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Intuit is seeking highly motivated individuals to join our dynamic team as a dedicated Tax Expert - TurboTax Store in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Expert - TurboTax Store, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. This nonexempt role requires onsite presence at a TurboTax location in the United States and offers both seasonal and year-round opportunities. During the interview process, we will discuss your career goals and availability to match you with the schedule that works best for you. What You Will Do: • Be a Proactive Community Ambassador, • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable., • Provide Tax Expertise, • Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • Deliver a Best in Class Customer Experience, • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools., • Address client inquiries while helping them overcome tax-related challenges. Key Qualifications: • Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds, • Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand., • Interest in building a local and online social presence as a Tax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing, • Must be willing to wear a TurboTax uniform, • Must be willing to work in a front facing retail environment Attributes and skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: California $32.50 - $36.00 Colorado $31.00 - $34.50 Hawaii $32.50 - $36.00 Illinois $31.00 - $34.50 Maryland $31.00 - $34.50 Massachusetts $32.50 - $36.00 Minnesota $28.00 - $31.00 New Jersey $32.50 - $36.00 New York $32.50 - $36.00 Ohio $28.00 - $ $31.00 Vermont $31.00 - $34.50 Washington $32.50 - $36.00 Washington DC $31.00 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as a dedicated Tax Expert - TurboTax Store in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Expert - TurboTax Store, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. This nonexempt role requires onsite presence at a TurboTax location in the United States and offers both seasonal and year-round opportunities. During the interview process, we will discuss your career goals and availability to match you with the schedule that works best for you. What You Will Do: • Be a Proactive Community Ambassador, • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable., • Provide Tax Expertise, • Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • Deliver a Best in Class Customer Experience, • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools., • Address client inquiries while helping them overcome tax-related challenges. Key Qualifications: • Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds, • Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand., • Interest in building a local and online social presence as a Tax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing, • Must be willing to wear a TurboTax uniform, • Must be willing to work in a front facing retail environment Attributes and skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: California $32.50 - $36.00 Colorado $31.00 - $34.50 Hawaii $32.50 - $36.00 Illinois $31.00 - $34.50 Maryland $31.00 - $34.50 Massachusetts $32.50 - $36.00 Minnesota $28.00 - $31.00 New Jersey $32.50 - $36.00 New York $32.50 - $36.00 Ohio $28.00 - $ $31.00 Vermont $31.00 - $34.50 Washington $32.50 - $36.00 Washington DC $31.00 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws.

Financial Advisor, Wealth Advisor, or Personal Financial Consultant. Prior experience in roles blending financial planning and ongoing coaching, such as workplace financial consultant or advisor at national firms. Financial Advisor (CFA or CFP).

Job Description The Payroll Specialist will manage payroll processing using ADP systems and handle 32BJ benefits administration. This role requires attention to detail and expertise in payroll compliance, ensuring accurate and timely compensation for employees while maintaining regulatory standards. Responsibilities • Process payroll accurately and on schedule using ADP software, • Administer employee benefits, including 32BJ programs, • Maintain payroll records and ensure compliance with federal and state regulations, • Respond to employee inquiries regarding payroll and benefits, • Coordinate with HR and accounting departments on payroll matters Required Qualifications • Experience with ADP payroll systems, • Knowledge of 32BJ benefits administration, • Strong understanding of payroll regulations and compliance, • Detail-oriented with excellent organizational skills

Job Description We’re seeking a talented, results-oriented individual to join our team as an Accounts Payable Associate. One to three years’ experience is preferred but if you are a sharp, quick learner who is just beginning your career in accounting, we welcome you to apply! Essential Duties and Responsibilities Accounts Payable • Enter and process invoices for international and domestic merchandise purchases. Ensure accuracy and details of each transaction, • Enter and process invoices for all expenses, • Obtain approval for payment from managers with backup documentation, • Process payments, • Develop, maintain and report on Accounts Payable activities including but not limited to purchase reporting, check register, aging reports, • Develop and maintain ongoing working relationships with vendors; communicate status of payment Maintain and report on book balance on checking and marketing accounts • Create and submit report to executive management Reconcile checking accounts • Reconcile corporate and marketing checking accounts Education and Experience • Some college coursework or certificate programs in accounting preferred, • 1-3 years of Accounts Payable or General Accounting Experience Required Skills and Abilities • Thorough understanding of generally accepted accounting principles, with the ability to apply them to real world situations, • Strong analytical skills, • Intermediate to advanced experience with MS Word, Excel and Outlook, • Intermediate to advanced knowledge of working with accounting software packages for general ledger accounting, • Must be able to handle several projects in a deadline driven environment, • Excellent verbal, written communication, and interpersonal skills

Job DescriptionBenefits: • 401(k) matching, • Bonus based on performance, • Company parties, • Paid time off ROLE DESCRIPTION: As Account Manager - State Farm Agent Team Member for Mike Walsh - State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: • Develop and maintain customer relationships to drive retention and growth., • Conduct policy reviews and provide recommendations to customers., • Oversee the resolution of complex customer issues., • Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads.QUALIFICATIONS:, • Experience in insurance sales or account management preferred., • Leadership and interpersonal skills., • Proven track record of meeting sales targets., • Willingness to engage in sales conversations. Flexible work from home options available.

Job DescriptionMuslim Hands USA is a registered 501(c)(3) non-profit working to alleviate poverty amongst some of the most vulnerable communities around the World. It primarily focuses on improving access to WASH, providing Health, Education, Food Security and Livelihoods and responding to Emergencies. The Finance Manager will play a hands-on role in managing the day-to-day financial operations, ensuring the organization runs efficiently and effectively as well as overseeing the preparation of financial statements, budgets, and ensuring regulatory compliance. This role requires a combination of strategic thinking, detail-oriented execution, and a deep understanding of the financial challenges and opportunities within the non-profit sector. Key Responsibilities • Manage day-to-day operations, including tracking financial data, invoicing, payroll, bank statements and maintaining organized and updated financial records, • Develop and implement the organization's annual budgetary planning, • Ensure effective use of models and tools to enable planning and budget management at all levels, • Prepare the budget and cashflow strategy, • Manage budgets and funds to comply with the strategy and donor requirements, • Prepare accurate monthly management accounts, • Financial reports for the board and management, • Prepare all Bank, Balance Sheet and System Reconciliations, • Financial data sanity checks, • Review, develop and maintain internal accounting controls and procedures and advise staff on internal controls and accounting policies and procedures, • Processing transactions during peak periods, • Preparing written reports on financials, • Organize monthly budget review meeting and prepare official reports on a monthly, quarterly and annual basis, • Strong focus on controls and processes and a high attention to detail, • Demonstrate problem solving & analytical skills, • The ability to multi-task, as well as a willingness to not only support, but get involved as an individual contributor, • Up-to-date technical skills and confident preparing accounts, • The ability to work closely with external advisersQualifications, • Bachelor's degree in Finance, Accounting, or related field. Master’s degree or CPA preferred., • Minimum of 3 years of professional experience in financial management, • Familiarity with non-profit financial regulations and grant management, • Proficiency in accounting software and tools, such as QuickBooks, • Ability to multitask and prioritize various operational activities, • Excellent analytical, problem-solving, and organizational skills, • Outstanding written and verbal communication skills, • Ability to work collaboratively across departments and with diverse stakeholders

Job Description Job description Nursing home management company looking for an Accounts Payable clerk to provide strong leadership to our accounts payable department and ensure that the department runs smoothly. To succeed in this role, you should be focused on optimizing department processes & workflows, motivation to develop and maintain relationships both inside and outside of our organization and have extensive knowledge of accounting and AP procedures. You should be knowledgeable, analytical, and decisive with exceptional leadership skills. Responsibilities Managing all routing, auditing, and approval of vendor bills. Reviewing weekly check runs for accuracy and completeness and coordinating cash approvals with finance/treasury. Managing the AP month close process for monthly financial statements. Building and maintaining relationships with vendors + ensuring favorable payment terms. Developing, implementing, improving, and enforcing budgets, policies, and department controls to increase accuracy and efficiency. Compiling, analyzing, and reporting financial information for management. Setting and facilitating the achievement of department objectives. ·

Job Description We are seeking a dynamic and experienced Commercial Insurance Account Manager. The successful candidate will be responsible for managing a portfolio of commercial insurance accounts, providing exceptional service to clients, and ensuring their insurance needs are met with tailored solutions. Responsibilities: • Serve as the primary point of contact for a portfolio of commercial insurance clients, • Analyze client insurance programs and recommend appropriate coverage enhancements or adjustments, • Identify new market opportunities and develop strategies to expand our customer base, • Build and maintain strong relationships with key clients, ensuring their needs are met, • Prepare and present insurance proposals and renewals to clients, • Process policy endorsements, certificates of insurance, and other administrative tasks accurately and efficiently, • Stay updated on industry trends, regulatory changes, and development of new insurance products to identify potential business opportunities Qualifications & Experience: • Current property and casualty license, • 3 Years of experience in commercial insurance, • Background in account management, sales, and negotiation with a strong knowledge of commercial insurance products and coverages, • Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients and colleagues, • Detail-oriented with strong analytical and problem-solving abilities, • Organizational skills with the ability to prioritize tasks effectively

Job Description CRSG is a construction management firm with several niche construction services provided in its portfolio. The employer provides administrative services to these B2B Companies such as Payroll, Billing, Accounts Payable, Analysis, Marketing, and IT. This company is an employer of about 50 administrative employees and 400-500 employees including its collective entities. Spread among several offices in both Midtown Manhattan & Southern Nassau County Long Island, you will be joining an organization of hardworking individuals focused on providing the best support services possible to our operations and, ultimately, our clientele. Responsibilities: • Manage project accounting activities including job costing, budgeting, forecasting, and reporting., • Monitor project budgets and expenses, identifying variances and recommending corrective actions., • Process accounts payable and receivable specific to construction projects., • Track subcontractor and vendor payments, lien releases, and contract compliance., • Assist with preparation of monthly financial statements and project status reports., • Ensure proper documentation of change orders, purchase orders, and billing., • Collaborate with project managers and field staff to reconcile budgets and expenses., • Support audits and compliance with internal and external financial regulations. Qualifications: • Bachelor’s degree in Accounting, Finance, or related field., • 3+ years of accounting experience, with at least 2 years in the construction industry., • Proficiency in construction accounting software such as Sage 300 CRE, Procore, QuickBooks, or Viewpoint., • Strong knowledge of job costing, billing cycles, and project financial reporting., • Excellent attention to detail and organizational skills., • Ability to work independently and as part of a cross-functional team. Preferred: • CPA or other relevant certification (a plus, not required)., • Experience with AIA billing and construction contract management., • Familiarity with GAAP and construction-specific financial practices., • Familiarity with SAGE construction accounting software.

Job DescriptionLHH Recruitment Solutions is seeking an Accounts Payable Associate to work for a fast paced organization in the Garden City, NY area. This is a Direct Hire Opportunity. Position Summary We are seeking a detail-oriented Accounts Payable Associate to support the day-to-day financial operations of our organization. This role is responsible for ensuring the accurate and timely processing of invoices, vendor payments, account reconciliations, and financial record maintenance. The ideal candidate will have strong organizational skills, attention to detail, and the ability to work effectively in a team environment. Key Responsibilities • Verify invoices against receiving reports for accuracy, • Review vendor invoices requiring special handling, including credits, DSO items, and other exceptions., • Process and post approved invoices into the accounting system and maintain organized records., • Prepare, process, and distribute debit memos., • Verify incoming and outgoing freight bills for accuracy., • Prepare vendor payment runs and generate checks according to established schedules., • Create and update vendor records within the accounting system., • Order and manage office supplies and printed forms inventory.Qualifications Required: • High school diploma or equivalent., • Proficiency in English., • Strong attention to detail and accuracy., • Basic computer proficiency and ability to work with accounting systems.Preferred:, • At least one year of Accounts Payable experienceSkills & Competencies, • Strong data entry and keyboarding skills., • Proficiency in Microsoft Office Suite, including Outlook, Excel, Word, and OneNote., • Professional email communication skills., • Ability to operate standard office equipment, including copiers, fax machines, calculators, and phones., • Strong organizational and multitasking abilities., • Team-oriented mindset with a willingness to support multiple departments., • Excellent attention to detail and follow-through.Benefits, • Comprehensive medical, dental, and vision insurance, including a company-sponsored medical plan option for employees and dependents., • Company-paid life insurance with optional coverage for employees, spouses, and children., • 401(k) retirement plan with company match and company-funded pension plan., • Generous paid time off., • 10 paid company holidays.This is an excellent opportunity for an organized accounting professional looking to grow within a stable and collaborative environment. Salary $55-58K (depending on experience). Full Time Days. In Office Daily. Email your resume to Joy.Silva@LHH.com or apply online! Pay Details: $55,000.00 to $58,000.00 per year Search managed by: Joy Silva Equal Opportunity Employer/Veterans/Disabled Military connected talent encouraged to apply To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act, • Los Angeles City Fair Chance Ordinance, • Los Angeles County Fair Chance Ordinance for Employers, • San Francisco Fair Chance OrdinanceMassachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Job DescriptionDescription: Why you’ll want to work at nimble! This is a great opportunity to join a well-established and market-leading brand serving a high-growth end market while gaining valuable experience working closely with Executive leadership. As an organization, we are in high-growth mode through acquisition with a laser focus on positive culture building! Who we are: nimble solutions is a leading provider of revenue cycle management solutions for ambulatory surgery centers (ASCs), surgical clinics, surgical hospitals, and anesthesia groups. Our tech-enabled solutions allow surgical organizations to streamline their revenue cycle processes, reduce administrative burden, and improve financial outcomes. Join more than 1,100 surgical organizations that trust nimble solutions and its advisors to bring deep insights and actionable intelligence to maximize their revenue cycle. We are currently seeking a Revenue Cycle Specialist with a grat work ethic to manage the revenue cycle process, including pre-submission review, claim submission, and follow-up. Under the direction of the Billing Manager, this role will be instrumental in ensuring timely claim submission, follow-up with payers, and handling billing discrepancies. This position requires well-rounded knowledge of the revenue cycle process while maintaining compliance with industry regulations. Key Responsibilities: • Insurance verification, reviewing submitted claims for accuracy and completeness, investigating and resolving claim denials by analyzing documentation and using appropriate CPT and ICD-10 codes, • Working on insurance appeals and correcting claim information, and working closely with providers, coders, and administrative staff to ensure accurate documentation and billing, • Provide timely billing and reimbursement for services while maintaining compliance with industry regulations, • Utilize and navigate through all available portals for claim information, • Responsible for tracking and documenting follow-up activities to ensure completion of work and provide updates regularly, • Navigating the complexities of healthcare billing and insurance systems to optimize revenue flowRequirements: Qualifications and Skills required: • High School diploma or equivalent, • Minimum 3 years of medical billing experience, • Out-of-network billing experience strongly preferred, • Strong communication and interpersonal skills, • Excellent attention to detail and organizational skills, • Must be flexible and adaptable to various work environments, • Must be computer proficient

Job Description At New York Life, we're all about empowering you to transform your competitive spirit into a fulfilling career as a Financial Services Professional. You'll build lasting relationships founded on trust and integrity, providing tailored financial solutions that truly make a difference. With the backing of a Fortune 100 company, you'll have access to industry-leading training, mentorship, and resources that empower you to excel and grow. Our Accelerated Path into Management offers clear advancement opportunities, turning your ambition into leadership and team development roles. Join us and make a meaningful impact on people’s lives while crafting your legacy. We offer a supportive environment, competitive compensation, and a commitment to your professional growth. New York Life's culture of innovation and its focus on long-term client success ensure you're not just part of a company but a community dedicated to doing good. Ready to channel your athletic mindset into a dynamic financial services career? Apply today and let your competitive edge shine. Compensation: $120,000 plus at planned earnings Responsibilities: • Build and nurture client relationships by providing personalized financial solutions., • Conduct comprehensive financial needs analyses to identify client goals and objectives., • Educate clients on financial products and services, ensuring they make informed decisions., • Collaborate with team members to develop strategic plans that enhance client satisfaction., • Stay informed about industry trends and regulatory changes to offer up-to-date advice., • Utilize company resources and training to continuously improve your financial expertise., • Participate in community events to expand your professional network and client base in Nassau-Suffolk, NY. Qualifications: • Experience in building and maintaining strong client relationships, ensuring trust and satisfaction., • Ability to conduct thorough financial needs analyses, identifying client goals and crafting personalized solutions., • Proven track record of educating clients on financial products, enabling informed decision-making., • Strong collaboration skills to work effectively with team members in developing strategic client plans., • Up-to-date knowledge of industry trends and regulatory changes to provide current and relevant advice., • Commitment to continuous learning and professional development through company resources and training., • Active participation in community events to expand professional networks and client base in Nassau-Suffolk, NY. About Company About New York Life New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients. Awards & Accolades We’re proud of our financial strength: • A++ Superior (A.M. Best), • AAA Exceptionally Strong (Fitch), • Aaa Exceptional (Moody’s), • AA+ Very Strong (Standard & Poor’s)

Job DescriptionBenefits: • 401(k), • Bonus based on performance, • Competitive salary, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Paid time off, • Training & development ABOUT OUR AGENCY: Our agency opened in 2000 and has grown into a high-energy team of eight who are focused on helping customers protect what matters most. Before becoming an agent, I spent years with State Farm starting in 1988 as a Claims Manager, which gave me a strong foundation in customer care, problem-solving, and leadership. Insurance truly runs in the family. I’m married, my wife is also a State Farm agent, and our son followed the same path and now has his own agency. That shared experience brings a deep understanding of the business and a strong sense of pride in what we do. I’m also active in the community and serve as Chairman of the Jamaica YMCA, where we focus on supporting youth and strengthening local programs. Our team enjoys free snacks and drinks, and we love celebrating wins together with team dinners at great restaurants and even trips. We also offer a 401(k), health benefits, and a strong emphasis on work-life balance. Our office has a high-energy, positive culture where teamwork and growth are top priorities. We’re looking for someone with great energy, a positive attitude, and a willingness to learn. If you’re coachable, motivated, and ready to grow in a fast-paced, supportive environment, this could be a place where you can build a strong and rewarding career. ROLE DESCRIPTION: As Account Manager - State Farm Agent Team Member for Marcel Robin - State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: • Develop and maintain customer relationships to drive retention and growth., • Conduct policy reviews and provide recommendations to customers., • Oversee the resolution of complex customer issues., • Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads.QUALIFICATIONS:, • Experience in insurance sales or account management preferred., • Leadership and interpersonal skills., • Proven track record of meeting sales targets., • Willingness to engage in sales conversations., • Bilingual Spanish preferred.Location Address: Queens, NY 11434

Job Description Assistant Controller – Gabrielli Truck Sales Position Summary Gabrielli Truck Sales, a leading family-owned commercial truck dealership group with multiple locations across the Northeast, is seeking an experienced Assistant Controller to support the Controller in managing the financial operations of our growing organization. This role will be integral to maintaining the accuracy, integrity, and efficiency of all accounting and reporting processes. The Assistant Controller will ensure compliance with dealership-specific tax and regulatory requirements, support operational leaders with financial insights, and contribute to process and system improvements across the accounting department. Key Responsibilities • Assist in the preparation and review of monthly, quarterly, and annual financial statements for all Gabrielli Truck Sales entities., • Support the Controller in day-to-day accounting operations, including general ledger management, accounts payable/receivable, bank reconciliations, and payroll processing., • Ensure compliance with federal, state, and local tax regulations, including but not limited to:, • Sales tax filings and audits, • Federal Excise Tax (FET) reporting and compliance, • Local business and property taxes, • Dealership and manufacturer-specific reporting requirements, • Coordinate with external auditors and tax advisors to support annual audits and tax preparation., • Maintain and enhance internal controls and accounting procedures to ensure timely, accurate, and compliant financial reporting., • Assist in the budgeting and forecasting process, preparing variance analyses to support operational decision-making., • Provide financial insights and reporting to dealership and department managers, helping to drive profitability and operational efficiency., • Participate in system upgrades, automation initiatives, and process improvements across all Gabrielli dealership locations., • Train, mentor, and support accounting staff, promoting a culture of accuracy, accountability, and continuous improvement., • Serve as a key contributor on special projects and initiatives led by the Controller and executive management team. Qualifications / Requirements • Bachelor’s degree in Accounting, Finance, or a related field required; CPA or progress toward CPA strongly preferred., • 5+ years of progressive accounting experience, ideally within an automotive or truck dealership, retail, or multi-entity organization., • Solid understanding of dealership accounting operations, including tax compliance (sales tax, FET, and multi-state filings)., • Experience with dealership management systems (DMS) such as CDK, Reynolds & Reynolds, or Karmak preferred., • Proficiency in Microsoft Excel, accounting software, and financial reporting tools., • Strong analytical, organizational, and communication skills with exceptional attention to detail., • Ability to work independently and collaboratively in a fast-paced, deadline-driven environment., • A proactive and hands-on approach to problem-solving and process improvement. About Gabrielli Truck Sales Gabrielli Truck Sales is a family-owned and operated dealership group with over 20 locations serving the Northeast. For more than 60 years, Gabrielli has been a trusted leader in heavy-duty truck sales, leasing, parts, and service, representing top brands such as Volvo, Mack, Hino, and Isuzu. We pride ourselves on our commitment to customer satisfaction, operational excellence, and developing our team members for long-term success. Gabrielli Truck Sales is an Equal Opportunity Employer. We value a diverse and inclusive working atmosphere. In furtherance of our culture, all qualified applicants will receive consideration for employment without regard to pregnancy, race, national origin, gender, age, religion, disability, sexual orientation, veteran status, marital status or any other characteristics protected by law. Gabrielli Truck Sales provides reasonable accommodations for employees and applicants with disabilities or pregnant consistent with applicable law. If you need a reasonable accommodation during the application process, please let us know. Benefits: • Medical and Dental plan, • Paid Holidays, • Paid vacation and sick/personal time, • 401k with an employer match, • EMPLOYER Paid Life insurance benefit, • Gym Reimbursement program

Job DescriptionBenefits: • Bonus based on performance, • Opportunity for advancement, • Paid time off, • Competitive salary, • Flexible schedule, • Signing bonus, • Training & development Position Overview Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Account Manager - State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential. Responsibilities • Work with the agent to establish and meet marketing goals., • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services., • Maintain a strong work ethic with a total commitment to success each and every day.Requirements, • Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred, • Successful track record of meeting sales goals/quotas preferred, • Interest in marketing products and services based on customer needs, • Excellent interpersonal skills, • Organizational skills, • Self-motivated, • Ability to work in a team environment, • Ability to assess customer needs and conduct effective interviews, • Ability to effectively relate to a customer, • Property and Casualty license (must be able to obtain), • Life and Health license (must be able to obtain)If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm.

Job Description We are looking for an Accounts Payable Specialist to join a detail-focused organization in New Hyde Park, New York in a Contract to Permanent capacity. This role is well suited for someone who thrives in a detail-focused accounting environment and can manage invoice processing with accuracy and consistency. The ideal candidate will support day-to-day payables activities, help maintain organized financial records, and contribute to timely vendor payments. Responsibilities: • Process vendor invoices accurately and enter payment details into the accounting system in a timely manner., • Review billing documents for proper account allocation and ensure expenses are coded correctly before approval., • Manage scheduled check runs and coordinate payment distribution according to established deadlines., • Reconcile accounts payable records, investigate discrepancies, and resolve outstanding payment issues with vendors or internal teams., • Maintain organized documentation for invoices, approvals, and payment activity to support audit readiness and reporting needs., • Communicate with vendors and business partners regarding invoice status, payment questions, and account updates., • Strong understanding of invoice review, expense coding, and general accounts payable procedures., • Hands-on ability to manage check runs and support timely payment processing., • High level of accuracy and attention to detail when entering and verifying financial information., • Comfortable communicating with vendors and internal stakeholders to address payment-related questions., • Ability to stay organized, manage multiple priorities, and meet recurring deadlines., • Proficiency with accounting software and standard office applications, including spreadsheet tools

Job DescriptionBenefits: • License reimbursement, • Opportunity for advancement, • Paid time off, • Training & development, • 401(k), • Bonus based on performance, • Competitive salary, • Flexible schedule ABOUT OUR AGENCY: I opened my agency in 2022 and currently lead a team of eight. Before becoming an agent, I worked as a State Farm team member, which gave me a strong foundation in customer service and agency operations. I'm family-oriented, enjoy traveling, and believe in building an agency where people can grow both personally and professionally. Our team enjoys spending time together through office outings and team events, and we've built a culture that feels more like family than coworkers. We believe in supporting one another, putting customers first, and always doing the right thing. Our agency offers PTO, paid holidays, a 401(k), licensing reimbursement, and a flexible work environment. We believe in rewarding hard work while providing the flexibility and support our team needs to succeed. I'm looking for someone who wants more than just a paycheck. The ideal candidate is hardworking, positive, outgoing, and enjoys talking with people. If you're motivated to grow, thrive in a fast-paced environment, and want to make a real difference for customers, we'd love to have you on our team. ROLE DESCRIPTION: As Account Manager - State Farm Agent Team Member for Christopher Alfaro - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: • Develop and maintain customer relationships to drive retention and growth., • Conduct policy reviews and provide recommendations to customers., • Oversee the resolution of complex customer issues., • Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads.QUALIFICATIONS:, • Experience in insurance sales or account management preferred., • Leadership and interpersonal skills., • Proven track record of meeting sales targets., • Willingness to engage in sales conversations.

Job DescriptionBenefits: • 401(k), • 401(k) matching, • Bonus based on performance, • Competitive salary, • Dental insurance, • Health insurance, • Opportunity for advancement, • Paid time off, • Profit sharing, • Vision insurance ROLE DESCRIPTION: As Account Manager - State Farm Agent Team Member for Nadeem Moustafa - State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: • Develop and maintain customer relationships to drive retention and growth., • Conduct policy reviews and provide recommendations to customers., • Oversee the resolution of complex customer issues., • Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads.QUALIFICATIONS:, • Experience in insurance sales or account management preferred., • Leadership and interpersonal skills., • Proven track record of meeting sales targets., • Willingness to engage in sales conversations.

Job DescriptionInsurance - Senior Commercial Account Manager Salary: $80,000-100,000 Location: Garden City / Rockville Centre, NY (multiple positions) Independent insurance agency is seeking Senior Commercial Lines Account Manager to service and manage a book of commercial lines accounts. The Senior Commercial Lines Account Manager will respond to client calls about policy and coverage questions and consult with clients on policy changes and risk management concerns. This position will be responsible for providing timely and professional day-to-day client service working closely with the insurance agency producer and carrier underwriters. Responsibilities: Working knowledge of Property and Casualty accounts such as Construction, Manufacturing, Retail, E&O, GL Research and compile answers to client policy and coverage questions Ability to market/quote new business and account renewals obtaining competitive coverage/cost ratios for the client Experience with multiple carrier underwriters and online rating portals Identify, compile and manage information regarding account renewals Qualifications 7-10 years of insurance industry experience related to servicing commercial accounts Property and Casualty license CIC, CPCU, or other insurance designations are desirable Applied (TAM or EPIC) or AMS360 software experience preferred Knowledge of Insurance and/or Brokerage business Technical knowledge of product area or industry Ability to provide consultation and expert advice to management on risk management issues Knowledge of computer software packages, including Microsoft Office (Word, Excel, Outlook) Verbal and written communication skills All inquiries will be kept 100% confidential

Job DescriptionBenefits: • License Paid by Agency, • 401(k), • Bonus based on performance, • Competitive salary, • Flexible schedule, • Opportunity for advancement, • Paid time off, • Training & development ROLE DESCRIPTION: As Account Manager - State Farm Agent Team Member for Arthur Huth - State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: • Develop and maintain customer relationships to drive retention and growth., • Conduct policy reviews and provide recommendations to customers., • Oversee the resolution of complex customer issues., • Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads.QUALIFICATIONS:, • Experience in insurance sales or account management preferred., • Leadership and interpersonal skills., • Proven track record of meeting sales targets., • Willingness to engage in sales conversations.

Job DescriptionPosition Overview Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Account Manager - State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential. Responsibilities • Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification., • Use a customer-focused, needs-based review process to educate customers about insurance options., • Work with the agent to establish and meet marketing goals., • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.As an Agent Team Member, you will receive..., • Salary plus commission/bonus, • Profit sharing, • Paid time off (vacation and personal/sick days), • Valuable experience, • Growth potential/Opportunity for advancement within my agencyRequirements, • Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred, • Successful track record of meeting sales goals/quotas preferred, • Interest in marketing products and services based on customer needs, • Excellent communication skills - written, verbal and listening, • Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams, • Self-motivated, • Ability to make presentations to potential customers, • Achieve mutually agreed upon marketing goals, • Property and Casualty license (must have currently), • Life and Health license (must be able to obtain) If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm.

Job Description General Summary: This position is responsible for the profitable growth of an assigned book of Healthcare Professional and General Liability business utilizing underwriting policies, guidelines, rating manual rules and insurance laws and regulations. The Senior Underwriting Account Manager will have a thorough understanding of EmPRO’s strategies and appetites and will use internal and external data to make appropriate individual and portfolio risk decisions. This position has potential to be based in our Roslyn, New York; Boston, Massachusetts; or Hamilton, New Jersey offices. Training will take place in Roslyn, New York regardless of the primary location of the position. Employees based outside of New York will need to be able to travel to the Roslyn site as needed. Ability to work from home contingent upon prior experience. Essential Duties & Responsibilities: • Underwrite accounts for the Healthcare Facilities Underwriting within the scope of assigned underwriting authority., • Reviews applications and financial requirements to determine acceptability of risk in accordance with EmPRO’s guidelines and standards., • Understands pricing components and rating methodology as well as use of the predictive modeling tools; prices risk based on financial and competitive analysis., • Use all appropriate underwriting tools disciplines and knowledge of strategies to ensure underwriting guidelines are followed., • Strong ability to identify, analyze and solve problems as well as the ability to manage and prioritize multiple concurrent projects., • Review and prepare quotation proposals on submission and renewing accounts for both Healthcare Professional and General Liability., • Demonstrates technical underwriting skills through strategic, thorough account reviews and file documentation., • Keeps current on state/territory issues, regulations, and trends., • Manages assigned portfolio to achieve gross written premium, profitability, rate, retention, product mix, new business and portfolio management goals, • Demonstrates in-depth knowledge of EmPRO’s products and appetite., • Process various policy endorsements and policy issuance., • Produce analysis and reports as required., • Assist with claims coverage verification as needed., • Input account in database, enter information from application, loss runs, and other information as necessary, • Conduct visits/meetings with our brokers & clients to establish and maintain effective relationships and communications., • Prepare and deliver high-level presentations of complex accounts and portfolio performance to senior management for review and approval., • Collaborate closely with the Risk Management team to identify potential exposures and develop tailored strategies to help mitigate risks for specific accounts., • Follow-up with brokers/clients on requested documents., • Other duties as assigned by management. Education & Qualifications: • Bachelor’s Degree, or equivalent business experience required. NYS broker’s license desired., • 5+ years of hospital professional liability insurance is preferred but will consider physicians professional liability experience with a focus on Healthcare Facilities; general liability experience preferred., • Proficient in Microsoft Office Suite., • Knowledge of underwriting processes, coverages, and tools to gather and evaluate information in order to reach appropriate decisions on renewals and new business., • Must demonstrate ability to maintain an effective working relationship with other departments, employees, management, and clients., • Excellent verbal and written communication skills., • Must be detailed oriented and have good organizational skills., • Ability to work without direct supervision, make independent decisions and meet specific deadlines., • Must be able to travel to the Roslyn, NY office as needed (if not primary work location). The actual compensation for this position will be determined by experience and other factors permitted by law.

Job Description JOB DESCRIPTION HEAD TELLER * SUMMARY: Coordinate and supervise all aspects of teller operations, including completion of daily morning work. Ensure the daily activities of the tellers are performed in a timely, accurate and courteous manner. Well versed in branch operational procedures. Good leadership skills and the ability to motivate others are necessary. Actively participates in promoting and participating in a sales and service culture consistent with the credit union’s goals by providing solutions to members’ financial needs by understanding each individual member’s situation and suggesting credit union products and services utilizing Island Federal Credit Union’s preferred way of selling. Provide working leadership and guidance to tellers through assignment of work and by providing technical guidance. ESSENTIAL DUTIES AND RESPONSIBILITIES: • Supervise teller staff and maintain adequate staffing., • Assist in the coaching, and training and the development of new and existing tellers., • Assist tellers in solving member problems, serving as an operational reference., • Lead by example, providing solutions to members’ financial needs by understanding each individual member’s situation and suggesting credit union products and services utilizing Island Federal Credit Union’s preferred way of selling., • Responds in a professional manner to members' inquiries, requests or problems., • Promote, explain, and cross-sell credit union products and services., • Accurate completion of daily morning work, audit logs, and end of month reporting., • Responsible for proof of cash vault, ATM, and coin machine., • Responsible for maintaining teller drawer cash within the appropriate levels., • Maintain an up-to-date and thorough knowledge on all credit union products and services, • Adhere to help enforce all security procedures as well as all credit union policies and procedures., • Must have a thorough understanding of Shared Branching., • Perform routine member transactions, including but not limited to deposits, withdrawals, etc., • Complete and pass all required BSA Training., • Keep all Credit Union member and employee related business in strictest confidence., • Assist members in opening new accounts., • Maintain a neat and orderly work area., • Accommodate flexible work schedule to meet branch needs, including evenings and weekends., • Provide coverage at other locations, as needed., • Perform other duties as assigned by management. * REQUIREMENTS: • High school graduate or equivalent, • Minimum 2 years teller or similar experience., • Prior leadership experience preferred., • Prior sales experience., • Must possess good communication, supervisory, and organizational skills. * COMPENTENCIES: • Excellent written and oral communication skills, • Excellent organizational skills, • Ability to prioritize, pay close attention to detail, and coordinate various activities simultaneously., • Ability to communicate with co-workers, management, and business contacts in a courteous and professional manner. *

Job DescriptionCompany Description AST Defeasance is a leading boutique commercial real estate firm. Specializing in several areas of commercial real estate finance, AST is hired on several thousand transactions annually and is the largest firm in its field nationwide. No other company can combine ingenuity, know-how and customer service like AST. Job Description • Collaborate cross-functionally to build advanced financial models, process transactions, and perform intricate calculations., • Receive tailored training in core finance and real estate principles., • Play a key role in day-to-day operations, starting with mastering our programs and services, and progressing to managing individual projects and responsibilities., • Contribute to strategic decision-making by analyzing market trends and providing data-driven insights.Qualifications, • Bachelor’s degree required, • 4 years' experience in real estate or finance a plus, • Competency in Microsoft applications including Word and Excel, • Effective time management and ability to multitask, • Attention to detail, • Strong writing skills Additional Information Compensation is $90-100K

Job Description SimpleCREDIT is a growing private lender, based in Garden City, NY, built for credit professionals who want to underwrite real deals across the investment property and transitional lending space. We focus on core business-purpose lending including DSCR, residential transition, bridge, fix-and-flip, ground-up construction, multi-property and blanket structures, and small development projects, backed by institutional capital, with plans to continue expanding our product and capital access. We are seeking experienced credit and underwriting staff. Our lending platform is affiliated with an established real estate and specialty finance group with active operating businesses, properties, and investment-related entities. That affiliation provides our underwriting team with immediate access to existing deal flow, operational infrastructure, and industry relationships, not a cold start. This is an opportunity to help build a lending platform early, with the ability to influence credit standards and grow with the business while leveraging internal deal flow, shared resources, and long-term expansion plans. Responsibilities • Underwrite DSCR, bridge, fix-and-flip, ground-up construction, and blanket loans across the affiliated lending platform, • Evaluate sponsor strength, liquidity, experience, and track record, • Analyze project budgets, construction timelines, and cost-to-complete risk, • Review appraisals, feasibility studies, rent rolls, and market fundamentals, • Assess exit strategy viability and market liquidity, • Structure transactions to balance risk and growth, • Prepare clear written credit memos and present recommendations in committee, • Partner with originations to improve deal quality without compromising standards, • Identify portfolio-level risk patterns and provide insight to leadership, • Manage the full underwriting lifecycle from initial review through credit approval and closing, • Coordinate with originations, processing, and closing teams on conditions and documentation, • Maintain accurate credit files and records in the loan origination system, • Contribute to guideline and policy refinement as the platform scales Requirements • 3–7 years underwriting investment property or business-purpose real estate loans, • Direct experience with ground-up construction risk, blanket and portfolio loans, transitional real estate, and DSCR underwriting, • Working knowledge of LTC vs. LTV tradeoffs, construction draw risk, cost overruns and contingency analysis, debt yield, DSCR, and exit risk, • Demonstrated ability to evaluate sponsors beyond credit score, • Experience defending or presenting credit decisions in committee or leadership forums, • Proficiency with loan origination and underwriting platforms and Excel-based credit modeling, • Ability to manage a pipeline and work independently across multiple concurrent deals, • Experience with small-balance commercial, multifamily, or mixed-use assets a plus, • Familiarity with institutional capital requirements or fund-level reporting a plus, • Experience mentoring junior underwriters or analysts a plus

Job Description Applications won't be considered if not within commuting distance of Uniondale, NY Are you competitive? Do you have grit? Jump into the world of financial services by applying to join our growing team as an entry-level financial professional! We are looking for a people person with strong listening skills, attention to detail, and the ability to effectively communicate programs and plans to new customers. Our ideal candidate will embrace the opportunity to drive sales among potential clients and new clients through a mix of networking, referrals, and marketing strategies. If you’re seeking a flexible full-time position that offers a world of advancement potential, send us your resume today! Benefits: • 401(k) with a 4% match, • Retirement plan, • Life and Disability Insurance, • Health Coverage: Medical/Pharmacy, Dental, Vision, • Pension PlanCompensation: $75,000+ at plan commission Responsibilities: • Conduct meetings with new and potential clients and carefully listen to their individual circumstances in order to present the best insurance policies to meet their needs, • Tailor risk management strategies and client profiles to reflect each customer’s individual needs, • Stay updated about insurance industry changes that may affect customers in your portfolio, • Update reports, records, bookkeeping systems, and other organizational tools to accurately report progress toward monthly insurance sales goals, • Implement marketing strategies, including but not limited to cold calling and networking, to connect with potential clients while simultaneously maintaining a portfolio of current clients Qualifications: • Must be a superb communicator able to carefully analyze ideas like programs; experience working in customer service is beneficial, • Basic computer skills, including proficiency with the Microsoft Office Suite is required, • Experience using accounting or sales-related software is beneficial, • Candidates must have or be willing to get a license, • Willingness to learn about the industry, programs, and state and federal regulations that may impact policyholders About Company For over 180 years, we’ve helped turn your biggest dreams into milestones that last a lifetime. As a mutual company, we hold ourselves to the highest standards of transparency, objectivity, and integrity. We’re committed to improving local communities through a culture of giving and volunteerism, supported by our own New York Life Foundation. Join a company that values development, career growth, collaboration, innovation, and diversity & inclusion. Through various resources and programs, you can grow your career while developing personally and professionally. Your life. New York Life. More powerful, together. Insurance • Investments • Retirement • Advisory Services New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity

Job Description Job Title • Personal Line Underwriter (Homeowners & Dwelling Fire) Location • 1010 Northern Blvd., Suite 238, Great Neck, NY 11021 Salary • $65,000 - $95,000/year Position Type • Full-time, • Non-exempt (Hourly) or Exempt (Salaried), • Monday – Friday, • 9:00 am – 6:00 pm, • Hybrid after 90 days – 3 days in office/2 days remote Reports to • Deputy Branch Manager Position Overview: DB Insurance is seeking a Personal Lines Underwriter to join our team! As a Personal Lines Underwriter specializing in Homeowners & Dwelling Fire, you will assess risks for individual clients by analyzing client information, applying underwriting guidelines, and collaborating with agents and brokers to deliver competitive and profitable insurance solutions. Your expertise will play a crucial role in maintaining a well-balanced portfolio that aligns with the company’s risk management objectives. Key Responsibilities • Assess property characteristics, claims history, and other relevant data to determine insurability and risk level., • Conduct risk analysis and assessments in accordance with company underwriting guidelines and state regulations., • Make informed decisions on accepting, rejecting, or modifying insurance applications based on underwriting policies., • Collaborate with agents, brokers, and customer service teams to communicate underwriting decisions and address inquiries., • Ensure compliance with regulatory requirements and company standards in all underwriting practices., • Review the assigned book of business regularly to maintain portfolio balance and identify growth opportunities., • Stay informed on market trends, emerging risks, and regulatory changes to adjust underwriting strategies as needed., • Participate in training programs to stay current on underwriting best practices, product updates, and industry developments. Qualifications • Bachelor’s degree in Business, Finance, Insurance, or a related field, or equivalent work experience (open to entry-level candidates and experienced professionals), • 0 to 3+ years of experience in personal lines underwriting, with position level based on experience, • Understanding of underwriting principles, policy guidelines, and state-specific insurance regulations, particularly for Homeowners and Dwelling Fire, • Strong analytical and decision-making skills with high attention to detail and accuracy in risk assessment, • Excellent communication skills with a customer-service mindset to build strong relationships with agents, brokers, and internal teams, • Proficiency in Microsoft Office Suite or Google Workspace applications, • Familiarity or experience with underwriting software and rating tools is preferred, • Effective time management skills with the ability to handle multiple tasks and meet deadlines, • Ability to adapt to changing underwriting guidelines and evolving market conditions Preferred Qualifications • Professional designations such as CPCU (Chartered Property Casualty Underwriter) or AU (Associate in Underwriting) are a plus Benefits • Medical (PPO), dental (PPO), vision (PPO), and life insurance covered 100% by the company and 50% for dependents, • Monthly manager stipend, • Paid time off and sick leave, • 13 annual paid holidays, • 401(k) plan with up to 4% company match, • Flexible Spending Account (FSA) & Dependent Care FSA, • Job-related training reimbursement, • Casual dress code About Us At DB Insurance USA, we carry forward a legacy of excellence that began in South Korea in 1962 and expanded to the U.S. in 1984. Backed by the financial strength of a global powerhouse (AM Best Rating: A+, S&P Rating: A+), we combine world-class resources with the agility of a close-knit team. With offices in California, Hawaii, New York, and Guam, we provide innovative insurance solutions tailored to protect your property, business, and livelihood. We are committed to fostering a culture of inclusion and innovation, ensuring exceptional service and peace of mind for every policyholder. Powered by JazzHR BTPvHR8aJq

Job Description The mission of our Assistant Controller is to participate in the ongoing process and improve the reporting mechanisms necessary to facilitate our company. In this role, you will be responsible for providing and evaluating analysis for strategic planning. You will utilize your ability to work in a team by providing analytical support. Candidates must have experience in the construction industry. We are leaders in the development of inspection protocols and offer a great opportunity for the right candidate. Responsibilities as Assistant Controller: • Provide directions and assistance to employees performing accounting, billing, payables, payroll, general ledger, budgeting and financial reporting duties, • Ensure timely and accurate preparation, analysis and presentation of all financial reports, statements and tax returns/filings on a weekly/monthly, quarterly and annual basis, • Direct financial planning and budgeting for assigned entities, • Analyze financial details of past and present, and build financial models for expected operations to identify development opportunities, • Develops and enforces internal control policies, guidelines and procedures, • Directs implementation of new financial systems and procedures as assigned, • Advises management on short-term and long-term financial objectives, policies and actions, • Acts as primary liaison for financial audits with external CPA firm, and correspondence with state agencies and other external parties, • Ensure compliance with federal and state contract cost accounting principles and work with various departments to assist providing information, • Reviewing all financial statements and ledgers, and working with the accounting staff to clear up any discrepancies, • Provides training to the accounting personnel to develop their skills to meet future needs of the company., • Responsible for Real estate management and financials, • Ensuring team is staffed with quality employees at the proper wage, • Managing human resource processes, as needed, • Managing and maintaining all aspects of employee benefits QUALIFICATIONS AND EXPERIENCE: • 5+ years of combined accounting experience in public and industry accounting, preferably with experience in multi-level entities, payroll and sales taxes, and revenue accounting preferred, • Experience with Sage 300 preferred, • Experience with Microsoft suite software systems, • Advanced level Excel skills required including pivot tables, v-lookups, • Experience in managing day-to-day functions and leading accounting personnel, • Strong interpersonal and communication skills and ability to work with all levels of the organization, • Strong aptitude for research and problem solving, • Ability to work under pressure and consistently achieve required deadlines, • Excellent organizational and time management skills with attention to details and proactive approach, • High attention to detail and accuracy, • Ability to organize and set clear expectations for tasks and deliverables, • Strong oral and written communication skills, including excellent presentation skills, • Outstanding attention to detail and adherence to project deadlines, • Ability to work effectively, both independently and as a member of a team, • Ability to handle multiple tasks in a fast-paced environment, • Ability to “think outside the box” while identifying problems and developing creative solutions. EDUCATION AND CREDENTIALS- • Bachelor's degree in Accounting, Finance or Business Administration or experience equivalent. We offer an excellent benefits package that includes comprehensive medical, dental, vision, FSA benefits and 401(k). We are an equal opportunity employer.

Job DescriptionBenefits: • Holiday pay, • Simple IRA, • Bonus based on performance, • Competitive salary, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Paid time off, • Training & development ABOUT OUR AGENCY: I’ve had a fulfilling 19-year career as a State Farm Agent and am always excited to welcome team members who are passionate about this industry—especially those aspiring to become agents themselves. Our agency is proud to be recognized for its excellence, and we foster a professional yet fun environment centered on continued growth and learning. Team members who help us reach our goals are rewarded not just through commission and bonus opportunities, but also with team lunches, promotional trips, and other exciting incentives that celebrate hard work. We’re also committed to giving back—I volunteer at a local food bank, and our team actively sponsors youth and collegiate sports programs. As a bilingual team, we’re proud to serve our neighbors across Long Island and the greater New York City area. If you’re growth-minded, community-focused, and ready to build a meaningful career, we’d love to hear from you. Responsibilities: • Establish customer relationships and follow up with customers, as needed., • Use a customer-focused, needs-based review process to educate customers about insurance options., • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.Our top sales performers have two qualities that set them apart from all others and allow them to create exponentially higher monthly commissions:, • They have a process of relentless follow up with prospects that extends over time., • They utilize social media to reach out to leads sources and develop relationships with related businesses and potential customers.Requirements:, • Interest in marketing products and services based on customer needs, • Excellent communication skills - written, verbal and listening, • People-oriented, • Detail oriented, • Proactive in problem solving, • Able to learn computer functions, • Ability to work in a team environment If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm.

Job DescriptionOur firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!Compensation: $120,000 Responsibilities: • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management, • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations, • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs, • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects, • Serve as a collaborative team player willing to further development through continued training opportunities, • Network with and qualify with prospective clients and explain the features and merits of insurance, investments, and other planning needs., • Develop investment portfolios, disability, life insurance, and long-term life strategies, high-level professional sales presentations, and client acquisitions., • Anticipates future needs of all clients and works with senior-level advisors to call on established clients to renew and upgrade accounts., • Develops long-term relationships with clients and underwriters., • Assist clients with concerns and service issues as needed., • Reach agreed-upon sales targets monthly. Qualifications: • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus, • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred, • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients, • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary, • Requires a Bachelor’s degree in business administration, finance, or other related field, • Interpersonal, communication, and presentation skills., • Driven, motivated, and coachable., • Be willing to help others., • New York Life will pay and cover all expenses for training and the exam., • Sales: 1 year (preferred). About Company We help individuals, families, and businesses secure their financial futures through a wide range of insurance, investment, and retirement solutions. Our culture emphasizes collaboration, professional growth, and doing what’s right for clients and communities. At New York Life, you’ll find opportunities to build a meaningful career while making a lasting impact.

Job Description Small CPA firm seeking Tax Accountant/ Tax Preparer - Part to full time & Seasonal Preparers Job Requirements · 4+ years current tax experience in public accounting · Tax experience with individuals tax returns Knowledge of tax law Knowledge of Excel, Microsoft Office, QuickBooks and UltraTax Software a plus • Prepares individual tax returns, • Be able to communicate clearly an effectively, • Update financial reports via QuickBooks, • Attention to detail, • Post and process journal entries, • Assist in the processing of financial reports, • Assist senior accountants in the preparation of monthly/yearly closings, • Assist with other accounting projects Motivated self starters who would like to join our team , please submit your resume. We are seeking Part to full time positions as well as seasonal preparers. Also Anyone interested in Seasonal 2nd job positions. Salary is based on experience & skills and will increase based on such. Tax Preparer experience is a must. This is NOT a remote position. Company DescriptionSmall CPA firm in business for 90 years. Busy tax season office & year round. Pleasant convenient office with parking,Small CPA firm in business for 90 years. Busy tax season office & year round. Pleasant convenient office with parking,

Job Description Our client, a growing construction company on Long Island, is seeking a Project Accountant to join their team. This is an excellent opportunity for an accounting professional with construction industry experience who is looking to grow within a stable and collaborative environment. The ideal candidate will have approximately 3+ years of accounting experience within the construction industry and a strong understanding of project accounting processes. Experience with AIA billing, WIP schedules, job costing, and project cost tracking would be highly preferred. Responsibilities • Manage project accounting functions for multiple active construction projects, • Prepare and process AIA billing and related documentation, • Maintain and analyze WIP schedules and job cost reporting, • Track project costs, budgets, and change orders, • Assist with month-end close activities and account reconciliations, • Work closely with project managers and operations teams to ensure accurate financial reporting, • Support AP, AR, and subcontractor payment processing related to projects, • Assist with financial reporting and ad hoc analysis as needed Qualifications • Bachelor's degree in Accounting, Finance, or related field required, • 3+ years of accounting experience within the construction industry, • Experience with AIA billing strongly preferred, • Experience with WIP schedules, job costing, and project cost accounting highly preferred, • Strong Excel skills and attention to detail, • Ability to work in a fast-paced, team-oriented environment

Job Description Job Summary: We are seeking a detail-oriented and organized Accounting Assistant to support the daily operations of the accounting department. This role is responsible for managing accounts payable and accounts receivable functions, completing credit applications and VSA documentation, and performing general bookkeeping duties. The Accounting Assistant will help maintain accurate financial records, ensure timely processing of transactions, and provide administrative support to the accounting team. Key Responsibilities: • Manage full-cycle accounts payable and accounts receivable processes, including invoice processing, payment postings, reconciliations, and follow-up on outstanding balances., • Complete and process credit applications and VSA documentation accurately and in a timely manner., • Perform day-to-day bookkeeping duties, including data entry and maintaining accurate financial records., • Assist with account reconciliations and month-end closing activities., • Maintain organized and up-to-date financial documentation in compliance with company policies., • Provide general administrative and accounting support to the finance team., • Perform additional duties and special projects as assigned by upper management. Preferred Qualifications: • Diploma or degree in Accounting, Finance, or a related field., • 1–2 years of accounting, bookkeeping, or accounts payable/receivable experience preferred., • Basic understanding of accounting principles and financial reporting., • Proficiency in Microsoft Office (particularly Excel, Outlook, and Word)., • Proficiency in Mandarin preferred., • Strong attention to detail and high level of accuracy., • Excellent organizational and time-management skills., • Strong communication skills, both written and verbal., • Ability to multitask and meet deadlines in a fast-paced environment., • Strong problem-solving skills and ability to adapt to changing priorities., • Ability to work independently as well as collaboratively within a team.Company DescriptionWe are a total logistics solutions company that provides all services include customs entry, freight forwarding, trucking, warehouse and e-commerce. We are located in USA, China, Hong Kong, Vietnam, Malaysia, Singapore, Pakistan and have been expanding every year. Office Hours: 9 AM - 6 PM ESTWe are a total logistics solutions company that provides all services include customs entry, freight forwarding, trucking, warehouse and e-commerce. We are located in USA, China, Hong Kong, Vietnam, Malaysia, Singapore, Pakistan and have been expanding every year.\r\n\r\nOffice Hours: 9 AM - 6 PM EST

Job DescriptionBenefits: • Simple IRA, • Hiring bonus, • Bonus based on performance, • Competitive salary, • Opportunity for advancement, • Paid time off, • Training & development ABOUT OUR AGENCY: I opened my agency in 2020 and currently lead a team of seven. Before becoming an agent with State Farm, I worked at a State Farm agency, which gave me valuable experience and insight into what it takes to build and run a successful office. I’m a graduate of Saint Michael's College, married with two kids, and outside of work I enjoy golfing, watching sports, spending time at the beach, and being with friends and family. Our agency offers PTO, production-based quarterly bonuses, a Simple IRA, and a fun, team-oriented environment that includes birthday lunches and holiday parties. We believe in recognizing hard work and creating a workplace people enjoy being part of. Our culture is centered around teamwork, consistency, and growth. I’m looking for someone who is dependable, motivated, and enjoys working in a collaborative environment. The right person will bring a positive attitude, strong work ethic, and a desire to contribute to the team’s success. If you’re looking for a place where you can grow your career while being part of a supportive and energetic team, this could be a great fit for you. ROLE DESCRIPTION: As Account Manager - State Farm Agent Team Member for Michael Cracchiola - State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: • Develop and maintain customer relationships to drive retention and growth., • Conduct policy reviews and provide recommendations to customers., • Oversee the resolution of complex customer issues., • Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads.QUALIFICATIONS:, • Experience in insurance sales or account management preferred., • Leadership and interpersonal skills., • Proven track record of meeting sales targets., • Willingness to engage in sales conversations.

Job Description Manufacturers Rep of commercial HVAC is seeking a Collections Specialist to join our team! You will be responsible for securing billing payments from your customers. Responsibilities: • Make collection calls and emails, • Advise and follow-up with customers on unpaid accounts, • Investigate disputes, • Work closely with Sales staff to resolve discrepancies, • Initiate escalated processes to collect past due accounts, • Keep records and status of customer's account, • Receive and post payment to customer's account Qualifications: • Previous experience in Collections, billing, customer service, or other related fields, • Commercial construction experience a plus, • Ability to build rapport with clients, • Excellent written and verbal communication skills, • Ability to prioritize and multitask Salary & Benefits Overview • Opportunity for advancement., • Excellent benefits program including medical, dental, 401k, vacation, paid holidays., • Product training and support provided – in house and factory training., • Salary range based on experience.Company DescriptionThe Premier Manufacturers Representative of HVAC Products. For over 50 years, our reputation of excellence in the contracting, engineering and architectural communities, enables us to satisfy and exceed all of your HVAC needs. Air distribution, fan applications, air handling units, fan coils, VFDs, electric heat, humidification, and so much more. We have the knowledge and products to solve your HVAC problems.The Premier Manufacturers Representative of HVAC Products. For over 50 years, our reputation of excellence in the contracting, engineering and architectural communities, enables us to satisfy and exceed all of your HVAC needs. Air distribution, fan applications, air handling units, fan coils, VFDs, electric heat, humidification, and so much more. We have the knowledge and products to solve your HVAC problems.

Job Description Pharmko is a TPN compounding pharmacy/DME located in Lawrence, NY. We are seeking a full-time Intake/Billing Coordinator to join our team. Job Responsibilities: The Intake/Billing Coordinator creates, edits and maintains documentation in all stages of the intake and billing process including · Recording and tracking referrals · Filing intake forms and documentation · Entering patient and insurance information in database, and uploading documentation · Verifying insurance eligibility · Submitting and following up on Prior Authorization Requests, and entering approved authorizations in billing software · Preparing paperwork and getting signatures · Ensuring that all required documentation is received · Creating sales orders in billing software · Updating Work in Progress status for each order · Documenting shipping information for each order · Entering refills in billing software · Analyzing billing issues and making necessary updates · Preferred - experience in DME or Home Infusion · Preferred- experience in Bright Tree, Life File Requirements: · Bachelor’s degree preferred · Expertise with insurance and authorization, and understanding of claims adjudication process · Welcoming and pleasant demeaner to speak to referral sources and staff · Organizational skills · Ability to work in different software and monitor different software · Intermediate level of proficiency in Microsoft Office · Accurate in data entry · Willingness to carry out any duties as requested · A team player Salary: $25/hour In person only Benefits available M-F 9am-5pm Lawrence, NY

Job DescriptionAbout Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach combines innovation, collaboration, and education to deliver long-term impact and trusted client relationships. www.wealthbridgefg.com Position Overview We are seeking motivated, entrepreneurial individuals to join our growing team as Financial Professionals. In this role, you will work closely with clients to develop customized financial strategies while building your own practice with the support of an experienced and collaborative network. Key Responsibilities • Develop and maintain long-term client relationships through a client-first, consultative approach, • Analyze clients’ financial goals and design personalized strategies (retirement, investment, insurance, estate planning), • Provide education and guidance to help clients make informed financial decisions, • Collaborate with internal specialists, CPAs, and other professionals to deliver holistic solutions, • Build and grow your own book of business through networking, referrals, and marketing initiatives, • Stay current on financial markets, products, and planning strategies Requirements Ideal Candidate • Entrepreneurial mindset with strong interpersonal and communication skills, • Desire to build a client-focused business and long-term career, • Self-motivated, disciplined, and goal-oriented, • Interest in financial services, wealth management, or business development, • Prior experience in sales, finance, or client service is a plus (not required) Who You’ll Work With You’ll serve a diverse client base including: • Individuals and families, • Business owners, • Institutions and organizations Why Join WealthBridge? • Be part of a firm focused on people, impact, and outcomes, • Build a career with uncapped growth potential, • Work in a supportive environment that values collaboration and innovation, • Help clients navigate complex financial decisions with confidence Benefits What sets us apart from other firms? • Access to a collaborative network of experienced professionals and mentors, • Advanced planning resources, digital marketing support, and business development tools, • Flexible career path with entrepreneurial growth opportunities, • Ongoing training, licensing support, and professional development, • Technology platforms and tools to help streamline client engagement and planning, • A culture focused on integrity, innovation, and long-term client success

Job Description Overview Opportunity: Accounting Clerk Verify, obtain approvals and pay invoices; bill and collect outstanding revenue in a timely, accurate manner in accordance with accounting policies and procedures. Your Growth Path Staff Accountant/Guest Service Agent – Regional Accountant – Controller Your Focus • Prepare cash discrepancy reports., • Retrieve and process deposits in accordance with hotel standards., • Maintain house bank and conduct transactions according to established processes and policies., • Issue and redeem cashier banks and conduct audits as needed., • Process petty cash receipts and reimbursements., • Assist with credit-related activities, including processing of credit applications., • Provide customers with accurate and timely invoices, statements, and schedules., • Maintain an efficient collection process to include an organized filing and tracing system., • Monitor guest ledger, advance deposit ledger and any other related ledgers to ensure proper internal control., • Be aware of guest satisfaction scores and work toward increasing departmental and overall guest satisfaction., • Practice safe work habits to ensure safety., • Perform other duties as requested by management. Your Background and Skills • High School diploma required., • Previous accounting experience or equivalent training required., • Proficient in using Excel., • Knowledge of PMS/accounting systems preferred. HHM Benefits and Perks • Competitive wages for full time opportunities, • Medical, Dental and Vision Health Insurance, • Paid Time Off, • 401k Company Match, • Free Basic Life Insurance, • Travel Discounts, • Employee Assistance and Wellness Program, • Educational/Professional Development, • Referral Bonus Program Work Environment and Context • Work schedule varies and may include occasionally working on holidays, weekends., • Required to sit for extended periods, lift up to 10 pounds, bend, reach, use hands and fingers to operate keyboard. What We Believe People Are Our Capability – Hearts That Serve – Only Excellence – Stay Nimble - Own It

Job DescriptionAbout Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach combines innovation, collaboration, and education to deliver long-term impact and trusted client relationships. www.wealthbridgefg.com Position Overview We are seeking motivated, entrepreneurial individuals to join our growing team as Financial Professionals. In this role, you will work closely with clients to develop customized financial strategies while building your own practice with the support of an experienced and collaborative network. Key Responsibilities • Develop and maintain long-term client relationships through a client-first, consultative approach, • Analyze clients’ financial goals and design personalized strategies (retirement, investment, insurance, estate planning), • Provide education and guidance to help clients make informed financial decisions, • Collaborate with internal specialists, CPAs, and other professionals to deliver holistic solutions, • Build and grow your own book of business through networking, referrals, and marketing initiatives, • Stay current on financial markets, products, and planning strategies Requirements Ideal Candidate • Entrepreneurial mindset with strong interpersonal and communication skills, • Desire to build a client-focused business and long-term career, • Self-motivated, disciplined, and goal-oriented, • Interest in financial services, wealth management, or business development, • Prior experience in sales, finance, or client service is a plus (not required) Who You’ll Work With You’ll serve a diverse client base including: • Individuals and families, • Business owners, • Institutions and organizations Why Join WealthBridge? • Be part of a firm focused on people, impact, and outcomes, • Build a career with uncapped growth potential, • Work in a supportive environment that values collaboration and innovation, • Help clients navigate complex financial decisions with confidence Benefits What sets us apart from other firms? • Access to a collaborative network of experienced professionals and mentors, • Advanced planning resources, digital marketing support, and business development tools, • Flexible career path with entrepreneurial growth opportunities, • Ongoing training, licensing support, and professional development, • Technology platforms and tools to help streamline client engagement and planning, • A culture focused on integrity, innovation, and long-term client success

Job DescriptionScope & Ownership As a Retail Mortgage Underwriter, you’ll deliver strategic impact by making sound credit decisions that protect portfolio quality while keeping files moving. This role exists to apply ownership of risk, guideline adherence, and borrower outcomes across residential mortgage loans. Responsibilities: • Underwrite loan files to granted authority in line with investor, GSE, and FHA/VA requirements, • Review applications, income/asset documentation, appraisal and title to confirm accuracy, completeness, and compliance, • Evaluate income, credit, equity, and layered risk; flag red flags and potential misrepresentation, • Validate AUS findings and data integrity; clear conditions and document support, • Partner with Loan Officers/Relationship Managers on guideline interpretation and file questions, • Stay current on investor/regulatory updates impacting underwriting Qualifications: • Bachelor's degree preferred, • Adherence to established policies and procedures pertinent to the position which include but are not limited to BSA, Privacy, CRA and Safeguarding Customer Information, • 3+ years residential mortgage underwriting; strong conventional conforming background, • DE and SAR/LAPP certifications required, • Knowledge of 203K and Homestyle; working knowledge of Encompass, • Strong written/verbal communication; able to meet deadlines under pressure Apply to drive outcomes with integrity and precision. Total Rewards Competitive total compensation with a $100,000–$110,000 salary range, plus Medical, Dental, and Vision coverage. Build long-term security with a 401(k) and a Flexible Spending Account. Recharge with Paid Time Off, and enjoy practical in-office touches like a Snack/Drink Room when you’re on site. How Your Day Flows Your day typically runs Monday–Friday, 9–5, with work-from-home flexibility. You’ll start by prioritizing a pipeline of files, then shift between focused review time and quick consults with sales partners to remove friction. Midday often includes checking guideline updates or investor notes, then returning to decisions and conditions with a steady pace. You’ll close out the day by aligning open items, documenting decisions cleanly, and setting up the next morning’s highest-impact files. All offers are contingent on the successful completion of criminal background check.

Job Description Must be proficient in Quick Books. Candidate has to enter bank statements into quick books, help during tax season. The position could become permanent

Job Description Fast-Paced • High-Impact • Mission-Critical Are you the person who can't let a loose thread go? Who'd rather track down one more document than let a case sit unfinished? Who gets a thrill from cracking open a messy report and finding exactly what's wrong? If “I'll figure it out” is basically your personal motto, we want to talk to you. We're looking for a Financial Integrity Specialist — the person responsible for making absolutely sure our facility gets paid for every resident, every day, no exceptions. This is not a sit-back-and-wait job. It's a do-whatever-it-takes job: filing Medicaid applications, chasing down documentation, working the phones, collecting NAMI and private-pay balances, and reviewing accounts with a detective's eye to catch problems before they snowball. A Day in This Role Might Include • Racing a Medicaid recertification deadline and getting the last document in just in time., • Calling a family to track down paperwork, then following up again because that's how it gets done., • Collecting copayments and NAMI balances and watching your numbers stay current., • Spotting a discrepancy buried in a batch report and flagging it before it becomes a real problem., • Wrapping up an admission agreement and helping a new resident's account start out right. You'll Thrive Here If You • Love variety and don't mind switching gears fast — mail one minute, Medicaid paperwork the next, a collections call after that., • Are organized enough to keep dozens of open cases straight without losing momentum on any of them., • Get genuine satisfaction from following through until a case is fully resolved., • Communicate clearly and confidently with residents, families, agencies, and coworkers alike., • Want a role where your work has an immediate, visible impact on the facility's bottom line. What We're Looking For • Background in Medicaid, long-term care billing, or healthcare collections preferred., • Sharp eye for detail and comfort with financial reports and documentation., • Persistence — the willingness to follow up until the job is actually done., • High school diploma required; related degree a plus. Ready to Make Every Dollar Count? If you're ready to be the engine that keeps our facility's finances running — fast-paced, detail-driven, and never boring — apply today. Bring your persistence. We'll bring the cases.

Job DescriptionCommercial Lines Account Manager Job Location: Valley Stream, NY We are seeking a highly motivated and detail-oriented Commercial Lines Account Manager to join a dynamic team. This role consists of managing commercial insurance accounts, ensuring that clients receive exceptional service and tailored insurance solutions that meet their unique business needs. The successful candidate will act as the primary liaison between clients and insurance providers, overseeing policy administration from inception through renewal while maintaining strong client relationships. This position demands a proactive individual who can effectively coordinate with underwriters, brokers, and clients to resolve issues and deliver comprehensive insurance coverage. We look for someone with a strong understanding of commercial insurance products, excellent communication skills, and the ability to manage multiple accounts efficiently. Client values dedication, professionalism, and a commitment to excellence. We are looking for a Commercial Lines Account Manager who embodies these qualities and strives to contribute positively to our growing client. Responsibilities • Manage a portfolio of commercial insurance accounts, ensuring accurate and timely policy administration., • Serve as the main point of contact for clients, responding promptly to their inquiries and providing expert advice., • Coordinate with insurance carriers and underwriters to obtain quotes, endorsements, and renewals., • Review and interpret insurance policies, endorsements, and coverages to ensure client needs are met., • Assist clients with claims processing and act as a liaison between clients and insurance carriers during claim resolution., • Maintain detailed and organized records of all accounts, communications, and transactions., • Proactively identify opportunities for clients to enhance or optimize their insurance coverage., • Collaborate with the sales team to support business development initiatives and client retention strategies. Requirements • Minimum of 3 years' experience managing commercial lines insurance accounts., • Strong knowledge of commercial insurance products, including general liability, property, business auto, and workers' compensation., • Excellent communication and interpersonal skills with the ability to build and maintain strong client relationships., • Detail-oriented with strong organizational and multitasking abilities., • Proficient in insurance management software and Microsoft Office Suite., • Ability to analyze and resolve complex insurance issues independently and efficiently., • Professional Property & Casualty insurance license.

Job Description Our client is seeking a Temporary Payroll Specialist to support payroll operations on a part-time basis, working three days per week. This role is ideal for a detail-oriented professional with hands-on payroll experience who can ensure accurate and timely payroll processing. Based on general knowledge. Key Responsibilities: • Process payroll accurately and on schedule for employees. Based on general knowledge., • Review timekeeping records and resolve payroll discrepancies. Based on general knowledge., • Maintain payroll records and ensure compliance with company policies and applicable regulations. Based on general knowledge., • Assist with payroll reporting, deductions, garnishments, and tax-related documentation. Based on general knowledge., • Respond to employee payroll questions in a professional and timely manner. Based on general knowledge., • Support audits and other payroll-related administrative tasks as needed. Based on general knowledge. Qualifications: • 2+ years of payroll experience preferred. Based on general knowledge., • Knowledge of payroll processes, compliance requirements, and employee record management. Based on general knowledge., • Experience with payroll systems such as Workday, SAP, ADP, or similar platforms is a plus. Based on general knowledge., • Strong attention to detail, accuracy, and organizational skills. Based on general knowledge., • Proficiency with Microsoft Excel and related office tools. Based on general knowledge., • Ability to work independently and manage priorities effectively. Based on general knowledge.

Job Description Full time Mortgage underwriter needed for busy mortgage office in Queens Village NY (THIS IS NOT A REMOTE POSITION ) Sufficient Prior work history with a mortgage company is required to apply. Salary plus commission Make your desired income here ! Text 516-991-4510 to schedule your interview.

Job Description Payroll Specialist Primary Purpose of Job Process payroll for assigned programs, as well as processing garnishments, travel reimbursements and time-off accruals. Position is located in Bethpage working Monday - Friday in person from 9 am - 5 pm. Requirements · High School Diploma or equivalent required; Bachelor’s Degree preferred · 3+ years experience in a payroll environment · Proficient in Microsoft Office products Essential Functions · Bi-weekly production of assigned payroll including but not limited to: collection of timesheets, review for accuracy, inform and resolve errors with program supervisors, input all timesheets and travel reimbursements. · Verify / audit entries from HRB to payroll for accuracy, including new hires, terminations, leaves of absences, rate changes, etc. Input standard hours, tax, direct deposit, insurance eligibility, accrual coding, etc. and submit payroll information to ADP System. · Assist with audit and reconciliation of payroll register as compared to timesheet documents after processing to ensure accuracy and completeness. · Maintain bi-weekly check distribution list, sort, merge and distribute checks and direct deposit vouchers. · Advise program supervisors on policy and procedures pertaining to payroll. · Track garnishments; prepare biweekly garnishment report for payment processing for Accounts Payable. · Prepare time off accrual reports for distribution to programs and pay out of accruals for terminations, etc. Assist programs in reconciling accrual balances with payroll and time-off accruals. · Generate and review reports as needed by Supervisor · Update salary allocation changes to the ADP system. · Verification of TPSP against vendor report and post payment to the payroll system. Update annual TPSP spreadsheet. · Prepare letters and follow up for outstanding pay statements · Assist in the report generation for biweekly audit prior to payroll transmission. · Process credit union deposit report for wire of funds. · Review and file all PCNs. Inform Supervisor and follow up with Human Resources if errors exist. · Assist in analysis of bi-weekly General Ledger and overtime reports · Other duties, as assigned. Non-Essential Functions · Assist Payroll Coordinator and co-workers, as necessary · Complete employment verifications and benefit forms as needed This is FT, 35 hour per week position- Mon-Fri 9am-5pm. Apply online at www.acld.org or text us for more information at 516-732-3979. An EOE m/f/d/v Job Requisition #5242 Monday-Friday 9am-5pm 35 hours