279 Best investment accounting Jobs in New York, NY (July 2025)

$500–$2000 monthly

NHLA Executive Assistant Role – Ideal for a Law Graduate or Law Student Near Completion NHLA is a forward-thinking organization committed to supporting small landlords and homeowners in managing and protecting their property interests. We are currently seeking a detail-oriented, long-term Executive Assistant to work closely with our leadership team—including the President, CEO, and Owner. This position is ideal for a recent law graduate or a law student nearing completion who is looking to build a meaningful, impactful career in real estate, housing, and property law. In this role, you will be trusted with high-level administrative responsibilities, including managing executive calendars, preparing legal and business reports, coordinating travel, and assisting in strategic decision-making. Your legal background will be especially valuable in supporting document review, compliance tracking, and communication with stakeholders and public agencies. Additional responsibilities include: Drafting and reviewing internal communications and legal correspondence Supporting light accounting and recordkeeping tasks Managing confidential files and maintaining organizational systems Creating presentations, reports, and summaries for internal and external use Acting as a liaison between NHLA leadership and a diverse clientele—bilingual fluency in Spanish is strongly preferred We are looking for a candidate with: A strong foundation in legal research, writing, and administrative procedure Proficiency in Microsoft Office and Adobe Suite Excellent judgment, communication skills, and a professional demeanor A proactive, problem-solving mindset and the ability to work independently Interest in housing law, landlord-tenant issues, and small property ownership At NHLA, we don’t just hire support—we invest in potential. We are committed to your continued professional growth, offering mentorship, exposure to real-world housing issues, and the opportunity to contribute meaningfully to property reform and advocacy. Whether you’re preparing for the bar or exploring a career beyond the traditional firm path, this role provides the structure, experience, and leadership access to support your next steps. Join us and help shape the future of property ownership—while building yours. If you made it this far... Trust, it'll be much cooler working here than ai makes it sound above, I'm from the Bronx too.

Immediate start!

No experience

Easy apply

A & M Financial Services, LLC

Join Our Team: Sales Assistant for Financial Advisor at A & M Financial Services LLC A & M Financial Services LLC is seeking a motivated and detail-oriented Financial Advisor Assistant to join our investment firm and support our continued growth. In this role, you’ll work alongside a seasoned Financial Advisor to help clients achieve their financial goals while gaining valuable experience in the financial services industry. This position is ideal for someone looking to launch or grow a career in finance. You’ll have the opportunity to develop key skills, make meaningful contributions to client success, and be part of a supportive and professional team environment. Key Responsibilities: - Support Financial Advisors with daily operations, including scheduling, document preparation for client meetings, and providing exceptional customer service. - Communicate with clients both in-person and over the phone, assisting with the preparation and processing of new and existing account paperwork. - Handle sensitive and confidential information with discretion and professionalism. - Oversee various administrative functions, including managing office supplies, mail, and general office organization. - Utilize multiple computer systems in a paper-intensive setting and assist with additional tasks as needed. Qualifications and Skills: - High school diploma or higher. - Series 6,7 or 11 completed - Highly detail-oriented with the ability to thrive in a fast-paced environment. - Strong multitasking and time-management skills. - Proficient in Microsoft Office (Word, Excel), CRM platforms, and other relevant software tools. - Strong interpersonal and communication skills with a customer-first mindset.

No experience

Easy apply

Hill Financial Services

Financial Solutions Associate (Remote)

Build a Career Helping People Build Their Futures At Hill Financial Services, we help everyday people make smart financial choices—whether it's protecting their family with insurance, growing their wealth through investments, or finding the right mortgage for their dream home. We're expanding our team and looking for driven, personable professionals who are passionate about service, finance, and helping others thrive. What You’ll Be Doing As you Build a Career Helping People Build Their Futures At Hill Financial Services, we help everyday people make smart financial choices—whether it's protecting their family with insurance, growing their wealth through investments, or finding the right mortgage for their dream home. We're expanding our team and looking for driven, personable professionals who are passionate about service, finance, and helping others thrive. ** Mortgages** Assist clients in understanding mortgage options and application processes - Support mortgage advisors with document collection and lender communication Investments - Help clients with account onboarding and portfolio updates - Work closely with investment advisors to ensure smooth transactions and excellent client care Insurance - Guide clients through policy options in life, health, and property insurance - Process applications, renewals, and claims with attention to detail and compliance, you'll be at the heart of our client relationships, supporting our experts across three key areas: Insurance, Investments and mortgages.

Job Overview We are seeking a knowledgeable and motivated Financial Consultant to join our dynamic team. In this role, you will provide expert financial advice and guidance to clients, helping them achieve their financial goals through effective investment strategies and wealth management solutions. The ideal candidate will possess a strong understanding of financial concepts and demonstrate exceptional analytical skills. Duties Conduct comprehensive financial analysis to assess clients' current financial status and future needs. Develop personalized investment management strategies tailored to individual client goals. Provide insights on asset management, ensuring clients are informed about their investment options. Utilize financial software to create reports and track client portfolios effectively. Stay updated on market trends and economic conditions to offer informed advice. Collaborate with clients to understand their financial objectives and educate them on various financial products. Perform research on investment opportunities and corporate accounting practices to enhance client offerings. Maintain strong relationships with clients through regular communication and follow-ups. Requirements Proven experience in sales, preferably within the financial services industry. Strong background in investment management, wealth management, or asset management. Proficiency in financial analysis and technical accounting principles. Familiarity with various financial software tools for reporting and analysis. Excellent research skills with the ability to interpret complex financial data. Strong interpersonal skills with a focus on building lasting client relationships. Ability to communicate complex financial concepts in a clear and concise manner. A degree in finance, accounting, or a related field is preferred but not mandatory. Join us as we help our clients navigate their financial journeys with confidence! Job Types: Full-time, Part-time Pay: $70,879.00 - $79,188.00 per year Work Location: Remote

Immediate start!

No experience

Easy apply

Investment accounting jobs in New York, NYCreate job alerts

Popular jobs searches in New York, NY

Popular investment accounting jobs locations