We're looking for a motivated and customer-focused insurance sales Representative to join our team. In this role, you'll help cleitns find the right insurane solutions to protect what matters most-whether it's their life, property or business. You'll build relationships, offer expert advice and guide customer through the sales process from start to finish.
Jr. Mortgage Processor, must input loans into the system and follow up with clients and third party vendors, insurance, title, appraisal companies etc.
We want someone who’s capable of handling emails, sending and receiving mails, manage our contact list, make and respond to calls from our customers, attending to our customers in person. One or two of this will be assigned to you as a new worker.
Job Title: Financial Analyst (Part-Time) Location: Cleveland, OH (Hybrid) Duration: 12 months contract (20-25 hours per week) Internal Id: 25-33403 Pay Rate: $25 - $27/Hr on W2 Industry: Banking and Finance Job Description: - Responsible for preparing quarterly update reports for each portfolio investment to monitor the performance of existing private equity investments on an ongoing basis - Analyzing and spreading financial statements and preparation of supporting analyses necessary to document appropriate valuation of portfolio investments. - Monitoring portfolio company performance and preparing tracking reports for use by senior management in managing the business - Tracking deal flow and marketing activity and preparing activity reports - Special projects and monthly/quarterly reports as directed by senior management. ** Responsibilities:** - Impact/Function this role has within the bank/LOB: part time resource to assist in portfolio monitoring activities. - Prepare, examine or analyze accounting records, financial statements or other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards. - Develop, maintain, and analyze budgets, preparing periodic reports that compare budgeted costs to actual costs. - Develop, implement, modify, and document recordkeeping and accounting systems. - Compute taxes owed and prepare tax returns, ensuring compliance with payment, reporting or other tax requirements. - Perform other duties as assigned. Skills: - Microsoft Office Suite particularly PowerPoint and Excel, experience/knowledge with accounting concepts and financial analysis - Verbal and written communication skills. - Attention to detail. - Critical thinking. - Ability to work independently and manage one’s time. - Ability to apply accounting and mathematical principles to work as needed. - Ability to analyze business trends and project future revenues and expenses preferred. - Knowledge of legal and company policies, procedures and regulations as related to accounting. - Previous experience with computer applications, such as Microsoft Word, Excel and PowerPoint, and any other related accounting software. ** Education:** - Bachelor’s degree in accounting or related financial discipline required. An advanced degree in a financial discipline is preferred. About US Tech Solutions: US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit www.ustechsolutions.com. US Tech Solutions 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, or status as a protected veteran.
Payroll accountant
Primerica is a leading financial services company headquartered in Duluth, GA, operating throughout the U.S., Canada, and the territories of Puerto Rico and Guam, with more than 46 years of experience This is a part / full time on site role as a Financial Representative located in New York, NY. The Financial Representative will be responsible for providing financial planning services, insurance solutions, retirement planning advice, and investment guidance to clients on a daily basis. At application/ messages send resume for your review. If you do not have a resume please put your best contacts
Seeking Bookkeeper: In person Part Time Experienced BOOKKEEPER Flexible Hours Proficient in QuickBooks Monthly Bank Reconciliation Maintain Accounts Payable Preparing Information for Accountant Organizational Skills Ability to work independently Dependable with positive attitude