Trabajos financial planning assistant en New York, New York (NY) StateCrear alertas
- Molod, Spitz & DeSantis, P.C.
Billing Clerk/Admin Assistanthace 9 díasJornada completaManhattan, New YorkMolod Spitz & DeSantis P.C. is seeking a detail-oriented and efficient Billing Clerk/Admin Assistant to join our team. The ideal candidate will have experience in billing and administrative tasks, preferably within a legal setting. This is an excellent opportunity for a professional to contribute to our law office's success and grow within the organization. Duties Prepare and send out client invoices in a timely manner. Track payments and manage accounts receivable. Reconcile billing discrepancies and resolve any issues with clients. Maintain accurate records of billing and payment activities. Assist with administrative tasks such as filing, data entry, and answering phones. Coordinate with attorneys and paralegals to ensure accurate and timely billing. Provide excellent customer service to clients, addressing any billing-related inquiries. Support office management with various clerical duties as needed. Skills Proven experience as a Billing Clerk or in a similar administrative role, preferably in a law office. Strong understanding of billing procedures and accounts receivable management. Proficiency in Microsoft Office Suite, particularly Excel. Excellent organizational and time management skills. Attention to detail and accuracy in handling financial data. Strong communication and interpersonal skills. Ability to work independently and as part of a team. Experience with legal billing software and accounting systems is a plus. Job Type: Full-time Pay: Competitive hourly rate, based on experience Expected Hours: 40 hours per week Benefits: Health insurance Dental insurance Vision insurance Paid time off Retirement plan Experience Level: 1-2 years of billing or administrative experience, preferably in a law office (Preferred) Work Location: In person
Inscripción fácil - Feng Capital
Loan Officer (Mandarin Speaking)hace 1 mesJornada completaFlushing, QueensFeng Capitals is a prestigious financial services firm committed to delivering exceptional financial advice and solutions to our clients. We are currently seeking a Mandarin-speaking Financial Consultant to join our dynamic team. This role is ideal for a driven individual with a strong understanding of financial markets and a passion for client service. Job Description: Build client base; Acquire new clients on an ongoing basis; Effectively communicate and build relationships with Mandarin-speaking clients. Contact clients periodically to determine if there have been changes in their financial status; Provide knowledgeable, customized financial guidance; Provide comprehensive financial planning and investment advice to our diverse clientele. Sell financial advice such as investments, business loan, mortgage, etc; Finance experience not necessary; Applicant should have an interest in sales and "winning" assets; Work independently to achieve sales targets and earn commissions. Advisors at Feng Capitals build their book of business from the ground up with help from our training programs. This involves mostly sales in the beginning. This will require a sales and Entrepreneurial mindset Requirements: Fluency in Mandarin is essential. Proven experience in financial planning, investment advisory, or a related field. Strong understanding of financial products and markets. Excellent communication, interpersonal, and presentation skills. Ability to work effectively in a commission-only environment. Self-motivated with a strong work ethic and entrepreneurial spirit. Relevant financial certifications (e.g., CFP, CFA,CPA) are advantageous. Benefits: Competitive commission structure with no cap on earning potential. Flexible working conditions. Supportive team environment and company culture. Professional development and career advancement opportunities. Access to cutting-edge financial tools and resources. Future Career Paths: Feng Capitals has unmatched training programs. Some of the leaders on the team have education backgrounds and are committed to coaching and mentoring the next generation. Many Advisors go on to obtain professional designations. There are also management opportunities within the first 2 years! Work Authorization: We’re an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. CPT, OPT Accepted. Visa Sponsorship provided upon selective candidates. We look forward to discovering the next member of our team and growing together! Job Type: Full-time Pay: From $49,596.00 per year Benefits: 401(k) Employee discount Health insurance Life insurance Professional development assistance Referral program Compensation package: Bonus opportunities Commission pay Signing bonus Weekly schedule: Monday to Friday Work setting: In-person Office Experience: Financial concepts: 1 year (Preferred) Ability to Commute: Flushing, NY 11354 (Preferred) Work Location: Hybrid remote in Flushing, NY 11354
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