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2 Days AgoSaved
In-Office or Remote
12 Locations
61K-82K Annually
Mid level
61K-82K Annually
Mid level
Fintech • Software • Financial Services
Manage the Plan Document process, creating and amending documents while ensuring compliance and consistency across plans. Collaborate on cross-functional projects when needed.
Top Skills: Asc Plan Document SystemDgem Document Generation Platform
3 Days AgoSaved
In-Office
Norwich, NY, USA
18-24
Junior
18-24
Junior
Fintech • Software • Financial Services
Perform routine accounting functions, assist with metrics validation, and support team projects while ensuring accuracy and efficiency in workflows.
Top Skills: MS OfficeExcel
Reposted 3 Days AgoSaved
In-Office
Poughkeepsie, NY, USA
33K-220K
Junior
33K-220K
Junior
Fintech • Software • Financial Services
As an Inside Mortgage Originator, you'll drive mortgage applications, develop business plans, maintain referral networks, and manage documentation processes while meeting sales targets.
Top Skills: ExcelMicrosoft Office - WordOutlookPowerPoint
Reposted 3 Days AgoSaved
In-Office
Vestal, NY, USA
52K-210K
Junior
52K-210K
Junior
Fintech • Software • Financial Services
This role involves interviewing clients to assess their investment needs, recommending financial products, managing client performance, and collaborating with branches on sales strategies.
Top Skills: Insurance ProductsInvestment ProductsMS OfficeSecurities Rules And Regulations
4 Days AgoSaved
In-Office
2 Locations
72K-96K Annually
Mid level
72K-96K Annually
Mid level
Fintech • Software • Financial Services
The IT Systems Administrator II is responsible for maintaining, upgrading, and securing systems hardware and software, ensuring system performance, data backup, and business recovery planning.
Top Skills: Linux OsMS OfficeMicrosoft OsVirtual Environments
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4 Days AgoSaved
In-Office
Norwich, NY, USA
69K-92K Annually
Mid level
69K-92K Annually
Mid level
Fintech • Software • Financial Services
Oversees team transactions, ensures regulatory compliance, trains staff, and analyzes workflows to meet service levels and departmental goals.
Top Skills: ExcelMicrosoft Word
Reposted 4 Days AgoSaved
In-Office
Norwich, NY, USA
18-21
Junior
18-21
Junior
Fintech • Software • Financial Services
The Operations Associate assists with agency management, document processing, data validation, and supports team performance metrics and quality standards.
Top Skills: MS Office
Reposted 6 Days AgoSaved
In-Office or Remote
4 Locations
19-25
Junior
19-25
Junior
Fintech • Software • Financial Services
Manage daily system-related tasks, ensuring quality and efficiency, while generating documentation and addressing production issues as needed.
Top Skills: MS OfficeSchwab Retirement Technologies
Reposted 7 Days AgoSaved
Remote
3 Locations
68K-110K Annually
Senior level
68K-110K Annually
Senior level
Fintech • Software • Financial Services
The Sales Consultant is responsible for client acquisition and relationship management, implementing sales strategies, and preparing proposals to drive company growth.
Top Skills: MS Office
Reposted 10 Days AgoSaved
In-Office
Williamsville, NY, USA
59K-520K
Mid level
59K-520K
Mid level
Fintech • Software • Financial Services
The Private Wealth Advisor interviews clients to determine investment needs, recommends solutions, monitors performance, and develops business plans to meet sales goals.
Top Skills: Finra Series 7Life Insurance LicensePc SkillsRegistered Investment Advisor (Ria)Series 63
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