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Our company has moved to 100% virtual, work-from-home positions. This position WFH Benefits Specialists positions allows you to earn an incredible living without sacrificing your family life. You’ll have the flexibility to choose your working hours when it’s convenient for YOU and your family. We’re looking for enthusiastic individuals to assist existing and prospective clients within our organization. This position will work with multiple clients through-out the day providing outstanding service and product knowledge. Preferred Skills: • Excellent communication skills, including active listening and problem-solving • Ability to learn, adapt, and adjust on the go • Works well with others and individually • Possesses a strong work ethic and drive to succeed What you can expect: • Flexible Schedule with Weekly Pay • 100% Remote Position • Weekly Trainings lead by Top Leaders • Life Insurance • Health Insurance reimbursement • Industry-leading resources and technology *In the interest of community wellness, AO has adjusted our business operations. As such, all interviews will be conducted via Zoom video conferencing.

About our client: We are a dynamic and client-focused investment advisory firm specializing in providing tailored financial solutions. We pride ourselves on our commitment to excellence, innovative strategies, and fostering long-term relationships with our clients. Our expertise spans diverse markets, including the U.S., China, and Europe. Position Overview: We are seeking a passionate and results-driven Investment Advisor to join our team. The ideal candidate will excel at understanding client needs, crafting personalized investment strategies, and maintaining a deep knowledge of global financial markets. If you are a motivated professional with a strong ability to guide clients toward achieving their financial goals, we encourage you to apply. Key Responsibilities - Develop and maintain strong relationships with clients by understanding their financial objectives and risk tolerance. - Create and implement customized investment strategies tailored to individual client needs. - Actively monitor and manage client portfolios, ensuring alignment with market trends and changes. - Provide expert advice on market conditions, investment opportunities, and asset allocation. - Stay updated on global market trends, with a particular focus on the U.S., China, and European markets. - Collaborate with the advisory team to enhance client experience and refine investment offerings. - Ensure compliance with regulatory requirements and company policies. Qualifications - Bachelor’s degree in Finance, Economics, Business, or a related field (Master’s or CFA preferred). - Proven experience as an Investment Advisor, Financial Planner, or similar role. - Strong understanding of global markets, particularly the U.S., China, and Europe. - Excellent analytical skills and proficiency in financial planning tools. - Outstanding communication and interpersonal skills, with a client-first approach. - Ability to work independently and as part of a collaborative team. - FINRA Series 7 and 66 (or 63 and 65) licenses required. Why Join Us? - Competitive salary and performance-based bonuses. - Comprehensive benefits package, including health insurance, retirement plans, and professional development opportunities. - A supportive and inclusive work environment that values growth and innovation. - Access to cutting-edge tools and resources to serve clients effectively. How to Apply Please submit your resume and a cover letter detailing your qualifications and interest in the Investment Advisor position. Applications will be reviewed on a rolling basis, and early submissions are encouraged. Holee is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Responsibilities: This position supports the management of the New York Branch application portfolio. This includes the following responsibilities for New York’s in-house applications and purchased third-party applications: · Incident Management · Monitoring of Application Services and Processes · Change Management and Implementation · Management of internal IT controls and policies related to the applications · Coordination of tests and documentation of enhancements This position supports NY changes, processes, and issues in Head Office Applications (e.g. LoanIQ, Front Arena, EDW, etc.) This position requires coordination with Head Office colleagues and third-party vendors/consultants. Limited implementation work with SSIS, .Net, Python, and Tableau. (SQL Server Integration Services) ** Specific Tasks / Responsibilities** · Participating in status calls with business users, Head Office, and external consultants related to the application. · Ensuring all internal guidelines and requirements for the applications’ documentation, change management, and incident management are met. · Troubleshooting and resolving technical issues that arise in the applications. · Managing and implementing changes to the applications Miscellaneous Tasks /Responsibilities · Support local Help Desk Function when needed. Requirements/Qualifications · .NET Framework, C#, PowerShell, HTML, CSS, JavaScript, Visual Studio · Azure DevOps · Python · MS SQL, SSIS, SSRS (SQL Server Reporting Services) · Tableau is a plus · Windows Server, IIS · Effective communications & organizational skills · Able to work, self-sufficiently · Service orientation and attitude · Project Management, Test Management, & Business Analysis Skills · Bachelor’s Degree (Computer Science, Information Technology) · Financial Industry background · 2 + years’ experience BENEFITS: · 100% of the health insurance premium paid by the Bank…medical, dental, vision, Group Term Life up to 2X’s base salary, STD, LTD · Health Reimbursement equal to: Single -$2,050 / Family - $4,050 · FSA · Commuter Benefit Subsidy - $65 · Tuition Reimbursement

WHAT WE ARE LOOKING FOR We are actively seeking coaches, college students, and youth development specialists to join our dynamic team of recess coaches from October 2024 through June 2025. As a valued member of Kids in the Game, you will have the opportunity to contribute to our school communities and programming, which focuses on incorporating educational and engaging sports and fitness classes throughout the school day. About the role: Recess Coaches lead group games in schools across New York City during the school year. Coaches organize games and challenges that promote physical activity and positive interaction among children and young adults from Pre-K to middle school. Your goal is to develop motor skills and physical development among younger children and encourage proper exercise and eating habits among older children. You must be able to adapt your activities to accommodate and include children with different physical and development abilities. Weekly Schedule: Monday through Friday from 10:45am-1:45pm Location: Growing Up Green Charter School, 89-25 161st St. Jamaica, NY 11432 As a Recess Coach, you can expect to: - Teach skills and enhance children’s knowledge of physical fitness, health education, rhythm and dance, as well as individual and team sports, through Kids in the Game curriculum - Work cooperatively with other Kids in the Game staff members in planning a balanced recess & physical education program - Analyze, demonstrate, and explain basic skills, knowledge, and strategies of formal sports, games rhythms, and fundamentals of body movement - Provide individualized and small group instruction in order to adapt the curriculum to the developmental needs of each child - Provide appropriate safety instruction and conduct safety checks on equipment and field areas to insure the overall safety of all sports equipment and school spaces - Implement best practices in child behavior management to provide an orderly, productive environment in physical education classes and group activities - Evaluate each child's growth in physical skills, knowledge, and contribution in team sports, and share regular progress reports with school administrators and Kids in the Game’s program management team - Collaborate with school administrators to develop the method by which he/she will be evaluated in conformance with district guidelines. - Communicate with parents and school counselors on each child’s progress - Performs other duties as may from time to time be assigned by the supervisor to successfully implement the physical education program