Bookkeeper / Accounts Payable – Trucking Experience Required Part-Time (Schererville)

Seeking experienced jack of all trades person with all or some of the following experience: buyside trading assistant/operations/interest in equity research/. Must be organized, computer savvy and like small environment. Familiarity with software such as: EZE , Portfolio Shop, QuickBooks, Excel/ Bloomberg/ etc desireable. Principal is a well established senior fund manager that has evolved into a family office. Person responsible for collecting/communicating all info to outside accountants for personal and fund tax returns/estimates. Some or all of the following ideal: Trading Assistant/EA/Fund Accounting. Some EA work involved. PLEASE ONLY APPLY IF YOU HAVE RELEVANT EXPERIENCE.

About Us We’re a growing private wealth management firm in Dover, Delaware, on a mission to help people feel confident and excited about their financial future. Our team believes in building real relationships, simplifying complex financial concepts, and showing up with heart and integrity every day. If you value meaningful work and being part of a close-knit, supportive team, you’ll feel right at home here. About the Role As our Registered Financial Advisor Assistant, you are the heartbeat of our client experience. You’re often the first face clients see and the first voice they hear, whether they’re longtime clients or walking in for the very first time. Your role is all about making people feel welcome, cared for, and confident that they’re in good hands. You’ll be responsible for keeping our front and back office running smoothly, supporting both clients and our team with warmth, precision, and professionalism. In your first 90 days, your focus will be delivering a five-star experience during every client interaction while managing day-to-day service requests with a calm, can-do spirit. What You’ll Be Doing Client Service & Experience  Greet clients warmly in-person and over the phone  Provide responsive, thoughtful support for client requests and service needs  Assist with new client onboarding and ongoing client relationship management Office Support & Organization  Manage reception, scheduling, and phone coverage  Prepare client files and follow up on action items from meetings  Maintain organized, and accurate digital and hard copy files Marketing & Communication  Help support marketing initiatives and client outreach  Assist in executing client events, mailings, and content preparation Team Collaboration  Work alongside advisors and the operations team to keep things running smoothly  Take initiative on tasks and contribute to a supportive, positive office environment  This is a performance-based role with opportunities for growth and deeper client engagement over time. Requirements Required:  Associate’s degree or higher  At least 2 years of experience in a similar administrative or client service role  Proficiency with Microsoft O􀆯ice, Outlook, and CRM systems  Excellent communication and organizational skills  Able to manage multiple requests while staying calm and focused  Professional, ethical, and committed to client confidentiality Preferred (but not required):  SIE, Series 7, and/or Series 63 licenses  A sense of humor, a service-first mindset, and a team player who’s not afraid to roll up their sleeves Benefits Compensation & Benefits  $45,000 - $65,000 salary range  Life and disability insurance  Health, dental, vision insurance available  Paid time off, starting immediately  Reimbursement for license exam costs post-achievement  A workplace where your voice matters and your efforts make a real impact

Entry level full-time bookkeeper needed for small law office. Quickbooks is the only software used. This position is in-person not remote. Position is 5 days a week (M-Th 7-4:30; Fri. 8-12) Pay depending on experience.

Our partner, a well-established financial services firm, is seeking an Investment Advisor Representative to support clients in developing and implementing personalized retirement strategies. Please note: This position is listed in Dallas, TX to attract applicants from that area. The role, however, is fully on-site and requires relocation to the Kirkland or Lynwood, Washington area. A relocation allowance is provided to assist with the move. This position eliminates the need for prospecting, as qualified client appointments are set by the in-house team. The role focuses on delivering tailored solutions to help clients achieve long-term financial security. Responsibilities Prepare, present, and implement customized retirement plans Assist clients with annuities, life insurance, long-term care, and managed portfolios Provide financial planning advice across investments, insurance, and retirement planning Develop, manage, and maintain strong client relationships Follow established processes and procedures to achieve individual and team goals Participate in public seminars to share financial information or introduce the firm Attend weekly virtual meetings Requirements Bachelor’s degree required Minimum of 5 years of financial services experience State Insurance License (required) Series 65 License (or Series 7/66 combination) (required) Proficiency with Microsoft Excel, Word, and database management; basic understanding of Windows and MacOS Strong mathematical, analytical, organizational, and communication skills (verbal and written) Ability to work effectively in a team environment and maintain client focus Benefits Location: Relocation Required (Kirkland or Lynwood, Washington) Salary: $75,000 – $90,000 Additional Compensation: Commission 10% in year one (option to move from base pay to 25% commission), up to 30% thereafter; Quarterly & Annual Incentives Health Insurance 401(k) Retirement Match Licensing Reimbursement Relocation Allowance (mandatory relocation required) Paid Time Off: 10 company holidays and 30 vacation days

We are a CPA firm who focuses on providing excellent service to our accounting and tax clients. We are looking for an energetic accountant who would like to learn all aspects of working in a CPA firm during tax season. Join a fun and supportive work environment with a group of people who are committed to your success. This position offers the ability for advancement and continued learning. Job Duties: • Post income and expense transactions • Reconcile monthly bank and credit card activity • Record payroll journals on a periodic basis • Learn the process of building monthly workpapers • Prepare monthly client financial statements • Communicate directly with clients as needed • Review client provided documents • Organize and create tax preparation workpapers • Enter annual tax information into tax preparation software • Verify tax return data entered accurately • Assemble final tax returns for presentation to client • Assist with other projects as assigned Qualifications: • QBO experience preferred but not required • Tax preparation experience preferred but not required • Proficient with Microsoft Office including Excel • Attention to detail • Excellent written and verbal communication skills • Ability to handle information confidentially • Proven experience meeting regular deadlines • Self-starter, eager to learn and ability to take on new tasks • Thrives in a collaborative, team player office environment Benefits: • Competitive wages (based on experience level) • Benefits: Paid time off / paid holidays • Fun work atmosphere with great team players • Experience working in a fast-paced, high-growth environment We will offer the right candidate flexibility with their schedule, and a great chance to gain experience in the accounting and tax field with “on the job” training. We prefer to hire a full-time person, but we will design a schedule that fits you. We believe good work-life balance is important, and that includes designing work schedules that match your needs. Come join our team! We are interviewing now for an immediate opening. How to apply: Please email your cover letter and resume as a PDF attachment.

Our partner, a well-established financial services firm, is seeking an Investment Advisor Representative to support clients in developing and implementing personalized retirement strategies. Please note: This position is listed in Denver, CO to attract applicants from that area. The role, however, is fully on-site and requires relocation to the Kirkland or Lynwood, Washington area. A relocation allowance is provided to assist with the move. This position eliminates the need for prospecting, as qualified client appointments are set by the in-house team. The role focuses on delivering tailored solutions to help clients achieve long-term financial security. Responsibilities Prepare, present, and implement customized retirement plans Assist clients with annuities, life insurance, long-term care, and managed portfolios Provide financial planning advice across investments, insurance, and retirement planning Develop, manage, and maintain strong client relationships Follow established processes and procedures to achieve individual and team goals Participate in public seminars to share financial information or introduce the firm Attend weekly virtual meetings Requirements Bachelor’s degree required Minimum of 5 years of financial services experience State Insurance License (required) Series 65 License (or Series 7/66 combination) (required) Proficiency with Microsoft Excel, Word, and database management; basic understanding of Windows and MacOS Strong mathematical, analytical, organizational, and communication skills (verbal and written) Ability to work effectively in a team environment and maintain client focus Benefits Location: Relocation Required (Kirkland or Lynwood, Washington) Salary: $75,000 – $90,000 Additional Compensation: Commission 10% in year one (option to move from base pay to 25% commission), up to 30% thereafter; Quarterly & Annual Incentives Health Insurance 401(k) Retirement Match Licensing Reimbursement Relocation Allowance (mandatory relocation required) Paid Time Off: 10 company holidays and 30 vacation days