25 10, 2021

Client Service Associate

2021-10-25T10:03:01-04:00Comments Off on Client Service Associate

Our client is currently seeking a Client Service Associate to enhance the client experience by providing exceptional client service, supporting Branch functions as needed, assisting in safeguarding client assets, and serving as administrative and operational support to Financial Advisors. This is a full-time, permanent position with excellent benefits. Responsibilities Include: Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date Onboard new client accounts, which includes the collection of required documentation and client information Perform administrative duties that support Financial Advisors in daily business practices, including [...]

25 10, 2021

Business Development Associate

2021-10-25T09:47:21-04:00Comments Off on Business Development Associate

Our client is currently seeking a Business Development Associate to participate in the team’s overall business development as well as the design and updating of tailored reporting for new and existing clients. This is a full-time, permanent position with excellent benefits. Responsibilities Include: Develops and implements strategies to execute the business plan to achieve desired results Supports Financial Advisor’s practice through book analysis and determination of appropriate strategies Develops potential strategies to further enhance client relationships based on issues documented during client visits Engages in strategic planning with other team members on client matters   Qualifications:  5+ years previous work experience [...]

25 10, 2021

Client Service Associate

2021-10-25T09:42:30-04:00Comments Off on Client Service Associate

Our client is currently seeking a Client Service Associate to enhance the client experience by providing exceptional client service, supporting Branch functions as needed, assisting in safeguarding client assets, and serving as administrative and operational support to Financial Advisors. This is a full-time, permanent position with excellent benefits. Responsibilities Include: Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date Onboard new client accounts, which includes the collection of required documentation and client information Perform administrative duties that support Financial Advisors in daily business practices, including [...]

12 10, 2021

Assistant Controller

2021-10-12T15:35:51-04:00Comments Off on Assistant Controller

Our client is currently seeking an enthusiastic accounting professional to join their established and growing team as the Assistant Controller. This is a full-time, permanent position. Responsibilities Include: Preparation of monthly financial statements for monthly financial close at all assigned locations. Reconciling general ledger accounts. Analysis of forecasts and budgets for financial variances. Preparation and completion of financial forecasts. Assist with the annual financial budget. Reporting /communicating financial information to management. Management of accounting data to and from assigned locations. Qualifications: A Master’s Degree in Accounting with 3+ years of accounting experience is required. CPA is highly preferred but not mandatory. [...]

12 10, 2021

Compliance

2021-10-12T09:41:55-04:00Comments Off on Compliance

Our client is currently seeking a Series 7 Licensed Assistant Compliance Officer to join their team. They will be responsible for providing assistance to the Compliance Officer with their day-to-day tasks. This is a full-time, permanent position. Responsibilities Include: Staying informed of changing compliance laws and regulations and informing compliance staff and management of these changes. Assisting with compliance testing and monitoring. Monitoring the status of corrective actions being taken. Providing compliance technical assistance, training, and analysis as necessary. Qualifications: All applicants MUST have their FINRA Series 7 License. Series 24 is preferred. Prior brokerage industry experience is required. Compliance [...]

6 10, 2021

Senior Client Service Associate

2021-10-06T13:44:28-04:00Comments Off on Senior Client Service Associate

Our client is currently seeking a Senior Client Service Associate to create and maintain long-term relationships with their clients. This is a full-time, permanent position with excellent benefits. Responsibilities include: Answer phone calls, resolve client service needs, take messages as needed. Daily interactions with clients regarding admin & financial tasks. Utilize CRM for tasks, notes, messages, contact information, and reports. Prepare reports, account opening forms and service forms for client meetings. Provide ongoing service for the firm’s client forms. Manage calendar for Partners, schedule and confirm appointments. Qualifications: Bachelor’s degree in Business Related Field. 3+ years of experience in Financial [...]

6 10, 2021

Tax Manager

2021-10-06T13:30:47-04:00Comments Off on Tax Manager

Our client is currently seeking a Tax Manager to aid in all tax related functions of the company. This is a full-time, permanent position with excellent benefits. Responsibilities Include: Prepare and file state and federal tax documents in a timely and accurate manner. Organize all IRS and state income tax audit examinations and ensure their compliance with local and federal tax laws and regulations. Assist in the continual improvement of department procedures directly related to tax issues. Prepare income tax projections as requested and provide answers to all income tax, trust, estate and business tax questions and concerns. Qualifications: Bachelor's [...]

6 10, 2021

Real Estate Asset Manager

2021-10-06T10:33:37-04:00Comments Off on Real Estate Asset Manager

Our client is currently seeking a Real Estate Asset Manager who will provide leadership for the company's owned and managed real estate properties. This is a full-time, permanent position with excellent benefits. Responsibilities Include: Oversee the preparation of forecasts, operating budgets and all other financial related reports. Produce lease and contract negotiations that pertain to commercial building systems and ensure each property operates within approved performance goals. Manage the preparation of monthly performance reports with suggestions on long term improvement. Train Property Managers and ensure they continually promote revenue growth and sales initiatives. Oversee the successful and timely opening of [...]

1 10, 2021

Commercial Real Estate & Title Paralegal

2021-10-01T13:09:17-04:00Comments 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 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 [...]

1 10, 2021

Payroll Specialist

2021-10-04T11:19:28-04:00Comments Off on Payroll Specialist

Our client is currently seeking a Payroll Specialist. This is a great opportunity for an experienced payroll professional to join an established team. This is a full-time, permanent position with excellent benefits. Responsibilities Include: Perform weekly and bi-weekly multi-state payroll for hourly and salaried employees. Perform weekly check runs. Calculate bonuses as requested as well as new hire pay, termination pay, and any other adjustments. Process general ledger functions related to payroll including journal entries, accruals, and balance sheet reconciliations. Qualifications: A degree in Accounting or Finance is required. 3+ years of Payroll experience is required. Ability to work independently. [...]

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