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Zurich is currently looking for an Underwriting Specialist or Executive Underwriter Management Liability. As we are expanding, we are looking for candidates to work out of our following location: Baltimore, Maryland Virtual Office, Owings Mills, Washington DC, or Washington DC Virt. Office. We are open to remote work for the right candidate located any where within the U.S.. As a Management Liability Underwriter, you will be responsible for utilizing your sales/marketing, relationship building and analytical skills to analyze and underwrite new and renewal business for Financial Lines Products (Directors and Officers, Employment Practices Liability, Fiduciary Liability and Crime Insurance) for private, nonprofit companies. This is a market facing position and we are looking for someone with a strong sales mindset who will proactively seek renewal and new account opportunities, as well as identify growth opportunities. Building strong relationships with retail distributors (agents and brokers) and our customers in support of business retention and acquisition of new business is a key responsibility of this role. Identifying growth opportunities by determining our customer’s insurance needs and providing the right solutions will also be a critical responsibility of this position. Key Accountabilities of this role: • Administer and monitor underwriting rules and guidelines, rating manual rules, and insurance laws and regulations., • Develop, maintain & collaborate with Line of Business representatives and other business-related needs, as appropriate., • Develop and maintain relationships with distributors (agents & brokers) in support of business retention and acquisition and works with customers and distributors (agents & brokers) to determine their insurance related needs and provide solutions., • Support the organization's sales culture by being a Help Point for agents, brokers and customers., • Proactively seek renewal and new account opportunities., • Complete detailed opportunity assessment with key distributors to identify growth opportunities., • Qualify accounts to meet with the organization's appetite, balanced with sound business opportunity., • Make broker/customer and on-sight calls with a planned and well-prepared purpose., • Mentor team members. This role will be filled at either the Underwriting Specialist or Executive Underwriter Level. The hiring manager will determine the appropriate level based upon the selected applicant’s experience and skill set relative to the qualifications listed for this position. Basic Qualifications: Underwriting Specialist: • Knowledge of line/s of business and the legal and regulatory guidelines, • Knowledge of time restraints for quotes on new and renewal business, • Experience with Microsoft Office OR Executive Underwriter: • Knowledge of Microsoft Office, • Experience working on time restraints for quotes on new and renewal business, • Experience working in a team environment Preferred Qualifications: • Bachelor’s Degree, • Strong verbal and written communication skills, • Strong relationship building skills Your pay at Zurich is based on your role, location, skills, and experience. We follow local laws to ensure fair compensation. You may also be eligible for bonuses and merit increases. If your expectations are above the listed range, we still encourage you to apply—your unique background matters to us. The pay range shown is a national average and may vary by location. The combined salary range for this position is $75,000.00 - $165,000.00. The proposed salary range for the Underwriting Specialist is $75,000.00 - $125,000.00, with short-term incentive bonus eligibility set at 10%. The proposed salary range for the Executive Underwriter is $98,500.00 - $165,000.00, with Global Specialty Incentive Plan bonus eligibility set at 30%. We offer competitive pay and comprehensive benefits for employees and their families. [Learn more about Total Rewards ___.] Why Zurich? At Zurich, we value your ideas and experience. We offer growth, inclusion, and a supportive environment—so you can help shape the future of insurance. Zurich North America is a leader in risk management, with over 150 years of expertise and coverage across 25+ industries, including 90% of the Fortune 500®. Join us for a brighter future—for yourself and our customers. Zurich in North America does not discriminate based on race, ethnicity, color, religion, national origin, sex, gender expression, gender identity, genetic information, age, disability, protected veteran status, marital status, sexual orientation, pregnancy or other characteristics protected by applicable law. Equal Opportunity Employer disability/vets. Zurich complies with 18 U.S. Code § 1033. Please note: Zurich does not accept unsolicited CVs from agencies. Preferred vendors should use our Recruiting Agency Portal. Location(s): AM - Baltimore, AM - Maryland Virtual Office, AM - Owings Mills, AM - Washington DC, AM - Washington DC Virt. Office Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag: #LI-RA1 #LI-HYBRID #LI-ASSOCIATE

Zurich is seeking a Property Underwriter (Senior Property Underwriter (Level II) or Executive Property Underwriter (Level III) for our National Accounts Property Underwriting team in our New York office. While this position will be based out of one our New York office, you will have the flexibility to work on a hybrid basis. You will partner with your manager to set a flexible work schedule that supports you, our customers, and our brokers and agents. This role will require you to be visible in the marketplace to meet with our agents and brokers and be in the office/market three days per week. This role will be filled at either the Property Underwriter (Senior Property Underwriter (Level II) or Executive Property Underwriter (Level III)The hiring manager will determine the appropriate level based upon the selected applicant’s experience and skill set relative to the qualifications listed for this position. As Property Underwriter (Senior Property Underwriter (Level II) or Executive Property Underwriter (Level III) you will have a chance to use your marketing and analytical skills. Specifically, you will analyze and underwrite new and renewal business, under general direction, utilizing The Zurich Way of Underwriting Framework within delegated authority levels on assignments of higher technical complexity ensuring a high level service to customers. This is a market facing position thus we are seeking someone with a strong sales execution mindset and knowledge of commercial property policies. Some of the key accountabilities of this role include: • Administer and monitor underwriting rules and guidelines, rating manual rules, and insurance laws and regulations., • Develop, maintain & collaborate with Line of Business representatives and other business related needs, as appropriate., • Develop and maintain relationships with distributors (agents & brokers) in support of business retention and acquisition and works with customers and distributors (agents & brokers) to determine their insurance related needs and provide solutions., • Support the organization's sales culture by being a Help Point for agents, brokers and customers., • Proactively seek renewal and new account opportunities., • Complete detailed opportunity assessment with key distributors to identify growth opportunities., • Qualify accounts to meet with the organization's appetite, balanced with sound business opportunity., • Make broker/customer and on-sight calls with a planned and well-prepared purpose. Basic Qualifications – Senior Property Underwriter (Level II): High School Diploma or Equivalent and 3 or more years of experience in the Underwriting or Market Facing area. OR • Knowledge of line/s of business and the legal and regulatory guidelines, • Knowledge of time restraints for quotes on new and renewal business, • Experience with Microsoft Office Basic Qualifications - Executive Property Underwriter (Level III): • Zurich approved Apprenticeship program including an Associate Degree and 8 or more years of experience in the Claims or Underwriting Support area, • Knowledge of Microsoft Office, • Experience working on time restraints for quotes on new and renewal business, • Experience working in a team environment Preferred Qualifications – Level II & Level III: • Bachelors Degree, • Technical knowledge of commercial Property Underwriting, • Established broker relationships (Retail, select brokers) in New York Region, • Sales execution mindset, • Creative problem solving skills, • Strong verbal and written communication skills Your pay at Zurich is based on your role, location, skills, and experience. We follow local laws to ensure fair compensation. You may also be eligible for bonuses and merit increases. If your expectations are above the listed range, we still encourage you to apply—your unique background matters to us. The combined salary range for this position is $94,750-$205,125. The proposed salary range for the Senior Property Underwriter is $94,750-$155,125, with short-term incentive bonus eligibility set at 10%. The proposed salary range for the Executive Property Underwriter is $165,625-$205,125, with short-term incentive bonus eligibility set at 15%. We offer competitive pay and comprehensive benefits for employees and their families. [Learn more about Total Rewards ___.] Zurich in North America does not discriminate based on race, ethnicity, color, religion, national origin, sex, gender expression, gender identity, genetic information, age, disability, protected veteran status, marital status, sexual orientation, pregnancy or other characteristics protected by applicable law. Equal Opportunity Employer disability/vets. Zurich complies with 18 U.S. Code § 1033. Location(s): AM - New York Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No Division: Large Property

Zurich Middle Markets has delivered double-digit growth over the last four consecutive years, and we strive to exceed that growth in the years ahead! We’ve been committed to assembling a team of Middle Market leaders and underwriters who understand this space very deeply and who grasp the unique challenges of the various industry segments and the individual customers we serve. We are looking to add to our Private Equity team in the New York City Office and hire an experienced Underwriting Specialist OR Executive Underwriter. In this role, you will serve as a customer advocate with a focus on improving the customer experience by understanding their unique risks and offering the best end-to-end solution for their Middle Markets Private Equity insurance needs. This position is a hybrid working opportunity based out of our New York City office. What you can expect in a Private Equity Underwriting Position in Middle Markets at Zurich: • You will develop and maintain relationships with brokers partners and customers across all industries in support of business objectives., • You will leverage your Private Equity underwriting acumen across risk assessment, exposure evaluation and pricing to generate and maintain a profitable book of new and renewal business., • You will work collaboratively across business units including but not limited to; claims, finance, risk engineering, actuary, and technical underwriting while gaining extensive knowledge in a growing and innovative industry., • You will be empowered to use your technical underwriting, negotiation, and interpersonal skills to grow and develop relationships with preferred distribution partners in an assigned territory. This role will be filled at either the Underwriting Specialist OR Executive Underwriter level. The hiring manager will determine the appropriate level based upon the selected applicant’s experience and skill set relative to the qualifications listed for this position. Basic Qualifications: Underwriting Specialist: • Knowledge of line/s of business and the legal and regulatory guidelines, • Knowledge of time restraints for quotes on new and renewal business, • Experience with Microsoft Office OR Executive Underwriter Level: • Knowledge of Microsoft Office, • Experience working on time restraints for quotes on new and renewal business Preferred Qualifications: • Bachelors Degree, • Established relationships with Private Equity broker partners, • Strong verbal and written communication skills, • Microsoft Office experience At Zurich, compensation for roles is influenced by a variety of factors, including but not limited to the specific office location, role, skill set, and level of experience. In compliance with local laws, Zurich commits to providing a fair and reasonable compensation range for each role. For more information about our Total Rewards, please click ___. Additional rewards may encompass short-term incentive bonuses and merit increases. We encourage candidates with salary expectations beyond the provided range to apply as they will be considered based on their experience, skills, and education. The combined salary range for this position is $92,900.00 - - $201,300.00. The proposed salary range for the Underwriting Specialist is $92,900.00 - $152,200.00, with short-term incentive bonus eligibility set at 10%. The proposed salary range for the Executive Underwriter is $122,900.00 - $201,300.00, with short-term incentive bonus eligibility set at 15%. As an insurance company, Zurich is subject to 18 U.S. Code § 1033. A future with Zurich. What can go right when you apply at Zurich? Now is the time to move forward and make a difference. At Zurich, we want you to share your unique perspectives, experiences and ideas so we can grow and drive sustainable change together. As part of a leading global organization, Zurich North America has over 150 years of experience managing risk and supporting resilience. Today, Zurich North America is a leading provider of commercial property-casualty insurance solutions and a wide range of risk management products and services for businesses and individuals. We serve more than 25 industries, from agriculture to technology, and we insure 90% of the Fortune 500®. Our growth strategy is not limited to our business. As an employer, we strive to provide ongoing career development opportunities, and we foster an environment where voices are diverse, behaviors are inclusive, actions drive equity, and our people feel a sense of belonging. Be a part of the next evolution of the insurance industry. Join us in building a brighter future for our colleagues, our customers and the communities we serve. Zurich maintains a comprehensive employee benefits package for employees as well as eligible dependents and competitive compensation. Please click ___ to learn more. Zurich in North America is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. Zurich does not accept unsolicited resumes from search firms or employment agencies. Any unsolicited resume will become the property of Zurich American Insurance. If you are a preferred vendor, please use our Recruiting Agency Portal for resume submission. Location(s): AM - New York Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag: #LI-AK1 #LI-ASSOCIATE #LI-HYBRID

At Hackensack Meridian we help our patients live better, healthier lives - and we help one another to succeed.

Job DescriptionWe are seeking an enthusiastic individual to join our team as a part-time Assistant Bookkeeper. This role will be responsible for working with our Agency Bookkeeper on processing the agency’s income and expenses. Responsibilities include but are not limited to data entry, maintaining records, creating reports, processing accounts receivable/payable, payroll, recording and verifying transactions. This position requires a sharp, organized, professional with an accounting/bookkeeping background. Associates or Bachelor’s Degree required. Must perform with a high degree of accuracy and attention to detail, be proficient in MS Office, QuickBooks, have excellent phone and interpersonal skills, and be able to multi-task. Job Type: Part-time Pay: $26.00 per hour Expected hours: 16 per week Schedule: Monday to Friday Education: Associates (Preferred) Work Location: In person Powered by JazzHR Q7Z0dLYDcV

Job DescriptionBenefits: • Employee discounts, • Flexible schedule, • Opportunity for advancement, • Looking for someone to assist lead bookkeeper with QuickBooks ,, • Data entry, • HR and Payroll, • Matching invoices, • MUST HAVE EXPERIENCE WITH QUICKBOOKS, • Previous accounting experience / knowledge is a big plus, • Preferred Associate`s degree in Accounting (accounting Degree is a plus), • Experience working in small business a plus, • Previous experience working with ADP a plus

Job Description A large global law firm seeks a Legal Billing Compliance Analyst to join their team. This position is responsible for the review of Outside Counsel Guidelines to ensure that billing is compliant with the expectations of their clients. This will include invoice review, timekeeping training for attorneys and staff, assist in preparation of budgets, and overall analysis of client economics. Excellent communication skills are required to effectively manage all billing matters with partners, clients, and staff as this position will provide recommendations and advice. The Legal Billing Analyst should have knowledge of legal terms and processes in order to effectively manage the client billing. Responsibilities: • Reviews Outside Counsel Guidelines and prepares a summary that is distributed to all timekeepers working for the client., • Trains timekeepers to adhere to the guidelines, which includes a review of proper narrative etiquette, expense allowances, and proper task and activity code usage., • Customizes and coordinates best practice procedures to ensure a smooth billing process for the partners and clients., • Prepares reports and analyses as requested., • Reviews inventory regularly to abide by billing deadlines to minimize the billing and collections cycle., • Acts as liaison between clients, partners and assistants when issues arise that require follow-up to address client's needs and provide resolution., • Coordinates the efforts of internal staff, vendor staff and client's designated personnel., • Bachelor's degree is preferred. Accounting or Business major highly desirable., • Must have 3 -5 years of law firm e-billing experience., • Proficient with various e-billing protocols, vendors and the e-Billing Hub. Prior experience with third party e-billing software is preferred., • Must be familiar with best practices for billing/collection in the legal industry., • Must have the ability to effectively communicate with all levels of personnel, have excellent attention to detail and the ability to work well under pressure., • Outstanding written and verbal communications skills, excellent organizational skills and the ability to strategize, multi-task and prioritize. Many of our job openings can be viewed at

Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and/or job placement services, and personalized coaching and mentorship. Year Up United participants also receive an educational stipend. The program combines technical and professional training with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at BNY Mellon, Fidelity, or Bank of America, among many other leading organizations in the New York | New Jersey area. Are you eligible? You can apply to Year Up United if you are: • A high school graduate or GED recipient, • Eligible to work in the U. S., • Available Monday-Friday throughout the duration of the program, • Highly motivated to learn technical and professional skills, • Have not obtained a Bachelorʼs degree, • You may be required to answer additional screening questions when applying What will you gain? Professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. During the internship phase, Year Up United students earn an educational stipend of $525 per week. In-depth classes include: • Application Development, • Business Operations, • Banking, • IT Support, • Investment Operations, • Data Analytics, • Project Management, • Network Security & Support Get the skills and opportunity you need to launch your professional career. 75% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-three thousand dollars per year.

Job Description:Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The Expertise We’re Looking For • Previous success in building relationships, uncovering needs and recommending solutions, • FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire, • Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility, • Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain oneThe Skills You Bring, • Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions, • Being coachable, collaborative, and curious are your "go to" attributes, • Committed to delivering an outstanding customer experience with a passion for seeing others thrive, • Motivated by results and finding solutions, you take initiative and exceed customer expectations, • Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals, • Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future, • Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications:Series 07 - FINRA, Series 66 - FINRACategory:Sales

Job Description:Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The Expertise We’re Looking For • Previous success in building relationships, uncovering needs and recommending solutions, • FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire, • Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility, • Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain oneThe Skills You Bring, • Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions, • Being coachable, collaborative, and curious are your "go to" attributes, • Committed to delivering an outstanding customer experience with a passion for seeing others thrive, • Motivated by results and finding solutions, you take initiative and exceed customer expectations, • Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals, • Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future, • Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications:Series 07 - FINRA, Series 66 - FINRACategory:Sales

The Finance Manager – In-Home Sales is responsible for securing homeowner financing through approved third-party lenders to support in-home sales representatives and drive deal completion. This role requires strong financial knowledge, excellent communication skills, and the ability to confidently guide homeowners through financing options while supporting a soft close in coordination with the sales team. This is a performance-based subcontractor role during an initial vetting period of approximately 90 days to six months, with the opportunity for expanded responsibilities and long-term engagement upon successful performance.

About Us At Indexed Financial, we do more than offer financial services — we help individuals build better futures through financial education, protection, and planning. Since 2020, our mission has been to empower people from all backgrounds to create lasting financial independence for themselves and their loved ones. We provide access to a wide range of life insurance, retirement, savings, and wealth-building strategies. Whether you're looking to start a business or earn extra income, we offer a flexible, supportive environment to grow a meaningful career. What We’re Looking For We’re seeking motivated individuals with an entrepreneurial mindset who are passionate about helping others. No prior financial experience is needed — we provide full training and support to get licensed and build your business. Key Traits: Self-driven and coachable Strong communication skills Enjoys educating and helping people Sales or customer service experience is a plus Bilingual (English/Spanish) is a bonus Must be willing to obtain a Life & Health Insurance License (we provide guidance) Responsibilities Educate clients on financial strategies and solutions Analyze client needs and goals Provide recommendations for insurance and retirement planning Build and maintain relationships Stay current on industry tools, products, and best practices Compensation This is a 100% commission-based position with uncapped earning potential. Average Full-Time Agent Annual Earnings: Entry Level (0–3 years): $65,000 Mid Level (4–7 years): $284,000 Senior Level (8–10 years): $500,000+ What We Offer Full training and licensing support Remote work (set your own hours) Proven business system & mentorship Part-time or full-time flexibility Opportunities for leadership and growth Next Steps Submit your resume to apply. Qualified candidates will be invited to a brief phone call and a follow-up Zoom interview to learn more about our company, training, and compensation. If you're looking for a career change, side income, or a chance to build something of your own while helping others — we'd love to connect. Job Types: Full-time, Part-time Benefits: Flexible schedule Application Question(s): Are you at least 18 years of age? Are you willing to perform a state background check to acquire a finance license? Work Location: Remote

Jenny & Francois is an established 26 year old wine importing/distribution company in Tribeca. We are looking for a skilled and organized person for an Accounting position, with other added responsibilities which are industry-specific and will require additional in-house training. Attention to detail, an openness to wearing a few “hats” and taking on responsibilities outside of the accounting role are a must. Responsibilities will include: –Support day-to-day accounting operations including processing invoices, tracking payments, and reconciling accounts. Ensure timely and accurate payments to vendors. –Support bookkeeper with AR collections and customer communication –Submit and manage TTB applications for Certificates of Label Approval/Exemption (COLAs) –Assist in implementing and reinforcing internal controls, accounting policies, and workflow improvements. Qualifications and Experience –Detail oriented with a proven track record of professional progression –Bachelor's degree in Accounting, Finance, or a related field. –2-3 years of accounting experience, preferably in a CPG, retail or hospitality environment or public accounting. –CPA certification or progress towards certification preferred. –Strong understanding of accounting principles and financial reporting. –Experience with Quickbooks or an ERP. –Proficiency in Google sheets and Excel with ability to use Filters, Vlookup, Pivot Tables A successful candidate will be detail-oriented, agile and a professional individual who is a self-starter, able to work independently, but also prides themselves on contributing within a team. The position is full-time with a competitive salary and benefits including paid days-off, healthcare and a profit-sharing plan. AND, opportunities to try our wines, if you are interested. Jenny and Francois Selections is committed to creating a diverse environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Please send resume and cover letter by email (NO CALLS). No headhunters or staffing agencies. We will only respond if qualifications outlined above are met. No application will be considered without a cover letter tailored to this job and addressed to me. Job category: Finance and Accounting

Job Title: Payroll Assistant Location: New York, NY (Onsite) Position Overview: We are seeking a detail-oriented and dependable Payroll Assistant to join our team. This role will support the payroll processing function for both hourly and salaried employees, assist with wage garnishments, and ensure benefits deductions are processed accurately. The ideal candidate will be proactive, organized, and capable of maintaining data accuracy in a fast-paced environment. Key Responsibilities: • Process payroll for both hourly and salaried employees in a timely and accurate manner, • Enter and manage wage garnishments, • Review and process payroll transfer reports, • Verify and maintain accurate benefit deduction records, • Conduct regular audits to ensure payroll data integrity, • Support leadership with accounting-related tasks and special projects Qualifications: • Minimum of 2 year of payroll experience, • High School Diploma or GED required; Bachelor’s Degree preferred, • Proficiency in Microsoft Office (especially Excel, Word, Outlook), • Experience with QuickBooks and payroll platforms (e.g., PayChoice or Payroll Associates) preferred, • Strong attention to detail and ability to handle confidential information Pride Health offers eligible employees comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance, and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance, and employee discounts with preferred vendors

Physician Affiliate Group of New York (PAGNY), a tax-exempt organization affiliated with NYC Health + Hospitals, is adding a Senior Payroll Specialist to the Payroll Department. PAGNY is one of the largest physician groups in New York State and directly employs nearly 4,000 physicians and allied health professionals who serve seven of New York City’s public hospitals, numerous public health community-based practices, and the city’s Correctional Health Service. The Mission of NYC Health + Hospitals is to extend equally to all New Yorkers, regardless of the ability to pay, comprehensive health services of the highest quality in an atmosphere of humane care, dignity, and respect. Their Values are built on a foundation of social and racial equity and has established the ICARE standards for all staff. NYC Health + Hospitals is the nation’s largest municipal health care delivery system in the United States. Dedicated to providing the highest quality health care services to all New Yorkers with compassion, dignity and respect, and regardless of immigration status or ability to pay. Opportunity Details: • Organize, audit, and transmit bi-weekly payroll., • Review timecard and answer employees’ inquiries., • Process employee reimbursements, as needed., • Process union dues/union pension reports., • Ensure payroll laws, compliance, confidentiality, and union requirements are adhered to., • Maintain an accurate and timely schedule for reporting and processing of payroll data., • Assist with any new setup for Paycom., • Assist in training and compliance of the staff in the Payroll Department., • Support and interact with Operations and HR at the affiliates., • Develop reports requested by the affiliates., • Review cross-departmental impacts and reconcile data sharing. Qualifications: • Bachelor's degree preferred., • Minimum 2 years' experience in various payroll operations (timecard review, pay code audit, PTO accrual settings, retroactive pay calculations for salary increases, etc.)., • Advanced knowledge of Paycom and its associated modules, highly preferred., • Proficiency with Microsoft Excel spreadsheets (V lookups and Pivot Tables)., • Knowledge of Payroll laws, plus confidentiality and compliance requirements., • Excellent communication skills. Benefits include: • 401(k) Company Contribution (subject to IRS contribution limits):, • Employees are immediately vested in a 3% company contribution of base earnings. No employee match is required., • After one year of service, employees receive an additional 7% company contribution of base earnings. No employee match is required., • Generous Annual Paid Time Off (PTO): Vacation and Holiday., • Medical, Prescription, and Dental Coverage: Top-tier plans with employee contributions significantly below market rates., • Life Insurance and Accidental Death and Dismemberment (AD&D) Coverage: Equal to 3x your salary (up to a maximum of $250,000) provided at no cost to you., • Additional employee-paid Voluntary Life and AD&D coverage is available for you and your family., • Healthcare and Dependent Care Flexible Spending Accounts (FSAs)., • Pre-tax employee-paid contributions for commuting expenses., • Annual Salary = $90,000* Physician Affiliate Group of New York, P.C. (PAGNY) mission is to provide accountable, responsive, quality care with the highest degree of sensitivity to the needs of the diverse population that lives in our New York Community. PAGNY is one of the largest physician groups in the country and directly employs nearly 4,000 physicians and allied health professionals who provide services to NYC Health + Hospitals, the largest municipal health care system in the nation, serving more than a million New Yorkers annually. Our providers are highly skilled professionals with outstanding credentials who deliver the highest level of quality healthcare to patients throughout New York City. Physician Affiliate Group of New York, P.C. (PAGNY) is an equal opportunity employer committed to equitable hiring practices and a supportive workplace. All candidates are considered based on their individual qualifications, potential, and experience. To learn more about our culture and ongoing workplace practices, please visit our Workplace Culture | PAGNY page. *Salary Disclosure Information: The salary listed for this position complies with New York City's Salary Transparency Law for Job Advertisements. The salary applies specifically to the position being advertised and does not include benefits. Actual total compensation may vary based on factors such as experience, skills, qualifications, historical performance, and other relevant criteria.

Senior Underwriter – Property (Small Business and middle market Lines) – Global P&C Insurance Carrier (New York, NY and Atlanta, GA) About the Opportunity: James Search Group is partnering with a leading global property & casualty (P&C) insurance carrier to identify a Senior Property Underwriter focused on Small Business Lines. This hybrid role, based in either Manhattan, New York or Buckhead, Atlanta, offers the chance to underwrite diverse small commercial property accounts, build strong broker relationships, and contribute to the continued expansion of a high-performing portfolio. This is an excellent opportunity for an experienced underwriter to join a financially strong and innovative organization that emphasizes collaboration, underwriting discipline, and client-focused solutions. Compensation: Base salary range: $120,000 – $170,000 (commensurate with experience), plus annual bonus potential and a comprehensive benefits package including medical, dental, vision, PTO, and 401(k) with match. Key Responsibilities: • Underwrite and price new and renewal small business property accounts in line with company risk appetite and profitability goals., • Conduct detailed exposure and risk analyses to ensure sound underwriting decisions., • Manage and grow a profitable property portfolio while maintaining underwriting discipline and adherence to authority levels., • Build and maintain strong relationships with brokers, agents, and regional partners to drive submission flow and market growth., • Collaborate with internal teams—including claims, risk control, and actuarial—to deliver comprehensive insurance solutions., • Stay informed on industry trends, competitive positioning, and local market dynamics. Qualifications: • 5+ years of property underwriting experience, ideally within small business or middle-market segments., • Strong technical knowledge of property coverage forms, risk assessment, and pricing methodologies., • Demonstrated ability to manage broker relationships and achieve profitable underwriting results., • Excellent analytical, negotiation, and communication skills., • Bachelor’s degree in Risk Management, Insurance, Business, or a related field preferred. Why This Role? This position offers the opportunity to join a top-tier global insurer and take ownership of a small business property portfolio within a supportive, growth-oriented environment. You’ll work closely with leadership, have direct market visibility, and play a key role in shaping the success of a growing, strategically important segment. To learn more or apply confidentially, please contact James Search Group today.

Position Summary The Collections Specialist is responsible for managing accounts receivable within a fast-paced, goal-driven collections environment. This role involves conducting collection calls and written correspondence, resolving account discrepancies, processing adjustments, and delivering excellent customer service related to billing and payment issues. The specialist manages an assigned portfolio of accounts and is accountable for collecting outstanding receivables from clients and customers in a timely and professional manner. Representative Responsibilities The responsibilities listed below are general in nature and may vary depending on business needs. • Monitor customer accounts daily to identify outstanding receivables., • Initiate appropriate collection activities to ensure timely payment., • Collaborate with the Cash Application Specialist to apply customer remittances and research payment discrepancies., • Partner with Sales and senior management, when necessary, to expedite the resolution of delinquent accounts., • Communicate and follow up effectively with the Sales department regarding customer account status., • Process credit card and e-check payments, including issuing refunds as needed., • Investigate and resolve billing issues, discrepancies, and short payments., • Contact clients to discuss overdue balances and negotiate payment solutions., • Maintain accountability for reducing delinquency within an assigned portfolio., • Prepare and present reports detailing collection activities and progress. Required: • Proven experience as a Collections Specialist or in a similar accounts receivable role., • Strong knowledge of collection practices and techniques., • Excellent communication and interpersonal skills., • Strong problem-solving and critical-thinking abilities., • Ability to prioritize tasks and manage multiple responsibilities effectively., • 3–5 years of high-volume collections experience. The following tools and systems are commonly used in this role (actual systems may vary): • Standard office equipment including computer, phone, fax, calculator, and copier., • Microsoft Office Suite (Word, Excel)., • Company information systems such as CMS/RMS, InfoPro, and Soft-Pak.

Job DescriptionWhy Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! About this role: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. Learn more about the career areas and business divisions at wellsfargojobs.com . Upon required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will transition to the Senior Branch Premier Banker (SAFE) role. The following job profile is intended to provide a general sense of what Senior Branch Premier Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of clients serviced, banking services and options of various clients, and client needs. In this role you will: • Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Senior Branch Premier Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role and perform the following duties:, • Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments, • Review and analyze moderately complex customer concerns for possible resolution though discretionary application of applicable resolution protocols, • Escalate banking related issues or business risks that require an in-depth evaluation, • Advise customers on various aspects of recommended and available financial options and services, • Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services, • Identify client needs and goals for business, mortgage, retirement, and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and goals, consistent with clients' overall financial circumstances and goals, • Understand and manage risks in the business by adhering to policies, procedures and controls and ensuring compliance with applicable laws, rules, and regulations, • Collect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying Wells Fargo's banking options and services that will best meet customers' financial needs and goals, • Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financially, • Exercise independent judgement and discretion in managing client relationships through regular meetings to review financial condition and goals, provide advice regarding banking services and options to meet changing circumstances, • Be an active member of the branch team, including providing guidance to other branch employees on developing relationships and managing moderately complex to complex client needs, • This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations belowRequired Qualifications:, • 4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education, • 3+ years of experience building and maintaining effective relationships with customers and partners, • 3+ years of experience recommending products and servicesDesired Qualifications:, • Financial services industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking, • Experience recommending financial services products and services, • Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for immediate registration, • State Insurance license(s), • 3+ years of experience in a licensed financial services position, • Customer service focus with experience handling complex transactions across multiple systems, • Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues, • Excellent verbal, written, and interpersonal communication skills, • Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business, • Knowledge and understanding of Branch Banking compliance controls, risk management, and loss prevention, • Ability to follow policies, procedures, and regulations, • Ability to educate and connect customers to technology and share the value of self-service digital banking options, • Experience using strong business acumen to provide financial services consultation to small business customers, • Knowledge and understanding of financial services consumer lending products, • Ability to interact with integrity and professionalism with customers and employees, • High motivation with ability to successfully meet team objectives while maintaining individual performance, • Experience mentoring and peer-coaching othersJob Expectations:, • Ability to work a schedule that may include most Saturdays, • Adherence to Wells Fargo sales practices risk management culture, • Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required, • For the following states where hired, FINRA Series 65 (or equivalent) will also be required to be completed within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment, • State Insurance license(s) are required for this role and must be completed within a specified period, • Licensing requirements and expected completion timeline determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance, • Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards., • A current credit report will be used to assess your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary, • This position is not eligible for Visa sponsorshipPay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities. $37.00 - $65.50 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. • Health benefits, • 401(k) Plan, • Paid time off, • Disability benefits, • Life insurance, critical illness insurance, and accident insurance, • Parental leave, • Critical caregiving leave, • Discounts and savings, • Commuter benefits, • Tuition reimbursement, • Scholarships for dependent children, • Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Overview AmTrust Financial is seeking an FP&A Intern to join our Finance team this summer. In this role you will assist in the analysis of expenses, collaborate across various departments, and contribute to financial modeling and reporting. Responsibilities, may include: • Assist in the preparation of monthly, quarterly and annual expense reporting., • Collaborate across IT/Operations, business units and other corporate functions to gather relevant data and insights., • Support development of financial models to forecast and analyze expenses, including KPI tracking and benchmarking., • Conduct variance analysis and provide explanations for budget-to-actual differences., • Contribute to the budgeting and forecasting process., • Perform market research or data mining to support benchmarking efforts., • Prepare ad hoc financial reports/analyses for management., • Complete a summer FP&A intern project., • Performs other functionally related duties as assigned. Desired Qualities: • Rising Senior (graduating December 2026 or May 2027) actively pursuing bachelor’s degree in related field, • Bachelor’s degree in finance, accounting or a related field., • Proficiency in Microsoft Office tools, particularly Excel and PowerPoint, • Familiarity with PowerBI or other business intelligence tools, • Excellent written, verbal, and interpersonal communication skills., • Strong organizational, analytical, and interpretive skills; attention to detail., • Ability to effectively multi-task and work in a fast-paced, team-oriented environment., • Due to the nature of this role, modest travel, including overnight travel, is required. The expected compensation for this role is $25/hour Please note that the salary information shown above is a general guideline only. Salaries are based upon a wide range of factors considered in making the compensation decision, including, but not limited to, candidate skills, experience, education and training, the scope and responsibilities of the role, as well as market and business considerations.

Senior Associate, CRE Underwriting (Structured/Bridge Multifamily transactions) - NYC This role will sit 5 days in NYC (eventually possibly pulling back to 4 days in NYC over time) Qualifications: • Bachelor's degree required, • Ideally seeking 5+ years of working knowledge of commercial real estate debt transactions/multifamily underwriting, • Extensive prior underwriting experience pertaining to large/big-ticket/complex transitional multifamily transactions will be key (bridge, structured, mezzanine, preferred equity, etc)., • Excellent work ethic, attention to detail, and organizational skills; ability to handle multiple transactions and multi-task in a fast-paced environment, • Strong analytical and quantitative skills. Expertise in financial modeling and risk analysis, • Effective communication skills needed to succinctly present deal dynamics, • Ability to successfully handle interactions with a variety of people in differing roles (deal sponsors, origination staff, top-level executives, existing and potential investors, etc.) Responsibilities: • Develop and structure financing proposals for presentation internally to the Fund’s Credit committee, and externally to potential debt and equity partners, • Work alongside portfolio managers and other team members collaborating CRE debt transactional process, • Collect and analyze transaction due diligence and assist in the underwriting of pipeline transactions, identifying and communicating deal strengths and risks/mitigants, • Produce short and long-form Investment Memoranda and financial models for active presentations at Investment Committee meetings, • Support the Fund’s existing investment asset management functions by analyzing performance, credit and market conditions across the seasoned loan portfolio, • Collaborate with origination, underwriting, and senior management (CEO, CFO, COO) internally, • Interact and communicate with borrowers to address sensitive and non-routine matters in addition to risk related items, • Assist in business development and fund marketing, with significant external exposure to existing investors, prospective equity partners and clients, • Review, mentor, and guide the supporting analysts

Account Manager / Bookkeeper – Touring Artist Financial Management Company Overview We are a specialized business management firm dedicated to handling the financial needs of musicians, bands, and touring artists. Our fast-paced environment requires precision, adaptability, and a deep understanding of the entertainment industry. If you have experience managing finances for touring artists and want to work with a growing, collaborative team, we’d love to hear from you. Position Overview We’re seeking an experienced Account Manager / Bookkeeper with at least 3 years of experience handling financials for touring artists and musicians. The ideal candidate has worked in business management firms, tour accounting, and understands the complexities of managing finances in a high-volume, fast-moving industry. This is an opportunity to step into a client-facing role, working directly with artists, managers, and teams to ensure financial accuracy, handle tour reconciliations, and provide high-level financial support. Candidates must have strong QuickBooks Desktop experience and be comfortable handling multiple clients. Please note this position is full time in office only without any remote or hybrid option. Key Responsibilities • Full-charge bookkeeping for multiple touring and entertainment clients., • Bank and credit card reconciliations, tour settlements, and cash flow tracking., • Accounts payable and receivable, invoice processing, and vendor payments., • Preparing financial reports, including P&L statements, balance sheets, and tour financial summaries., • Tracking and managing artist commissions, royalties, and tour expenses., • Communicating directly with clients and their teams to provide financial updates, answer inquiries, and ensure smooth operations., • Ensuring month-end closes, tax preparation, and compliance deadlines are met., • Assisting with budgeting, forecasting, and financial planning for touring clients., • Supporting new client on-boarding and financial system setups. What We’re Looking For • Minimum 3 years of experience in account management and bookkeeping for touring artists and musicians., • Experience in a business management firm, tour accounting firm, or high-volume bookkeeping environment is preferred., • QuickBooks Desktop expertise is required., • Strong Excel skills, including experience with reconciliations and financial tracking., • High attention to detail—you catch errors before they become problems., • Strong communication skills—comfortable handling client relationships and discussing financial matters., • Ability to manage multiple clients and deadlines without feeling overwhelmed., • Familiarity with commission structures, royalties, and entertainment industry financial practices is a major plus. Why Join Us? • Work directly with high-profile musicians and entertainment clients., • Be part of a tight-knit team where your contributions make a real impact., • Opportunity to grow in a specialized entertainment finance role., • Fast-paced and engaging work environment—no two days are the same., • Competitive salary based on experience. How to Apply If you meet the experience requirements and are excited about working in touring artist financial management, we’d love to hear from you. Apply by sending your resume and a short cover letter explaining your experience with touring artists and musicians. Please do not call the office.

Senior Construction Underwriter Property & Casualty Insurance Industry Hybrid - NYC An outstanding chance awaits a skilled general liability underwriter to become part of an expanding team! This role entails examining and evaluating submissions related to general liability in the construction sector, including wrap-up policies, project-specific coverage, and contractor programs. The underwriter will assess the quality of risks, examine loss history, evaluate financial stability, and ensure compliance with underwriting criteria. They will establish suitable coverage terms, conditions, and pricing based on the characteristics of the risks and current market conditions. The responsibilities also include managing a portfolio to meet profitability and growth objectives. Performance indicators, loss ratios, and adherence to underwriting standards will be closely monitored. The underwriter must recognize and tackle negative trends, implementing corrective measures as needed. Moreover, they will act as a technical resource for junior underwriters and assistants, offering training and insight into best practices and the nuances of construction-related risks. Ensuring that all underwriting decisions align with company policies, regulatory standards, and risk appetite is critical. Candidates should possess a Bachelor's degree in Business, Finance, Risk Management, or a similar discipline. A minimum of seven years of underwriting experience is essential, with at least three years dedicated to construction general liability risks. A solid history of managing complex accounts and large-scale projects is required, along with strong negotiation and analytical skills. A thorough understanding of construction operations, the transfer of contractual risks, and insurance needs is necessary. Candidates should also be proficient in rating tools, underwriting platforms, and the Microsoft Office Suite. Certifications such as CPCU, AU, or RPLU are preferred.

Introduction Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement. Headquartered in California, East West Bank (Nasdaq: EWBC) is a top performing commercial bank with an exclusive focus on the U.S. and Greater China markets. With a strong foundation, and enterprising spirit and a commitment to absolute integrity, East West Bank gives people the confidence to reach further. Overview The Project Finance Portfolio Manager will be responsible for assisting the Project Finance Portfolio Management team in underwriting, credit monitoring and portfolio management of a portfolio of clients where the repayment of the loan is based on cash flows generated by the related project (power/energy/renewables/solar). Responsibilities: • Lead the underwriting of proposed and existing transactions and manage transactions according to the Bank’s established guidelines and policies., • Evaluate numerous transaction types across a broad array of power markets and energy sectors, conducting analysis of the borrowers, counterparties, and developing cash flow models., • Develop and manage financial models analyzing the economics and risks associated with project financing structures., • Provide assistance with Depository Agency services, such as preparing wire transfers and fielding internal and external depository inquiries., • Provide ongoing monitoring of credit/covenant compliance., • Manage the renewal process by working with the Relationship Managers, the client and the credit department for a variety of tasks such as credit line increases, amendments, and waivers of tripped covenants., • Ensure compliance with EWB regulatory and credit requirements., • Ensure the portfolio administration and risk management of each client relationship follows established EWB credit policy, procedures, and business strategy as well as commercial and regulatory guidelines., • Review legal documentation for accuracy, and compliance with Credit approval requirements., • Perform other administrative duties required for the maintenance of a portfolio of clients to be determined by the Portfolio Manager Team Lead., • Develop and maintain knowledge of market conditions. Qualifications: • Strong understanding of project finance (power/energy/renewables/solar)., • Ability to understand and advise on complex financial proposals., • Excellent verbal and written communication skills., • Excellent interpersonal and customer service skills., • Excellent organizational skills and attention to detail., • Strong analytical and problem-solving skills and Excel skills. Education and Experience: • Bachelor’s degree in Accounting, Finance, or Economics required; MBA preferred., • 5-10 years of experience in project finance. Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time. Compensation The base pay range for this position is USD $150,000.00/Yr. - USD $225,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.

The Marwood Group is a healthcare advisory services firm headquartered in New York City with offices in Washington, DC, and London. The Healthcare Advisory Group advises and consults with the firm’s private equity and corporate clients on healthcare policy, strategy, and market analysis issues. Areas of focus include Medicare, Medicaid, commercial insurance, worker’s compensation, and clinical compliance. Marwood operates at the intersection of Wall Street and Washington, with experienced professionals from top banking, consulting, and healthcare operations firms, as well as senior political and governmental positions. The Advisory Group is currently accepting applications for a Certified Coding Auditor to work in its New York office or remotely. Principal duties and responsibilities: Perform remote billing and coding audits to ensure client coding practices are compliant with regulations and coverage policies for both government and commercial payers. Researching state and payer regulations to identify areas of risk in a variety of healthcare settings and specialties, coordinating with various team members to ensure clear expectations are communicated and deadlines are met. Qualifications: CPC/CCS-P with a minimum of 5 years of experience in healthcare coding/auditing (E&M, CPT, HCPCS and ICD-10), with knowledge of professional billing, coding, and documentation practices performed by physicians and other qualified healthcare providers in inpatient and outpatient settings. Proficiency in evaluating how well clinical documentation supports medical necessity and the E/M, CPT, and HCPCS codes that were billed, across a wide range of services. The focus will be in the behavioral health sector, including mental health (psychiatry/therapy), substance use disorder (IOP, PHP, detox and residential treatment), I/DD, opioid treatment programs, and ABA therapy. Inpatient psych experience preferred. Proven ability to identify billing and coding issues including use of modifiers, bundling issues, CCI edits, therapeutic and diagnostic procedures, supplies, materials, injections, drugs, and units of service etc. Solid understanding of both federal and state coding and documentation laws and regulations, applicable fraud statutes and regulations, and of federal guidelines on recoupments and other anti-FWA activity. Identify and access risk of repayment or recoupment in the event of payor scrutiny. Familiarity with both UB-04 and CMS 1500 claims data, as well as understanding of payor remittances. Knowledge of anatomy, physiology, and medical terminology necessary to appropriately review assignment and documentation of diagnosis codes. Solid working knowledge of various EHR/EMR systems; experience accessing these remotely. Strong organizational skills and task management Highly organized with a high level of attention to detail Ability to work in a fast paced and rapidly changing environment. Skilled at multi-tasking with the ability to manage several different priorities simultaneously. Strong communication skills with experience in articulating audit findings and interpretation of coding regulations Experience with HIPAA, data privacy, and/or data security processes. Experience working with regulators governing (public or private) health insurance carriers. A minimum of AAPC or AHIMA certification required, that could include: · Certified Professional Coder (CPC) · Certified Outpatient Coder (COC™) · Certified Professional Medical Auditor (CPMA) · Certified Risk Adjustment Coder (CRC™) · Certified Coding Specialist (CCS) · Certified Coding Specialist – Physician based (CCS-P) For consideration, please email resume and cover letter as attachments with salary expectations to with the subject title “Certified Coding Auditor - Behavioral Health.” Marwood offers a comprehensive compensation package with full benefits. We offer a competitive wage, a collaborative work environment and an opportunity to participate in a full benefit package, including, Medical, Dental, Vision, Life, AD&D, Voluntary Life and LTD, Spouse and Dependent Life, 401k Retirement plan with a company match, Commuter, FSA/DCFSA. We offer paid days off, and paid holidays. Marwood prides itself on providing employees with a good work-life balance. There is no travel expected with this position. The position is based in our New York location. Currently working a hybrid schedule. Remote option will be considered. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.

Anchored in the Birley family tradition of elegance and personalized service, the group now includes Oswald’s, a destination for wine lovers and fine dining; Birley Sandwiches, with 9 London stores; and Birley Bakery, which recently expanded internationally with a flagship New York location.

Fund Controller, Real Estate Funds At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We’re seeking a future team member for the role of Controller to join our alternative operations team. This role is located in New York or Lake Mary Florida (4days in the office per week). In this role, you’ll make an impact in the following ways: • Direct multiple Fund Accounting teams responsible for conducting accounting services on behalf of a broad array of assigned clients including determining net asset values, calculating fund performance, allocating expenses, and preparing reports., • Manage financial and human resources for the unit, ensuring assigned teams operate effectively to meet unit goals and objectives., • Oversee processes and resource allocation in determining the net asset value (NAV) for assigned funds in multiple sectors for each measurement cycle., • Manage relationships with a broad set of clients, resolving unique escalated issues related to fund calculations and accounting., • Direct and prioritize processes that verify completeness and accuracy of disclosure in financial statements., • Provide guidance to teams to ensure accounting records comply with departmental policies and procedures, resolving complex escalated issues., • Evaluate GAAP and/or IFRS rules to determine the impact of new regulations on BNY Mellon fund accounting practices and develop strategies for implementation., • Implement and assist in setting guidelines, policies, and priorities for drafting financial reports for clients to review fund performance, communicating complex accounting intricacies., • Recruit, direct, motivate, and develop staff to maximize individual contributions, professional growth, and effective teamwork., • Oversee relationships with auditors and clients to update financial reports ensuring accurate depiction of fund performance., • • Bachelor’s degree in accounting or the equivalent combination of education and experience • Minimum 10 years of of commercial real estate fund accounting and financial statement preparation/review leadership experience, • Knowledge of GAAP, Investment Company, IFRS, and SEC rules applicable to commercial real estate investment funds, • Ability to effectively lead collaborative teams, where team members may be located in different cities or countries, • Working knowledge of joint venture waterfalls and partnership structures, including investor allocation, • REIT experience, • Yardi/Investran/WDesk experience preferred At BNY, our culture speaks for itself, check out the latest BNY news at: Here’s a few of our recent awards: • America’s Most Innovative Companies, Fortune, 2025, • World’s Most Admired Companies, Fortune 2025, • “Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $68,000 and $179,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.

Client Support Specialist – WealthTech / RIA Focus My client was founded in 2017 to help financial advisors better secure their clients' financial futures. They focus on independent Registered Investment Advisers (RIAs), delivering financial products that advisors can’t easily access today through beautiful, scalable, and easy-to-use technology. Today, they work with over 900 RIAs that collectively represent more than $1.6T in assets under management across two industry-leading products We are looking for a strong client support representative with their Series 7 license to handle client accounts and cash movements. This role involves providing white-glove customer service, answering questions from end clients, and relaying feedback to product and engineering teams. My client operates on a hybrid work model, with employees coming to the office on Tuesdays, Wednesdays, and Thursdays. They provide lunch on in-office days and encourage team meetings and collaboration.

WALL STREET OPPORTUNITIES - IMMEDIATE Financial Services/Brokerage/Investment Banking Job description Numerous job opportunities located in the New York City area including Westchester County and Stamford, CT including, but not limited to: • Back Office Operations, • Middle Office, • Regulatory, • Client Service Specialist- Series 7, • Fixed Income Operations, • Trade Support, • Administration, • Accounting, • Tax Operations - All levels, • Research Assistant, • Assistant Analyst, • Project Managers, • Business Analyst, • Data Analyst, • Entry Level/Recent College Grad, • Compliance/KYC-AML/Onboarding

THE CLIENT Our team is partnering with a well‑established, globally active firm with a collaborative and highly professional culture. With a strong presence in their U.S. headquarters and additional international offices, the organization is known for its supportive environment, excellent training, and strong cross‑department relationships. Their Legal & Compliance function is highly respected and plays a critical role in maintaining the firm’s global standards. THE ROLE The firm is seeking a highly organized and proactive Compliance Coordinator to support their Legal & Compliance team. This role sits at the center of daily operations helping manage calendars, track deadlines, process documentation, support compliance systems, and liaise with employees across the firm. You’ll work closely with attorneys, compliance officers, HR, Technology, and colleagues across multiple offices. This is an excellent opportunity for someone early in their career who is curious about compliance and eager to grow. You’ll gain hands‑on exposure to regulatory filings, audit processes, Code of Ethics administration, onboarding, and corporate governance, with opportunities to take on more substantive responsibilities over time. Responsibilities will include but are not limited to: • Calendar and scheduling support for multiple team members, • Tracking regulatory deadlines and maintaining compliance calendars, • Sending weekly task reminders and follow‑ups, • Processing KYC/AML letters and maintaining global entity information, • Preparing materials for Surveillance Meetings and updating compliance matrices, • Tracking trade errors and filing Investor Relations materials, • Supporting employees with the compliance management system, • Handling firm‑wide compliance certifications and monitoring responses, • Managing personal trading system onboarding/offboarding and monthly reporting, • Coordinating new hire compliance orientation and related surveillance processes, • Supporting cross‑department projects, vendor communication, and audit documentation requests, • Assisting with annual compliance review, global training logistics, and manual/protocol updates, • Communicating with employees across the firm on time‑sensitive compliance matters THE CANDIDATE The team is seeking someone who is extremely organized, detail‑oriented, and proactive someone who naturally stays ahead of deadlines, communicates clearly, and takes full ownership of follow‑through. This role requires polished communication, discretion, and confidence working with senior leadership. Desired qualifications include: • Bachelor’s degree required, • 1–2 years of administrative, coordination, or compliance support experience, • Strong communication skills, both written and verbal, • Ability to handle confidential information with integrity, • Strong prioritization and time‑management skills, • Ability to manage up and proactively track outstanding items, • Tech‑savvy; proficiency with Microsoft Office and SharePoint, • Comfortable with AI tools and willingness to incorporate them into workflows, • Preferred: experience in financial services or a regulated industry; interest in long‑term compliance growth COMP / BENEFITS • Competitive compensation, commensurate with experience, • 4 days in office / 1 day remote, flexibility required, • Excellent benefits including discretionary bonus, healthcare coverage, 401(k) match, generous PTO, and additional firm perks Joss Search is proud to be an Equal Opportunity Employer, committed to fostering an inclusive and diverse workplace. We celebrate individuality and strive to create an environment where everyone feels valued and empowered.

Analyst / Senior Analyst, Healthcare Advisory Retained Services The Marwood Group is a leading healthcare advisory services firm headquartered in New York City with offices in Washington, DC, and London. The Retained Services team advises and consults with the firm’s ongoing client relationships, including lenders, credit agencies, private equity firms, and corporate clients on healthcare policy, reimbursement, strategy, and market dynamics. Areas of focus include Medicare, Medicaid, commercial insurance, workers’ compensation, market, and clinical compliance. Marwood operates at the intersection of Wall Street and Washington, with experienced professionals from top banking, consulting, and healthcare operations firms, as well as senior political and governmental positions. The Retained Services team is currently seeking candidates for an Analyst / Senior Analyst position in its New York offices. This position offers unique opportunities for exposure to decision-making at all levels, as well as direct visibility to firm leadership and management in addition to the firm’s retained services clients. Principal duties and responsibilities: • Support Marwood’s team of consulting professionals in managing and delivering on a rapidly growing book of business of ongoing relationships with the firm’s retained services clients, which primarily consist of private credit and other lending institutions, • Assist on execution of inbound inquiries throughout the delivery timeline, assembling cohesive cross-functional products for clients, • Contribute to ongoing portfolio management, tracking developments in key healthcare sectors relevant to client priorities, • Research state-specific coverage, delivery, budget, reimbursement, and regulatory dynamics across healthcare sectors, • Conduct high-level analyses to provide insight into sector-specific market trends, • Accurately synthesize key information from client calls and meetings, • Manage tracking of ongoing team workflow to ensure deliverable timelines are met, • Assist on scheduling and administrative tasks to support team and clients Qualifications: • 0-2 years of professional work experience (health care experience preferred), • Bachelor’s Degree from a top tier university, • Demonstrated attention to detail and organizational skills, • Ability to prioritize and multi-task effectively, • Experience working in a team environment, as well as independently and autonomously, • Excellent oral and written communication skills, • Dedication to meeting fast-paced deadlines, • All applicants must have authorization to work in the U.S. For consideration, please email resume and cover letter as attachments with salary expectations to with the subject title “Retained Services - Analyst / Senior Analyst” Marwood offers a comprehensive compensation package with full benefits. We offer a competitive wage, a collaborative work environment and an opportunity to participate in a full benefit package, including, Medical, Dental, Vision, Life, AD&D, Voluntary Life and LTD, Spouse and Dependent Life, 401k Retirement plan with a company match, Commuter, FSA/DCFSA. We offer paid days off, and paid holidays. Marwood prides itself on providing employees with a good work-life balance. There is no travel expected with this position. The position is based in our New York location. Currently working a hybrid schedule. Analysts go on to attend top-tier graduate programs or are eligible for internal promotion. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.

THE CLIENT Our client is a New York-based investment firm specializing in private equity, private debt, and secondary investments across the United States and Canada. The firm offers a fast-paced, collaborative, and team-oriented environment where professionals are encouraged to take initiative, work independently, and contribute to a positive office culture. This is a fantastic opportunity to join a dynamic organization in a front-facing role that offers variety, visibility, and room to grow. THE ROLE The firm is seeking a polished and personable Receptionist and Office Assistant to manage front-of-house operations and ensure a seamless experience for guests, clients, and internal staff. This role is ideal for someone who thrives in a fast-paced setting, enjoys being the face of the firm, and brings prior experience working within a private equity firm or alternative investment environment. The Receptionist will play a key role in maintaining the firm’s professional image and supporting the smooth flow of investor meetings and daily office activity. Key responsibilities include: • Greeting and assisting guests, clients, and vendors with professionalism and warmth, • Managing a busy conference room calendar, including setup, breakdown, and quick turnovers between meetings, • Coordinating catering orders and maintaining kitchen and pantry supplies, • Ensuring meeting spaces are clean, well-stocked, and prepared for investor visits, • Maintaining a polished and organized front desk and reception area, • Supporting general office operations and administrative tasks, • Handling mail, deliveries, and courier services, • Partnering with internal teams to support events and office initiatives THE CANDIDATE The ideal candidate is well-presented, personable, and confident, with a natural ability to make others feel welcome. The firm requires a candidate with proven experience working in private equity or another alternative investment environment. Due to the firm’s fast pace and high volume of investor activity, this experience is essential to succeed in the role. Qualifications: • Required: Prior experience working in private equity or alternative investments, • Prior experience in a receptionist, office coordinator, or administrative support role within financial services, • Direct experience managing front desk operations, guest reception, and a polished client-facing environment, • Experience supporting investor meetings, board meetings, or high-volume meeting scheduling, • Strong organizational skills with excellent attention to detail and follow-through, • Ability to work independently and manage multiple responsibilities efficiently, • Professional communication skills and a warm, polished, personable demeanor, • High level of discretion, reliability, and experience handling confidential materials, • Proficiency in Microsoft Office Suite (Outlook, Word, Excel); familiarity with DealCloud, DocuSign, and FedEx systems is a plus, • Experience managing digital calendars and conference room scheduling systems, • Comfort working in a fast-paced, high-expectation culture with a collaborative, team-oriented mindset COMPENSATION & BENEFITS • Full-time, on-site role, • Core hours: 9:30am – 5:30pm, • Base salary: $95K–$115K, commensurate with experience, • Discretionary bonus, • Excellent benefits package Joss Search is proud to be an Equal Opportunity Employer, committed to fostering an inclusive and diverse workplace. We celebrate individuality and strive to create an environment where everyone feels valued and empowered.

We are looking for a seasoned Agile Scrum Master to drive execution across data initiatives in a fast-moving investment environment. This role requires prior experience in the buy-side, private equity, or investment banking, along with a solid understanding of financial instruments and how they support investment decision-making. The right person will be able to step in immediately, understand the lay of the land, and keep delivery moving across complex, data-driven projects. You will own Agile ceremonies, manage backlogs, and maintain delivery discipline with heavy, hands-on use of Jira. Deep familiarity with Jira is essential, as this role relies on clear tracking, dependency management, and transparent reporting. This position is best suited for someone with a data project background who has successfully delivered analytics, data platforms, or integration initiatives. You will work closely with engineering, data, and business stakeholders to remove blockers, manage priorities, and ensure consistent execution in a high-expectation environment. This contract will be 4x/week on site. They'll need someone who's fully authorized to work in the US without any sponsorship / visa (cannot support H1B).

Adobe Workfront System Administrator My name is Bill Stevens, and I have a new six month plus Adobe Workfront System Administrator opportunity available that could be of interest to you. Please review my specification below and I am available at any time to speak with you so please feel free to call me. The forty-hour work week schedule will be hybrid, three days a week in the office and two days remote. The choice of onsite work location will be with the candidate, and he / she can work in either of the firm’s office locations which are located in Midtown, Manhattan at Hudson Yards, Holmdel, New Jersey, Stamford, Connecticut or Pittsfield, Massachusetts. The ideal candidate should also possess a green card or be of citizenship. No Visa entanglements and no H1-B holding company submittals. This position pays $50.00 per hour on a w-2 hourly basis. Responsibilities: Technical Execution: Configure, maintain, and optimize Workfront workflows, custom forms, request queues, and automated routing. Translate business requirements into system logic, field structures, and workflow automation. Participate in technical discovery and provide input on end-to-end operations solutions across multiple systems. Support API-based integrations, field mappings, and system data flows where applicable. Platform System Administration: Provide support as Adobe Workfront system administrator, troubleshooting configuration issues, managing user roles/permissions, and performing environment QA. Support setup and configuration of additional Martech platforms: DAM structures (AEM), automation tools (Fusion), analytics tagging frameworks (Adobe Analytics), etc. Assist in requirements gathering, user acceptance testing (UAT), and documentation for emerging technologies and enhancements. Manage Workfront environments across sandbox, preview, and production, ensuring controlled deployment of configuration changes. Document system configuration, workflow logic, field definitions, and integration schemas for ongoing governance. Information Architecture Responsibilities: Define and maintain metadata standards, taxonomy structures, operational naming conventions, and structure data used across marketing systems. Partner with IT to enforce data governance through system rules, validations, and automated enforcement mechanisms. Help create and maintain documentation that supports governance, process clarity, and user education and trainings. Develop and maintain cross system data models, field mappings, and metadata schemas to ensure alignment between Workfront, AEM, Fusion, and analytics systems. Monitor data quality issues and propose taxonomic or structural improvements. Build and maintain Adobe Fusion scenarios in increasing productivity and efficiency for the larger team. Technical Enablement: Cross-functionally collaborate with platform admins to jointly implement system enhancements and integrations. Translate user feedback into system requirements and technical improvements. Create and deliver technical documentation, release notes, and training materials for system updates. Support structured change management processes for new workflows, releases, and feature rollouts. Workfront Configuration & Workflow Design: Design, implement, iterate, and improve on Workfront templates, workflow models, routing logic, and automated rules. Evaluate the impact of workflow changes on downstream systems, reporting, and metadata integrity. Establish version control standards for workflows, templates, reports, and automations. Design and maintain Fusion scenarios. Qualifications: Bachelor’s degree in marketing, business, finance, information systems, or a related field (or equivalent experience) Experience designing workflows, automations, and working with APIs, integrations, and structured data models Experience designing workflows, automations, and working with APIs, integrations, and structured data models. Strong background in taxonomy, metadata, controlled vocabularies, and data governance within the firms Martech platforms. Ability to translate business needs into system requirements, configurations, and technical documentation. Comfort with advanced reporting, dashboards, and managing multi-environment systems (sandbox, preview, production). Excellent analytical, organizational, and problem-solving skills, with the ability to navigate complex, cross functional teams. Strong written and verbal communication skills, including the ability to influence stakeholders and present to leadership. Prior experience working alongside or within marketing or communications teams developing creative assets including print, digital, social, and video. The interview process will include an initial phone or virtual interview screening. Please let me know your interest in this position, availability to interview and start for this position along with a copy of your recent resume or please feel free to call me at any time with any questions. Regards Bill Stevens Senior Technical Recruiter PRI Technology Denville, New Jersey 07834 P: 973-732-5454 x21 P: 973-354-2799

About: Karbone Inc. is an award-winning liquidity services provider for energy transition and environmental commodity markets. Since 2008, we have offered integrated and innovative revenue hedging, risk management, and market advisory solutions to a global suite of clients across energy markets. Our teams are proudly ranked first amongst their peers and are all dedicated toward our core mission of providing our clients and partners with the insight, execution, and liquidity solutions they need to succeed in the new energy transition. About the Position: Karbone is seeking a Power Portfolio Manager to help grow its Power business. This role is responsible for managing market exposure, optimizing portfolio performance, and supporting opportunistic, short and medium-term positions across North American power markets. The position plays a central role in the firm’s expansion into Power, helping translate market opportunities into actionable portfolio decisions while maintaining disciplined risk management. Key Responsibilities: • Manage and optimize a portfolio of physical and financial power positions across ISO/RTO markets, • Develop and execute portfolio strategies to maximize risk-adjusted returns., • Monitor market fundamentals, congestion, load, generation, and weather impacts., • Analyze and manage exposure across energy, capacity, ancillary services, and congestion products., • Partner closely with Power Origination to structure and price customer transactions., • Design and implement hedging strategies to manage market, credit, and operational risk., • Oversee position management, mark-to-market, and risk reporting., • Support development of new products, structured deals, and long-term offtake agreements., • Improve portfolio optimization tools, models, and processes. Qualifications: • 2+ years of experience in power trading or portfolio management in ERCOT, NYISO, ISO-NE, MISO, PJM, or CAISO, • Bachelor’s degree in Economics, Engineering, Mathematics, or related field; advanced degree a plus, • Deep knowledge of North American power markets and ISO/RTO structures., • Strong quantitative and analytical skills; proficiency in Excel required, Python a plus, • Strong understanding of power market fundamentals, congestion, capacity, and ancillary services The estimated base salary for this position is estimated to be $125,000 - $200,000. Total compensation includes comprehensive benefits and bonus eligibility.

Our client, a Software Development firm for Hedge Funds and Prop Traders, is looking for a Quantitative Developer to expand their cross-asset product, collaborating with other developers, as well as directly with clients to build frameworks. You'll benefit from: • Competitive compensation (incl. 401k, healthcare etc.), • Hybrid office working, • Connecting within a talented team of developers The successful candidate will need: • Extensive experience developing (production) code, • 3+ years Python experience, • Knowledge with one or more financial asset class (e.g FX, Equities)

THE CLIENT Our team is working with a global investment management firm with a strong reputation in the industry. The New York office sits within the Americas Client Group and is known for its collaborative, professional culture. The team values strong administrative support and fosters an environment where people feel supported, engaged, and set up for success. THE ROLE This firm is seeking a Team Assistant & Workplace Coordinator to support the North America Advisor Team while overseeing key aspects of office operations. This role is ideal for someone who enjoys multitasking across team support, logistics, and workplace management. Key duties include: • Scheduling internal and client meetings, including catering and logistics, • Coordinating domestic and international travel, • Preparing, printing, and shipping presentations and meeting materials, • Managing office security access and serving as liaison with Building Management, • Supporting workplace health & safety and compliance documentation, • Coordinating office vendors, mail distribution, IT audits, and starter/leaver processes, • Handling catering for meetings, events, and office gatherings THE CANDIDATE The ideal candidate is organized, proactive, and comfortable balancing both administrative support and office coordination responsibilities. They should be a strong communicator who thrives in a polished, fast‑moving environment. Key qualifications: • Experience in asset management or financial services, • 5+ years of administrative support experience, ideally with a sales or client team, • Strong travel coordination and calendar management abilities, • Excellent communication and relationship‑building skills, • High attention to detail and strong judgement, • Ability to take ownership and improve processes, • Fluency in Spanish (required) THE COMP/BENEFITS • Salary up to $120k, • Generous PTO, • Health, dental, and vision coverage, • 401(k) plan, • Strong development and internal growth opportunities Joss Search is proud to be an Equal Opportunity employer, passionately supporting and promoting equality, diversity and inclusion. We are committed to building an inclusive culture, respecting our individual differences and bringing our community together.

Our client, a leading, long standing real estate investment firm, is looking to add an Associate Director to support their International/Regulatory team. This role is central to supporting European fund platforms and overseas affiliates, offering exposure to corporate governance, cross-border product structuring and operations, and U.S. and non-U.S. regulatory initiatives. The position also touches on developing areas such as data privacy, ESG-related considerations, geopolitical regulatory impacts, and foreign licensing matters. Key Responsibilities Working closely with attorneys and business partners, the individual will manage a combination of team-based and independent responsibilities, including: • Coordinating the formation, launch, and ongoing recordkeeping of European investment vehicles, • Drafting and updating fund offering materials, including jurisdiction-specific supplements; overseeing version control and translation workflows, • Liaising with external counsel and service providers regarding foreign registrations and distribution arrangements, • Managing responses to investor due diligence questionnaires and AML-related inquiries, • Reviewing marketing and communications materials for compliance across multiple regulatory regimes, • Preparing board materials (electronic and hard copy) for quarterly meetings of European funds and international entities; assisting with logistics and minute-taking, • Completing routine international regulatory filings for the organization and its affiliated funds, • Reviewing and tracking contracts; maintaining centralized contract databases and documentation systems, • Supporting privacy compliance processes and maintaining related documentation, • Assisting with special projects from research phase through final deliverables, • Overseeing document management systems (electronic and physical), shared mailboxes, invoice processing, and calendar coordination Qualifications • Bachelor’s degree, • 5–7 years of professional experience, including at least two years within a law firm environment (corporate, finance, or regulatory focus preferred), • Exceptional attention to detail and intellectual curiosity, • Ability to manage competing priorities in a fast-paced, evolving environment, • Self-starter capable of independently handling routine matters while collaborating on complex initiatives, • Strong written, verbal, organizational, and interpersonal communication skills, • Demonstrated analytical thinking and project management abilities, • Experience working with global stakeholders and third-party service providers, • Proficiency in Microsoft Office and comfort learning new systems and databases, • Commitment to inclusive collaboration and respect for diverse perspectives Preferred: • Experience with investment funds, asset management, or financial services regulation (law firm or in-house), • Prior paralegal experience within an international or cross-border practice, • AmLaw100 or investment experience preferred

Top-Tier Investment Management Firm in Midtown, Manhattan is seeking a Paralegal for a permanent position! Responsibilities: • Review and draft routine legal/compliance documents, • Assist with preparing and filing various regulatory filings, • Assist with the process of opening sub-custody accounts, • Manage complex calendars for the General Counsel, • Assist with the launch of new mutual funds and private funds., • Prepare materials for meetings and presentations, • Facilitate the meeting of attorney's deadlines by keeping organized schedules and providing timely reminders, • Conduct legal research Qualifications: • Experience working in well-established law firms or in-house Investment Management. Large law firms are a plus., • Bachelor's degree is required, • 1-3 years working as a Paralegal/Legal Administrator within Investment Management, • Ability to manage high volumes of work under tight deadlines while maintaining strict attention to detail.

The Financial Analyst is responsible for supporting the strategic direction of all financial matters regarding analysis and communication of the Company’s financial results. The position will help support the development of the Company’s key messages regarding weekly/monthly financials,

We are seeking a professional corporate Paralegal with excellent communication skills who thrives in a collaborative and fast-paced environment. Prior experience with lease administration is required. Responsibilities: • Draft lease agreements including standard lease provisions, • Track workflow process and calendar deadlines, • Organize and file legal documents, • Coordinate lease signing process and provide updates on process, • Assist with other legal documents related to real estate transactions, • Assist in ad-hoc reports and special projects as needed Qualifications: • Highly proficient in Microsoft Office, • Prior commercial real estate experience required, at least 7 years, • Expert in multi-tasking, organizing, and prioritizing a must, • Strong written and verbal communication skills, • Detail oriented with ability to work independently and prioritize workload, • Demonstrates a high level of integrity and professionalism, • Energetic, responsive team player with the interest to take initiative and work in a fast-paced environment

Nearwater Capital, a rapidly growing and innovative specialty finance company headquartered in New York City with global operations and client base. Established in 2017, Nearwater has distinguished itself as a leader in delivering thoughtful, solutions-based financing to some of the largest financial institutions and financial services firms in the world. Nearwater is looking to add to its legal team by hiring an experienced finance lawyer to work directly with business groups on the execution and management of transactions. The ideal candidate will have worked at a major law firm and/or a global bank or investment management firm in a similar role and has strong experience in structured finance/securitization and capital markets/securities laws. Additional recognition will be given to candidates with global transactional and/or regulatory experience. This candidate will report directly to our Deputy General Counsel and work closely with the Investment and Origination teams in negotiating and closing new originations. Responsibilities • Work closely with one or more business groups negotiating financings based upon form documentation., • Be the front line “desk lawyer” charged with maintaining the documentation standards and transaction compliance for the Firm’s deals while negotiating terms with business groups and clients., • Work closely with Compliance, Credit and Risk partners, and outside counsel. Skills / Background The successful candidate will possess the following skills and background: • At least 5 years of transactional experience in financing transactions, structured finance, securitization, or loan/receivables finance with a top-rated law firm., • Experience negotiating a variety of financing structures (repo, stock loan, TRS, etc.)., • Understanding of rating agency structed financing requirements for rated-debt., • Hands on drafting and negotiating experience at all stages of transactions, from term sheet through funding., • Ability to think commercially and strategically in relation to legal and business issues and provide solutions., • Professional, positive attitude, team player, ability to work well under pressure with internal and external clients., • Good organizational skills., • Excellent communication skills (verbal, written and listening)., • First-rate judgment and ability to prioritize., • Ability to work in a fast-paced environment., • Law degree and appropriate qualification to practice as an in-house counsel in the State of New York. Benefits Nearwater offers an attractive market compensation and benefits package including, health, dental & vision benefits, life insurance, paid vacation and paid holidays. Our office is in mid-town, close and convenient for commuting. As a creative, intellectual capital firm, Nearwater is proud to be 100% work from office.

SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG’s shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges. In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization’s extensive global network. The Group’s operating companies in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd. The anticipated salary range for this role is between $178,000 and $235,000. The specific salary offered to an applicant will be based on their individual qualifications, experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible for an annual discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees. Overview SMBC is seeking an experienced attorney to provide primary legal coverage for the firm’s active and growing Investment Grade and High Yield Debt businesses. The Vice President and Counsel for Sumitomo Mitsui Banking Corporation will work within the Legal Department and report to the Head of Capital Markets & Advisory Legal. Primary responsibilities include: • Providing legal advice to internal stakeholders who originate and underwrite public and private debt capital markets securities issuances (investment grade debt, high yield debt);, • Reviewing, drafting, and negotiating transaction documentation on a wide variety of capital markets transactions including public offerings, 144A/Reg S transactions, private placements, commitment papers and liability management transactions,, • Working closely with the front office to support the real-time execution of capital markets transactions; and, • Identifying and advising on a broad range of legal and regulatory issues relating to capital markets. Other responsibilities include: • Preparing and maintaining form documentation for capital markets transactions including engagement letters, purchase agreements, etc.,, • Collaborating with other members of Americas Division Legal Department to ensure a consistent approach to institutional issues; and, • Collaboration with colleagues in other functions including compliance, transaction management, risk, planning and others to review policies, practices and consider new initiatives. Responsibilities • Provide day-to-day hands-on legal advice and support relating to the DCM and High Yield businesses and sit with the front office team on the desk;, • Review and advise on transaction documentation for live transactions including offering documents, purchase agreements, legal opinions, comfort letters, engagement letters, term sheets, and other transaction documents., • Identify U.S. and cross-border legal, regulatory, and market issues affecting the DCM and High Yield businesses, including compliance with SEC and FINRA rules., • Provide clear, concise, and accurate legal advice., • Work closely with outside counsel and manage the law firm relationships and legal costs., • Maintain and update form documents for the DCM and High Yield businesses., • Collaborate and coordinate with attorneys in Legal and other internal partners to ensure adherence to institutional standards and policies. Escalate material issues and developments to senior attorneys and members of management., • Provide additional legal support for Equity Capital Markets and M&A Advisory businesses from time-to-time., • Contribute to industry initiatives through SIFMA and other trade organizations. Qualifications • Admission to the New York bar (or clear qualification of eligibility for waiving in from another jurisdiction with which New York has reciprocity) and a member of good standing of such bar., • 3-5 years minimum experience in capital markets at a law firm and in-house legal department required. Prior experience working in-house in a financial services institution is strongly preferred., • Excellent legal and analytical skills and expertise in capital markets transactions., • Significant experience in DCM/Investment Grade securities is preferred., • Ability to work comfortably in a fast-paced, high-volume, demanding environment, and manage a significant workload with minimal supervision., • Proven skills in legal and regulatory risk management. Ability to see past the question and understand the bigger picture. Ability to balance competing demands and protect institutional interests. Ability to articulate complex concepts and ideas and apply them at a practical level to real-world situations., • Willingness to work a hybrid schedule (including 3 days in office), sitting alongside the business on the days in office., • Excellent communication skills, technical drafting skills, and issue-spotting skills. Ability to think creatively and propose solutions., • Cross-cultural sensitivity required. Must be a team player.

Our client is seeking an Investment Compliance Operations Associate to support their growing investment platform. This role helps ensure investment activity aligns with regulatory and client requirements while supporting operational processes across the organization. Responsibilities • Assist with daily compliance monitoring and issue resolution, • Support investment activity reviews and internal controls, • Maintain compliance documentation and tracking, • Partner with cross-functional teams on operational needs and process improvements Qualifications • 4–7 years of experience in compliance, operations, or financial services, • Exposure to investment or trading environments preferred, • Charles River Development experience

A leading foodservice organization is seeking a Senior Executive Chef for a financial institution in Manhattan, NY. This role offers the opportunity to lead the culinary strategy for a high-volume dining program, with a strong focus on culinary innovation. The company is a large financial institution, with an extensive, long-standing footprint across the New York market. Their sophisticated operating environment, commitment to internal leadership development, and vast portfolio make this an exceptional opportunity to join a stable, world-class leader! Compensation: $140,000 - $150,000 + bonus, comprehensive benefits package, and more! Senior Executive Chef Responsibilities: • Lead and mentor a diverse culinary and operational team, fostering a high-performance culture through empowerment, clear communication, and consistent recognition of achievements., • Drive culinary excellence by maintaining precise execution of on-trend techniques while cultivating unique local partnerships to ensure a premium guest experience., • Manage client relationships as a primary liaison, aggregating site needs and maintaining rapport to ensure mutually beneficial business outcomes and operational alignment., • Oversee financial performance by forecasting budgets, optimizing resource utilization, and driving margin improvements across food, safety, and labor categories., • Enforce rigorous compliance with all health, safety (Aramark SAFE), and labor regulations to guarantee a secure and standard-aligned environment. Senior Executive Chef Qualifications: • Seasoned culinary professional with 10 years of experience and 5+ years of management, • Executive chef experience in high-volume operations ($8M+), • Contract foodservice experience required; corporate businesses, higher education/university dining, or sports/athletic venues experience strongly preferred, • Experience working with authentic global cuisines, • Culinary degree or equivalent experience, • Multi-unit oversight and catering experience If you are interested in this exciting opportunity, please apply with an UPDATED resume to Eric Stuertz ().

Job Title: Finance Manager, R&D \nLocation: New York, NY (Hybrid schedule - with in office as needed for meetings) \nSalary: $110,000 – $140,000 plus bonus \nCompany: Pharmaceutical Research/Development \nApply: \n \n\n\n \nOverview of the Position \nKelly Services is seeking a Finance Manager, R&D to support the management of external and internal expenses across a multi-year Research & Development portfolio. This role is responsible for tracking project-related financial commitments, supporting forecasting and milestone payments, and ensuring accurate expense reconciliation. \nThis is a hands-on, highly collaborative position partnering closely with R&D, Human Resources, and Finance teams. Pharma/biotech experience strongly preferred. \n \n\n\n \nResponsibilities \nR&D Financial Project Support\n\n\n\t • Support Clinical Development and Finance leadership during vendor selection and contract review processes\n\t, • Track financial commitments, payment milestones, and expenses across R&D projects throughout the lifecycle\n\t, • Monitor projects spend and support forecasting activities\n\t, • Partner cross-functionally to ensure financial alignment across initiatives\n\nExpense Management & Accounting Support\n\n\n\t, • Serve as backup for invoice review to ensure accuracy, documentation, and proper GL/project coding\n\t, • Assist with month-end, quarter-end, and year-end close activities\n\t, • Support external audit requests and documentation\n\t, • Prepare routine and ad hoc financial reports related to R&D spend and commitments\n\t, • Manage grant management funding forms, inquiries, and reporting\n\nCash Management & Operational Support\n\n\n\t, • Manage banking activities, including preparation of wire transfers and coordination with approvers\n\t, • Prepare bank and investment account reconciliations\n\t, • Manage bi-monthly payroll processing, allocations, reconciliations, and tax filings\n\t, • Oversee retirement plan funding, quarterly and year-end true ups\n\t, • Support annual retirement plan nondiscrimination testing and Form 5500 filings\n\t, • Assist with insurance renewals and other finance operations as assigned\n\nCompliance, Systems & Process Improvement\n\n\n\t, • Maintain finance policies, procedures, and documentation related to financial commitments\n\t, • Identify opportunities to improve efficiency, accuracy, and system utilization\n\t, • Ensure adherence to applicable GxP and regulatory standards\n\t, • Bachelor’s degree in Accounting, Finance, Business, or related field\n\t, • 5–10 years of relevant accounting, finance, or project finance experience\n\t, • Pharma, biotech, clinical research, or grant-funded environment experience strongly preferred\n\t, • NetSuite experience desired\n\t, • Strong analytical, organizational, and detail orientation\n\t, • Comfortable working with financial systems and advanced spreadsheets\n\t, • Competitive salary plus bonus\n\t, • Hybrid flexibility in New York City\n\t, • High-impact role supporting critical R&D initiatives\n\t, • Collaborative, mission-driven environment\n\t Get a complete career fit with Kelly®. You’re looking to keep your career moving onward and upward, and we’re here to help you do just that. Our staffing experts connect you with top companies for opportunities where you can learn, grow, and thrive. Jobs that fit your skills and experience, and most importantly, fit right on your path of where you want to go in your career. \n\t\t\t \n\t\t\t \n\t\t\t\t\n\t\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t About Kelly Work changes everything. And at Kelly, we’re obsessed with where it can take you. To us, it’s about more than simply accepting your next job opportunity. It’s the fuel that powers every next step of your life. It’s the ripple effect that changes and improves everything for your family, your community, and the world. Which is why, here at Kelly, we are dedicated to providing you with limitless opportunities to enrich your life—just ask the 300,000 people we employ each year. Kelly is committed to providing equal employment opportunities to all qualified employees and applicants regardless of race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or any other legally protected status, and we take affirmative action to recruit, employ, and advance qualified individuals with disabilities and protected veterans in the workforce. Requests for accommodation related to our application process can be directed to the Kelly Human Resource Knowledge Center. Kelly complies with the requirements of California’s state and local Fair Chance laws. A conviction does not automatically bar individuals from employment. Kelly participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. \n\t\t\t \n\t\t\t

We are currently partnered with an elite credit fund seeking to strengthen its legal team by hiring a senior leader specializing in private funds. This position will report directly to the Chief Legal Officer (CLO) and offer significant exposure to C-suite executives, ensuring high visibility within the organization. This role provides the opportunity to excel in a transactional environment, where you will assist with all fund-related matters. You will be responsible for overseeing and managing senior attorneys, as well as leading legal initiatives that support both the Asset Management and Capital Solutions business units. This position presents an excellent opportunity to join a collaborative team in a dynamic setting, actively contributing to a company that is continuously expanding its presence in the market. Responsibilities: • Provide legal expertise to senior management and external counsel on all fund structuring matters, • Work closely with the business team and internal stakeholders on all fund formation matters., • Oversee members of the legal team in regard to private credit funds, SMA'S, co-investments., • JD from a top tier Law school, • 16+ years of experience within private practice or in-house environment at an established Asset Manager, • Significant experience with Credit funds, SMA's, & Co-investments, • Experience leading a team and working with outside counsel

Seeking a highly capable and motivated Associate General Counsel to serve as a key legal advisor supporting a broad range of matters across the firm’s U.S. registered and unregistered investment products. This role provides strategic legal guidance for fund formation, regulatory compliance, product development, and governance activities, while also supporting private equity secondaries transactions and general corporate matters. The Associate General Counsel will work closely with senior leadership, portfolio managers, product teams, and the Board to help drive successful business execution in a fast-paced and dynamic environment. QUALIFICATIONS • 6–8 years of legal experience in the investment management sector, preferably within a law firm or asset management firm., • Deep knowledge of: Investment Company Act of 1940 | Securities Act of 1933 | Securities Exchange Act of 1934 | Investment Advisers Act of 1940 | Applicable FINRA and SEC rules, • Proven experience with registered fund products (e.g., mutual funds, ETFs, interval funds) strongly preferred., • Demonstrated ability to manage multiple priorities and deadlines across diverse teams in a fast-paced environment., • Strong communication and interpersonal skills, able to interact with C-suite executives, senior leadership, external counsel, and Board members., • Proactive, business-oriented, and collaborative mindset with a focus on problem-solving and execution., • J.D. from an accredited law school; member in good standing of a U.S. state bar. This role will sit HYBRID out of New York, NY.

About the Firm Wall street Alliance group is a boutique wealth advisory firm serving ultra-high-net-worth families, physicians, and multi-generational wealth structures. Our practice integrates: • Institutional-quality investment management, • Advanced trust and estate planning coordination, • ERISA retirement plan advisory (401(k), Defined Benefit, Cash Balance), • Tax-aware wealth structuring As we scale selectively, we are seeking to deepen our investment and planning bench with a senior-caliber professional. The Opportunity We are seeking a CFA Charterholder to serve as a senior investment authority within the firm. This is a hybrid role that combines: • Institutional portfolio strategy, • UHNW client-facing engagement Core Responsibilities Investment Leadership • Design and oversee strategic asset allocation frameworks, • Conduct rigorous manager and fund due diligence, • Monitor portfolio risk exposures across market cycles, • Develop capital market assumptions and forward-looking outlooks, • Participate in high-level client meetings alongside senior advisors, • Articulate portfolio positioning and macroeconomic insights with clarity, • Address complex liquidity, risk, and concentration issues Develop working expertise in: • Trust planning structures and estate strategy coordination, • Generational wealth transfer considerations, • ERISA fiduciary standards, • 401(k), Defined Benefit, and Cash Balance plan design Ideal Candidate Profile • CFA Charterholder strongly preferred, • 7+ years in institutional asset management, OCIO, private wealth, or multi-family office environment, • Experience presenting to sophisticated high-net-worth investors, • Strong executive presence and professional polish, • Clear, articulate communicator — capable of commanding a room, • Demonstrated intellectual rigor and independent thinking, • Exposure to estate planning structures, • Familiarity with ERISA and retirement plan advisory, • Experience with complex, multi-entity family wealth structures What This Role Is Not • Not a junior analyst role, • Not a commission-driven sales position Who Will Thrive Here This role is ideal for a professional who: • Values intellectual rigor over sales theatrics, • Wants direct access to decision-makers, • Seeks exposure to complex UHNW planning environments, • Desires long-term growth within a boutique, high-integrity platform Compensation & Benefits • Base Salary Range: $150,000 – $250,000 (commensurate with experience and depth of expertise), • Performance-based bonus aligned with investment oversight, client impact, and strategic contribution, • 401(k) retirement plan, • Comprehensive health insurance coverage, • Dental insurance, • Vision insurance