Digital Dynamics

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• Citizens

  

  Private Client Financial Advisor - Philadelphia, PA

  3 days ago

  PHILADELPHIA

  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: Varies (M-F) #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.

• Horace Mann

  

  Financial Advisor

  3 days ago

  Philadelphia

  Who We Are: BCG Securities (a Horace Mann Company), an independent broker-dealer and Registered Investment Advisor (“RIA”), has been dedicated to its clients for over 50 years. With financial advisors in branches located throughout the United States, BCG Securities is a recognized premier broker-dealer and RIA of choice. We supply our advisor partners with knowledge and opportunities to collaborate with clients to meet their goals and succeed. We offer a suite of differentiated products, integrated wealth management solutions and access to subject matter experts that will take you—or your business—to new heights. At BCG Securities, the game plan is simple: we’re here to help you grow. Our solutions to can be used to meet your specific situation, needs and goals at any point in your financial journey. We offer a suite of differentiated products, integrated wealth management solutions, and access to subject matter experts. We build diversity into our business to meet our clients’ needs for flexibility and long-term growth. Who We’re Looking For: We are currently seeking an experienced financial advisor to join our dynamic team. Someone who is continuing to develop their practice though their passion and commitment and couple that with our legacy of exceptional client service and advisor support. This is an hybrid/onsite position in our Cherry Hill, NJ location. Some of the essential duties and responsibilities: • Develop and prepare comprehensive financial plans for new and existing clients, • Make investment recommendations and subsequent follow-ups for client portfolios with investment team, • Provide ongoing support for existing clients through annual reviews, • Present life insurance and annuity analysis, • Create a planning process to help individuals meet their financial goals., • Highly competitive transition income for established advisors, • Company matched 401(k), • Internal support staff, • Hands on training and development program, • Health Benefits, • Medical, • Dental, • Vision, • Prescription, • Life Insurance, • Bachelor’s Degree, • At least 3 years related experience in the Financial Advisor role, • Series 7 & 66 securities licenses (or 65/63), • Life/Health preferred, • Exceptional client relationship management skills, • Excellent writing and verbal communication skills #LI-JC1 #vizi# #APP Horace Mann was founded in 1945 by two Springfield, Illinois, teachers who saw a need for quality, affordable auto insurance for teachers. Since then, we’ve broadened our mission to helping all educators protect what they have today and prepare for a successful tomorrow. And with our broadened mission has come corporate growth: We serve more than 4,100 school districts nationwide, we’re publicly traded on the New York Stock Exchange (symbol: HMN) and we have more than $12 billion in assets. We’re motivated by the fact that educators take care of our children’s future, and we believe they deserve someone to look after theirs. We help educators identify their financial goals and develop plans to achieve them. This includes insurance to protect what they have today and financial products to help them prepare for their future. Our tailored offerings include special rates and benefits for educators. EOE/Minorities/Females/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status For applicants that are California residents, please review our ___ For applicants that are California residents, please review our All applicants should review our ___ All applicants should review our

• NAO, Inc.

  

  Full Charge Bookkeeper

  2 months ago

  Philadelphia

  Job Description We are seeking an experienced hands on Full Charge Bookkeeper to join our team. NAO is an international manufacturer since 1912 and are experts worldwide in design, manufacturing, and installation of Combustion and Pollution Control equipment. The candidate would follow the bookkeeping procedures established by the organization that would include tasks such as to maintain and record a complete and systematic set of business transactions; keep records of financial transactions by verifying, allocating, and posting details of business transactions to subsidiary accounts in journal entries or computer files from documents such as sales slips, invoices, receipts, bank statements, and computer printouts. An understanding of tax compliance, and audit processes and the ability to assist in payroll and HR related tasks. Proven experience in Accounting Software and Microsoft Office; a minimum of 3-5 years of experience is required. Having experience with MAS90 (or similar accounting software) is a valuable asset but not required. Strong understanding of financial reporting, tax compliance, and audit processes. Comfortable taking a hands-on approach, including direct involvement in payroll and HR-related tasks. Salary is commensurate with level of experience; our Company does not pay for relocation expenses. Company DescriptionNAO is a family owned company and has been in business since 1912. We are innovators in the field of Combustion and Pollution Control Equipment and work with companies worldwide. We view our staff as members of a team; some have stayed with the company for 30 - 50+ years. As a family business we try to provide our staff with the opportunity to grow; and to invest in their future through a Profit Sharing, 401K and Cash Balance program.NAO is a family owned company and has been in business since 1912. We are innovators in the field of Combustion and Pollution Control Equipment and work with companies worldwide. We view our staff as members of a team; some have stayed with the company for 30 - 50+ years. As a family business we try to provide our staff with the opportunity to grow; and to invest in their future through a Profit Sharing, 401K and Cash Balance program.

• Legal Search

  

  Accounts Payable Assistant

  1 year ago

  Philadelphia

  Job Description Our client seeks an experienced Accounts Payable Assistant on a contract basis. Duties include processing all client related invoices that our client is responsible to pay as well as invoices that clients will pay. This includes coding, verifying and entering all approved invoices into accounting system; scanning all client related invoices into their respective billing files; responsible for processing and reconciling the firms credit cards; issuing rush checks on a daily basis; process monthly payments for all other invoices and assist with attorney expenses. Also other duties as assigned. Position is ongoing (no end date at this time). Candidate is required to work 5 days onsite with reputable law firm. Company DescriptionSpecialized Staffing Firm focusing on Law Firms and Legal EnvironmentsSpecialized Staffing Firm focusing on Law Firms and Legal Environments

• Robert Half

  

  Full Charge Bookkeeper

  22 days ago

  Philadelphia

  Job Description Robert Half is looking for a dedicated Full Charge Bookkeeper to join a dynamic nonprofit in the Philadelphia area. This Full Charge Bookkeeper role offers a unique opportunity to work closely with the Director of Finance, gaining hands-on experience in accounting operations and grant management. The position is ideal for someone seeking growth opportunities. Responsibilities: • Oversee general ledger activities, including accounts payable, accounts receivable, and bank reconciliations., • Ensure accurate and timely processing of payments while maintaining comprehensive financial records., • Assist in learning and managing grant administration tasks, such as budgeting, expense tracking, and reporting., • Prepare monthly and quarterly financial statements to support organizational reporting requirements., • Monitor compliance with financial policies and procedures to ensure accuracy and transparency., • Utilize QuickBooks and Excel to analyze data and create detailed financial reports., • Identify opportunities for process improvements and contribute to the implementation of best practices. Other requirements for the Full Charge Bookkeeper position include and are not limited to: • 5+ years of experience, • QuickBooks experience required, • Proficient in Microsoft Office 365 applications., • Excellent attention to detail with strong organizational and analytical skills.

• HLH Holdings LLC dba Highlight Health

  

  Bookkeeper

  4 months ago

  Philadelphia

  Job Description Location • Full-Time in Philadelphia, PA or Newark, NJ Overview Highlight Health is a mission-driven company that protects consumer rights and controls healthcare costs for self-funded plans. We are a profitable, fast-growing company without private equity investors. Highlight Health engineers new ways to protect consumer rights and control healthcare costs for employers. Nearly every American has felt the pain of the skyrocketing cost of healthcare. Highlight Health does the research to bring them solutions. We use our subject-matter expertise to reduce costs for employers and relieve ordinary Americans of burdensome medical costs. Highlight Health is proud of its inclusive workplace that brings together highly skilled leadership and employees from all walks of life. Our company is headquartered in two cities along the Northeast Corridor with an affordable cost of living: Philadelphia, PA and Newark, NJ. We’re seeking a motivated, hard-working individual to assist with our growing bookkeeping and junior accounting needs. This position will be responsible for performing a range of accounting and financial duties to support the financial functions of the company, maintaining accurate books on accounts payable and receivable, payroll, and daily financial entries and reconciliations. Essential Duties and Responsibilities • Maintain chart of accounts, • Review consistency of expenses booked to accounts, • Check on our tax payable accounts and make any necessary adjusting entries, • Update and develop our SOPs and QB rules, • Set up core reports, • Prepare financial reports by collecting, analyzing and summarizing accounting for information, • Maintain compliance with federal, state and local legal requirements, • Advise management on compliance needs, • Assist in financial activities such as running payroll and generating invoices, • Recommend tools for better account management, • Perform other related duties as assigned by management, • Manage bill payments, • Reconcile accounts, • Review accounts for anomalies (strange expenses or other activities), • Assist with budgeting, • Close books and make year entries, • Assist with tax prep, • Assist with year-end closing, • Ensure that we have filed appropriate forms Experience and Qualifications Minimum Qualifications • Minimum of 3 years of bookkeeping experience, • Strong QuickBooks Online knowledge, • Strong ADP Workforce knowledge, • Good verbal and written communication skills, • Time management and strong organizational skills, • Expertise in Microsoft Excel or any other spreadsheet, • Comfortable learning/using additional software applications, • Ability to work both independently and as part of a team in a fast-paced environment, while successfully managing multiple projects to completion, • Passionate about learning, • Bachelor’s degree in accounting, finance or related discipline or working towards completing a degree and/or CPA certification, • Thorough understanding of accounting principles, • Knowledge of bookkeeping and accounting best practices, • Knowledge of IFRS, U.S. GAAP or other industry-standard accounting frameworks, • Knowledge partnership accounting and taxation (K-1s), • Experience developing standard operating procedures Compensation and Benefits • Base salary: $65,000+ per year, • Highlight Health offers an attractive benefits package, with healthcare cost reimbursement, paid time off, commuting benefits, short term disability, an employer 401(k) contribution, and bonuses, • After 90 days of employment, you may work from home 1 day per week How To Apply • Fill out application online, • Submit your resume, • Submit your cover letter – required

• Aramark

  

  Senior Internal Auditor (Hybrid Schedule)

  10 days ago

  Philadelphia

  The Senior Internal Auditor will oversee and conduct operational, financial and SOX audit and advisory engagements with the highest level of professionalism and integrity to evaluate and improve effectiveness of the organization?s internal control and serve as a trusted advisor to our stakeholders. • Planning ? Contributes to or leads the development of the audit engagement plan by reviewing business processes and performing various risk analysis to define scope and objectives of planned audit procedures using a risk-based approach., • Execution ? Works efficiently and effectively with team members and front-line managers in the field to gather relevant and reliable audit evidence to support audit objectives and identify impactful audit findings and recommendations. Supervise and guide junior team members as necessary., • Reporting ? Communicates results of findings and recommendations verbally with front-line managers and stakeholders to effectively develop management action plans and drafts audit reports in a clear and concise manner., • Development ? Demonstrates professional curiosity to learn the business and seek process improvement opportunities and commitment to develop auditing and business skill set and grow career within the organization. Invests in development and on job training junior team members, • Promotes strong internal environment within the organization by explaining the importance of controls and value add opportunity to operators of the business and stakeholders, providing training as needed and demonstrating integrity and due professional care;, • Acquires detailed understanding of various business processes and system understanding as well as knowledge of the organization?s policies and procedures;, • Contributes to creation and development of audit tools including data analytics and robotic process automation;, • Analyze data sets to identify risk and items of audit interest;, • Create or enhance existing process flow documentation;, • Perform and apply root cause analysis during audit engagements;, • Supervise, train and review work of other auditors in accordance with quality standards;, • Ability to work on multiple projects simultaneously and manage changing workload with competing priorities;, • Assist external auditors with substantive audit test procedures;, • Perform SOX control testing in accordance with Aramark ICOFR Protocol Statements;Assisting business with due diligence efforts of acquisition targets and, • integration of the newly acquired companies into Aramark organization;, • Performing investigation of the business conduct policy violations and fraud;, • Seek professional development opportunities within the organization and/or the internal audit profession., • Minimum of 2-3 years of progressively responsible experience; knowledge of Aramark operations or combination of public accounting and/or internal audit experience required., • Bachelor?s degree in accounting or finance required., • CPA, CIA required (or in progress), MBA or other certification preferred., • Willingness to travel within US (about 20%) and Internationally (about 10%);, • Ability to use or interest to learn Microsoft Visio, ACL, Qlikview, and various financial systems Rooted in service and united by our purpose, we strive to do great things for each other, our partners, our communities, and our planet. At Aramark, we believe that every employee should enjoy equal employment opportunity and be free to participate in all aspects of the company. We do not discriminate on the basis of race, color, religion, national origin, age, sex, gender, pregnancy, disability, sexual orientation, gender identity, genetic information, military status, protected veteran status or other characteristics protected by applicable law. About Aramark The people of Aramark proudly serve millions of guests every day through food and facilities in 15 countries around the world. Rooted in service and united by our purpose, we strive to do great things for each other, our partners, our communities, and our planet. We believe a career should develop your talents, fuel your passions, and empower your professional growth. So, no matter what you're pursuing - a new challenge, a sense of belonging, or just a great place to work - our focus is helping you reach your full potential. Learn more about working here at ___ or connect with us on ___, ___ and ___.

• Century 21 Advantage Gold

  

  Residential Property Management Bookkeeper

  28 days ago

  Philadelphia

  Job Description Looking for an experienced bookkeeper with expertise in property management for rental properties in Philadelphia, PA. Become part of a reputable company with a 40-year legacy. Key Responsibilities: • Manage finances for various commercial and residential rental properties., • Monitor property income and expenses, handle rent, late fees, and utility bills., • Process payables, including taxes, mortgage payments, and vendor invoices, using specialized software (Appfolio)., • Process receivables using specialized software (Appfolio). Seeking a detail-oriented, highly organized individual. Responsibilities involve overseeing property expenses and processing tenant payments. Deliver exceptional customer service to property owners and tenants by addressing their daily needs. This role provides stability and a supportive, friendly work environment. THIS IS NOT A REMOTE JOB Compensation: $45,000 - $52,000 yearly Responsibilities: • Maintain precise financial records for Philadelphia rental properties using Appfolio., • Record daily transactions promptly and ensure compliance with laws regarding security deposits., • Process receivables and payables efficiently, posting payments and management fees monthly., • Address tenant delinquencies proactively and clarify charges and credits for tenants and landlords., • Review all accounts carefully for accuracy, manage utility bill payments as needed, and record annual real estate tax payments promptly., • Keep detailed tenant records and provide necessary reports for owners.Qualifications:, • Experience with AppFolio or similar systems, as well as proficiency in key accounting software, is essential for this position., • We value meticulous attention to detail, excellent organization, and adaptability. Candidates should have prior experience in bookkeeping, property management, management accounting, or similar areas. Key skills include strong time management, problem-solving abilities, and clear communication., • Familiarity with Google Workspaces, MS Word, Excel, and property management software is beneficial., • The ability to excel in a fast-paced industry is vital., • Effective communication skills are essential when engaging with residents and staff., • A friendly and professional telephone manner is also necessary. Experience in real estate is a plus.About Company We are the number one Century 21 firm in Pennsylvania, with 10 locations serving PA and NJ. We are a tech-forward company dedicated to helping our agents increase their business. If you're producing one million in sales and want to grow to three million, or you're currently producing three million and aiming to expand to five or six million, or even ten million. In that case, we are the company for you. We have the technology and the support systems in place to help you double, triple, or quadruple your income! We've done it for others, and we can do it for you. Let us help you grow!