Financial Coordinator Salary at Burke & Casserly Pc BETA

Summary As a Financial Consultant, you will collaborate with our current clients while simultaneously developing new relationships across various client types (such as high net worth individuals, endowments & foundations, businesses, and qualified plans). Our current investment services include: retirement planning/cash-flow modeling, estate plan reviews and recommendations, tax planning, and insurance advice. You will be part of an advisory team which will maintain regular contact with clients and ensure each client remains on track to achieving their unique goals. This is a consultative sales role with an expectation to promote our advisory capabilities and investment solutions to grow our base over time. You will report to the Managing Director of Wealth Management and be based in Albany, NY. Responsibilities Work to establish a level of trust and confidence with our client to serve as the main advisor for their wealth management needs Discuss client investment goals with considerat

Job Title: IT PMO Portfolio Financial Analyst Location: Poughkeepsie, NY Duration: 6+ Months Job Summary: The IT PMO Portfolio Financial Analyst is responsible for providing financial analysis and support within the Project Management Office (PMO). This role involves managing and analyzing financial data related to IT projects and portfolios, ensuring alignment with organizational strategy, and supporting decision-making processes. The analyst will work closely with project managers, finance teams, and senior leadership to ensure accurate financial reporting and effective budget management. Key Responsibilities: Financial Analysis & Reporting: Conduct detailed financial analysis of IT project portfolios, including budgeting, forecasting, and variance analysis. Prepare and present financial reports to senior management. Budget Management: Monitor and manage project budgets, ensuring alignment with financial goals and objectives. Identify and address any financial risks or issues. Portfo

The Treasury Team is responsible for the development, implementation, research, and review of treasury and compliance processes for transaction requests and other items created on behalf of our clients. This includes staying current with industry regulations and standards. This position is fast-paced, high volume and team oriented. The individual’s primary responsibility will be to accurately prepare wires, ACH and check payments. Assisting in the review of transactions prepared by other teammates. Advising on electronic payment and banking platform application questions, and assist with training and updates for treasury procedures. An ability to professionally and confidently advise colleagues on processes is required. Projects and ad hoc tasks will be assigned to this position as needed. Responsibilities: Prepare transactions including investment wires, vendor ACHs and checks on multiple banking platforms Process bulk investor wire payment files Obtain and demonstrate thorough unders

Powerwell is a leading recruitment firm helping our clients discover top talent. Our client is a premier investment firm who is based in New York who serves a broad spectrum of clients including individual investors, financial advisors, Taft-Hartley plans, small businesses, institutions of all sizes, and non-profits. SUMMARY: As a Financial Consultant, you will collaborate with our current clients while simultaneously developing new relationships across various client types (such as high net worth individuals, endowments & foundations, businesses, and qualified plans). Our client's current investment services include: retirement planning/cash-flow modeling, estate plan reviews and recommendations, tax planning, and insurance advice. You will be part of an advisory team which will maintain regular contact with clients and ensure each client remains on track to achieving their unique goals. This is a consultative sales role with an expectation to promote our advisory capabilities and inv

🔹 We Are Hiring! 🔹 Job Title: Financial Analyst Junior Industry: Financial Services Location: Cohoes, NY (On-site) Start Date: Minimum 2 weeks after offer acceptance Contract: 12 months (Possible Extension/Perm) Pay Rate: $21.00 - $21.63/hour 🔹Job Description: We are seeking an organized and detail-oriented Financial Analyst Junior to manage client requests, ensure proper documentation, and conduct quality reviews. The role involves working across multiple systems, coordinating tasks, and collaborating with teams to resolve issues and answer policy-related questions. Responsibilities: Review and approve client requests, ensuring compliance with policies. Coordinate team tasks and provide support on special projects. Perform quality reviews of team members’ work. Apply business judgment to identify and escalate unusual activities. Requirements: Bachelor's degree required: concentration in Business, Finance, or Accounting. Proficiency in MS Office (Excel, PowerPoint, Word, Outlook). S

Job Title: Jr. Financial Analyst Industry: Financial Services Location: Cohoes, NY (On-site) Hourly Rate: $21-22/hour Contract: 12-month contract with potential extension or permanent position Job Overview: We're looking for a Jr. Analyst to join one of our top clients in the financial industry. In this fast-paced role, you'll support financial counseling, review client requests, and ensure compliance with policies. This is a great opportunity to gain hands-on experience in a collaborative, team-oriented environment! Key Responsibilities: Review and approve client requests for compliance and authorization. Coordinate and process team tasks as needed. Conduct quality checks and ensure data accuracy. Collaborate with teams to resolve issues and answer questions. Work on special projects and follow company policies. Requirements: Proficiency in MS Office (Excel, PowerPoint, Word, Outlook). Bachelor's degree in Finance, Economics, Business or related field is highly preferred Excellent com

Job Title: Jr. Financial Analyst Industry: Financial Services Location: Cohoes, NY (On-site) Hourly Rate: $21-22/hour Contract: 12-month contract with potential for extension or permanent hire Job Summary: We are looking for a Jr. Financial Analyst to join a leading financial services firm. This role offers a great opportunity to develop your skills in financial counseling, client request review, and compliance monitoring. If you thrive in a fast-paced, collaborative environment, this is the perfect chance to gain hands-on experience and grow your career. Key Responsibilities: Evaluate and approve client requests, ensuring adherence to company policies. Assist with coordinating and processing daily tasks to support team operations. Perform data validation and quality checks to maintain accuracy. Collaborate with internal teams to troubleshoot issues and address inquiries. Contribute to special projects and uphold company standards. Qualifications: Proficiency in Microsoft Office Suite

MORE ABOUT THIS JOB: Consumer and Wealth Management (CWM) Across Consumer and Wealth Management (CWM), Goldman Sachs helps empower clients and customers around the world reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for consumers to better spend, borrow, invest, and save. Across CWM, our growth is driven by a relentless focus on our people, our clients and leading-edge technology, data and design. AYCO Goldman Sachs Ayco Personal Financial Management partners with Fortune 1000 companies to design and implement tailored financial planning programs for their workforceleveraging the 50-year heritage of Ayco and the comprehensive resources of Goldman