Accounting & Finance jobs in Eatontown, New Jersey - Page 2Create job alerts

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. Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to ex

Real Estate Knowledge: Understanding of real estate transactions, leases and property management practices. With more than 70 years of experience in real estate investment management, we've cultivated a reputation for delivering consistent results and creating enduring value for our investors. Profi

VP of A&H Travel Underwriting - Hybrid role in NJ/CT.

Our team members are the heart of what makes us better.With a culture rooted in connection and collaboration, our employees are team members.Here, competitive benefits are just the beginning.It’s also about how we support one another and how we show up for our community.Together, we keep getting b

Bachelor's degree in Accounting, Finance, or related field required.

As a Branch Banker within PNC's Retail Banking organization, you will be based in Holmdel, New Jersey at the Holmdel Branch.

We are seeking a Member Service Representative / Specialists Floater to live out our Mission and Vision by working directly with the COO, the Branch Manager and the Assistant Branch Manager to provide exceptional member service to internal and external members. The primary function of the Member Ser

Manage phones, emails, scheduling, and daily office communications.

Serves as a Customer advocate in improving customer financial confidence, providing customer resolution, proactive tips and insights on saving time & money. Must be eligible for employment with a covered financial institution under the standards established by Regulation Z of the Truth in Lending Ac

The Retail Banker I is a customer liaison that is integral to delivering TD's Brand promise by utilizing financial expertise and consultative advice to assist Customers with their banking solutions/needs. This role contributes to the achievement of business objectives that enable growth through iden

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an

Job Overview: As an Accounts Receivable (AR) Coordinator, you’ll be responsible for performing daily tasks related to ensuring the accuracy and efficiency of operations of the Accounts Receivable Department and our clients.Post charges, credits, returned payments and payment transfers as�

Controller or Chief Financial Officer (CFO). This is a dynamic opportunity for a strategic leader who possesses a deep, specialized understanding of the unique financial dynamics and complex accounting requirements of the commercial real estate industry. The successful candidate will drive efficienc

Wall, New Jersey, United States of America.TD is committed to providing fair and equitable compensation opportunities to all colleagues.Growth opportunities and skill development are defining features of the colleague experience at TD.Our compensation policies and practices have been designed to all

Neptune, New Jersey, United States of America.TD is committed to providing fair and equitable compensation opportunities to all colleagues.Growth opportunities and skill development are defining features of the colleague experience at TD.Our compensation policies and practices have been designed to

Accounting Assistant / Accounting Clerk. High school diploma required; Associate's degree or accounting coursework preferred. Construction or job-cost accounting experience is a plus.

Understand real estate appraisals, title reports, and real estate transactions. Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources. Present recommendations for producing loans and exercise

Job Description Company Description Malhotra & Patel is an accounting firm located in Holmdel, New Jersey. We provide tax, accounting, and consulting services across various industries and sectors. When you choose us, you are choosing partners who will work with you from the moment you entrust us with your company to help you and your businesses grow and achieve more than ever before. We deliver personalized strategies by taking into consideration your goals and needs. Role Description This is a full-time on-site role for a Staff Accountant. The Staff Accountant will be responsible for various day-to-day tasks including financial statement preparation, tax preparation, account reconciliation, and financial analysis. The Staff Accountant will also assist in the preparation of audit schedules and other ad-hoc accounting projects. This role is located in Holmdel, New Jersey. Qualifications • Knowledge of Generally Accepted Accounting Principles (GAAP), • Proficiency in accounting software (e.g., QuickBooks, Excel), • Strong analytical and problem-solving skills, • Attention to detail and accuracy, • Excellent organizational and time management skills, • Ability to work independently and as part of a team, • Bachelor's degree in Accounting or related field, • Certified Public Accountant (CPA) is a plusCompany DescriptionMonmouth County CPA and financial consulting firm.Monmouth County CPA and financial consulting firm.

Job Description M Financial is partnering with OneTeam Financial ( ) to deliver a 2-year program that provides you the support and mentorship needed to accelerate your career in financial services. Looking to leverage your previous industry experience and accelerate your growth? Our customized approach to coaching and development can be the key to your success. This is an opportunity to work for a firm with a strong and dynamic of subject matter specialists We are seeking a hungry and driven individual, that will forge deep, long-term relationships with ultra-high-net-worth clients through a holistic planning approach to solving their complex, sophisticated financial and insurance needs. Requirements: • 2 - 7 years of transferable work experience, preferably in client-facing, consultative sales, or fiduciary roles, • An entrepreneurial mindset able to handle a high level of autonomy, independence, initiative, and interpersonal collaboration, • A strong code of professional ethics and integrity, • Strong communication skills (verbal & written), • Prior Life Insurance experience, • Prior Financial Services sales experience, • Prior retirement planning experience, • Hungry and Driven, • Goal Oriented, • Desire to learn and grow Apply Today! Powered by JazzHR HecpM6M5Zf

Job Description Our company is currently seeking a Bookkeeper (Certified, QuickBooks Strongly Preferred!) to join our team! You will be responsible for preparing and examining financial records for our company. Responsibilities: • Obtain primary financial data for accounting records, • Compute and record numerical data, • Check the accuracy of business transactions, • Previous experience in accounting, finance, or other related fields, • Fundamental knowledge of GAAP, • Ability to prioritize and multitask, • Strong organizational skills, • Deadline and detail-orientedCompany DescriptionLeading, innovative and customer service-oriented staffing firm.Leading, innovative and customer service-oriented staffing firm.

Job Description Allied Digestive Health is one of the largest integrated networks of gastroenterology care centers in the nation with over 200 providers and 60 locations throughout New Jersey and New York. As a fast-growing physician-led organization, our dynamic structure encourages physician input and decision-making, while simultaneously offering operational support. Our dedicated, compassionate team of providers prioritize personalized treatment plans for patients that deliver the highest quality of care. All of our doctors are board-certified in gastroenterology and hepatology. Several of them serve as chief of gastroenterology at nearby hospitals, and a number of them have been recognized as top-quality physicians in publications, including but not limited to: Best Doctors in America and Top Doctors New Jersey, and US News Health – US News & World Report. We are excited to announce that we are looking for a Full-Time, Patient Financial Service Coordinator at our Allied Digestive Health Corporate Office in West Long Branch, NJ. The Patient Financial Service Coordinator responsibilities are: • All tasks related to the provision of excellent customer service to the patients of ADH, whether by telephone, written communication or face-to-face with patients., • He/she will be expected to adhere to all ADH quality and quantity standards. The primary role of the Patient Financial Service Coordinator is to act as liaison between ADH and its patients., • He/she will be responsible to:, • Ensure that all patients and/or authorized representatives receive thorough, accurate and complete answers to any questions they may have related to any medical service provided by ADH., • High-school diploma or GED., • 2 years' experience in a large medical practice or hospital in a patient-facing role., • Proficiency with Microsoft Office products including Word and Excel., • Basic familiarity with the concepts of debits and credits., • Minimum of one (1) year experience performing tasks related to each of the departments within ADH’s Revenue Cycle Management Dept, preferred., • Accounts Receivable experience preferred, • ICD coding experience preferred, • Medical billing experience preferred We offer a competitive base salary, generous benefits, including: Medical, Dental, Vision, Life Insurance, Voluntary, Time-Off Benefits, EAP, 401K and Commuter Benefits. Job Type: Full-time

Job DescriptionWe are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!Compensation: $80,000 - $135,000 commission based Responsibilities: • Embrace the role of a structured yet coachable team player open to continued education and training from other team members, • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs, • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management, • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals, • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisionsQualifications:, • Up-to-date FINRA Series 7 & 63/66 documents are a bonus, • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired, • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed, • A required Bachelor’s degree in business administration, finance, or similarly related field, • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customersAbout Company Our mission is clear: To Do Good in our communities and for the families we serve. For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence. You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities, we’d love to connect with you.

Job Description Our client is looking for a skilled Internal Auditor to join a dynamic energy company based in Monmouth County, New Jersey. This role offers an exciting opportunity to contribute to compliance efforts and ensure the effectiveness of internal controls. The position requires a strong background in public accounting and financial reporting, with a focus on Sarbanes-Oxley compliance. Salary is 100,000 - 110,000. Benefits include medical and dental insurance, and 401k. Responsibilities: • Collaborate with business units to carry out compliance activities related to internal controls and regulatory requirements., • Act as a key liaison between management, internal audit teams, and external auditors during the execution of compliance testing., • Offer expertise to process owners on designing controls, documenting processes, creating flowcharts, and conducting risk assessments., • Conduct training sessions to support compliance initiatives and improve understanding of control requirements., • Evaluate the effectiveness of financial reporting processes and recommend improvements., • Prepare detailed reports outlining audit findings and provide actionable recommendations., • Monitor ongoing compliance with Sarbanes-Oxley requirements and address any identified gaps., • Support the development and execution of the annual internal audit plan., • Ensure audit programs align with organizational and regulatory standards., • Assist in identifying risks and implementing solutions to mitigate them., • Minimum of 3 years of experience in public accounting or internal auditing., • Strong understanding of internal controls and Sarbanes-Oxley compliance requirements., • Proficiency in evaluating financial reporting processes and identifying areas for improvement., • Skilled in process documentation, flowchart creation, and risk assessment., • Ability to collaborate effectively with various teams, including management and external auditors., • Excellent communication skills to deliver training and present audit findings., • Detail-oriented approach to ensure thorough evaluation of compliance activities., • Familiarity with audit programs and financial analysis tools.

Job DescriptionWe are seeking an experienced financial advisor to assist our clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long term advising relationships, and excellent communication skills. Apply now!Compensation: $95,000 - $150,000 commission based Responsibilities: • Design customized financial plans suitable for each client based on potential life changes and changing financial needs, • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products, • Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives, • Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor, • Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice givenQualifications:, • Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary, • CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required, • Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential, • Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential, • Exemplary communication skills, math skills, relationship skills, and customer service skills are vitalAbout Company Our mission is clear: To Do Good in our communities and for the families we serve. For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence. You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities, we’d love to connect with you.

Job Description SENIOR TAX ACCOUNTANT For more than 25 years, Addeo, Polacco & Penta, LLC, a progressive, full-service public accounting firm located in Monmouth County, NJ, has provided quality accounting and consulting services to our clients. Rated as Best in Monmouth County in the Asbury Park Press annual poll, we are proud of the longstanding relationships we maintain with our clients and strive to provide superior accounting and tax services. Due to continued growth, we are currently seeking a motivated individual with 10+ years of recent public accounting experience to lead tax engagements for a diverse roster of clients mainly consisting of small to mid-size privately owned businesses. Utilizing your proven tax expertise, you will prepare and review corporate, individual, trust, and estate returns; complete tax planning, and research complex tax issues. Qualifications: * Bachelor’s degree or Master’s degree in Accounting. * 10+ years of recent public accounting tax experience including preparation and review of corporate, individual, trust, and estate tax returns. * Ability to juggle priorities in a fast-paced environment and work both independently and in a team-oriented, collaborative environment. * Strong communication, organizational, analytical, leadership, client service and PC skills. * Lacerte software proficiency is a plus! We offer a highly competitive salary, a comprehensive benefits package, professional growth opportunity, a friendly and relaxed office environment, with a work/life balance. If you are seeking an excellent long-term opportunity and are eager to offer a fresh perspective and learn more about becoming an integral part of our team, please submit your resume. Addeo, Polacco & Penta, LLC is an Equal Opportunity Employer.

Job Description A mid-sized public accounting firm headquartered in Central New Jersey is seeking a Senior Audit Accountant to join its team. The firm provides a full realm of services - accounting, audit, tax and business consulting to diverse industry clients. This Senior Audit Accountant position is an opportunity to expand skills, assume direct responsibility for client matters and be an integral team member at our growing CPA firm. In this position, you will take a lead role on all aspects of audit engagements, from planning to completion, to include supervision/mentoring of staff and building/maintaining relationships with clients. Candidates will have the opportunity for long-term growth and bonus compensation based on their contributions and combination of individual & team efforts. Responsibilities: • Contribute to the client service team by producing quality work, quick turnaround, and attentive service., • Perform services within budgeted time by utilizing technical, time management, and organizational skills., • Draft various schedules, notes, opinions and comments for the audit report., • Monitor staff performance on jobs., • Perform/Oversee the reconciliation of client records to trial balance, which may include analytical procedures, and performs schedule computations of prepaid, accruals, property, equipment, and calculates depreciation expense., • Make scheduling adjustments as needed., • Use the firm’s software programs to automate the process from trial balance and financial statements. Perform other accounting, auditing, tax, and consulting duties as needed in engagements. Requirements: • Bachelor’s Degree in Accounting, Finance, Business or related field., • CPA eligible required. CPA preferred., • Minimum two (2) years’ experience of running audit engagements. Not-for-Profit and Governmental entities preferred., • Knowledge of general accounting principles, • Proficient in Microsoft Excel and Word, • Experience with Prosystem fx Engagement preferred., • Audit experience in industries including government, non-profit, construction, and/or benefit plans is preferred. Company DescriptionA well established, growing firm serving the fashion industry.A well established, growing firm serving the fashion industry.

Job DescriptionSalary: $75,000+ Join CSI Group A Thriving Career Awaits You! CSI Group Where Our People, Our Purpose, and Our Future Meet About CSI Group CSI Group is a leading financial services firm transforming how Americas middle class experiences financial security. We enrich lives and legacies by providing personalized financial planning, tax, and estate solutions that empower individuals and families to achieve lasting prosperity.Our mission is simple yet powerful: to simplify financial security and remove uncertainty for Americas middle class. Our vision is to become the most trusted financial partner on every main street in America.Through our one-stop approach, we make expert financial guidance accessible and affordable for allbecause everyone deserves confidence in their financial future. At CSI Group, we live by our CAPTAG values:Caring, Accountability, Positive Attitude, Team Player, Adaptability, and Growth Mindset. These values arent just words, they shape how we work, how we serve, and how we grow together. Join CSI Group and become part of a culture where your impact matters, your growth is supported, and your purpose is shared. The Senior Accountant, corporate, is responsible for managing key aspects of CSI Groups financial reporting, analysis, and accounting operations. This position ensures accurate financial data, supports monthly and year-end closings, and contributes to building efficient workflows as the company continues its growth and modernizationincluding the transition from QuickBooks Desktop to QuickBooks Online. The Senior Accountant serves as a resource and mentor within the Finance team, maintaining strong cross-department collaboration and upholding CSIs CAPTAG values: Caring, Accountability, Positive Attitude, Team Player, Adaptability, and Growth Mindset. Key Responsibilities • Prepare, review, and post journal entries, • Maintain and reconcile general ledger accounts and supporting schedules, • Assist with month-end and year-end close processes to ensure timely, accurate financial statements, • Manage fixed assets, depreciation schedules, prepaid expenses and monthly accruals, • Analyze financial statements and variances, preparing reports for review, • Assist with annual budget and forecasting, • Assist in developing and documenting accounting policies and procedures for consistency and compliance, • Partner with internal teams to resolve discrepancies and improve data accuracy, • Coordinate with external auditors and tax preparers as needed, • Provide mentorship and support to junior accounting staff, • Communicate effectively with internal and external parties Qualifications • Bachelors degree in Accounting, • Minimum of 3 years of progressive corporate accounting experience, preferably in a multi-entity or service-based environment, • Strong knowledge of GAAP and financial reporting standards, • Proficiency in QuickBooks (Desktop and Online) and Microsoft Excel, • Experience with workflow streamlining and process improvement initiatives, • Detail-oriented with excellent analytical and problem-solving skills, • Demonstrated ability to work both independently and collaboratively in a fast-paced environment, • Adaptable as the company continues converting from Desktop to Online and builds workflows for streamlining process and procedures

Job DescriptionSalary: $23.50 Hourly About CSI Group CSI Group is a leading financial services firm transforming how Americas middle class experiences financial security. We enrich lives and legacies by providing personalized financial planning, tax, and estate solutions that empower individuals and families to achieve lasting prosperity.Our mission is simple yet powerful: to simplify financial security and remove uncertainty for Americas middle class. Our vision is to become the most trusted financial partner on every main street in America.Through our one-stop approach, we make expert financial guidance accessible and affordable for allbecause everyone deserves confidence in their financial future. At CSI Group, we live by our CAPTAG values:Caring, Accountability, Positive Attitude, Team Player, Adaptability, and Growth Mindset. These values arent just words, they shape how we work, how we serve, and how we grow together. Join CSI Group and become part of a culture where your impact matters, your growth is supported, and your purpose is shared. Position Overview: TheAccountant - Business Services Specialist will play a critical role in managing and coordinating tax-related activities for our business clients. This position involves overseeing the preparation, processing, and filing of business taxes, ensuring compliance with all regulatory requirements, and serving as a trusted advisor to clients on tax matters. This includes accounting/bookkeeping work for our business clients. Key Responsibilities: • Lead the tax processing function for business clients, ensuring accurate and timely preparation and filing of federal, state, and local taxes., • Collaborate with clients to gather necessary tax information, including financial records, deductions, credits, and other relevant documents., • Review and analyze financial statements to determine tax liabilities and opportunities for tax savings., • Complete accounting/bookkeeping work in order to meet all deadlines and complete the business tax return., • Ensure compliance with all tax regulations and deadlines, proactively managing the entire tax process from start to finish., • Work closely with the accounting and finance teams to address any tax-related issues or discrepancies., • Stay current on changes in tax laws, regulations, and best practices to provide clients with up-to-date and accurate advice., • Provide clients with strategic guidance on tax planning and optimization to minimize liabilities and maximize benefits., • Assist in the resolution of tax disputes or audits, liaising with tax authorities on behalf of clients when necessary., • Continuously improve processes to enhance the efficiency of tax processing and client service. Qualifications: • Bachelors degree in Accounting, Finance, Business, or a related field., • CPA or Enrolled Agent certification preferred but not required., • Proven experience in tax preparation and processing for businesses., • Strong knowledge of federal, state, and local tax regulations., • Excellent analytical skills and attention to detail., • Ability to manage multiple clients and deadlines in a fast-paced environment., • Strong communication skills and ability to explain complex tax concepts to clients clearly and concisely., • Proficiency in tax software, QuickBooks and Microsoft Office (Excel, Word, etc.).

Job Description New York Life Accelerated Path to Management Program Are you looking for a job where you can use your experience to propel your career into management? At New York Life, we will invest in you from the start to help you learn and grow as a financial professional first. We’ll train you in valuable skills, such as marketing, business development, and customer relationship management, and provide you with the tools you need to further your career. Then we’ll train you and provide you with access to the tools you need for a career in management. What we’re looking for We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses—motivated people who can answer yes to one of the following questions: -Do you have sales or managerial experience in another industry? -Have you previously run your own business? -Do you have an MBA or other equivalent degree? If so, the Accelerated Path to Management Program may be right for you. In the Accelerated Path to Management Program, you’ll start off as a financial professional, learning how to sell our products, building client relationships, and meeting specific requirements before transitioning into a management role. You’ll then undergo a six-month intensive training program designed to prime you for success as a manager. You will use that experience to understand how to recruit and coach others to success. What we offer Phase 1: Firsthand experience as a financial professional You’ll learn firsthand about a financial professional’s role and day-to-day work by working as a financial professional during the first year of your career journey with New York Life. We will provide you with extensive training, access to digital tools, and a comprehensive product suite. Training and resources You will receive top-notch training that will give you an understanding and appreciation for the strength and value of New York Life. Beyond this training and support, New York Life will provide access to the resources you need to succeed day-to-day, including experts on hand to answer your questions—and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content. Product Solutions You will learn about our robust products and services that can help clients achieve their financial goals. Together with its subsidiaries, New York Life provides a range of competitive insurance and financial products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency. You will be required to hold securities licenses and FINRA registrations and affiliate with NYLIFE Securities as a registered representative before you can offer investment products. Phase 2: Your transition to Associate Partner After meeting specific requirements during the first 12 months as a financial professional, you will enter a specialized six-month Associate Partner training program. We’ll help you to lead and build your team of financial professionals. Throughout your career journey with New York Life, you’ll continue to have opportunities to grow and be promoted to increasingly senior levels of management. How we will compensate you When you begin with New York Life as a financial professional, your income will be commission-based. For more information about commission-based income and benefits for financial professionals, please follow this link: . If you meet the requirements and approvals to become an Associate Partner, you will receive a salary. The salary range for an Associate Partner is $60,000–$150,000 (the minimum salary in California is $68,640.00; the minimum salary in Washington is $77,968.80; the minimum salary in New York City, Nassau, Suffolk, and Westchester counties is $64,350.00; the minimum salary in the rest of New York State is $60,405.80), plus you will be eligible for certain bonuses and other incentives based on the performance of agents in your unit, including additional compensation related to the agents you recruit and develop (“R&Ds”). R&Ds involve additional compensation that is designed to increase your income and to reimburse for any reasonable and necessary expenses we do not otherwise reimburse. You will also be eligible for medical, dental, and vision benefits, life, long-term disability, and accidental death and dismemberment coverages, a pension plan, and a 401(k) savings plan. New York Life will value and reward your hard work and success. You’ll have significant income potential over time, because our field managers’ compensation is directly aligned with their recruiting performance and the production level of their team of financial professionals. The average income among our 617 recruiters at all levels in 2024 was $285,000. Company DescriptionNew York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients.New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients.

Job Description TITLE: BILLING COORDINATORJob Summary: Compiles, manages, and executes attorney billing. Creating and sending invoices, tracking payment processes, keeping meticulous records and resolving discrepancies. Handle client complaints and follow up on any issues relating to the billing process. Perform other duties as assigned. Essential Job Functions: • Compiles and bills attorney hours to clients every month., • Reviews and edits pre-bills in response to attorney requests., • Apply retainer funds as directed by attorney., • Process write-offs following Firm policy., • Ability to execute complex bills in a timely manner (i.e., multiple discounts by matter, split-party billing, preparation of electronic bills)., • Ability to handle a high volume of bills per month., • Ability to effectively interact and communicate with attorneys, secretaries, and clients., • Review and verify accuracy of billing and supporting documentation as required., • Research and respond to inquiries regarding billing issues and problems., • Create new billing formats as needed., • Create billing schedules and various other billing analyses as required., • Creates and prints final client billing., • Creates and distributes monthly reports., • Is familiar with and applies Firm billing policies., • familiar with standard billing software for professionals, • Operates office equipment including personal computer, copiers, fax machines etc.., • Ensures strict confidentiality at all times., • Assists with special projects as needed.Requirements:, • College level accounting classes or Accounting Degree, • 4-6 or more years hands-on billing experience in a law firm, a plus, • Accounting software experience, • Demonstrated proficiency with MS Office, • Strong organizational skills and attention to detail, • Proficiency in Microsoft Office. CenterBase experience a plus, • Efficient multitasking, prioritizing, and time management skills., • Strong customer service skills

Job Description Would you like to join a growing, member-owned, not-for-profit financial institution that is one of the Best of the Best in Monmouth and Ocean County per the Asbury Park Press Readers' Choice Awards? We have refreshed our brand, and our CEO and Leadership Team are focused on the well-being of our Employees and the enrichment of the work environment! If this appeals to you and you would like to be part of a "Winning Team", then please consider applying for the Asset Recovery Clerical Full Time TEMP position at First Atlantic Federal Credit Union. Who we are: Around here we do things differently. Maybe it's the ocean breeze. Or the music. Or the fact that we've been a part of the landscape for over 90 years. Around here we put our members first. Always have and always will. At First Atlantic, local is more than a saying. It's knowing that when our community thrives, we all thrive. Our continued mission is to support our members and deliver the best value in financial services. It's where trust and tradition meet innovation and versatility, and the community is paramount. First Atlantic is headquartered in Eatontown, New Jersey, with branches in Eatontown, Neptune, Oceanport, and Toms River. Anyone who lives, works, worships, volunteers, or attends school in Middlesex, Monmouth or Ocean counties is eligible to join. Family members of a First Atlantic member can also belong. What we are looking for: We are seeking an Asset Recovery Clerical Full Time TEMP to assist First Atlantic Federal Credit Union to live out our Mission and Vision by working directly with the VP of Finance and the Asset Recovery Supervisor to provide best value financial services to members by providing outstanding service to both external and internal members. Job Summary Oversees all collection activity ranging from negative accounts, pass due payments, auto repossession, filing, scanning, compiling documents for the attorney(s) and other clerical duties. Responsible for other aspects of the collections, resolve customer billing problems, and reducing the amount of account receivables, monitor accounts on a daily basis, process payments and refunds, resolve billing issues, resolve customer credit issues, investigate historical data for debts and bills, and total losses. Qualifications Customer Service skills Time Management Excellent Communication and Interpersonal skills Problem solving and critical thinking skills Education and/or Experience High school diploma Associate's/bachelor's degree is a plus 6 months to Two years' experience Job Posted by ApplicantPro

Job DescriptionSalary: $21.20 Join CSI Group A Thriving Career Awaits You! About CSI Group CSI Group is a leading financial services firm transforming how Americas middle class experiences financial security. We enrich lives and legacies by providing personalized financial planning, tax, and estate solutions that empower individuals and families to achieve lasting prosperity.Our mission is simple yet powerful: to simplify financial security and remove uncertainty for Americas middle class. Our vision is to become the most trusted financial partner on every main street in America.Through our one-stop approach, we make expert financial guidance accessible and affordable for allbecause everyone deserves confidence in their financial future. At CSI Group, we live by our CAPTAG values:Caring, Accountability, Positive Attitude, Team Player, Adaptability, and Growth Mindset. These values arent just words, they shape how we work, how we serve, and how we grow together. Join CSI Group and become part of a culture where your impact matters, your growth is supported, and your purpose is shared. Position Summary The Business Services Representative oversees the companys financial data and compliance by maintaining accurate books on accounts payable and receivable, payroll, and daily financial entries and reconciliations. The Business Services Representative performs daily accounting tasks such as monthly financial reporting, general ledger entries, and record payments and adjustments. Essential Duties and Responsibilities: • Maintain records of financial transactions by establishing accounts; posting transactions; ensure legal requirements compliance., • Develop system to account for financial transactions by establishing a chart of accounts; defining bookkeeping policies and procedures., • Maintain subsidiary accounts by verifying, allocating, and posting transactions., • Balance subsidiary accounts by reconciling entries., • Maintain general ledger by transferring subsidiary account summaries., • Balance general ledger by preparing a trial balance; reconciling entries., • Maintain historical records by filing documents., • Prepare financial reports by collecting, analyzing, and summarizing account information and trends., • Comply with federal, state, and local legal requirements by studying requirements; enforcing adherence to requirements; filing reports; advising management on needed actions., • Contribute to team effort by accomplishing related results as needed. Requirements: • Bachelors degree in accounting, finance, or related field, • CPA is a plus, • Previous bookkeeping experience preferred, • Experience in working with multiple legal entities under different legal umbrellas, • Excellent knowledge of MS Office Word and Excel., • Strong interpersonal and communication skills., • Ability to concentrate for lengthy periods and perform accurately with adequate speed. The above job description is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as assigned by their manager.

Job Description Job Type: Full-time, Part-time Shift: Day Shift Our client, a global trailblazer in financial services, is not just a trusted name - they’ve earned the top spot on LinkedIn’s 2025 “Top Companies to Grow Your Career” list for financial services employers. In line with their continued commitment to talent development, they are now hiring bankers to join their Consumer, Small, and Business Banking division. Why join this team? • Comprehensive benefits package, including:, • Health, dental, and vision coverage, • 401(k) plan, • Paid time off and parental leave, • Disability, life, critical illness, and accident insurance, • Critical caregiving leave, • Employee discounts and commuter benefits, • Tuition reimbursement and scholarships for dependent children, • Adoption reimbursement program, • Competitive pay, • Career advancement opportunities within a leading national bank, • Supportive and inclusive culture focused on your professional growthRequirements, • 6+ months of customer interaction experience (work, military, or education), • Must meet SAFE registration and Loan Originator (LO) requirements, • Strong customer service and communication skills, • Ability to handle transactions accurately and follow procedures, • Experience building relationships and identifying customer needs, • Integrity and professionalism in customer and team interactions, • Ability to work a schedule that may include Saturdays, • Must be eligible to work in the U.S. (Visa sponsorship not available)What you’ll do, • Build strong customer relationships through proactive outreach and tailored financial solutions, • Assist customers with opening new accounts, processing service requests, and completing credit applications, • Educate customers on digital banking tools and technology, • Refer customers to appropriate partners for specialized financial needs Are you looking for more? Find it here. APPLY TODAY!

Job Description Salary: to $148k base plus bonus Overview Our client is seeking a finance professional to lead forecasting, budgeting, and business analysis across regulated and commercial operations. This role partners with senior management to deliver strategic insights, optimize financial performance, and support enterprise-wide planning initiatives. The Manager will serve as a key business partner, translating complex financial data into actionable recommendations and executive-level reporting. Please contact me to learn more about this role. For more opportunities from KNM Resources, please visit . Responsibilities • Develop and manage advanced financial and economic models to support strategic decision-making, • Lead medium- and long-term financial planning, including sensitivity and scenario analysis, • Partner with business leaders to provide financial guidance and strategic recommendations, • Evaluate business performance and transactions in the context of market conditions, • Deliver insights and narrative reporting to support executive management and operational teams, • Conduct comparative performance studies and develop forecast models, • Identify trends, cost efficiencies, and opportunities to improve financial performance, • Provide creative alternatives and recommendations to enhance profitability and growth, • Manage and mentor a team to deliver high-quality financial and business analyses Qualifications • Bachelor’s degree in Finance, Economics, Accounting or related field (MBA/CPA preferred), • 10+ years of finance experience, including FP&A leadership responsibilities, • Expert-level financial modeling and data analytics skills, • Ability to think strategically and present complex data in a clear, compelling manner, • Proven ability to manage teams and influence cross-functional stakeholders, • Experience with financial systems, automation tools, and process improvement initiatives

Job Description Looking for canidate with experience in tax preparation. Individuals, Corporations and Partnerships. In addition a candidate with general ledger experience including adjusting journal entries would be a plus. Hours are flexible depending on the canidate. Salary is negotiable.

Job Description Our company is currently seeking a Bookkeeper Part Time to join our team! You will be responsible for preparing and examining financial records for our company. Responsibilities: • Familiarity with QuickBooks and / or Account Edge, formerly known as MYOB or Acclivity and now Account Edge, • Familiarity working with or responsible for General Ledger upkeep, • Familiarity with Payables Journal - record of accounts payable, • Familiarity with Sales Journal - record of accounts receivable, • Federal and State payroll taxes, • Previous experience in accounting, finance, or other related fields, • Fundamental knowledge of GAAP, • Ability to prioritize and multitask, • Strong organizational skills, • Deadline and detail-oriented

Job DescriptionPosition Overview Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Responsibilities • Establish customer relationships and follow up with customers, as needed., • Use a customer-focused, needs-based review process to educate customers about insurance options., • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.As an Agent Team Member, you will receive..., • Salary plus commission/bonus, • Health benefits, • Paid time off (vacation and personal/sick days), • Flexible hours, • Growth potential/Opportunity for advancement within my agency, • Hiring Bonus up to $Requirements, • Interest in marketing products and services based on customer needs, • Excellent communication skills - written, verbal and listening, • People-oriented, • Detail oriented, • Proactive in problem solving, • Able to learn computer functions, • Ability to work in a team environmentIf you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.

Job DescriptionDescription: CAREXST is aware that some patients may experience financial vulnerability during their treatment. Our navigators evaluate their level of exposure to the possibility of financial toxicity which can hinder patient’s treatment. This personalized approach to providing patients with knowledge and hopefully financial savings will add a level of comfort and improved health outcomes to an otherwise challenging moment. CAREXST aligned ourselves with PATHS, a strong financial advocacy organization with the experience, resources and disciplines necessary to assure a successful program. PATHS, LLC offer a broad range of account receivable management, patient advocacy, and consultation services to assist the needs of our healthcare clients. Our 4 offices in PA, NJ, and DE is home to 400 employees and that serve over 100 clients. Healthcare providers we service include: hospitals, physician groups, rehabilitation facilities, skilled nursing, clinics, emergency departments, medical transport, home health, and behavioral health. CAREXST, in partnership with PATHS, LLC, is currently seeking an Oncology Financial Navigator to work on behalf of our client facility(ies) in Long Branch, NJ. Duties Include: • Assist cancer patients in applying for pharmaceutical and medical assistance, • Counsel patients in navigating through medical bills, insurance benefits, and financial resources available., • Determining the best sources of payment for services provided to patients, • Working with patients, physicians, nursing staff, pharmaceutical and insurance companies, • Travel to other client facilities as needed, • Other duties as assigned.Requirements: Requirements: • Train Monday-Friday 8:00 am-4:30 pm for 3-4 weeks. Mileage will be reimbursed for travel., • Valid driver's license, reliable vehicle and car insurance, • Experience working in healthcare facility, insurance billing, Medicaid eligibility, or social work preferred., • Excellent communication and interpersonal skills both written and verbal, • Trustworthy, detail and goal oriented, organized, • Comfortability working in a hospital environment Work schedule: Monday - Friday 8:00 am – 4:30 pm Company offers competitive salary and excellent benefits package including: Paid Time off Paid Holidays Medical, Dental, Life and Long Term Disability Insurance 401K Plan with company match Equal Opportunity Employer.' ' Work Remotely Schedule:

Job Description Description We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today! Responsibilities • Ability to understand the needs and financial concerns of clients, • Ability to educate clients on how to plan ahead for the future financially, so that they are prepared for unfortunate life events/ circumstances they may encounter, • Promote customized ways for clients to achieve their long-term financial goals, • Cultivating relationships with a view to helping every family member or individual pursue financial security, • Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients, • Providing compassion and guidance to clients when unfortunate life circumstances arise, • Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of client relationships over time, • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs, • Be a coachable, organized team member interested in pursuing training development and educational opportunities, • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management, • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects, • Sales experience preferred, but not required, • Go-getter mindset, • Desire to help families and businesses address their financial needs, • Strong business acumen, • Professional business demeanor, • Perseverance in the face of a challenge, • Ability to engage your community and leverage personal networks/contacts Must live within 100 miles of the office in Wall Township, NJ • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed, • Valid FINRA Series 7 & 63/66 preferred but not required, • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients, • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required $115,917 yearly About New York Life - Wall, NJ About New York Life... New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients. Awards & Accolades... We’re proud of our financial strength. • A++ Superior (A.M. Best), • AAA Exceptionally Strong (Fitch), • Aaa Exceptional (Moody’s), • Training Magazine’s APEX Award for 2022Company DescriptionNew York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients.New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients.

Job DescriptionSalary: $75,000 - $200,000+ Servicing Financial Advisor CSI Group Advisors About CSI Group Advisors At CSI Group Advisors, our mission is clear: to simplify financial security and remove uncertainty for Americas middle class. Were a trusted financial partner providing personalized guidance across investments, insurance, financial planning, and retirement strategiesall delivered through a collaborative, values-driven culture built on Caring, Accountability, Positive Attitude, Team Player, Adaptability, and Growth Mindset (CAPTAG). Role Overview The Servicing Financial Advisor plays a critical role in helping members achieve financial confidence and long-term security.In this role, you will work both independently and alongside Lead Advisors to provide personalized financial guidance to CSI Groups diverse and growing member base. CSI provides all client relationshipsthere is no obligation to prospect or bring on new clients. You will focus on delivering exceptional service, building lasting relationships, and providing tailored financial advice that aligns with CSIs mission and CAPTAG values. Key Responsibilities Financial Planning & Advisory • Work independently and collaboratively with Lead Advisors to create and implement personalized financial plans., • Evaluate members goals, risk tolerance, and financial situations to design actionable investment and planning strategies., • Provide comprehensive guidance across investments, insurance, retirement, and estate planning., • Build and manage customized portfolios tailored to each clients financial objectives., • Continuously monitor member plans, providing proactive adjustments based on life changes and market conditions., • Build and maintain long-term, trust-based relationships with CSI members provided through the firm., • Conduct regular meetingsindependently or jointly with Lead Advisorsto review financial plans and portfolio performance., • Communicate financial concepts and recommendations clearly and confidently., • Partner with Lead Advisors and CSI leadership to deliver an exceptional member experience., • Participate in educational events, workshops, and community outreach to strengthen member engagement., • Maintain accurate records and ensure compliance with firm and regulatory standards., • Conduct ongoing research to stay current on market trends and member solutions., • Demonstrate accountability, attention to detail, and professionalism in every interaction. Qualifications • Bachelors degree in Finance, Business, Economics, or a related field., • Five or more years in the financial services industry working directly with clients., • Three or more years of advisory experience, including creating and customizing financial plans and portfolios., • Series 65 license required., • Life Insurance license required., • Strong understanding of investment products, risk management, and retirement strategies., • Excellent interpersonal, communication, and presentation skills., • Proven ability to work both independently and collaboratively as part of a team., • Passion for helping families achieve financial confidence and peace of mind., • Entrepreneurial mindset with strong self-motivation and follow-through., • Team-oriented and collaborative, aligned with CSIs CAPTAG culture., • Adaptable, detail-oriented, and driven by continuous learning and growth. Why Join CSI Group Advisors • No prospecting or client acquisition required CSI provides all clients., • Opportunity to work both independently and alongside experienced Lead Advisors., • Exposure to a large and expanding member base with diverse financial needs., • Purpose-driven organization focused on empowering Americas middle class., • Competitive compensation structure, professional growth, and advancement opportunities.

Job DescriptionDo you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!Compensation: $115,917 yearly Responsibilities: • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management, • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects, • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations, • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs, • Serve as a collaborative team player willing to further development through continued training opportunities, • Ability to understand the needs and financial concerns of clients, • Ability to educate clients on how to plan ahead for the future financially, so that they are prepared for unfortunate life events/ circumstances they may encounter, • Promote customized ways for clients to achieve their long-term financial goals, • Cultivating relationships with a view to helping every family member or individual pursue financial security, • Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients, • Providing compassion and guidance to clients when unfortunate life circumstances arise, • Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of client relationships over timeQualifications:, • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired, • A required Bachelor’s degree in business administration, finance, or similarly related field, • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus, • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers, • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired, • Sales experience preferred, but not required, • Go-getter mindset, • Desire to help families and businesses address their financial needs, • Strong business acumen, • Professional business demeanor, • Perseverance in the face of a challenge, • Ability to engage your community and leverage personal networks/contacts Must live within 100 miles of the office in Wall Township, NJ About Company About New York Life... New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients. Awards & Accolades... We’re proud of our financial strength. • A++ Superior (A.M. Best), • AAA Exceptionally Strong (Fitch), • Aaa Exceptional (Moody’s), • Training Magazine’s APEX Award for 2022

Job Description Building your practice from the ground-up can be challenging and often requires a team effort. At CREATIVE Financial Group, we provide the support you need to achieve your long-term goals for profit and growth. Our resource teams work with you to overcome the daily challenges business owners face by developing and implementing industry best practices. Our professionals are backed by a team of experts bringing you the following top-notch services: • A team-based approach to problem-solving that gives you access to industry experts and thought-leaders., • Dedicated professionals assigned to your company, committed to your specific business needs., • Experienced employee benefits personnel to help you design and implement qualified retirement plan strategies that benefit both you and your staff., • Financial professionals with industry-specific knowledge who will evaluate your company on an independent basis and make suggestions for improvements., • Insurance and risk management professionals to help minimize losses due to unforeseen events., • Compliance experts who take the time to research the regulatory impact of business decisions and support your company as it grows., • Knowledgeable personnel to assist you when setting up executive compensation plans and key person insurance coverage., • Strategically focused professionals who will walk you through the business planning process and establish a long-term strategy for succession. Why explore the career of a Financial Services Professional NOW? CREATIVE Financial Group helps their clients navigate through uncertainty. Currently, we are in a time period and environment of unprecedented uncertainty. Now, is when a financial services professional shows his or her value. The outcome of this current economic environment may result in increased demand for financial guidance and strategies. Is this an opportunity you want to explore? ARE YOU: • Wanting to positively impact other people’s lives?, • Looking to be part of a team and learn from experienced professionals, • Driven to keep learning?, • Looking for a career that offers freedom, flexibility, and control?, • A goal-oriented self-starter?, • Wanting to be in control of your career and earnings potential? If you are curious and would like to learn more about this industry… LET’S TALK! More info about CREATIVE at

Job Description We offer extensive training on all aspects of our career; marketing, lead generation, client acquisition, cash flow analysis, and cash flow strategies. We also utilize a mentorship program to help college graduates, career changers, and experienced advisors quickly learn our philosophy and client process. Our advisors are known as Cash Flow Strategists to our clients. A Cash Flow Strategist with our organization has an incredible opportunity to have both time and money freedom in their career. This results-based career is an excellent opportunity for the entrepreneurial-spirited person who enjoys connecting with and helping people. You have the opportunity to build long-term, meaningful relationships with your clients, as you help them financially plan for their biggest life events and goals. At C&A Financial Group we are looking for a very specific individual to be an asset to our organization. This career would be a perfect fit for someone who is: • Goal/Results Motivated, • Very social and outgoing, • Financially Oriented, • Trustworthy, • Self-disciplined, • Excellent at public speaking, • Strong with multi-tasking, • Excited by challenges Wants to: • Have an impactful career, • Build meaningful relationships, • Control their future, • Be an entrepreneur and have their own business, • Continue learning throughout their career, • Have a great work-life balance

Job DescriptionBenefits: • License reimbursement, • Bonus based on performance, • Competitive salary, • Flexible schedule, • Opportunity for advancement, • Paid time off We offer 5 sick days, 2 weeks of vacation and a strong focus on work-life balance. Our office culture is friendly, easygoing, and laid-back we all get along well and create a welcoming environment for both team members and customers. Were looking for someone with a positive attitude who enjoys being part of a collaborative, supportive team. If youre friendly, approachable, and want to grow with a team that values balance and good energy, this could be a great fit for you. ROLE DESCRIPTION: As Account Associate - State Farm Agent Team Member for Camille Kiste - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: • Manage customer accounts and update information in the database., • Assist customers with policy changes and inquiries., • Process insurance claims and follow up with customers on claim status., • Coordinate with underwriters to ensure timely policy issuance.QUALIFICATIONS:, • Strong organizational skills and attention to detail., • Excellent customer service and communication skills., • Previous experience in insurance or a related field preferred.

Job Description Are you ready to take control of your career and make a meaningful impact? We are looking for highly motivated individuals—whether new to the workforce or making a career transition—to join our growing team as Financial Services Representatives. This role offers comprehensive training and mentorship to help you build a successful business by providing financial solutions to individuals and businesses. No prior financial experience is necessary—we provide the tools and resources to help you succeed. What you will receive: • Flexible schedule with remote and in-person work options., • Full benefits package: health, dental, vision, 401(k), pension, and life insurance., • Training stipend and performance-based bonuses., • Company-sponsored travel and professional development programs., • Sponsorship for required licenses and continuing education. We can only consider applicants authorized to work in the United States. Compensation: $60,000 - $100,000+ Commission Based Responsibilities: • Leverage company-provided marketing tools and industry resources., • Maintain compliance with industry regulations and licensing requirements., • Develop client relationships and provide tailored financial strategies., • Follow a leadership advancement track with career growth opportunities., • Provide guidance on insurance, investments, and retirement planning.Qualifications:, • Must be authorized to work in the US., • Highly motivated with a strong work ethic., • Excellent communication and relationship-building abilities., • No prior experience in finance is required—comprehensive training is provided., • Demonstrated leadership or a proven track record of success.About Company Our mission is clear: To Do Good in our communities and for the families we serve. For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence. You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities, we’d love to connect with you.

K per year / Medical, dental, and vision / PTO / Equipment stipend - As a Finance Associate at Blockworks, you will: Run daily accounting operations; Execute month-end close procedures; Oversee vendor contract calendar; Support tax and audit readiness; Identify opportunities to streamline workflows,

Accounting & Finance Support / Remote] - Anywhere in U. Competitive pay - As a Finance & Accounting Associate at Meridian, you will: Execute and support monthly and quarterly close processes; Assist with treasury management and bank transfers; Prepare journal entries, account reconciliations, and va

We’re offering a role for someone who wants to lead their own side-income project in their spare time.You’ll explore various proven side hustles, select the ones that fit your lifestyle, and run them like mini projects.Are you ready to apply Make sure you understand all the responsibilities and