Accounting & Finance jobs in NYNo experience

Join Our Team: Sales Assistant for Financial Advisor at A & M Financial Services LLC A & M Financial Services LLC is seeking a motivated and detail-oriented Financial Advisor Assistant to join our investment firm and support our continued growth. In this role, you’ll work alongside a seasoned Financial Advisor to help clients achieve their financial goals while gaining valuable experience in the financial services industry. This position is ideal for someone looking to launch or grow a career in finance. You’ll have the opportunity to develop key skills, make meaningful contributions to client success, and be part of a supportive and professional team environment. Key Responsibilities: - Support Financial Advisors with daily operations, including scheduling, document preparation for client meetings, and providing exceptional customer service. - Communicate with clients both in-person and over the phone, assisting with the preparation and processing of new and existing account paperwork. - Handle sensitive and confidential information with discretion and professionalism. - Oversee various administrative functions, including managing office supplies, mail, and general office organization. - Utilize multiple computer systems in a paper-intensive setting and assist with additional tasks as needed. Qualifications and Skills: - High school diploma or higher. - Highly detail-oriented with the ability to thrive in a fast-paced environment. - Strong multitasking and time-management skills. - Proficient in Microsoft Office (Word, Excel), CRM platforms, and other relevant software tools. - Strong interpersonal and communication skills with a customer-first mindset.

Build a Career Helping People Build Their Futures At Hill Financial Services, we help everyday people make smart financial choices—whether it's protecting their family with insurance, growing their wealth through investments, or finding the right mortgage for their dream home. We're expanding our team and looking for driven, personable professionals who are passionate about service, finance, and helping others thrive. What You’ll Be Doing As you Build a Career Helping People Build Their Futures At Hill Financial Services, we help everyday people make smart financial choices—whether it's protecting their family with insurance, growing their wealth through investments, or finding the right mortgage for their dream home. We're expanding our team and looking for driven, personable professionals who are passionate about service, finance, and helping others thrive. ** Mortgages** Assist clients in understanding mortgage options and application processes - Support mortgage advisors with document collection and lender communication Investments - Help clients with account onboarding and portfolio updates - Work closely with investment advisors to ensure smooth transactions and excellent client care Insurance - Guide clients through policy options in life, health, and property insurance - Process applications, renewals, and claims with attention to detail and compliance, you'll be at the heart of our client relationships, supporting our experts across three key areas: Insurance, Investments and mortgages.

Job Overview We are seeking a knowledgeable and motivated Financial Consultant to join our dynamic team. In this role, you will provide expert financial advice and guidance to clients, helping them achieve their financial goals through effective investment strategies and wealth management solutions. The ideal candidate will possess a strong understanding of financial concepts and demonstrate exceptional analytical skills. Duties Conduct comprehensive financial analysis to assess clients' current financial status and future needs. Develop personalized investment management strategies tailored to individual client goals. Provide insights on asset management, ensuring clients are informed about their investment options. Utilize financial software to create reports and track client portfolios effectively. Stay updated on market trends and economic conditions to offer informed advice. Collaborate with clients to understand their financial objectives and educate them on various financial products. Perform research on investment opportunities and corporate accounting practices to enhance client offerings. Maintain strong relationships with clients through regular communication and follow-ups. Requirements Proven experience in sales, preferably within the financial services industry. Strong background in investment management, wealth management, or asset management. Proficiency in financial analysis and technical accounting principles. Familiarity with various financial software tools for reporting and analysis. Excellent research skills with the ability to interpret complex financial data. Strong interpersonal skills with a focus on building lasting client relationships. Ability to communicate complex financial concepts in a clear and concise manner. A degree in finance, accounting, or a related field is preferred but not mandatory. Join us as we help our clients navigate their financial journeys with confidence! Job Types: Full-time, Part-time Pay: $70,879.00 - $79,188.00 per year Work Location: Remote

诚聘财务会计师 我司诚聘财务会计师加入团队，工作方式灵活，线上或线下均可。 主要职责： ⦁ 公司申报工资税务，外包审计，1099-W2-T4A文件处理 ⦁ 记录日常财务交易，包括应付账款和应收账款 ⦁ 准备月度财务报表和报告，包括资产负债表和损益表 ⦁ 完成分配的其他会计任务

Prefer English Chinese bilingual. Located in Brooklyn or vicinity. Will need to perform some basic accounting tasks.

Must be fully knowledgable of billing software - intergy. Also must be knowledgable regarding ob/gyn billing.

ENTRY LEVEL MORTGAGE PROCESSOR Ground floor opportunity!! Multi - State Mortgage Company seeks entry level Mortgage Processor. Licensed Banker/Lender/Broker: NY, NJ, CT, DE, ME, MD, MN, FL, IL, CA. Candidate must have customer service experience, excellent communication skills, computer knowledge, organizational skills and be a hard worker. Full Time Position.

📝Who We Are: Business Capital Network provides flexible, customized financing solutions to businesses across a wide range of industries, helping them acquire the equipment they need, manage cash flow, and drive sustainable growth. Whether it's funding for fleet expansion, new technology, or heavy machinery, our financing options are designed to align with a business’s unique needs and cash flow, with loan terms ranging from 12 to 84 months. We finance nearly any type of equipment — from software and computers to trucks, machinery, and specialized tools — for companies of all sizes, from small local businesses to large multinational corporations. Industries we serve include healthcare, construction, restaurant, manufacturing, automotive, and many more. This is a remote based commission only role with Business Capital Network. Our advantage is our simple application process, minimal requirements, high approval rates, and fast funding — making it easier and quicker for businesses to get the equipment they need. We’re looking for motivated salespeople to help us scale—and you earn when we fund! 💰 What’s in It for You? ✅ High Commission: Earn on every application—no cap on earnings! ✅ 100% Remote & Flexible: Work from anywhere, set your own hours. ✅ Fast Payouts: Get paid when we finance—no waiting months! ✅ Growth Opportunity: Be part of an exciting startup and grow with us. 🎯 Your Role: - Proactively identify and secure new business opportunities across targeted sectors and industries in need of equipment financing. - Lead the full sales cycle, from prospecting and lead generation to proposal development, negotiation, and closing. - Collaborate with internal teams to align service offerings with client needs and deliver exceptional client experiences. - Act as the main point of contact between the client and our underwriting and financing departments. - Maintain ongoing communication to ensure client satisfaction and follow up post-financing to support future equipment needs or renewals 📍 Who We’re Looking For: - Strong sourcing and communication skills - Self-motivated, hustle mentality—you control your income! 🚀 Ready to earn big with Business Capital Network ? Send us a message now! Qualifications: - Experience in Sales, B2B Sales, and Account Management - Proven ability to prospect, develop leads, and close deals. - Strong network and relationships with business owners and decision-makers are highly desirable. - Excellent communication, negotiation, and presentation skills. - Self-motivated, results-oriented, and driven to exceed sales targets. - Ability to develop and maintain client relationships.

Compensation 100% commission + Bonuses & Lifetime Residual Income based benefits. Free training, Lead generation provided, and Growth Opportunities! Are you hungry for success and ready to take control of your income? We’re looking for hungry, motivated, coachable individuals to join our team. With no salary cap and unlimited earning potential! What you’ll do; Close Sales: Work with leads provided by the company and convert them into customers. Receive free training: Get mentored by top professionals and proven sales techniques. Earn 100% commission: Your income is fully commission-based, with lucrative bonuses and residuals. Active Listening: Understand needs and concerns. Results-Driven: Motivated to meet goals and maximize earnings. Self-Starter: Ability to take initiative and thrive in a commission based environment. Rapid Growth: Performance-based advancement with the opportunity to grow within the company. Ready to take control of your success? Apply today to join a team that rewards hard work with unlimited potential!

Operations Associate Aegis Capital is a full-service investment bank which provides corporate finance, research and sales trading to corporate, institutional and high net worth individual clients. Investment banking services include initial, secondary, and follow-on offerings, institutional private placements and merger and acquisitions advisory services. We are seeking a full-time Operations Associate to work at our NYC & Melville, NY office. We are looking for a motivated, organized individual that can interface with leaders, managers and team members while exercising tact and discretion in handling sensitive information. This position provides excellent exposure to a wide range of administrative and business activities for motivated, creative, and aspiring individual. Duties of this position include: · Handling a broad range of duties from day-to-day operational activities, scheduling meetings and correspondence and phone management. · Work closely with the clearing firm · Critically think beyond day-to-day operations and analyze a variety of factors and metrics when making decisions for the department. · Oversight of opening new investment accounts, client presentations and account services. · Assist with day-to-day operations and office related tasks as needed · Provide reception support Qualifications: · 4+ years of financial services experience · Forward thinker with proactive mindset · Solid organizational and time management skills · Excellent verbal and written communication · Committed, accurate, detail-oriented and dedicated individual · Preferred Series 7 or 99 licensed Additional Abilities · Problem-solving skills with the ability to analyze trends and identify and communicate problems or concerns. · Demonstrate confidence, skill, and professionalism needed to resolve critical issues in a manner that strengthens the client relationship and mitigates risk for the firm. · Executes with a sense of urgency, a drive to make an impact, and a high level of self-confidence. · Must be able to work well in high pressure situations and elevated workloads. · Desire and ability to actively and positively contribute within a highly collaborative team setting · Willingness to remain responsive and flexible in a dynamic environment · Ability to engage partners internally and externally in a professional and productive manner to maintain a high level of performance and service Aegis Capital Corporation, Member: FINRA/SIPC, EOE/M/F/D/V/SO