Senior Equities Trader (Midtown)

Description Location: Corporate Office Status: Full-time,TEMP to PERM Position (9:30am-5:00pm) Schedule: Monday – Friday; in office Reports to: CEO JOB SUMMARY: The Assistant will provide support to the CEO. The Administrative Assistant will be responsible for managing daily administrative functions, facilitating communication and ensuring smooth office operations. The ideal candidate will excel at multitasking, maintaining confidentiality, and anticipating the needs of the CEO. Assistant will deal with banking - sending and receiving wires, maintaining spreadsheets for various projects and providing payments to accountant. Essential Duties and Responsibilities Administrative & Office Support Greet and assist guests professionally, ensuring a welcoming environment. Answer phone calls, take messages, and direct inquiries appropriately. Manage incoming and outgoing mail (electronic and paper) Organize and maintain files/company documents. Monitor and order office supplies Executive & Departmental Support Provide high-level administrative support to the CEO, including managing schedules, coordinating meetings, sending him his emails via whatsapp and maintaining calendars. Facilitate communication Coordinate meetings, and logistics, ensuring all details are handled efficiently. Banking Monitor and manage business bank accounts. Saving monthly bank statements. Deposit checks Prepare and issue checks to vendors, contractors, children etc. wires are done daily and monthly for re-occurring Maintain a log of all issued checks. Paying Expenses Track and schedule bill payments. Ensure all due payments are made on time. Maintain documentation and receipts. Maintaining Logs for Accountant Keep detailed records of income and expenses. Organize and categorize transactions. Prepare regular financial reports (quarterly). Maintain a ledger that can be easily shared with your accountant. Requirements Qualifications & Skills 2+ years of experience as an Administrative Assistant/Bookkeeper or in a similar administrative support role. Strong organizational and multitasking skills, with the ability to prioritize effectively. Excellent time-management skills, with a proven ability to meet deadlines and anticipate needs proactively. Exceptional communication skills, ensuring clear and timely updates across teams. Proficiency in Microsoft Office Suite (SharePoint, Teams, PowerPoint, Excel, Word, Quickbooks). Ability to maintain strict confidentiality and handle sensitive information with discretion. Professional demeanor with a customer-service mindset and ability to work collaboratively with all levels of staff.

Founded in 1937, Advancial is one of the oldest and largest credit unions in the country. We are an established and proactive full-service financial institution providing personal, convenient and advanced financial services to individuals and select group partners. Our mission is to create lasting value for our members through superior service, quality products, and innovative solutions.   At Advancial, we always strive to provide the best service and products to our members because we love what we do.  We work together to build a culture that promotes a positive employee experience.  We’ve been named a Best Company to Work for in Texas for nine consecutive years and a Best and Brightest Company to Work For nationally and locally because we’re serious about building fulfilling careers and not just day jobs.   We invite you to learn more about this position and what Advancial has to offer by completing our online application.  This position is located in our Mesquite branch. Must be willing to work at least two Saturday shifts per month. Supervisor and loan experience a plus.    SUMMARY Interviews loan applicants and processes applications.  Gathers background information and analyzes credit history.  Serves as liaison between member and the Credit Union.  Provides account information, opens new accounts, and handles member's daily credit union needs.  This position requires the employee to be service-oriented, self-motivated, and to be able to perform a variety of tasks.   ESSENTIAL DUTIES AND RESPONSIBILITIES Include the following. Other duties may be assigned. Cross-sells a wide array of credit union products including loan products, deposit products and electronic services such as CUAnywhere and online banking.    Meets established goals for acceptable penetration or monthly sales numbers on all ancillary loan products. Interviews applicant and requests specified information for loan application.  Ensures loan agreements are complete and accurate according to policy.  Serves as subject matter expert and provides assistance to members about products that best meet their needs.  Acting supervisor in the absence of the Branch Manager.  This includes the opening and closing of branch as needed.  Works loan to obtain approval from centralized lending and then closes loan with member.  Responsible for securing liens on motor vehicles, and ensuring that the right documentation includes appropriate lien position on home equity loans.  Opens new accounts, checking, certificates, money markets, IRA or CD accounts.  Verifies eligibility for new account and processes through ChexSystems prior to opening new accounts.  Processes check orders for members. Responsible for maintaining a working knowledge of lending procedures, Credit Union guidelines, Lending Software, and the benefits and features of all loan products.  May perform the following teller duties:  receives checks and cash for deposit, verifies amount, and examines checks for endorsements.  This includes loan payments and processing credit card payments and cash advances.  Cashes checks and pays out money after verification of signatures and member balances.  Places holds on accounts for uncollected funds in accordance with Advancial policies and procedures.  Apply payments to AFCU loans, credit card payments and cash advances.  Enters customers' transactions into computer to record transactions, and issues computer generated receipts. Responsible for picking up and processing the Night Drop deposits from the branch ATM. .Responsible for correcting all new account exceptions or transactional errors under Teller Number.  Provides account information and handles member's daily credit union needs.  Provides a variety of transaction services to members in the branch and by phone such as balance inquiry, transfer of funds, history information, stop payments or photocopy of check(s), etc.  This includes researching and resolving member concerns.  Processes and balances bond redemptions when necessary.  Makes copies and files correspondence and other records on a daily basis.  Opens and closes the branch as needed.   The salary range for this position is $20.69 -$25.86 /hr. and is based on relevant experience. Requirements EDUCATION and/or EXPERIENCE  Associates Degree (A.A.) or equivalent from two–year College or technical school; or six months related experience.  Or equivalent combination of education and experience. Advancial Federal Credit Union is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. Equal Employment Opportunity Posters Advancial Federal Credit Union participates in the Electronic Employment Verification process.  Please click here for more information. If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please complete the form below. If you’d like to view a copy of the company’s affirmative action plan, please complete this form.

"From an early age, we are all conditioned by our families, our schools, and virtually every other shaping force in our society to avoid risk. To take risks is inadvisable; to play it safe is the counsel we are accustomed both to receiving and to passing on. In the conventional wisdom, risk in asymmetrical; it has only one side, the bad side. In my experience - and all I presume to offer you today is observations drawn on my own experience, which is hardly the experience of ages - in my experience, this conventional view of risk is shortsighted and often simply mistaken. My first observation is that successful people understand that risk, properly conceived, is often highly productive rather than something to avoid. They appreciate that risk is an advantage to be used rather than a pitfall to be skirted. Such people understand that taking calculated risks is quite different from being rash. This view of risk is not only unorthodox, it is paradoxical - the first of several paradoxes which I'm going to present to you today. This one might be encapsulated as follows: playing it safe is dangerous. Far more often than you would realize, the real risk in life turns out to be the refusal to take a risk." -Sanford address Small start up hedge fund looking to add two (2) entry level Traders to the desk. Qualified candidates are encouraged to forward a resume. We ask that you "copy and paste" your resume and cover letter into an e-mail message as plain text, rather than "attaching" these as attached files. (Please do not attach your resume as a separate file.)

Founded in 2010, Fun Town RV (FTRV) has grown into Texas’s largest RV chain, operating 36 locations and planning to expand. We provide excellent customer service and offer top RV brands for less, backed by a rigorous 100+ point inspection process on every RV we sell. At Fun Town RV, we prioritize hiring candidates who are honest, accountable, positive, and passionate about exceeding expectations. If you're seeking a dynamic career with growth potential and competitive earning opportunities, we encourage you to apply! Overview: The Finance Manager serves as the critical link between the customer and lending institutions, providing tailored finance options while ensuring all transactions are compliant with legal and ethical standards. This role is responsible for maximizing finance income, maintaining customer satisfaction, and promoting ancillary products and services.  Key Responsibilities: Customer & Lender Coordination: Act as the primary liaison between customers and financial institutions to secure financing. Present finance options that meet individual customer needs. Maintain strong relationships with lender representatives. Credit Review & Payment Structuring: Review and analyze customer credit applications for accuracy and eligibility. Offer appropriate payment plans tailored to the customer’s financial profile. Ensure clear and accurate communication of financing terms. Product Sales & Compliance: Present and explain service contracts, GAP insurance, and other F&I products. Maintain compliance with state and federal regulations throughout the transaction process. Ensure ethical standards are upheld in every deal. Documentation & Reporting: Accurately complete all finance-related documentation and deal paperwork. Ensure timely funding of deals and resolution of any funding issues. Track and report F&I performance metrics, including product penetration and income generation. Goal Achievement & Customer Satisfaction: Consistently meet or exceed monthly finance income and product sales targets. Maintain high customer satisfaction scores through professional and informative interactions. Collaborate with the sales team to close deals efficiently and ethically. Requirements 2+ years of experience as a Finance Manager in the RV or automotive industry. Demonstrated success in closing deals and achieving finance income goals. Proficient in financial software applications and dealership management systems. Strong computer skills; Excel and CRM experience preferred. Excellent communication, organizational, and interpersonal skills. Knowledge of compliance requirements for consumer financing. Self-motivated with a high attention to detail and a customer-first mindset. Must pass MVR and background check. Physical Requirements:  Prolonged periods of sitting and reviewing documents or working on a computer. Frequent verbal communication with customers, lenders, and team members. Ability to travel occasionally to various dealership locations. Visual acuity to read contracts and fine print with accuracy. Must be able to lift up to 25 lbs. occasionally.0 Benefits Competitive salary based on experience. Health, dental, and vision insurance. Life Insurance. Paid vacation and holidays. 401(k) with company match and profit sharing. Christmas Savings Plan. Employee discounts in company stores Join Our Growing Team! At Fun Town RV, we value our employees and provide opportunities for career advancement in an exciting, fast-growing industry. If you’re ready to be part of a company that values hard work and dedication, apply today! Fun Town RV is an Equal Opportunity Employer. All qualified applicants will be considered for employment without regard to race, color, religion, sex, national origin, age, protected veteran status, or disability status. Applicants must be authorized to work in the U.S. Drug screening, driving record, and background checks may be conducted prior to and during employment.

HOW TO APPLY PLEASE CLICK HERE TO APPLY WHY YOU SHOULD APPLY: Coalition Technologies is devoted to delivering clients the highest quality work while providing our team a fun, thriving, and innovative environment. Along with the opportunity for tremendous career growth and rapid advancement, CT offers: The most competitive profit-sharing bonus plan in the industry, paying up to 50% of company profits to full-time employees each month! A highly competitive Paid Time Off plan, promoting quality work-life balance. Subsidized gym memberships to help team members feel their best. Medical, dental, vision, and life insurance packages for all US-based team members. International Health Insurance Reimbursement Program for all international team members, a benefit unique to Coalition. Device upgrade and learning reimbursement programs. Motivating career development plans with clearly defined goals and rewards. Additional job-specific incentives and bonuses. Plus, 100% of our team works remotely with the support of time tracking software. Our company culture specializes in supporting remote team members, and we’ve been doing so for more than a decade. CT welcomes your application, wherever in the world it's coming from! YOU SHOULD HAVE: Competency in preparing local, state, and federal taxes for a small company. A minimum of 3 years of professional experience in an accounting capacity (preferred). A focus on teamwork and flexibility, as well as the capacity to work well under pressure. Great interpersonal skills for working with diverse personnel/departments throughout the company. Knowledge of Quickbooks Online software is a plus. Experience with QuickBooks, Microsoft Excel, and other Microsoft Office programs (candidates will be tested). Advanced proficiency with Microsoft Excel, Microsoft Office, and Google Documents (preferred). The availability to work 40 hours per week, Monday to Friday, 9:00 am to 6:00 pm Pacific Standard Time. Experience with a startup (preferred). Strong quantitative and writing skills. Ability to complete other duties, as assigned. YOUR DUTIES AND TASKS: Recording all transactions to the ledger in Quickbooks Online. Reconciling general ledger, journal entries, and bank statements. Preparing and analyzing monthly, quarterly and annual financial statements. Analyzing monthly financials and performance metrics in pursuit of improving cash flow and business efficiency. Comparing and analyzing annual budgets and cash flow forecasts with actual results. Preparing and submitting annual and quarterly taxes to city, county, state, and federal authorities. HOW TO APPLY PLEASE CLICK HERE TO APPLY California, New York, Washington, and Colorado: starting base pay for this position ranges between $16 - $50 per hour. Compensation may vary based on factors such as experience, qualifications, skills test performance, geographic location, and seniority of the position offered. Outside of California, New York, Washington, and Colorado compensation may fall outside the above ranges.

About Us YouLend is the preferred global embedded financing platform for many of the world’s leading e-commerce sites, tech companies and payment services providers such as Amazon, eBay, Shopify, Mollie, Dojo, Paysafe, Just Eat Takeaway and Takepayments. Our software platform and APIs enable our partners to offer flexible financing products, in their desired branding, to their merchant base. With YouLend's AI-driven credit risk assessment solutions, more merchants and SMEs than ever can receive fast, flexible and affordable funding. We operate in 9+ geographies across the UK, EU and the US. We believe that the future of financial services will be delivered by customer-oriented tech companies that embed financing in their customer journeys, and we are building the solutions that will power that future. The Role: As a Credit Eligibility Analyst at YouLend, you will play a vital role in the credit application lifecycle by ensuring deals are qualified and prepared for underwriting. This includes reviewing applications for accuracy, resolving discrepancies, and collaborating across departments to ensure efficient and successful funding decisions. Responsibilities: Assess and qualify credit applications using internal guidelines. Prepare deals to streamline the underwriting process. Ensure accuracy and completeness of information received for each deal. Resolve any discrepancies by liaising with the Sales and Credit Decision teams. Work to meet team SLAs and contribute to overall KPIs. Propose process improvements and contribute ideas for operational efficiency. Develop and deliver internal training where applicable. Maintain data integrity using CRM systems and maintain strong documentation practices. Requirements Strong attention to detail and ability to work with financial data. Confident analytical mindset with comfort in interpreting numerical information. Ability to collaborate cross-functionally with Sales and Credit teams. Familiarity with CRM systems and managing case pipelines. Effective verbal and written communication skills. Ability to work in a target- and performance-driven environment. Desirable Skills: Prior experience in financial services, lending, or credit analysis. Familiarity with embedded finance platforms or fintech environments. Experience using automation tools or data dashboards (e.g., Excel, Looker, Salesforce). Process improvement mindset or experience with lean methodologies. Experience working in a start-up or scale-up environment. Benefits We offer comprehensive benefits package that includes: Health Care Coverage. YouLend covers 80%; employee contribution is 20% of the premium. Medical Plan (medical insurance and prescription drug coverage)- Choice of 5 different plans through United Healthcare. Dental plan coverage Vision plan coverage Benefits can be for: Employee only; Employee & Spouse; Employee & Child; Employee & Family Retirement - 401K match. Employee match $1 for $1 up to 5% of salary. Basic Life & AD&D Insurance. International travel insurance covered if traveling abroad for work purposes. Paid Time Off (PTO)- 20 working days (4 weeks) + US public holidays Paid Office Parking Why join YouLend?  At YouLend, we are actively creating an equitable and inclusive environment for every YouLender to thrive. We champion diversity and embrace equal opportunity employment practices. Our hiring, transfer, and promotion process are exclusively based on qualifications, merit, and business requirements, free from any discrimination based on race, gender, age, disability, religion, nationality, or any other protected basis under applicable law.    Salary: $50,000 + up to 20% annual Bonus