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  • Bookkeeper
    Bookkeeper
    2 days ago
    $65000–$75000 yearly
    Full-time
    Manhattan, New York

    Job Overview We are seeking a highly organized and detail-oriented Bookkeeper to join our team. The ideal candidate will possess accounting and bookkeeping skills and experience. A solid understanding of office management and basic small business accounting. You will work closely with our customer support, order and production teams, as well as working weekly with management and owner. The ideal candidate will have a strong background in various accounting software and financial concepts, with the ability to handle multiple accounts and reconcile financial statements. This role is essential in maintaining the integrity of our financial data and supporting budgeting processes. The Bookkeeper will work closely with management and our external CPA to prepare financial reports, process transactions, and support all aspects of finances of the company. This role is essential to the daily operations of the company, ensuring the office is running smoothly and efficiently. We are a strong wholesaler company with offices on 5th Ave. An upbeat, lively, fun place to work with a vibrant and caring team in a growing business. Duties • Manage full-cycle accounts payable and receivable, • Handle month-end close and bank reconciliations, • Complied in weekly and month reports such as PNL reports, • Preparing and filing financial documents, • Track expenses and maintains general ledger accuracy, • Collaborate closely with external CPA, • Organize and maintain files, both physical and electronic, to ensure easy access to information., • Reconciling company accounts, • Assist in office management tasks, • 4+ years of bookkeeping experience across small to medium businesses, • Strong reasoning skills with exceptional attention to detail, • Familiarity with office management procedures and best practices, • High level of computer literacy, including proficiency in Microsoft Office Suite or similar applications, • Strong excel skills, • Reliable and trustworthy, • Ability to work independently as well as part of a team in a fast-paced environment., • Office Hours: Monday - Friday 9:30am - 6pm

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  • Insurance Broker
    Insurance Broker
    15 days ago
    $20000–$75000 yearly
    Full-time
    Central Ward, Newark

    We are dedicated to empowering families with comprehensive financial literacy, a mission that we pursue with unwavering professionalism and agility. Our goal is to equip each family with the knowledge and tools necessary to achieve financial stability and success, ensuring that these benefits are passed down through generations. We believe in the transformative power of financial education and are committed to delivering these insights with the utmost passion and excellence, creating a brighter and more prosperous future for all. Partnership Overview: Wealth For Generations - Experior Financial Group is seeking a partner that will go above beyond for their clients in the financial industry. This role involves helping families build generational wealth through life insurance solutions. We offer comprehensive training, weekly product knowledge based meetings. Responsibilities: • Understand clients' financial goals and create customized life insurance plans., • Educate clients on life insurance benefits and features., • Develop strategies to help clients achieve long-term financial security., • Assist clients with life insurance applications and the underwriting process., • Maintain strong client relationships through regular communication and excellent service., • Be able to manage a team, • Daily financial literacy exercises to ensure Knowledge is sharp, • Stay informed about industry trends, products, and regulations., • Collaborate with team members to achieve company goals and sales targets. Experience: • High school diploma or equivalent (Bachelor’s degree in finance, business, or related field preferred)., • Previous experience in sales, customer service, or the financial industry is a plus., • -Life Insurance License is Required ( Must obtain if not Acquired), • Strong interpersonal and communication skills., • Ability to understand and explain complex financial concepts., • Detail-oriented with excellent organizational skills., • Proactive and self-motivated leader with a strong work ethic., • Basic knowledge of financial planning and life insurance products is a plus., • Proficiency in Microsoft Office Suite. Skills: • Interpersonal and communication skills, • Ability to explain financial concepts, • Organizational skills, • Leader (Able to take charge of your destiny), • Proactive and self-motivated Location: Remote Salary Type : Commission / Independent Contractor

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