4 results for All Types in Albany, NY

Private Client Associate

Albany, NY
onsite
Permanent
65000.00 - 95000.00 USD / Yearly
Our client, a well-established and growing wealth management firm in the Albany area, is seeking a Private Client Associate to support a high-performing Financial Advisor. This is an excellent opportunity for a detail-oriented professional looking to build a long-term career within a collaborative and client-focused environment. Position OverviewThe Private Client Associate will play a key role in supporting day-to-day client service, account administration, and operational functions. This individual will act as a primary point of contact for clients while ensuring a seamless experience across all interactions. Key Responsibilities<ul><li>Provide administrative and operational support to a Financial Advisor</li><li>Serve as a primary liaison for client inquiries and requests</li><li>Open and maintain client accounts, ensuring accuracy and compliance</li><li>Process transactions, including transfers, distributions, and trades</li><li>Prepare client meeting materials and follow-up documentation</li><li>Maintain accurate client records and documentation</li><li>Coordinate with custodians and internal teams to resolve issues</li><li>Assist with client onboarding and relationship management</li></ul>
2026-03-19T16:58:44Z

Accounting Clerk

Albany, NY
onsite
Permanent
43000.00 - 54000.00 USD / Yearly
We are looking for a detail-oriented Accounting Clerk to join our team in Albany, New York. This role involves managing essential financial tasks such as payroll processing, accounts payable and receivable, and maintaining accurate records. The ideal candidate will demonstrate strong organizational skills and a commitment to ensuring compliance with financial policies and procedures. Responsibilities: • Process bi-weekly payroll and address employee inquiries, ensuring accurate tax filings and reports for both year-round and seasonal staff. • Support daily accounting operations, including managing accounts payable, accounts receivable, and general ledger activities. • Review, code, and enter invoices into the accounting system, ensuring accuracy, proper documentation, and approvals. • Prepare and issue vendor payments through various methods, matching invoices to purchase orders and related documentation. • Maintain organized vendor files and financial records, including W-9 forms and reconciliations. • Reconcile accounts payable, receivable, and general ledger accounts to ensure accurate financial reporting. • Assist with audit preparations by providing necessary documentation and verifying compliance with financial policies. • Calculate and manage collections for product programs, document activities in relevant systems, and collaborate with teams to resolve complex collections issues. • Handle sales tax filings and reconciliations in accordance with organizational requirements. • Complete year-end tax filing processes, including 1099 and W-2 forms, ensuring compliance with regulations.
2026-03-30T14:18:46Z

Analyst

Albany, NY
onsite
Permanent
65000.00 - 85000.00 USD / Yearly
We are looking for an Insurance Analyst to join a respected wealth management firm in Albany, New York. In this role, you will play a pivotal part in evaluating insurance portfolios for high-net-worth clients, ensuring their coverage aligns with their needs and mitigates risks effectively. This position offers an excellent opportunity for professionals with 1–3 years of analytical experience to thrive in a collaborative and non-sales environment. Responsibilities: • Conduct in-depth analyses of insurance policies across various categories, including Home, Auto, Umbrella, Life, and Long-Term Care. • Identify gaps, redundancies, and inefficiencies within client coverage to optimize risk management strategies. • Collaborate with insurance brokers and carriers to obtain competitive quotes and evaluate policy terms. • Translate complex insurance terminology into clear and concise reports and summaries for client presentations. • Assist in annual policy reviews, ensuring timely updates and renewals. • Maintain accurate and organized records of insurance policies and related documentation. • Prepare visual reports and charts to effectively communicate findings to clients and advisors. • Partner with Senior Advisors to develop tailored recommendations for clients based on their unique needs. • Stay informed about industry trends and changes in insurance regulations to ensure compliance and best practices.
2026-03-25T18:04:13Z

Project Coordinator

Schenectady, NY
onsite
Contract / Temporary to Hire
25.00 - 27.00 USD / Hourly
Mary Christman and Gabrielle Maisonet are working with a growing construction organization seeking a detail-oriented Project Coordinator to join their team! This temp-to-hire opportunity is ideal for someone who enjoys supporting project operations from pre-bid through closeout, maintaining organized documentation, and working closely with project managers, subcontractors, and vendors.In this role, you’ll play a key part in coordinating project documentation, supporting bidding processes, managing submittals, and assisting with financial and administrative functions. If you’re highly organized, proactive, and looking for a long-term opportunity within a stable and growing company, this could be a great fit. What you’ll be doing: Project Coordination – Public Work (Pre-Bid & Post-Bid) • Requesting and organizing bid documents and setting up project folders • Saving addenda and communicating updates to estimators • Preparing and delivering bid packages • Requesting bid bonds, performance & payment bonds, and applicable insurance (OCP/BR) • Completing post-bid documentation and transitioning projects to “In Progress”Submittals & Project Setup • Creating and maintaining submittal logs and cover sheets • Organizing vendor submittals and saving product data to corresponding folders • Ensuring all project documentation is accurate and properly filedProject Closeouts (Public & Private Work) • Preparing closeout documentation, including AIA documents (for public projects), cover sheets, and table of contents • Identifying missing documents and coordinating with Project Managers, subcontractors, and vendors • Assembling and reviewing closeout binders • Submitting final closeout packages to construction managers, architects, and engineersFinancial & Purchasing Support • Preparing tax-exempt certificates when applicable • Issuing purchase orders and change orders • Distributing POs to subcontractors and vendors • Completing job account setup forms (e.g., FW Webb, AAON) as neededCOI Tracking & Compliance • Creating and maintaining Certificate of Insurance (COI) tracking logs • Requesting updated or missing COIs from subcontractors • Managing COIs for customers, including tracking, filing, and coordinating removals of expired or unnecessary documents • Organizing municipal (“City of”) COI folders for permit-related needsPermitting & Administrative Support • Completing and submitting permit applications to local building departments • Coordinating payments and tracking permit status • Saving approved permits and distributing to Project Managers • Supporting general administrative duties such as filing, scanning, and document management
2026-03-27T13:38:42Z