Broker assistant jobs in North Bergen, New JerseyCreate job alerts

A registered broker-dealer is seeking a bilingual Paralegal / Legal Assistant to support its in-house Legal and Compliance team. This role plays a key part in maintaining regulatory integrity, supporting subpoena and inquiry responses, and ensuring timely regulatory filings across the organization. This is an excellent opportunity for a detail-oriented professional looking to gain hands-on experience within a regulated financial services environment. Responsibilities • Review, track, and manage subpoenas and regulatory inquiries from SEC, FINRA, and other regulatory authorities, • Draft responses, coordinate documentation, and ensure compliance with regulatory deadlines, • Assist in preparing legal documents, regulatory filings, disclosures, and required reports, • Partner with Compliance, Operations, and Risk teams to address legal and regulatory matters, • Monitor and manage calendars and key filing deadlines, • Oversee legal invoice processing and document organization, • Provide administrative support to the Legal department, including maintaining records and coordinating with internal stakeholders Qualifications • Must be bilingual in Chinese and English (listening, speaking, reading, and writing required, • Bachelor’s degree in Legal Studies, Business Administration, Finance, Economics, or related field, • Prior experience in paralegal, legal support, compliance, or administrative roles preferred, • Strong research, writing, and analytical skills, • Highly organized with strong attention to detail, • Ability to manage multiple priorities in a fast-paced, regulated environment, • Strong interpersonal and communication skills

Akkodis is seeking a Paralegal Assistant Mandarin for a Fulltime position with a client located in New York City NY (3 days per week onsite). Salary Range: $60k to $80k/ Year(The salary may be negotiable based on experience, education, geographic location, and other factors) Title: Paralegal Assistant - Mandarin Location: New York City NY (3 days per week onsite) As a Paralegal/Legal Assistant, you will support our in-house legal team by ensuring compliance with relevant laws and regulations. You will work closely with various departments to ensure regulatory compliance, gaining valuable experience in broker-dealer regulations while contributing to the firm’s success. Education and Experience: • Must be bilingual in Chinese and English, with proficiency in listening, speaking, reading, and writing., • Bachelor’s degree in legal studies, business administration, finance, economics, or a related field;, • Previous experience in a paralegal, administrative, or compliance-related role is preferred, but not required;, • Excellent research, writing, and analytical skills., • Ability to work independently and collaboratively in a fast-paced environment., • Detail-oriented with strong organizational skills and the ability to manage multiple projects simultaneously., • Excellent interpersonal and communication skills, with the ability to interact effectively with internal stakeholders. Benefits include but are not limited to: • Medical/Dental/Vision, • 401K The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: · The California Fair Chance Act · Los Angeles City Fair Chance Ordinance · Los Angeles County Fair Chance Ordinance for Employers · San Francisco Fair Chance Ordinance

Job Description The Executive Personal Assistant (“EPA”) serves as the right hand to the Team Lead, supporting both professional and personal priorities with discretion, urgency, and foresight. This role is designed to protect KJ’s time, streamline decision-making, and ensure that both business objectives and personal responsibilities are handled seamlessly. Success in this role means anticipating needs before they arise, keeping a real-time grasp on everything KJ has in motion, and continuously aligning her calendar, priorities, and energy toward her highest and best use—with a primary emphasis on business development, brand building, and revenue-generating activities. This is a high-trust, high-responsibility role for someone who thrives in a fast-paced environment, enjoys complexity, and takes pride in being indispensable. Compensation: $75,000 - $80,000 yearly Responsibilities: • Support an executive with meeting preparation and take minutes, • Make sure executive schedules including travel arrangements, itineraries, and team meetings, are organized and up-to-date, • Act as the main point of contact the high-level executive, • Ensure basic bookkeeping duties are completed, • Own and manage KJ’s business calendar, ensuring accuracy, confirmations, prep time, and strategic flow, • Manage all business email accounts, including prioritization, flagging, drafting responses, and follow-ups, • Maintain and actively manage KJ’s project list and live to-do list, ensuring nothing slips through the cracks, • Coordinate and manage travel logistics (domestic & international), • Support and manage speaking engagements, panels, appearances, and media opportunities, • Ensure KJ is fully prepped and on time for all professional commitments, • Serve as a central point of coordination between KJ and internal team members when appropriate, • Assist with planning and execution of professional and personal events, • Coordinate logistics, including calendars, venues, vendors, guest lists, RSVPs, travel, and run-of-show, • Track timelines, deliverables, and follow-ups related to events, • Maintain awareness of and assist in managing family and personal calendars, • Coordinate personal appointments, commitments, and key dates, • Ensure KJ is reminded of and attends important personal and family events, • Serve as a trusted coordinator across personal vendors, service providers, and family-related logisticsQualifications:, • Must have graduated high school or received an equivalent certificate of completion, • Excellent communication skills, time management skills, interpersonal skills, and organizational skills, • At least 2+ years of experience as an executive assistant, or experience performing supportive duties, • Must be comfortable using Microsoft Office, • Accustomed to working on strict deadlines and handling confidential information, • Experience in providing executive-level administrative support in a fast-paced environment, • Ability to manage complex calendars, including scheduling meetings, travel arrangements, and itineraries, • Proven track record of maintaining confidentiality and handling sensitive information with discretion, • Proficiency in office software, including word processing, spreadsheets, and email management, • Ability to anticipate needs and proactively address potential challenges before they ariseAbout Company Meet the Kirsten Jordan Team — a purpose-built collective of elite professionals. Our team embodies NYC real estate excellence, blending boutique service with large-firm expertise. Kirsten, a seasoned broker with a billion in sales, sets the tone for a high-flying and gracious culture. Learn more about KJ Team: New York City Real Estate - Kirsten Jordan Team

The Assistant Controller is a key member of the Finance team at a self-clearing broker-dealer, responsible for both general accounting functions and regulatory financial reporting. The Assistant Controller works closely with Finance leadership, Operations, and Compliance and plays an active role in

Job Title: Assistant Controller.Manage accounting team with direct report to VP of Finance.Accounts receivable collections.Prepare prequalification's for clients and prospective clients.Prepare weekly accounting reports.Prepare subcontract applications for payments.Coordinate with broker COI request

A registered broker-dealer is seeking a bilingual Paralegal / Legal Assistant to support its in-house Legal and Compliance team. Prior experience in paralegal, legal support, compliance, or administrative roles preferred. Partner with Compliance, Operations, and Risk teams to address legal and regul

Job DescriptionBroker Assistant – E&S Wholesale Brokerage | Manhattan Top E&S wholesale brokerage is seeking a Broker Assistant to join our growing team in Manhattan. This is a hybrid role with 3 days per week in the office, supporting our brokers with day-to-day processing and policy administration. Key Responsibilities: • Process binders, endorsements, policies, certificates, and other policy documentation with accuracy and efficiency., • Assist brokers with quote preparation, submission follow-up, and carrier communications., • Handle policy servicing responsibilities throughout the policy term, including renewals and cancellations., • Coordinate with retail agents, carriers, and internal teams to ensure smooth transactions and excellent service., • Maintain organized files and ensure compliance with underwriting and documentation requirements., • 2-3 years of insurance experience (wholesale brokerage preferred; carrier or retail agency experience also considered)., • Strong understanding of E&S or commercial lines products and processes., • Excellent organizational skills with keen attention to detail., • Strong communication skills and ability to multitask in a fast-paced environment., • Competitive salary: $80,000 - $100,000 (based on experience), • Hybrid work schedule (3 days in office), • Excellent benefits package, • Opportunity to grow with a leading E&S wholesaler

Job Description Location: New York preferred, but open to remote GoRascal is a New York City-based mortgage brokerage that’s building the happiest home for loan officers. In 2023, we were the 13th-ranked brokerage in the country by loan volume. With our core values of radical communication, building expertise, and dependability, we’re looking to provide a second-to-none experience to our customers by way of our team of loan experts. In 2023, we added over 100 loan officers. As we continue to grow, we are looking for a dynamic and motivated Loan Officer Assistant to join our team. Description - Mortgage Loan Processor GoRascal is growing quickly, and we are eager to add to our loan processing team! With our core values of radical communication, building expertise, and dependability, we’re looking to provide a second-to-none experience to our customers by way of our team of loan experts. Compensation- $63,400+ Compensation: $63,400+ Responsibilities: • Calculate income and assets, and have an understanding of how to structure a loan, • Stack and submit clean, organized, and complete files, • Request clear conditions and communicate incredibly well with borrowers, underwriters, and realtors, • Partner with loan officers to ensure loans are structured correctly and comply with underwriting guidelines, • Managing the loan pipeline and ensuring the timely completion of documentation, • Maintain effective communication and provide regular updates to clients, real estate agents, and attorneys involved in the loan process, • Deliver exceptional customer service to address inquiries and resolve issues during the loan processQualifications:, • 2+ years of experience as a Loan Officer Assistant, Loan Processor, Loan Officer, or similar position, • Ideally mortgage broker channel experience, • Licensed Mortgage Loan Originator a plus, or willingness to become licensed, • Ability to calculate income and assets and structure loans effectively, • Deep knowledge of Fannie, Freddie, FHA, and VA guidelines, • Familiarity with DU and LP, • Exceptional organizational skills and attention to detail, • Strong communication skills and the ability to work well with othersAbout Company GoRascal is a New York City-based mortgage brokerage that’s building the happiest home for loan officers. We are currently a top 10 mortgage brokerage in the country by loan volume.

Job Description Who We Are: Alpaca is a US-headquartered self-clearing broker-dealer and brokerage infrastructure for stocks, ETFs, options, crypto, fixed income, 24/5 trading, and more. Our recent Series D funding round brought our total investment to over $320 million, fueling our ambitious vision. Amongst our subsidiaries, Alpaca is a licensed financial services company, serving hundreds of financial institutions across 40 countries with our institutional-grade APIs. This includes broker-dealers, investment advisors, wealth managers, hedge funds, and crypto exchanges, totalling over 9 million brokerage accounts. Our global team is a diverse group of experienced engineers, traders, and brokerage professionals who are working to achieve our mission of opening financial services to everyone on the planet. We're deeply committed to open-source contributions and fostering a vibrant community, continuously enhancing our award-winning, developer-friendly API and the robust infrastructure behind it. Alpaca is proudly backed by top-tier global investors, including Portage Ventures, Spark Capital, Tribe Capital, Social Leverage, Horizons Ventures, Unbound, SBI Group, Derayah Financial, Elefund, and Y Combinator. Our Team Members: We're a dynamic team of 230+ globally distributed members who thrive working from our favorite places around the world, with teammates spanning the USA, Canada, Japan, Hungary, Nigeria, Brazil, the UK, and beyond! We're searching for passionate individuals eager to contribute to Alpaca's rapid growth. If you align with our core values—Stay Curious, Have Empathy, and Be Accountable—and are ready to make a significant impact, we encourage you to apply. About the CEO Yoshi Yokokawa is Co-Founder and CEO of Alpaca. With experience across investment banking and entrepreneurship, he leads Alpaca's mission to democratize financial services through developer-centric platforms. He has been recognized internationally, including selection as an Endeavor Entrepreneur. Role Summary We are seeking a highly proactive Executive Assistant to serve as a strategic partner and force multiplier to the CEO. This role goes beyond administrative support — you will protect the CEO's focus, manage complex global priorities, and drive cross-functional accountability in a fast-moving fintech environment. You operate with sound judgment, high emotional intelligence, operational rigor, and discretion — anticipating needs, eliminating friction, and ensuring execution without bottlenecks. Key ResponsibilitiesStrategic Calendar & Time Management • Own and optimize the CEO's calendar across global time zones, aligning time to highest business priorities., • Protect deep-work blocks, investor meetings, regulatory discussions, off-sites, and strategic engagements., • Prepare high-quality briefing materials and pre-reads., • Anticipate conflicts and rapidly reprioritize based on urgency and impact., • Act as a strategic gatekeeper — distinguishing urgency from noise and protecting executive leverage.Executive Communication & Inbox Ownership, • Serve as primary point of contact for internal leaders and external stakeholders (investors, board members, regulators, partners, senior customers)., • Fully triage and manage a high-volume global inbox; draft, delegate, and maintain a zero-lag follow-through system., • Draft and refine high-impact communications aligned with the CEO's voice and Alpaca's mission., • Ensure timely escalation of critical decisions and commitments.Board, Leadership & Stakeholder Coordination, • Coordinate board and leadership materials, including agendas, logistics, minutes, and action tracking., • Support flow of sensitive information with strict confidentiality., • Interact professionally with C-suite executives, investors, regulators, and enterprise stakeholders.Project Coordination & Cross-Functional Execution, • Track CEO-level initiatives and action items; drive accountability across teams., • Support strategic initiatives including investor relations, partnerships, global licensing, customer escalations, and executive planning., • Maintain dashboards, documentation, timelines, and status updates to ensure execution without bottlenecks., • Proactively identify risks, blind spots, and operational inefficiencies.Operational Excellence & Systems Optimization, • Improve executive workflows, communication systems, and internal processes to increase scale and velocity., • Coordinate NDAs, vendor onboarding, presentations, and operational infrastructure., • Build reliable systems for meetings, decisions, and stakeholder management., • Recommend process improvements that enhance executive productivity.Global Travel & Event Management, • Plan and execute complex multi-country travel, including visas, budgets, contingency planning, and regulatory or board meetings., • Support participation in high-profile industry events and external engagements.What Success Looks Like, • The CEO's time is focused on the highest-value activities., • Communication across teams and stakeholders is timely, clear, and frictionless., • Projects under the CEO's remit remain on track and well-managed., • External partners experience a responsive, professional executive office., • The EA anticipates needs and executes independently with minimal direction.Goals & Performance Indicators, • Executive Responsiveness: 95% of priority emails and stakeholder communications addressed within 1 business day., • Calendar Precision: Maintain <5% scheduling conflicts or preventable reschedules per quarter., • Execution Reliability: ≥98% of tracked action items and commitments delivered on time., • Travel & Logistics Accuracy: 100% adherence to executive preferences, budgets, and timelines., • Stakeholder Satisfaction: ≥85% executive and leadership satisfaction with support effectiveness., • Presentation & Materials Quality: Consistently deliver high-quality executive materials on time, meeting clarity and professionalism standards.Who You AreExperience, • 5+ years supporting C-suite executives in technology, fintech, financial services, or high-growth startups., • Experience operating in fast-paced, globally distributed environments., • Experience working with senior external stakeholders (investors, regulators, enterprise clients)., • Bachelor's degree preferred.Skills & Traits, • Japanese language (spoken and written) proficiency preferred, • Exceptional written and verbal communication., • Strategic thinker with strong prioritization and judgment., • High emotional intelligence; skilled at navigating sensitive, high-stakes contexts., • Operates independently and anticipates needs before they arise., • Meticulous, detail-oriented, and highly organized., • Comfortable managing confidential information and complex decision environments., • Able to context-switch, manage ambiguity, and maintain composure under pressure., • Proactively supports executive goals, objectives, and KPIs.Technical Proficiency, • Strong proficiency in Google Suite, Slack, Confluence, JIRA, and Microsoft Office (Word, Excel, PowerPoint, Outlook)., • Strong presentation-building capability., • Quick to learn and adopt new systemsHow We Take Care of You:, • Competitive Salary & Stock Options, • Health Benefits, • New Hire Home-Office Setup: One-time USD $500 Recruitment Privacy Policy

Job DescriptionMortgage Loan Officer Wholesale Non-Delegated Lender Company: Tag Lending Group, LLC Location: Remote (Nationwide) Employment Type: W-2 Only Minimum Production: $1,000,000 funded monthly We Dont Just Originate, We Automate. Lets TAG TEAM This Deal. At Tag Lending Group, youre not just another MLO. You're stepping into a platform built for performance, designed to help you win every deal, work smarter, and scale fast without friction. We give you a large sandbox of 60+ investors, pricing exceptions, direct lending relationships, and automation so dialed in, youll wonder how you ever closed loans before. About the Role This is not a retail branch job. Its a direct pipeline into a non-delegated lending platform with pricing control, investor flexibility, and speed to close. If you're tired of bloated operations, capped comp, or fighting over rates, this is where you reset the game. Tag Lending Group gives you access to over 60 investors, full back-end support, automation that works for you, and tech that doesnt just sit there, it closes deals. Why Join Us? 1. Access to over 60 wholesale investors no overlays, no rate wars, just flexibility to win, 2. Exception pricing available through our investor network, Youll NEVER Lose a deal again!, 3. Same-day approvals, 14-day closings from submission to CTC, 4. Proprietary Roadmap to Homeownership for a frictionless borrower experience, 5. Pre-underwriting, setup, and contract processing support included, 6. We provide weekly cheat sheets for Realtors, and we help build a Realtor database for you, 7. Yield more on every loan, Tag delivers 40 to 150 Basis Point advantage over brokers and direct lenders., 8. Weekly playbooks and live coaching from producers whove closed $100M+, 9. Certified HubSpot Partner your CRM, CMS, and automation is built with the #1 AI-driven platform in the country, 10. Total pricing flexibility: we DO NOT lose deals, 11. $299 per month covers everything: • HubSpot Enterprise CRM/CMS, • Arive LOS, • Slack Pro, • Box Cloud, • 180 BPS on self-generated business (This is up to 225BPS depending on your Company Margin Agreement each quarter), • 100 BPS on company-provided leads, • 70 percent of net on DSCR, Fix & Flip, and commercial, • Lock and structure deals inside Arive, • Manage all lead activity and follow-up inside HubSpot CRM, • Use AI automation to drive follow-through with Realtors and borrowers, • Communicate with your ops team through Slack, • Close clean files using our 14-day workflow, • Handle Conventional, FHA, VA, USDA, Jumbo, Non-QM, DSCR, and Private lending programs, • Active NMLS license (good standing), • Minimum 2 years of origination experience, • Minimum production of $1M per month, • Working knowledge of multiple loan products, • Strong follow-up and CRM discipline, • Tech fluency in Arive, HubSpot, Slack, Box, and Outlook Solid follow-up discipline (we expect 8/10 or higher) Must be proficient with digital systems, including HubSpot, Arive, and Slack Experience with purchase business preferred Where Were Licensed: We are currently licensed in: Lender: FL, SC, TN, TX, GA, MI, NM Broker: NJ, CT, PA, NC Why TAG is Built Different • We are certified partners with HubSpot, the #1 CRM and CMS in the country, fully integrated into your daily workflow., • Our automation reduces man-hours by over 60 percent! THE FUTURE IS DIRECT TO CONSUMER, HENCE AMAZON!, • You dont chase documents; our system handles it, • You dont operate alone; our back-end team is always live, • You dont compete against retail, you outperform it We dont wait for the industry to change; we build the future ourselves. We're not another retail lender; we're the Amazon of mortgage lending. Click. Click. Closed. Just like Amazon Click. Click. Delivered Same-Day! Ready to Apply? Follow These Steps Step 1: Watch this short video introduction WATCH VIDEO Step 2: Complete the hiring assessment COMPLETE ASSESSMENT Step 3: Learn how we operate before speaking to our CEO WHY CHOOSE TAG? Lets TAG TEAM This Deal. Apply today and get the platform youve always deserved. This is a remote position.

Job DescriptionThe Role: Senior Assistant, MortgageOverview This is an opportunity for a sharp, dynamic, and highly organized Senior Mortgage Assistant to work alongside a successful residential mortgage broker. The role is based in New York City, with hybrid or remote flexibility for the right individual. The ideal candidate has exposure to real estate and understands the fundamentals of co-op and condo transactions. You will serve as a key point of contact for clients, managing agents, real estate agents, and third-party stakeholders, ensuring each transaction moves smoothly from application through closing. This is a great role for someone who enjoys being client-facing, is confident picking up the phone, is proactive rather than reactive, and genuinely enjoys problem-solving and fitting all the pieces together. You will receive training and mentorship from your broker while maintaining autonomy and ownership over your work. Responsibilities * Serve as a primary point of contact for clients throughout the mortgage process * Communicate regularly with managing agents, real estate agents, attorneys, and other third parties * Collect, review, and organize all required documentation for each transaction * Identify missing or incorrect information and proactively obtain corrections * Ensure all paperwork is accurate, complete, and submitted in a timely manner * Track deal progress and anticipate next steps to keep transactions moving forward * Provide high-touch client service and support throughout the process Qualifications * Excellent written and verbal communication skills * Strong phone etiquette and comfort speaking with clients and professionals * Highly organized with strong attention to detail * Client-focused with a genuine desire to help others * Willingness to go the extra mile to ensure a successful closing * Proactive, solutions-oriented mindset * Tech-savvy and comfortable using multiple software platforms * Real estate experience a plus * Sales support or transaction coordination experience a plus Compensation & Benefits * Base salary: $60,000–$75,000, plus bonus tied to broker performance * Full benefits package * 401(k) * Hybrid or remote flexibility for the right candidate * Access to a beautiful Midtown Manhattan office

Broker/Dealer Margin Manager Assistant, Officer. An individual with 5+years securities industry experience working within broker dealer margin departments. Manage break resolution with executing brokers.

Job DescriptionAbout the Opportunity This is an opportunity for an experienced and motivated Assistant Leasing Manager for an on-site position at a Class A Luxury On-Site Porfolio. The Assistant Leasing Manager will drive the performance of their assigned properties and play an integral role on a growing leasing team, and work alongside the Leasing Manager and a team of leasing agents. Strong attention to detail and experience in real estate is essential. A New York Real Estate Salesperson License is required. The successful candidate possesses expert knowledge of rent stabilization laws and leases (not a must, but a plus!) About the Company Our client is a Class A multifamily owner/operator/developer with over 5000 units in Manhattan, Queens and Brooklyn, NY. A leader in the NYC real estate landscape, the developer owns, manages, and maintains all of their leasing and marketing efforts in-house. Responsibilities: Leads on-site team to effectively manage activities related to apartment rentals including marketing, leasing, reputation management, and maintaining good customer relations with current residents, prospective residents, and the brokerage community Continue to meet with prospective residents, identify their needs, show homes and property amenities, quote established rents and concessions, and strong follow-up Execute the tasks necessary to accomplish leasing goals, monitor occupancy of the property, and strategize to meet budgeted goals Oversee negotiations and review/approve offers (escalated to Leasing Director as needed) Applications: Oversee lease packages and ensure all team members submit for verification in proper form to the verification team CRM: Diligently track prospect information to ensure data is complete and accurate. Ensure the team is responding promptly, and proactively pursuing leads and that all marketing reports are properly reporting traffic, agent deals, etc Listings: Review, approve, and oversee listings to ensure they are all optimized, accurate, and appropriately rotated Monitor competitive market landscape and collect detailed market comparables as directed Manage availability sheets and ensure accuracy, including biweekly audits in Yardi to ensure all vacancies are reported Ensure the team is updating the turnover report as needed and apartments are shown in good condition. Report issues accordingly Work with property management teams to track and maintain renovation reports Approve accurate broker commission documentation, before the team submits it to AP Interview, onboard, train, and coach new staff and ensure all policies and procedures are followed Compile and present monthly reports to senior leadership and discuss market information and trends with the Leasing Director and Marketing Department Inspect weekly reports and ensure all appropriate data is entered Schedule appointments and follow up with all clients Assist clients in the application and lease signing process Assist with coordinating client move-ins after lease signing Post Ads as needed Qualifications: At least 5 years of experience in a similar role NYS Real Estate License required Bachelor’s degree or higher Excellent verbal and written communication skills and excellent interpersonal skills Amiable demeanor with a focus on exceptional service and effective communication Experience with property management and leasing software preferred Ability to learn new systems in a changing environment Proficient in Microsoft Excel and Word Ability to work independently and in a team environment Administrative skills with attention to detail Job Type: Full-time, 5 days a week with at least 1 weekend day Salary: $60,000 - 65,000 BASE SALARY + commissions = All in $110,000-120,000 Experience level: 5 years

Job Description Purpose of Position: The primary function of the Quality Management Outreach Specialist is to provide support for internal and external requirements related to improving Metro Plus Health Plans quality performance in its programs. This includes supporting processes related to collecting, maintaining and compiling data received for incorporation into Plan reporting. The position serves as a Quality Management member liaison, working to address members needs. The primary focus is outreaching to members to administer a Health Risk Assessment (HRA) and subsequently responding to identified needs, data entry of assessments, maintenance of tracking process and reports, and implementation of treatment plans by linking member to appropriate clinical and social services. This position will support additional ad-hoc outreach efforts to both members and providers to assist with connecting members to clinical services. Scope of Role & Responsibilities: Administer Health Risk Assessment to members as needed. Handle requests for care coordination, assessing the request, the members needs, and facilitating appropriate interventions and follow up. Maintain accurate and complete documentation of required information in compliance with risk management and regulatory requirements. Assist member with basic benefit information. Assist members with appointments for specialists, educational classes, and transportation. Perform data entry of medical information; maintain tracking process and reports. Assist Quality Management personnel to coordinate members appointments, equipment, social services, and home health needs. Participate in team meetings. Attend Metro Plus events whenever required. Promote communication with the Care Management team and other internal departments to ensure members receive needed services and to foster member satisfaction. Alert the appropriate Team Lead when members share clinical issues that need to be addressed. Comply with all orientation requirements, annual and other mandatory training, organizational and departmental policies and procedures and actively participate in the evaluation process. Share observations and provide feedback regarding workflow to ensure continuous quality improvement. Maintain professional competences as a Quality Management Outreach Specialist. Perform other duties as assigned This is the pay range that Right Sourcing reasonably expects to pay someone for this position, however, as a supplier your expected pay range may vary and/or include certain benefits like: Medical, Dental, Vision, 401K [include any compulsory benefits such as commissions, incentive bonuses, etc. if applicable]. Skills: One year of managed care experience preferably in Care Coordination Experience working with the health needs of the population served. Experience as a Medical assistant or Licensed Vocational Nurse is a plus. One or more years of experience in the medical field. Managed Care Experience a plus. Strong customer service skills to coordinate service delivery including attention to members/caregivers, sensitivity to concerns, proactive identification and rapid resolution of issues to promote positive outcomes for members. Demonstrated ability to communicate effectively, problem solve and work effectively with people. Bilingual candidates who are fluent in Spanish, Haitian Creole and/or Russian are strongly preferred. Working knowledge of medical terminology and abbreviations. Proficiency with computers navigating in multiple systems and web-based applications. Confident, autonomous, solution driven, detail oriented, high standards of excellence, nonjudgmental, diplomatic, resourceful, intuitive, dedicated, resilient and proactive. Good interpersonal skills/team skills Understanding and appreciation for confidentiality Ability to work in a fast-paced environment Excellent time management and organizational skills Ability to prioritize and manage changing priorities under pressure Must know how to use Microsoft Office applications including Word, Excel, and Outlook. Professional Competencies: Integrity and Trust Customer Focus Functional/Technical/Analytical Skills Teamwork Written/Oral Communications Education: High school diploma or GED required Bachelors Degree preferred Schedule Notes: Metro Plus Medicare Sales Representative Position Type: Field-Based (Hours may vary based on business needs) License Requirement: New York State Accident & Health Insurance Broker License (NYS Life Insurance License also required) Expenses: No reimbursable expenses Overview Licensed New York State Health Brokers supporting Medicare Open Enrollment through in-person outreach and member engagement across the five boroughs. Representatives play a key role in promoting Metro Plus Healths Medicare plans and assisting prospective members with the enrollment process. Scope of Work Conduct field-based outreach and enrollment activities at community events, hospitals, senior centers, and other designated sites. Educate and engage prospective members on Metro Plus Healths Medicare offerings. Support Medicare enrollment initiatives and ensure compliance with all applicable guidelines. Provide coverage and support across all boroughs as needed. Travel to assigned locations and events as required. Open Enrollment Period Currently active. Assignments expected to continue through March. Extensions will follow standard approval and extension processes. Experience & Skills Minimum: 2 years of managed care or related healthcare experience. Strong communication and customer service skills with the ability to engage diverse communities. Bilingual candidates preferred: Spanish, Haitian Creole, or Russian. Must be comfortable working independently in the field and representing Metro Plus Health professionally.

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description Oppenheimer & Co. Inc.’s Private Client Division is currently seeking a Registered Client Service Associate to join our Private Client Division in New York. The RCSA's primary responsibility is to support Financial Advisors in sales, marketing and day-to-day operations of a growing wealth management practice. This role requires superior interpersonal and multi-tasking skill sets. The candidate should be able to operate independently as well as a member of a small team. This role will assist in performing a variety of daily tasks so that the team grows their business, runs smoothly, and meets service excellence standards. Responsibilities • Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and advisors, • Quickly develop knowledge of a variety of forms and account procedures in order to assist clients, • Learn to utilize research and technical support tools, • Produce quality analytical reports using various software programs, • Promote Firm services by enhancing relationships with advisors through timely and accurate responses to questions, • Act with integrity and respect in all situations, • Cultivate and grow existing client relationships, • Assist with marketing efforts and plan client events, • Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments, • Demonstrate initiative and desire to increase knowledge of rules, regulations and concepts, • FINRA Registrations: Series 7 and 63/65 (or 66) required (within first three months of hire), • 2+ years’ experience working as a sales assistant/CSA in a corporate/brokerage environment, • Possess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook), and can quickly learn internal software programs, • Must be a team player with an energetic, positive disposition seeking growth and opportunity to expand the role, • Must be able to maintain the highest level of confidentiality, • Demonstrate strong accuracy and thoroughness in all facets of daily work and possess superb organizational skills, • Able to interface and articulate well with all levels of employees, management and clients in a highly professional, timely and friendly manner, • Able to meet designated deadlines and work effectively in a pressurized environment under time constraints For job postings in New York State, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the State of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $55,000.00 - $60,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus