Financial services jobs in New York, NYCreate job alerts
- RamGrows Financial
Tax Accountant1 month ago$20 hourlyFull-timeBrighton Beach, BrooklynCompany: RamGrows Financial Locations: Brooklyn, NY and North Bergen, NJ Compensation: Starting at $20/hour, commensurate with experience About Us: RamGrows Financial is a growing tax preparation and bookkeeping company dedicated to providing top-tier financial services to diverse communities. We pride ourselves on creating a supportive work environment where employees can thrive and grow their skills. Position Overview: We are seeking bilingual entry-level Tax Preparers to join our team for the upcoming tax season. This is an excellent opportunity for individuals with some tax preparation experience who are looking to build their careers in the financial industry. Key Responsibilities: Prepare and file individual and small business tax returns accurately and efficiently. Assist clients with tax-related inquiries and provide exceptional customer service. Review financial records and ensure compliance with tax regulations. Manage multiple client files and tasks simultaneously. Maintain confidentiality and handle sensitive client information securely. Qualifications: Fluency in Spanish, Arabic, Urdu, or Mandarin (spoken and written). Some experience with tax preparation is required (prior seasonal experience is a plus). Strong attention to detail and organizational skills. Ability to multitask and work efficiently under pressure, especially during peak tax season. Excellent communication and interpersonal skills. Willingness to learn and participate in company-provided training programs. What We Offer: Competitive hourly pay starting at $20/hour, with higher compensation based on experience. Comprehensive training to ensure you’re confident and prepared for tax season. Opportunities for career advancement in a growing company. A collaborative and supportive work environment. How to Apply: If you’re ready to take the next step in your financial career, we’d love to hear from you! Please submit your resume and a brief cover letter detailing your relevant experience and language proficiency. Join RamGrows Financial and help us make tax season stress-free for our clients!
Easy apply - PFS Financial Services
Independent Sales Representative2 months agoFull-timeNew YorkWe are looking for an enthusiastic and driven independent sales representative to drive company sales by persuading customers to purchase our products. The independent sales representative’s responsibilities include managing customer relationships, identifying networking opportunities, answering customers' questions, and finding new customers through cold-calling, emailing, and social media advertising. You should also be able to implement effective sales strategies to continually meet or exceed sales quotas. To be successful as an independent sales representative, you should be committed to achieving sales goals with minimal supervision. Ultimately, a top-performing independent sales representative should demonstrate effective communication and negotiation skills, and achieve excellent customer service at all times.
Easy apply - Moss Financial Services
Licensed Insurance Sales Assistant – Exciting Growth Opportunity2 months agoFull-timeManhattan, New YorkMoss Financial Services is a dynamic firm specializing in comprehensive financial planning, including life settlements, insurance solutions, investment advisory, and employee benefits. We are committed to delivering personalized, results-driven financial strategies for individuals, families, and businesses. A significant portion of our profits supports charitable organizations, reflecting our dedication to both financial success and social responsibility. We are looking for experienced professionals to join our growing team, offering opportunities for career advancement and meaningful impact. Job Description: Join our dynamic team at Moss Financial Services. We are looking for a licensed insurance sales assistant with at least 2 years of experience to help us expand our client base and provide top-notch support. This role will involve lead generation, client communication, appointment setting, and portfolio reviews. You'll be working directly with companies, individuals, and key partners to drive our life settlement and insurance products. Responsibilities: Assist with sales and marketing efforts, primarily for life insurance and life settlements. Call and follow up with referrals, prospects, and clients. Help maintain customer relationships and provide exceptional client support. Coordinate with internal teams to ensure smooth client onboarding and follow-ups. Assist in preparing presentations and client meetings. Requirements: Must have a valid insurance license. Minimum 2 years of experience in life insurance or life settlements. Strong communication, organizational, and multitasking skills. Ability to work independently and manage client relations. Benefits: Competitive compensation. Opportunity for growth in a supportive, mission-driven company. Flexible working environment. If you're passionate about helping clients and growing with a company that makes a difference, we’d love to hear from you!
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