. We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. We are an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law.
Our office is looking for a Front Office Receptionist Job duties include: - Greeting patients - Answering phones and taking messages - Updating patient forms - Scheduling patients and confirming appointments - Checking insurance eligibility - Collecting patient's copay at time of service -Knowledge of dentrix is a must Job Type: Full-time Pay: $15.00 - $23.00 per hour Job Type: Full-time Pay: $15.00 - $23.00 per hour Schedule: 8 hour shift Day shift Monday to Friday Weekends as needed Education: High school or equivalent (Preferred) Experience: Microsoft Office: 2 years (Preferred) Customer Service: 2 years (Preferred) Work Location: In person
Are you looking for a new career path? We are willing to train the right candidates, you must be willing to obtain a life insurance license to start. Silver Oak Financial and Transamerica offers one of the best places to start and grow an insurance practice. We are looking for licensed life insurance advisors, Teams and entrepreneurs to partner with in the Pittsburgh and surrounding areas. We want to assist the right individuals with acquiring new clients. Franchise with us or simply add us to your product offerings and you will earn. Commissions bi-weekly Vested Renewals Monthly Bonuses in addition to commissions Remote position, you make your own schedule. Growth opportunities available Obtain several licenses as you go. Local and National Training Case design support from a team of Financial Planners Back-office support for case management and new business processing Income Potential listed is - Based on PT/FT professional's average income. This is a completely uncapped income opportunity I’d like to learn more about you and your experience. Send me a reply if you are open to discussing the opportunity. BUILD YOUR PRACTICE • Enhance your income potential • Grow your business so you can extend your reach in the community you serve. • Opportunities exist to train and help build new financial professionals • Help these individuals pursue success BUILD YOUR FIRM • Create a winning team environment • Help more families secure their financial future
Merchant Cash Advance Sales Representative (Commission-Based) Company: Reliable Funding Source Location: Times Square, New York City, NY Job Description: Are you a motivated sales professional looking to make a significant impact in the heart of New York City? We are seeking experienced Merchant Cash Advance Sales Representatives to join our team in Times Square. In this commission-based role, you will have the opportunity to leverage your sales skills to offer merchant cash advance solutions to businesses in one of the busiest commercial hubs in the world. Responsibilities: Prospect, identify, and approach potential clients in Times Square and surrounding areas. Engage with business owners to understand their financial needs and explain the benefits of merchant cash advances. Customize financial solutions to meet the unique requirements of each client. Negotiate terms and conditions with clients to secure agreements. Maintain accurate records of sales activities and client interactions. Collaborate with our team to ensure timely processing of merchant cash advance applications. Requirements: Proven track record of success in sales, preferably in the financial services industry. Strong understanding of merchant cash advances and alternative lending products. Excellent communication and negotiation skills. Ability to thrive in a fast-paced, high-pressure environment. Self-motivated with a results-driven mindset. Availability to work Monday to Friday in Times Square, NYC. Must have own transportation or be willing to commute to Times Square. Benefits: Competitive commission structure with uncapped earning potential. Opportunity to work in one of the most iconic locations in New York City. Supportive team environment with ongoing training and professional development opportunities.
Managing the full cycle of accounting activities for the company Maintaining the accuracy of the general ledger. Attention to detail 3+years of Full Charge Bookkeeping and /or Accounting Experience Experience preparing financial statements and tax returns.