We are looking for a skilled Senior Accountant to join our team in White Plains, New York. This role involves managing financial reporting, overseeing accounting processes, and ensuring compliance with established standards. The ideal candidate will bring expertise in handling complex financial tasks while contributing to process enhancements and supporting less experienced staff.<br><br>Responsibilities:<br>• Prepare, analyze, and review financial statements to ensure accuracy and adherence to accounting principles.<br>• Manage monthly, quarterly, and annual closing processes for various clients.<br>• Investigate and resolve account discrepancies, including reconciling complex balance sheet accounts.<br>• Provide guidance and training to less experienced accounting staff to help them develop strong attention to detail.<br>• Collaborate with auditors and assist in preparing tax filings and external reporting.<br>• Work closely with management to identify and implement improvements in accounting processes.<br>• Maintain the general ledger, ensuring accurate and timely journal entries.<br>• Perform detailed account reconciliations, including bank reconciliations, to ensure accuracy.
<p>We are looking for an experienced Senior Property Accountant to oversee and manage comprehensive accounting operations for my client's organization. This role involves maintaining accurate financial records, preparing detailed reports, and ensuring compliance with accounting standards. Based in Bridgewater, New Jersey, this is an excellent opportunity for a detail-oriented individual to contribute to a dynamic and fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Maintain and reconcile general ledger accounts across multiple business entities and properties.</p><p>• Prepare accurate financial statements on a monthly, quarterly, and annual basis.</p><p>• Oversee accounts payable and receivable processes, including vendor payments, tenant billing and CAM reconciliations.</p><p>• Perform bank reconciliations and monitor cash flow to ensure optimal financial health.</p><p>• Collaborate with external CPAs to support tax preparation and audit processes.</p><p>• Track and manage capital contributions, distributions, and investor allocations.</p><p>• Assist in budgeting, forecasting, and conducting financial analyses to support strategic decision-making.</p>
We are looking for a highly organized and service-oriented Scheduling Coordinator to join our team in Branchburg, New Jersey. In this long-term contract position, you will play a pivotal role in managing scheduling processes and ensuring seamless communication with clients and business partners. This role requires a strong attention to detail, effective communication skills, and the ability to adapt to shifting priorities. <br> Responsibilities: Managed appointment scheduling to support client needs and business priorities. Executed tasks efficiently by utilizing internal systems and resources to meet deadlines. Maintained a high level of accuracy and attention to detail to improve overall scheduling quality. Communicated proactively with clients to resolve questions and address scheduling concerns. Responded to client inquiries within established service‑level expectations. Tracked scheduling capacity and availability issues and provided monthly trend reports to leadership. Coordinated and maintained multiple calendars using Microsoft Outlook. Partnered with team members and leadership to streamline scheduling workflows and improve efficiency. Supported onboarding and training of new hires by aligning schedules with skill level and operational needs. Ensured compliance with company policies while delivering consistent, detail‑oriented service.
We are looking for a detail-oriented Billing Clerk to join our team in Branchburg, New Jersey. In this long-term contract position, you will play a crucial role in managing billing processes, supporting accounts receivable tasks, and contributing to the overall efficiency of the accounting department. This is an excellent opportunity for candidates with strong organizational skills and proficiency in Microsoft Excel.<br><br>Responsibilities:<br>• Process daily billings and accurately post accounts receivable records.<br>• Assist in preparing monthly billing statements and ensure timely reconciliation of accounts.<br>• Contribute to monthly accounts receivable collections and reconciliation efforts.<br>• Maintain accurate records for general ledger entries and resolve discrepancies through account reconciliation.<br>• Support basic accounting tasks and assist in the monthly closing process.<br>• Collaborate on various accounting projects to enhance departmental efficiency.<br>• Foster a positive and collaborative team environment within the accounting department and across the organization.<br>• Safeguard sensitive company information by adhering to confidentiality standards.
<p>We are looking for an experienced Client Service Advisor to join our team. This role focuses on providing strategic guidance to clients in areas such as estate planning, tax strategies, and investment analysis. The ideal candidate will have strong expertise in financial advising and a proven ability to deliver personalized solutions to meet client needs. Candidate needs to hold CFP designation.</p><p><br></p><p><strong><u>Qualified CFP candidates can email resume directly to joe.ciavardini@roberthalf</u></strong></p><p><br></p><p>Responsibilities:</p><p>• Advise clients on estate planning strategies to protect and manage their assets effectively.</p><p>• Develop tailored tax planning solutions to optimize financial outcomes for clients.</p><p>• Conduct detailed investment analyses to identify opportunities and mitigate risks.</p><p>• Build and maintain strong client relationships by providing exceptional service and clear communication.</p><p>• Collaborate with clients to create comprehensive financial plans that align with their long-term goals.</p><p>• Monitor market trends and equity investments to provide informed recommendations.</p><p>• Prepare detailed reports and presentations to communicate financial insights and strategies.</p><p>• Ensure compliance with financial regulations and industry standards in all advisory services.</p><p>• Utilize advanced financial tools and software to enhance analysis and decision-making processes</p>
We are looking for a Purchasing Manager to lead procurement and inventory planning operations for a fast-moving supply environment in Mount Vernon, New York. This role will manage supplier partnerships across domestic and international markets while helping maintain product availability through informed forecasting and timely purchasing decisions. The ideal candidate will bring strong oversight of purchasing systems, shipment coordination, and cross-functional communication to keep materials flowing efficiently and accurately.<br><br>Responsibilities:<br>• Direct procurement activities for suppliers in the U.S. and abroad, ensuring consistent supply and cost-effective purchasing decisions.<br>• Use forecasting and inventory planning tools to compare projected demand with actual consumption and help prevent shortages or excess stock.<br>• Create, release, and monitor purchase orders in NetSuite while aligning orders with inventory needs and open customer demand.<br>• Follow supplier production schedules closely, identify potential delays early, and work with partners to reduce disruptions caused by capacity or shipping constraints.<br>• Manage inbound import activity, including container movements, freight coordination, and customs-related processes.<br>• Partner with carriers, freight providers, and warehouse teams to support timely deliveries and smooth receipt of goods.<br>• Track shipments from origin to destination and share updated delivery timelines with internal stakeholders.<br>• Maintain reliable purchasing and inventory records in NetSuite and provide oversight to the coordinator responsible for transactional updates and supplier follow-up.<br>• Supervise international shipping activities, including transportation bookings, document preparation, and customs clearance coordination with external logistics partners.
We are looking for a detail-oriented Purchasing Agent to support procurement operations and client service for a growing team in Stratford, Connecticut. This contract opportunity with potential for a permanent role is ideal for someone who can balance vendor coordination, quote preparation, and fast-moving service needs while maintaining accuracy and responsiveness. The person in this role will work closely with technicians, internal stakeholders, and suppliers to secure parts on time, support follow-up work, and help deliver a reliable customer experience.<br><br>Responsibilities:<br>• Prepare specialized client quotes based on technician input and deliver complete, accurate pricing information within one business day.<br>• Compare supplier proposals, verify pricing and details, and select cost-effective purchasing options that align with job requirements.<br>• Place orders early enough to support scheduled service work and confirm that materials for upcoming jobs are received on time.<br>• Track open purchase orders, monitor part status, and maintain clear records for items assigned to technicians.<br>• Partner with technicians to confirm scope, clarify part needs, and obtain approval before moving forward with substitute products recommended by vendors.<br>• Review technician follow-up recommendations, create new work orders when needed, and coordinate with internal contacts to communicate next steps and estimates promptly.<br>• Support warehouse planning by helping verify inventory and job materials for work scheduled at least one week in advance.<br>• Respond to client and internal inquiries the same day whenever possible, provide regular updates, and escalate recurring service concerns to the appropriate technical resources.<br>• Build strong vendor relationships, investigate recurring purchasing issues, and identify new supply sources and market trends that can improve service and retention.
<p>We are looking for an Office Services Associate to support day-to-day document production, mail handling, and administrative service operations for a client site in New York, NY. This is a Contract position suited for someone who is comfortable working in a fast-paced office environment, balancing accuracy, service, and deadlines. The role also contributes to related front-of-house and facilities support needs, helping ensure smooth back-office operations and a detail-focused client experience.</p><p><br></p><p>Responsibilities:</p><p>• Maintain accurate service logs and confirm all work requests are complete and properly documented before processing.</p><p>• Handle copy, scanning, print, mail, and intake assignments across both physical and digital workflows while following established service standards.</p><p>• Organize incoming tasks by urgency and production requirements to keep work moving efficiently and in the correct sequence.</p><p>• Communicate promptly with clients or leadership regarding turnaround expectations, job status, and any issues that may affect delivery timelines.</p><p>• Complete, package, and distribute assignments within committed deadlines while upholding quality expectations.</p><p>• Perform basic troubleshooting on office equipment and replenish paper, toner, and other production supplies as needed.</p><p>• Review completed work for accuracy and presentation, and assist in maintaining quality across team output when required.</p><p>• Follow company and client-site policies, use materials responsibly, and support additional office services such as reception, hospitality, or audio/visual assistance when needed.</p><p>• Safely move boxes, paper, and other materials weighing up to 50 pounds as part of daily operational support.</p>
<p>A hands-on data leader is sought who thrives at the intersection of high-impact analytics, people development, and strategic influence. The ideal candidate will help shape the future of a data science organization by bringing deep technical mastery, a passion for mentorship, and a vision for how data can drive the achievement of bold business goals.</p><p><br></p><p><strong>Primary Responsibilities:</strong></p><ul><li>Embed data science into the core of marketing and business decisions, leveraging expert knowledge of marketing analytics, business operations, and high-impact team building.</li><li>Lead and oversee a team of data scientists and analysts focused on delivering best-in-class models and actionable insights.</li><li>Collaborate daily with cross-functional teams to understand evolving business needs, and develop effective analytics solutions and models.</li><li>Execute a roadmap to continuously improve the accuracy and functionality of models, enhancing overall business outcomes.</li><li>Drive data science initiatives that improve customer engagement and operational efficiency through personalization and targeting.</li><li>Deliver value-creating projects, including customer segmentation, propensity models, and dynamic bidding algorithms.</li><li>Serve as subject matter expert and primary producer for forecasting model development and execution, partnering with enterprise data management and technology teams.</li><li>Prepare and deliver presentations summarizing key insights and recommendations to senior stakeholders.</li><li>Foster a learning mindset throughout the team, supporting a collaborative and client-focused culture motivated by business and technical challenges.</li></ul><p><br></p>
We are looking for an HR/Payroll Specialist to support day-to-day human resources and payroll operations for a workforce of more than 200 employees in Yonkers, New York. This position is well suited for an organized individual who can balance recruiting, onboarding, compliance, payroll administration, and employee support in a busy environment. The ideal candidate brings sound judgment, strong organizational skills, and the ability to manage confidential information with care while helping maintain accurate HR processes.<br><br>Responsibilities:<br>• Lead hiring support activities by reviewing applicants, coordinating candidate screening, and helping fill open positions efficiently<br>• Guide new hires through pre-employment and onboarding steps, ensuring required documentation is completed accurately and on time<br>• Maintain employee and applicant records within HR and payroll systems, keeping data current, organized, and audit-ready<br>• Process payroll and benefits-related activities with close attention to accuracy, timeliness, and policy compliance<br>• Prepare recurring and ad hoc reports to support workforce tracking, HR administration, and management decision-making<br>• Assist with employee relations and labor-related matters while handling sensitive information appropriately and discreetly<br>• Support compliance with applicable state and federal employment requirements and maintain documentation for regulatory reviews<br>• Oversee specialized transportation-related compliance activities, including Article 19-A and school bus driver instruction requirements when applicable
<p>We are looking for an experienced Wealth Advisor Associate to support a high-performing private wealth practice serving high-net-worth individuals and families in New York, New York. This role combines hands-on client service, operational coordination, and advisory support, with meaningful exposure to investment implementation and wealth planning activity. The position is well suited for someone who is confident managing day-to-day client needs while building toward greater relationship responsibility over time.</p><p><strong>Up to $225K OTE: </strong>$100-120k base + bonus + production bonus </p><p><br></p><p>Responsibilities:</p><p>• Partner with the lead advisor to organize client meetings, develop materials, document key discussion points, and ensure timely completion of next steps.</p><p>• Oversee day-to-day service for an assigned group of client relationships, delivering responsive support and helping maintain a consistently high standard of client experience.</p><p>• Coordinate investment-related follow-up by preparing review materials, assisting with proposals, supporting portfolio implementation, and recording advisory decisions accurately.</p><p>• Work with internal specialists to turn planning and investment recommendations into clear client communications and actionable deliverables.</p><p>• Facilitate financial planning and estate planning workflows by gathering information, collecting documentation, scheduling discussions, and monitoring progress on open items.</p><p>• Handle core administrative and account service activities, including maintenance requests, form processing, document routing, and general client servicing needs.</p><p>• Maintain strong team organization through accurate CRM updates, structured task management, orderly document retention, and consistent use of standardized materials.</p><p>• Contribute to team initiatives focused on market developments, business priorities, process enhancements, and thoughtful use of AI-enabled tools to improve efficiency and output quality.</p>
<p>We are looking for a detail-oriented Accounts Payable Specialist to join our team in Monmouth County, New Jersey. In this role, you will play a key part in managing financial transactions and ensuring the accuracy of accounts payable processes. This position is ideal for an individual who thrives in fast-paced environments and is committed to delivering high-quality results.</p><p><br></p><p>Responsibilities:</p><p>• Investigate and resolve invoice discrepancies through the Payables Portal.</p><p>• Conduct two-way matching for invoices to ensure accuracy.</p><p>• Address accounts payable inquiries promptly and professionally.</p><p>• Reconcile vendor statements to maintain up-to-date account information.</p><p>• Audit expense reports to verify compliance and accuracy.</p><p>• Validate and document updates to vendor banking information.</p><p>• Research outstanding payments, including checks and virtual credit cards.</p><p>• Upload invoice allocations to the appropriate systems.</p><p>• Collaborate on additional tasks or projects as assigned.</p>
<p>Our client is seeking a hands‑on Human Resources and Payroll professional to oversee the full employee lifecycle and support HR operations for a growing, professional services organization. This role will own recruiting, onboarding, HR systems administration, payroll, benefits, compliance, and employee relations, serving as a trusted partner to leadership and staff.</p><p><br></p><p><strong>Key responsibilities include:</strong></p><ul><li>Managing end‑to‑end recruitment, onboarding, and offboarding processes, including coordinating interviews, conducting orientations, and ensuring compliance documentation is complete.</li><li>Administering HRIS platforms to maintain accurate employee records, reporting, and year‑end closeouts.</li><li>Overseeing payroll processing, expense payrolls, bonuses, PTO tracking, and payroll‑related reporting in partnership with Accounting.</li><li>Administering employee benefits programs, open enrollment, vendor management, and benefits reconciliation.</li><li>Ensuring compliance with federal and state employment laws, supporting audits, government reporting, and policy updates.</li><li>Serving as the primary point of contact for employee relations, performance management support, and HR inquiries.</li><li>Managing relationships with external vendors, including payroll providers, benefits brokers, and staffing partners.</li><li>Supporting performance review cycles, employee engagement initiatives, and workforce planning.</li><li>Coordinating immigration and visa documentation as needed.</li></ul><p><br></p>
<p>We are looking for an experienced Senior Accountant to join a growing organization. This role is responsible for producing reliable financial reporting, supporting leadership with meaningful analysis, and helping maintain strong oversight across core accounting activities. The ideal candidate brings a hands-on approach to month-end close, a solid command of general ledger accounting, and the ability to communicate financial performance clearly to a range of stakeholders.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and coordinate recurring financial statements and management reports, including income statements, balance sheets, cash flow reporting, and materials needed for banking, regulatory, and board-related review.</p><p>• Evaluate financial results by comparing forecasts, budgets, and actual performance, then identify trends and recommend ways to strengthen planning and decision-making.</p><p>• Oversee daily accounting operations across the general ledger, accounts payable, supporting ledgers, and reporting workflows to promote accuracy and consistency.</p><p>• Review, organize, and submit financial data in a timely manner while ensuring reported results are complete, reliable, and aligned with established standards.</p><p>• Deliver clear monthly, quarterly, and annual summaries of financial performance to leadership and other business stakeholders.</p><p>• Partner with internal teams to provide practical financial insight and recommendations that support operational and business objectives.</p><p>• Address questions and ad hoc requests from the Controller, senior leaders, and department managers related to results, reporting needs, and special projects.</p><p>• Support key close activities by preparing journal entries, completing reconciliations, and maintaining accurate accounting records throughout the reporting cycle.</p><p><br></p><p>Benefits:</p><ul><li>Medical/Dental/Vision</li><li>401k</li><li>PTO</li></ul>
<p>50,000 - 80,000</p><p><br></p><p>benefits:</p><ul><li>medical</li><li>401k</li><li>paid time off</li><li>flexible</li></ul><p><strong>Responsibilities:</strong></p><ul><li>Handle full-cycle bookkeeping, including A/P, A/R, billing, and bank/credit card reconciliations</li><li>Maintain general ledger and assist with month-end and year-end close</li><li>Process payroll and coordinate payroll-related reporting</li><li>Prepare financial reports and support the accountant/CPA as needed</li><li>Manage office operations, supplies, vendors, and facilities</li><li>Serve as the primary point of contact for administrative and office-related matters</li><li>Support HR-related administration (onboarding paperwork, benefits coordination, personnel files)</li><li>Assist with compliance, record retention, and internal controls</li></ul><p><br></p>
We are looking for an accomplished Chief Financial Officer to lead the financial direction of our organization in Roseland, New Jersey. This executive will guide both strategic planning and day-to-day financial leadership, ensuring accurate reporting, sound controls, and strong support for growth initiatives. The ideal candidate brings deep real estate finance expertise, strong business judgment, and the ability to work closely with ownership on critical decisions.<br><br>Responsibilities:<br>• Direct the full accounting function, including ledger management, payables, receivables, payroll administration, and the month-end close process.<br>• Produce reliable financial statements and deliver clear, timely reporting and analysis to ownership and leadership.<br>• Lead the annual budget process, periodic forecasting, and cash planning to support operational stability and long-term goals.<br>• Establish and strengthen financial controls, policies, and procedures that promote accuracy, compliance, and accountability.<br>• Oversee relationships with banks and lenders, including covenant tracking, financing documentation, and required reporting.<br>• Coordinate tax strategy and serve as the primary internal lead with external auditors, tax professionals, and other financial partners.<br>• Review portfolio and corporate financial results to identify trends, risks, and opportunities, then recommend actions to improve performance.<br>• Provide financial leadership on acquisitions, asset sales, refinancing efforts, and other real estate transactions.<br>• Ensure adherence to applicable tax, regulatory, and reporting obligations across the business.<br>• Assess accounting tools, workflows, and operating practices to improve efficiency and support better decision-making.
<p><br></p><p>Responsibilities:</p><p>• Welcome visitors and employees at the front desk, manage building entry, and ensure guests are signed in properly.</p><p>• Provide day-to-day concierge-style assistance by answering questions and directing individuals to the appropriate resources or areas.</p><p>• Maintain shared office spaces by restocking snacks, monitoring kitchen areas, and encouraging overall workplace tidiness.</p><p>• Coordinate office supply inventory by placing orders, receiving deliveries, and organizing materials in designated storage areas.</p><p>• Handle incoming mail and packages, including sorting, distribution, and basic shipment support.</p><p>• Support routine office functions that help the site operate efficiently and deliver a positive in-person experience.</p><p>• Use standard office software to complete administrative tasks, track requests, and communicate with internal teams as needed.</p>
<p>150,000 - 170,000</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Lead the annual budget, forecast, and long‑range planning processes</li><li>Prepare and analyze monthly, quarterly, and annual financial reports and KPIs</li><li>Provide variance analysis and actionable insights to senior leadership</li><li>Partner with cross‑functional teams to support operational and strategic initiatives</li><li>Develop financial models to support business cases, investments, and initiatives</li><li>Improve FP&A processes, reporting, and systems for efficiency and accuracy</li><li>Manage and mentor FP&A staff, as applicable</li></ul><p>benefits:</p><ul><li>Medical, Dental & Vision Insurance</li><li>401(k) Retirement Plan</li><li>Paid Time Off (PTO)</li></ul><p><br></p>
<p>We are seeking a skilled AI Engineer to join our dynamic technology team. The ideal candidate has hands-on experience integrating advanced AI and large language model (LLM) features into applications, as well as a strong background in designing and delivering AI-driven solutions. In this role, you will work closely with product, engineering, and data teams to build and enhance innovative products using the latest AI frameworks and tools.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p><br></p><ul><li>Design, develop, and integrate AI and LLM features into new or existing applications, ensuring scalable and reliable deployment.</li><li>Collaborate with cross-functional teams to define technical requirements and deliver AI-driven functionalities in production environments.</li><li>Utilize AI frameworks, APIs, and platforms such as OpenAI, LangChain, vector databases, and machine learning libraries to accelerate solution development.</li><li>Lead prompt engineering, fine-tuning, and model optimization initiatives to improve performance and user outcomes.</li><li>Evaluate and select the most appropriate AI/ML models, tools, and platforms for project needs.</li><li>Conduct documentation, code reviews, testing, and performance monitoring of AI-driven products.</li><li>Stay up to date with advancements in artificial intelligence, generative models, and industry best practices.</li></ul><p><br></p>
<p>We are seeking a hands-on technical leader with deep expertise in software development, infrastructure, and web application design. This role is responsible for shaping infrastructure strategy to ensure systems are scalable, efficient, and reliable. The ideal candidate will lead initiatives that tackle questions such as how to improve application speed and how to prepare platforms to seamlessly support growing traffic, ultimately driving solutions that enhance performance and reliability across the organization.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Define and drive backend, infrastructure, and DevOps strategy</li><li>Architect scalable, secure, and reliable systems</li><li>Diagnose and resolve performance, infrastructure, and integration issues</li><li>Oversee backend development, including coding standards, integrations, and APIs</li><li>Lead infrastructure tooling, cloud strategy, automation efforts, and CI/CD pipelines</li><li>Evaluate new tools and frameworks to improve efficiency and system performance</li><li>Establish metrics and KPIs to measure infrastructure performance</li><li>Implement proactive monitoring, logging, and alerting solutions</li><li>Manage infrastructure budgets with a focus on cost optimization</li><li>Communicate technical solutions clearly and effectively to stakeholders at all levels</li><li>Conduct all code reviews, ensuring quality, consistency, and best practices across the team</li><li>Manage frontend and database infrastructure, addressing performance bottlenecks and recurring issues caused by poor architecture</li></ul><p><br></p>
<p>140,000 - 170,000</p><p><br></p><p>benefits:</p><ul><li>paid time off</li><li>401k</li><li>hybrid</li></ul><p><strong>Responsibilities:</strong></p><ul><li>Lead financial planning, budgeting, and forecasting activities for assigned business units.</li><li>Manage and analyze GTN components, accruals, reserves, and deductions.</li><li>Provide financial insights to support pricing, contracting, and commercial strategy.</li><li>Partner with cross‑functional teams (Sales, Accounting, FP&A, Market Access) to support revenue and GTN forecasting.</li><li>Prepare monthly reporting packages, variance analysis, and performance dashboards.</li><li>Support audits, compliance, and internal controls related to GTN and revenue processes.</li><li>Drive continuous improvement in financial processes, modeling, and reporting.</li></ul><p><br></p>
<p>We are looking for a detail-oriented Payroll Specialist to support a hospitality and restaurant operation in New York, New York. This is a part-time Contract position focused on processing payroll accurately and efficiently for a large hourly workforce across multiple states. The ideal candidate brings strong hands-on experience with full-cycle payroll administration and is comfortable managing high-volume payroll activity in a fast-paced environment using ADP Workforce Now.</p><p><br></p><p>Responsibilities:</p><p>• Process end-to-end payroll for a large population of hourly employees within the hospitality and restaurant sector</p><p>• Administer multi-state payroll activities while ensuring timely and accurate wage payments</p><p>• Use ADP Workforce Now to maintain payroll records, validate employee data, and complete payroll runs</p><p>• Review timesheets, earnings, deductions, and adjustments to identify and resolve discrepancies before payroll submission</p><p>• Support compliance with applicable payroll regulations, tax requirements, and company policies across two states</p><p>• Respond to payroll-related questions from employees and internal stakeholders with professionalism and accuracy</p><p>• Prepare payroll reports and reconcile payroll data to help maintain accurate financial and employee records</p>
<p>Robert Half Financial Services are currently recruiting for a Client Relationship Associate role, at a growing Registered Investment Advisor based in midtown Manhattan New York. Our client requires 3+ years’ Client Services or Relationship Management experience within investment advisory, wealth management or private banking. The role is hybrid remote and requires 3 days per week in the midtown office.</p><p> </p><p><u>Responsibilities:</u></p><ul><li>Assists the firm’s Wealth Advisors in servicing the needs of clients, often serving as the first point of communication</li><li>Continually develop and strengthen relationships with clients</li><li>Provide timely and accurate responses to operational and administrative client inquiries</li><li>Accurately and completely prepare and facilitate all account paperwork required in establishing and maintaining client accounts</li><li>Manage all communication between clients and the firm’s custodians</li><li>Prepare for and complete special projects throughout the year</li><li>Consistently identify opportunities the company to improve its client service and/or operations capabilities</li></ul>
We are looking for a dedicated Billing Analyst to join our team on a long-term contract basis in Woodcliff Lake, New Jersey. In this role, you will handle key billing operations, accounts receivable processes, and customer service tasks to ensure smooth financial transactions. This position requires expertise in billing systems and a strong focus on accuracy and efficiency.<br><br>Responsibilities:<br>• Manage billing processes, including creating, reviewing, and issuing invoices to ensure accuracy and timeliness.<br>• Oversee accounts receivable activities to maintain accurate records and ensure timely collections.<br>• Utilize the Aderant system to process financial transactions and generate reports.<br>• Collaborate with the export customer service team to address billing inquiries and resolve discrepancies.<br>• Monitor and reconcile billing data to maintain compliance with company policies and financial standards.<br>• Work closely with internal departments to streamline billing workflows and improve operational efficiency.<br>• Prepare detailed reports on billing metrics and provide insights for process improvements.<br>• Support audits by providing necessary documentation and ensuring compliance with financial regulations.<br>• Assist in troubleshooting and resolving issues related to billing systems and processes.<br>• Ensure all financial records are maintained accurately and securely in line with company standards.
<p><strong>Overview:</strong></p><p> Seeking an experienced Deposit Operations Specialist to support daily banking operations, including ACH processing, wire transfers, reconciliations, and exception handling. This role requires strong knowledge of deposit operations and regulatory compliance.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Process ACH transactions, returns, exceptions, and Fed adjustments</li><li>Handle domestic/international wires and daily reconciliations</li><li>Perform account maintenance, disputes, and transaction research</li><li>Prepare check deposits, cash letters, and adjustments</li><li>Support IRA, IOLTA, and other deposit products</li><li>Investigate fraud cases and assist with garnishments/subpoenas</li><li>Review exception items and resolve discrepancies</li><li>Collaborate with internal teams to ensure timely processing</li></ul><p><strong>Qualifications:</strong></p><ul><li>3+ years of bank deposit operations experience (required)</li><li>Strong knowledge of NACHA regulations and ACH processing</li><li>Experience with wires, reconciliations, and exception handling</li><li>Proficient in Microsoft Office (Excel, Word, Outlook)</li><li>Strong attention to detail, organization, and communication skills</li></ul><p><br></p>