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DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

$30 - $65/hourpayFinancemicro1 connects domain experts to the development of frontier AI models. Real-world expertise is turned into training data, evaluations, and feedback loops that improve how models perform. AI labs and enterprises use micro1 to train models and build reliable AI agents through advanced evaluations and reinforcement learning environments. Experts contribute directly to how AI systems learn, reason, and perform across domains like finance, healthcare, engineering, and more. Our platform identifies and vets top talent through an AI recruiter, enabling high-quality contributions at scale. Our goal is to enable 1 billion people to do meaningful work by applying their expertise to AI. We’ve raised $40M+ in funding, and our AI recruiter has powered over 1 million AI-led interviews as our global network of experts grows into the human intelligence layer for AI. Job Title: Finance Expert Job Type: Contractor Location: Remote Job Summary: In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters. Key Responsibilities: • Provide high-level insights and feedback on finance-related content, especially within Private Equity (PE) and Investment Banking (IB) domains., • Evaluate and refine financial models, reports, and documents to ensure accuracy and relevance., • Review and assess AI-generated outputs for correctness, clarity, and alignment with industry standards., • Collaborate with technical teams to communicate complex financial concepts effectively, both in written and verbal form., • Stay up-to-date with the latest trends and best practices in finance, particularly in the PE and IB sectors., • Deliver constructive, actionable recommendations to enhance AI training and outputs., • Serve as a subject matter expert, ensuring data integrity and the highest level of domain-specific nuance in all tasks. Required Skills and Qualifications: • Deep expertise in finance, with demonstrable experience in Private Equity and/or Investment Banking domains., • Exceptional written and verbal communication skills, able to explain intricate concepts clearly and concisely., • Strong analytical and problem-solving abilities, with a keen attention to detail., • Experience reviewing, editing, or creating complex financial materials., • Proven ability to work independently in a remote environment, managing deadlines and priorities efficiently., • High level of integrity and professional judgment in handling sensitive information., • Familiarity with industry standards, financial modeling, and reporting best practices. Preferred Qualifications: • Advanced degree in Finance, Economics, or a related field., • Prior experience contributing to AI, data annotation, or technology-driven finance projects., • Certifications such as CFA, CPA, or similar credentials are a distinct advantage.

$50 - $58/hourpayFinanceAbout micro1micro1 connects domain experts to the development of frontier AI models. Real-world expertise is turned into training data, evaluations, and feedback loops that improve how models perform. AI labs and enterprises use micro1 to train models and build reliable AI agents through advanced evaluations and reinforcement learning environments. Experts contribute directly to how AI systems learn, reason, and perform across domains like finance, healthcare, engineering, and more. Our platform identifies and vets top talent through an AI recruiter, enabling high-quality contributions at scale.Our goal is to enable 1 billion people to do meaningful work by applying their expertise to AI. We’ve raised $40M+ in funding, and our AI recruiter has powered over 1 million AI-led interviews as our global network of experts grows into the human intelligence layer for AI. Job Title: Corporate Finance Expert Job Type: Contract Location: Remote Job Summary: In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. Key Responsibilities: • Design technically demanding finance prompts and tasks that mirror investment banking, private equity, and corporate finance complexity, • Develop gold-standard solutions in Excel and PowerPoint to set objective benchmarks for AI model evaluation, • Create and refine clear grading rubrics for assessing AI outputs on transaction and modeling exercises, • Construct, modify, and review advanced financial models (3-statement, valuation, LBO, M&A, sensitivity analyses), • Produce transaction analyses and investment materials with a client-ready, production-grade level of detail, • Develop and adapt professional templates, decks, and supporting materials commonly used across IB, PE, and Corp Dev, • Ensure all deliverables are precise, unambiguous, and uphold industry standards Required Skills and Qualifications: • Hands-on experience in financial modeling, valuation, and transaction analysis, • Advanced Excel proficiency, including scenario analysis and model integrity checks, • Expertise in building polished, professional PowerPoint presentations and investment decks, • Strong familiarity with standard IB/PE/Corp Dev templates and processes, • Proven track record working on live deals, investments, or transaction execution, • Exceptional written and verbal communication skills, with a keen eye for detail and clarity, • Ability to independently produce client-grade financial materials under tight timelines Preferred Qualifications: • Experience evaluating or testing AI models, or developing technical prompts and assessments, • Exposure to multiple finance domains (e.g., IB to PE, consulting to Corp Dev), • Prior work creating training data or technical assessments for advanced technology initiatives

Client Service Associate – Family Office Services Position Summary Our client, a cutting-edge provider of comprehensive wealth management and family office services, is seeking a highly organized and client-focused Client Service Associate to support the complex needs of high-net-worth and ultra-high-net-worth families, family offices, and their advisors. This role serves as a key relationship support professional, coordinating client service activities, facilitating communications among multiple stakeholders, and ensuring the seamless execution of wealth management, investment, and administrative services. The ideal candidate is detail-oriented, proactive, and capable of managing sophisticated client relationships involving family members, trustees, attorneys, accountants, and other professional advisors. This position requires discretion, professionalism, and a commitment to delivering a white-glove client experience. This is an in-office position, based in their central NJ location. Key Responsibilities Family Office Client Service • Serve as a primary point of contact for family office clients and their designated representatives., • Provide exceptional, concierge-level service to multi-generational families and high-net-worth individuals., • Coordinate communications among family members, advisors, attorneys, accountants, trustees, and other external professionals., • Respond promptly to client requests, inquiries, and service needs while maintaining the highest standards of confidentiality., • Develop a deep understanding of each family's structure, goals, preferences, and service requirements. Wealth Management & Account Administration • Assist with onboarding new family office relationships and investment accounts., • Coordinate account openings, transfers, distributions, cash management requests, and other client transactions., • Monitor account activity and ensure timely processing of client-directed actions., • Prepare and distribute account reports, investment summaries, performance materials, and meeting documentation., • Maintain accurate records and documentation across CRM and portfolio management systems. Coordination of Family Office Services • Support the administration of trusts, family entities, foundations, and other wealth structures., • Coordinate document collection and reporting for annual tax preparation and financial reviews., • Track client deliverables, deadlines, and ongoing projects across multiple service providers. Qualifications Required • Bachelor's degree in Finance, Business Administration, Accounting, Communications, or a related field, or equivalent professional experience., • 1-2 years of experience in wealth management, family office services, private banking, trust administration, or a related client service role., • Strong organizational and project management skills with exceptional attention to detail., • Excellent interpersonal, written, and verbal communication abilities., • Ability to manage multiple priorities while maintaining a high level of accuracy and professionalism., • Demonstrated ability to handle sensitive and confidential information. Preferred • Experience supporting family offices, ultra-high-net-worth families, or multi-family office clients., • Familiarity with trust structures, estate planning concepts, private investments, and family governance frameworks., • Experience with CRM systems, portfolio accounting platforms, and custodial systems., • Knowledge of wealth transfer and family office operations. Core Competencies • White-glove client service, • Relationship management, • Discretion and confidentiality, • Attention to detail, • Project coordination, • Problem-solving and critical thinking, • Professional communication, • Team collaboration, • Adaptability and ownership mentality Benefits & Perks Our client offers a comprehensive benefits package designed to support the health, financial well-being, professional development, and work-life balance of our team members, including: • Competitive salary and performance-based bonus opportunities, • Comprehensive medical, dental, and vision insurance, • Health Savings Account (HSA) and Flexible Spending Account (FSA) options, • Employer-paid life and disability insurance, • 401(k) retirement plan with employer matching contributions, • Paid time off, company holidays, and paid parental leave, • Opportunities for career advancement within a growing wealth management and family office platform What Success Looks Like • Delivers an exceptional service experience for family office clients and their advisors., • Coordinates complex requests efficiently and accurately., • Develops trusted relationships with family members and professional advisors., • Maintains flawless documentation and operational execution., • Anticipates client needs and proactively addresses service opportunities., • Contributes to the long-term retention and growth of family office relationships. The above requirements and qualifications are meant to describe the general nature of the position and do not represent all duties to be performed by the selected candidate. Please note that only candidates who are under consideration for the position will be contacted. The Company is an equal opportunity employer. All employment is decided on basis of qualifications, merit, and business needs without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

$45 - $65/hourpaymicro1 is the leading AI data lab for training frontier models and evaluating AI agents. Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare, STEM engineering, and more. micro1 transforms that real-world expertise into high-quality training data, evaluations, and feedback loops that improve how AI systems learn, reason, and perform. Our platform identifies and vets top talent through an AI recruiter, enabling high-quality expert contributions at scale. We aim to enable 1 billion people to do meaningful work by applying their expertise to AI. As our global expert network grows, micro1 is building the human intelligence layer for frontier AI. Job Title: Financial Planning and Analysis Expert Job Type: Contract Location: Remote Job Summary: In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. Key Responsibilities: • Analyze complex financial and marketing datasets to deliver actionable business intelligence., • Develop, refine, and implement advanced financial models, forecasts, and scenario analyses., • Create comprehensive rubrics using your field knowledge to enhance and refine AI models., • Prepare, review, and optimize financial reporting under US GAAP/IFRS standards., • Collaborate with cross-functional teams to support strategic planning and decision-making., • Ensure compliance with financial regulations and internal controls., • Advise on key SaaS metrics, including ARR, MRR, CAC, and LTV, to inform business strategies. Required Skills and Qualifications: • Bachelor’s degree in Accounting, Finance, Economics, Engineering, or a related quantitative field., • Minimum 3 years’ experience in finance, accounting, FP&A, audit, or SaaS finance., • Investment banking experience is highly preferred, • Exceptional written and verbal communication skills, with the ability to distill complex concepts for diverse audiences., • Strong analytical mindset and attention to detail. Preferred Qualifications: • CPA, CFA, or a similar advanced financial certification., • 7+ years of overall professional experience., • In-depth experience with SaaS metrics and performance analytics.

We are building a benchmark dataset to evaluate AI models on professional document understanding and instruction following within the Finance & Banking domain. Ideal candidates have 3+ years of hands-on experience in one or more of the following sub-domains: - Investment & financial analysis - Finan

Role Overview** Mercor is partnering with leading AI labs to engage experienced investment banking professionals to improve AI systems' reasoning around financial modeling, deal execution, valuation, and capital markets.Contributors will apply their expertise in areas such as M&A advisory, equity an

Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. We're seeking experienced finance

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning.

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning.

Job DescriptionBenefits: • Competitive salary, • Opportunity for advancement, • Paid time off, • Training & development, • Bonus based on performance Job Title: Sales Representative / Account Manager Trainee Marc Hughes State Farm Metuchen, NJ About Us Marc Hughes State Farm is a trusted local insurance and financial services agency based in Metuchen, New Jersey. Our mission is to help our neighbors manage lifes risks, recover from the unexpected, and achieve their dreams. We offer a broad set of products including auto, home, renters, condo, life, pet, and business insurance, as well as annuities, investment services, and banking products. Our office is located at 1601 Liberty Street, Metuchen, NJ 08840, at the end of Liberty Street off Central Avenue. We pride ourselves on delivering superior customer service, creating lasting relationships, and being an integrated part of our local community. Position Overview Are you a motivated, energetic individual, ready to build a meaningful and rewarding career? We are seeking a Sales Representative / Account Manager Trainee to join our team. In this role, you will: • Develop new business by prospecting, lead generation, and outreach, • Cultivate relationships with customers, understand their needs, and recommend appropriate insurance and financial products, • Meet and exceed sales goals and quotas, • Learn to market property & casualty, life, health, and banking products, • Collaborate directly with our agency leadership and experienced team members, • Assist with marketing efforts and community-based events, • Gain hands-on exposure to agency operations, licensing, and business logistics This position is ideal for someone who wants to learn, grow, and eventually lead or run their own book of business within the insurance/financial services industry. What We Offer • Compensation: Base salary plus commission/bonus structure (estimated range: ~$45,000 to $55,000/year), • Paid time off (vacation, personal, sick days), • Coaching and mentorship from experienced agents, • Professional growth and promotion potential within the agency, • Training for insurance and financial product licensing, • Dynamic work environment blending sales, service, and client relationships, • A diverse, engaged team and a supportive culture Ideal Candidate Profile (Age ~25) • Youre energetic, ambitious, and ready to invest in your professional future, • Outgoing with strong interpersonal and communication skills (verbal, listening, written), • Comfortable in a sales environment, goal-oriented, and self-motivated, • Willingness to learn licensing and compliance requirements for insurance and financial products, • Technologically savvy (familiarity with CRM tools, Excel, digital outreach), • Ability to manage time, follow processes, and stay organized, • Bilingual in Spanish and English is required many of our clients are Spanish-speaking, and clear communication is essential Qualifications • Bilingual in Spanish and English (required), • College degree or equivalent experience preferred, • Prior sales, customer service, or client-facing experience is a plus, • Willingness to pursue property & casualty and life & health licensing (if not already licensed), • Valid drivers license and reliable transportation Apply This is your chance to grow in an industry with long-term opportunity, valuable experience, and a career path you can be proud of. Apply today and become part of a team that makes a difference in peoples liveswhile building your own future. Note: This is a position with an independent State Farm agent. Employment terms, compensation, and benefits are determined by the agent, not State Farm Insurance Companies.

Job Description Client Service Associate – Family Office Services Position Summary Our client, a cutting-edge provider of comprehensive wealth management and family office services, is seeking a highly organized and client-focused Client Service Associate to support the complex needs of high-net-worth and ultra-high-net-worth families, family offices, and their advisors. This role serves as a key relationship support professional, coordinating client service activities, facilitating communications among multiple stakeholders, and ensuring the seamless execution of wealth management, investment, and administrative services. The ideal candidate is detail-oriented, proactive, and capable of managing sophisticated client relationships involving family members, trustees, attorneys, accountants, and other professional advisors. This position requires discretion, professionalism, and a commitment to delivering a white-glove client experience. This is an in-office position, based in their central NJ location. Key Responsibilities Family Office Client Service • Serve as a primary point of contact for family office clients and their designated representatives., • Provide exceptional, concierge-level service to multi-generational families and high-net-worth individuals., • Coordinate communications among family members, advisors, attorneys, accountants, trustees, and other external professionals., • Respond promptly to client requests, inquiries, and service needs while maintaining the highest standards of confidentiality., • Develop a deep understanding of each family's structure, goals, preferences, and service requirements. Wealth Management & Account Administration • Assist with onboarding new family office relationships and investment accounts., • Coordinate account openings, transfers, distributions, cash management requests, and other client transactions., • Monitor account activity and ensure timely processing of client-directed actions., • Prepare and distribute account reports, investment summaries, performance materials, and meeting documentation., • Maintain accurate records and documentation across CRM and portfolio management systems. Coordination of Family Office Services • Support the administration of trusts, family entities, foundations, and other wealth structures., • Coordinate document collection and reporting for annual tax preparation and financial reviews., • Track client deliverables, deadlines, and ongoing projects across multiple service providers. Qualifications Required • Bachelor's degree in Finance, Business Administration, Accounting, Communications, or a related field, or equivalent professional experience., • 1-2 years of experience in wealth management, family office services, private banking, trust administration, or a related client service role., • Strong organizational and project management skills with exceptional attention to detail., • Excellent interpersonal, written, and verbal communication abilities., • Ability to manage multiple priorities while maintaining a high level of accuracy and professionalism., • Demonstrated ability to handle sensitive and confidential information. Preferred • Experience supporting family offices, ultra-high-net-worth families, or multi-family office clients., • Familiarity with trust structures, estate planning concepts, private investments, and family governance frameworks., • Experience with CRM systems, portfolio accounting platforms, and custodial systems., • Knowledge of wealth transfer and family office operations. Core Competencies • White-glove client service, • Relationship management, • Discretion and confidentiality, • Attention to detail, • Project coordination, • Problem-solving and critical thinking, • Professional communication, • Team collaboration, • Adaptability and ownership mentality Benefits & Perks Our client offers a comprehensive benefits package designed to support the health, financial well-being, professional development, and work-life balance of our team members, including: • Competitive salary and performance-based bonus opportunities, • Comprehensive medical, dental, and vision insurance, • Health Savings Account (HSA) and Flexible Spending Account (FSA) options, • Employer-paid life and disability insurance, • 401(k) retirement plan with employer matching contributions, • Paid time off, company holidays, and paid parental leave, • Opportunities for career advancement within a growing wealth management and family office platform What Success Looks Like • Delivers an exceptional service experience for family office clients and their advisors., • Coordinates complex requests efficiently and accurately., • Develops trusted relationships with family members and professional advisors., • Maintains flawless documentation and operational execution., • Anticipates client needs and proactively addresses service opportunities., • Contributes to the long-term retention and growth of family office relationships. The above requirements and qualifications are meant to describe the general nature of the position and do not represent all duties to be performed by the selected candidate. Please note that only candidates who are under consideration for the position will be contacted. The Company is an equal opportunity employer. All employment is decided on basis of qualifications, merit, and business needs without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

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