Financial assistant jobs in New York, NYCreate job alerts

Job Summary: We are seeking a detail-oriented and proactive Administrative Assistant to join our team. The ideal candidate will play a crucial role in supporting daily operations and ensuring the smooth functioning of our office. This position requires financial services industry experience, strong organizational skills, proficiency in customer service, and the ability to handle various administrative tasks efficiently. Responsibilities: -Manage office operations, including maintaining supplies and equipment. -Provide exceptional customer service to clients and visitors. -Assist with calendar management, scheduling appointments, and coordinating meetings. -Perform proofreading of documents to ensure accuracy and professionalism. -Utilize Microsoft Office. -Handle incoming calls and inquiries. -Maintain organized records using CRM. -Support team members with various administrative tasks as required. Experience: -Proven experience as an administrative assistant. -Familiarity with customer service practices and techniques. -Proficiency in Microsoft Office. -Strong computer literacy skills with the ability to learn new software quickly. -Experience in the financial services industry. This position is ideal for individuals who thrive in a dynamic environment and are eager to contribute to the success of our organization. If you possess the required skills and experience, we encourage you to apply. Job Type: Full-time Pay: $25.00 per hour Required hours: 35 per week Schedule: Monday to Friday - 10:00am - 5:00pm Experience: Financial services industry: 2 years (required) Ability to Commute: Staten Island, NY 10314 (required) Work Location: In person (no remote work)

Recruitment title: Sales Account Executive/Manager | Xuper Funding Xuper Funding is a trusted funding provider that helps businesses in the U.S. and Canada access capital quickly and seamlessly. With a focus on transparency and efficiency, Xuper Funding empowers companies to grow, manage cash flow, and seize new opportunities by offering clear and sustainable financial solutions. [Job responsibilities] Follow up with potential customers provided by the company, answer product questions, and explore potential customers Assist customers in completing loan applications and developing reasonable financing plans Maintain customer relationships, make regular return visits, and record customer feedback Assist in handling customer repayment issues after loans, and coordinate with relevant departments Participate in marketing activities, provide customer feedback, and optimize products and services According to the company's business development, assume other related functions and receive training [Job requirements] Must be able to speak Chinese & English and communicate without barriers College degree or above, sales or service industry experience preferred At least two years of sales or service industry experience, loan and payment-related experience preferred Take the initiative to learn, be goal-oriented, and be motivated! Adapt to a fast-paced work environment and be willing to develop long-term [Salary and benefits] Basic salary + high commission + performance bonus Professional training to help you become an expert in the financial industry High-end networking opportunities to quickly improve your career development Work location: Flushing, New York Work hours: Monday to Friday (8-hour work system)

Are you looking to be part of a fast-paced, high-reward opportunity? Join me as a “Sales Assistant” and take the first step toward building a lucrative career. If you're great with people and love the idea of helping others while earning based on your efforts, this could be your perfect match! No selling required—your job is simple: Book appointments, organize meetings, and help me connect with clients. I’ll handle the rest—consultations, planning, and closing the deals. Your role is crucial, and your rewards? Limitless. --- What You’ll Be Doing: - Generate Leads Like a Pro : Reach out to potential clients through calls, texts, or emails. All you need is a spark to schedule meetings with individuals ready to discuss their financial future. - Schedule Appointments Using Google Calendar : You’ll seamlessly book appointments by sending calendar invites, keeping everything organized in one place, and ensuring smooth meetings with clients. - Follow-Up and Confirm : Stay in touch with clients, confirm their meetings, and make sure everything runs on time. - Track Your Success : Use Google Calendar to keep an eye on every scheduled meeting and track your progress with ease. --- Why This Role is Perfect for You: - High Earnings with No Cap : This is a commission-based position, and the more appointments you book, the more you earn! There’s no limit to your earning potential. - Flexible Schedule : You set your own hours and work from the comfort of your home or anywhere. No 9-5 grind here ! - No Selling, Just Scheduling : Focus on the appointments while I handle the sales. You’ll be part of the action, without the pressure. --- What We’re Looking For: - Communication Skills : Whether it’s over the phone, text, or email, you know how to connect with people. - Organization is Key : You’ll be using Google Calendar to manage appointments, so staying organized and on top of things is a must! - Self-Motivated : You have the drive to make things happen. You’re a go-getter who doesn’t need constant supervision to succeed. - No Experience? No Problem! You don’t need prior experience in financial services. If you're willing to learn, training is provided ! --- Why Work With Me? - Unlimited Earnings : There’s no cap on how much you can make. The more appointments you book, the more you earn! - Work From Anywhere : All you need is a phone, computer, and an internet connection. Work remotely, anytime you want. - Easy, Rewarding Work : This isn’t your typical job. It’s an opportunity to help people while earning great commissions with minimal stress. - No Selling Required : You’re setting appointments, not selling products. I’ll handle everything else, including the important financial advice and closing deals. --- *Ready to Jump In?* If this sounds like the perfect fit for you, I’d love to hear from you! Let’s get started on this exciting journey.

Job Overview: Global is seeking an organized and detail-oriented Office Manager to join our growing team. The position will support the firm in all aspects of office management and operations and plays crucial role in maintaining the smooth and efficient operation in our company. In this role, you will be the primary point of contact for all customer inquiries, responsible for data entry, and various administrative tasks, ensuring that all office functions run seamlessly. If you're proactive, have strong communication skills, and thrive in a fast-paced setting, we want to hear from you! Key Responsibilities: Phone Management: Answer, screen, and direct phone calls. Take detailed messages and ensure timely follow-up. Call and follow up with leads. Be point of contact for clients and new prospects. Data Entry & Record Keeping: Input and maintain accurate data into systems. Update and manage files, records, and documents. · General Administrative Support: Manage office schedules, appointments, and meetings. Prepare reports, presentations, and meeting agendas as needed. · Assistant to VP. Assistant to the VP of Marketing & Sales when needed. Assist with schedule, calls, and any email communication as needed. Communication & Coordination: Facilitate communication between departments, clients, and vendors. Assist in preparing email communications, presentations, and webinars as needed. Qualifications: Experience Bachelor’s degree in business administration, Management, or a related field preferred Experience in an office or administrative role preferred. Strong verbal and interpersonal communication skills with the ability to interact professionally with clients, business associates, and external partners Excellent organizational skills and attention to detail. Ability to multitask and prioritize in a fast-paced environment. Ability to maintain confidentiality and handle sensitive information. Proficiency in Microsoft Office Suite (Word, Excel, Outlook), CRM, and other office software. Why Join Us? Global Financial gives you the opportunity to contribute to the growth and development of a dynamic company. A supportive and collaborative work environment encouraging growth and collaboration. Competitive salary based on experience with ability to earn commissions. Full time in our NYC office. PTO, Holiday pay, and discretionary bonuses based on performance.

Help families find the help they need! JOB IS IN QUEENS - REMOTE AND ON THE FEILD Work with families and navigate the Medicaid system with them. Help them find housing, mental health services, occupational health services, and all other New York programs. This job is partly remote and partly on the field. You'll be going to families' homes and speaking with them about what services they may need, helping them find those services, and helping refer them over too! Job duties: - Complete initial and annual comprehensive assessment of medical, behavioral health, and social service needs for the assigned health home enrollees. - Provide disease-specific education and information regarding community resources. - Collaborate with a variety of community providers and resources to obtain needed services and support, utilizing community and family resources to create a sustainable support system. - Request and coordinate team and patient meetings as needed or requested by patient/family and/or team and/or escalate care management when medical assessment is needed. - Ensure that diagnostic, post-hospitalization, and specialty referrals have been executed and that results received and acted upon as needed. - Document plan of care, patient utilization, activities, and other required information with the State and EMR. - Monitor assigned enrollees' utilization of services, ensuring care is accessible, attended, and effective. - Provide regular data to the team on patient compliance and strategies to improve patient compliance. - Participate in on-call activities as directed/scheduled by the Program Coordinator. - Participate in regularly scheduled team meetings as prescribed by the practice's policy. - Participate in cultural competency events and training appropriate to job duties. - Frequent non-medical management coaching, education, follow-up visits, and phone calls to patients to monitor progress and identify new barriers or concerns. - Assisting with financial or other social issues that may provide barriers to patient compliance - Providing education/guidance to patients and family on tools to manage chronic illnesses, developing individual and web-based tools and resources to improve compliance. - Identifying and connecting patients with community resources to assist with improving compliance with treatment protocols and social issues (e.g. legal aid). - Accurately and timely document all interventions into prescribed electronic medical record systems to ensure timely reimbursement in compliance with New York State Health Home regulations and Patient-centered medical home regulations. - Participate in patient/outpatient care training regarding the care management strategies for difficult-to-manage patients, and educate office staff on patient or office system issues, including communicating patient care inconsistencies between the primary care physician and referring specialists. Job Qualifications - The Health Home Care Manager must have a BA and a minimum of 2 years of relevant experience in Human Care Services. - Excellent communication and team skills, including the ability to form strong collaborative interdisciplinary partnerships across care settings. - Sound computer knowledge and skills, including an aptitude for using health information technology to guide activities. - Ability to work independently and meet deadlines. Creativity and strong organizational skills. - Valid NYS driver's license including access to reliable transportation that enables fulfillment of the position's travel requirements

Overnight Front Desk Manager Location: Hudson Yards Hotel, New York, NY Schedule: Overnight shifts, including weekends and holidays About Us Hudson Yards Hotel is a boutique property at the heart of New York City, blending luxury with a warm, personalized guest experience. Our team is passionate about hospitality, and we believe in creating a workplace where everyone feels valued. Your Mission As the Overnight Front Desk Assistant Manager & Acting Manager on Duty, you will be the primary point of contact for guests and hotel operations overnight. You will ensure smooth check-ins and check-outs, address guest concerns, and oversee the front office team to deliver an exceptional guest experience. In the absence of senior management, you will handle operational decisions, resolve guest issues, and coordinate with other hotel departments to maintain seamless service. Key Responsibilities - Guest Services & Front Office Operations - Serve as the Acting Manager on Duty (MOD) overnight, ensuring efficient front office operations and addressing any guest needs. - Oversee guest check-in/check-out process, ensuring proper identification and payment methods are secured. - Supervise and support the front office team, ensuring all guest interactions are warm, personalized, and efficient. - Handle and resolve guest complaints or service issues that cannot be settled by front desk agents, providing timely follow-up. - Monitor and manage VIP guest arrivals and departures, ensuring all special requests are fulfilled. - Motivate and encourage team members to upsell rooms and services, driving additional revenue. Financial & Administrative Duties - Ensure all folio postings, deposits, and settlements are handled properly and in a timely manner. - Maintain accuracy in cash handling, billing, and financial transactions, ensuring compliance with internal audit procedures. - Prepare and distribute end-of-shift reports to senior management and ensure all key information is documented. Hotel Safety & Operations Oversight - Maintain a visible and proactive presence throughout the hotel, monitoring safety and security. - Coordinate with housekeeping and maintenance to address any urgent facility issues overnight. - Ensure all internal policies and security procedures are upheld to maintain a safe environment for guests and staff. What You Bring - 3+ years of front office experience in a hotel environment, with at least 1 year in a leadership or supervisory role. - Strong problem-solving skills, able to handle guest concerns with professionalism and efficiency. - Excellent communication abilities (verbal, written, and body language) to interact with guests, team members, and management. - Ability to work independently and make operational decisions in the absence of senior leadership. - Strong financial acumen, ensuring accuracy in transactions. - Experience using hotel management systems (e.g., Mews, Opera, or similar). - Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint). - Must be legally authorized to work in the United States. Why Join Us? - Opportunity to work in a start-up boutique hotel with a growing and dynamic team. - Gain valuable leadership experience as the overnight Manager on Duty. - Work in a fast-paced, guest-focused environment where every night is unique. If you’re a night owl with a passion for hospitality, apply today and help us create unforgettable guest experiences!

Overview We are seeking a highly organized and detail-oriented Secretary to join our team at Golds Plumbing! The ideal candidate will play a crucial role in ensuring the smooth operation of our office by managing administrative tasks, supporting staff, and providing excellent customer service. This position requires strong communication skills, proficiency in software applications, and the ability to multitask effectively. Responsibilities - Manage and organize office files, ensuring all documents are accurately filed and easily retrievable. - Handle incoming phone calls and inquiries with professionalism, directing them to the appropriate personnel as needed. - Assist in scheduling appointments and maintaining calendars for staff members. - Utilize QuickBooks for basic accounting tasks and financial record-keeping. - Perform proofreading of documents to ensure accuracy and clarity before distribution. - Maintain office supplies inventory and place orders as necessary to ensure smooth operations. - Provide administrative support to various departments as required, including data entry and document preparation. - Communicate effectively with clients and visitors - Experience - Proven experience as a Secretary or in a similar administrative role is preferred. - Proficiency in using computer systems and software applications, especially QuickBooks. - Strong organizational skills with attention to detail for accurate file management and document preparation. - Excellent verbal and written communication skills to interact effectively with team members and clients. - Ability to work independently as well as collaboratively within a team environment. If you are passionate about providing exceptional administrative support and thrive in a dynamic workplace, we encourage you to apply for this exciting opportunity! Job Type: Full-time Pay: $21.00 - $35.00 per hour Expected hours: 40 per week Benefits: 401(k) Dental insurance Health insurance Paid time off Schedule: 8 hour shift Day shift Monday to Friday Morning shift Experience: Secretary: 1 year (Preferred) Ability to Commute: Long Island City, NY 11101 (Required) Ability to Relocate: Long Island City, NY 11101: Relocate before starting work (Required) Work Location: In person

The Grants & Contracts Specialist provides technical assistance and guidance in the preparation, submission, processing, and management of research grants and contract proposals, awards, and agreements for researchers within the institution/department. Also, assures that the administration of sponsored programs related to research complies with federal, state and private agency rules and regulations. Duties and Responsibilities: 1. Assists with pre-award budget development, post-award monitoring, sub-contract management, and grant closeout procedures. 2. Acts as a liaison with departmental administrators, faculty, funding agencies (federal, state, local and non-profit organizations) the Grants & Contracts office and Sponsored Projects Accounting to review proposals prior to institutional endorsement. 3. Reviews grant and contract proposals for accuracy, completeness, and compliance with all applicable policies, procedures, and regulations. 4. Analyzes grant activity, monitors expenditures, and prepares customized financial projections for faculty and administrators. 5. Performs other related duties. 6. Requirements: 7. Bachelor’s degree in business administration or related field, or combination of education and equivalent relevant work experience 8. 2 years minimum experience (3 yrs. preferred) in grants and contracts management

Non CDL-Drivers Needed-$21.00 per hour-$3K Sign On Bonus Paid In Increments-Paid Quarterly Safety Bonuses of $300.00Food Bank for New York City's Truck Drivers are essential to our mission and operations. We would not be able to feed the millions of vulnerable New Yorkers without our professional team of drivers. Looking for an opportunity to make a difference in the lives of others daily? Come join us.Our highly professional, reliable and dependable truck drivers represent the Food Bank in a courteous and professional manner while out on the road and in all dealings and contact with member agencies and partners, suppliers, and donors. Our drivers are required to use excellent customer service skills, tact and diplomacy in all situations dealing with our partners and other team members and leadership.Essential Duties and Responsibilities : This role requires extensive personal interaction with internal and external customers, verifying documentation and loads, and safely transporting food to and from designated locations Operating both CDL Class A & B trucks, ensuring a safe and timely pick-up and delivery of product. Loading, inspecting all products, verifying quantities and expiration dates, informing the appropriate Supervisor of any issues found. Working independently, according to an assigned schedule, while assessing and responding to customer needs and to updated / changing plans, keeping the transportation team manager informed. Documenting travel, time worked, breaks, etc. via electronic logging methods. Deliver and pick up produce, frozen and dry food product to member agencies, suppliers, donors and other locations as assigned. Assists in loading trailer with materials. Unloads trailer by using forklift, electric pallet jack, or hand truck. Transports loads over required route to proper destinations. Obtains shipping bills and necessary signatures. Returns completed paperwork to the warehouse office. Removes empty pallets from trailer truck and carries them to designated piling area. Performs miscellaneous service duties such as checking oil, water, gasoline and air in tires on a daily basis. Other work-related and warehouse duties as assigned by supervisor or manager Reliable and regular attendance is expectedPerks and Benefits : HOME DAILY - Local Driving Hourly Pay with Overtime after 40 hours Benefits include : Medical, Dental, Vision, 403(B) retirement plan, 13 paid holidays plus bonus holidays, vacation, sick pay, Company-Paid Life and Disability InsuranceHiring Requirements : Valid driver's license -CLASS B CDL Safe driving record (MVR, Abstract) No DUIs, DWIs, Major Accidents within the past 24 months 18 years or older Ability to pass a drug test Ability to pass a standard, non-financial background check Must have strong written and verbal communication skills. Ability to use mobile electronic devices to communicate and document travel, time worked, etc. Must have the skill set to safely execute multiple deliveries and pickups on a daily basis utilizing different types of vehicles. Must possess sound business acumen and the ability to establish credibility, trust and partnership at all levels of the organization. Must be detail oriented and responsible Have a high level of independence while working effectively and collaboratively with a diverse population. Have excellent organization, time-management, and task-management skills to maneuver in a very fast paced and diverse environment.

CapNow Funding Solutions is a rapidly growing financial marketplace that provides capital solutions to small businesses across the United States. As a member of the Inc 5000, we are seeking an Inside Sales Representative to join our team and assist with the growth of our sales floor and the entire company. The position offers a very aggressive commission structure, with a minimum earning potential of $100k in the first year and up to $250k in the second year. All leads will be warm and HOTTT! and there will be no cold calling or weekend work. This is a full-time position, and remote work is not available. However, we offer an aggressive commission structure, high renewal commissions, and extensive hands-on training, along with opportunities for growth and promotion within the company. If you are a high-energy, entrepreneurial, and collaborative individual seeking a dynamic work environment, this may be the opportunity for you to earn $150,000.00 or more per year. *Remote work not available. Must commute to the office.* Benefits & Incentives: · Aggressive commission structure · High renewal commissions for residual income · Opportunity for substantial growth · Extensive hands-on training · Promote from within · High Energy, entrepreneurial, and collaborative work environment · Job Type: Full-time Earning Potential $150,000.00 +++ /year We offer a very aggressive commission structure along with the ability for our inside sales reps to build a book of business and earn residual income month over month through high renewal commissions. Average inside sales reps will have the ability to make $100,000+ in their first year Job Types: Full-time, Contract Pay: $75,000.00 - $350,000.00 per year

We are seeking a detail-oriented and experienced Accountant to manage financial records, ensure compliance with tax regulations, and provide financial insights to support decision-making. The ideal candidate will have strong analytical skills, proficiency in accounting software. Key Responsibilities: • Maintain and update financial records, including ledgers and balance sheets. • Prepare and analyze financial statements such as income statements and cash flow reports. • Manage accounts payable and receivable, ensuring timely payments and collections. • Reconcile bank statements and financial discrepancies. • Prepare and file tax returns while ensuring compliance with tax laws and regulations. • Assist in budgeting, forecasting, and financial planning for the organization. • Conduct internal audits and ensure proper financial controls are in place. • Process payroll, including tax deductions and employee benefits calculations. • Provide financial insights and recommendations to management for cost-saving and efficiency improvements. • Stay updated on industry regulations, accounting standards, and financial best practices. Requirements & Qualifications: • Excellent analytical, problem-solving, and organizational skills. • High attention to detail and accuracy in financial reporting. • Ability to work independently and as part of a team. • Strong communication skills for liaising with stakeholders, clients, and regulatory authorities.

We are looking for a Life Insurance Specialist to join our growing team in a fully remote capacity. In this role, you will assist clients in selecting the right life insurance policies based on their needs and financial goals. You’ll provide expert advice, guide clients through the application process, and ensure they have all the necessary information to make informed decisions. All you need to succeed in this position is a working laptop or computer and a passion for helping people secure their future.

We are looking for someone with STRONG communication skills, your daily responsibilities are speaking with current clients and potential clients. Phone based skills are a MUST. This role is 100% in person because we believe in the power of team work and collaboration. We are located in the heart of the Financial District in a state-of-an-art office space on Wall Steet. Must be able to start IMMEDIATELY. About us: Founded in 2011, American Merchant Capital is a private lending and technology company that provides small businesses access to capital and business technology solutions to other financial services providers. Our mission at American Capital Group is to help entrepreneurs and business owners in their time of need, so they can continue to grow their businesses and do what they love. We differentiate ourselves with our innovative solutions, the simplicity of our process, the speed to funding (most loans funded within 24 hours), and most importantly, with the level of care and compassion with which we treat our clients. We are a direct lender and have funded over $150 million to small businesses. We provide financing to retailers, restaurants, hotels, medical professionals, manufacturers, etc. Our creative financing solutions include merchant cash advance, secured and unsecured business loans, and asset-based loans. We are growing rapidly and are looking for smart, talented and dedicated professionals. About the Role: This role offers base and aggressive commission structures with no cap on payouts. First year expected total compensation above $100,000. This role will specialize in providing small businesses and merchants with full financial services including: Merchant Cash Advances Lines of Credit Term loans SBA Loans Business Loan Salesperson & Funding Coordinators are responsible for performing the following tasks: Handling large quantity of inbound clients interested in financing Selling financial products Building a pipeline of business Managing client relationships Working well in a team environment Sales Representatives are also required to follow set protocols and business practices to efficiently work leads, track the flow of information and accurately document all outcomes. Our firm invests in exceptional, highly effective marketing which generates a massive flow of highly qualified inbound leads, extensive and ongoing training, an excellent sales support staff and daily sales incentives with a positive and highly motivated team environment. As a member of our Sales team, you will always represent our firm's moral and ethical standards and be expected to conduct yourself in a professional and courteous manner to clients and co-workers. Highly motivated Ambitious self starter Competitive mentality Driven to succeed, willing to fail and learn from mistakes Proficiency with Salesforce, Microsoft Office Strong communication skills A drive for self-directed learning and personal development Team player Preferred Qualifications Bachelor's Degree Able to commute to our New York Headquarters office Promotable to Sales Manager within 2 years Previous experience using Salesforce and proficiency using Microsoft Office American Capital Group is an equal opportunity employer and prohibits discriminatory employment actions against, and treatment of, employees and applicants for employment based on any category protected by law, including race, color, national origin, religion, gender, sexual orientation, disability, age, military status and prior record of arrest or conviction. Job Type: Full-time Pay: $85,000.00 - $120,000.00 per year Shift: 8 hour shift Supplemental Pay: Commission pay Education: High school or equivalent (Required) Ability to Commute: New York, NY 10004 (Required) Work Location: In person