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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

James Volonakis & Company, LLC is a tax consulting firm based in New York, specializing in delivering expert tax advisory and compliance services. We are committed to helping our clients navigate complex tax regulations with integrity, expertise, and precision. Position Overview: We are looking for an experienced Tax Accountant to join our team and manage tax preparation, planning, and compliance for our diverse clientele. The ideal candidate will have a deep understanding of tax regulations and be dedicated to providing exceptional client service. Key Responsibilities: Prepare and file federal, state, and local tax returns for both individuals and businesses. Offer tax planning and advisory services to help clients optimize their financial strategies. Stay up-to-date on tax laws, ensuring compliance and accuracy in all reporting. Assist with audits and communicate with regulatory bodies as necessary. Work closely with clients to gather necessary financial information and maintain clear communication. Qualifications: Bachelor’s degree in Accounting, Finance, or a related field (CPA preferred). Proven experience as a Tax Accountant, ideally within a consulting or public accounting firm. Strong knowledge of federal and state tax regulations. Proficiency with tax preparation software and financial management tools. Excellent analytical and problem-solving skills. Benefits: Competitive salary with opportunities for performance-based bonuses. Health insurance and retirement plan options. Opportunities for ongoing professional development.

Responsibilities: Creating and issuing invoices for private clients. Creating payment plans in consultation with dental staff and patients. Processing payments upon the rendering of dental services. Preparing and submitting claims for payment by health insurance. Informing patients of any co-payments or shortfalls in coverage by their health insurance. Liaising with health insurance providers to ascertain patients' benefits, as required. Ascertaining why claims have been rejected and implementing corrective measures. Updating patients' personal and health insurance details, as needed. Ensuring that patient information remains confidential.