Financial associate jobs in New York, NYCreate job alerts

Build a Career Helping People Build Their Futures At Hill Financial Services, we help everyday people make smart financial choices—whether it's protecting their family with insurance, growing their wealth through investments, or finding the right mortgage for their dream home. We're expanding our team and looking for driven, personable professionals who are passionate about service, finance, and helping others thrive. What You’ll Be Doing As you Build a Career Helping People Build Their Futures At Hill Financial Services, we help everyday people make smart financial choices—whether it's protecting their family with insurance, growing their wealth through investments, or finding the right mortgage for their dream home. We're expanding our team and looking for driven, personable professionals who are passionate about service, finance, and helping others thrive. ** Mortgages** Assist clients in understanding mortgage options and application processes - Support mortgage advisors with document collection and lender communication Investments - Help clients with account onboarding and portfolio updates - Work closely with investment advisors to ensure smooth transactions and excellent client care Insurance - Guide clients through policy options in life, health, and property insurance - Process applications, renewals, and claims with attention to detail and compliance, you'll be at the heart of our client relationships, supporting our experts across three key areas: Insurance, Investments and mortgages.

At Dazzling Design NYC, we pride ourselves on creating exquisite, high-quality jewelry pieces that embody elegance and sophistication. As we continue to grow, we are excited to offer an opportunity for a dynamic and enthusiastic Live Streaming Sales Associate to join our team and play a pivotal role in showcasing our stunning jewelry collections to a global audience. Why This Role Is a Game-Changer for Performers - 0 base + 15%-18% commission on sales - Flexible scheduling: weekday, weekend, day or night — you choose Top performers have reached six-figure annual income, similar to luxury real estate agents — with the added benefit of no client chasing or cold calls. You’re paid directly for your performance, not seniority or office politics. All livestreams are hosted on-site at our New York office/studio. If you’re passionate and love connecting with people and making sales, this could be the most fun and financially rewarding role you've had. Responsibilities: Host and Present: Conduct engaging and interactive live streaming sales events, showcasing our products. Customer Engagement: Proactively engage with viewers, answer inquiries, and provide personalized styling advice to create an exceptional shopping experience. Sales Drive: Consistently drive sales and achieve monthly revenue targets through effective presentation and promotion of our collections. Qualities and Skills: Live Streaming Experience: Proven experience in hosting live streaming events, preferably in the fashion industry. Energetic and Outgoing: Dynamic personality with the ability to captivate and entertain audiences. Active Listener: Excellent listening skills with the ability to understand and address customers’ needs and preferences effectively. Strong Work Ethic: Integrity: Uphold the highest standards of honesty and professionalism in all interactions and transactions. Hard Working: Proactive and driven with a strong work ethic and dedication to achieving sales targets. Team Player: Collaborative and supportive, with the ability to work effectively as part of a dynamic and diverse team. Benefits: Competitive Compensation: Attractive hourly rate, with the potential for significant earnings based on performance. Flexible Schedule: Enjoy a flexible work schedule that allows for a healthy work-life balance. Opportunity for Growth: Join a growing luxury brand and play a key role in shaping its success and expansion. Employee Discount: Receive discounts on our exquisite jewelry pieces.

Job Title: Business Office Coordinator Location: Flatbush YMCA Employment Type: Full-Time About Us: The Flatbush YMCA is a vital part of the Brooklyn community, committed to promoting youth development, healthy living, and social responsibility. We provide a range of programs and services that enrich the lives of individuals and families. Job Summary: The Business Office Coordinator is responsible for supporting the daily financial, administrative, and operational functions of the Flatbush YMCA branch. This role ensures efficient office procedures, accurate financial transactions, and strong internal communication to help the branch run smoothly. Key Responsibilities: Oversee daily office operations and administrative support. Process and reconcile membership, program, and financial transactions. Maintain accurate records of accounts receivable, accounts payable, and payroll information. Monitor and track budget performance, expenses, and revenue reports. Provide excellent customer service to members, guests, and staff regarding membership accounts and billing inquiries. Prepare financial reports, bank deposits, and other documentation as required. Ensure compliance with YMCA policies and procedures regarding cash handling, data security, and recordkeeping. Coordinate supply orders, vendor communication, and office equipment maintenance. Support Human Resources processes including onboarding paperwork, staff records, and timesheet management. Assist in the coordination of events, trainings, and branch meetings as needed. Qualifications: Associate's degree in Business Administration, Accounting, or related field preferred. Minimum of 2 years’ experience in office administration, bookkeeping, or business operations. Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and financial software. Strong organizational, communication, and customer service skills. Ability to multitask, meet deadlines, and manage priorities effectively. Familiarity with YMCA operations and systems is a plus. What We Offer: Competitive salary and benefits package. Access to YMCA programs and services. Opportunities for professional development and career growth. A collaborative and mission-driven work environment.

Boyd Consulting is seeking a part-time bookkeeper with experience in QuickBooks & ADP to provide the services outlined below. ** Responsibilities:** - Familiarity with setting up and maintaining new QuickBooks system. - Apply payments received from clients. - Generate monthly statements for clients. - Call and email clients for collections. - Perform bank and credit card reconciliations. - Prepare monthly financial reports. - Process payroll and other HR responsibilities using ADP System. - Manage accounts receivable and accounts payable. - Maintain financial records. - Post supplier invoices and process payments. - Write checks and pay bills through QuickBooks. - Manage and review invoices. ** Requirements:** - Bachelor's or associate degree in accounting, finance, or business administration preferred. - Comprehensive knowledge of QuickBooks and ADP is required. - Experience with collections. - Bookkeeping experience is required. - Deep understanding of bank reconciliations. - Previous experience as a bookkeeper is preferred. - Comprehensive knowledge of accounts payable (AP) and accounts receivable (AR). - Strong familiarity with Microsoft 365 applications. - Excellent verbal, written, and social communication skills.

Join LendingHub NYC – We’re Hiring Lending Associates LendingHub NYC is a fast-growing financial services firm specializing in creative lending solutions for individuals, institutions, and family offices. We provide access to capital across a range of asset classes, including equities, real estate, and digital assets — helping clients unlock liquidity without selling valuable holdings. We are actively hiring Lending Associates to help originate, structure, and close customized credit solutions. If you’re entrepreneurial, relationship-driven, and eager to work at the intersection of finance and innovation, we want to hear from you. Key Responsibilities: - Originate and structure bespoke loans across asset classes - Develop and manage a pipeline of borrower relationships - Collaborate with internal teams to execute and close transactions - Stay up to date on market trends, credit risk, and deal structures - Represent LendingHub NYC in meetings with clients, partners, and intermediaries What We Look For: - Experience in private credit, capital markets, or high-net-worth lending - Strong borrower network or the ability to build one quickly - Familiarity with alternative assets and creative lending structures - Self-starter mindset with excellent communication skills Why LendingHub NYC: - Competitive base and performance-driven compensation - Fast-paced, entrepreneurial environment with room to grow - Exposure to cutting-edge credit strategies and asset classes - Direct collaboration with leadership Location: New York City. Hybrid/remote flexibility available depending on the role.

Bilingual Customer Service Representative / Front Desk Associate (Spanish-English) Company: TAXVANCE
Location: [Your Location]
Reports To: Office Manager 📋 Job Summary: TAXVANCE is seeking a friendly, organized, and bilingual (Spanish-English) Customer Service Representative / Front Desk Associate to serve as the first point of contact for our clients. This individual will be responsible for welcoming clients, managing appointments, answering inquiries, and supporting our tax preparation and financial services team. 🔑 Key Responsibilities: 🛎️ Front Desk & Client Support: - Greet clients in person, by phone, and via email with professionalism and warmth. - Answer client inquiries about tax services, document requirements, and appointment scheduling in both English and Spanish. - Manage incoming calls, route messages, and provide accurate information. 📑 Administrative Support: - Schedule, confirm, and manage appointments. - Collect and verify client documentation for tax preparation. - Maintain accurate client records and data entry into our system. 💬 Bilingual Communication: - Translate documents and verbal communication between clients and staff when necessary. - Assist Spanish-speaking clients in understanding tax documents, procedures, and service options. 🤝 Office Coordination: - Maintain a clean, organized, and welcoming front office environment. - Support the tax preparers and management team with clerical tasks as needed. - Ensure confidentiality and security of client information in accordance with company policies and federal regulations. 📌 Qualifications: - High school diploma or equivalent (Associate’s degree preferred) - Fluent in both English and Spanish (spoken and written) - Prior customer service or front desk experience, preferably in a financial, tax, or office setting - Strong communication, organizational, and problem-solving skills - Proficient in Microsoft Office and basic office equipment - Friendly, professional demeanor with a customer-first attitude 💵 Compensation & Benefits: - Competitive hourly wage (based on experience) - Paid training - Seasonal and year-round employment opportunities - Opportunities for advancement within TAXVANCE

Job Title: Content Marketing Professional – Financial Insurance Products Company: Isaac Gancfried & Associates Location:Remote Employment Type: Full Time About Us: Isaac Gancfried & Associates is a respected leader in financial insurance services, providing individuals and businesses with customized insurance and financial planning solutions. Our mission is to educate and empower our clients to make informed decisions about their financial future through trusted, reliable products and guidance. Job Summary: We are seeking a creative, strategic, and driven Content Marketing Professional to develop and manage engaging content that supports the marketing and sales of our financial insurance products. This individual will be responsible for crafting compelling digital and print content that educates, informs, and drives client interest and engagement. Key Responsibilities: Plan, create, and manage content across multiple platforms including blogs, websites, email campaigns, social media, and marketing materials. Develop content strategies tailored to financial insurance products, targeting both B2C and B2B audiences. Collaborate with financial advisors, underwriters, and marketing teams to produce accurate, informative, and compliant content. Write articles, newsletters, brochures, video scripts, and product descriptions explaining complex financial insurance concepts in clear, client-friendly language. Create and manage editorial calendars to support campaign and business objectives. Optimize content for SEO and digital engagement to increase online visibility and lead generation. Track content performance metrics and adjust strategies for maximum impact. Stay up to date with industry trends, regulatory changes, and competitor marketing efforts. Qualifications: Proven experience in content marketing, copywriting, or communications, preferably within the financial services or insurance industry. Strong writing, editing, and storytelling skills with the ability to simplify complex financial concepts. Solid understanding of life, health, and financial insurance products (or willingness to learn quickly). Familiarity with SEO best practices, email marketing platforms, and social media management tools. Ability to work independently and manage multiple projects and deadlines. Bachelor’s degree in Marketing, Communications, Journalism, Finance, or a related field preferred. What We Offer: Competitive compensation package with performance incentives. Flexible work environment (remote options available). Access to a respected portfolio of financial insurance products. Opportunities for professional growth and ongoing training. Supportive, collaborative team culture.

📌 Job Title: Entry-Level Receptionist / Secretary 📍 Location: Manhattan, Plaza District 🕒 Employment Type: Full-Time (On-site) 💼 Department: Administrative Support Position Overview: We are seeking to hire an entry-level Receptionist / Secretary for our new office location. This is a great opportunity for a motivated individual looking to grow in a professional and fast-paced environment. You will serve as the first point of contact for visitors and clients while supporting day-to-day office operations and administrative tasks. Key Responsibilities: Manage multiple calendars for meetings, travel, and personal commitments. Make travel arrangements for in-office professionals and special visitors. Sit in on meetings to take accurate minutes and distribute them as needed. Create memos, reports, and agendas in collaboration with office staff. Negotiate with suppliers and vendors to obtain quotes, order supplies, and maintain inventory levels. Prepare financial documents, including statements, invoices, letters, and reports. Disseminate important information, such as memos and updates, to relevant colleagues. Coordinate with upper-level staff at our other office locations in the U.S. and abroad. Welcome and direct visitors, manage incoming calls, and ensure a professional front-desk presence. Qualifications: High school diploma or equivalent required; associate's or bachelor’s degree is a plus. Strong organizational and multitasking skills. Excellent written and verbal communication. Proficiency with Microsoft Office Suite (Word, Excel, Outlook). Strong attention to detail and ability to handle confidential information. Professional appearance and customer-focused attitude. Previous office or administrative experience is preferred but not required. What We Offer: Competitive entry-level salary Supportive team environment with training and mentorship Opportunities for growth and advancement Paid time off and benefits (if applicable)