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.
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>We are looking for an organized and motivated HR Coordinator to join our team in Johnstown, New York. In this Contract-to-hire role, you will play a vital part in assisting HR operations for a manufacturer and ensuring smooth processes across recruitment, payroll, benefits, and compliance. Ideal candidates are adaptable, detail-oriented, and have experience working in dynamic environments with a great attitude.</p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Process payroll using Paychex Flex and oversee employee benefits, including open enrollment periods.</p><p>• Manage job postings, screen applicants, and coordinate onboarding processes for both office and production roles.</p><p>• Address employee concerns professionally, ensuring confidentiality in handling documentation and terminations.</p><p>• Support HR operations by maintaining accurate records, navigating insurance portals, and assisting with HR-related tasks.</p><p>• Ensure compliance with labor laws and company policies by maintaining up-to-date HR documentation.</p><p>• Foster strong relationships with employees to promote a positive and productive workplace environment.</p><p>• Collaborate with the HR Supervisor to streamline daily HR functions and address operational needs.</p><p>• Conduct background checks and verify candidate information during the hiring process.</p><p>• Monitor HRIS systems to track employee information and maintain data accuracy.</p>
We are looking for a highly organized and detail-oriented Staff Accountant to join our team on a long-term contract basis in Arlington, Vermont. This role is ideal for a financial expert with a strong background in accounting operations who is eager to contribute to the preparation of financial statements, audit processes, and month-end closings.<br><br>Responsibilities:<br>• Prepare and post accurate journal entries to ensure the integrity of the general ledger.<br>• Perform regular reconciliations of bank accounts and other key financial records.<br>• Assist in the preparation of financial statements and ensure compliance with accounting standards.<br>• Support month-end and year-end closing activities, including accruals and adjustments.<br>• Manage accounts payable processes and ensure timely vendor payments.<br>• Collaborate with auditors during audit preparation and provide necessary documentation.<br>• Maintain accurate and up-to-date financial records for reporting purposes.<br>• Utilize Excel to create detailed reports and analyze financial data.<br>• Ensure adherence to accounting policies and procedures to maintain compliance.
