Banking & Finance

30 09, 2022

Commission Agent

2022-09-30T12:35:31-04:00Comments Off on Commission Agent

Our client is currently seeking a Commission Associate to join their growing firm. This is a full-time, permanent position with excellent benefits. Responsibilities Include: Communicate with financial members to obtain information on commissions. Ensure seamless onboarding transition and provide training on commission cycles. Run reports and manipulate data in Excel as necessary. Provide clerical duties such as filing, scanning, data entry, processing mail, and answering and directing incoming calls. Qualifications: A Bachelor's Degree is required. Must have excellent written and verbal communication skills. Proficient in using Microsoft Office Suite, specifically Excel. If you are qualified for this position, please [...]

30 09, 2022

Financial Analyst

2022-09-30T10:23:05-04:00Comments 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. [...]

30 09, 2022

Compliance Associate

2022-09-30T10:12:41-04:00Comments 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 [...]

20 09, 2022

Chief Human Resources Officer

2022-09-20T14:35:18-04:00Comments Off on Chief Human Resources Officer

Our client is currently seeking a Chief Human Resources Officer to manage the daily operations of the office. This is a full-time, permanent position with excellent benefits. Responsibilities Include: Supervises the overall budget incorporating and collaborating with various finance departments. Works closely with HR to attract and retain new recruits as well as assist with all levels of employee integration. Continually complete performance reviews, monitor workflows, and office assignments and provide office support when necessary. Collaborate with various departments to ensure consistent practices are followed throughout the office. Qualifications: Bachelor's Degree in HR, Business, or related field. At least [...]

12 09, 2022

Senior Auditor

2022-09-12T14:09:24-04:00Comments Off on Senior Auditor

Our client is searching for a senior auditor to take over the management and oversight of auditing projects for their auditing team. In this role, you will be tasked with ensuring the efficient completion of accurate audits, managing a team of junior auditors, and maintaining levels of auditing quality and financial accuracy for their clients. Responsibilities Include: Planning and designing auditing projects and necessary tasks to be completed. Assigning roles to various members of the auditing team. Ensuring standards of quality and accuracy are maintained in audits and other financial reports. Meeting with management and stakeholders to discuss findings [...]

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