Globe Life National Income Division: Pappas Akuamoa Organization

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• Citizens

  

  Private Client Financial Advisor - Bronx, NY

  hace 4 días

  NEW YORK

  Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities. Primary responsibilities include • Develop a high-quality wealth management practice that provides a personalized wealth management strategy., • Enhance and preserve relationships with key partners to boost client introductions and engagement., • Proactive client and prospect outreach promoting Citizens Wealth Management capabilities., • Grow existing relationships through partnership referrals., • Tailor wealth management planning to meet client needs., • Series 7, 63, 65 (or 66) active and valid., • A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment., • A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services., • Demonstrated track record in new business development and client book management., • Proven experience in a team-oriented consumer bank setting., • Familiarity with servicing high-net-worth individuals., • Comfortable operating in a dynamic, entrepreneurial environment. Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit . We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit . Hours & Work Schedule Hours per Week: 40 Work Schedule: M-F (Branch Hours) #LI-CITIZENS6 Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

• Charles Schwab

  

  Financial Consultant Partner - New York, NY (Midtown)

  hace 2 días

  NEW YORK

  Position Type: Regular At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As a Financial Consultant Partner (FCP), you are in the heart of the action, acting as a trusted partner to our Sr. Financial Consultants (FC) and their practice clients. Through your developed expertise, you will deepen new and existing client relationships, uncovering business development opportunities and learning from your Sr. FC all along the way. You’ll support the growth and management of an affluent wealth management practice, providing exceptional service, advice, and relationship management. If you are a licensed financial professional with a passion for wealth management, and a desire to grow under the mentorship of a seasoned advisor, this could be the role for you. Required Qualifications: • A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program), • A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment) Preferred Qualifications: • 3+ years of Financial Services Industry Experience, • Strong written and verbal communication skills, • Strong candidates will have a proven track record to handle several tasks simultaneously and effectively prioritize, • Ability to identify new relationship development, • Openness to build, refresh, and deliver financial plans for practice clients in partnership with your Sr. Financial Consultant(s), • Ability to uncover and meet client needs and effectively manage client expectations, • Ability to build and maintain good cross-enterprise working relationships, • Capability to become a Notary, • Strong candidates will also gain experience updating and compiling client information through Schwab’s internal customer relationship management (CRM) tool, • Openness to manage local events, as needed In addition to the salary range, this role is also eligible for bonus or incentive opportunities. At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. We offer a competitive ___ that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

• Zurich Insurance Company Ltd.

  

  Executive Underwriter OR AVP, Underwriting Director- Large Casualty

  hace 1 día

  New York

  Zurich is currently looking for an experienced Executive Underwriter OR AVP, Underwriting Director- Large Casualty for our team in the East Region to focus on Domestic Casualty business! We are hiring this new team member for our Philadelphia office. As a member of Zurich's Underwriting Team, you will enjoy the opportunity to fully apply and hone your underwriting and marketing skills. Specifically, you will underwrite and analyze new and renewal accounts within the Mid-Atlantic region. This is a market facing position and you are expected to be visible in the marketplace 25% of the time. Our motto: One Carrier, One Solution, we are selling Domestic Casualty business together with Umbrella, Property, Financial Lines, Cyber and International to provide a holistic solution to large, complex customers. This role will be filled at either the Executive Underwriter OR AVP, Underwriting Director Level. The hiring manager will determine the appropriate level based upon the selected applicant’s experience and skillset relative to the qualifications listed for this position. For the right candidate, we will provide relocation benefits for someone moving to the desired territory. The Large Casualty Underwriter is responsible for: While this position is based out of the Philadelphia, PA Office, 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 requires visibility in the marketplace, with the expectation of being in the office or market three days per week. • Underwriting, analyzing, and generating new and renewal business, • Market facing and production within the Large Casualty, National Accounts division, • Administering and monitoring underwriting rules and guidelines, insurance laws and regulations and rating manual rules, • Developing and maintaining agency and broker relationships in the Mid-Atlantic Region, • Working within broad limits and authorities on highly complex assignments Basic Qualifications: Executive Underwriter: • Knowledge of Microsoft Office, • Experience working on time restraints for quotes on new and renewal business, • Experience working in a team environment OR AVP, Underwriting Director: • Experience with Microsoft Office Preferred Qualifications for both: • Bachelor’s Degree, • Strong verbal and written communication skills, • Microsoft Office experience At Zurich, compensation for roles is influenced by a variety of factors, including but not limited to the specific office location, role, skill set, and level of experience. In compliance with local laws, Zurich commits to providing a fair and reasonable compensation range for each role. For more information about our Total Rewards, please click ___. Additional rewards may encompass short-term incentive bonuses and merit increases. We encourage candidates with salary expectations beyond the provided range to apply as they will be considered based on their experience, skills, and education. The combined salary range for this position is $78,100.00 - $169,100.00. The proposed salary range for the Executive Underwriter is $78,100.00 - $127,800.00, with short-term incentive bonus eligibility set at 10%. The proposed salary range for the AVP, Underwriting Director is $103,300.00 - $169,100.00, with short-term incentive bonus eligibility set at 15%. As an insurance company, Zurich is subject to 18 U.S. Code § 1033. A future with Zurich. What can go right when you apply at Zurich? Now is the time to move forward and make a difference. At Zurich, we want you to share your unique perspectives, experiences and ideas so we can grow and drive sustainable change together. As part of a leading global organization, Zurich North America has over 150 years of experience managing risk and supporting resilience. Today, Zurich North America is a leading provider of commercial property-casualty insurance solutions and a wide range of risk management products and services for businesses and individuals. We serve more than 25 industries, from agriculture to technology, and we insure 90% of the Fortune 500®. Our growth strategy is not limited to our business. As an employer, we strive to provide ongoing career development opportunities, and we foster an environment where voices are diverse, behaviors are inclusive, actions drive equity, and our people feel a sense of belonging. Be a part of the next evolution of the insurance industry. Join us in building a brighter future for our colleagues, our customers and the communities we serve. Zurich maintains a comprehensive employee benefits package for employees as well as eligible dependents and competitive compensation. Please click ___ to learn more. Zurich in North America is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. Zurich does not accept unsolicited resumes from search firms or employment agencies. Any unsolicited resume will become the property of Zurich American Insurance. If you are a preferred vendor, please use our Recruiting Agency Portal for resume submission. Location(s): AM - New York, AM - Philadelphia Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag: #LI-JJ1 #LI-DIRECTOR #LI-HYBRID

• Rise Architecture PLLC

  

  Bookkeeper/Account Specialist

  hace 21 días

  New York

  Job DescriptionRISE Architecture is an architecture firm with projects in the 5 boroughs. We are based in Industry City, Brooklyn, an innovative area with creative building spaces and many amenities. We are looking for an enthusiastic, self-motivated and an extraordinary Account Receivable Specialist to join our team! We offer an excellent learning environment and opportunity to grow. Job Description Must be proficient in QuickBooks with 3 to 5 years of experience in the same field. Your work responsibilities will be: • Working with QuickBooks, • Manage activities including protocols, policy, and procedure development., • Creating journal entries such as entering invoice information and recording banking transactions in the bookkeeping database, • Creating Invoices, sending them to clients, and follow up on the collection of funds, and confirming due dates for payment with Clients., • Following up on a weekly basis with consulting staff and ensure that their expenses have been successfully recorded., • Oversee private pay collections and ensure appropriate steps are being taken, • Evaluating and analyzing reports and data to inform management of problematic trends., • Using trackers in excel to keep count of project status and pending invoices., • Responsible for oversight of month end closing and bank reconciliation., • Saving invoices and receipts both in binder filing and online/cloud-based, • Responsible to operate payroll and record timesheets for all the staff. You will work directly with the CEO and the Manager. You will also have the opportunity to learn and perform other back-office related operations ranging from general administration, phone calls and HR. To apply, please submit (in PDF format) your resume and a cover letter outlining your qualifications and experience related to this position.We thank all applicants for their interest, however, only those selected for an interview will be contacted. If you really feel this is the right job for you, we are asking for one more step, please go to our website, find the contact email to submit and send us your resume and a cover letter in PDF, applicants who do that will be prioritized. Job Type: Full-time Monthly MetroCard or equivalent if you driveSimple IRA plan Experience: • Quickbooks: 3 years (Required), • Accounts Receivable: 2 years (Required) Work authorization: • United States (Required)

• Express Employment Professionals

  

  Quickbooks Bookkeeper

  hace 21 días

  New York

  Job Description QuickBooks Bookkeeper Location: Brooklyn, NY (Onsite) Express Employment Professionals is hiring on behalf of a leading company in Brooklyn, NY. This is an excellent opportunity for an organized, detail-oriented QuickBooks Bookkeeper with strong AR/AP experience to support a busy accounting department and grow long-term. What You’ll Do Accounts Receivable (AR) • Generate and send customer invoices, • Record incoming payments and apply them accurately, • Review aging reports and follow up on overdue accounts, • Enter vendor bills into QuickBooks, • Match purchase orders, packing slips, and invoices, • Prepare weekly check runs and process vendor payments, • Maintain accurate financial records in QuickBooks, • Reconcile bank and credit card statements, • Assist with payroll preparation (if needed), • Prepare routine financial reports for management, • 3+ years of bookkeeping experience, with hands-on AR & AP, • Advanced QuickBooks experience (required), • Strong understanding of accounting principles, • Excellent attention to detail and accuracy, • Proficient in Excel; comfortable learning new systems, • Strong communication and organizational skills, • Ability to manage multiple tasks and meet deadlines, • Ability to work onsite in Brooklyn, NY (non-remote role)

• GREATER HARLEM CHAMBER OF COMMERCE

  

  Senior Bookkeeper

  hace 21 días

  New York

  Job Description Job SummaryWe are seeking a talented Senior Bookkeeper to join our team in a part time role. In this role, you will work in the Accounting department to maintain accurate financial records and ensure the Non-Profit Organizations compliance with all legal requirements and aid in the smooth functioning of 3 Non-Profit Organizations. Responsibilities • Enter financial data and transactions, • Verify the accuracy of transactions that have been entered, • Maintaining General Ledger for 3 companies, • Creating and directing journal entries for 3 companies, • Process accounts payable and accounts receivable, • Payroll, Bank Reconciliation, • Work with Accountants/Consultants, Treasurer, President & CEOQualifications, • Bachelor’s degree in accounting or a related field, • Previous experience of at least 4 years as an accountant, bookkeeper, or similar position, • Knowledge of generally accepted accounting principles (GAAP), • Good with spreadsheets, experienced in Fund EZ, Microsoft Excel, Microsoft Word, and basic accounting systems, • Strong mathematical and analytical skills, • Excellent attention to detail, time management, and communication skills, ability to function in a fast paced environment

• Guidepost Solutions LLC

  

  Forensic Accountant

  hace 26 días

  New York

  Job Description Summary/Objective We are looking for an entry-level accountant to assist our senior forensic accountants in conducting forensic audits and investigations, corporate compliance programs, and litigation support matters. Job Duties • Assist in compiling and analyzing documents and data, • Participate in site visits and interviews, • Perform reviews and testing of financial and operational data to support our investigative, compliance and construction monitoring projects, • Ability to communicate effectively (written and verbal) with clients and internally within the organization, • Work with a multi-disciplined team including attorneys, investigators, and research analysts, • Assist in the drafting of reports and preparing necessary tables, exhibits and charts, • Communication, • Critical Evaluation, • Quick Learner, • Bachelor's degree in Accounting, Finance, or Economics or up to two (2) years; of Accounting and/or Finance experience, • Strong analytical skills related to the retrieval and organization of high volumes of data, • Experience working with clients is a plus This is a full-time position. Days and hours of work are generally Monday through Friday, 9 a.m. to 6 p.m. Work Environment This job operates in a professional office environment. This role routinely uses standard office equipment. Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Guidepost Solutions is an Equal Opportunity Employer and does not discriminate based on race, color, religion, sex, national origin, age, disability, or genetic information or any other characteristic protected by law.

• Robert Half

  

  Sr. Accountant

  hace 11 días

  New York

  Job DescriptionWe are looking for an experienced Senior Accountant to join our team in New York, New York. This is a long-term contract position with the potential for permanent employment. The ideal candidate will play a vital role in managing accounting operations while collaborating closely with the Controller. If you have a strong background in nonprofit accounting and a proven ability to handle diverse financial tasks, we encourage you to apply. Responsibilities: • Manage the month-end closing process, ensuring accurate and timely financial reporting., • Prepare and reconcile balance sheets to maintain the integrity of financial records., • Perform bank reconciliations to verify account accuracy and resolve discrepancies., • Create and post journal entries to support the general ledger., • Oversee accounts payable transactions and ensure compliance with organizational policies., • Assist in audit preparation by gathering necessary documentation and supporting materials., • Handle ad-hoc financial projects as assigned to meet organizational needs., • Utilize Sage Intacct and other accounting systems to streamline processes., • Apply advanced knowledge of Microsoft Excel for data analysis and reporting., • Collaborate with team members to optimize workflows and achieve financial objectives.• Proven experience in nonprofit accounting and familiarity with relevant practices., • Expertise in managing month-end close and general ledger accounting., • Proficiency in preparing journal entries and reconciling accounts., • Strong ability to perform bank reconciliations accurately., • Knowledge of audit preparation processes and requirements., • Hands-on experience with Sage Intacct and bill.com., • Advanced skills in Microsoft Excel for financial analysis and reporting., • Excellent attention to detail and organizational skills to manage multiple tasks effectively.