Commercial Portfolio Manager - To 140K - Deerfield, IL - Job 3282

We are seeking a Full Charge Bookkeeper to Manage all Aspects of our accounting Processes.Must have extensive experience using Quickbooks.Perform Bank Reconciliations and Payroll Processing on a weekly basis.

Overview Legal & General is a leader in Pension Risk Transfer with over 30 years of experience globally, servicing over a million annuitants. Building on our global success, we established our Pension Risk Transfer platform in the US in 2015.  The business has grown steadily and in 2020 we eclipsed $1.6 billion in premium written. At Legal & General Retirement America, we aim to make a positive difference in the lives of our customers, partners, colleagues, and the communities in which they live.  We are passionate about what we do and how we do it. This means working with pace and energy to reach our goals and challenging ourselves to achieve more.  We strive to create a unique environment where balance between work and life is possible.  Purpose and Objective This is a multi-faceted role in which the Senior Administrative Assistant will take initiative and operate in an autonomous way; applying a proactive approach to anticipate and fulfill the local administrative needs of two members of the Senior Leadership Team. The Senior Administrative Assistant will handle and maintain calendar activity, coordinate travel and respond to emails and information requests. This will include coordinating meetings and conferences with both internal and external sources and compiling information from various sources for routine inquiries and reports. Additionally, this position will provide backup support to other administrative support professionals. This person is confident in their approach and proactive in delivering on objectives, understanding the key relationships, and priorities for the people they support. The ideal candidate will be a self-starter and a positive relationship builder, which will be critical to handling the needs of the organization. Role and Responsibilities                                      Calendar management for assigned leaders: accept/decline, establish intimate knowledge of meeting requests in order to prioritize and make decisions on behalf of leaders, and proactively resolves calendar conflicts Schedule detailed travel arrangements Handle travel & expenses for assigned leaders Schedule meetings, conferences and events; collaborate with other assistants to coordinate schedules, reserve appropriate conference rooms, catering orders, prepare room and required materials for meetings’ needs. Prepare meeting agendas and take minutes at meetings to circulate action items for follow-up Handles visitors for assigned leaders; greeting visitors, booking conference rooms/workstations, etc. Finalize high-level materials; review, edit, format semi-final draft materials prepared by leaders (e.g. communications, letters, PowerPoint slides, Excel exhibits) to produce a polished final product. Handle the time-keeping process for employees in business area Draft correspondence on behalf of leader and/or department with minimal input Assist Facility Operations Manager as needed with shared office responsibilities Participate in ad hoc projects Build and maintain systems and processes as needed to address business needs May handle other tasks as needed Requirements Qualifications Education / Experience / Knowledge Minimum of 10 years of relevant experience at an appropriate level. Experience with international firms is a plus. Skills / Competencies Extremely well-organized and detail oriented. Initiative-taking and initiative-taking. Ability to work effectively under pressure in a challenging environment with shifting priorities. Capable of working independently while exercising sound judgment and flexibility. Strong multitasking skills with the ability to manage competing deadlines and resolve scheduling conflicts. Excellent communication and customer service skills. High sensitivity to confidential information and professional discretion. Strong problem assessment and problem-solving abilities. Proficiency in Microsoft Office Suite, especially Outlook; familiarity with other business systems and general technology tools. Benefits We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. 10 - 25 vacation days depending on experience level and years of service 4 floating holidays & 2 personal days 10 - 15 sick days, depending on years of service 2 paid volunteering days Health benefits, including medical, dental, and vision coverage Supplemental health benefits and life insurance 6 weeks of paid parental and maternal leave Immediate vesting into a 401k savings plan with up to 6% company match 100% employer-contributed Pension Plan - Cash Balance Plan after 1 year of service Flexible Workspace and Arrangements Tuition and Certification reimbursements Infertility and domestic partner benefits The expected hiring compensation range for this position is $80,000 - $100,000 USD annually. Base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. The current bonus target for the position is 5% of the base salary with a stretch to twice the target, modified for corporate and individual performance. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

🚀 Join Our Team of Successful Finance Brokers! We’re looking for driven professionals ready to take their career to the next level. At our firm, you’ll have access to high-quality, qualified leads, top-tier financial products, and some of the highest payouts in the industry. Whether you're experienced or just getting started, we provide hands-on support and mentorship to help you close deals and grow your income. If you're serious about building your future in finance, we’re here to back you 100%. Apply StrongerTogetherLending.com Call or text 718 873 4159

Peak Mountain Advisors is looking for an associate financial advisor to join our team. We are an independent wealth management firm founded in 2012. We are looking for someone to help manage daily financial planning and service the needs of existing Peak Mountain Advisors clients.  In addition to base compensation, you will have a competitive grid payout for your existing relationships and new clientele.  This position is perfect for a financial advisor who is eager to succeed in the independent market while learning from a high-quality advisor with 20 years of experience in the industry. This role is best suited for individuals who have developed a well-rounded understanding and implementation of advising and financial planning with over three years of experience as a financial advisor.  This is a great way to join and grow with a team, transition your existing book of business, and maintain financial stability while advancing your career to focus on providing the most excellent client experience. Requirements ·       Minimum 3-5 years of experience in financial advising ·       Life, Health and Accident  License – State of CT ·       FINRA Series 7 and FINRA 66 License ·       Well organized with the ability to manage time effectively with multiple priorities ·       Excellent Verbal Communication, Active Listening, Critical Thinking, Strong Ethics ·       Clean record with SEC and FINRA Skills Trustworthy, sincere, charismatic and social disposition, able to start up and hold conversations with a diverse demographic of individuals Demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building relationships with clients Some knowledge and ability to learn more about trusts, estate planning, tax planning, insurance and complex financial planning Coachable and trainable to fit the culture of the company and succeed in a service-orientated business Benefits Annual base income $48,000 plus competitive grid payout

📌 Job Title: Part-Time Bookkeeper (3 Days/Week) 📍 Location: Ozone Park, NY (Hybrid: In-Office to Start, Remote Option Later) 🏢 Company: Studio Practice – Custom Architectural Millwork About Us: Studio Practice is a high-end architectural millwork studio specializing in custom residential and retail interiors. We are looking for a reliable and detail-oriented Bookkeeper to join our team on a part-time basis (3 days per week). This is an on-site role to start, with the option to transition to a remote or hybrid schedule after an initial training period. Key Responsibilities: -Reconcile bank accounts and credit cards monthly -Track and manage accounts payable and accounts receivable -Enter bills, receipts, and journal entries into QuickBooks -Work closely with our external accountants for monthly and year-end reporting -Maintain accurate and organized digital financial records -Support payroll processing in coordination with our payroll provider -Monitor project job costing and assist with financial tracking by job -Help prepare P&L and balance sheet reports for management review -Maintain vendor and contractor payment schedules -Ensure timely and accurate bill payments and resolve any discrepancies Qualifications: -Minimum 3 years of experience in bookkeeping or accounting -Proficiency with QuickBooks Online and Microsoft Excel -Strong understanding of basic accounting principles -Excellent attention to detail and organizational skills -Experience working with external accountants and financial professionals -Familiarity with construction, architecture, or design industries is a plus -Ability to work independently, manage deadlines, and maintain confidentiality Schedule & Flexibility: -2 to 3 days per week depending on workload (specific days can be flexible) -Must be able to work in our Ozone Park office to start -Remote or hybrid arrangement possible after onboarding Compensation: -Competitive hourly rate based on experience -Potential for expanded hours or responsibilities over time To Apply: Please email your resume and a short note about your experience. We are excited to meet someone dependable, proactive, and experienced who can help keep our books in order and support our creative team.

Peak Mountain Advisors is looking for an associate financial advisor to join our team. We are an independent wealth management firm founded in 2012. We are looking for someone to help manage daily financial planning and service the needs of existing Peak Mountain Advisors clients.  In addition to base compensation, you will have a competitive grid payout for your existing relationships and new clientele.  This position is perfect for a financial advisor who is eager to succeed in the independent market while learning from a high-quality advisor with 20 years of experience in the industry. This role is best suited for individuals who have developed a well-rounded understanding and implementation of advising and financial planning with over three years of experience as a financial advisor.  This is a great way to join and grow with a team, transition your existing book of business, and maintain financial stability while advancing your career to focus on providing the most excellent client experience. Requirements ·       Minimum 3-5 years of experience in financial advising ·       Life, Health and Accident  License – State of CT ·       FINRA Series 7 and FINRA 66 License ·       Well organized with the ability to manage time effectively with multiple priorities ·       Excellent Verbal Communication, Active Listening, Critical Thinking, Strong Ethics ·       Clean record with SEC and FINRA Skills Trustworthy, sincere, charismatic and social disposition, able to start up and hold conversations with a diverse demographic of individuals Demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building relationships with clients Some knowledge and ability to learn more about trusts, estate planning, tax planning, insurance and complex financial planning Coachable and trainable to fit the culture of the company and succeed in a service-orientated business Benefits Annual base income $48,000 plus competitive grid payout