Hybrid IFA Administrator - Client Service & Compliance
Allscreens Nationwide Ltd
Allscreens Nationwide Ltd's client, a well-established independent financial planning business, is recruiting an experienced IFA Administrator to join their Broadway office on a full-time, permanent basis. The role offers a hybrid working model with the option to work from their central Gloucester hub if preferred. Working alongside Financial Advisers, you will process new business, maintain client records in Intelligent Office, prepare illustrations and documentation, liaise with clients and #J-18808-Ljbffr Allscreens Nationwide Ltd
£28k - £30k per year
Our client, a well-established independent financial... ...an experienced IFA Administrator to join their Broadway... ...The company offers a hybrid working model, with the... ...new business, client servicing and provider interactions... ...procedures and compliance standards. -Support the...SuggestedPermanent employmentFull timeWork at officeWork from homeMonday to Friday2 days per week$80k - $90k
...Tax Associate based in New York, NY, to support tax planning and compliance functions for high-net-worth individuals and families. The... ...tax returns and mentoring junior staff. The position offers a hybrid work model and a competitive salary range of $80,000 - $90,000....Suggested- ...Tax Senior Manager to join the Private Client Services (PCS) practice in New York. This role oversees... ...engagements, leads tax planning and compliance for ultra-high net worth individuals... ...tax expertise. The position offers a hybrid work model with flexible office locations...SuggestedPrivate practiceWork at officeFlexible hours
- ...seeking a Tax Manager to join its Private Client Services (PCS) practice in New York. This role... .... You will lead tax planning and compliance for individuals, partnerships, and corporations... ...relationships. The position follows a hybrid schedule with 3 days in the office and...SuggestedPrivate practiceWork at office
$149k - $170k
...Senior Manager, Agent Capabilities & Horizontal Operations Servicing Strategy (Hybrid) Capital One's Horizontal Servicing OSS (Operations... ...including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One...SuggestedFull timePart timeWork at officeLocal area3 days per week- ...Tax Manager to lead the Commercial Services team for middle‑market clients across manufacturing, distribution,... ...hospitality. You will oversee planning, compliance, and advisory engagements while... ..., and business development, with a hybrid work model and competitive...
$85.1k - $161.7k
...are the leading provider of professional services to the middle market globally, our purpose... ...in a world of change, empowering our clients and people to realize their full potential... ...proficiency in modeling Equity, Debt, and hybrid instruments as they relate to a transaction...Full timeWork experience placementInternshipLocal area$130k - $160k
...the RoleAt Equitable, we help clients secure their financial well-... ...working for a leading financial services company with an amazing and... ...culture! We offer a flexible hybrid office/remote work... ...Equitable is looking for a Portfolio Compliance Analyst to join our team. The...Full timeTemporary workWork at officeLocal areaRemote workFlexible hours2 days per week3 days per week- ...Associate for its Floral Park or New York locations. This is a full-time hybrid position focused on tax, accounting, audit, and advisory services. The role takes a hands-on approach with small-business clients, ensuring comprehensive service and support. Senior Associates at...Full time
$55k - $76k
...to education and training, curated technology, compliance support, community, and back-office and client support services. This is an opportunity to join a company on a... ...Analyst to join our growing investment team. This hybrid role blends day-to-day trading execution,...Full timeLive inImmediate startRemote work- ...billing lifecycle for attorneys, producing invoices, and ensuring compliance with client requirements. The ideal candidate will have at least 3 years... ...billing systems, and advanced organizational skills. A hybrid work schedule and competitive salary are offered,...
$76k - $107.5k
A leading law firm in New York is seeking a Client Accounting Specialist to manage client portfolios and ensure compliance with billing guidelines. The ideal candidate will... ...strong analytical skills. This role offers a hybrid working environment with a schedule of 40 hours...- ...the end-to-end e-billing process for client matters. The role involves... ...accurate submissions, timely payouts, and compliance with outside guidelines. Hybrid work model with regular on-site and... ...meet year-end deadlines. #J-18808-Ljbffr International Executive Service CorpsRemote work
- ...will collaborate with program staff, the Banking Team, and Fiscal Department to ensure accurate, timely invoicing and HIPAA compliance. Hybrid schedule and 35-hour work week, in-office and remote. A high school diploma and 2-5 years of experience in billing, with strong...Bank staffWork at officeRemote work
- ...Hedge FundSelling Points Drive impactful client service operations in a dynamic financial... ...onboarding, reporting, and regulatory compliance.Job DescriptionSMA Client Service Specialist... ...abilities essential.Ability to thrive in a hybrid work environment, balancing onsite and...Remote work
- ...National Bank in New York seeks a Trust Administration Officer II to manage personal trust... ...accurate administration. Role focuses on client relationships, account activity reviews... ...opportunities for professional development and compliance adherence. #J-18808-Ljbffr City...
- ...York City seeks a Payroll Analyst to process and validate payroll across multiple countries, ensuring compliance with local regulations and company policies in a hybrid workplace. You will manage tax, labor and statutory payroll requirements, reconcile data, investigate...Local area
$65k - $75k
...Enterprise Technology Services by maintaining secure... ...confidentiality and ensuring compliance with institutional... ...of five core units: Client Services, Network Services... ...Architecture and Administration (SAA), and Database Administration... ...is eligible for a hybrid schedule with an...Full timeWork at officeRemote workAfternoon shift- ## Senior Financial Planning Analyst - Hybrid - Somerset, NJApplylocations: Guest Worldwide... ...00The compensation range provided is in compliance with state specific laws. Factors that... ...why Sysco is at the heart of food and service.**AFFIRMATIVE ACTION STATEMENT:**Applicants...Contract workLocal areaWorldwide
- ...planning to completion, supervising staff and maintaining client relationships within the real estate practice. You... ...with managers and partners on issue resolutions and compliance with US GAAP. A strong client-service mindset and leadership are essential. #J-18808-...
- ...approvals, and monthly close. A solid background in fund accounting and experience with Financial Edge NXT/AvidXchange is preferred. Hybrid work arrangement offers 4 days in office and 1 day remote. The ideal candidate has 5-7 years in accounting, a bachelor’s in...Work at officeRemote work
$90k - $110k
Our client is a food & beverage company. They seek an Accounting Policy Associate to join... ...letter processes and support compliance with financial reporting controlsConduct... ...oriented and highly analyticalTagged as: Hybrid Remote/OfficeDate Posted:Posted on August...Work at officeRemote work- A financial services firm in New York is looking for a Financial Regulatory Reporting Associate... ...preparing regulatory reports in compliance with US GAAP and requires strong financial... ...in Big 4 firms. This position offers a hybrid working schedule with a mix of office and...Work at officeRemote work
- ...and leadership growth. Roles involve collaboration across teams, exposure to premium development, profitability analysis, and reporting. Hybrid work arrangement is available (3 days on-site per week) to balance learning and collaboration. #J-18808-Ljbffr New-York-LifeTraineeship3 days per week
- Munich Re America Services (MRAS) is seeking an ERM Actuary Sr to lead risk capital modeling, governance, and strategy for US P&C operations. Hybrid role based in NY/NJ region with travel 5-10%. You will translate complex quantitative insights for senior leadership and...
$60 - $75 per hour
...Performance Analyst (GIPS) to support performance reporting and GIPS compliance. The role involves enhancing composite structures, ensuring... ...and a solid understanding of GIPS standards. This is a hybrid position offering $60 - $75/hour based on experience. #J-18808-...- ...generation models in Python, SQL and Excel. The ideal candidate has 5+ years in actuarial pricing for P&C, FCAS or equivalent, and strong statistical skills. The role offers a hybrid work model and opportunities to influence pricing strategy. #J-18808-Ljbffr Socket.devWorldwide
- Hamilton is seeking a P&C Reinsurance Pricing Actuary based in Pennington, NJ with hybrid or remote work options. You will support Casualty pricing, profitability studies, and pricing model maintenance while collaborating with underwriting, claims and IT to deliver actionable...Remote job
$113k - $149k
...and have at least 4 years of quantitative analysis experience, along with a strong understanding of health insurance concepts. This position is hybrid and offers a competitive salary range of $113-149K. #J-18808-Ljbffr DW Simpson Global Actuarial & Analytics Recruitment- ...models, and collaborating across functions. The ideal candidate has a strong data science background along with at least 4 years of actuarial experience and proficiency in SQL and VBA. This full-time position offers a hybrid work environment. #J-18808-Ljbffr Acumen GroupFull time
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