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Family owned company seeks individual with the ability to work well independently as well as part of a team. Ideal candidate must demonstrate ability to: Multitask Follow instructions well Be able to file electronically, be able to track jobs, project log etc. Generate payment requisitions Answer and manage incoming calls Type and review letters Assisting in creating PO requests with our vendors Manage all emails, faxes, mail and appointments, as well as reminders Organizing and maintaining client and employee records Excellent communication skills (verbal and written) Exceptional Math, spelling and grammar Close attention to detail Bilingual (English/Spanish) preferred Must have your own vehicle for bank and post office errands Must be reliable and trustworthy Must be able to work Monday through Friday (40 Hours) Must have Excellent Attendance Customer Service Microsoft Excel, Outlook, Word Docusign

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

Job Title: Case Manager Location: [Homeless Shelter- Horizon Hearts, Inc Location: Hempstead, NY 11550 Job Type: Full-time Salary: $50K to $60K Job Summary: The Case Manager at Horizon Hearts, Inc will provide comprehensive support to individuals experiencing homelessness. This role involves assessing client needs, developing personalized service plans, and coordinating resources to help clients achieve stability and self-sufficiency. Key Responsibilities: Conduct thorough assessments of clients' needs, strengths, and barriers. Develop and implement individualized service plans in collaboration with clients. Provide ongoing case management, including regular follow-up and adjustments to service plans. Connect clients with appropriate community resources, such as housing, healthcare, employment, and social services. Advocate for clients' needs within the shelter and the broader community. Maintain accurate and up-to-date client records and documentation. Collaborate with shelter staff, volunteers, and external partners to ensure comprehensive support for clients. Facilitate group sessions and workshops on topics such as life skills, job readiness, and health education. Monitor and evaluate clients' progress towards goals, providing support and encouragement. Participate in staff meetings, training sessions, and professional development opportunities. Requirements: Bachelor's degree in Social Work, Psychology, Human Services, or a related field. Minimum of 2 years of experience in case management, preferably in a homeless shelter or similar setting. Strong understanding of issues related to homelessness, poverty, and mental health. Excellent communication, interpersonal, and organizational skills. Ability to work independently and as part of a team. Proficiency in Microsoft Office and case management software. Valid driver's license and reliable transportation. Ability to handle sensitive information with confidentiality and professionalism. Commitment to the mission and values of [Horizon Hearts, Inc] Preferred Qualifications: Master's degree in Social Work or related field. Experience with trauma-informed care and crisis intervention. Bilingual in [English and Spanish] plus