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Job Description Kickstart your finance career with a team that’s ready to help you grow. We’re looking for a motivated, detail‑driven early‑career professional to join our Finance team as a Deduction & Bill Back Specialist. This is an entry‑level contract role, perfect for recent graduates or students currently pursuing a bachelor’s degree in Finance, Accounting, Business, or related fields. If you’re eager to learn, excited to work cross‑functionally, and ready to build real‑world experience inside a fast‑paced organization, this is a strong opportunity to launch your career. What You’ll Do • Verify and investigate customer account discrepancies by collaborating with Sales, Consumer Insights, Customer Operations, and customers directly., • Research customer chargebacks and credit requests with accuracy and curiosity., • Use Blue Planner to match bill‑back payments and promotional deductions., • Identify missing or incomplete promotional setups and partner with Sales & Consumer Insights to resolve them., • Categorize non‑promotional claims accurately within Blue Planner., • Gather Proofs of Delivery to validate or dispute shortage or damage claims., • Request repayment on unauthorized deductions., • Recommend adjusting entries for valid deductions to the Accounting Operations Assistant Manager., • Maintain organized bill‑back documentation for Finance and Audit teams. What You Bring • Associate degree required; bachelor’s degree completed or in progress in Finance, Accounting, Business, or related fields strongly encouraged., • Prior experience in deductions or claims is a plus, but not required — we welcome early‑career applicants., • Strong attention to detail and organizational skills., • Ability to multitask and thrive in a fast‑moving environment., • Self‑starter mindset with solid judgment and problem‑solving instincts., • Flexibility to adapt to changing priorities and occasional varied hours., • Proficiency with SAP, Microsoft Office, and trade promotion tools (Blue Planner experience is a bonus).

Job DescriptionPrestige Consumer Healthcare is a company that focuses on product innovation and quality in the over-the-counter healthcare and women’s health categories to better improve the lives of our customers and their world. For generations, our trusted brands have helped consumers care for themselves and their loved ones. We are the largest independent provider of over-the-counter products in North America, and we are constantly improving and creating products that match the ever-changing lifestyles and needs of people and families everywhere. JOB SUMMARY: The Supply Planner is responsible for managing and performing detailed finished goods production planning, inventory management, and purchasing functions within the supply planning team. The role is accountable for all assigned supply management activities for multiple over the counter (OTC) drug and personal care products. This role actively contributes and takes a leadership role within a cross functional team in the discovery, development and delivery to customers of current and newly launched products. This role offers visibility and opportunity to contribute directly to the company's success by achieving target service level goals, inventory levels, launching new products on time, and minimizing finished good and component obsolescence. The Supply Planning Manager has the ability to manage and train Supply Planners, perform data analytics, and recommend and execute process and system improvements. MAJOR RESPONSIBILITES/ACTIVIES: • Performs master production scheduling for assigned brands., • Proficiency in SAP, preferred., • Utilizes SAP MRP for managing supply planning duties. Issues PO’s and forecasts to contract manufacturers., • Develops and maintains safety stock levels for all finished goods., • Responsible for inventory management of all finished goods and select components., • Identifies opportunities for inventory reduction and reduces waste/scrap., • Responsible for over 30 planning fields in SAP master data., • Responsible for S&OP process for assigned brands., • Works with cross functional teams including Marketing, Sales, Strategic Sourcing, Project Management, Product Innovation, Packaging Development, Quality, Regulatory, Tech Transfers, Logistics, and Customer Service., • Participates in project team meetings to update the teams on supply chain management topics., • Coordinates efforts with Sourcing and/or Quality for resolution of supplier issues., • Works with accounting to resolve payment issues, assists in identifying and resolving inventory discrepancies., • Communicates to management and the project team’s material and/or supplier problems that may impact the supply chain along with possible solutions., • Resolves discrepancies with quantity, delivery, cost, and quality proactively and reactively., • Responsible for various weekly / monthly reports., • Ad hoc tasks and analysis per manager’s request.QUALIFICATIONS:, • Bachelor’s degree in a business-related field or supply chain., • Experience with Mergers and Acquisition a Plus., • APICS CPIM or CSCP is desirable., • Requires a minimum of 5 years supply chain planning experience., • Expertise with ERP system, SAP experience a plus., • Written and verbal communication skills including Microsoft Word and PowerPoint., • Intermediate to advanced level in Microsoft Excel., • Six Sigma or LEAN methodologies a plus., • Demonstrated problem solving skills with the ability to work under pressure is necessary to be successful in this role., • Travel: 10% ability to travel via car, plane, rail. LANGUAGE SKILLS: Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public. MATHEMATICAL SKILLS: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry. REASONING ABILITY: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations. PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit. The employee frequently is required to talk or hear. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, and ability to adjust focus. WORK ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.The noise level in the work environment is usually moderate. No Sponsorship: Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time. #HybridWork: We follow a Hybrid work schedule. All applicants must be able to work in our Tarrytown office Tues/Wed/Thurs (remote on Mon/Fri). Work Hours: 40 hours per week. Compensation Range: $85,000 - $105,000 annually Powered by JazzHR HQpnhBxZJb

Job DescriptionProgram DirectorBalanced Martial Arts — Eastchester, NY Most days at Balanced Martial Arts come down to small moments. A parent worried about their kid's focus. A new family trying to figure out if this place is right for them. We need a Program Director for those moments. Balanced Martial Arts has been serving Eastchester and surrounding communities for 25 years. Almost 500 active members. Documented systems for how everything runs. A team of instructors who've been here for years. The right Program Director isn't going to be building any of this from scratch. They're stepping into something that already works, and helping us make it better. This role fits two kinds of people. An experienced martial arts school Program Director who's hit their ceiling and wants room to grow. Or a strong sales and operations person from outside the industry looking for work that actually matters. Here's what the Program Director actually does. They make sure every student is understood, informed, and supported. They're the person parents trust. They're the reason a 500-member school still feels like a family. Career Path: This seat is the natural feeder into a Location Manager role as we grow — with broader influence over operations, team development, and scheduling. Key Responsibilities • Lead Generation, • Enrollment Conversion, • Student Growth, • Student & Family Retention, • Financial & Operational Health, • Facility & Presentation, • Team Leadership, • Social Media & Brand What We're Looking For Must-Haves • 2+ years of experience in sales, customer service, operations, or a client-facing role, • Strong communication and interpersonal skills — especially with parents and kids, • Organized, detail-oriented, and comfortable owning systems and metrics, • Comfortable with technology, • Reliable, accountable, and coachable, • Must pass a background check (we work with minors) Nice-to-Haves • Prior management or supervisory experience, • Martial arts background or personal training experience, • Sales or closing experience, • Comfortable with technology (we use Zen Planner and GoHighLevel; we'll train you). Compensation Base salary: $70,000 – $85,000 per year, commensurate with experience. In addition to base pay, we offer bonuses tied to new student enrollments and program upgrades (Black Belt Club & Leadership Team). Successful team members typically earn total compensation of $90,000 – $110,000+ when targets are met or exceeded. Schedule Our business operates when students and families are available, so evenings and weekends are part of the role. We prioritize a consistent 5-day work week with predictable hours, rather than split or constantly changing schedules. Evenings and one weekend day are a regular part of the role, as these are our highest-impact times for enrollment, student development, and family communication. Schedules are set in advance and remain stable.

Job DescriptionWe’ve built Rowan by rethinking the ear piercing experience from the ground up—prioritizing safety, clinical expertise, and a customer experience that feels both celebratory and trusted. Every piercing is performed by licensed nurses and guided by our Rowan Clinical Piercing Standard® and paired with our hypoallergenic products, setting a clear standard that is differentiated from traditional retail models. Our goal is to create a destination where customers feel confident, cared for, and excited to participate. Rowan’s Demand Planner, reporting directly to the Director of Inventory Management, will be data and process driven and be expected to drive sales growth and profitability using analytics, historical trends, and industry knowledge to help develop item, category, assortment and brand level merchandise sales and buy plans. This role requires the ability to influence both peers and managers at all levels of the business. Accountability for analysis of the business and the development of future strategies that support financial targets is a key component of this role. A successful candidate enjoys working with a team in a fast-paced environment and is passionate about retail. What you'll do: • Develop and maintain strong relationships with inventory and buying departments to deeply understand business performance at the item level., • Collaborate with relevant teams to develop item, category-level and subcategory strategies, enhancing overall business effectiveness., • Develop and maintain accurate demand forecasts by analyzing sales trends, seasonality, promotions, and market intelligence., • Monitor forecast accuracy and identify root causes of forecast errors; implement continuous improvements., • Maintain SKU-level forecast data and support new product introductions and phase-outs., • Prepare and present reports and dashboards on forecast performance, inventory metrics, and demand trends., • Lead Open to Buy (OTB) discussions, identifying and focusing on business drivers, opportunities, and strategic initiatives., • Oversee markdown management and inventory health, including pre-season buying budgets, in-season replenishment, pricing strategies, and procurement forecasts., • Conduct comprehensive financial forecasting, including item-level planning, annual operating plans, and regular forecasts of sales, receipts, gross margin, and inventory positions across various timeframes and categories., • Conduct detailed analyses to support strategic initiatives and regularly review business performance, providing actionable insights and recommendations for improvement., • Understand and anticipate customer behavior and market trends to influence demand and adjust category vision and strategies accordingly., • Perform detailed vendor analysis to support and inform negotiations., • Communicate effectively to align and influence cross-functional stakeholders, ensuring collaboration with Allocation, Finance, Marketing, and Operations teams to meet collective goals., • Drive initiatives aimed at maximizing sales potential and continuously seek opportunities to improve overall business performance., • Run financial modeling to support informed buying decisions, incorporating assumptions, expectations, and known risks., • Ensure structured reporting deliverables are met, evaluating reports for accuracy, performance efficiency, and adherence to best practices., • Provide timely and accurate re-projections based on current trends to effectively manage inventory and drive margin., • Interface with key departments to ensure cross-functional goals are met., • Exhibit initiative to look beyond the everyday business to identify opportunities to maximize sales potential., • Perform all other duties as assigned, demonstrating flexibility and adaptability to changing business needs and expectations.What you bring to the table:, • Bachelor’s degree in Merchandising, Finance, Business, Accounting or similar field or equivalent experience., • 3-5 years’ experience in merchandise planning, inventory management, analytics, planning, business management, omni-channel merchandising, or related area., • Very strong analytically with strong communications and presentation skills; ability to present complex information to various audiences., • Excellent attention to detail, organizational skills, time management, and influencing cross functionally., • Strong executive presence with the ability to partner and challenge simultaneously., • Proficient in Microsoft Applications (i.e., Excel, PowerPoint, Word)., • Entrepreneurial spirit - excited by the challenges that come along with building brands. Full-Time Benefit + Perks:, • Medical/Dental/Vision Health Plans, • Long-term Disability, • Life Insurance, • 401k and Roth IRA Plans, • Paid Parental Leave, • Open PTO policy, • Employee discounts on our amazing products!About Us: Rowan is an innovative ear-piercing and hypoallergenic jewelry brand that brings safety to the forefront with our team of licensed nurses—and celebration to every guest with our joyful approach to piercings and jewelry. Our brick-and-mortar locations across the US also provide a long-overdue alternative to the standard mall piercing. At Rowan, we believe that every ear piercing is a milestone and it should be celebrated. We believe in “Piercing for All”. Check us out on CNBC's How I Made ItCheck us out on the TODAY Show on NBC — How 1 woman is reinventing the ear piercing experience (today.com) How Rowan Has Created a New Pathway for Nurses Important note: Rowan believes in teamwork, collaboration, and diversity. We know our team is stronger together and we commit to staying true to these values as we grow. In a remote setting, interviewing at Rowan may include phone interviews, virtual “on-site” interviews, and on-the-job mock cases. We are committed to run a thorough process for candidates with whom we identify a potential match, and we will do our best to follow-up with each and every applicant! If you’re on the fence, just give it a try! We are an equal opportunity employer and we encourage everyone to apply! Rowan is an equal opportunity employer. All applicants will be considered for employment without regard to race, religious creed (including religious dress and grooming practices), color, national origin (including language use and possession of a driver's license issued to persons unable to prove their presence in the United States is authorized under federal law), ancestry, physical disability, mental disability, medical condition, genetic information, registered domestic partner status, marital status, sex (including pregnancy), sexual orientation, gender, gender identity (including transgender identification), gender expression, age for individuals over forty years of age, military and veteran status of any person, or any other consideration made unlawful by federal, state, or local laws (“protected characteristics”). We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description Prestige Consumer Healthcare is a company that focuses on product innovation and quality in the over-the counter healthcare and women’s health categories to better improve the lives of our customers and their world. For generations, our trusted brands have helped consumers care for themselves and their loved ones. We are the largest independent provider of over-the-counter products in North America, and we are constantly improving and creating products that match the ever-changing lifestyles and needs of people and families everywhere. JOB SUMMARY: The Demand Planner is responsible for planning, coordinating, and managing Forecasting and Demand Planning Systems. Ensures that Forecasting and Demand Planning activities are timely and completed in accordance with established quality standards and procedures. Assists in development and implementation of policies that ensure effective completion of forecasting and demand planning functions. Coordinates closely with related departments to maintain operations schedules and effects necessary changes and revisions. Completes related documentation as required. This position is in relation to acquisition (Trident) MAJOR RESPONSIBILITES/ACTIVIES: Assumes responsibility for the development and implementation of effective Forecasting Department planning, policies, and procedures. • Assists Demand Planning manager and other Senior Management in developing short- and long-term Sales forecasts. Provides suggestions and recommendations to ensure product inventory levels are at an acceptable level and that customers remain in stock on all items including new product launches., • Participates in developing Forecasting Department policies and procedures and ensures that they support and complement Company-wide strategic objectives., • Helps lead the Executive S&OP process, bringing a culture of continuous improvement, • Participates in budget development including monthly, quarterly, and annual sales projections. Assumes responsibility for the efficient, timely, and accurate completion of Forecasting function. • Generates monthly, quarterly, and annual forecasts for assigned Brands and Customers., • Assists in monitoring Forecasting System development. Identifies problems, reports, and resolves them quickly and effectively., • Participates in Forecasting System training including marketing, sales, operations, and finance., • As required assist in writing Forecasting procedure documents and completes related reports and record. Assumes responsibility for maintaining effective communication, coordination, and working relations with Company personnel and management. Job Description • Works closely with third-party distributors and internal departments such as Sales, Marketing, Finance and Operations to produce timely and accurate Forecasts for the business. • Provides assistance and support to related departments as required., • Keeps management informed of area activities and of any significant problems. Assumes responsibility for related duties as required or assigned. • Ensures that work area is clean, secure, and well maintained., • Stays informed of developments and changes in Forecasting techniques and methods. Completes special projects as assigned. QUALIFICATIONS: • Bachelor’s degree in Supply Chain, Engineering, Technology, or related field required. 4 or more years’ experience in demand planning function, experience in supply chain areas desirable. REQUIRED SKILLS/ABILITIES: • Strong understanding of forecasting, demand planning, procedures, and standards., • Use of SAP and APO for forecasting. Knowledge of forecasting and demand planning processes., • Well organized with strong planning and management skills., • Attention to detail, Quality orientation, Able to organize multiple projects, Strong problem solving abilities., • Demonstrated ability to work effectively with others – demonstrates ability to deliver strong business results by working collaboratively with both internal and external resource effectively. Utilizes resources effectively to overcome challenges and achieve business objectives. Takes ownership where appropriate. • Independent priority-setting – prioritizes tasks to maximize impact and results with limited resources and time. Correctly and consistently assesses and prioritizes what is mission-critical, nice to complete, or not central to achieving the goals. • Analytical and problem-solving skills – ability to convert analysis into insights and actionable plans. Able to sort through complex data to identify the core issues and develop a plan of action to resolve them. Resourceful at achieving objectives / results despite obstacles. Comfortable making conclusions with incomplete information. • Strong communication and influence skills – clear, concise, and persuasive in style. Leads thinking of both marketing and cross-functional counterparts and agencies. Ability to build strong and productive relationships with agency, cross-functional teams, and vendors despite differences. • Program management – ensures completion of key deliverables and milestones in a timely and consistent manner. Results are completed with quality, quantity, and consistency., • Results orientation – focuses not only on what needs to be achieved, but also makes sure that it’s done the right way. • Energized by an entrepreneurial environment – not afraid to do things themselves to get things done. Comfortable making decisions with limited information and resources. Self-reliant / proactive and has a pioneering spirit. Takes initiative and follows-through on commitments to achieve results. Travel: 5% ability to travel via car, plane, rail. LANGUAGE SKILLS: Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public. MATHEMATICAL SKILLS: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry. REASONING ABILITY: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations. PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit. The employee frequently is required to talk or hear. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, and ability to adjust focus. WORK ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. No Sponsorship: Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time. #HybridWork: We follow a Hybrid work schedule. All applicants must be able to work in our Tarrytown office Tues/Wed/Thurs (remote on Mon/Fri). Work Hours: 40 hours per week. Compensation Range: $90,000 - $110,000 annually Powered by JazzHR 6ce2O8f7sN

Job Description Are you excellent at managing and retaining B2B accounts? Do you also have strong selling skills for increasing sales within an account? If you answered yes, consider this opportunity with City Wide Westchester! City Wide Facility Solutions is actively seeking an Account Manager for our White Plains, NY location. The Account Manager is an outside, B2B account management and sales position that provides field support including – training, guidance with starting new clients, inspections of Contractor performance and compliance with client requirements, trouble-shooting customer requests/complaints, coordinating site visits, and developing long-term relationships with clients and contractors. Additional responsibilities include managing independent contractors, selling other maintenance services to current clients, negotiating contracts, procuring supplies from clients, and ensuring high client satisfaction. The position is in our White Plains, NY, office as well as in the surrounding counties within the territory for our clients. The Account Manager is responsible for the business operations of an assigned client contracted service area. What you will do... • Manage all aspects of assigned client relationships, including client retention, expansion, and diversification of City Wide building solutions and/or products, • Formulate and manage an effective service strategy and schedule tailored to each client, • Negotiate and enter into agreements with clients for additional services – determine pricing, staffing, and logistics, • Manage all Contractor relationships including – Interview and hire, negotiate pricing and other contract terms, manage agreements, develop service specifications, client compliance, verify Contractor compliance, and remove/replace Contractors as necessary, • Ensure a standard of excellence in quality and client satisfaction, through detailed quality control inspections of client sites and consistent follow through with all promises to clients, • Supervise and direct Night Managers; ensure the client’s strategy is executed and all services are performed correctly, • Promote the sale of, procure, and monitor supplies for clients, • Effectively communicate all client issues with Contractors and the Director of Operations (or owner); promptly address any client issues or problems that arise, • Use City Wide’s CRM to perform client inspections, adding extra charges, NM routing, etc., • Schedule each non-routine activity in client facilities using Outlook, • Update and keep current all Building Information Sheets (BIS), FSM Summary Sheets, and Exhibit A’s. Ensure MSDS sheets for each client serviced in janitor closets are complete, accurate, and that all items are properly labeled, • Notify Sales Executives of potential accounts in your territory, especially new construction, • Develop and implement a plan with the Director of Operations and the Night Managers to resolve any client complaints or deficiencies in service and actively monitor compliance, • Assist Accounting in collecting clients’ past due invoices and payment invoices for Contractors, • Maintain updated route sheets, key/alarm sheets, and monthly planner for each client Requirements • 1+ years outside B2B account management and sales experience, property management, building maintenance or facility management preferred but not required, • 1+ years track record of success in a client retention and growth role, with goals and metrics to support, • Highly detail-oriented and excellent follow-through on commitments, • Positive and outgoing personality; great at building relationships, • Excellent verbal and strong written communication skills, • Proficient in Microsoft Office, knowledge of CRM database, and strong computer skills, • Ability to travel on a daily basis to client locations locally and within 50 miles, • College degree Benefits City Wide offers a competitive compensation package including base salary and uncapped commissions. • $60,000 - $100,000 (base salary + commission), • Automobile allowance, • Paid Time Off and more, • Training and Development More on City Wide... City Wide Facility Solutions is a fast-growing company with over 100 franchise locations across the United States and Canada. Founded in 1961, City Wide Facility Solutions is the largest management company in the building maintenance industry. We have over 60 years in the business and continue to experience high growth and profitability across our franchise businesses. Our culture supports the company’s Mission to create a Ripple Effect by positively impacting the people and communities they serve. Read more about City Wide at www.gocitywide.com City Wide is an Equal Opportunity Employer.

Job Description Position: Associate Wealth Advisor Location: Greenwich, CT Status: Full time, in office Compensation: $120K-$140K We are a boutique, Fairfield County-based fiduciary Wealth Management firm, independently operated and custodied through Raymond James. We help clients make informed financial decisions through comprehensive planning and investment management, working closely with them on retirement planning, investments, cash flow, and long-term financial goals, with an emphasis on practical advice, strong relationships, and a high level of personal service. We take pride in being responsive, thoughtful, and highly attentive to the needs of the individuals and families we serve. Our team is close-knit, working collaboratively to bring our core values to life each day: a client-first approach, integrity, authenticity, humility, and abundance. We are committed to delivering high-quality, high-touch experiences so that every client receives our utmost attention. The Associate Wealth Advisor position is focused on supporting the lead advisor with a secondary responsibility of generating revenue. This position is responsible for the retention of existing client relationships as well as the development of new client connections. The Associate Wealth Advisor opportunity offers strong long term growth potential, including opportunities for additional compensation tied to new revenue generation and a potential future path toward equity participation in the firm. This individual must have strong relationship management skills. They must be reliable, organized and deadline-driven, as well as dedicated, goal-oriented, and able to work well in a self-directed and collaborative environment. The attributes that we look for in teammates include: • A sincere commitment to earning each client's trust by doing what's best for them, • Exceptional listening and communication skills with a genuine curiosity about people, • Strong financial planning knowledge across investments, retirement, tax, and estate topics, • Desire to continuously learn, grow, and mentor junior team members, • Humility and high responsiveness toward client needs, • Natural self-starter with a strong sense of time management and task prioritization, • Careful attention to detail combined with the ability to move work forward efficiently, • Firm commitment to compliance, process, and operational excellence, • Ability to work autonomously within areas of responsibility, as well as collaboratively with the broader team, • Flexibility and openness to new ideas, with a willingness to adapt and innovate, • Strong interpersonal skills, building rapport easily with clients and colleagues, • Desire to be a long-term contributing member of the team and firm Responsibilities Include: • Help individuals meet their unique financial needs and objectives on an ongoing basis:, • Establish and define the client-planner relationship., • Gather data, including goals., • Analyze and evaluate financial status., • Develop and present financial planning recommendations and/or alternatives., • Implement financial planning recommendations., • Monitor the financial planning recommendations., • Analyze the income, assets, expenses, and liabilities of clients as requested and at least once annually to review and update their financial situation and ensure comprehensive goals and objectives are being met., • Recommend plans and products to help clients achieve their goals; identify appropriate investment and insurance solutions: estate issues; tax considerations; retirement planning or business planning objectives., • Comply with all FINRA/SEC/Raymond James compliance regulations; satisfy continuing education requirements. Provide personal client service such as but not exclusive to: • Work effectively with affiliated professionals who also serve as advisors to clients., • Develop and sustain relationships with other in-house professionals and strategic alliances; when necessary, refer clients to strategic allies, such as attorneys, to ensure their needs are met., • Respond to questions and concerns of clients., • Schedule and plan client meetings using the contact management system., • Rebalance client portfolios based on planner's criteria and using appropriate tools., • Remain up to date on industry developments, service, and product enhancements; regulatory issues; client needs or wants; and so forth., • Participate in the firm's investment committee, as appropriate. Qualifications: • Bachelor's Degree in Finance or related field, • Series 7, Series 63, and Series 65 or 66 licenses, • Experience working in small office environments highly desirable, • Ability to convey complex concepts simply, • Strong client facing experience in Wealth Management, • Excellent knowledge and communication of financial planning concepts and terminology, • Excellent knowledge of products such as mutual funds, stocks, bonds, insurances, and annuities, • Comfort with estate planning concepts, identifying client needs, and referring appropriately to estate attorneys and CPAs, while maintaining those relationships as key centers of influence, • Experience handling tax-related questions and working closely with tax professionals on behalf of clients., • Proficiency with computer programs, including MS Office Suite (particularly Excel), Envestnet, Redtail, GPM (MoneyGuidePro white labeled for Raymond James), etc. We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our firm offers and see if it might be an attractive fit for both of us and you. We look forward to meeting you!

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

We are seeking a Part-Time Administrative Assistant to support our school office operations.The role involves a variety of administrative tasks including drafting documents in Japanese and English, communicating with parents (primarily in Japanese) via phone and email, managing data entry and record

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Performs diversified clerical duties related to the operational needs of the office/department.Performs diversified clerical duties which may include, but are not limited to: Typing various correspondence, reports, articles; Greeting and directing visitors; Answering telephones, taking messages, dir

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Westchester Jewish Community Services (WJCS), a nonprofit founded in 1943, has grown to be the largest provider of licensed outpatient community mental health services and one of the largest human service agencies in Westchester County.We provide state-of-the-art programs and services and compassion

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Online Administrative Assistant - Remote.Yonkers, NY, United States Or refer someone Job Openings Online Administrative Assistant - Remote.About the Job Online Administrative Assistant - Remote.Plans, directs, and oversees the development, implementation, and maintenance of the District's comprehens

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Requirements Education: Associate degree in Business Administration or equivalent experience. Business-level Japanese language skills.

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

MV Transportation is seeking an Operations Manager who will provide support, leadership and direction to assigned operating location to ensure delivery of annual business plans.

Provide administrative support to leadership including business related errands, preparing appointments and agendas, maintaining calendar for department head.

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

John's Riverside Hospital is a leader in providing the highest quality, compassionate health care utilizing the latest, state-of-the-art medical technology.Serving the Westchester community from Yonkers to the river town communities of Hastings-on-Hudson, Ardsley, Dobbs Ferry and Irvington, St.John'

Our ideal candidate is a strong multi-tasker, driven, self-directed, productive, pays attention to detail, comfortable learning new computer software and has outstanding customer service skills.Organize meetings, scheduling, follow up, and document.Following up with clients via email and phone in a

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

HELP USA is seeking an Administrative Assistant to provide support services for the Executive Director of one of our shelter locations.Your responsibilities will include:.Preparing reports, presentations, and correspondence as needed using Microsoft Office applications.Managing communications by ema

Executive Administrative Assistant.We are seeking a highly organized and detail-oriented Executive Administrative Assistant to provide administrative support to our President/CEO and the Executive Team.The EAA will manage a wide range of advanced administrative and executive support-related tasks an

The Administrative Assistant provides vital support to a small executive team, managing daily administrative tasks to ensure efficient office operations.This role involves regular scheduled interaction with external clients and partners, requiring professionalism and discretion.The assistant utilize

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Business Insurance, Health Insurance, and Renters Insurance.

A growing dental office is looking for a friendly, highly organized Dental Receptionist to serve as the face of their front desk.This is a key role in a startup practice you'll be the first person patients interact with and the operational anchor that keeps the office running smoothly day to day.If

Performs diversified secretarial duties supporting management and/or a physician.Performs diversified secretarial duties including, but not limited to:.Typing various forms of correspondence.Scheduling appointments, meetings, etc.Transmitting various documents using computer, mail, and/or fax.Mainta

Proactive attitude and willingness to learn and grow with the business.

We are a very busy office and are looking for our next great team member.This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community.We are an established, growth-oriented agency with a team of highly motivated individuals.We w

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Assist the researchers with all aspects of conducting clinical research.This includes proficient computer skills and knowledge of programs.Communication is very important for managing subjects and updating investigators.Monitoring phone calls/emails are necessary.Must be very organized and able to p

We are seeking a professional and reliable Front Office Specialist to join our team in the Yonkers, NY area.The ideal candidate will be bilingual in English and Spanish, have strong communication skills, and possess prior experience supporting front office operations.Experience in a medical or healt

Medical Receptionist (Level II).Step Into a Key Role Join Us as a Medical Receptionist (Level II)! Are you an experienced medical receptionist who thrives in a fast-paced, patient-centered environment? We're looking for a Medical Receptionist Level II to bring organization, warmth, and expertise to

With over 4,000 students, Iona offers small classes, engaged faculty, and a wide range of programs across the School of Arts Science, the LaPenta School of Business (AACSB?accredited), the NewYork?Presbyterian Iona School of Nursing Health Sciences, and the Hynes Institute for Entrepreneurship In

Backed by over 25 years of experience, Hmi (formerly Quality Medical Management Services USA, LLC, or QMMS USA) specializes in healthcare management and consultancy across practice operations and management, technology, revenue cycle, compliance, HR management, and business applications. With a seas