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Financial Representative

Brooklyn,NY

3522 Financial Representative jobs in Brooklyn,NY

New, Posted 1 day ago
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Tax Preparer – In-Store

Intuit

Jersey City, NJ 07308

~ 23 min OnsiteBilingual Preferred

  • Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws.
  • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.
  • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds
  • Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.
  • Familiarity with Circular 230
  • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week.
  • Must reside within the United States.
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Customer Service Rep Work From Home

Hire Standard Staffing

Brooklyn, NY

$120,000/yr
RemoteHealth Insurance

  • Must be a U.S. or Canadian citizen
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New, Posted 19 hours ago
ZipRecruiter

Associate, Payroll Operations

Vestwell

New York, NY 10025

New, Posted 19 hours ago
ZipRecruiter

Cleaning Operations Logistics Associate

Rinse

Brooklyn, NY 11237

$22/hr
Bilingual Preferred

Court Executive 1B / Assistant Finance Division Manager

New Jersey Courts

Elizabeth, NJ 07201

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Associate, Corporate Actions

BMO Financial

Jersey City, NJ 07305

Hybrid~ 23 minEducation AssistanceHealth InsuranceRetirement Benefit

  • Full understanding of end-to-end processing of the corporate action lifecycle, from announcement capture through to the final entitlement reconciliations
  • Daily liaison with trading desks, ops groups, accounts and institutional counterparties is needed to ensure the efficient processing of elections and entitlement setups
  • Daily monitoring and clearance of cash/stock reconciliations
  • Working with the team manager to fulfil year-end/mid-year reviews and individual goal setting
  • Able to adapt to future departmental projects. Projects include the integration of voluntary corporate actions processing into the new in-house entitlement tracking system (EnTrack) and the external vendor system.
  • Manage and monitor complex corporate action types that have a significant amount of risk associated.
  • Make independent decisions within established guidelines, procedures and Letter of Authority/authority levels in resolution/escalation of problems, including system, software and hardware failures.
  • Escalate all unresolved processing issues to the appropriate level, as the guidelines.
  • Develop initiatives to avoid repetition of operational issues.
  • Act as SME in Corporate Actions & Entitlements
  • Maintain key controls and review processes quarterly
  • Identify potential risk situations within the scope of work (e.g. risk assessments), make recommendations and/or escalate to senior management, where appropriate, and ensure contingency plans exist.
  • Contribute to the management of risk and minimize losses through monitoring and controlling various reports and taking appropriate actions, ensuring compliance requirements, audits and verifications are completed in accordance with Bank P&Ps.
  • 5+ years' experience in asset servicing
  • Minimum of 3 years' experience in a voluntary corporate actions' role
  • Within a Top/Mid-tier broker dealer or Bank
  • Strong AI proficiency with a demonstrated eagerness to learn and apply innovative solutions to enhance and optimize processes.
  • Undergraduate degree with a solid mathematics component, or an equivalent depth of knowledge via experience/training
  • Strong understanding of voluntary election arbitrage
  • Strong working knowledge of Canadian BPS, CDS, DTC and Microsoft office applications such as Excel
  • The ability to spot gaps, therefore risk, in the process, with the corresponding ability to provide workable solutions
  • A collaborative approach to working with teams in other geographical locations, for the running of BAU work as well as ongoing project work
  • Team player – We are a stable group with a high retention rate of engaged employees. This is to be fostered by following the group ethos of being candid, respecting others and showing diligence in all that we do
  • Solid understanding of business unit's risk and regulatory requirements
  • Work effectively with high volume of corporate action events that have deadline constraints
  • Project Management experience seeing implementations and integration of key systems.
  • System knowledge: BPS/ADP, Global One, Vendor Data sourced systems, IMatch, Global Frame Work, DTC, CDS/Okta and BNP Neolink, Co-Pilot-an asset
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VP; Securities/Prod Spec

Bank of America

New York, NY 10001

$275,000/yr

Financial Services Compliance Lead

Gusto

New York, NY 10001

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Loan Acquisition Specialist

OneMain Financial

West Orange, NJ 07052

~ 41 min OnsiteUrgently HiringBilingual PreferredEducation AssistanceHealth InsurancePaid Time OffRetirement Benefit

  • High School Diploma or GED
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Compliance Analyst (Hybrid- Newark, NJ)

Broadridge Financial Solutions

Newark, NJ 07102

General Manager

Daily Provisions

New York, NY 10001

Bilingual Preferred
  1. Brooklyn,NY Jobs
  2. →
  3. Financial Representative Jobs

What companies are hiring Financial Representative jobs in Brooklyn,NY?

  1. Intuit
  2. Hire Standard Staffing
  3. Vestwell
  4. Rinse
  5. New Jersey Courts
  6. BMO Financial
  7. Bank of America
  8. Gusto
  9. OneMain Financial
  10. Broadridge Financial Solutions
  11. Daily Provisions

What is the hourly salary range for Financial Representative jobs in Brooklyn,NY?

The hourly salary range is $22 - $22.

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