Accounting & Finance jobs in Melville, New York - Page 6Create job alerts

The Teller I works in a TD Store location and plays a key role in delivering legendary customer experiences while processing everyday banking transactions with accuracy and efficiency while also educating customers on TD's products and services or re Teller, Spanish, Bilingual, Customer Experience,

Accounting Associate / Coordinator Job Location: Syosset NY 11791 Onsite Requirements: Knowledge in Accounting - great Math skills Basic understanding of a Printing Office & Equipment Great Soft Skills and Work Ethic - will be fast-paced at times Job Description: Required skills: Basic understanding

Jumpstart your accounting career with a dynamic temp role - gain hands-on experience, grow your skills, and make an immediate impact!.

Minimum of 1 year demonstrated customer experience, recommending and referring products and services to customers.

The Retail Banker I is a customer liaison that is integral to delivering TD's Brand promise by utilizing financial expertise and consultative advice to assist Customers with their banking solutions/needs.

Back Comm'l Business Banker - Huntington, NY #25-1169 Huntington Station, New York, United States Apply X Facebook LinkedIn Email Copy Job Overview At Valley Bank, we believe in people's growth potential. At Valley, we're all driven by an ambition that goes deeper than just having a job.

Preparation of S corporation, Partnership, Trust and Individual tax returns. Preparation of multi-state Partnership and Individual tax returns. Preparation of sales tax returns.

Healthcare Administration & Management.

CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network

The Underwriting Operations Tech is responsible for efficiently processing policy-related transactions, ensuring accuracy and compliance with company policies and regulatory requirements.

This is a permanent role that offers a challenging and rewarding opportunity to utilize and expand your bookkeeping skills. Developing a system to account for financial transactions by defining bookkeeping policies and procedures. A minimum of 5 years of experience in bookkeeping or a related field.

Your Next Big Move Starts Here.Our client, a dynamic small business in the construction industry, is seeking a detail-oriented Bookkeeper to join their team.This role is perfect for someone who thrives in a hands-on environment, enjoys taking owner Bookkeeper, Business Operations, Accounting, Staffi

Assisting with financial planning and risk management.

Works closely with the Project Managers in preparing and maintaining project budgets, which will be utilized to analyze budget variances and to prepare estimates of costs to complete. Responsible for analyzing project trends in performance and makes appropriate recommendations, will also be involved

For methodology, please see Responsibilities: • Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional • Research and provide financial advice and strategies through educational meetings or semin

North American Partners in Anesthesia is an equal opportunity employer.

We offer a structured professional development path to becoming a wealth manager through licensing and employment.

Finance Mgr Business Finance & Accounting Leader. We are seeking a Business Finance & Accounting leader that will report to Director Home, Beauty, Health (HBH). The Business Finance & Accounting Leader will be a business partner to the site General Manager and accountable for the bottom-line resul

Securities and investment advisory services offered through Voya Financial Advisors, Inc. To be eligible for the Financial Advisor role, candidates must possess the following qualifications:. Desire to assist clients meet their financial and retirement goals and simultaneously to put forth the effor

Our network of over 4,300 financial professionals across the U. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Financial Strategy Development.

Wealthspire Advisors, founded in 1995, is a New York City-based, independent registered investment Advisory firm with more than 380 employees serving clients from 20+ offices.With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial l

Responsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures. Strong understanding and experience interacting with retail and small business banking clients. Understands and supports the Bank's Customer Service Strategy.

Managing Director, Financial Services Operational Resilience. Reporting directly to the Resilience Practice leader, the Managing Director grows and strengthens our Financial Services operational resilience offering. Mature and lead the Resilience practice's financial services industry offerings.

Support the continued development of the company's accounting policies and procedures including making the accounting process more efficient. The ideal candidate will have a strong background in corporate accounting, financial management, and regulatory reporting. This role involves overseeing finan

We are proud to be recognized for the seventh consecutive year by American Banker as one of the “Best Banks to Work For” across the nation. The Preferred Banker is responsible for providing exceptional service to all existing and potential Peapack Private clients. The Preferred Banker adopts and

Peapack Private Bank & Trust is a leader in wealth, lending and deposit solutions.

As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.

On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financi

Finance Administrative Assistant.Detailed Job Specifications Document.Financial Services client in Nassau County in their search for a detail-oriented and proactive Finance Administrative Assistant to join their dynamic team.In this fast-paced financial services environment, you will play a key role

The Member Value Personal Banker contributes to the success of the branch by identifying and executing on ways to deepen and grow member relationships with FourLeaf through proactive effort.

Identifies customers' needs through the bank's retail sales process to provide proactive sales solutions through customer outreach for basic and complex customer needs.Specializes in our branch customer experience through all retail and business sales interactions.Develop new customer relationships

We offer a structured professional development path to becoming a wealth manager through licensing and employment.

Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking. Leadership Development School for those with management ambition. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months

Line of Business: TD Wealth Job Description: The Financial Advisor (FA) role is a three-year program with a draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. Depth & Scope: Experience selling investments and providin

Solution architecting time and payroll integration design, developing strategy and plan for time and payroll parallel testing for large clients;. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.

Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking. Leadership Development School for those with management ambition. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months

If you believe you are a high performer who would thrive in this environment, the Senior Family Office Accountant role is an excellent opportunity to expand hands on experience in the wealth management industry.

Due to growth, they are currently looking for a full-time Senior Tax Accountant responsible for performing tax and accounting work as assigned.

Responsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures. TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. More than 95,000 TD colleagues bring their skills, talent, and creativity to th

The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc. A FA will

This position is involved in the review and appraisal of applications for insurance placement.Uses knowledge and independent judgment to determine eligibility of risks when compared to guidelines of programs available.Interacts with Companies and Brokers via telephone, e-mail, regular mail and perso

A large professional services firm in Melville, NY is seeking a Tax Senior Accountant to manage tax engagements, conduct detailed research, and foster client relationships. The role requires a firm grasp of tax regulations, strong leadership abilities, and effective communication skills.

This role is a Seasonal Real Estate Tax Senior Manager responsible for applying knowledge to a wide range of tax areas and processes and devising strategic outcomes for complex issues. Building client relationships with knowledge of real estate, hospitality and construction industries. Seven to ten

The Payroll Administrator will be responsible for managing payroll processes, ensuring accurate and timely processing of employee payroll, and maintaining payroll records.This role requires attention to detail, strong organizational skills, and the ability to handle confidential information with dis

Job Description CBIZ Talent Solutions is assisting their valued Financial Services client in Nassau County in their search for a detail-oriented and proactive Finance Administrative Assistant to join their dynamic team. In this fast-paced financial services environment, you will play a key role in supporting our operations and ensuring smooth daily workflows. This position requires exceptional social skills, proficiency in the Microsoft Office Suite, and the ability to effectively manage multiple priorities. Key Responsibilities: • Provide administrative support to the financial services team., • Prepare, organize, and e-file financial returns and documents., • Handle a variety of office tasks, including answering phones, managing messages, coordinating FedEx and mail deliveries, and maintaining orderly records., • Process deposits and assist with bookkeeping tasks using QuickBooks., • Communicate effectively with clients and team members, maintaining a high level of professionalism., • 2+ years previous administrative experience in a financial services or related environment preferred., • Excellent social and interpersonal skills; strong communicator., • Strong proficiency with Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)., • Experience with e-filing and maintaining financial records., • Working knowledge of QuickBooks is highly desirable., • Strong organizational skills and the ability to adapt to a fast-paced environment., • Attention to detail, discretion, and reliability. Compensation:$50K-$60K For more information and consideration please send your most current resume to with "Receptionist/Hicksville" in the subject line. CBIZ Talent Solutions is an Equal Opportunity Employer. CBIZ Talent Solutions does not discriminate on the basis of race, ancestry, national origin, color, religion, sex, gender identity, age, marital status, sexual orientation, disability, veteran status, or any other protected classification under the law.

Job Description About the Opportunity: LifePro Recruitment is hiring entry-level sales professionals who want to start or grow their careers in remote sales. We have qualified leads and step-by-step training to help you succeed in a performance-based, commission-only role. If you're self-motivated and ready to work, we’re ready to help you grow. Key Responsibilities: • Conduct virtual consultations via phone or video with individuals who have requested information, • Identify client needs and offer tailored coverage solutions., • Follow up with prospects and manage your pipeline in our CRM., • Participate in ongoing training and mentorship sessions, • Work independently and meet individual performance goals What We Offer: • Commission-based compensation with uncapped earning potential, • Warm, high-intent leads, • Remote work with flexible scheduling, • Access to ongoing coaching, scripts, and support Job Types: Full-time, Part-time, Permanent Requirements Qualifications: • No sales experience required—training provided, • Excellent communication and interpersonal skills, • Self-disciplined, goal-oriented, and coachable, • Comfortable using basic digital tools (Zoom, CRM), • Must be legally authorized to work in the U.S., • Life insurance license preferred (or willingness to obtain with guidance) Benefits Benefits: • Dental insurance, • Flexible schedule, • Health insurance, • Vision insurance