KYC AVP
Top-Tier Bank is seeking a permanent KYC AVP! Responsibilities: Use strong communication skills (verbal and written) in order to on-board new clients to the bank and perform the necessary due diligence to ensure that potential new clients meet all the current KYC (Know Your Client) and AML (Anti Money Laundering) requirements, including OFAC/World Check Screening;…
KYC Periodic Review VP
Responsibilities: Responsible for full-cycle onboarding of new clients Responsible for collecting and review of AML and KYC documents in accordance with the current procedures Screen potential PEPs and sanctions alerts including negative news Analyze various account documents regarding clients Complete KYC for all new and existing clients Escalate risks and further Enhanced Due Diligence …
Receptionist
Top-Tier Investment Management Fund in Midtown, Manhattan is seeking a Receptionist / Administrative Assistant for a permanent position! Responsibilities: Answer calls and direct the caller to the appropriate employee. Greet and direct visitors to conference rooms and inform the appropriate employee of the visitor’s arrival in a timely manner. Assist the executive assistants with setting…
Senior Auditor
An established full service Accounting firm is seeking an Audit Manager! Responsibilities Oversee engagements in various industries Manage budgets for all engagements Effectively manage team members and communicate progress with Partners Provide excellent client experiences through active communication and effective execution of assignments Manage firm risk on audits and proposals Collaborate with Directors and…
Audit Manager
An established full service Accounting firm is seeking an Audit Manager! Responsibilities Oversee engagements in various industries Manage budgets for all engagements Effectively manage team members and communicate progress with Partners Provide excellent client experiences through active communication and effective execution of assignments Manage firm risk on audits and proposals Collaborate with Directors and Partners…
Investment Specialist
Top-Tier Investment Manager in Midtown is looking for multiple Internal Wholesalers! Responsibilities: Work with Regional Director to formulate and execute territory business plan. Work with digital media marketing Director to formulate and execute branding campaign Cultivate relationships with financial representatives via phone and email contact. Accommodate inbound sales and marketing calls Initiate outbound marketing phone…
EA to CEO
Top-Tier Investment Management firm is looking for an Executive Assistant for their CEO! Responsibilities: Manage CEO’s phoneline, determine priority call-back list, record detailed messages, and log calls. Provide sophisticated calendar management for CEO. Prioritize inquiries and requests while troubleshooting conflicts; make judgements and recommendations to ensure smooth day-to-day engagements. Arranges travel and meetings by developing…
PowerPoint Specialist
Top-Tier Investment Management firm in Midtown, Manhattan is seeking a Presentation Specialist for a permanent position! Responsibilities: Requires ensuring that all presentations effectively communicate information to external audiences in the most dynamic way possible. Format PowerPoint documents within brand guidelines on a quarterly basis Ensure all materials produced are using our branding style, format, and…
Channel Marketing Senior Associate (Intermediary & RIA)
Top-Tier Investment Management firm is looking for a permanent Marketing AVP! Responsibilities: Execute email marketing campaigns and assist in the planning and executions of call series, marketing support of conferences/events and assist in other initiatives such as, mailings, collateral maintenance and development, etc. Perform task such as routing SOWs, compiling analytics request, determining content for…
Entry Level Recruiter
We are looking for an Entry-Level Recruiter to join our fast growing company! Responsibilities Maintain and develop pipeline of eligible candidates for future open positions Conduct interviews via phone or in-person Qualify or reject candidates based on interview feedback and resume reviews Serve as contact person for questions from candidates Qualifications Bachelor's degree Effective communication…