Financial assistant jobs in Mount Vernon, NYCreate job alerts

Accounting Assistant / Remote] - Anywhere in U.Competitive pay - As a Finance Assistant at Aptitude 8, you will: Manage and reconcile financial records to ensure accuracy and compliance with company policies and procedures; Analyze financial data and prepare reports for management review; Process...

Accounting Assistant / Remote] - Anywhere in U.Up to $85K per year / 100% company-paid health insurance / 401k match / PTO - As an Accounting Specialist at Infotek Consulting, you will: Manage and maintain accurate financial records; Analyze and reconcile financial data to ensure accuracy and com...

Job DescriptionBenefits: - Employee discounts - Free uniforms - Training & development Salon Assistant Manager About Us: At our thriving salon, we believe that beauty is an art, and our team is dedicated to creating exceptional experiences for our clients. As we continue to expand, were see...

Job Description Job Title: Teacher Assistant Location: Mount Vernon, NY 10553 Employment Type: Full-Time (Monday to Friday) Salary: $40,000 to $45,000 Rebecca School is an independent, private therapeutic day school for children ages 3 to 21, promoting the education and development of children w...

Job DescriptionBenefits: - Competitive salary - Flexible schedule - Free food & snacks - Opportunity for advancement - Training & development Reports to: Business Owner Program Summary: New Beginnings Natural Hair Studio offers a range of natural hair care and wellness products, along with...

Demonstrated experience in invoicing or project based financial administration. Track project budgets and help ensure projects remain on financial targets. This role is ideal for someone who thrives in a fast-paced environment, enjoys working with clients, and takes pride in keeping both financia...

This role is ideal for someone who thrives in a fast-paced environment, enjoys working with clients, and takes pride in keeping both financials and project tasks organized and on schedule. Demonstrated experience in invoicing or project based financial administration. Track project budgets and he...

The Financial Crimes Procedure Governance AVP will provide support to the Financial Crimes Risk team in governing first line financial crimes-related procedures. Morgan Stanley provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial ...

The Assistant Vice President, WM Financial Crimes Risk & Controls is responsible for assisting in the execution of the firm's first line Financial Crimes program for WM. The Assistant Vice President, WM Financial Crimes Risk & Controls will:. Morgan Stanley provides comprehensive financial advice...

The Financial Crimes Issue Management AVP will be responsible for managing the firm's issues and action plans in relation to Financial Crime risk. Morgan Stanley provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth plan...

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals.

Our client, a large stable public company is seeking an Accounting Manager to join its accounting team.The company is stable offers excellent benefits, excellent benefits and an opportunity for advancement.

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.

The New York State Unified Court System is seeking a.District Administrative Office of the 5th Judicial District.This position will primarily be responsible for reception and front desk duties and will also assist the Alternative Dispute Resolution.Mail processing and distribution.Ensuring that A...

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.

The Financial Wellness Educator serves a critical role on the Institutional Retirement Plan Advisory team, developing and refining a broad knowledge of the financial planning process by conducting educational meetings and reviews with retirement plan participants. Provide education on various fin...

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals.

Bilingual in speaking and writing in Korean.Detail-oriented and understanding of fast-paced environments.Expertise in Excel, Word, PowerPoint.BA in HR or Business or related field.Monday to Friday, 9am - 6pm based on executive schedule.In the summer of 2025, the office will be moving from Ridgefi...

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.

Conduct regular audits and internal controls to maintain the accuracy of financial records and ensure the company's financial stability. This role will report to the CFO and be responsible for general accounting, cost & inventory accounting, and financial reporting. Oversee the day-to-day financi...

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.

White Plains, NY (Hybrid – 4 days onsite, 1 remote).Vice President / Account Executive.We are seeking a highly organized and detail-oriented.Account Management team in delivering exceptional service to a diverse client base.This role is ideal for someone who thrives in a fast-paced environment an...

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.

Insight Global is seeking a dynamic and adaptable Administrative Assistant to support one of our clients that is a law office in Ridgefield Park, NJ. Ideally someone with 4-6 years’ experience as an Administrative Assistant.

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.

Our client, a well-established company in White Plains, NY is looking to hire an.Review and confirm accuracy of information within the company's database.Performing data entry of new and updated customer account information.Notify supervisor of discrepancies and/or correct discrepancies as needed...

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.

We’re seeking a detail-oriented Business Analyst to support a top-tier financial services firm. You’ll work closely with financial advisors, offering expert guidance on advisory programs, account operations, and trading processes. Experience in financial services a plus.

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals.

The Service Administrative Assistant will support the Service Admin team by managing administrative tasks, processing internal service-related operations, and assisting with expense processing and reporting activities.

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.

Forward-thinking, collaborative, and creative law firm seeks experienced administrative assistants to round out a growing team of passionate and innovative attorneys.

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.

Administrative Assistant – Engineering Department.

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.

Forward-thinking, collaborative, and creative law firm seeks experienced administrative assistants to round out a growing team of passionate and innovative attorneys.

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.

White Plains, NY (Hybrid – 4 days onsite, 1 remote).Vice President / Account Executive.We are seeking a highly organized and detail-oriented.Account Management team in delivering exceptional service to a diverse client base.This role is ideal for someone who thrives in a fast-paced environment an...

Join Our Part-Time Research Studies Today!.Are you eager to earn extra income from the comfort of your home? We are looking for motivated individuals to participate in paid research studies including focus groups, clinical trials, online surveys, secret shopping, and product reviews.If you enjoy ...

Job Title: Financial Analyst – Ticket Procurement. Financial Analyst – Ticket Procurement. The ideal candidate will have a strong background in financial modeling, data analysis, and market research.

In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals. Because of our comprehensive training and development program, ...

Our client is a highly reputable real estate investment firm seeking a candidate with strong interpersonal skills and experience in preparing financial statements. Responsible for financial reporting on a quarterly basis. Experience with preparing financial statements.

Commission-based, with year-one financial support. TOP 5 Independent Broker Dealer (Financial Advisor Magazine, Investment News). Join Northwestern Mutual's award-winning SFA agency as we grow our team of financial representatives across New York and New Jersey.

The Financial Wellness Educator serves a critical role on the Institutional Retirement Plan Advisory team, developing and refining a broad knowledge of the financial planning process by conducting educational meetings and reviews with retirement plan participants. Explain complex financial topics...

Job Title: Financial Analyst – Ticket Procurement. Financial Analyst – Ticket Procurement. The ideal candidate will have a strong background in financial modeling, data analysis, and market research.

The ideal candidate will have a passion for supporting mission-driven work, a strong understanding of non-profit financial management, and a proven track record of using Sage Intacct to streamline financial processes. Ensure proper financial documentation, including proper segregation of duties, ...

CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program. Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. Financial Strategy Development:.

In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals. We have an immediate opening for a highly motivated analytical ...