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The Company Our client, a locally based wealth advisory firm, is looking to add a Client Services Associate to their growing team in Buffalo, NY. This position is a great career opportunity for an individual who has experience in the financial services industry and who has a working knowledge of investments, annuity, life insurance and advisory products. The Role The Client Services Associate will support a team of financial advisors and will be focused on delivering a high level of service to the firm’s clients. Responsibilities of the role include: • Deliver high-quality client service by addressing inquiries with professionalism and providing comprehensive, timely resolutions., • Administer all documentation required for new account establishment, including but not limited to ACAT and non-ACAT transfers, ETF/ACH transactions, wires, journals, rollovers, RMDs, broker-dealer changes, beneficiary designations, TOD registrations, and systematic investment plans., • Ongoing maintenance of annuity, life insurance, and long-term disability contracts. Accurately process contributions, withdrawals, surrenders, and policy modifications, including beneficiary updates, while ensuring compliance with all applicable standards., • Provide support for client technical inquiries related to secure portals, e-delivery preferences, and the coordination of virtual meetings via Zoom or Webex., • Maintain client records in accordance with industry regulations, ensuring proper organization, security, and retention of all executed documentation., • Execute additional administrative and operational functions as required. Required Qualifications: The successful candidate will possess the following: • 4–6 years of experience as a Client Service Associate within the financial services industry., • Demonstrated proficiency in handling e-delivery enrollments, ACAT/non-ACAT transfers, ETF/ACH transactions, wires, rollovers, RMDs, broker-dealer changes, beneficiary designations, TOD registrations, and systematic investments., • Direct experience with annuity and life insurance applications is required., • Familiarity with Albridge and eMoney is desirable., • Prior experience with CRM platforms is required; knowledge of Redtail is strongly preferred., • Proficiency in Microsoft Office 365 (Word, Excel, Outlook, PowerPoint), as well as ZOOM and advanced calendar management skills. At this time, the good faith estimate of the annual base salary range for this position is $65,000 to $70,000 plus a full benefit offering, including paid individual life insurance, 401K plan match, PTO and vacation time. Where a successful applicant is slotted within the compensation range will vary based on legitimate criteria, such as years of experience and skill level. If you are interested in learning more about this role, please apply with your resume and contact information to annette@straussgroup.com

Financial Data AnalysisEmbedded FinanceInvestment Strategy & AdvisoryPredictive Analytics & VisualizationAbout 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: Financial Analyst Job Type: Full-time or Part-time, Contract Location: Remote Job Summary Are you a skilled Financial Analyst looking for your next opportunity? Join our dynamic talent pool and gain access to exciting roles with top-tier clients. Be the first to hear about new openings and work with innovative teams that value financial excellence in data-driven analysis. Key Responsibilities • Analyze complex financial data to identify key trends and provide actionable insights for strategic decision-making., • Lead the evaluation of embedded finance opportunities and contribute to advisory on investment strategies., • Develop predictive financial models and dynamic visualizations using up-to-date analytics platforms., • Conduct thorough market and industry research, synthesizing information from diverse sources to inform business recommendations., • Communicate findings and strategic recommendations clearly in both written reports and verbal presentations to stakeholders., • Stay ahead of the latest trends in the Asian economy, embedded finance, and digital financial solutions., • Collaborate with cross-functional teams to translate analytical results into business outcomes. Required Skills and Qualifications • Bachelor’s degree in Finance, Economics, or related field., • Professional certification (CFA, CIIA, CMA) or proven experience as a financial analyst in a leading finance institution., • Strong proficiency in financial data analysis, predictive analytics, and visualization tools (e.g., Power BI, Tableau, Python or R)., • Demonstrated experience in investment strategy and advisory, particularly within embedded finance contexts., • Exceptional written and verbal communication skills, with a keen eye for detail and clarity., • Advanced online research capabilities and ability to synthesize diverse financial information rapidly., • Experience working in or with Asia, with a solid understanding of regional financial markets and economic drivers. Preferred Qualifications • Previous experience at an MBB (McKinsey, BCG, Bain) firm or a major financial institution., • Familiarity with digital finance platforms and emerging fintech trends in the Asian market., • Based in Asia, or extensive prior exposure to the Asian economic landscape.

Job DescriptionTax Manager / Senior Manager (High Net Worth/Ultra High Net Worth1040 Focus) Fully Remote (U.S.) | Travel to NE US 3-4X Per Year If you love working with high-net-worth individuals and families, but you are tired of the always-on grind that never matches real life, this might be your lane. Our client is a growing CPA firm that is intentionally building a family-friendly, flexible culture.They are expanding their HNW and UHNW individual tax practice and want a manager or senior manager who can lead complex 1040 work, advise clients proactively, and coach a team without the pressure-cooker expectations that burn good people out. A Different Culture - A Different Mindset • Remote-first: Work from where you do your best work., • Reasonable travel: You do not need to live in Buffalo, but you should be open to visiting periodically for relationship-building and key moments., • Growth runway: This is a strategic hire tied to continued growth in HNW 1040 work and related planning., • Culture matters: Flexibility, trust, and sustainability are not slogans here. What Will Your Day Look Like? Lead complex 1040 engagements and serve as the "face of the firm" for a HNW/UHNW book of clients • Review and manage complex Forms 1040 and related filings, including multi-state returns., • Handle Schedule C, E, and F activities., • Work with pass-through entity K-1s (partnerships, S corps, trusts)., • Support foreign reporting needs such as FBAR and Forms 8938, 5471, 8865, 3520, and 3520-A., • Coordinate trust and estate income tax matters including Forms 1041.Deliver proactive planning that clients feel, • Identify and resolve complex issues tied to investment income, private equity, and hedge funds., • Support planning around equity compensation (ISOs, RSUs, QSBS), real estate, and charitable planning including donor-advised funds., • Navigate AMT, NIIT, and SALT considerations., • Stay current on tax law changes and translate them into clear action steps.Be the trusted point of contact, • Own client relationships with HNW individuals and family groups., • Lead year-end planning, estimated strategies, and life event planning (liquidity events, retirement, business sales)., • Coordinate with wealth managers, attorneys, and family office stakeholders.Lead a team like a real leader, • Manage budgets, deadlines, workflow, and quality across multiple engagements., • Review work with clarity and kindness., • Mentor seniors and staff on technical skills and client communication., • Improve processes and drive efficiencies.What will success look like?, • Clients feel supported, informed, and confident., • Returns are timely, accurate, and thoughtfully reviewed., • Staff feel coached and developed, not just reviewed., • Planning opportunities are identified proactively.What you bring:, • CPA required. Client will consider an EA or JD, • 6 to 10+ years in public accounting with a strong HNW individual tax focus, • Deep expertise in complex individual tax matters and strong review skills, • Experience mentoring teams and managing competing deadlines, • Strong ability to explain complex topics to non-technical clients Nice to have: • Trust, estate, and gift exposure, • Private equity, hedge funds, or alternative investment exposure, • Familiarity with CCH Axcess or similar platforms If you've been contemplating a possible move - or even just wondering what options may exist in the market in relation to your skills and value, reach out for a confidential conversation and let's see if a role like this could be the missing piece to your career puzzle.

Job DescriptionGHJ is looking for a Transaction Advisory Services (TAS) Senior / Supervising Senior Associate WHY we get up in the morningAt GHJ we help our people and clients pursue their passions, build thriving businesses, and create a better future. WHAT we believeWe believe that collaboration is the foundation for success. We work as a business advocate for our clients – providing personalized service and building long-term relationships to help position our clients for the future. HOW we succeedWe are deeply committed to our core values of Bright Minds, Brave Hearts and Bold Actions and incorporate them into every aspect of our business. By living these values, we are able to meet our strategic objectives of Remaining Fiercely Independent (financial success), Meeting client demands/needs (client success), Reinforcing and expanding cultural distinction (people success). Summary of Role: The GHJ Transaction Advisory Services (TAS) team provides a challenging, rewarding and entrepreneurial opportunity for individuals to improve their skill set and career trajectory while advising companies across numerous industries through their transaction process.Responsibilities • Participating in buy-side and sell-side transaction engagements with corporate entities, investment bankers, private equity firms and strategic corporate buyers., • Assist in preparing for, and participate in, discussions with company management, and buyer/seller advisors, • Prepare calculations of EBITDA adjustments, and work with data to prepare financial models, identify trends and stimulate conversation leading to potential earnings adjustments., • Work with and oversee offshore team to provide guidance on analyses required, how to interpret client data, and to navigate roadblocks encountered, • Assist in preparing recasted financial statements including earnings and working capital to present the company’s adjusted operating performance and needs, • Prepare operating and financial metrics including graphs, charts for discussion highlighting trends, areas of concern, etc, • Identify and conduct appropriate validation procedures around key financial statement items, • Documents work completed by preparing write ups and easily to follow methodology, taking into account possible alternatives and specific client circumstances, • Assists in proofing financial statements and other documents if appropriate., • Prepares and indexes client files, and internal working papers, • Build relationships with, and speaks to, client personnel to obtain an understanding of their business operations, processes and functions., • Applies knowledge of the client’s industry when reviewing information, including preparing for clients discussions and focusing on specific areas for diligence.Qualifications, • Bachelor’s level education required., • Direct Transaction Advisory experience strongly preferred, • Strong accounting and diligence knowledge., • Exceptional analytical and communication (written and oral) skills required., • CPA preferred but not required., • Very strong proficiency in Excel and PowerPoint, including experience working with and reconciling financial data such as monthly financial statements, trial balances, and experience with pivot tables, lookup formulas, index/match formulas, etc. and professional writing related to companies operations, performance drivers and trends, • Demonstrates up-to-date knowledge of technical principles, theory and practice, and an ability to apply these appropriately in the context of a transaction and specifically Quality of Earnings projects., • Has foundational knowledge of the client’s industry, and can incorporate such knowledge when scoping and completing assignments, including working with Managers to develop agendas and areas of focus., • Identifies and resolves a wide variety of technical problems, by distilling the data, considering client specifics and applying reasonable and best practices to reach conclusions., • Demonstrates ability to apply learnings from one transaction to the next, implementing new skills and techniques, • Plans and presents well-organized work product., • Delivers high quality work under pressure., • Seeks to improve skills through self-development, • Acts as a team player with peers as well as engagement teams or department., • Seeks to improve skills through self-development.Seven decades, overriding focus: our people and our clients.GHJ was founded in 1953, making us one of the oldest independent firms in the Los Angeles area. Ranked as a top 20 largest accounting firm on the Los Angeles Business Journal’s Book of Lists, the firm has 24 partners and approximately 200 staff members that serve over 3,000 clients. Our firm is a member of the American Institute of Certified Public Accountants (AICPA), the AICPA Governmental Audit Quality Center (GAQC), Public Company Accounting Oversite Board (PCAOB), the California Society of CPAs and the California Association of Nonprofits (CAN). Collaboration and maintaining strong relationships are the cornerstones of our success. We are also an independent member of HLB International, a worldwide organization of over 250 member professional accounting firms and business advisors. This affiliation gives us access to the subject matter experts of other member firms and provides consulting and professional services in over 158 countries through its nearly 800 offices worldwide. GHJ complies with all local/state regulations in regards to displaying salary ranges. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. Any offered salary is determined based on internal equity, internal salary ranges, market data, ranges, applicant's skills and prior relevant experience, certain degrees and certifications (e.g. JD, technology), for example. At GHJ, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is: $81,500 - $125,000. Equal Employment OpportunityGHJ is an equal opportunity employer. In accordance with applicable law, we prohibit discrimination against any applicant or employee based on any legally-recognized basis, including, but not limited to: race, color, religion, sex (including pregnancy, lactation, childbirth or related medical conditions), sexual orientation, gender identity, age (40 and over), national origin or ancestry, citizenship status, physical or mental disability, genetic information (including testing and characteristics), veteran status, uniformed service member status or any other status protected by federal, state or local law. Our commitment to equal opportunity employment applies to all persons involved in our operations and prohibits unlawful discrimination by any employee, including Department Heads and co-workers. #LI-JN1 We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job DescriptionCompany DescriptionThe Legend Group, acquired by Lincoln Investment in 2017, is a full-service broker-dealer and registered investment adviser. Lincoln Investment is dedicated to helping individuals and families achieve long-term financial security through expert guidance from independent financial professionals and a wide array of tailored investment choices. Our mission is to support the financial well-being of our clients as they navigate life's important milestones. With a foundation rooted in integrity and excellence, we strive to provide comprehensive solutions for our clients’ financial goals. Job DescriptionAdministrative Assistant/Financial Sales AssistantThe Legend Group, an established and growing financial services firm located in Buffalo, NY, is seeking an assistant with excellent administrative skills who desires to support our clients and team of financial advisors. We are looking for a passionate individual that will deliver an exceptional experience for our clients while supporting our team of advisors.Responsibilities:Client Service • Ability to provide excellent customer service contact/client facing experience, • Perform general administrative duties including, but not limited to, answering phones, filing, processing mail, scheduling meetings and other responsibilities that support the company, • Maintain information in the company CRM database, including, but not limited to, entering new contacts and/or companies, creating groups and/or running reports and creating workflow efficienciesAdvisor Support, • Prepare advisors for client and prospect meetings on an ongoing basis. Gather and prepare for use all necessary presentation and sales materials, compile meeting agendas, performance reports and account applications, • Onboard new clients including the set-up of accounts, recurring money movements, online access, and the scheduling of the ongoing account review cycle, • Proactively work to ensure all advisor client follow-up and associated tasks are completed; create workflow in CRM system to track all outstanding follow-up tasks to be reviewed regularly with each advisorQualifications:, • Minimum two years of experience in sales/administrative support (preferably in Financial Planning), • Knowledge of Company products and services, • Computer experience: Microsoft Office Suite, including Excel, • Proven ability to meet deadlines as well as effectively identify and solve problems, • Strong time management, organizational skills; able to effectively prioritize/multi-task, • Ability to work independently as well as cohesively with advisors and team members, • Must maintain a high level of confidentiality and have a client-focused, helpful attitude, • Superior Communication skills – Communicates courteously, professional, and effectively in a variety of ways with diverse audience, including use of good grammar, • Energetic and results-oriented, • FINRA Series 6 or 7 license preferred but not required, • Job Type: Full-time, • Salary: Negotiable depending on experienceSend resume to mhanavan@lincolninvestment.com'

Job Description Apartment Maintenance Technician-Full Time Get to Know Ashley Management Corporation: Ashley Management is a privately held real estate investment and development firm focused on the Upstate New York market. We specialize in value creation through multifamily real estate investments in secondary markets, whether it is through an acquisition of an existing asset or development of a new community. We pride ourselves on providing comfortable and affordable living spaces that are professionally managed and cared for. With a strong dedication to customer service, we promise to serve our residents for years to come. Why Work for Us? As an employee of The Ashley Companies, you will have the opportunity to build your career in a supportive environment. We want all of our employees to flourish, expand their talents, and reach their highest level of professional fulfillment. We strive to hire exceptional performers in every role within our organization while providing endless opportunities to grow. We value diversity and feel pride in knowing that each of our team members can offer unique perspectives and approaches to problem-solving. Job Details: Full-time Maintenance Technician position available at a mid-sized apartment complex. We are looking for a hardworking, driven individual with strong customer service skills. Responsibilities (including but not limited to): • Complete maintenance requests - requiring mechanical aptitude in the following: Plumbing; Flooring; Drywall; Electrical; General Carpentry, • Maintain a high level of customer service, including communicating effectively with residents, co-workers, and vendors., • On-call responsibilities when assigned (rotating schedule with other staff), • Snow Removal Education/Experience: • No specific level of education is required. A minimum of one to two years of previous experience or comparable experience in property management maintenance, other building maintenance or a related trade. Technical Competencies/Physical Demands and Environmental Conditions: • Valid Driver’s License and dependable transportation, current automobile insurance and acceptable driving record., • Spend 90%+ of time performing hands on repairs/maintenance/turnover work. Able to transport/move a minimum of 50 lbs. variable distances., • Ability to work outdoors in temperatures exceeding 90 degrees or below 10 degrees Fahrenheit. Benefits: Healthcare, Dental, Vision, Flexible Spending Account, Health Savings Account, PTO, Vacation, Paid Holidays, 401K with company match, Enhanced Short-Term Disability, Critical Illness & Accident Insurance, Paid Family Leave (PFL), Employee Referral Program, Incentive Program, Tuition Reimbursement Program, Employee Discount Program (LifeMart), and many more. Competitive salary commensurate with experience. Our Mission and Values: Ashley's operating philosophy is simply to generate and preserve value. We deliver on this commitment by remaining strategically focused while applying creativity and pragmatism to each community repositioning effort. Ashley operates for the long-term by focusing on integrity and constituent alignment. Customer Commitment: We develop trustworthy and respectful tenant relationships to make a positive impact on their lives. Courage: We embrace change and innovative ideas that will benefit our tenants and coworkers. We are willing to step out of our comfort zone to grow and learn as a team. Collaboration: We work together and are open, honest, and respectful in our interactions. Ownership: We take initiative in being part of the solution and creating our own opportunities for growth. Integrity: We take pride in our work which is built on quality and reflects our morals. Equal Opportunity Employer: The Ashley Companies is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, orientation, national origin, disability, genetic information, pregnancy, or any other proacted characteristic as outlined by federal, state, or local laws. Please submit a resume with compensation requirements.

Job Description At PEARCE, we've got a career for you! Pearce is a leading technology-enabled provider of asset management solutions for mission-critical electromechanical infrastructure throughout North America. Pearce provides technical maintenance, repair, operations, and engineering services for uninterruptible power supply (UPS) systems, backup power generators, battery energy storage systems (BESS), critical cooling systems, and other electrical and mechanical infrastructure across end markets such as renewable energy, telecom, and data centers. Founded in 1998, Pearce has more than 4,000 employees and 28 locations across the U.S. Pearce is a wholly owned subsidiary of CBRE Group, Inc., the world's largest commercial real estate services and investment firm. To learn more about Pearce visit http://www.pearce-services.com. Your Impact Pearce is seeking Experienced HVAC Technicians to join our team for servicing and repairing commercial HVAC equipment on telecom shelters located on Cell Tower sites. This is a fast-paced and rewarding job that is best suited for individuals who are responsible, self-directed, highly motivated, willing to travel, and looking to learn and grow in the Telecom industry. This is a regional position. Candidates should reside in the Buffalo, New York area. Core Responsibilities • Maintaining cooling systems – diagnosing, troubleshooting, repairing, or installing and replacing components of entire systems., • Conducting performance checks and regular maintenance on HVAC equipment., • Performing additional maintenance or upgrades to out-of-season HVAC equipment., • Responding to service calls in a timely manner, including emergency call out services., • Timely and accurate completion of daily work reports., • Operate and maintain a motor vehicle safely and legally per the PEARCE Employee Handbook and insurance requirements. Specific duties may vary or evolve over time based on business and client needs. Core Experience • Must be Level 2 or Universal EPA Certified (Required)., • 3+ years of experience with HVAC maintenance (commercial preferred)., • Basic knowledge of electronic, mechanical, and electrical components including refrigeration systems is preferred., • Must be able to communicate effectively both verbally and by email. Physical/Work Environment At Pearce safety is our number one concern. Candidates must be able to comply with OSHAFCC/FAA/EPA Standards. • Candidates should reside in the Buffalo, New York area., • Must be available for after-hours and weekend call outs on occasion., • Extensive daily travel in an independent work structure., • Occasional overnights required-company pays all travel costs and provides per diem., • Driving to remote work sites as needed., • Be exposed to ambient temperatures while working outdoors., • Lift and move equipment as needed (up to 50 pounds)., • Will be required to pass a Department of Transportation (DOT) physical. Compensation: $30.00-$38.00 hourly/DOE At Pearce, we are committed to fair and transparent pay practices. Actual compensation is influenced by a wide array of factors including but not limited to skill set, level of experience, and location. In addition to wages, employees may also be eligible for performance and referral bonuses, production incentives, tool/equipment and fuel stipends, company vehicle, per diem or other applicable compensation. We also offer all full-time employees a comprehensive benefits package including health and life insurance, 401k with employer match, paid time off, tuition reimbursement, and professional development courses. This pay range reflects our commitment to pay equity and compliance with state and federal pay transparency laws. If you have questions about compensation, we encourage open discussions during the hiring process. Base Pay Range$30—$38 USD What We Offer Pearce offers a family-friendly and innovative culture with opportunities for growth, competitive compensation, comprehensive health benefits including medical, dental and vision insurance, flexible spending accounts, HSA option. To help you recharge, we have paid vacation and paid holidays. For your future, we offer a company-matching 401(k) Retirement, Life Insurance, Tuition reimbursement, and professional development training. To help you be successful at work, as required for the role, we will provide a company vehicle, phone, laptop, or tablet along with all necessary tools and safety equipment. We are an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. Learn more about us at www.Pearce-Services.com!

Job Description Overview At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities. Responsibilities Summary The Client Service Manager (CSM) serves as the primary operational and relationship support contact for clients and advisors. This role ensures an exceptional client experience by coordinating account servicing, onboarding, compliance documentation, and ongoing administrative support while partnering closely with Financial Advisors and Portfolio Managers. The ideal candidate is detail-oriented, proactive, and highly client-focused, with experience in wealth management or financial services. Key Responsibilities Client Relationship Support • Serve as day-to-day contact for client service requests, • Facilitate account openings, transfers (ACATs), and asset movements, • Coordinate meeting preparation and follow-up, • Maintain accurate client records in CRM, • Assist in client onboarding and periodic reviews Account Administration • Prepare and process new account paperwork, • Monitor account documentation for compliance completeness, • Coordinate with custodians (e.g., Schwab, Fidelity, Pershing), • Track money movements and ensure timely execution, • Support tax document delivery and reporting inquiries Advisor Support • Prepare performance reports and portfolio summaries, • Assist with proposal generation and financial planning coordination, • Support trading operations as needed, • Help implement planning-driven portfolio changes Compliance & Risk Management • Ensure adherence to SEC/State RIA regulations, • Maintain documentation standards, • Support audit and compliance reviews, • Monitor suitability and client profile updates Operations & Process Improvement • Identify workflow efficiencies, • Maintain standardized service procedures, • Participate in system upgrades and CRM optimization Qualifications Required • 3–7 years experience in RIA, wealth management, or brokerage firm, • Strong knowledge of custodial platforms and account paperwork, • Familiarity with CRM systems (Redtail, Salesforce, Wealthbox), • Excellent organizational and communication skills, • High attention to detail Preferred • Series 65 or willingness to obtain, • Bachelor’s degree in Finance, Business, or related field, • Experience supporting high-net-worth or retirement-income clients, • Working knowledge of financial planning software (eMoney, MoneyGuidePro) Core Competencies • Client-first mindset, • Operational precision, • Confidentiality & discretion, • Strong follow-through, • Team collaboration

The Company Our client, a locally based wealth advisory firm, is looking to add a Client Services Associate to their growing team in Buffalo, NY. This position is a great career opportunity for an individual who has experience in the financial services industry and who has a working knowledge of investments, annuity, life insurance and advisory products. The Role The Client Services Associate will support a team of financial advisors and will be focused on delivering a high level of service to the firm’s clients. Responsibilities of the role include: • Deliver high-quality client service by addressing inquiries with professionalism and providing comprehensive, timely resolutions., • Administer all documentation required for new account establishment, including but not limited to ACAT and non-ACAT transfers, ETF/ACH transactions, wires, journals, rollovers, RMDs, broker-dealer changes, beneficiary designations, TOD registrations, and systematic investment plans., • Ongoing maintenance of annuity, life insurance, and long-term disability contracts. Accurately process contributions, withdrawals, surrenders, and policy modifications, including beneficiary updates, while ensuring compliance with all applicable standards., • Provide support for client technical inquiries related to secure portals, e-delivery preferences, and the coordination of virtual meetings via Zoom or Webex., • Maintain client records in accordance with industry regulations, ensuring proper organization, security, and retention of all executed documentation., • Execute additional administrative and operational functions as required. Required Qualifications: The successful candidate will possess the following: • 4–6 years of experience as a Client Service Associate within the financial services industry., • Demonstrated proficiency in handling e-delivery enrollments, ACAT/non-ACAT transfers, ETF/ACH transactions, wires, rollovers, RMDs, broker-dealer changes, beneficiary designations, TOD registrations, and systematic investments., • Direct experience with annuity and life insurance applications is required., • Familiarity with Albridge and eMoney is desirable., • Prior experience with CRM platforms is required; knowledge of Redtail is strongly preferred., • Proficiency in Microsoft Office 365 (Word, Excel, Outlook, PowerPoint), as well as ZOOM and advanced calendar management skills. At this time, the good faith estimate of the annual base salary range for this position is $65,000 to $70,000 plus a full benefit offering, including paid individual life insurance, 401K plan match, PTO and vacation time. Where a successful applicant is slotted within the compensation range will vary based on legitimate criteria, such as years of experience and skill level. If you are interested in learning more about this role, please apply with your resume and contact information to annette@straussgroup.com

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts helping clients achieve their financial goals. • Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings., • Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements., • Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want., • Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions introducing them to our team of experts to help achieve their financial goals., • Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills • Ability to put clients first and exceed their expectations delivering attentive and friendly service, creating a welcoming environment., • Ability to build trusted relationships demonstrating genuine care and concern during interactions with clients., • Ability to engage clients communicating clearly and politely to understand and help, anticipating client needs., • Ability to quickly and effectively resolve client issues with attention to detail providing a consistent client experience., • Ability to elevate the client experience working collaboratively as a team to deliver seamless service with care and sincerity., • Ability to quickly and accurately learn products, services, and procedures., • Client service experience or comparable experience., • High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills • Strong desire and ability to influence, educate, and connect customers to technology solutions., • Cash handling experience. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction. Our Consumer Banking group helps customers manage their money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.

Job DescriptionBenefits: • 401(k), • 401(k) matching, • Bonus based on performance, • Competitive salary, • Dental insurance, • Health insurance, • Paid time off, • Vision insurance Company Overview Newbury Franklin Industrials (NFI) is the data-driven industrial manufacturing and distribution platform of Newbury Franklin, a private equity firm focused on long-term holdings. NFIs team is made up of highly motivated individuals looking to make a direct impact in the companys growth and execution of our long-term strategy. Our family of companies includes seven operating entities, including an electrical components manufacturer founded in the 1970s, a manufacturing and distribution company with more than 100,000 unique products, and an e-commerce platform organically created from our talented team in-house. Our long-term strategy is to build and grow a geographically diverse industrial powerhouse via both organic growth and acquisitions. NFI and its companies have a presence throughout the U.S., which may provide opportunities for geographic relocation and career growth Job Overview The Corporate Accountant will serve as a strategic and operational partner to the Director of Finance, acting as a right-hand leader across the organizations accounting, finance, and treasury functions. This role is ideal for a hands-on, ambitious finance professional who is ready to take ownership, drive results, and learn the strategic side of finance while helping scale and strengthen the team. Key Responsibilities Financial Reporting & Close • Lead and support month-end, quarter-end, and year-end close processes across multiple entities., • Prepare, review, and analyze financial statements and management reports for leadership and key stakeholders., • Assist with audit preparation and coordination with external auditors.Budgeting, Forecasting & Analysis, • Support budgeting, forecasting, and cash flow management initiatives., • Analyze financial performance, identify trends, and provide insights to support business decisions., • Partner with the Director on financial modeling, scenario planning, and investment evaluation.Treasury & Cash Management, • Help manage daily cash operations and short-term liquidity., • Assist in working capital optimization, debt compliance, and lender reporting.Internal Controls & Process Improvement, • Support strengthening internal controls, process improvements, and ERP/system initiatives., • Help maintain consistent policies and procedures across entities.Strategic Support & Team Leadership, • Serve as a second-in-command to the Director, stepping in on key initiatives and decisions as needed., • Partner with the Director on strategic initiatives, including growth planning and transaction readiness., • Mentor and guide other accounting and finance staff to ensure high performance and professional growthWhat Were Looking For, • 37 years of accounting or finance experience in a hands-on, multi-entity environment., • Strong work ethic, curiosity, and drive to take ownership and make an impact., • Willingness to learn and grow under mentorship while contributing immediately., • Comfortable balancing day-to-day execution with exposure to high-level strategy.Benefits include:, • 401(k) with employer match, • Medical, dental, vision, short-term and long-term disability, and life insurance benefits, • Paid time off, • Performance-based annual bonus

Job Description Sinatra and Co. is pleased to announce a Leasing and Property Assistant opportunity available for hire. At Sinatra we operate with the mindset of One Team, One Direction. When joining the team, you will be responsible for upholding this value as well as striving for professional growth and development. About Sinatra and Co. Founded in 2010, Sinatra and Co. serves our communities through our unique value-add real estate investment approach which includes historical/tax-credit development projects as well as workforce housing acquisition and operation. As a family-owned, vertically integrated real estate firm, Sinatra and Co. manages and owns over $500M in assets comprised of more than 5,000 apartment units. Our unique concept allows for collaboration on all fronts of the real estate industry spanning from investment opportunities to management of onsite operations We also take pride in heavily investing in our people – the driving force behind our operations. Our company culture focuses on striving for greatness and growing every team member in our family-oriented vision for success. As part of the Sinatra and Co. team, you will be a part of a team committed to excellence both inside the office and out on our properties. About the Position Duties: • Works initial lead inquiries and elevates qualified leads to Leasing Professional Team, • Collaborates with Property Management Team to assist in all aspects of leasing apartments and other property management related duties, • Operates as an extension of the Property Management Team to complete miscellaneous tasks, projects, or action items as assigned, • Responsible for lead management within the queue and maintain an average follow-up time of one business day, • Maintains working knowledge of unit availability and ensures accuracy, • Monitors occupancy for units and other rentable items to meet or exceed budget expectations, • Identifies areas for opportunity such as creating mini models, highlighting stale vacancies, and communicating occupancy improvement ideas to the Property Management Team., • Visits the asset(s) regularly to ensure excellent curb appeal, removes trash and debris as discovered along path, • Assists in walking every unit prior to showing, providing keys for move-in, or other applicable situations, • Opens and closes the office daily to include but not limited to refreshing bathroom/kitchen areas, clearing loose paperwork or files, organizing furniture, emptying trash receptacles, sweeping, mopping, cleaning surfaces with disinfected, and any other tasks that would contribute to a clean and orderly environment, • Maintains 100% completion in any additional training assigned through the LMS platform, • Locates opportunities for review requests following positive interactions with residents or prospects, • Assists in marketing efforts such as outreach marketing, event planning, retaining a current market survey, and networking within the community., • Monitors marketing collateral and communicates needs with marketing department, • Maintains working knowledge of Fair Housing laws, rules, and regulations concerning apartment leasing and management, • Assists in resident retention efforts and other resident needs as applicable, • Assist with investor relations as needed, • Has ability to work a flexible schedule to include nights and weekends, as well as flexible office locations based on company needs, • Completes any additional tasks assigned by Property Manager or other member of upper management. *This list is designed to be a brief description of typical job roles but does not encompass all requirements of the role that may arise from day to day. To excel in this role, a team player mentality will be required. Benefits: 401(k) and matching options Dental Insurance Employee Assistance program Employee Discount Program Health Insurance Life Insurance Paid Time Off Vision Insurance About the Applicant • Remains professional and positive when interacting with prospects, residents, and other team members, • Enjoys being a team player and operates in the best interest of the organization, • Is proactive and thinks outside of the box for leasing initiatives, resident events, and other workplace needs, • Posses excellent telephone, written, and verbal communication skills., • Competent computer skills., • Yardi experience is preferred., • Must possess a valid driver’s license and reliable transportation. Sinatra and Company is an equal opportunity employer. Selection of candidate will be based solely on merit and will be without discrimination based on age, sex, sexual orientation, race, religion, national origin, marital status, or disability

Our client, a dynamic investment firm, is seeking a polished and proactive Receptionist to support their Midtown office. Assist with firm events and administrative projects.

We’re partnering with a leading, highly respected investment firm to find a standout. Exposure to a top-tier investment platform.

We're currently looking for individuals across the country to take part in remote paid research, including remote focus groups, product trials, and consumer studies.Earn up to $750 a week in your free time by providing feedback on everyday products and services.If you're comfortable sharing your opi

Join Our Team As a Clinical Assistant!.Covers departments in Big Flats, Owego, Southport, Waverly.Performs duties of a clinical and clerical nature.Maintains records and applies knowledge and skills to run a full functioning office for one or more Providers in Clinic.Assists professional staff by pe

We're currently looking for individuals across the country to take part in remote paid research, including remote focus groups, product trials, and consumer studies.Earn up to $750 a week in your free time by providing feedback on everyday products and services.If you're comfortable sharing your opi

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

We're currently looking for individuals across the country to take part in online paid research, including remote focus groups, product trials, and consumer studies.Earn up to $750 a week in your free time by providing feedback on everyday products and services.If you're comfortable sharing your opi

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Medical Receptionist Opportunity.Join Our Team at Allied Physicians Allergy, Asthma, Sinus Centers of Long Island - Babylon.Are you the kind of person who makes everyone feel welcome the moment they walk through the door? Do you thrive in a fast-paced environment where multitasking is key? If so, we

Schedule, reschedule, and confirm appointments in accordance with physician availability.

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Part Time Office Assistant - Community Preservation.The Town is looking for a Part Time Office Assistant in our Community Preservation Department.Typical work activities include, but are not limited to:.Greeting and assisting members of the public with general questions regarding status of Acquisiti

EEO Statement : DENT Neurologic Institute is an equal opportunity and affirmative action employer committed to diversity and inclusion in all aspects of recruiting and employment.

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

UBMD Orthopaedics & Sports Medicine is the largest Orthopaedic group in Western New York.We are looking for a Medical Receptionist who is ready to take that next step into a leadership role.This is a full time opportunity at our 716 Health Clinic located at 111 North Maplemere Road, Suite 100, Willi

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Receptionist - State Farm Agent Team Member.As a Receptionist - State Farm Agent Team Member, you'll be at the forefront of delivering an exceptional customer experience.Your responsibilities will include:.Engaging with customers through various channels, including phone, email, and chat.Providing f