Job Search Results for Accounting
Aug 20, 2024
Cincinnati, OH
|
Accounting / Finance
|
Contract-to-perm
|
$17 - $21 (hourly estimate)
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A leading consumer goods company is seeking a hybrid Payment Services and Accounts Receivable Analyst. The successful candidate will manage cash applications and deductions for assigned A/R accounts.... Responsibilities include processing manual credit card payments, reconciling daily payment batches, and investigating discrepancies. Additionally, the analyst will handle daily cash applications, process customer deductions, and prepare various reports for customer collections and credit management.We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form. The EEOC "Know Your Rights" Poster is available here. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .
Jul 23, 2024
Rogers, AR
|
Accounting / Finance
|
Perm
|
$45k - $50k (estimate)
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Our client is looking for a Financial Accountant to support the processing and research of sales, use and income tax returns. This candidate will help ensure financial compliance by ensuring SOX... controls are maintained, support external auditing procedures, and assist in the preparation and/or review of public filings.What your day will consist of: * Prepare and file sales and use tax returns for the Company. * Conduct tax research to include income tax and sales and use taxes. * Prepare and file refund requests, as necessary. * Prepare supporting schedules to assist in the preparation of state and federal income tax returns. * Assist with SOX controls and monitor progress. * Assist with coordination of external auditing procedures by ensuring schedule is communicated to the organization and auditors receive support necessary to complete activities in a timely manner. * Assist in the review of public filings to include 10-Q and 10-K, among others. * Reconciliation of general ledger accounts to transactional activity, research financial variances and analyze data. * Able to handle multiple projects simultaneously and prioritize tasks to accomplish goals. * Maintain open lines of communication with task stakeholders regarding task status. * Other duties and responsibilities as assigned by your direct manager. * Follow company policies and procedures and support company mission, vision, values and standards of ethics.Daily attendance required to ensure all duties are completed in a timely fashion.We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form. The EEOC "Know Your Rights" Poster is available here. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .
Nov 10, 2022
Charlotte, NC
|
Accounting
|
Contract,Perm Possible
|
$26 - $33 (hourly estimate)
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Insight Global is looking for an AP Specialist for one of our software clients based out of Charlotte. This person will be responsible for owning the entire AP process. They will need be processing... the bills, submitting payments, and handling the inbox for the AP account. This individual will also be responsible for interacting with vendors. We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form. The EEOC "Know Your Rights" Poster is available here. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .
Feb 17, 2025
Chicago, IL
|
Accounting
|
Contract-to-perm
|
$16 - $20 (hourly estimate)
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-CPG industry -Knowledge of DB , DB testing/Understanding ADF -ADO experience/Azure Databricks is a plus -O9 ? demand planning, supply planning, forecasting in forms area. This design is complex.We... are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
Apr 14, 2025
Columbus, OH
|
Accounting
|
Perm
|
$120k - $130k (estimate)
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Insight Global is looking for 2 Internal Audit Managers to help support a Fortune 100 client. In this role, you will manage advisory and audit engagements from planning to reporting, overseeing a... team of 2 to 5 staff per engagement. You will partner with colleagues and stakeholders to evaluate, test, and report on the design and operating effectiveness of management's controls, communicating audit findings to management and identifying opportunities for improvement. You will foster and sustain collaborative relationships with stakeholders, offering independent insights and creating a collaborative working environment that encourages integrity, respect, excellence, and innovation. Additionally, you will work closely with the internal audit data & analytics team to identify new ways to audit through data analytics, continuous auditing, automation, or other technologies. Staying up-to-date with evolving industry and regulatory developments impacting Risk Management is essential. You will mentor and guide audit team members to foster professional growth and development, provide meaningful observations and recommendations to the business through advisory services, and drive the advancement of the department through participation in strategic initiatives.We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form. The EEOC "Know Your Rights" Poster is available here. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .
Jul 30, 2024
Tarpon Springs, FL
|
Accounting
|
Contract-to-perm
|
$16 - $20 (hourly estimate)
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They are held accountable by the department\u0027s hierarchy for their initiative, judgment, and overall competence in performing tasks, responding to service calls, and carrying out everyday duties. They actively contribute to exceptional customer service and take responsibility for maintaining respectful relationships with everyone. The position necessitates successful completion and clearance from physiological and physical fitness screenings.As a proactive security officer, you are assigned to specific areas where you perform critical tasks to maintain safety standards. Your duties include:1. Patrolling and Vigilance: * Regularly patrolling designated areas to ensure a visible security presence. * Performing security-related tasks, such as checking doors and monitoring activity. * Investigating any suspicious activity or individuals.2. Reporting and Communication: * Reporting hazards, unusual circumstances, or suspicious incidents to the Security Operations Center. * Keeping your supervisor informed about any noteworthy activities or events. * Responding promptly to varying levels of vulnerability, including life-threatening situations and natural disasters.3. Emergency Response: * Acknowledging and appropriately handling emergency, non-emergency, and alarm calls. * Safely assessing alarm causes and providing assistance or direction as needed. * Administering initial first aid based on your training level.4. Fire Safety and Prevention: * Responding to fire alarms during drills and actual incidents. * Conducting helicopter fire prevention assessments and responding to helicopter fires. * Maintaining effective communication with supervisors and fellow officers.5. Conflict Resolution and Physical Management: * De-escalating disputes between individuals using verbal techniques. * Physically managing combative or violent persons when necessary (following annual aggression management training).6. Enforcement and Assistance: * Enforcing hospital rules and regulations within your assigned area. * Assisting visitors with directions and information. * Safely escorting people or property to desired destinations.7. Investigation and Documentation: * Interviewing and investigating individuals involved in suspicious or illegal activities. * Documenting safety hazards, incidents, and criminal activities. * Reporting findings to Security Administration and law enforcement.8. Additional Duties: * Participating in approved activities beyond security operations (e.g., morgue transport, fire extinguisher checks). * Detaining unauthorized individuals as defined by policy or state law.Conducting annual security assessments for individual hospital properties.We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form. The EEOC \"Know Your Rights\" Poster is available here. To learn more about how we collect, keep, and process your private information, please review Insight Global\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .","Title":"Hospital Security Officer","City":"Tarpon Springs","ExpirationDate":null,"PriorityOrder":0,"Requirements":"MUST HAVES: * 5+ years security experience Customer service skills and being able to handle difficult patients and de-escalate situations is HUGE * Knowledge of Access Control and CCTV systemsUnderstanding of Emergency Management principles","Skills":"","Industry":"Accounting","Country":"US","Division":"IGH","Office":null,"IsRemoteJob":false,"IsInternalJob":false,"ExtraValues":null,"__RecordIndex":0,"__OrdinalPosition":0,"__Timestamp":0,"Status":null,"ApplicantCount":0,"SubmittalCount":0,"ApplicationToHireRatio":0,"JobDuration":null,"SalaryHigh":20.0000,"SalaryLow":16.0000,"PayRateOvertime":0,"PayRateStraight":0,"Filled":0,"RemainingOpenings":0,"TotalOpenings":0,"Visa":null,"ClearanceType":null,"IsClearanceRequired":false,"IsHealthcare":false,"IsRemote":false,"EndClient":null,"JobCreatedDate":"\/Date(-62135578800000)\/","JobModifiedDate":"\/Date(-62135578800000)\/"}
DAY TO DAY: Our client is looking for experienced Security Officers to join their growing team! The Security Officer II role involves carrying out security tasks with professionalism and positivity,... interacting with the public, patients, employees, and administrators. This role responds to various types of calls, offering help in both emergency and non-emergency situations. The officer investigates and records safety hazards, incidents, and criminal activities, both electronically and in writing. They patrol specified areas to ensure the safety of the public, patients, employees, and property. They are held accountable by the department's hierarchy for their initiative, judgment, and overall competence in performing tasks, responding to service calls, and carrying out everyday duties. They actively contribute to exceptional customer service and take responsibility for maintaining respectful relationships with everyone. The position necessitates successful completion and clearance from physiological and physical fitness screenings.As a proactive security officer, you are assigned to specific areas where you perform critical tasks to maintain safety standards. Your duties include:1. Patrolling and Vigilance: * Regularly patrolling designated areas to ensure a visible security presence. * Performing security-related tasks, such as checking doors and monitoring activity. * Investigating any suspicious activity or individuals.2. Reporting and Communication: * Reporting hazards, unusual circumstances, or suspicious incidents to the Security Operations Center. * Keeping your supervisor informed about any noteworthy activities or events. * Responding promptly to varying levels of vulnerability, including life-threatening situations and natural disasters.3. Emergency Response: * Acknowledging and appropriately handling emergency, non-emergency, and alarm calls. * Safely assessing alarm causes and providing assistance or direction as needed. * Administering initial first aid based on your training level.4. Fire Safety and Prevention: * Responding to fire alarms during drills and actual incidents. * Conducting helicopter fire prevention assessments and responding to helicopter fires. * Maintaining effective communication with supervisors and fellow officers.5. Conflict Resolution and Physical Management: * De-escalating disputes between individuals using verbal techniques. * Physically managing combative or violent persons when necessary (following annual aggression management training).6. Enforcement and Assistance: * Enforcing hospital rules and regulations within your assigned area. * Assisting visitors with directions and information. * Safely escorting people or property to desired destinations.7. Investigation and Documentation: * Interviewing and investigating individuals involved in suspicious or illegal activities. * Documenting safety hazards, incidents, and criminal activities. * Reporting findings to Security Administration and law enforcement.8. Additional Duties: * Participating in approved activities beyond security operations (e.g., morgue transport, fire extinguisher checks). * Detaining unauthorized individuals as defined by policy or state law.Conducting annual security assessments for individual hospital properties.We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form. The EEOC "Know Your Rights" Poster is available here. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .
Dec 09, 2025
New York, NY
|
Accounting
|
Contract
|
$14 - $17 (hourly estimate)
{"JobID":474770,"JobType":["Contract"],"EmployerID":null,"Location":{"Latitude":-73.94,"Longitude":40.64,"Distance":null},"State":"New York","Zip":"11223","ReferenceID":"FTL-43907129-85e9-490f-af1f-90fafbd64b4b","PostedDate":"\/Date(1765313696000)\/","Description":"Our client in the financial industry is seeking a temporary Receptionist to assist with the influx of customers during tax season. This person will be responsible for greeting clients, answering the phone, filing documents, scheduling appointments, etc. They must be able to fluently speak Spanish and English and comfortable coming onsite 6 days a week. This position will pay around $18/hr.Hours: Monday-Friday 2-7pm, Saturday 9-4pm (32 hours)We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.","Title":"Bilingual Receptionist","City":"New York","ExpirationDate":null,"PriorityOrder":0,"Requirements":"Bilingual (English \u0026 Spanish)Previous experience in an office management, administrative, or receptionist roleHigh school diploma or relevant work experienceAbility to maintain a positive attitudeExcellent communication skills","Skills":"","Industry":"Accounting","Country":"US","Division":"IT","Office":null,"IsRemoteJob":false,"IsInternalJob":false,"ExtraValues":null,"__RecordIndex":0,"__OrdinalPosition":0,"__Timestamp":0,"Status":null,"ApplicantCount":0,"SubmittalCount":0,"ApplicationToHireRatio":0,"JobDuration":null,"SalaryHigh":17.0000,"SalaryLow":13.6000,"PayRateOvertime":0,"PayRateStraight":0,"Filled":0,"RemainingOpenings":0,"TotalOpenings":0,"Visa":null,"ClearanceType":null,"IsClearanceRequired":false,"IsHealthcare":false,"IsRemote":false,"EndClient":null,"JobCreatedDate":"\/Date(-62135578800000)\/","JobModifiedDate":"\/Date(-62135578800000)\/"}
Our client in the financial industry is seeking a temporary Receptionist to assist with the influx of customers during tax season. This person will be responsible for greeting clients, answering the... phone, filing documents, scheduling appointments, etc. They must be able to fluently speak Spanish and English and comfortable coming onsite 6 days a week. This position will pay around $18/hr.Hours: Monday-Friday 2-7pm, Saturday 9-4pm (32 hours)We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
Dec 12, 2025
Anaheim, CA
|
Accounting
|
Perm
|
$75k - $100k (estimate)
{"JobID":475772,"JobType":["Perm"],"EmployerID":null,"Location":{"Latitude":-117.73,"Longitude":33.84,"Distance":null},"State":"California","Zip":"92808","ReferenceID":"OCC-3ea081bf-88f5-4fb6-b360-2b532c7b466f","PostedDate":"\/Date(1765582084000)\/","Description":"Our client is seeking an Asset Manager to join their team! The Asset Manager will implement the firm\u0027s strategy to maximize value, provide regular reporting to senior management, and analyze loan performance. They will execute loss mitigation workouts and settlements, oversee foreclosure, bankruptcy, and litigation processes, and ensure compliance with regulatory policies. Additionally, they will develop efficient processes and technology solutions to enhance operational efficiency and cost-effectiveness. This is a permanent position working 5x a week on-site in Anaheim, CA. The base salary for this position is $75,000 - 110,000.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.","Title":"Asset Manager (5x Onsite Anaheim, CA)","City":"Anaheim","ExpirationDate":null,"PriorityOrder":0,"Requirements":"-7+ years of significant experience in residential real estate (asset management, loss mitigation, non-performing whole loan workouts, foreclosure, bankruptcy, and related litigation)? Bachelor?s degree in finance, real estate, or other such complementary degree; graduate degree preferred or equivalent work experience? Existing vendor relationships (i.e. servicer, attorney, title, compliance)? Understanding of financial markets/risk (market; liquidity; leverage; operational)? Understanding of mortgage fundamentals? Effective communication (oral \u0026 written) with employees, vendors, senior executives? Familiarity with finance and NPV modeling? Proficiency with Microsoft Excel, comfortable working with large subsets of data? Subject matter expertise: asset management, non-performing loans, all loan retention options (i.e. Modifications), all non-retention options (i.e. DILs), foreclosures, bankruptcy, related litigations, servicing oversight, state and federal (CFPB) compliance","Skills":"? Currently NMLS licensed or able to obtain","Industry":"Accounting","Country":"US","Division":"IT","Office":null,"IsRemoteJob":false,"IsInternalJob":false,"ExtraValues":null,"__RecordIndex":0,"__OrdinalPosition":0,"__Timestamp":0,"Status":null,"ApplicantCount":0,"SubmittalCount":0,"ApplicationToHireRatio":0,"JobDuration":null,"SalaryHigh":100000.0000,"SalaryLow":75000.0000,"PayRateOvertime":0,"PayRateStraight":0,"Filled":0,"RemainingOpenings":0,"TotalOpenings":0,"Visa":null,"ClearanceType":null,"IsClearanceRequired":false,"IsHealthcare":false,"IsRemote":false,"EndClient":null,"JobCreatedDate":"\/Date(-62135578800000)\/","JobModifiedDate":"\/Date(-62135578800000)\/"}
Our client is seeking an Asset Manager to join their team! The Asset Manager will implement the firm's strategy to maximize value, provide regular reporting to senior management, and analyze loan... performance. They will execute loss mitigation workouts and settlements, oversee foreclosure, bankruptcy, and litigation processes, and ensure compliance with regulatory policies. Additionally, they will develop efficient processes and technology solutions to enhance operational efficiency and cost-effectiveness. This is a permanent position working 5x a week on-site in Anaheim, CA. The base salary for this position is $75,000 - 110,000.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
Oct 27, 2025
Burlington, VT
|
Accounting / Finance
|
Perm
|
$69k - $103k (estimate)
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Experience selling investments and providing financial plans? Demonstrates a commitment to being customer-centric by delivering legendary service during every customer interaction to maximize retention and growth? Ensures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents? Ability to partner and promote lead generation? Manages goals, prioritizes tasks and comfortable working in a fast paced environment? Ensures all new \u0026 existing clients are provided with a planning experience? Effectively implement a process to ensure every client receives an Annual Client Review (ACR) meeting with an enhanced agenda focused on the client?s overall wealth needs, as well as pro-active contacts? Serves as the primary point of contact for Wealth client relationships; manages all aspects of the client?s relationships with Bank and refers to Retail and Wealth partners \u0026 affiliates as needed? Implements and executes a differentiated service model/experience for Wealth clients? Meets quarterly and annual sales goals? Deepens wallet share by anticipating client needs and suggesting the most appropriate Wealth solutions. Maximizes profitability, while ensuring the client receives an exceptional client experience? Identifies opportunities within your portfolio and network to refer business to Retail and Small Business/Commercial Partners? Executes in thorough manner that is compliant with regulations, policies and procedures? Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.)? Ensures all Continuing Education requirements are attained? Responsible for understanding and adhering to Bank \u0026 Wealth Policies and Procedures? Responsible for implementing Customer Identification Program (CIP) by collecting and verifying required customer identification information, and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures? Uncovers client\u0027s asset and transitions higher threshold clients to appropriate HNW Wealth partners as needed? Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team? Provides coaching, Wealth referral training \u0026 on-going feedback to Retail and Small Business staff? Contributes individually, as a team member and as a mentor to new FAs, to ensure strong performance, collaboration and enthusiasm? Represents Wealth to the general public in a professional manner? Is involved in the community and support charity and community initiativesWe are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.","Title":"Financial Advisor","City":"Burlington","ExpirationDate":null,"PriorityOrder":0,"Requirements":"-4-year degree required or equivalent work experience-2+ years of selling investments \u0026 providing financial planning with a track record of success-In-depth knowledge of investment products and services -Required Registrations: SIE, Series 7 and Series 65/66 required ? if the TFA only has 65 they will be required to obtain a 63 or 66 within the Licensing \u0026 Registration Schedule-Required Life/Health Licenses or ability to obtain within Licensing \u0026 Registration Schedule","Skills":"","Industry":"Accounting / Finance","Country":"US","Division":"AF\u0026E","Office":null,"IsRemoteJob":false,"IsInternalJob":false,"ExtraValues":null,"__RecordIndex":0,"__OrdinalPosition":0,"__Timestamp":0,"Status":null,"ApplicantCount":0,"SubmittalCount":0,"ApplicationToHireRatio":0,"JobDuration":null,"SalaryHigh":102960.0000,"SalaryLow":68640.0000,"PayRateOvertime":0,"PayRateStraight":0,"Filled":0,"RemainingOpenings":0,"TotalOpenings":0,"Visa":null,"ClearanceType":null,"IsClearanceRequired":false,"IsHealthcare":false,"IsRemote":false,"EndClient":null,"JobCreatedDate":"\/Date(-62135578800000)\/","JobModifiedDate":"\/Date(-62135578800000)\/"}
The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management... solutions. A FA will need to leverage their experience to service the unique and complex needs of wealth clients by reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection. Depth & Scope:? Experience selling investments and providing financial plans? Demonstrates a commitment to being customer-centric by delivering legendary service during every customer interaction to maximize retention and growth? Ensures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents? Ability to partner and promote lead generation? Manages goals, prioritizes tasks and comfortable working in a fast paced environment? Ensures all new & existing clients are provided with a planning experience? Effectively implement a process to ensure every client receives an Annual Client Review (ACR) meeting with an enhanced agenda focused on the client?s overall wealth needs, as well as pro-active contacts? Serves as the primary point of contact for Wealth client relationships; manages all aspects of the client?s relationships with Bank and refers to Retail and Wealth partners & affiliates as needed? Implements and executes a differentiated service model/experience for Wealth clients? Meets quarterly and annual sales goals? Deepens wallet share by anticipating client needs and suggesting the most appropriate Wealth solutions. Maximizes profitability, while ensuring the client receives an exceptional client experience? Identifies opportunities within your portfolio and network to refer business to Retail and Small Business/Commercial Partners? Executes in thorough manner that is compliant with regulations, policies and procedures? Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.)? Ensures all Continuing Education requirements are attained? Responsible for understanding and adhering to Bank & Wealth Policies and Procedures? Responsible for implementing Customer Identification Program (CIP) by collecting and verifying required customer identification information, and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures? Uncovers client's asset and transitions higher threshold clients to appropriate HNW Wealth partners as needed? Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team? Provides coaching, Wealth referral training & on-going feedback to Retail and Small Business staff? Contributes individually, as a team member and as a mentor to new FAs, to ensure strong performance, collaboration and enthusiasm? Represents Wealth to the general public in a professional manner? Is involved in the community and support charity and community initiativesWe are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
Jul 10, 2024
North Canton, OH
|
Accounting
|
Contract-to-perm
|
$12 - $15 (hourly estimate)
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Insight Global is seeking a Revenue Specialist to join the current team on 13 revenue specialists to sit on site in Canton, Ohio. This position is heavily data entry driven and you will be doing this... every day. The Revenue Specialist will be responsible for the billing of shipments and the payment of company drivers. On a day to day, they will review supporting documentations and initiate the billing process, maintain established daily/weekly quotas for number of bills produced and create payroll for driver pay by the payroll closing deadlines. They will also be providing customer service and coordinating the flow of information to ensure timely billing of shipments.We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form. The EEOC "Know Your Rights" Poster is available here. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .