Banking & Finance Archives

27 05, 2022

Loan Officer

jobs2022-05-27T11:52:11-04:00Comments Off on Loan Officer

Our Client is currently seeking a Loan Officer to join their team. This is a full-time, permanent position with excellent benefits. Responsibilities Include: Review loan applications to ensure their completeness and obtain additional information as needed. Pull credit reports for new and existing accounts and estimate monthly payments for outstanding debts. Calculate the debt-to-income ratio and determine collateral needs and payment plans. Provide further explanation when loans are denied and provide alternative options to members to secure a loan in the future. Monitor payments and provide follow-ups to satisfy late payments. Research payroll deductions stops, starts, and changes as they may [...]

25 05, 2022

Accountant

jobs2022-05-25T14:11:55-04:00Comments Off on Accountant

Our client is currently seeking an organized and detail-oriented Accountant to join their Accounting Department. This is a full-time, contract-to-hire position. Responsibilities Include: Preparing, verifying, and posting invoices and other accounting documents or records. Sorting, coding, and entering data. Generating payments as needed. Posting A/R. Oversee new supplier setup and reconcile supplier statements. Assisting with preparation of financial statements. Qualifications: Associate or Bachelor’s degree in Business, Finance, or Accounting preferred. 1+ years of Accounting experience. Must be proficient in Microsoft Excel. Effective time management, organizational, and communication If you are qualified for this position, please apply using our secure [...]

25 05, 2022

Financial Analyst

jobs2022-05-25T13:57:17-04:00Comments Off on Financial Analyst

Our client is currently seeking a Financial Analyst to join their growing team. This is a full-time, permanent position with benefits. Responsibilities Include: Perform financial forecasting, reporting, and operational metrics tracking. Report on financial performance and prepare for regular leadership reviews. Analyze past results, perform variance analysis, identify trends, and make recommendations for improvements. Work closely with the accounting team to ensure accurate financial reporting. Evaluate financial performance by comparing and analyzing actual results with plans and forecasts. Qualifications: Bachelor's Degree in Accounting/Finance/Economics. 3+ years of business finance or other relevant experience. Strong fluency with Excel formulas and functions. Strong [...]

25 05, 2022

Finance Director

jobs2022-05-25T13:44:20-04:00Comments Off on Finance Director

Our client is currently seeking a Finance Director to aid in the continued growth of their company. This is a full-time, permanent position with excellent benefits. Responsibilities Include: Oversee day-to-day practice operations. Institute organizational objectives directly related to operations and set forth plans for their completion. Ensure that national, state, and local needs are met while abiding by Business Standards. Provide a consistent flow of communication within the organization. Provide periodic reports as they relate to the functions of the practice. Qualifications: Bachelor's Degree in Accounting, Finance, or related field is required. 5+ years in a management role is preferred. [...]

23 05, 2022

Compliance Associate

jobs2022-05-23T15:53:53-04:00Comments Off on Compliance Associate

Our client is currently seeking a Compliance Associate to be responsible for the development, strengthening, and maintenance of compliance activities across the firm. This is a full-time, permanent position with excellent benefits. Responsibilities Include: Assist in the review and maintenance of compliance procedures, documentation, and regulatory filings Review client communications, advertising, and marketing efforts/campaigns Research developing or recently enacted regulations/guidelines and suggest appropriate internal policy changes Filing of compliance reports with the SEC and/or any other authorized government organizations Assist with conducting annual compliance meetings and training with employees and advisors Assist in the development of action plans to address [...]

23 05, 2022

Probate & Bankruptcy Paralegal/Legal Secretary

jobs2022-05-23T15:40:53-04:00Comments Off on Probate & Bankruptcy Paralegal/Legal Secretary

Our client is seeking an extremely diligent and self-motivated Legal Secretary/Paralegal who has prior experience in the areas of probate and bankruptcy. This is a full-time, permanent position at a reputable mid-sized firm offering an excellent salary and benefits package. Responsibilities Include: Preparing and filing probate documents in the administration of an estate (petitions, motions, testamentary letters, inventories, accountings, and notices) Processing, drafting, and filing bankruptcy-related documents. Reviewing and analyzing bankruptcy claims. Gathering information from creditors, debtors, trustees, and court clerks. Schedule client meetings and act as a point of contact for heavy caseload. Draft, prepare, and electronically file legal [...]

23 05, 2022

Finance Director

jobs2022-05-23T15:35:51-04:00Comments Off on Finance Director

Our client is currently seeking a Finance Director to join their team. This is a full-time, permanent position with excellent benefits. Responsibilities Include: Manage accounting staff on accounts, ledgers, and reporting systems ensuring compliance with GAAP standards, regulatory requirements, and rules for non-profits Supervise grants administration, accounting, and budgeting Prepare monthly and annual financial statements for review, (including explanations for variance analysis) and prepares cash flow analysis Provides financial reports and analysis to the CFO & CEO Maintains compliance with accounting standards, government regulations, and tax laws Develops procedures and systems for use in ensuring financial control and availability of [...]

17 05, 2022

Bookkeeper/Office Manager

jobs2022-05-17T13:21:33-04:00Comments Off on Bookkeeper/Office Manager

Our client is currently seeking a Bookkeeper/ Office Manager to join their growing team. This is a part-time, permanent position, Monday-Friday 10-2. Responsibilities Include: Monthly bank reconciliations Process A/P and A/R Process payroll through Paychex Monthly adhoc reporting Onboard new employees, enter in Paychex Qualifications: Associates degree preferred Proficient in QuickBooks Excellent written and verbal communication skills If you are qualified for this position, please apply using our secure online form.

17 05, 2022

Commercial Real Estate & Title Paralegal

jobs2022-05-17T13:20:35-04:00Comments Off on Commercial Real Estate & Title Paralegal

Our client is currently seeking a Commercial Real Estate Paralegal to join their growing team. This is a full-time, permanent position with excellent benefits. Responsibilities Include: Manage current and incoming files, mainly related to real estate finance transactions. Draft, revise and coordinate the execution of closing documents. Perform title and survey reviews when necessary. Prepare all real estate-related documents to ensure a timely closing. Qualifications: Must have an Associate's Degree and/or a paralegal certificate. 3+ years experience as a paralegal in a real estate/finance setting. Must thrive in a fast-paced environment and prioritize work accordingly to necessity. Must be extremely [...]

10 05, 2022

Practice Administrator/Finance Director

jobs2022-05-10T08:52:31-04:00Comments Off on Practice Administrator/Finance Director

Our client is currently seeking a Practice Administrator to aid in the continued growth of their company. This is a full-time, permanent position with excellent benefits. Responsibilities Include: Oversee day-to-day practice operations. Institute organizational objectives directly related to operations and set forth plans for their completion. Ensure that national, state, and local needs are met while abiding by Business Standards. Provide a consistent flow of communication within the organization. Provide periodic reports as they relate to the functions of the practice. Qualifications: Bachelor's Degree in Accounting, Finance, or related field is required. 5+ years in a management role, preferably in [...]