<p>We are looking for a dedicated Customer Service Representative to join our clien'ts team in Pittsfield, Massachusetts. In this role, you will provide exceptional support to customers by addressing inquiries, resolving issues, and ensuring satisfaction. This is a Contract position with the potential for long-term employment, offering an excellent opportunity to grow within the financial services industry.</p><p><br></p><p>Responsibilities:</p><p>• Handle incoming calls professionally, addressing customer questions and concerns with efficiency.</p><p>• Provide accurate information regarding products and services to meet customer needs.</p><p>• Resolve customer issues promptly, ensuring a positive experience.</p><p>• Record and update customer details and interactions in the system.</p><p>• Process orders and manage requests with a high degree of accuracy.</p><p>• Collaborate with team members to ensure seamless service delivery.</p><p>• Maintain a thorough understanding of company policies and procedures to assist customers effectively.</p><p>• Meet performance metrics and service standards set by the organization.</p><p>• Identify opportunities to enhance customer satisfaction and recommend improvements.</p><p>• Manage outbound calls as needed to follow up on inquiries or resolve pending issues.</p>
<p><strong>Inside Sales Representative</strong></p><p> 📍 <em>Location:</em> Pittsfield, MA (Fully Onsite)</p><p> 💵 <em>Compensation:</em> Up to $60,000 annually, depending on experience</p><p> 🕒 <em>Job Type:</em> Full-Time, Permanent</p><p> 🎁 <em>Benefits:</em> Comprehensive benefits package offered</p><p><br></p><p><strong>About the Role:</strong></p><p> We are seeking a highly motivated and experienced <strong>Inside Sales Representative</strong> to join our client's team in Pittsfield, MA. This role is fully onsite and will play a critical part in supporting their outside sales team, managing customer orders, coordinating projects, and ensuring seamless communication across departments.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Support the outside sales team with day-to-day operations and customer follow-ups</li><li>Receive and process incoming customer orders accurately and efficiently</li><li>Generate and manage work orders and assist with project coordination</li><li>Serve as a key point of contact for internal departments to ensure project accuracy and timely completion </li><li>Provide exceptional service to customers by phone and email</li><li>Maintain accurate records and documentation in CRM and ERP systems</li></ul><p> <strong>Qualifications:</strong></p><ul><li>2+ years of experience in an <strong>inside sales</strong> or <strong>customer service</strong> role, within a <strong>manufacturing, service, or distribution</strong> environment</li><li>Strong technical and computer skills</li><li>Excellent verbal and written communication skills</li><li>Ability to thrive in a <strong>fast-paced</strong>, deadline-driven environment</li><li>Strong organizational skills and attention to detail</li><li>Team player with a proactive and adaptable approach</li></ul><p>Please apply here today or email your resume to Daniele.Zavarella@roberthalf com!</p>
<p>We are looking for a dedicated Relationship Advisor to join our team in Chatham, New York. This role focuses on delivering exceptional service to members by efficiently processing transactions and applying a consultative sales approach. The ideal candidate will excel at developing new relationships while enhancing and maintaining existing ones, ensuring members receive tailored solutions to meet their financial needs.</p><p><br></p><p>Responsibilities:</p><p>• Handle significant volumes of cash and negotiable items while assisting with daily operational tasks, including operator functions and branch proof processes.</p><p>• Open new accounts, as well as process related transactions, while referring members to specialized business partners for additional services.</p><p>• Ensure compliance by following all applicable policies, procedures, and regulatory requirements, and utilize necessary systems to support sales efforts.</p><p>• Expand knowledge of credit union products and services through ongoing training and education, and contribute to training new associates as needed.</p><p>• Achieve individual and team goals by consistently applying sales and service models and supporting marketing initiatives to foster client engagement.</p><p>• Participate in required training programs, including compliance training, while demonstrating knowledge gained and contributing to organizational projects and strategic initiatives.</p><p>• Uphold the organization’s mission, vision, and core values in all responsibilities, demonstrating professionalism and teamwork.</p><p>• Maintain regular attendance and punctuality to ensure consistent client support and operational efficiency.</p>
<p>Robert Half is partnering with a respected full‑service public accounting firm to identify a skilled Accounting Manager with strong experience in taxation, audits, and financial statement review. This opportunity is ideal for a CPA‑credentialed professional looking to join a firm that values collaboration, invests in its people, and offers a long‑term partnership track for high performers.</p><p><br></p><p><strong><u>Key Responsibilities</u></strong></p><ul><li>Oversee multiple tax, audit, and review engagements, ensuring accuracy, compliance, and timely delivery</li><li>Review complex tax returns, financial statements, and supporting documentation</li><li>Lead, mentor, and develop staff and senior accountants</li><li>Serve as a primary point of contact for clients, providing guidance and resolving issues</li><li>Manage engagement budgets, timelines, and workflow</li><li>Maintain up‑to‑date knowledge of GAAP, regulatory requirements, and industry best practices</li><li>Identify opportunities to enhance processes and strengthen client service</li></ul><p><strong><u>Salary and Benefits:</u></strong> Base salary ranges from $100,000-$150,000 DOE, with additional bonus opportunities for productivity and new clients. Benefits offered include a 401k w/ 3% match, M/D/V insurance, negotiable PTO, paid holidays, and a flexible hybrid schedule.</p><p><br></p>
<p>We are looking for a highly organized and detail-oriented Finance Administrative Assistant to join our team in Albany, New York. In this role, you will provide essential support to the Accounts Payable Coordinator, ensuring the smooth processing of invoices, payments, and financial documentation for our Programs. Your ability to manage multiple tasks, maintain accurate records, and provide exceptional customer service will be key to your success.</p><p><br></p><p>Responsibilities:</p><p>• Assist the Accounts Payable Coordinator with tasks related to the Programs, including invoice processing, verification, and maintaining agreements with providers.</p><p>• Input invoices and general ledger data into fund accounting software, ensuring accuracy and appropriate approvals.</p><p>• Verify payment documents for completeness and accuracy, including calculations and required signatures.</p><p>• Resolve disputes with providers and vendors regarding invoice discrepancies.</p><p>• Update and maintain files for families, children, and providers in both paper and digital formats.</p><p>• Track and process scholarship payments, ensuring timely disbursement to providers.</p><p>• Collaborate with the team to streamline payment processes and maintain efficiency.</p><p>• Prepare and organize invoices and checks for signature, mailing, and compliance with state reimbursement claims.</p><p>• Create and manage spreadsheets and reports to support financial operations.</p><p>• Provide documentation and assistance during annual audits, including organizing invoices and payment records.</p>
<p><strong>Summary</strong></p><p>Our client is seeking a Finance Administrative Assistant to support their Child Care Scholarship Programs on a temp-to-hire basis. Reporting to the Director of Finance, this is a client-facing, administrative role that works closely with the Accounts Payable Coordinator and Child Care Scholarship Counselors to ensure accurate, timely processing of provider payments and related documentation. This role is ideal for someone who is detail-oriented, organized, and comfortable working with financial data while communicating regularly with families and providers.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Support the Accounts Payable Coordinator with all finance-related duties for Child Care Scholarship Programs</li><li>Maintain agreements and documentation for Child Care Providers</li><li>Enter, review, and verify invoices for accuracy, approvals, and required signatures</li><li>Collect and manage W-9s; set up and maintain vendor records</li><li>Print checks, schedule check signings, and coordinate mailing</li><li>Communicate with Child Care staff, families, and providers via phone and email to gather required documentation</li><li>Manage the Child Care Scholarship finance inbox, responding to inquiries and routing information as needed</li><li>Perform invoice and general ledger entries in MIP Fund Accounting</li><li>Track and process scholarship payment invoices</li><li>Resolve invoice discrepancies and payment disputes with providers and vendors</li><li>Update and maintain Family, Child, and Provider records across paper files, systems, and spreadsheets</li><li>Prepare documentation for monthly state reimbursement claims</li><li>Create and maintain spreadsheets and financial reports; proofread for accuracy</li><li>Assist with annual audits by providing requested financial documentation</li><li>Maintain organized and accurate accounting files</li><li>Attend Child Care staff meetings</li><li>Assist with ordering and managing finance-related supplies</li><li>Perform other related duties as assigned</li></ul>
<p>Our client in Schenectady is seeking a detail-oriented Accounting Associate to support their accounting team and provide excellent customer service. This role involves a blend of transactional accounting work, collections support, and client communication. It’s a great opportunity for someone looking to grow their accounting career in a collaborative, fast-paced environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Provide customer service support via phone and email (inbound and outbound).</li><li>Respond to client inquiries, including sending weekly EFT balances and generating requested reports.</li><li>Enter and update accounts receivable transactions and adjustments.</li><li>Make collection calls and prepare collection letters for past-due accounts.</li><li>Assist in preparing documentation for collections and customer review.</li><li>Compile and submit weekly reports for internal review and audit.</li><li>Ensure strict adherence to departmental and client-specific deadlines.</li><li>Perform other duties as assigned.</li></ul><p><strong>Interested in learning more?</strong></p><p>Call Gabrielle Maisonet or Mary Christman at 518-462-1430 to hear more about this opportunity. We can't wait to connect with you!</p>
We are looking for a detail-oriented Administrative Assistant to join our team in Menands, New York. In this long-term contract role, you will provide essential support in processing and maintaining vital records, ensuring accuracy and compliance in all administrative tasks. This position is ideal for someone who thrives in a fast-paced environment and enjoys working with data and documentation.<br><br>Responsibilities:<br>• Process orders for birth, death, marriage, and dissolution certificates with precision and attention to detail.<br>• Retrieve fiche cards, create white copies, and prepare records for processing paid batches.<br>• Manage VitalChek orders by updating the database with relevant comments and ensuring timely handling.<br>• Seal and enter safety paper for various requests including paid batches, VitalChek orders, gratis, and overnight requests.<br>• Sort and mail completed orders to the Bureau of Vital Records as necessary.<br>• Key and verify amended and corrected birth and death certificates for FileNet scanning.<br>• Organize and file current vital event certificates for efficient recordkeeping.<br>• Type amendment cases using FileNet and other resources, ensuring accuracy.<br>• Audit and mail certificates to local registrars and applicants, maintaining compliance with regulations.<br>• Open, sort, search, and file incoming mail for the Correction/Amendment Unit, ensuring proper documentation.
<p>We are looking for a detail-oriented Office Manager to join our team in Latham, New York. Seeking a highly organized and detail-oriented Office Manager to support our small but busy office. This role is central to our daily operations and focuses on accounting tasks through QuickBooks Desktop, along with payroll and Human resources, general administrative support. The ideal candidate is meticulous, flexible, and eager to learn—someone who thrives in a close-knit environment and can work both independently and collaboratively.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Perform daily accounting tasks using QuickBooks Desktop, including invoicing, billing, printing checks, and certified payroll</li><li>Prepare journal entries and manage bank reconciliations</li><li>Assist with AIA construction billing and applications (strongly preferred)</li><li>Support payroll and other financial recordkeeping as needed</li><li>Provide phone coverage, take accurate and detailed messages, and communicate effectively with clients</li><li>Support 3 operational staff members with administrative needs</li><li>Assist with general office duties to ensure smooth daily operations</li></ul>
<p>We are in search of a Front Desk Associate to become a part of our clients team in the Service industry, situated in Schenectady, New York. This role offers a long term contract employment opportunity, where you will be primarily responsible for managing customer interactions, overseeing accounts receivable, and ensuring data entry accuracy.</p><p><br></p><p>Responsibilities:</p><p>• Effectively manage and direct customer interactions via phone calls.</p><p>• Follow up on customer inquiries and ensure they are resolved promptly.</p><p>• Supervise the payment collection process and ensure timely receipt.</p><p>• Accurately apply received payments to the relevant customer accounts.</p><p>• Direct customers to the appropriate sales personnel as required.</p><p>• Maintain an accurate record of all customer credit information.</p><p>• Monitor customer accounts regularly and take necessary actions when needed.</p><p>• Ensure precise numeric data entry in all customer records.</p><p>• Uphold the accounts receivable process and ensure its smooth operation.</p>
<p>Our client, a boutique CPA firm offering tax, audit, and full‑scope bookkeeping services, is seeking an accomplished Senior Manager to join their growing practice. This direct‑hire role is ideal for an accounting leader who enjoys a blend of technical work, client interaction, and team development. Candidates would need to be able to commute to Gloversville, NY on a flexible hybrid schedule.</p><p><br></p><p><strong><u>Key Responsibilities:</u></strong></p><ul><li>Oversee daily accounting operations, including general ledger oversight, financial reporting, and month‑end close</li><li>Lead, coach, and review the work of staff accountants and bookkeepers</li><li>Review complex individual, corporate, and partnership tax returns and support tax planning strategies</li><li>Manage audit engagements from planning through fieldwork and final reporting</li><li>Serve as a primary point of contact for clients, offering guidance on financial performance and internal controls</li><li>Collaborate with firm leadership on workflow improvements, quality standards, and long‑term growth initiatives</li></ul><p><br></p><p><strong><u>Salary Range:</u></strong> $140,000 - $180,000 with additional bonus potential. Includes full suite of benefits and a flexible hybrid schedule.</p>
<p>Our client, a well-established insurance agency, is seeking a <strong>Personal Lines Manager</strong> to oversee and optimize their personal lines department. This is an exciting opportunity to join a dynamic team and make a significant impact on service standards, sales performance, and overall customer satisfaction.</p><p><br></p><p>For immediate consideration, please contact Carmen Warga in our Albany, NY office. </p><p><br></p><p><strong>About the Role</strong></p><p>As the <strong>Personal Lines Manager</strong>, you will play a key role in planning, organizing, and managing the agency’s personal lines operations. You’ll lead a team of representatives, ensuring compliance with best practices, driving sales growth, and delivering exceptional service to clients. This position requires a hands-on leader who thrives in a fast-paced environment and is committed to continuous improvement.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Provide coaching and feedback to personal lines representatives to enhance sales performance.</li><li>Audit workflows for compliance with agency standards and best practices.</li><li>Implement agency policies and ensure timely, accurate service delivery.</li><li>Develop and monitor training programs for personal lines staff.</li><li>Assist in achieving departmental business objectives and action plans.</li><li>Offer technical expertise and support for escalated client issues.</li><li>Drive process improvements to increase efficiency and customer satisfaction.</li><li>Represent the agency at events and travel to branch locations as needed.</li></ul>
<p>We are looking for a highly organized and detail-driven Administrative Assistant/Sales Coordinator in downtown Albany, New York. This role offers the unique opportunity to support a dynamic Sales team at one of the world’s leading hotel brands, ensuring smooth operations and seamless coordination. As a contract-to-permanent position, this role is ideal for someone seeking long-term growth in a fast-paced hospitality environment.</p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Provide comprehensive administrative support to the Sales team, ensuring all sales-related tasks are handled promptly and accurately.</p><p>• Maintain client information, leads, and account details in internal systems with precision.</p><p>• Assist sales managers in preparing proposals, contracts, and essential sales documentation.</p><p>• Facilitate client communications, including follow-ups and confirmations, as directed.</p><p>• Coordinate event-related sales activities, such as site visits and client meetings.</p><p>• Manage calendars, schedule meetings, and organize appointments for Sales team members.</p><p>• Arrange travel plans and itineraries for team members when required.</p><p>• Perform accurate data entry, reporting, and document management to support sales operations.</p><p>• Prepare presentations, reports, and correspondence tailored to the needs of the Sales team.</p><p>• Collaborate with internal departments to support group bookings, events, and special programs.</p>
<p><strong>Position Purpose</strong></p><p>We are looking for a proactive and personable Accounts Receivable Specialist to join our clients team for a temporary role. In this role you would be supporting student billing, collections, and auxiliary revenue processing while providing responsive customer service to students, families, and campus partners. </p><p><br></p><p><strong>Key Responsibilities</strong></p><p><br></p><p><strong>Student Billing & Collections</strong></p><ul><li>Assist with initial student billing, including housing and dining, in coordination with campus departments.</li><li>Support students with payment plans, financing options, refunds, and account adjustments.</li><li>Monitor student accounts for past-due balances, process late fees and holds, and follow up with students and families as needed.</li><li>Respond to billing questions via phone, email, mail, or in person; escalate issues when appropriate.</li><li>Process health insurance billing and waivers.</li><li>Record payments from federal, state, and private loans, scholarships, and ROTC programs.</li><li>Prepare weekly revenue reports for the Controller’s Office.</li><li>Follow established policies and assist with process improvements.</li><li>Work with the Bookstore and campus departments to ensure payments are accurately recorded.</li><li>Process credit card, cash, and other receipts in the accounting system.</li><li>Collect and record rent revenue.</li></ul>
<p>We are looking for a proactive and organized Conference Center Coordinator to join our team in Cohoes, New York. In this Contract to permanent position, you will oversee the coordination of events ensuring smooth communication and exceptional customer service. This role is ideal for someone who thrives in a dynamic environment, excels in leadership, and is committed to delivering high-quality service.</p><p><br></p><p>Responsibilities:</p><p>• Conduct routine walkthroughs to maintain clean and orderly event, office, and storage areas.</p><p>• Manage the setup and teardown of event spaces, including furniture arrangement and decorative elements.</p><p>• Coordinate event logistics, including scheduling catering setups and janitorial support.</p><p>• Respond promptly to event requests, ensuring compliance and delivering excellent customer service.</p><p>• Oversee the operations of up to 30 events weekly across multiple buildings, ensuring seamless execution.</p><p>• Serve as the primary point of contact for vendors, facilities teams, and service providers to ensure smooth event coordination.</p><p>• Collaborate with internal and external teams, including catering, security, janitorial services, and equipment providers.</p><p>• Assist with vendor procurement and service arrangements as needed.</p><p>• Handle additional duties such as reception, mailroom services, supply management, equipment maintenance scheduling, and building access management.</p><p>• Evaluate event outcomes and implement improvements based on feedback to enhance future operations.</p>
<p>Robert Half is partnering with an organization seeking a Senior Revenue Accountant to support a growing finance function. This role is ideal for a professional who excels in environments with detailed compliance requirements, diverse revenue streams, and a strong emphasis on accuracy and accountability. If you enjoy navigating complex billing structures and contributing to operational excellence, this opportunity offers meaningful impact and long‑term growth.</p><p><br></p><p><strong><u>Key Responsibilities</u></strong></p><ul><li>Lead the month‑end and quarter‑end revenue close process, ensuring timely and precise reporting</li><li>Review customer agreements and service arrangements to ensure proper revenue recognition under ASC 606</li><li>Maintain detailed revenue schedules, reconciliations, and supporting documentation for internal and external stakeholders</li><li>Analyze revenue trends, fluctuations, and performance metrics to support leadership insights</li><li>Collaborate closely with operational teams to validate revenue data, resolve discrepancies, and improve upstream processes</li><li>Support audit activities by preparing schedules and responding to inquiries</li><li>Identify opportunities to enhance internal controls and streamline revenue workflows</li><li>Participate in system upgrades, automation initiatives, and cross‑departmental projects related to revenue operations</li></ul><p><strong><u>Salary Range: </u></strong>$75,000 - $105,000</p>
We are looking for a Workplace Consultant to join our team in Albany, New York. In this role, you will play a central part in identifying and cultivating customer relationships, managing sales processes, and ensuring the satisfaction of our clients. This position offers an opportunity to contribute to business growth while maintaining high standards and advancing your expertise.<br><br>Responsibilities:<br>• Identify potential customers through various channels, including referrals, networking, and online research.<br>• Build and maintain strong customer relationships by ensuring consistent satisfaction and addressing client needs.<br>• Monitor quarterly performance metrics and prepare detailed reports for review.<br>• Create accurate quotations and oversee budget development, pricing strategies, and profit margin calculations.<br>• Coordinate internal resources, such as project management and design teams, to ensure smooth execution of sales initiatives.<br>• Conduct site visits as needed to assess project requirements and provide hands-on support.<br>• Manage credit applications and payment processes, ensuring compliance with company policies and resolving any obstacles.<br>• Serve as a liaison between customers and the credit department to address and resolve payment discrepancies or credit holds.<br>• Stay informed about industry developments by attending workshops, reviewing publications, and participating in relevant networks.<br>• Monitor market trends and competitor activities, recommending improvements to enhance products, services, and strategies.
<p><strong>Overview:</strong></p><p>Our client is seeking a detail-oriented Accounts Payable Specialist to support invoice and reimbursement processing in a fast-paced healthcare environment. This is a temp-to-hire opportunity.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Process all invoices, reimbursements, credits, and refunds accurately and on time in the ERP system, including purchase order (PO) and non-PO invoices.</li><li>Review and resolve invoice exceptions and unapproved invoices in coordination with internal departments.</li><li>Ensure compliance with policies and documentation requirements for invoice and expense processing.</li><li>Work with vendors to resolve discrepancies and reconcile statements regularly.</li><li>Support electronic invoice submission and help onboard suppliers to EDI where applicable.</li><li>Maintain accurate supplier records to ensure correct payment processing.</li><li>Perform regular audits to identify errors or improvement opportunities.</li><li>Provide timely support to staff and vendors regarding payment inquiries and policies.</li><li>Collaborate with departments such as Supply Chain, Finance, and Receiving to maintain efficient workflows and high service standards.</li><li>Assist with other tasks and provide coverage as needed.</li></ul><p><br></p>
<p>Our client, the largest intercity bus company in New York state, is looking for an in house counsel to add to their team in Hurley, New York. This role requires a meticulous legal expert who can provide strategic advice across multiple areas, including labor relations, contract negotiations, and regulatory compliance. The ideal candidate will have experience with labor and employee relations experience and EEOC. </p><p><br></p><p><br></p><p>KEY RESPONSIBILITIES:</p><p>This position will provide counsel, support, and oversight in the following areas:</p><p>• Negotiation, interpretation, and application of eight collective bargaining agreements</p><p>• Oversight and administration of human resource policies including:</p><p> Annual sexual harassment and other mandatory trainings</p><p> Agency submissions (EEOC/AA, SSPP/PTASP, Emergency Response Plans, etc.)</p><p> Hiring, onboarding, and orientation materials</p><p> Drafting disciplinary, discharge, and counseling letters</p><p> Drafting, reviewing, and revising record retention and other company/departmental policies and memos</p><p> Federally regulated drug and alcohol testing procedures and related programs</p><p>• Management of outside legal counsel including litigation management and managing Canadian outside counsel related to operations in Montreal and Ontario</p><p>• Legal counsel and drafting/reviewing all correspondence related to Operations, Safety, Fleet Maintenance, and Customer Care Departments</p><p>• Triennial submissions and federal and state triennial audits</p><p>• Regulatory waivers (i.e. FMCSA, FTA)</p><p>• Contract review including insurance indemnification clauses</p><p>• Collaboration on cybersecurity and technology/data privacy requirements</p><p>• Insurance litigation and management of insurance company-appointed counsel</p><p>• Drafting various correspondence as needed </p>
<p>Our client in Dalton, MA is seeking a dedicated Staff Accountant to join their growing team. This is an excellent opportunity for finance professionals looking to advance their career in a collaborative and supportive environment. This role is essential in ensuring accurate and efficient accounting operations, including cost and fixed asset management. The ideal candidate is a proactive problem solver with strong technical skills and a commitment to accuracy.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare journal entries, account reconciliations, and financial statements in accordance with GAAP</li><li>Support month-end, quarter-end, and year-end close processes</li><li>Process accounts payable (AP) and accounts receivable (AR) transactions and assist with vendor/client inquiries</li><li>Analyze general ledger accounts to ensure accuracy and resolve discrepancies</li><li>Assist with budgeting, forecasting, and variance analysis</li><li>Support audit preparation and collaborate with external auditors as needed</li><li>Maintain documentation for accounting procedures and internal controls</li><li>Assist in implementing new accounting policies and process improvements</li><li>Collaborate cross-functionally with internal departments to support business initiatives</li><li>Respond promptly to ad hoc requests and special projects from management</li></ul><p><br></p><p><br></p>
<p><strong>About the Role:</strong></p><p>Our client is seeking a proactive and detail-oriented Accounts Payable Specialist to join their growing finance team. This is a newly created position due to company growth and will play a key role in vendor management, invoice processing, and system transitions. The ideal candidate is a self-starter who can take ownership of their responsibilities and thrive in a collaborative, fast-paced environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage vendor setup and maintenance, including W-9 collection and 1099 processing for U.S. and international vendors.</li><li>Process and route invoices through the approval workflow in Bill.com, ensuring accuracy and adherence to approval parameters.</li><li>Communicate internally with department leads regarding invoice status, payment timing, and approvals.</li><li>Support the upcoming transition in softwares and assist with ensuring vendor and invoice data accuracy during migration.</li><li>Maintain vendor records across multiple entities and subsidiaries within the organization.</li><li>Review vendor payments for accuracy and compliance before final approval.</li><li>Monitor shared AP email inbox to sort, forward, and organize invoices and vendor communications.</li><li>Provide general office and accounting support as needed.</li></ul>
We are looking for a dedicated Financial Advisor to join our team in Albany, New York. This role involves assisting clients with comprehensive financial planning, including retirement strategies, tax considerations, and estate management. The ideal candidate will provide expert guidance while fostering strong client relationships to help individuals achieve their financial goals.<br><br>Responsibilities:<br>• Develop detailed financial plans tailored to client needs, including retirement strategies, tax optimization, and estate planning.<br>• Conduct thorough financial analyses and prepare reports, projections, and recommendations.<br>• Collaborate directly with clients to understand their financial objectives and provide personalized solutions.<br>• Create estate flowcharts and other visual aids to simplify complex financial concepts.<br>• Manage some aspects of investment portfolios, ensuring alignment with client goals and risk tolerance.<br>• Offer financial counseling and advice to support clients in making informed decisions.<br>• Utilize computer systems and tools to efficiently manage data and client information.<br>• Handle inside sales activities to promote financial services and expand client relationships.<br>• Provide remote assistance and virtual consultations to clients as needed.
<p>We are looking for detail-oriented, Part-Time, Office Manager to join our client's team outside of Schenectady, New York. In this long-term, contract to hire position, you will play a vital role in supporting certified payroll functions, assisting in accounts payable and accounts receivable management, and office administrative tasks. This is a great opportunity for an organized individual with hands-on experience in QuickBooks and bookkeeping to contribute to a collaborative work environment. Have experience working in the construction industry would be a huge plus!</p><p><br></p><p>Responsibilities:</p><p>• Maintain accurate financial records by entering data into QuickBooks and ensuring all transactions are properly recorded.</p><p>• Assist in accounts payable and accounts receivable processes, ensuring timely and accurate payments and collections.</p><p>• Provide payroll support, including processing weekly payroll using systems ADP and QuickBooks to manage certified payroll as required.</p><p>• Assist with administrative tasks related to financial and office operations.</p><p>• Monitor and verify financial data to ensure compliance with company policies and regulations.</p><p>• Collaborate with team members to address and resolve any discrepancies in financial records.</p><p>• Produce accurate financial reports and summaries as needed by the management team.</p><p>• Maintain organized and up-to-date documentation for all financial transactions.</p><p><br></p><p>Please reach out to Mary Christman or Gabrielle Maisonet at 518-462-1430 to learn more. We look forward to speaking with you!</p>
