Financial Services Representative Salary in State of New York, USA

DescriptionAlvarez & Marsal's Executive Assistant team is made up of experienced professionals who support our top executives and teams across the globe. These critical team members are viewed as strategic partners who enable our teams to deliver gold standard work to our clients.You are:A skilled operations professional who is adept at optimizing operations, streamlining workflows, and facilitating seamless communication, to enable leaders to focus on strategic initiatives and business growth. This is an in-office hybrid role; you will be located in our New York, Dallas or Atlanta office.The work: Provide daily administrative support to Financial Services Managing Directors including but not limited to: processing time and expense reports, drafting and editing correspondence, scheduling appointments, maintaining calendars, travel arrangements, shipping materials, etc.Coordinate internal and external meetings including but not limited to team meetings, full staff meetings, all hands meetings, off-site meetings, one-on-one meetings, etc. (in person or virtual room set up, meal/gift ordering, etc.)Effectively interface with employees from other business units within A&M and senior executives both inside and outside the company.Assist with onboarding process for new hires, and offboarding process for exiting employees.Perform excel analysis as required; e.g., event contract comparisons.Work cross-functionally with corporate support teams to include IT, marketing, AR, AP, legal, and building maintenance to ensure smooth business operations for the Financial Services practice.Additional duties as assigned.Here's what you need:Minimum 5 years of Executive Assistant of Business Operations experienceSkillful execution of administrative activities (such as calendar, travel, and expense management), with high attention to detail, organization and processExcellent communication skills, ability to communicate clearly and effectively with senior leaders and external partners.Project coordination and management experience needed at an intermediate complexity.Strong relationship management skills, ability to build a personal network throughout the company as a trusted team member.Excellent problem-solving skills.Bonus points if:Bachelor's Degree preferred.Experience with supporting multiple executives with varied working styles.Working knowledge of Microsoft Office Suite (Outlook, Word, Excel, PowerPoint, Teams), Salesforce, Concur, file sharing software (i.e., Box).Demonstrated ability and willingness to continuously acquire new competencies and accept new challenges.Applicants must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.The salary range is $80,000 - $100,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance.Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings' fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined from time to time as well as a 401(k) retirement plan. Provided the eligibility requirements are met, employees will also receive a discretionary contribution to their 401(k) from Alvarez & Marsal. Click here for more information regarding A&M's benefits programs.

Title: Financial Clearance Representative IJob Type:RegularCompany:Roswell Park Cancer InstituteDepartment: PharmacyTime Type: Full timeWeekly Hours: 37.5FTE:0.9375Shift: First Shift (United States of America)Summary: Serves as a liaison between the organization and the patient's insurance company to facilitate and expedite financial clearance functions required for patient evaluation and treatment; creates and maintains records related to financial clearance. Serves as the liaison between admissions, authorizations, clinic staff, patient accounting and physician billing.Salary range is $41,399 - $50,884 which includes a comprehensive benefits package.Qualifications:Required Education and Experience1. High School diploma or High School Equivalency diploma and the equivalent of one (1) year of full-time experience in pre-certifications and follow-up procedures or a related field; or2. High School diploma or High School Equivalency diploma and successful completion of a Patient Access Representative traineeship at Roswell Park Comprehensive Cancer Center (Roswell Park).NOTE:Required degrees must have been granted by an accredited college or university or one recognized by Roswell Park Comprehensive Cancer Center as following acceptable educational practices.Equal Employment Opportunity StatementRoswell Park Cancer Institute Corporation (RPCIC) and Health Research Inc. (HRI) Roswell Park Division believe that all persons are entitled to equal employment opportunities, and we do not discriminate against our employees, applicants or job seekers because of their race, color, religion, sex, sexual orientation, gender identity or expression, national origin, creed, age, disability, pregnancy-related condition, military or veteran status, marital or familial status, domestic violence victim status, citizenship status, genetic information, individual's relationship or association with a member of a protected category or any other protected group status as defined by law.Reasonable Accommodation RequestRPCIC and HRI are committed to working with and providing reasonable accommodation to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please email [email protected] and let us know the nature of your request and your contact information.Our Core ValuesRPCIC and HRI are committed to providing an environment where patients, families, employees and community are treated with courtesy and respect. We support an inclusive environment that nurtures the talents, skills and abilities of each individual to embody and reflect our core values: Innovation, Integrity, Teamwork, Commitment, Compassion and Respect.Historical Compensation Information Statement Pursuant to Executive Order 161, no State entity, as defined by the Executive Order, is permitted to ask, or mandate, in any form, that an applicant for employment provide his or her current compensation, or any prior compensation history, until such time as the applicant is extended a conditional offer of employment with compensation. If such information has been requested from you before such time, please contact the Governor's Office of Employee Relations at (518) 474-6988 or via email at [email protected].

Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle. We are an Apex Award winning, best-in-class employee training and development organization 13 years in a row!As a Financial Services Professional, you will:Build a client base by growing relationships with your network and providing guidanceGain expertise through sponsored coursework and proprietary agent development trainingGuide clients through important financial decisions using the latest software and our expansive product portfolioPathways to develop your Financial Professional career including leadership, wealth management, and retirement planningWhat makes a great Financial Services Professional?The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integritySelf-motivation to connect with company provided sales leads and network with new clientsStrong relationship building, communication, and time-management skillsA competitive and entrepreneurial spirit to achieve success both for yourself and othersWhat we offer:Highly competitive commission structure designed to grow with youPassive income opportunities and bonus programsFully paid insurance licensing, SIE, Series 6, Series 63, CFP®Award-winning training - Bankers Life has been named as a Training Apex Award Winner for the 13th consecutive yearFlexible in-office schedules once you complete your agent trainingProgressive advancement opportunitiesRetirement savings program and moreBankers Life®, a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: https://careersatbankerslife.com

A global financial services company is seeking an attorney to join their growing team! Qualified candidates will have 5+ years of experience with at least one year of experience in a financial services company. Candidates must have experience drafting and negotiating client-facing contracts (prime brokerage, ISDA, repurchase, futures products, etc). This role will interact heavily across teams, so good communication skills are necessary. This is a new role on a growing legal team/company. The company is on a hybrid schedule (3 days) and offers great benefits and compensation. Apply today to learn more! Beacon Hill is an Equal Opportunity Employer that values the strength diversity brings to the workplace. Individuals with Disabilities and Protected Veterans are encouraged to apply.If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: https://jobs.beaconhillstaffing.com/eeoc/Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records.Company Profile:Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.Learn more about Beacon Hill Staffing Group and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.beaconhillstaffing.com .We look forward to working with you.Beacon Hill. Employing the Future (TM)

Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle.As a Financial Services Professional, you will:Build a client base by growing relationships with your network and providing guidanceGain expertise through sponsored coursework and proprietary agent development trainingGuide clients through important financial decisions using the latest software and our expansive product portfolioPathways to develop your Financial Professional career including leadership, wealth management, and retirement planningWhat makes a great Financial Services Professional?The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integritySelf-motivation to connect with company provided sales leads and network with new clientsStrong relationship building, communication, and time-management skillsA competitive and entrepreneurial spirit to achieve success both for yourself and othersWhat we offer:Highly competitive commission structure designed to grow with youPassive income opportunities and bonus programsFully paid insurance licensing, SIE, Series 6, Series 63, CFP®Award-winning training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive yearFlexible in-office schedules once you complete your agent trainingProgressive advancement opportunitiesRetirement savings program and moreBankers Life®, a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: https://careersatbankerslife.com

Berkeley Research GroupWe are a trusted advisor to leading financial services companies and banks.We work to help clients meet and execute strategies related to risk and regulation, compliance, financial crime, innovations in technology, accounting, and evolving customer experience expectations and on key issues such as the impact of LIBOR changes.Our team of experts in our Financial Institutions Advisory services practice are looking for highly energetic professionals at the management level with years of experience supporting clients. This role demands use of analytical ability and strong organizational skills to solve complex problems. The work will involve both execution and oversight of engagement work streams that may be either qualitative or quantitative in nature, and responsibilities include: business process reviews, current state assessments, developing roadmaps to improve operations, compliance or control, assisting clients with technology enablement and dashboard reporting, financial and accounting reviews, management of junior staff, quality control, development and presentation of client deliverables, management of existing client relationships, industry research, and expansion of business.ResponsibilitiesWork directly with senior professionals and experts to execute various financial institution advisory projects related to consumer finance products.Functional areas of work encompass regulatory, risk and controls; finance and accounting; technology enablement; and business process optimization.Works on data intensive projects, including analytics, governance, and manipulation, to support a variety of financial risk initiatives.Plan and manage all aspects or certain aspects of client engagements depending on their size and complexity.Demonstrate creativity and efficient use of relevant software tools, analytical methods and computer models to develop solutions.Participate in group practice meetings, contribute to business development initiatives and office functions such as staff training and recruiting.Prioritize assignments and responsibilities in order to meet goals and deadlines.Financial Industry / Product KnowledgeMust have work experience with Financial Institutions and / or management consulting involved with the following activities is highly preferred:BankingMortgage (originators, servicers, secondary marketing, GSEs)Auto FinanceStudent LoansCommercial LoansCyber Security / Data PrivacyInsuranceFunctional CapabilitiesPrior skills or experience working in the following topical areas is highly preferred:Risk and Control Assessments;Process mapping/flows;Assessment of compliance with consumer regulations (CFPB / OCC / Federal Reserve / State Law Requirements);Business process remediation;Consumer compliance testing and financial harm analysis;Business analysts (user requirement development / user acceptance testing);Quantitative / Qualitative analysis;Valuation of financial instruments;Project / program managers.Qualifications:A Bachelor's degree in business, accounting, finance, economics, statistics, or a related field.MBA, M.A., M.S. is highly preferred;Must have six to ten (6-10) years experience in financial services, preferably with Big Four or other similar consulting firms;Strong PowerPoint presentation skills/techniques. Ability to create decks and agendas that provide robust transparency as to project status;Proven capability with MS Excel. A desire to expand those capabilities is required, as is the ability to train others to use such tools;Desire and ability to manage processes and other more junior staff, as necessary;Commitment to producing high quality analyses and attention to details;Keen interest in economic or financial analyses and research;Strong verbal and written communication skills; andAbility to travel to client sites on demand required.Salary Range: $180,000- $250,000 annually.#LI-MT1 BRG is an Equal Employment Opportunity/Affirmative Action Employer. All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability, or protected veteran status.Equal Opportunity Employer/Protected Veterans/Individuals with DisabilitiesPI239791276

Actively participate in the annual filing of 1099/1042-S forms.Oversee and evaluate weekly/monthly reports.Engage in the implementation of initiatives aimed at enhancing tax compliance processes.Foster strong client relationships across diverse lines of business.Play a pivotal role in contributing to the annual tax form expiry review.MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.A minimum of 3 years of pertinent experience in operational tax or regulatory compliance.Demonstrated understanding of IRS Chapters 3, 4, and 61, as well as IRS tax withholding and income reporting requirements.Proficient in compliance with all Risk and Control regulations.Exceptional communication skills.Proven track record of cultivating professional relationships with key stakeholders.

Why We Stand OutSeeking a new challenge where your professional and personal aspirations are not only possible but supported? Kaufman Rossin might be just the place for you!As one of the top accounting firms in the country, our foundation is "people first". In the words of James Kaufman, "We prioritize our people, their development, and their well-being. Our values are translated into action every day."Celebrated as the Best Place to Work in South Florida over a dozen times, Kaufman Rossin has grown to over 600 employees, with offices spanning the tri-county area, including sister entities Kaufman Rossin Wealth and Kaufman Rossin Alternative Investment Services.Think you have what it takes?How You'll Contribute:As a Tax Financial Services Senior, you'll provide tax consulting and compliance services to hundreds of funds with U.S. and foreign reporting requirements. Our tax services help hedge funds plan strategically to minimize their investors' tax burdens, comply with regulations and meet their financial goals. We even work with clients and their attorneys in the initial start-up phase to determine the optimal fund structure to achieve goals and minimize taxes.Reviewing and preparing yearly tax filings for Hedge Funds, Private Equity Funds, Real Estate Funds, and Funds' general partners and investment managersPerforming security analysis and calculating various Fund tax adjustmentsReviewing and preparing complex partner tax allocationsAssisting Fund Administration business on resolving day-to-day tax issuesCommunicating with federal and state tax authorities, as neededResearching tax treatment of complex financial instruments and corporate actions of FundsAssisting in the tax planning for Funds, including structuring new Funds and optimizing existing Fund's tax strategiesWhat Skills You'll Bring:Master's in Taxation preferredCPA eligibility3-5 years of relevant experience with strong tax compliance and research backgroundStrong knowledge of partnership tax accounting rules (with a focus on hedge funds)Team player and a commitment to high-quality, detailed workAbility to deal with clients and possess a good "executive presence"Self-starter with the ability to deal with multiple prioritiesHow You'll Stand Out:Experience in the financial services industryExcellent communication skills, both verbal and writtenAbility to work overtime during peak timesWe embrace authenticity. Kaufman Rossin is an equal-opportunity employer. We are committed to creating a culture that reflects our firm's and clients' diversity. We encourage understanding, acceptance, and celebration among all people. That includes lifestyle, education, experience, race, ethnicity, age, religion, physical ability, sexual orientation, and gender identity. Differences make unique varieties.

Responsibilities:Hedge fund and private equity partnership tax complianceAccounting workReview schedule K-1sPartnership allocationsSpecial projectsMPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.Qualifications:7+ years of experience within partnership tax complianceMaster's Degree in Tax or Accounting a plusBig 4 experience preferredCPA preferredStrong and effective communicator

Responsibilities:Participate in annual filing of 1099/1042-sParticipate in the implementation of tax compliance process improvementManage and review weekly/monthly reportsContribute to the annual tax form expiry reviewLiaise with business partnersMPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.Qualifications:3-10 years of tax withholding and reporting experienceAbility to understand, follow and demonstrate compliance with all Risk and Control regulationsUnderstanding of IRS Chapters 3, 4 and 61 and IRS tax withholding and income reporting requirementsStrong and effective communicator