Secretary

Join Our Winning Team – We’re Looking for Driven, Ambitious, and Competitive Talent! Are you motivated to succeed, self-driven, and thrive in a dynamic environment? If you are excited by fast-paced, goal-oriented work, we want YOU! Our mission is to help protect families while empowering you to achieve your own financial success. NO CUBICLES. NO BORING OFFICE JOBS. We are a supplemental benefits company, providing permanent benefits to union members and other clients at their request. With just a smartphone and laptop, you can work 100% virtually! About Us: The Jason Bratin Group, contracted with Globe Life AIL/NILICO Division, focuses on helping blue-collar Americans secure their assets. With offices nationwide and growing, we provide a career path with unlimited income potential and lifetime residuals. Recognized as a Top Workplace for 10 years in a row, we prioritize leadership, a supportive system, and the well-being of the families we serve. Role Overview: As a Salesperson with the Jason Bratin Group, representing Globe Life AIL/NILICO, you will work with clients to promote financial products, build strong relationships, and help protect their financial futures. This is a fast-paced sales environment where success is rewarded. What We’re Looking For: • Excellent communication and interpersonal skills • Strong negotiation and persuasion abilities • Self-motivated with a passion for hitting targets • Ability to work independently and remotely • Prior sales or customer service experience is a plus • Knowledge of financial products or insurance is beneficial Why Work With Us? • Leads provided weekly—no cold calling • Strong partnerships with labor unions and associations • Comprehensive training and ongoing support • Weekly pay with residual income opportunities • Clear path to leadership and career growth • Exciting contests and rewards, including cash bonuses, trips, and more • Remote work opportunities across the U.S. Endorsed by the Los Angeles Lakers, Dallas Cowboys, Texas Rangers, and FC Dallas! Apply today and take the next step in building a rewarding career with us, while making a difference in the lives of others.

secretarial and bookkeeping .. invoice management

We are looking for a skilled development professional with at least five years of experience within the Westchester and/or Greenwich CT area. You must be open to also take on administrative and executive assistant duties for part of the day. We seek a collaborative partner who will not only be a bookkeeper but also develop and enhance relationships with donors, develop and execute an annual development plan, manage and operate the foundation while responsive to funding. Admin duties include, running errands, house management, scheduling, etc.. Your focus will be increased engagement and giving from individual, corporate, foundation, community, interfaith, and governmental donors. Relevant Skills and Knowledge Basic accounting knowledge Understanding accounting best practices Knowledge of IFRS, U.S GAAP, or another accounting framework Data entry skills High attention to detail Proficiency in Microsoft Excel Produce work with a high level of accuracy Professionalism and organization skills Associates degree or at least one year of experience Knowledge of XERO, Quickbooks, Zoho, Fresh Books, or other applications Job Duties and Responsibilities Maintain an accurate record of financial transactions Update and maintain the general ledger Reconciliation of entries into the accounting system Recording of debits and credits Maintain the trial balance, by a reconciliation of general ledgers Account reconciliation to assert the accuracy of transactions Use knowledge of local laws to comply with reporting requirements Monitor any variances from the projected budget Oversee and manage all logistics and operations, including: Generating leads by cold calling. · Recruit and manage volunteers and staff for events. · Identify, cultivate, and secure sponsorships. · Promote ticket sales. · Oversee invitation design, program design, publicity, journal ads. · Develop run-of-show and event timeline. · Oversee CSR and Mailchimp to input, utilize, edit, and report information. · Assure timely acknowledgements of in-kind and financial donations. · Manage Online and social media presence (Website, Facebook, Instagram, Twitter, Linked-In, RCM...). · Create, Post and Distribute Newsletters and Annual Report. · Presentations to corporate, community, and interfaith groups. · Print and broadcast media (press releases, press conferences, on-air work). Qualifications: · At least 5 years of bookkeeping experience within Westchester or Greenwich, CT. · Able to work respectfully and collaboratively. · Compassionate, empathic, and expert communication skills - oral and written. · Exceptional time management and organizational skills. · Proficient in Microsoft Word, Excel, Outlook, Mailchimp, and RCM. A collegial, collaborative, and empathic managerial style.

We are seeking a highly organized and detail-oriented Administrative Assistant to provide general administrative support to our team. This role involves managing office operations, assisting with scheduling, maintaining files, and handling correspondence. The ideal candidate will have strong communication skills, the ability to multitask, and a commitment to maintaining efficiency in a work environment. Some job responsibilities may include: - Reviewing quotes and invoices - Maintain organized project files and all related important documents. - Answer phones, respond to emails, and direct inquiries to the appropriate person. *Not a requirement but Bilingual is a plus*