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• Financial institution

  

  Financial Advisor

  16 days ago

  Part-time

  Flushing, Queens

  Hello! We are looking for people interested in making additional income! In-person training is provided and we also offer sponsorship for federal and state licenses that are yours to keep! We have 2 office's available in Flushing, Queens and also Melville, Long Island. Must be able to pass a background check. Can start part-time. (Permanent resident or US citizen)

  No experience

  Easy apply
• TESO LIFE

  

  Accountant

  2 months ago

  $24–$26 hourly

  Full-time

  Flushing, Queens

  Job Overview At Teso Life, our accounting team plays a critical role in supporting rapid expansion and daily retail operations. This is a great opportunity for someone who wants to grow with a dynamic company and work in a bilingual environment. The ideal candidate will be responsible for managing accounts payable (AP), accounts receivable (AR), general bookkeeping, and maintaining accurate financial records using QuickBooks. Responsibilities • Process and manage Accounts Payable (AP) and Accounts Receivable (AR) transactions, • Perform daily bookkeeping tasks including bank reconciliations, journal entries, and ledger, • Maintain up-to-date and accurate financial records in QuickBooks, • Assist with monthly closings and financial reporting, • Ensure compliance with company accounting policies and procedures, • Bachelor’s degree in Accounting or a related field required, • Experience in AP, AR, and bookkeeping, • Proficiency in QuickBooks is required, • Strong attention to detail and organizational skills, • Ability to work independently and meet deadlines, • 401(k), • Employee discount, • Health insurance, • Paid time off Experience: Accounts payable: 1 year (Preferred) Ability to Commute: Queens, NY 11355

  Easy apply
• Zurich Insurance Company Ltd.

  

  Underwriting Director - National Account Excess Casualty

  1 day ago

  New York

  Zurich is seeking an experienced Underwriting Director - National Account Excess Casualty. While this position will be based out of Zurich office location, you will have the flexibility to work on a hybrid basis. You will partner with your manager to set a flexible work schedule that supports you, our customers, and our brokers and agents. This role will require you to be visible in the marketplace to meet with our agents and brokers and be in the office/market three days per week. As an Underwriting Director - National Account Excess Casualty you will have the opportunity to grow and develop your career as a member of seasoned and dynamic team. You will be underwriting National Account new and renewal business, under limited direction, utilizing The Zurich Way of Underwriting Framework within delegated authority levels on highly complex accounts. We focus strongly on our customers and are seeking someone with the ability to develop exceptional relationships and a strong market facing presence. Experience with National Account excess casualty and umbrella lines is preferred. Our National Account Excess Casualty Underwriter is responsible for: • Proactively seeking renewal and new account opportunities., • Demonstrating specialized knowledge and expertise in underwriting National Account business., • Completing detailed opportunity assessments with key distributors to identify growth opportunities., • Contributing to the development and completion of proposals. Provide technical guidance, assistance, and training to lower-level underwriters., • Qualifying accounts that meet the organization's appetite, balanced with sound business opportunity., • Making agent/broker/customer and on-sight calls with a planned and well-prepared purpose., • Negotiating Terms & Conditions and closing deals., • Cross-Selling other lines of business to increase product density with the account., • Participating in Sales Team meetings as related to assigned brokers and / or territory., • Proactively engaging in the target account process, managing a qualified list of opportunities 90 to 120 days prior to effective date., • Developing strong broker and client networks as related to industries underwritten by Business Unit. Underwriting Director Qualifications: • Knowledge of Microsoft Office, • Experience working in a team environment, • Experience with Umbrella underwriting Preferred Qualifications: • Bachelors Degree, • CPCU, • Advanced knowledge of National Account Excess Casualty product lines, • Knowledge of National Account Primary Casualty and loss sensitive programs and accounts, • Strong broker/customer relationships, • Excellent communication skills, • Excellent skills in relationship building, • Strong presentation skills, • Results oriented Your pay at Zurich is based on your role, location, skills, and experience. We follow local laws to ensure fair compensation. You may also be eligible for bonuses and merit increases. If your expectations are above the listed range, we still encourage you to apply—your unique background matters to us. The proposed Salary range for this position is $165,700.00 - $271,300.00, with short-term incentive bonus eligibility set at 20%. We offer competitive pay and comprehensive benefits for employees and their families. [Learn more about Total Rewards ___.] Why Zurich? At Zurich, we value your ideas and experience. We offer growth, inclusion, and a supportive environment—so you can help shape the future of insurance. Zurich North America is a leader in risk management, with over 150 years of expertise and coverage across 25+ industries, including 90% of the Fortune 500®. Join us for a brighter future—for yourself and our customers. Zurich in North America does not discriminate based on race, ethnicity, color, religion, national origin, sex, gender expression, gender identity, genetic information, age, disability, protected veteran status, marital status, sexual orientation, pregnancy or other characteristics protected by applicable law. Equal Opportunity Employer disability/vets. Zurich complies with 18 U.S. Code § 1033. Please note: Zurich does not accept unsolicited CVs from agencies. Preferred vendors should use our Recruiting Agency Portal. Location(s): AM - New York Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag: #LI-JJ1 #LI-HYBRID #LI-HYBRID

• Consultative Search Group

  

  Legal Billing Analyst

  9 days ago

  New York

  Job Description A large global law firm seeks a Legal Billing Compliance Analyst to join their team. This position is responsible for the review of Outside Counsel Guidelines to ensure that billing is compliant with the expectations of their clients. This will include invoice review, timekeeping training for attorneys and staff, assist in preparation of budgets, and overall analysis of client economics. Excellent communication skills are required to effectively manage all billing matters with partners, clients, and staff as this position will provide recommendations and advice. The Legal Billing Analyst should have knowledge of legal terms and processes in order to effectively manage the client billing. Responsibilities: • Reviews Outside Counsel Guidelines and prepares a summary that is distributed to all timekeepers working for the client., • Trains timekeepers to adhere to the guidelines, which includes a review of proper narrative etiquette, expense allowances, and proper task and activity code usage., • Customizes and coordinates best practice procedures to ensure a smooth billing process for the partners and clients., • Prepares reports and analyses as requested., • Reviews inventory regularly to abide by billing deadlines to minimize the billing and collections cycle., • Acts as liaison between clients, partners and assistants when issues arise that require follow-up to address client's needs and provide resolution., • Coordinates the efforts of internal staff, vendor staff and client's designated personnel., • Bachelor's degree is preferred. Accounting or Business major highly desirable., • Must have 3 -5 years of law firm e-billing experience., • Proficient with various e-billing protocols, vendors and the e-Billing Hub. Prior experience with third party e-billing software is preferred., • Must be familiar with best practices for billing/collection in the legal industry., • Must have the ability to effectively communicate with all levels of personnel, have excellent attention to detail and the ability to work well under pressure., • Outstanding written and verbal communications skills, excellent organizational skills and the ability to strategize, multi-task and prioritize. Many of our job openings can be viewed at

• JPMorganChase

  

  Relationship Banker - Cobble Hill - Brooklyn, NY

  9 days ago

  New York

  JOB DESCRIPTION At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. Job responsibilities • Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment., • Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations., • Engage in clear, polite, consultative communication to understand and help clients, building trust – ask questions and listen to understand, anticipate their needs., • Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want., • Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs., • Adhere to policies, procedures, and regulatory banking requirements.Required qualifications, capabilities, and skills, • 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results., • Ability to create memorable experiences for our clients – elevate the client experience., • Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs., • Ability to quickly and effectively resolve client issues with attention to detail – providing consistent client experience., • Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training., • High school degree, GED, or foreign equivalent., • The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC’s licensing program within 180 days of hire, study materials and support provided., • Ability to work branch hours including weekends and some evenings.Preferred qualifications, capabilities, and skills, • College degree or military equivalent., • Experience adhering to banking policies, procedures, and regulatory requirements.Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: US Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans ABOUT THE TEAM Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction. We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.

• JPMorganChase

  

  Private Client Banker - Park Slope - Brooklyn, NY

  8 days ago

  New York

  JOB DESCRIPTION You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase’s affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities • Shares the value of Chase Private Client with clients that may be eligible, • Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs, • Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs, • Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week, • Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships, • 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation, • Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role, • Compliance with Dodd Frank/Truth in Lending Act*, • High school degree, GED, or foreign equivalent, • Adherence to policies, procedures, and regulatory banking requirements, • Excellent communication skills, • College degree or military equivalent, • Experience cultivating relationships with affluent clients, • Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ABOUT US Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans ABOUT THE TEAM Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction. We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.

• KPMG

  

  Senior Associate, Financial Due Diligence

  14 days ago

  New York

  KPMG is currently seeking a Senior Associate in Financial Due Diligence for our. Interface with senior executives of clients and target companies.

• BMS Family Health and Wellness Centers

  

  Chief Financial Officer

  2 days ago

  New York

  Job Description Chief Financial Officer (CFO) BMS Family Health and Wellness Centers (BMS) Executive, Full-Time Brooklyn, NY (Brownsville) BMS Family Health & Wellness Centers (BMS) is seeking a strategic, mission-driven Chief Financial Officer (CFO) to join our Executive Leadership Team. This is an opportunity for a seasoned financial leader to help shape the financial future of a Federally Qualified Health Center serving one of Brooklyn’s most underserved communities. Reporting to the President & CEO, the CFO will lead financial strategy, strengthen fiscal infrastructure, and ensure long-term financial sustainability while supporting innovative, patient-centered healthcare delivery. What You'll Do • Lead financial strategy and long-term planning, • Oversee accounting, budgeting, and financial reporting, • Ensure compliance with GAAP, HRSA, and FQHC regulations, • Strengthen revenue cycle and reimbursement performance, • Manage federal grant financial oversight, • Develop and lead the finance team What We're Looking For • CPA required, • Bachelor’s degree in accounting, finance, or business administration, • 15+ years of financial leadership experience, • Experience in FQHC, nonprofit healthcare, or community health centers, • $300,000 – $350,000 salary range Excellent health benefits with covered deductible and out-of-pocket expenses, • 401(k)?plan?with 5% employer contribution and immediate vesting, • Excellent PTO of up to 48 paid days off? Compensation details: 300000-350000 Yearly Salary PIc765b6e5f324-25405-39948669