Financial Services Representative - Isa D. Reyes Primerica-Financial Services, NYC - New York

Ofertas similares

• Globe Life National Income Division: Pappas Akuamoa Organization

  

  Life & Financial Protection Advisor

  hace 15 días

  $60000–$150000 anual

  Jornada completa

  Long Island City, Queens

  We’re Hiring a Coachable, Personable Representative — Join Our Team! Are you confident, professional, and great with people? We’re looking for a coachable and personable representative who thrives in a modern, flexible work environment. What You’ll Love About This Role: • 100% Remote — work from home most days, • Office Day: Thursdays only, • Engaging Conversations — phone calls and Zoom meetings, • No cold calling. No telemarketing. Just meaningful interactions, • Immediate Hire — start right away Position Details: • Full-Time Only, • Must be available immediately, • Strong communication and people skills required Next Steps: Qualified candidates will receive a call from our hiring manager, Tristian, within the week.Please ensure your resume includes your most up-to-date phone number. We’re excited to connect with you—good luck, and we look forward to speaking with you!

  ¡Incorporación inmediata!

  Sin experiencia

  Inscripción fácil
• Ian Franzoni - Financial Advisor, Ameriprise Financial Services, LLC

  

  Private Wealth Advisor

  hace 2 meses

  $60000–$500000 anual

  Jornada completa

  Manhattan, New York

  Company Mission We build relationships before we ever build portfolios. We are committed to every client receiving one to one financial advise, personalized recommendations, regular meetings and anytime access. Understanding client’s needs and goals for today and the long-term are unique. As an advisor, you begin with listening to understand what’s important to them. Then, take a holistic approach to develop a plan to manage their wealth, carefully considering their priorities and risk preferences. Role Summary This is a financial advisor development program which involves completion of required licensing exams, business development activities and attendance of training programs. Job Responsibilities · Business development & Sales · Constructing comprehensive financial plans · Recommending and implementing portfolio solutions · Completing paperwork · CRM management · Marketing initiatives · Obtaining and maintaining proper licensing Qualifications · Ability to be onsite in Midtown Manhattan · Prior experience or college degree · Familiarity of financial markets Desired Skills · Experience holding intelligent and engaging conversations over the phone and email · Financial planning or investment management · Proven business development success through effective use of core sales tools such as Salesforce, LinkedIn, Microsoft Office, etc. Compensation Commission based compensation ranging from $60,000 to $500,000 and above. You can expect time in the business, skillset, ability, and dedication to determine income. Location Onsite in midtown Manhattan. Working Conditions Collaborative office space with 20+ employees. Benefits and Perks Assistance with selecting retirement plan options, health insurance, disability coverage, long term care, life insurance, and other personal financial needs. Flexible vacation and sick days.

  Inscripción fácil
• A&E PROPERTIES II MGMT LLC

  

  Part time Accounts Payable Associate

  hace 6 meses

  New York

  Job DescriptionDescription: A&E Real Estate A&E Real Estate was founded in 2011 to invest in multifamily properties in the New York City Metropolitan area with a focus on workforce housing. A&E acquires, operates, improves and manages the properties, and currently owns approximately 12,000 apartments in New York City. Job Responsibilities • The Accounts Payable Associate is responsible for assisting with various accounting tasks related to the firm’s accounts payable work., • Responsibilities include, but are not limited to, printing and mailing checks, processing desktop scanner deposits, going to post office /Fedex drop off location if needed., • Accurately prepares deposit slips for deposits to be processed through the desktop scanners., • The position is 3 days a week in office. Requirements: Qualifications • Basic knowledge of bookkeeping and accounting principles, including debits and credits, accounts payable, and general ledger coding., • Experience with accounts payable processes, including printing checks, matching invoices, verifying approvals, and processing voids or stop payments., • Familiarity with property management software, preferably Yardi., • Experience with QuickBooks or other accounting software is considered a strong transferable skill., • Associate's degree in Accounting, Finance, or a related field preferred, but not required for this part-time position., • Basic proficiency in Microsoft Office, with an emphasis on Excel., • Fundamental understanding of accounting principles through coursework or practical experience., • Strong attention to detail, accuracy, and organizational skills., • Ability to follow established procedures, meet deadlines, and work efficiently in a fast-paced environment., • Eagerness to learn, take direction, and develop professionally., • Professional demeanor with the ability to maintain confidentiality and handle sensitive financial information with discretion.

• IHL Group

  

  Accounts Payable Specialist

  hace 8 días

  New York

  Job Description Summary: IHL is looking for an Accounts Payable Specialist to join our team! This is a fantastic opportunity for someone looking to grow with the company. About IHL: IHL Group is a New York City-Based, trend-driven company specializing in Women and Children’s apparel. IHL Group was established in 2007. Since it opened its doors, IHL Group has securely positioned itself as a recognized manufacturer and wholesaler with its North American and global presence across all major channels. Responsibilities: • Process and verify vendor invoices for accuracy and proper approval., • Prepare and process payments via checks, electronic transfers, and other payment methods., • Reconcile vendor statements and resolve payment discrepancies., • Maintain accurate accounts payable records and documentation., • Monitor payment due dates to avoid late fees and maintain positive vendor relationships., • Assist with month-end and year-end closing activities., • Respond to vendor inquiries regarding invoices and payments., • Ensure compliance with company policies, accounting procedures, and applicable regulations., • Generate accounts payable reports for management as needed., • Collaborate with internal departments to resolve invoice and payment issues. Qualifications: • Bachelor's degree or diploma in Accounting, Finance, or a related field (preferred)., • Proven experience in accounts payable, bookkeeping, or accounting., • Proficiency in Microsoft Excel and accounting software (such as QuickBooks, SAP, Oracle, or NetSuite)., • Strong attention to detail and accuracy., • Excellent organizational and time management skills., • Effective communication and problem-solving abilities. Job Logistics Location: New York, NY – Midtown West Compensation: The anticipated base salary range for this position is $60,000 to $85,000 IHL is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

• TheLab

  

  Accounts Payable Associate

  hace 22 días

  New York

  Job Description JOB TITLE Accounts Payable Associate COMPANY OUTLINE: Wellcom is a creative production group of developers, designers, writers, producers, retouchers, animators and so much more working collaboratively on projects as varied as we are. We solve creative problems and our unified goal is to make work for which we and our clients can be proud. We rely on discipline, experimentation, collaboration, creativity, transparency and a good attitude as the key ingredients to a great final product. ROLE OUTLINE: Wellcom is looking for a motivated and professional Accounts Payable Associate to join our finance team. The position is responsible for the Accounts Payable function for the three businesses within the group — namely, Wellcom, thelab and Dippin’ Sauce. This role reports to the Finance Director and works closely with other members of the internal finance team to ensure accurate financial reporting for the group. To be successful in the role, you should be focused on optimizing processes within the AP department and be able to build strong relationships with others inside and outside of the business. You should be a trusted partner for the business, possess a problem-solving mindset, and have excellent communication skills. JOB DUTIES AND RESPONSIBILITIES: The Accounts Payable Associate will be responsible for the Accounts Payable function, which includes, • Creating and maintaining accurate vendor records, • Entering vendor invoices accurately and in a timely manner, • Completing regular pay runs to ensure all vendors are paid on time, • Performing bank reconciliations, • Ensuring timely and accurate recording and reconciliations of the credit card accounts, • Act as a point of contact to external suppliers for resolving payment queries., • Assist colleagues with queries regarding GL coding., • Maintain a working knowledge of sales and use tax requirements and ensure that invoices entered into the accounting system are coded for sales and use tax accurately, • Maintaining a well-organized and timely filing process for supplier invoices and other related documentation (including W-9s, New Supplier Forms, etc.), • Assisting the finance team in all relevant month end tasks. This includes:, • timely entering of all related vendor invoices, • prompt reconciliations of bank accounts and credit cards accounts, • ensure any expense accruals are entered, as needed, • Assisting the finance team in all relevant year end tasks. This includes:, • support in the completing any tax and audit requirements;, • completing end of year 1099 paperwork. KEY CANDIDATE REQUIREMENTS • 1-3 years relevant experience in Accounts Payable or similar finance role, • An exceptional eye for detail, whilst working within strict timelines, • Superior communication and interpersonal skills, • Ability to multitask and prioritize departmental functions to meet deadlines, • Must be effective in handling problems, including anticipating, preventing, identifying, and solving problems as necessary, • A Bachelor’s degree in Business, Accounting, Finance, Commerce or similar (ideal, but not required) COMPANY BENEFITS • The annual base salary range is $70,000-$75,000, plus company benefits. Actual salaries will be based off years of experience, skills, competencies, qualifications and current market., • Hybrid working schedule, with required 3 days a week in-office in Flatiron, Manhattan, • 401k savings with company match, • Unlimited PTO, • Additional benefits including up to 12 weeks of fully paid parental leave, transit pre-tax savings, EAP, and education and training access through our benefits administration company

• BATHHOUSE

  

  Accounts Payable Specialist

  hace 6 días

  New York

  Job Description ABOUT BATHHOUSE Bathhouse is where the sauna meets the social scene. Thermal pools, steam rooms, and elite hands-on treatments — all in a sleek, high-energy space. We're the intersection of wellness and social. Equal parts sanctuary and scene. We build spaces where anyone, with any body, can show up and feel better leaving than they arrived. JOB DESCRIPTION We're hiring an Accounts Payable Associate to join our accounting team as we scale. This is a great opportunity for someone looking to build a strong foundation in accounting fundamentals. You'll work directly with our Senior Accountant, learning the ins and outs of AP, reconciliations, and close support in a high-volume, fast-paced environment. If you're detail-oriented, eager to learn, and energized by a real workload from day one, this is the role for you. RESPONSIBILITIES • Invoice intake, coding, and entry across multiple entities in NetSuite, • Vendor communication — onboarding new vendors, collecting W-9s, resolving payment inquiries, • Payment processing and approval routing via Ramp — approximately 170 invoices/month, • Credit card transaction review and coding — approximately 850 transactions/month, • New vendor account setup for entities in pre-open stages, • Contract and document organization, • Support bank reconciliations across 15+ accounts, • Assist with month-end close prep — tie-outs, reconciliations, and work paper organization, • Help maintain prepaid and accrual schedules, • Support journal entry preparation and posting, • Ad hoc reporting and analysis as needed QUALIFICATIONS • Bachelor's Degree in Accounting, Business Administration, or a similar field, • 1-2 years of accounting or Accounts Payable experience (internships count!), • Exposure to NetSuite or a similar ERP is a plus, not required, • Strong AI proficiency — comfortable using AI tools to automate tasks, improve workflows, and increase output, • Proficient in Excel — comfortable with formulas, pivot tables, and basic data cleansing, • Close attention to detail and eagerness to manage volume, • Strong communicator — comfortable with vendor-facing interactions, • Comfortable in a fast-paced, startup environment with evolving processes COMPENSATION & BENEFITS • Base salary: $75,000 - $85,000, • Medical, Vision, and Dental insurance available, • Complimentary unlimited admission to Bathhouse & guest passes, • 50% discount on services, retail products, and restaurant offerings

• Custom Staffing

  

  Account Payable Support Associate

  hace 6 días

  New York

  Job Description Our client, a real estate invest firm is seeking an Account Payable Support Specialist to join their team. • This is a long-term temp position which may have potential to convert to a perm job., • The position is fully on-site with a work schedule of Monday – Friday, 9am – 6pm., • The pay rate is $30.00 per hour. Property Management Accounts Payable Support Specialist Primary Purpose of Position: Coordinate accounts payable and financial accounting services for the assigned portfolio. Essential Functions: Accounting Operations • Process vendor invoices utilizing required expense allocations and ensuring vendors are billing according to contracts, negotiated rates and property budgets., • Perform invoice processing duties for the Property Management Office in a timely manner to avoid budget variances., • Responsible for diligently reviewing invoices and proactively reaching out to vendors to review and escalating questionable or inaccurate billings to the vendor in partnership with Property Management Coordinator., • Manage new vendor setup., • Review Nexus application for vendor billings, identify, research and resolve any incorrect billings. Act as a resource responding in a timely manner to any internal and/or external inquiries., • Process/review employee reimbursement requests., • Assist with the oversight of US Bank Visa account(s). Ensure proper coding by team members, review approvals and monitor final processing., • Act as liaison between Property Managers and Property Accountants during quarterly close activities and the preparation of assigned accruals., • Utilize corporate tools and practices to streamline AP processing and increase overall efficiency., • Provide high quality customer service to vendors and BXP employees., • Participate in the timely completion of the assigned portions of the annual operating budgets and related documents. General • Ensure compliance of corporate policies and procedures as they relate to both accounts payable and accounts receivable administration., • Provide support to Property Managers by producing, modifying, and/or distributing various internal forms, spreadsheets, and miscellaneous deliverables. Region/Building Specific Functions: • Perform other duties and special projects as assigned. Requirements and Qualifications: • High school diploma or equivalent educational certificate required; BA/BS Degree preferred., • Minimum of 2-5 years of progressively responsible administrative support experience and special projects experience required., • Experience in Accounts Payable preferred., • Experience with an Accounts Payable Automation Software preferred., • Related business/industry experience desirable., • Excellent organizational skills with ability to set priorities, manage multiple projects, and meet project deadlines., • Demonstrated ability to determine needs and achieve results without close supervision., • Demonstrated ability to take initiative and lead projects., • Ability to effectively interface with all departments of the company and to represent the company in a highly professional manner with all colleagues and outside partners., • Ability to work under pressure and within time constraints., • Superior verbal and written communication skills., • Excellent analytical skills., • Excellent attention to detail., • Ability to work independently and as part of a team., • Exhibit and champion excellence in work and willingness to embrace change., • Flexibility with work schedule to include working overtime on a periodic basis., • Proficiency with Microsoft Office Applications.

• Robert Half

  

  Accounts Payable Specialist

  hace 7 días

  New York

  Job DescriptionWe are looking for an Accounts Payable Specialist to support a non-profit organization’s finance operations in New York, New York. This Long-term Contract opportunity focuses on invoice review, purchase order administration, and timely vendor payment coordination while partnering with internal teams and external agencies on financial matters. The role is ideal for someone who is highly organized, detail-oriented, and comfortable managing multiple payment-related tasks in a fast-paced environment. Responsibilities: • Review incoming invoices, compare charges to approved agreements and purchase orders, and ensure billing details are accurate before processing., • Send invoices through the appropriate approval channels, follow up with stakeholders as needed, and address payment or billing discrepancies with vendors and internal partners., • Prepare vendor payment records tied to established purchase orders and submit completed documentation for accounts payable processing., • Create new purchase orders with leadership approval and maintain accurate records for agency-related financial activity., • Monitor open purchase order balances and alert grant or program contacts when additional purchasing authorization is required., • Track outstanding credits, refunds, and deposits, and work with vendors, program teams, and Human Resources to resolve issues promptly., • Partner with Human Resources on onboarding and offboarding activities that affect invoicing, payment setup, or related financial processing., • Recommend workflow improvements, support stronger financial controls, and document procedures for ongoing accounts payable and purchase order management.• Associate’s or bachelor’s degree in accounting, finance, business administration, or a related discipline, or comparable relevant experience., • 1–3 years of experience in accounts payable, invoicing, purchase order coordination, or a related finance support role., • Working knowledge of vendor billing, account coding, invoice processing, and purchase order administration., • Experience with ACH payments, check runs, and other standard accounts payable processes., • Proficiency with financial systems such as NetSuite, QuickBooks, or similar accounting platforms, along with solid Microsoft Excel skills., • Strong attention to detail and accuracy when reviewing financial records and coding invoices., • Effective communication skills with the ability to collaborate across departments and interact professionally with external vendors., • Ability to prioritize multiple assignments, stay organized, and meet deadlines in a dynamic work environment.