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AutreOffres document preparation à Uniondale, NYCreate job alerts
- A & M Financial Services, LLC
Sales Assistantil y a 24 joursTemps pleinWestburyJoin 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. - Series 6,7 or 11 completed - 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.
Pas d'expérienceInscription facile - Tameer
BMS Control Technicanil y a 1 mois$95000–$120000 par anTemps pleinWest HempsteadPosition Summary We are looking for an experienced and versatile Site Engineer – HVAC & Controls to join our growing team. In this critical role, you will oversee HVAC construction sites, with a specialized focus on building automation systems and controls. You’ll ensure projects run smoothly from start to finish, and provide technical leadership on Johnson Controls-based systems, including graphics programming, repair, and controls project management. Key Responsibilities Supervise and manage all on-site activities related to HVAC and building automation/control systems. Design, implement, and commission HVAC systems integrated with Johnson Controls platforms. Develop and customize graphics programs for Johnson Controls control systems (e.g., Metasys). Perform diagnostics and repair of control systems, including troubleshooting hardware and software issues. Lead project management efforts for controls-related scopes, ensuring timelines, budgets, and quality targets are met. Conduct on-site inspections to ensure compliance with safety codes and project specifications. Coordinate closely with project managers, engineers, subcontractors, and vendors to ensure project alignment and efficiency. Prepare and maintain technical documentation, including reports, drawings, and control schematics. Qualifications Bachelor’s degree in Mechanical Engineering, Building Automation, or a related field. Proven experience as a Site Engineer in HVAC and controls environments. Johnson Controls certification is required. Hands-on experience with graphics programming for Johnson Controls systems (e.g., Metasys UI, SCT). Strong understanding of controls repair, commissioning, and maintenance. Demonstrated ability to manage controls projects from planning through execution. Proficiency in CAD and control system design tools. Excellent communication and interpersonal skills. Solid knowledge of safety protocols and construction regulations. Why Join Tameer, Inc.? We offer a collaborative, forward-thinking environment where technical skill and leadership are valued. At Tameer, you’ll play a key role in delivering cutting-edge HVAC and controls solutions that make an impact across commercial, residential, and institutional sectors. Apply today to become a vital part of our mission to build smarter, more efficient systems throughout the tri-state area. Job Type: Full-time Pay: $95,000.00 - $120,000.00 per year Benefits: 401(k) matching Dental insurance Life insurance Vision insurance Schedule: 8 hour shift Ability to Commute: West Hempstead, NY 11552 (Required) Ability to Relocate: West Hempstead, NY 11552: Relocate before starting work (Required) Work Location: In person
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