Join 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.
Job Description Job ID: 8396 Category: Engineering Job Title: Engineer Compensation: commensurate with skills Date Posted: 2025-05-12 Position Type: Contractor Location: Hicksville, NY of Positions: 1 Description: Short Description: Our firm, Tri-Power Consulting Services, LLC (TPC), seeks a W2 employee to work as an Engineer. Per hour pay rate to commensurate with skills and experience. This hybrid position is as a contractor for our Electric Utility Client based in Hicksville, NY and has a duration of 1 year. Some responsibilities may include but are not limited to: Processing Distribution Interconnection applications for an electric utility which includes a large volume of daily inquiries such as Status update, portal issues, and application deficiencies and Responsible for managing all project accountings and financial aspects of the Interconnection Projects as per the agreed upon technical studies and full compliance with SGIP. Required: Bachelor's degree in a technical field (Electrical Engineering preferred) plus 1-3 years related experience, preferably in an electric utility power engineering role and requires true leadership qualities, strong technical background, and excellent customer service skills.