Trabajos financial professional en Wayne, New Jersey - Page 6Crear alertas

Job Description Summary: JVS is seeking a full-time Case Manager at our East Orange location. This role involves delivering individual and group case management and job development services. It is important to note that this is a grant-funded position. Applicants should possess a comprehensive understanding of immigration and refugee policies and procedures. A client-centric approach is paramount to the success of this program. Ideal candidates will demonstrate familiarity with the local community, including the job market and social service structure. Strong verbal, writing, and computer skills are essential, along with proficiency in handling required paperwork and meticulous attention to detail. Essential Functions · Document all client interactions, services provided, and referrals made in the ClientTrack database in a timely and accurate manner. · Conduct community outreach to identify and engage eligible clients in need of services. · Provide direct case management services including monitoring client progress, providing ongoing support, and connecting clients to various community resources. · Provide case management for approximately 80-100 clients annually · Provide eligibility screening, detailed intake and orientation, financial self-sufficiency assessments, and English assessments for clients · Maintain client files and databases; keep client case notes up to date · Work with grant funder and county welfare to coordinate services and referrals · Work directly with clients to address issues related to self-sufficiency; research local resources and provide information and referrals to clients · Assist clients with forms as needed · Prepare and submit online applications for SNAP, TANF and Medicaid as needed. · Promote JVS services in the local community · Perform other duties consistent with Education & Literacy department needs and not calling for materially different skills. Preferred Qualifications and Experience · Knowledge of immigration and refugee policies and procedures · Outstanding attention to detail with superior time and project management skills · Fluent in Haitian-Creole (not required but preferred) · Excellent communication and written skills · Intermediate Word and Excel skills · Ability to work independently and as part of a team and takes initiative. · Ability to multitask in a fast-paced environment · Ability to meet deadlines under pressure · Ability to be flexible as immediate priorities shift · Professional attitude and work habits · Bachelor’s degree with 1+ years’ experience working with refugees or immigrants. · Knowledge of Essex County, especially social service resources · Social work background a plus Pay: $50,000.00 per year Why Choose JVS? · Be a part of JVS’ mission and create a meaningful impact everyday · Health, dental, and vision benefit plans offered · 403(b) basic retirement plan · Generous PTO plan + extensive holiday list Benefits: • Dental insurance, • Health insurance, • Paid time off Powered by JazzHR r3NI9T9xuf

Job Description The Student Support Services (SSS) Classic Program is seeking a current Passaic County Community College student for a tutor/mentor position. This person should have strong interpersonal skills to support participants in the program. As a tutor, you will work with fellow students to assist students to improve their reading and writing skills. Tutors are expected to work one-to-one and/or in small groups assisting students. It is the mentor's primary responsibility to serve as a role model for students while supporting them through individual and group meetings toward their success. This is a part-time, hourly position. Mentor Duties: • Create a professional and welcoming environment for our students., • Conduct check-n meetings with mentees monthly., • Possess basic technical computer knowledge., • Must be dependable, organized, and pay attention to details., • Must be able to maintain confidentiality, follow through on directions and complete assigned work in a timely manner., • Must maintain a professional interactive and/or telephone manner, possess respectful verbal communication with both staff and students., • Must have a B+ or higher in the course providing tutoring and a GPA of 3.0 or above., • Completed at least two (2) full semesters at PCCC Compensation: The hourly pay for this position is $16. Benefits: • New Jersey Sick Leave: Earn 1 hour of sick leave for every 30 hours worked with a maximum of 40 hours of leave per benefit year. (Eligible to use after successful completion of probationary period.), • Employee Assistance Program provides free, confidential, limited counseling services, work-life assistance, legal and financial guidance., • Commuter Benefits: Free parking access is provided on site. An optional Transit Pre-Tax Plan is available which allows employees to use pre-tax dollars to purchase eligible transit expenses., • NJ Defined Contribution Retirement Program provides eligible members with a tax-sheltered, defined contribution retirement benefit, along with life insurance and long-term disability coverage. (Must meet eligibility requirements.)

Job Description Position Summary: The Financial Aid Officer assists assigned schools in all aspects of administering the student financial assistance programs. Essential Duties and Responsibilities: · Assists students in making application for all forms of student financial assistance (Federal, State, Agency, Veterans, Employer, etc.). · Performs data entry and file maintenance on the Campus Vue, and NSLDS data management systems. · Performs need analysis and financial aid packaging in Campus Vue. · Verifies and corrects financial aid application data. Prepares Professional Judgment applications for review by the Financial Aid Director · Maintains student files, assembles new student information and application packages and performs other clerical assignments. · Performs other duties as assigned by the Director of Financial Aid and/or School Director/ President. · Regular and reliable attendance. Skills/Competencies/Qualifications: · 1-2 years experience as a financial aid officer. · Knowledge of Federal and State financial aid regulations with specific knowledge of Title IV. · Ability to interact with all levels of individuals. · Detail oriented problem solver and the ability to multi-task. · Competency in the use of a personal computer and other office equipment · Ability to work in an environment that can be fast-paced and stressful at times · Physical mobility throughout the facility · Bachelor’s degree preferred (recent college grad urged to apply) Company DescriptionFortis Institute is proud of our long history of providing education to students that leads to the opportunity to learn, grow, and move into a rewarding career. We provide educational programs that are focused on assisting our graduates in obtaining employment and a lifetime of professional growth. The hard work and dedication of our employees has been a key factor in our success. Our parent company, Education Affiliates, is a company that takes pride in the importance we place upon our employees. Our success as a company is due to the people who work in our schools: they take care of our students and help them learn and grow into their careers while maintaining compliance with all regulatory agencies. We strive to be known as a high-quality organization which values our students above everything else. In order to remain a leader in our industry, Education Affiliates is focused on hiring new employees who will contribute to our students’ success. We look for employees who are passionate about education andFortis Institute is proud of our long history of providing education to students that leads to the opportunity to learn, grow, and move into a rewarding career. We provide educational programs that are focused on assisting our graduates in obtaining employment and a lifetime of professional growth. The hard work and dedication of our employees has been a key factor in our success.\r\n\r\nOur parent company, Education Affiliates, is a company that takes pride in the importance we place upon our employees. Our success as a company is due to the people who work in our schools: they take care of our students and help them learn and grow into their careers while maintaining compliance with all regulatory agencies. We strive to be known as a high-quality organization which values our students above everything else.\r\n\r\nIn order to remain a leader in our industry, Education Affiliates is focused on hiring new employees who will contribute to our students’ success. We look for employees who are passionate about education and

Job Description Overview: KORE is an independent insurance partner that delivers an experience unlike any other: Unconstrained in our tailored approach and adjective advice, unrivaled in our white-gloved service, and unlimited in our delivery of complete solutions to unlock possibilities. Our team of proven and handpicked professionals works with you to understand your needs and to deliver complete coverage from the most- respected carriers in the world. As an independent firm, we do not push proprietary products. Our brokerage and advisory services extend across risk management, business and operational risks, transactional risks, and claims and litigation. KORE was established in 2013 with our roots, principles and service commitment dating back to 1972 with our predecessor companies. We are a story of achievement through continuous adaptation and evolution – relentlessly focused on helping clients navigate changing markets and evolve their insurance coverage, while simultaneously evolving our business to stay at the forefront of the industry. As a result, we have emerged as a trusted leader known for going above and beyond to help clients succeed across every aspect of their business and personal life. Job Type: Full Time Key Responsibilities: Client Strategy and Leadership • Serve as the primary relationship manager for a portfolio of mid-to-large group benefits clients, within the C-suite and HR executive leadership, on primarily self-funded/self-insured plans (stop-loss placement, claims utilization analysis, and vendor/TPA management), • Confidently lead presentations, renewal meetings, and strategy sessions in client, carrier, and industry-facing individuals with utmost professionalism, • Identify and cross-selling opportunities that will enhance client value and increase contribution toward company revenue growth, • Collaborate with carriers and TPAs to resolve escalated service issues and negotiate competitive renewals, • Share knowledge and understanding of relevant market trends, regulatory updates, and best practices with colleagues to strengthen overall team performance, • Exemplify mentorship via demonstrating healthy workload prioritization, escalation of client issues, and implementation of strategic initiatives, • Deliver guidance on plan design, funding models, cost-containment strategies, and compliance requirements Qualifications and Experience • 7-10+ years’ employee benefits experience within an insurance brokerage, • Expertise with self-funded/self-insured health plans (required), • Strong technical knowledge of group benefits products, funding models, and compliance requirements (i.e., ACA, COBRA, HIPAA, etc.), • Excellent communication, presentation, and relationship management skills, • Proficiency in Applied Epic (preferred), • Valid Life & Health Insurance License (required) What We Offer: • $125K-$137K+ Discretionary Bonus, • Further Education Opportunities with Certification Reimbursement, • Health, Dental, Vision, and Life Insurance Benefits, • 401(k) Plan, • 20 Days of PTO + 9 Holidays, • Hybrid Work Flexibility (1-day WFH), • Free Onsite Gym and Café on Premises If you are a strategic Benefits professional with a passion for self-funded plan design and mentorship opportunities, we encourage you to apply for our Senior Account Executive role at Kore! Compensation and Benefits Disclosure: Kore Insurance Holdings, LLC offers a competitive total rewards package, including base salary, incentives, and benefits. Compensation is based on job responsibilities, relevant experience, skills, education, and location. Individual pay is determined by market data, internal equity, and performance. The stated pay range may be adjusted based on business needs and market conditions. Equal Opportunity Employer Statement: Kore Insurance Holdings, LLC is an equal opportunity employer. We value diversity and prohibit discrimination or harassment based on race, color, religion, sex, national origin, sexual orientation, gender identity, disability, genetic information, pregnancy, or any other protected status under federal, state, or local law. Employment decisions are based on qualifications, merit, and business needs. Agency Disclaimer: Unsolicited resumes from agencies will not be accepted. Kore is not responsible for fees without a signed agency agreement in place.

Job DescriptionSalary: Waystone leads the way in specialist services for the asset management industry. Partnering with institutional investors, investment funds and asset managers, Waystone builds, supports and protects investment structures and strategies worldwide. With over 20 years experience and a comprehensive range of specialist services to its name, Waystone is now serving assets under management in excess of $2Tn.Waystone provides its clients with the guidance and tools to allow them to focus on managing their investment goals with confidence. The roles consist of managing a small number of client relationships, ensuring superior client service and the delivery of accurate information in a timely fashion. The successful candidate will have responsibility for their clients portfolios from start to finish. This will include (but is not limited to) the following: Manage the Investor Services team including training and professional development Develop and maintain client confidence and belief in the companys vision and strategy for delivering stakeholder value Understanding of fund structures, investment strategies, performance fee calculations, AML & compliance regulations Deliver a high level of service and immediate response time to all client and investor queries Manage client-specific requests and define projects to develop processes to improve the product offering Work with external auditors in preparation of year-end financial statements for the Funds Manage CRS reporting including FATCA reporting Work closely with the Compliance Officer to ensure all AML procedures are followed in accordance with Waystone Anti-Money Laundering procedures manual Participate in special projects within the Waystone group including quality control and process improvements Experience: A minimum of 8 years in an Investor Services role in a Fund Administrator A minimum of 4 years in a management position Experience of HWM Mantra would be an advantage Education: A university degree (B.A./ B.Sc./ M.B.A.) in Business (preferably specialising in accountancy or another financial-related discipline)

Job Description Responsibilities Artificial Intelligence; Advanced Technology; The very best in patient care. With decades of expertise, we are Leading Radiology Forward. With dynamic cross-training and advancement opportunities in a team-focused environment, the core of our success is its people with the commitment to a better healthcare experience. When you join us as a Patient Service Representative, you will be joining a dedicated team of professionals who deliver quality, value, and access in the 21st century and align all stakeholders- patients, providers, payors, and regulators to achieve the best clinical outcomes. You Will: • Greet and register patients in a friendly and service-oriented manner., • Obtain or verify proper insurance and patient information, collect signatures and ensure accuracy and completion of necessary documentation., • Collect and log all co-pays and fees, • Answer/transfer incoming phone calls., • Schedule, reschedule or cancel new or current patients, confirm appointments and notify staff of changes when necessary., • Give patients appropriate orientation for preparatory and safety protocols, and provide directions to facilities if needed., • Coordinate with the back-office staff for timely and effective care of patients, • Demonstrates competency regarding the need to safeguard patient property and Patient Health Information., • Safeguards any on site medications in accordance with Company policies, procedures and any legal requirements., • Demonstrates respect for company property, including any cash and patient financial information on site or on patient portals., • Is responsive to the needs of others by exhibiting and maintaining professional behavior toward patients and coworkers., • Demonstrates respect for patient boundaries and cultural sensitivities during all interactions., • Demonstrates ability to interact diplomatically and sympathetically with patients, their families, and the public in a clinical setting., • Genuinely passionate about customer service and exercise sound judgement and an ability to remain professional in all situations, • Able to demonstrate effective and professional communication, interpersonal skills and respect with patients, guests & colleagues, • High School Diploma or GED, • Intermediate to advanced computer skills, • Strong multitasking and communication skills, • Experience providing exceptional customer service, • Medical terminology knowledge and recent medical/radiology office experience is preferred. We Offer: • Comprehensive Medical, Dental and Vision coverages., • Health Savings Accounts with employer funding., • Wellness dollars, • 401(k) Employer Match, • Free services at any of our imaging centers for you and your immediate family. #PSRMS Pay Range: $17.00 - $20.00 per hour

Job DescriptionDescription: Job Title: Part-Time Client Services Associate About Us: Bleakley is a leading independent Registered Investment Advisor firm dedicated to providing top-tier financial advice and investment strategies. Our commitment to our clients is matched only by our dedication to our team members. Job Brief: We are seeking a detail-oriented and professional Administrative Assistant with experience in the financial industry to join our team. This individual will provide high-level administrative and operational support to financial advisors. The ideal candidate will have a background in financial services, strong organizational skills, and the ability to handle high volume and sensitive information with discretion. Responsibilities: Administrative Support • Manage calendars, schedule client appointments, and coordinate internal meetings, • Answer and direct incoming calls and emails; act as a liaison between clients and advisors, • Prepare and process account paperwork, applications, and compliance documents, • Assist with onboarding new clients, including data gathering, form preparation, and follow-up, • Help generate reports using financial software (e.g., Orion, eMoney, Morningstar), • Review and proof meeting materials and financial plans to ensure accuracy and professionalism, • Support compliance initiatives by maintaining accurate and up-to-date records, • Ensure adherence to firm policies, industry regulations, and data security standards, • Manage office supply inventory and coordinate with vendors, • Help organize client appreciation events, seminars, or internal meetings, • Provide backup support to other administrative staff as needed Requirements: Qualifications: • 1-2 years of administrative experience in financial services, wealth management, or banking, • Proficiency with Microsoft Office Suite (Word, Excel, Outlook, PowerPoint), • Experience with CRMs (e.g., Salesforce, Redtail) and financial planning software is a plus but not required, • Excellent communication, time management, and organizational skills, • Ability to prioritize multiple tasks and work independently in a fast-paced environment, • Opportunity to play a key role in the growth and success of a leading RIA firm., • Collaborative and supportive team environment., • Competitive salary and benefits package., • Continuous professional development opportunities., • High end office located in Parsippany NJ with gym on-site., • Culture activities focused on health & wellness, team collaboration, and employee engagement.

Job DescriptionDescription: Job Summary: The Business Manager is an integral part of the school’s senior leadership team and is responsible for employing standard accounting and bookkeeping practices to keep an accurate continuous record of cash and financial position of the school and managing the financial operation of the school so that the institution remains financially stable. The Business Manager is a direct report to the Head of School with a dotted line reporting to the Finance Manager. Essential Duties and Responsibilities including but not limited to: • Add new vendors and record all vendor invoices in Quickbooks, • Submit weekly schedule of Accounts Payable payments to Finance Manager for approval and submit for payment via Bill Pay and/or other required methods, • Prepare and send rental and other ancillary invoices, • Record all deposits including TADS, Stripe, Square and ACH, and deposit and record check payments, • Prepare monthly classroom budget reports for the faculty, • Maintain schedule of day/overnight trip expense detail, • Process semi-monthly payroll, • Manage onboarding process in Paylocity, • After School Enrichment Coordinator and Camp Co-op Coordination, • Assist with the enrollment of employees in Health, Dental, Vision, and Pension Plans and work with Finance Manager and broker on annual insurance renewals, • Assist in the preparation of documents for the school’s annual audit Requirements: Key Competencies: • A bachelor’s degree in accounting and finance or equivalent combination of education and experience required, • Minimum five years of experience in finance/accounting, • High ethical and professional standards, • Excellent oral and written communications skills, • Proficiency in Quickbooks, Microsoft & Google Suite, • Keen analytical skills and attention to detail, • Ability to work independently on self-directed tasks, organize time effectively, and collaborate with coworkers and other school community members

Job DescriptionSalary: Waystone leads the way in specialist services for the asset management industry. Partnering with institutional investors, investment funds and asset managers, Waystone builds, supports and protects investment structures and strategies worldwide. With over 20 years experience and a comprehensive range of specialist services to its name, Waystone is now serving assets under management in excess of $2Tn. Waystone provides its clients with the guidance and tools to allow them to focus on managing their investment goals with confidence. ESSENTIAL DUTIES AND RESPONSIBILITIES The roles consist of managing a small number of client relationships, ensuring superior client service and the delivery of accurate information in a timely fashion. The Vice President - Fund Accounting will have responsibility for their clients portfolios from start to finish. This will include (but is not limited to) the following: Build a relationship with the stakeholders of the funds Manage a team of fund accountants including training and professional development Manage daily, weekly, monthly and annual client deliveries including reconciliations, Net Asset Values and year-end reporting Calculation and review of Net Asset Values in line with the clients requirements Manage client-specific requests and define projects to develop processes to improve the product offering Preparation and review of financial statements, supporting information and tax schedules in relation to the year-end audit Understanding of fund structures, investment strategies, management and performance fee calculations, profit/loss allocation and currency class hedging. Experience: 8 years experience in Fund Accounting, preferably in Hedge Minimum 4 years previous managerial experience Financial Reporting experience an advantage Education: A university degree (B.A./ B.Sc./ M.B.A.) in Business (preferably specializing in accountancy or another financial-related discipline) An internationally recognized accounting designation (CA, CPA, ACCA or equivalent), is not required but is an advantage

Job DescriptionWe are seeking current Passaic County Community College students to be Success Mentors who will guide and serve as a resource to prospective and current Passaic County Community College (PCCC) students. The Success Mentor’s primary focus is to support the overall success of students by providing help with goal setting, study skills, time management, professional development, and personal development. Candidates must demonstrate willingness, patience, and a passion for supporting students in their access to and completion of their college journeys. The Success Mentor position requires a commitment of 10-15 hours per week throughout the academic year (August through May) and during the summer as needed. This is a part-time, hourly position. Example of Duties: • Schedule and attend 1-1 in-person and virtual sessions with assigned mentees., • Communicate regularly and professionally with students to provide academic support., • Connect mentees with campus academic resources and help grow their awareness of opportunities, policies, and support services., • Develop and facilitate workshops and events., • Document mentor/mentee correspondence., • Correspond with PCCC program staff regarding mentee concerns and/or progress., • Provide support for PCCC programming and recruitment events as necessary., • Represent PCCC in a positive, appropriate and professional manner., • Possess and maintain at least a 2.7 cumulative GPA, • Has successfully completed at least two full-time semesters at PCCC, • Willingness to commit to at least one year as a mentor, • Ability to initiate and sustain consistent interaction with mentees, • Strong organizational skills and capability to complete paperwork in a timely manner, • Demonstrate sensitivity when working with a diverse group of participants Compensation: Compensation is determined by a variety of criteria, including but not limited to, previous relevant experience, education level, and certifications. The minimum hourly pay for this position is $15.92. Benefits: • New Jersey Sick Leave: Earn 1 hour of sick leave for every 30 hours worked with a maximum of 40 hours of leave per benefit year. (Eligible to use after successful completion of probationary period.), • Employee Assistance Program provides free, confidential, limited counseling services, work-life assistance, legal and financial guidance., • Commuter Benefits: Free parking access is provided on site. An optional Transit Pre-Tax Plan is available which allows employees to use pre-tax dollars to purchase eligible transit expenses., • NJ Defined Contribution Retirement Program provides eligible members with a tax-sheltered, defined contribution retirement benefit, along with life insurance and long-term disability coverage. (Must meet eligibility requirements.)

Job Description Passaic County Community College is seeking a part-time Project Coordinator who is responsible for the day-to-day coordination and implementation of the Mental Health in Higher Education Community Provider Partnerships and Professional Development program. The Project Coordinator reports to the Project Director. Example of Duties: • Manage the day-to-day implementation of project activities including connecting and coordinating with key Passaic programs and community partners to expand mental health awareness, support and services beyond what the college is already providing., • Coordinate professional development activities for the project., • Track student participation in activities and services., • Provide short term mental health counseling, • Assess, screen,and refer to community partner for mental health services, • Track faculty and staff participation in professional development opportunities., • Order supplies and materials for the program., • Participate in program evaluation., • Bachelor’s degree in Social Work, Human Services, Education, Counseling or related field required., • Master’s in mental helath related field preferred, or presently enrolled in master’s program, • Experience with working with underserved students. Please apply using your legal first and last name. Compensation: Compensation: Compensation is determined by a variety of criteria, including but not limited to, previous relevant experience, education level, and certifications. The minimum hourly pay for this position is $23. Benefits: • New Jersey Sick Leave: Earn 1 hour of sick leave for every 30 hours worked with a maximum of 40 hours of leave per benefit year. (Eligible to use after successful completion of probationary period.), • Employee Assistance Program provides free, confidential, limited counseling services, work-life assistance, legal and financial guidance., • Commuter Benefits: Free parking access is provided on site. An optional Transit Pre-Tax Plan is available which allows employees to use pre-tax dollars to purchase eligible transit expenses., • NJ Defined Contribution Retirement Program provides eligible members with a tax-sheltered, defined contribution retirement benefit, along with life insurance and long-term disability coverage. (Must meet eligibility requirements.), • Voluntary Annuity Programs: Additional contributions to retirement account (Must meet eligibility requirements)

Job DescriptionPosition Overview Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Customer Relations Representative - State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential. Responsibilities • Establish customer relationships and follow up with customers, as needed., • Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification., • Use a customer-focused, needs-based review process to educate customers about insurance options., • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.As an Agent Team Member, you will receive..., • Salary plus commission/bonus, • Health benefits, • Profit sharing, • Paid time off (vacation and personal/sick days), • Valuable experience, • Growth potential/Opportunity for advancement within my agencyRequirements, • Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred, • Successful track record of meeting sales goals/quotas preferred, • Excellent interpersonal skills, • Excellent communication skills - written, verbal and listening, • Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams, • People-oriented, • Organizational skills, • Self-motivated, • Detail oriented, • Dedicated to customer service, • Ability to work in a team environment, • Ability to multi-task, • Achieve mutually agreed upon marketing goals, • Property and Casualty license (must be able to obtain), • Life and Health license (must be able to obtain)If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.

Job Description Overview: Imperial Cleaning is one of the largest independently owned cleaning companies in the nation, providing professional cleaning services to Retail, Offices, Medical Facilities, Schools, Commercial Buildings, Financial Institutions, Municipalities, and more for over 25+ years. Now over 1,000 employees strong, and with consistent double-digit sales growth year over year, Imperial Cleaning is well-positioned to continue its growth. Should you come to work at Imperial, you will find that we encourage input and creativity from employees at every level within our organization to improve and move our business forward. We welcome new employees to our growing family and team. When you join Imperial Cleaning you become part of a great family culture. At Imperial, we know that our people are our greatest asset, and we take great care to find highly qualified candidates that share our commitment to growth and excellence. Imperial Cleaning is an equal opportunity employer. We offer competitive compensation packages and a variety of benefits that provide our staff with a safe, respectful, and professional working environment. Our headquarters is located at 151 Dixon Avenue, Amityville, NY, and is an upscale and professional building. Job Description: • Clean buildings/facilities by sweeping and mopping floors, vacuuming, and cleaning surfaces., • Clean and disinfect sinks, countertops, floors, toilets, mirrors, tables, chairs, refrigerators, microwaves, etc. in restrooms, break rooms, and/or kitchenettes, • Replenish supplies in restrooms, break rooms, and kitchen, • Empty trash cans and recyclables into disposal areas, • Wipe down walls and woodwork, doors, wall hangings, baseboards, etc., • Handle additional approved special requests from customers Location: West Orange, NJ

Job DescriptionDescription: Position Overview The Advisor Relationship Specialist will play a vital role in ensuring that advisors are supported with the tools, systems, and resources they need to maintain and grow their client relationships. The position is integral to the overall success of our advisory team, as they will be responsible for maintaining essential systems, ensuring smooth communication between departments, and providing timely support to both clients and advisors. Key Responsibilities 1. Client and Advisor-Facing Communications o Serve as a primary point of contact for advisors and clients, ensuring all requests, inquiries, and communications are handled promptly and professionally. o Provide updates to clients and advisors on the status of requests or any actions being taken, ensuring transparency and a high level of service. o Act as a liaison between advisors and other departments (e.g., operations, compliance, technology, trading) to ensure all client questions or issues are addressed. • CRM Maintenance:, • Regularly update and maintain client records in the CRM system (e.g., Practifi) ensuring all client information is accurate and up-to-date., • Track interactions, manage contact details, and log important notes regarding client preferences or needs., • Submit tasks to appropriate departments such as client service, trading, billing, etc. and action items on behalf of the advisor, ensuring follow-ups, and client-related activities are scheduled and tracked effectively., • Compliance and Documentation, • Submit weekly compliance memo to ensure accurate documentation of activities, • Maintain and track client annual meeting calendar., • Review and log all correspondence related to client interactions and ensure compliance regulations, • Monitor and report all gifting activities, ensuring they align with compliance guidelines., • Track and report non-discretionary trades, • Maintain an updated Client Relationship Summary (CRS) logRequirements: Skills & Qualifications • Education:, • Bachelor’s degree in finance, Business, or related field, or equivalent experience in the financial services industry., • Experience:, • 1-3 years of experience in a client service or operations role within a financial services environment, preferably in an RIA, wealth management, or brokerage firm., • Knowledge of financial products, account types, and investment industry terminology., • Experience with account opening, transfer processing, and move money transactions is highly desirable., • Technical Skills:, • Proficiency in Microsoft Office Suite (Excel, Word, Outlook)., • Experience with CRM (Salesforce), custodial platforms (e.g., Schwab, Fidelity, Pershing), and financial account management systems is a plus., • Strong understanding of financial transactions, including wire transfers, ACH, and other methods of money movement., • Soft Skills:, • Strong attention to detail and ability to handle sensitive client information with discretion., • Excellent communication skills, both verbal and written., • Strong problem-solving skills and the ability to troubleshoot issues independently., • Client-focused with a high level of professionalism and service orientation., • Series 65, or other relevant financial industry certifications, are a plus but not required. Right to Revise: This job description is not meant to be all-inclusive, and the Company reserves the right to revise this job description as necessary without advance notice. The statements herein are intended to describe the general nature and level of work being performed by the employee. They are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer without notice. Why Join Us: · Opportunity to play a key role in the growth and success of a leading RIA firm. · Collaborative and supportive team environment. · Competitive salary and benefits package. · Continuous professional development opportunities. · High end office located in Parsippany NJ with gym on-site. · Culture activities focused on health & wellness, team collaboration, and employee engagement.

Job DescriptionThe Thomas Tobin Insurance team has been serving the insurance needs of Passaic County since 1999. Our focus is auto insurance, homeowners insurance, renters insurance, condo insurance, life insurance and commercial insurance as well as Financial Services throughout Clifton, NJ and the surrounding communities. We have over 50 years of combined insurance experience. The office has a phenomenal team that works well together and is a tight knit group. We pride ourselves on being personable and professional and always seeking that addition to our team that helps us shine bright. We are committed to community! Thomas and his team serve locally through various organizations in the community and are big proponents of United Way. Come join us today! Position Overview Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Responsibilities • Establish customer relationships and follow up with customers, as needed., • Use a customer-focused, needs-based review process to educate customers about insurance options., • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.As an Agent Team Member, you will receive..., • 401K, • Hourly pay plus commission/bonus, • Health benefits, • Paid time off (vacation and personal/sick days), • Flexible hours, • Growth potential/Opportunity for advancement within my agency, • Hiring BonusRequirements, • Interest in marketing products and services based on customer needs, • Excellent communication skills - written, verbal and listening, • People-oriented, • Detail oriented, • Proactive in problem solving, • Able to learn computer functions, • Ability to work in a team environmentIf you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.

Job DescriptionDescription: About Us: Bleakley is a leading independent Registered Investment Advisor firm dedicated to providing top-tier financial advice and investment strategies. Our commitment to our clients is matched only by our dedication to our team members. We are seeking a dynamic Client Service Associate to join Advisor, Lyle Weintraub’s team and support our growing initiatives. About Lyle Weintraub’s team: Over the last 30 years, Lyle has built a nationally recognized, award-winning financial advisory practice and a top caliber team. Named among New Jersey’s Best-In-State Wealth Managers by Forbes, we serve high net worth individuals and families. Job Brief: We are looking for an ambitious and adept candidate who is passionate about providing exceptional client service and thrives in a fast-paced environment. This role includes a mix of client-facing activities and administrative tasks that will expand your skill set and make a meaningful impact on our business. High-level responsibilities include preparing pre- and post- meeting client materials, onboarding prospective clients and any other administrative tasks to support the needs of the team. To succeed in this role, you will need to be detail-oriented, along with having excellent communication skills, empathy and a collaborative spirit. This position reports directly to the Director of Operations. We look forward to adding another high achiever to our close-knit team. Responsibilities: • Assist Operations Team with day-to-day client needs (sending statements, tax documents, reports, beneficiary updates, opening new accounts, bank links, etc.), • Document tasks and update KYC information in CRM and other platforms., • Assist with money movement requests., • Track and deposit checks received and process in compliance with the company and broker-dealer standards., • Perform office and administrative tasks., • Assist with pre-meeting preparation materials., • Run Insurance Quotes and assist with insurance processes., • Run client reporting data, as directed., • Update and maintain client accounts and profiles., • Assist and support team members, where needed., • Monitor and maintain team calendar, phones and compliance emails., • Manage and maintain Constant Contact correspondence and any other digital platforms., • Assist with maintaining compliance records and reports., • Reconcile and troubleshoot daily custodial alerts., • Assist with maintaining Social Media platforms. Requirements: Knowledge and Skills • Enthusiasm for helping clients and other team members, • Excellent communication and interpersonal skills, • Must possess high standards of professional ethics, • Extremely proactive, reliable and success-driven, • Must be detail-oriented, organized and resourceful, • Able to multi-task in a fast-paced environment, • Knowledge of Microsoft Office and Salesforce preferred, • Bachelor’s degree from a four-year college or university, • 2+ years of experience in the financial services industry or related experience, • Conduct with the highest level of integrity and confidentiality, • Knowledge of Microsoft Office and Salesforce preferred, • Knowledge of Sales Navigator and social media Right to Revise: This job description is not meant to be all-inclusive, and the Company reserves the right to revise this job description as necessary without advance notice. The statements herein are intended to describe the general nature and level of work being performed by the employee. They are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer without notice. Why Join Us: · Opportunity to play a key role in the growth and success of a leading RIA firm. · Collaborative and supportive team environment. · Competitive salary and benefits package. · Continuous professional development opportunities. · High end office located in Parsippany NJ with gym on-site. · Culture activities focused on health & wellness, team collaboration, and employee engagement.