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  • Bookkeeper /  Administrative Assistant
    Bookkeeper / Administrative Assistant
    hace 2 meses
    $25–$32 por hora
    Jornada completa
    Englewood

    We are a 60 year old family real estate investment company operating in a comfortable and friendly atmosphere located in Englewood/Palisades Park NJ area. This position is for the Commercial Real Estate properties division with properties Nationwide. This is a full-time, on-site role for an Experienced Bookkeeper/Administrative Assistant. The role involves handling administrative tasks, bookkeeping duties, maintaining records and assisting with general office tasks. FUNCTIONS: Process daily receivables/payables • Record all incoming payables to the bank and process, • Review and process invoices, • Debt collection (minimal), • Verify and reconcile bank statements, • General Ledger/Journal Entries Administrative Duties • Organizing files (filing, scanning), • Assist with management of commercial properties, • Mail Distribution, • Customer service (phone calls, written communication), • Various office duties REQUIREMENTS: Bookkeeping experience 3 years (preferred) • Associate's degree in Business Administration or related field, • Administrative Assistant and Executive Assistant skills, • Proficient in Accounting software (ie: Quick Books/Yardi), • Proficient in MS Excel / Word, • Experience with Yardi Voyager Software (beneficial), • Impeccable attention to detail and problem solving, • Ability to work with a team and independently, • Ability to thrive in a fast-paced environment and prioritize work, • Notary (beneficial) Benefits: • PAID Sick, Personal and Vacation Days, • PAID Federal holidays, • Salary dependent upon experience, negotiable ($52,000-$66,560 annually) Job Type: Full-time. Monday-Friday. 8:00am - 4:00pm. No weekends.

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  • Private Wealth Advisor
    Private Wealth Advisor
    hace 2 meses
    $60000–$500000 anual
    Jornada completa
    Manhattan, New York

    Company Mission We build relationships before we ever build portfolios. We are committed to every client receiving one to one financial advise, personalized recommendations, regular meetings and anytime access. Understanding client’s needs and goals for today and the long-term are unique. As an advisor, you begin with listening to understand what’s important to them. Then, take a holistic approach to develop a plan to manage their wealth, carefully considering their priorities and risk preferences. Role Summary This is a financial advisor development program which involves completion of required licensing exams, business development activities and attendance of training programs. Job Responsibilities · Business development & Sales · Constructing comprehensive financial plans · Recommending and implementing portfolio solutions · Completing paperwork · CRM management · Marketing initiatives · Obtaining and maintaining proper licensing Qualifications · Ability to be onsite in Midtown Manhattan · Prior experience or college degree · Familiarity of financial markets Desired Skills · Experience holding intelligent and engaging conversations over the phone and email · Financial planning or investment management · Proven business development success through effective use of core sales tools such as Salesforce, LinkedIn, Microsoft Office, etc. Compensation Commission based compensation ranging from $60,000 to $500,000 and above. You can expect time in the business, skillset, ability, and dedication to determine income. Location Onsite in midtown Manhattan. Working Conditions Collaborative office space with 20+ employees. Benefits and Perks Assistance with selecting retirement plan options, health insurance, disability coverage, long term care, life insurance, and other personal financial needs. Flexible vacation and sick days.

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