Financial Planning Specialist

New Century Investor Services, a leading provider of financial services, is seeking a driven and motivated Financial Advisor to join our team. This is an exciting opportunity to build a career in the financial industry and work with a dynamic group of professionals. In this role, you will be responsible for helping clients to manage their financial assets, develop investment strategies, and achieve their financial goals. We are seeking someone who is passionate about the financial industry and has a strong desire to help clients achieve their financial objectives. Responsibilities Develop customized financial plans to help clients achieve their financial goals Manage investment portfolios and monitor market trends and economic conditions Provide financial advice to clients on a wide range of issues, including retirement planning, tax planning, and estate planning Actively participate in business development activities to build new client relationships and expand the Firm’s network Deliver exceptional client service, including organizing client meetings, answering client questions and concerns, and ensuring prompt resolution of any issues Stay abreast of industry trends and new developments, and leverage industry knowledge to help clients make informed decisions Partner with other members of the New Century Investor Services team to ensure successful outcomes for clients Requirements Bachelor’s degree in finance, accounting, economics, or a related field preferred but not required Minimum of 2 years of experience in the financial industry Certified Financial Planner (CFP®) certification preferred but not required Excellent communication and interpersonal skills Strong analytical and problem-solving skills Ability to work in a fast-paced, dynamic environment and manage multiple projects simultaneously Detail-oriented with a high degree of accuracy and able to stay organized even with a high volume of work

POSITION SUMMARY The Center for an Agricultural Economy (CAE), based in Hardwick, VT, seeks a Bookkeeper and Administrative Assistant. Are you good with numbers, and comfortable with computers, interfacing with many people and supporting org wide systems? This position will support daily accounting tasks, including accounts payable, accounts receivable, and payroll, approximately 20 hours a week. This position will also provide general administrative support, such as reception, mail processing, managing calendars, scheduling, benefits paperwork, event logistics, approximately 20 hours a week. If organization, finance and people skills are your strengths, we want to hear from you! JOB DETAILS Position: Bookkeeper and Administrative Assistant Reports to: Finance Manager Schedule: Monday-Friday 9-5 Compensation: $23.00 to 25.00 per hour, non exempt Benefits: Paid Time Off, SIMPLE IRA, Health insurance, Health savings account,, Employer-paid short-term disability and life insurance, quarterly phone stipend, professional development compensation Minimum Qualifications (or equivalent combination of education and experience): Past experience in clerical or bookkeeping tasks. Proficiency in Microsoft Office and Google Suite, particularly Excel. Proficiency with Quickbooks Desktop preferred. Familiarity with GAAP. Experience with handling sensitive information with discretion. Strong organizational skills and attention to detail SUMMARY OF RESPONSIBILITIES Accounts Payable, Accounts Receivable and Payroll (50%) Process incoming bills to ensure bills are paid within terms and follow up when necessary to fix invoices, update addresses, or clarify charges. Process weekly and monthly invoices for earned revenue from CAE’s enterprise programs Process ongoing receipt of donations and grants Initiate collections process for past-due accounts, work with program managers to resolve Process weekly physical deposits of checks and cash and ongoing electronic payments Record Vermont Farm Fund loans disbursed and loan payments collected Process biweekly payroll for ~40 employees through Quickbooks Payroll Track and pay biweekly payroll liabilities and taxes Support administrative staff with wage reporting Support Financial Manager in compiling materials for yearly financial audits Maintain and make monthly updates to program budgets-to-actual Work with the Financial Manager to develop and implement improvements to finance systems in response to organizational change CAE Administrative Support (50%) Manage daily mail pick up and processing Manage reception areas in the two primary CAE work locations Schedule tours for the public of the facilities Respond to general phone and email inquires from the public Manage reservations and calendars for the Atkins Pavillion and the Community Kitchen Provide support to the Administrative Operations Manager in benefit administration and staff onboarding Other administrative duties as assigned ESSENTIAL FUNCTIONS Physical Demands/lifting requirements: Ability to sit for long periods of time Repetitive motions and typing Mental demands: Apply good judgment to decision making Analyze and problem solve Attention to detail HIRING PROCESS A hiring team of CAE staff will lead the process. Selected candidates will have an initial phone interview the week of August 18-22, which may be followed by an interview and tour of CAE spaces the following week. Interview questions will be shared ahead of time. CAE is committed to the full inclusion of all qualified individuals and will provide support in any way to assure everyone's best experience in the hiring process. CAE will take the steps necessary to assure that people with disabilities are provided reasonable accommodations during the interview process and, if hired, subsequent employment. For accommodation inquiries, please email us. TO APPLY Email us your resume, cover letter or letter of interest, and include “Bookkeeper/Admin Assistant” in your email subject line. We’re interested to hear your thoughts on any life or work experience as it relates to this position. Applicants who go on to interview with us will also be asked to provide references. Our application deadline is August 17, 2025. Initial interviews will begin by August 19. Let us know if you have any questions! EOE STATEMENT Building community leadership, investing in relationships, and listening to the needs of the community are core principles CAE applies to all our work. We strive to foster an inclusive and supportive staff culture where learning and growth are supported. CAE is an Equal Opportunity Employer. Qualified applicants are considered for employment without regard to age, race, color, national origin, religion, sex, sexual orientation, gender identity, genetics, disability, or veteran status. BACKGROUND ON CAE The Center for an Agricultural Economy is a catalyst for change based in Hardwick, Vermont. We support rural communities and working landscapes by building a more interconnected local food system. We work together with our neighbors and partners to cultivate interdependence and investigate how to create the conditions for socially, economically and ecologically thriving communities. We implement solutions through our foundational programs, innovative projects, dynamic partnerships and the resources available across our three distinct locations. Together, these components of our organization help ensure our rural food system is supported, our farms are thriving, and everyone is treated with dignity and respect.

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