Financial Services Coordinator
3 weeks ago
A prestigious position is available for our Financial Services client, working with wealth management professionals who care about their clients and their people.
Key Responsibilities:- Provide new client onboarding and associated paperwork processing, ensuring accurate document preparation and diligent processing of client forms and applications.
- Facilitate account opening and maintenance for existing financial planning clients, ensuring seamless transfer of assets where applicable.
- Work directly with account custodians and investment platform providers as necessary, facilitating alternative investments, annuities, life insurance, and 529 investments.
- Partner with the Advisory Team and Client Service Team to fulfill financial investment client needs, serving as the primary point of contact for financial advisors.
- Must have financial services and wealth management industry experience, with excellent benefits and a great team of professionals to work with.
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Financial Services Operations Coordinator
3 weeks ago
Jericho, New York, United States Oppenheimer & Co. Inc. Full timeJob SummaryThe Branch Operations Specialist role at Oppenheimer & Co. Inc. is a key position that requires exceptional interpersonal skills, organizational abilities, and multi-tasking skills. The successful candidate will be responsible for maintaining day-to-day operations, supporting client onboarding, and ensuring timely document processing. This role...
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Financial Services Relationship Manager
3 weeks ago
Jericho, New York, United States PEAR Core Solutions Full timeRelationship Manager Opportunity at PEAR Core SolutionsWe are seeking an exceptional Relationship Manager to join our team of wealth management professionals at PEAR Core Solutions.Key Responsibilities:Ensure an exceptional client experience with our wealth management servicesAct as the primary point of contact for all clientsCollaborate with our Advisory...
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Financial Services Relationship Manager
4 weeks ago
Jericho, New York, United States PEAR Core Solutions Full timeOpal Wealth Advisors: Seeking a Relationship ManagerWe are a leading wealth management firm based in Jericho, Long Island, seeking an exceptional Relationship Manager to join our team of professionals.Key Responsibilities:Ensure exceptional client experiences with Opal Wealth AdvisorsAct as the primary point of contact for all clientsCollaborate with the...
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Financial Services Growth Professional
2 weeks ago
Jericho, New York, United States PEAR Core Solutions Full timeAt PEAR Core Solutions, we're seeking a seasoned Relationship Manager to join our team of wealth management professionals.The ideal candidate will be responsible for ensuring each client's experience with our firm is exceptional, serving as the primary contact for all clients, and partnering with the Advisory Team and Client Service Team to fulfill client...
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Financial Services Relationship Manager
2 weeks ago
Jericho, New York, United States PEAR Core Solutions Full timeOpal Wealth Advisors, a leading wealth management firm, is seeking a highly skilled Relationship Manager to join its team of professionals.The ideal candidate will be responsible for ensuring exceptional client experiences, serving as the primary point of contact, and partnering with the Advisory Team and Client Service Team to fulfill client needs and...
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Financial Services Operations Specialist
3 weeks ago
Jericho, New York, United States Oppenheimer & Co. Inc. Full timeJob OverviewOppenheimer & Co. Inc. is seeking a highly skilled Branch Operations Specialist to join their team in Jericho, New York. This role requires exceptional interpersonal and organizational skills, as well as the ability to operate independently and as part of a team.Key Responsibilities:Maintain operational excellence through day-to-day tasks and...
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Administrative Coordinator
2 weeks ago
Jericho, New York, United States Tepedino and Company LLC Full timeJob DescriptionAt Tepedino and Company LLC, we are seeking a highly organized and detail-oriented Office Administrator to oversee all administrative duties and office procedures. The ideal candidate will have excellent verbal and written communication skills, the ability to implement systems and procedures, and a strong understanding of office equipment,...
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Senior Financial Accountant
2 weeks ago
Jericho, New York, United States NESCO Inc Full timeFull-Charge Bookkeeper OpportunityWe're seeking a highly skilled Full-Charge Bookkeeper to join our team at NESCO Inc. As a key member of our public accounting firm, you'll be responsible for managing the financial affairs of diverse clients using QuickBooks and other accounting software. This is a fantastic opportunity for professionals who excel in a...
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Jericho, New York, United States Webster Bank Full timeFinancial Planning and Wealth Management DirectorAt Webster Bank, we're dedicated to helping individuals, families, and businesses achieve their financial goals. As a leading commercial bank, we're passionate about serving our clients and supporting our communities.Position OverviewThe Director, Financial Planning and Wealth Management will work closely with...
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Automotive Service Coordinator
4 weeks ago
Jericho, New York, United States Westbury Jeep Chrysler Dodge Full timeJob Title: Automotive ReceptionistWestbury Jeep Chrysler Dodge is a proud member of the VIP Automotive Group of Long Island, known for its exceptional leadership and customer-focused culture.We are seeking a highly skilled and customer-oriented Automotive Receptionist to join our team. As a key member of our service department, you will play a pivotal role...
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Office Coordinator
2 weeks ago
Jericho, New York, United States Tepedino and Company LLC Full timeJob SummaryWe are seeking an Office Administrator to coordinate all administrative duties and office procedures, ensuring the workplace operates smoothly and efficiently. Responsibilities include scheduling meetings, paying invoices, negotiating with vendors, and maintaining office equipment.Key Responsibilities Maintain calendar of appointments and meetings...
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Leasing Coordinator Internship Opportunity
3 weeks ago
Jericho, New York, United States LDI Connect Full timeJob DescriptionLDI Connect is a technology services company with a track record of creating rewarding careers. We are seeking a Leasing Coordinator Intern to support our Leasing Team.This is a part-time opportunity with flexible scheduling. As a Leasing Coordinator Intern, you will be responsible for assisting the Leasing Coordinator Director and team with...
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Office Coordinator
3 weeks ago
Jericho, New York, United States Tepedino and Company LLC Full timeJob SummaryWe are seeking a highly organized and detail-oriented Office Administrator to join our team at Tepedino and Company LLC. In this role, you will be responsible for coordinating all administrative duties and office procedures, ensuring the workplace operates smoothly and efficiently.Key ResponsibilitiesMaintain a calendar of appointments and...
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Client Service Associate
2 months ago
Jericho, New York, United States Oppenheimer & Co. Full timeAbout the RoleOppenheimer & Co. Inc. is a leading financial services firm seeking a highly skilled and motivated individual to join their Private Client Division as a Registered Client Service Associate. This role is based in the Jericho, NY branch office and requires a strong ability to support Financial Advisors in sales, marketing, and day-to-day...
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Client Service Associate
2 weeks ago
Jericho, New York, United States Oppenheimer & Co. Inc. Full timeJob SummaryOppenheimer & Co. Inc. is seeking a highly skilled Client Service Associate to join their Private Client Division in Jericho, NY. The successful candidate will provide exceptional support to Financial Advisors in sales, marketing, and day-to-day operations of a growing wealth management practice.Key Responsibilities:Develop and maintain knowledge...
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Patient Care Coordinator
3 weeks ago
Jericho, New York, United States UnitedHealth Group Full timeOpportunities with UnitedHealth GroupAt UnitedHealth Group, we're committed to helping people live healthier lives and making the health system work better for everyone. We believe everyone deserves the opportunity to live their healthiest life, regardless of their background or circumstances. As a Patient Care Coordinator, you'll play a vital role in...
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Medical Assistant Anesthesia Specialist
1 month ago
Jericho, New York, United States General Anesthesia Services Full timeJob OpportunityWe are seeking a highly skilled Medical Assistant to join our team at General Anesthesia Services. As a key member of our team, you will play a vital role in providing high-quality anesthesia care in office-based settings.Key Responsibilities:Assist anesthesiologists with clinical cases in office settings, ensuring patient safety and...
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Medical Assistant Anesthesia Specialist
4 weeks ago
Jericho, New York, United States General Anesthesia Services Full timeJob OpportunityWe are seeking a highly skilled Medical Assistant to join our team at General Anesthesia Services. As a key member of our team, you will play a vital role in providing high-quality anesthesia care to patients in various clinical settings.Responsibilities:Assist anesthesiologists with clinical cases in office settings, ensuring patient safety...
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Anesthesia Assistant
3 weeks ago
Jericho, New York, United States General Anesthesia Services Full timeJob OverviewWe are seeking a highly skilled Anesthesia Assistant to join our team at General Anesthesia Services. As a key member of our clinical team, you will play a vital role in providing high-quality anesthesia care to patients in office-based settings.Responsibilities:Assist anesthesiologists with clinical cases in the office setting, ensuring seamless...
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Automotive Financial Specialist
3 weeks ago
Jericho, New York, United States Westbury Jeep Chrysler Dodge Inc Full timeJob Title: Automotive BillerWe are seeking a highly skilled and detail-oriented Automotive Biller to join our team at Westbury Jeep Chrysler Dodge Inc. As an Automotive Biller, you will play a critical role in ensuring the accuracy and efficiency of our billing processes.Key Responsibilities:Stock new and used vehicles into CDK/NYS VerifiProcess deals,...