Accounting & Finance jobs in Poughkeepsie, New YorkCreate job alerts

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities. Primary responsibilities include • Develop a high-quality wealth management practice that provides a personalized wealth management strategy., • Enhance and preserve relationships with key partners to boost client introductions and engagement., • Proactive client and prospect outreach promoting Citizens Wealth Management capabilities., • Grow existing relationships through partnership referrals., • Tailor wealth management planning to meet client needs., • Series 7, 63, 65 (or 66) active and valid., • A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment., • A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services., • Demonstrated track record in new business development and client book management., • Proven experience in a team-oriented consumer bank setting., • Familiarity with servicing high-net-worth individuals., • Comfortable operating in a dynamic, entrepreneurial environment. Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit ___. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit ___. Hours & Work Schedule • Hours per Week: 40, • Work Schedule: Varies #LI-CITIZENS6 Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

Job Description BOARD OF EDUCATION DEPARTMENT OF HUMAN RESOURCES 18 SOUTH PERRY STREET POUGHKEEPSIE, NEW YORK 12601 SENIOR ACCOUNT CLERK - PROVISIONAL POUGHKEEPSIE CITY SCHOOL DISTRICT POSITION: The Superintendent of Schools, Mr. Gregory Mott, is interested in receiving applications from qualified candidates for the position of: SENIOR ACCOUNT CLERK - PROVISIONAL POUGHKEEPSIE CITY SCHOOL DISTRICT MINIMUM QUALIFICATIONS: EITHER: (A) Graduation from high school or possession of a high school equivalency diploma and two years of full-time work experience maintaining financial accounts and records; OR: (B) Completion of two years (30 credits are equal to one year) of college, business school or other post high school training which included four courses in account keeping or bookkeeping; OR: (C) An equivalent combination of the training and experience between the limits of (A) and (B) above. NOTE: Qualifying work experience in the maintenance of payroll records includes activities related to processing payroll, deductions, garnishments, retirement calculations and related activities. Experience in tallying hours and data entry will NOT be considered as qualifying experience. NOTE: Only education gained at a regionally accredited college or university or one accredited by the New York State Board of Regents to grant degrees is acceptable for purposes of qualification. SPECIAL REQUIREMENT: This position will be appointed provisionally. A Civil Service exam is required for a permanent appointment. DUTIES: The Poughkeepsie City School District (PCSD) is committed to providing students and parents with pathways to opportunity that will lead to achievement and success. Through student-centered effective and transformational leadership, school and community engagement, and an unrelenting pursuit to achieve greater school outcomes for children, the Poughkeepsie City Schools is focused on developing and growing greater access, equity, opportunity, and quality across PCSD. DISTINGUISHING FEATURES OF THE CLASS: This is a journey-level position responsible for the performance of moderately complex account keeping and clerical duties. The work is carried out in accordance with established procedures and involves the application of account keeping principles and practices and other clerical functions. The class differs from that of Account Clerk by virtue of either performing more complex account keeping duties or the supervision of employees performing routine account keeping. Work is performed under the general supervision of a higher-level employee with leeway allowed in the completion of work assignments. Direct supervision may be exercised over employees performing routine account keeping duties. TYPICAL WORK ACTIVITIES: The following is indicative of the level and types of activities performed by incumbents in this title. It is not meant to be all inclusive and does not preclude a supervisor from assigning activities not listed which could reasonably be expected to be performed by an employee in this title. • Classifies a variety of receipts and expenditures and distribution costs according to a prescribed code;, • Reviews and checks complex bookkeeping records and reports for arithmetical and clerical accuracy, completeness and proper extension;, • Assigns work, reviews and records work done, and instructs new employees in the specialized account keeping and clerical work of a unit;, • Compiles and prepares labor, material, and operational cost records and reports;, • Compiles data for, prepares and analyzes financial and statistical reports and records;, • Good knowledge of basic account keeping necessary for the processing of recurring transactions in accounts receivable and/or accounts payable, such as claims and vouchers;, • Good knowledge of office practices necessary for interfacing with staff and the public, processing workflow, and filing and retrieving information;, • Knowledge of software packages for word processing to produce memos and letters and spreadsheets and data base management to track information and produce reports;, • Knowledge of computational skills to process and reconcile vouchers, verify calculations and balance accounts;, • Knowledge of the basic principles and techniques of supervision;, • Ability to learn and work within agency procedures and guidelines;, • Ability to exercise sound judgment in tracking sources of errors and in using established guidelines to determine the necessary corrective action;, • Personal characteristics necessary to perform the duties of the position;

Job DescriptionPosition Description: Job Title: Accounts Payable Specialist Location: Poughkeepsie, NY Pay: $25.00 $30.00/hour Type: Full-TimeSchedule: MondayFriday, 9:00 AM 5:00 PM A growing company in Poughkeepsie, NY is looking to add an experienced Accounts Payable Specialist to their accounting team. This position plays a critical role in maintaining the financial accuracy and integrity of the organizations vendor and expense records. Youll be responsible for handling all aspects of the accounts payable process from invoice entry to payment processing and month-end reporting. Were looking for someone who is organized, deadline-driven, and comfortable working in a fast-paced environment. Accounts Payable Specialist Responsibilities: \tReceive, review, and verify vendor invoices and purchase orders \tEnter invoices into the accounting system with appropriate GL coding \tPrepare and process check runs, ACH, and wire payments \tReconcile vendor statements and respond to inquiries in a timely manner \tAssist with monthly closing processes, including AP aging reports and accruals \tMaintain updated W-9s and support year-end 1099 reporting What Youll Need: \t2+ years of hands-on accounts payable experience \tStrong computer skills, including Excel and accounting software (QuickBooks, NetSuite, etc.) \tKnowledge of basic accounting principles and AP best practices \tExcellent communication and organizational skills \tAbility to work independently and prioritize multiple tasks This is a great opportunity for a reliable AP professional to join a stable company with a supportive team. $25.00 - $30.00 Hourly

Job DescriptionDescription: Why Join Marshall+Sterling? As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most — so they can move forward with confidence. Our vision of creating a future that’s safer and more secure drives everything we do. Innovation is not optional here — it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together — across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success. At Marshall+Sterling, you’re not just joining a company — you’re joining a culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all. This role is based in our Poughkeepsie Office. Join our Finance team and provide administrative and financial support across the organization. You’ll manage daily accounting tasks, assist with month-end and year-end processes, and ensure accurate financial records. This role offers the opportunity to collaborate with a supportive team, contribute innovative ideas, and make a meaningful impact on our success. • Manage daily accounting and financial processes (payments, deposits, reconciliations), • Record and track commissions, • Prepare and distribute financial reports, • Handle billing and invoicing, including resolving errors and coordinating collections., • Support month-end and year-end processes (reconciliations, accruals, reporting), • Assist with audits and compliance requirements, • Maintain accurate financial records and documentation, • Provide support to colleagues and contribute to projects as needed, • Build and maintain positive working relationships across the teamRequirements:, • College degree preferred, high school diploma or equivalent required., • Proficiency in AI tools and experience using systems such as ImageRight, Outlook, and other related platforms to enhance efficiency and streamline processes., • Proficiency in Microsoft Office; experience with Vertafore is a plus., • Strong interpersonal skills with the ability to work effectively with colleagues., • Excellent verbal and written communication skills. Compensation: $57,500-$62,500, based experience and education. Benefits: Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more! Employee Stock Ownership Program As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here’s what makes our ESOP so valuable: • Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company’s success., • Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company’s growth and success. MS24 Compensation details: 57500-62500 Hourly Wage PIe9f0375153f1-25405-37374680

Job DescriptionPosition Description: Job Title: Accountant Location: Poughkeepsie, NY 12601Company: Target SoftwareEmployment Type: Full-Time Job Summary:We are seeking a detail-oriented and highly organized Accountant to join our finance team. The ideal candidate will be responsible for managing financial records, preparing financial statements, ensuring compliance with accounting regulations, and providing valuable insights to help drive our business strategies. If you are passionate about numbers, have strong analytical skills, and thrive in a fast-paced environment, we want to hear from you! Key Responsibilities:Prepare and maintain financial statements, including balance sheets, income statements, and cash flow statements. Perform monthly reconciliation of accounts to ensure accuracy and identify discrepancies. Oversee accounts payable and accounts receivable functions, ensuring timely processing of invoices and payments. Conduct regular audits of financial records to ensure compliance with company policies, procedures, and legal regulations. Assist in the preparation of annual budgets and forecasts, providing insights and recommendations for improvement. Ensure timely and accurate filing of tax returns and compliance with local, state, and federal tax regulations. Collaborate with internal teams to provide financial analysis and support for business operations. Respond to financial inquiries and communicate findings to management and stakeholders. Stay updated on accounting standards, regulations, and best practices to facilitate continuous improvement. Qualifications:Bachelors degree in Accounting, Finance, or a related field. Minimum 5 years of accounting experience, preferably in a corporate environment. Proficiency in accounting software (e.g., QuickBooks, SAP, or similar) and Microsoft Excel. Strong understanding of Generally Accepted Accounting Principles (GAAP) and financial reporting. Excellent analytical and problem-solving skills, with a keen attention to detail.CPA certification or other relevant certifications is a plus. What We Offer:Competitive salary and performance-based bonuses. Comprehensive benefits package, including medical, dental, and vision insurance. Retirement savings plan with company match. Opportunities for professional development and continuous learning. A collaborative and inclusive work environment. If you are looking to advance your accounting career with a dynamic and growing company, please apply now. We look forward to reviewing your application! $30.00 - $35.00 Hourly

Job DescriptionRevenue Cycle Specialist | Medical Billing & Collections Location: New Paltz, NY Pay: $19/hour Schedule: Monday–Friday, 8:00 AM–4:30 PM Type: Temp-to-Hire We are seeking a detail-oriented Revenue Cycle Specialist to join a busy healthcare office in New Paltz, NY. This role is ideal for someone with 3–6 months of medical billing or office experience who is looking to build their career in healthcare administration. As a Revenue Cycle Specialist, you will support the billing and collections process, assist with accounts receivable, and provide administrative and customer service support to patients, providers, and insurance companies. Revenue Cycle Specialist Responsibilities • Review and process insurance claims, Explanation of Benefits (EOBs), payments, and denials, • Post charges and payments accurately into the system, • Maintain up-to-date knowledge of designated accounts receivable and ensure timely collections, • Respond to patient, provider, and payer inquiries via phone, email, and mail, • Verify patient eligibility and update insurance information, • Assist with preparing and mailing paper claims, spreadsheets, and appeals as needed, • Identify issues with denied claims and communicate them to managementRevenue Cycle Specialist Qualifications, • High School Diploma or GED required; Associate’s degree in business, accounting, or healthcare preferred, • Medical Billing & Coding or Medical Administrative Assistant certification a plus, • 3–6 months of medical billing, collections, or healthcare office experience required, • Proficiency with Microsoft Office; familiarity with EHR/EMR systems (Epic, etc.) a plus, • Strong communication, organizational, and problem-solving skills, • Ability to work independently and as part of a teamWhy Apply?, • Gain valuable hands-on experience in medical billing and revenue cycle management, • Steady full-time schedule, Monday–Friday, • Competitive pay at $19/hour, • Opportunity to grow within the healthcare fieldIf you have a background in medical billing, collections, or healthcare office support and want to expand your skills, apply today for this Revenue Cycle Specialist role in New Paltz, NY! #Admin2025 #ZRCompany DescriptionEthan Allen Workforce Solutions offers job seekers and employers the most complete, leading-edge employment services in the Hudson Valley. Whether you are looking for employment opportunities, quality employees or off-site personnel services such as payroll, employee benefits or risk management, we are experts in meeting the needs of workers and companies across the Hudson Valley!Ethan Allen Workforce Solutions offers job seekers and employers the most complete, leading-edge employment services in the Hudson Valley.\r\n\r\nWhether you are looking for employment opportunities, quality employees or off-site personnel services such as payroll, employee benefits or risk management, we are experts in meeting the needs of workers and companies across the Hudson Valley!

Job Description Loan and Deposit Operations Auditor Full-Time | $25 – $33 per hour based on experience, plus annual bonus. TEG is seeking a detail oriented, organized, and analytical skilled Loan and Deposit Operations Administrator to be responsible for ensuring regulatory compliance requirements are met, as well as our internal standards, as defined in our policies and procedures. Loan and Deposit Operations Auditor Responsibilities: • Performs new accounts and loan audits weekly. Responsible for providing Friday exception reports and clearing errors as corrections are completed., • Performs audits of the following but not limited to, additional shares, changes in signers, share rate changes, address changes, and beneficial ownership., • Performs audits of loan due date changes, loan rate changes and loans where Adverse Action was taken to ensure the credit union is in compliance with Regulation B., • Responsible for the annual Branch Signage Audits, semi-annual NMLS Audits and sending out monthly reports from PC Lender to the credit unions audit vendor., • Responsible for entering CDD/EDD questionnaires in Verafin for business and organizational accounts., • Attention to Detail- A meticulous and detail-oriented mindset is required to scrutinize documents, transactions and processes for inaccuracies and discrepancies., • Credit Union Knowledge: Understanding of credit union products, services, operations, and principles specific to the industry., • Regulatory Compliance: Strong Knowledge of Credit Union regulations, with the drive to train and develop to stay informed., • Problem Solving Skills- Must investigate complex issues, devise appropriate solutions, and recommend improvements to management., • 2 year college degree or completion of a specialized course of study at a business/trade school or completion of a specialized and extensive in-house training or apprenticeship program., • Exceptional communication, attention to detail, and problem-solving skills., • Ability to handle sensitive situations confidentially and professionally., • Excellent organization skills with the ability to work independently. About TEG Federal Credit Union: With over $400 Million in assets located in beautiful Hudson Valley, NY, TEG Federal Credit Union has over 37,000 members, 9 branches, an amazing employee culture, strong history of member service excellence and is one of the most respected financially sound organizations in the area. Our vision at TEG is to empower our members to embrace their financial wellbeing each and every day. TEG’s mission is to enrich the lives of our members by providing quality financial services within the credit union philosophy of ‘people helping people,’ while maintaining a strong financial foundation. TEG Federal Credit Union is an Equal Opportunity Employer. Applications are considered on the basis of skills, experience and qualifications without regard to race, age, creed, color, nationality, gender, sexual orientation, gender identity, marital status, military background, disability or any other legally protected status. All employment related decisions are made in accord with this policy. TEG Federal Credit Union participates in the E-Verify program to confirm the employment eligibility of all newly hired employees. For more information on E-Verify, please visit .

Job DescriptionDescription: Why Join Marshall+Sterling? As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most — so they can move forward with confidence. Our vision of creating a future that’s safer and more secure drives everything we do. Innovation is not optional here — it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together — across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success. At Marshall+Sterling, you’re not just joining a company — you’re joining a culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all. This role is based in our Poughkeepsie Office. Join our Finance team and provide administrative and financial support across the organization. You’ll manage daily accounting tasks, assist with month-end and year-end processes, and ensure accurate financial records. This role offers the opportunity to collaborate with a supportive team, contribute innovative ideas, and make a meaningful impact on our success. • Manage daily accounting and financial processes (payments, deposits, reconciliations), • Record and track commissions, • Prepare and distribute financial reports, • Handle billing and invoicing, including resolving errors and coordinating collections., • Support month-end and year-end processes (reconciliations, accruals, reporting), • Assist with audits and compliance requirements, • Maintain accurate financial records and documentation, • Provide support to colleagues and contribute to projects as needed, • Build and maintain positive working relationships across the teamRequirements:, • College degree preferred, high school diploma or equivalent required., • Proficiency in AI tools and experience using systems such as ImageRight, Outlook, and other related platforms to enhance efficiency and streamline processes., • Proficiency in Microsoft Office; experience with Vertafore is a plus., • Strong interpersonal skills with the ability to work effectively with colleagues., • Excellent verbal and written communication skills. Compensation: $57,500-$62,500, based experience and education. Benefits: Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more! Employee Stock Ownership Program As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here’s what makes our ESOP so valuable: • Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company’s success., • Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company’s growth and success. MS24

Job DescriptionBenefits: • Competitive salary, • Opportunity for advancement Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. Responsibilities: • Forge enduring customer relationships and proactively follow up to ensure continued satisfaction., • Employ a customer-centric, needs-based approach to guide clients through comprehensive insurance options, empowering them to make informed decisions., • Drive business growth by generating leads, coordinating appointments, and effectively marketing tailored products and services to meet diverse customer needs.As an Agent Team Member, you will receive..., • Hourly pay plus commission/bonus, • Paid time off (vacation and personal/sick days), • Flexible hours, • Professional development, • Abundant opportunities for career advancement within our agency, • Licensing paid by agencyRequirements:, • Genuine interest in marketing products and services that align with customer needs and preferences., • Exceptional communication skills across all channels - written, verbal, and attentive listening., • A people-centric mindset with a keen eye for detail., • Proactive problem-solving abilities, ensuring swift resolutions for customer inquiries., • Proficiency in learning and navigating computer functions efficiently. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.

Job DescriptionDescription: Why Join Marshall + Sterling? As a 100% employee-owned company with roots dating back to 1864, Marshall + Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most — so they can move forward with confidence. Our vision of creating a future that’s safer and more secure drives everything we do. Innovation is not optional here — it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together — across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success. At Marshall + Sterling, you’re not just joining a company — you’re joining an inclusive culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all. This role will be based in our Poughkeepsie or Latham Office. At Marshall+Sterling, we’re stronger together. As an Underwriting & Placement Specialist, you’ll play a key role in supporting our Account Managers by coordinating renewals, managing carrier relationships, and ensuring our clients receive accurate, competitive benefit solutions. • Submit daily marketing activity reports and pull monthly renewal lists for assigned Account Managers., • Request updated rates, benefits, and carrier information quarterly to keep client data current., • Maintain organized marketing spreadsheets, carrier comparison tools, and renewal presentations., • Prepare and send renewal presentations and proposals on behalf of Account Managers, • Assist with quoting and marketing requests to support timely and accurate submissions, • Participate in carrier meetings, staying informed on updates to ensure presentations and plans reflect current offerings., • Collaborate with your Manager and team to maintain exceptional client service, compliance, and confidentiality.Requirements:, • College degree preferred, high school diploma or equivalent required., • Agency or company background in Employee Benefits., • Experience and knowledge of Microsoft Office programs especially Excel and PowerPoint., • Experience with Vertafore a plus., • Appropriate state insurance licenses and continuing education preferred., • Works effectively and relates well with others including superiors, colleagues, and individuals inside and outside the company in a professional manner., • Demonstrated ability to communicate effectively. Compensation: $40,000 to $50,000 based on demonstrated sales experience and measurable achievements. Benefits: Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more! Employee Stock Ownership Program As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here’s what makes our ESOP so valuable: • Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company’s success., • Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company’s growth and success. MS24 Compensation details: 40000-50000 Yearly Salary PI8d0358afbfeb-25405-36047615

Job DescriptionBenefits: • Simple IRA, • Hiring bonus, • Bonus based on performance, • Competitive salary, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Paid time off We also believe in recognizing excellence, offering monthly awards for high performers to show appreciation for their hard work. Our benefits include a 50% health insurance contribution, a SIMPLE IRA with a 3% match thats fully vested from day one, six paid holidays, and 10 PTO days per year. If youre looking for a fun, collaborative, and supportive environment, wed love to have you on the team! ROLE DESCRIPTION: As Account Associate - State Farm Agent Team Member for Scott Marxer - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: • Manage customer accounts and update information in the database., • Assist customers with policy changes and inquiries., • Process insurance claims and follow up with customers on claim status., • Coordinate with underwriters to ensure timely policy issuance.QUALIFICATIONS:, • Strong organizational skills and attention to detail., • Excellent customer service and communication skills., • Previous experience in insurance or a related field preferred.

Job DescriptionBenefits: • Hiring bonus, • 401(k), • Bonus based on performance, • Competitive salary, • Opportunity for advancement, • Paid time off Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: • Manage client accounts and update information in the database., • Assist clients with policy changes and inquiries., • Process insurance claims and follow up with clients on claim status., • Coordinate with underwriters to ensure timely policy issuance.QUALIFICATIONS:, • Strong organizational skills and attention to detail., • Excellent customer service and communication skills., • Previous experience in insurance or a related field preferred.

Job DescriptionDescription: Why Join Marshall + Sterling? As a 100% employee-owned company with roots dating back to 1864, Marshall + Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most — so they can move forward with confidence. Our vision of creating a future that’s safer and more secure drives everything we do. Innovation is not optional here — it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together — across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success. At Marshall + Sterling, you’re not just joining a company — you’re joining an inclusive culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all. This role will be based in our Poughkeepsie or Latham Office. At Marshall+Sterling, we’re stronger together. As an Underwriting & Placement Specialist, you’ll play a key role in supporting our Account Managers by coordinating renewals, managing carrier relationships, and ensuring our clients receive accurate, competitive benefit solutions. • Submit daily marketing activity reports and pull monthly renewal lists for assigned Account Managers., • Request updated rates, benefits, and carrier information quarterly to keep client data current., • Maintain organized marketing spreadsheets, carrier comparison tools, and renewal presentations., • Prepare and send renewal presentations and proposals on behalf of Account Managers, • Assist with quoting and marketing requests to support timely and accurate submissions, • Participate in carrier meetings, staying informed on updates to ensure presentations and plans reflect current offerings., • Collaborate with your Manager and team to maintain exceptional client service, compliance, and confidentiality.Requirements:, • College degree preferred, high school diploma or equivalent required., • Agency or company background in Employee Benefits., • Experience and knowledge of Microsoft Office programs especially Excel and PowerPoint., • Experience with Vertafore a plus., • Appropriate state insurance licenses and continuing education preferred., • Works effectively and relates well with others including superiors, colleagues, and individuals inside and outside the company in a professional manner., • Demonstrated ability to communicate effectively. Compensation: $40,000 to $50,000 based on demonstrated sales experience and measurable achievements. Benefits: Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more! Employee Stock Ownership Program As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here’s what makes our ESOP so valuable: • Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company’s success., • Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company’s growth and success. MS24

Job Description Busy Bookkeeping Firm which caters to Interior Design seeking to add a Data Entry Specialist/Bookkeeping Assistant to our team! You will be responsible for accurate data entry, placing furnishings orders and tracking through delivery/installation. Responsibilities: • Enter variety of data using current technology (Studio Designer, Design Manager, Programma, Quickbooks), • Prepare and sort documents for data entry, • Create and maintain logs for tracking purposes, • Review and enter data updates in programs (Google Sheets, Studio Designer, Design Manager, Programma), • Review discrepancies in data received, • Advise supervisor of issues related to data, print reports for expediting, • Previous experience in data entry or other related fields, • Interior Design, Construction or Procurement experience preferred, • Excellent typing, grammar, and professional communication skills, • Strong organizational skills, • Deadline and detail-orientedCompany DescriptionOur company thrives on the success of our clients. We strive to provide the best back office services in order for our clients to succeed in what they do best. We work as a team to find the best solutions and turn over clean books month to month. We are looking for an enthusiastic, dedicated person who is ready to keep growing with us.Our company thrives on the success of our clients. We strive to provide the best back office services in order for our clients to succeed in what they do best. We work as a team to find the best solutions and turn over clean books month to month. We are looking for an enthusiastic, dedicated person who is ready to keep growing with us.