Jobot
Come join a well-established and prospering financial advisory firm that is growing!This Jobot Job is hosted by:
Katherine KrullAre you a fit? Easy Apply now by clicking the Quick Apply buttonand sending us your resume.
Salary:
$90,000 - $110,000 per yearA bit about us:
Come join a well-established and prospering financial advisory firm that is growing!Job Title:
AccountantJob Location:
Syosset, NYSalary:
Competitive compensationRequirements:
Experience working as an Accountant Series 27 FINRA license OR broker/dealer licenseWhy join us? For over 47 years, we've been focused on building and preserving our clients' assets.
Comprehensive family medical plan / 401K retirement planJob DetailsJob Details:
We are seeking a dynamic and experienced Accountant (Broker/Dealer/Series 27) to join our established finance team.
The ideal candidate will have a strong background in the finance industry, specifically in broker/dealer operations, and a profound understanding of accounting principles.
This role requires a proactive individual who can navigate the complexities of financial regulations, ensuring compliance, and managing financial risks.
Responsibilities:
1.
Manage and oversee all aspects of broker/dealer operations, including trade processing, clearance, and settlement.
2.
Prepare and review monthly, quarterly, and annual financial statements in accordance with GAAP.
3.
Conduct a thorough analysis of financial data to identify potential issues or discrepancies.
4.
Ensure compliance with all regulatory requirements, specifically those related to the Financial Industry Regulatory Authority (FINRA).
5.
Develop and implement effective financial strategies to optimize profitability and efficiency.
6.
Collaborate with internal and external auditors to facilitate reviews and audits.
7.
Maintain up-to-date knowledge of industry trends and changes in accounting regulations.
8.
Provide financial advice and guidance to the management team, supporting key business decisions.
9.
Develop and maintain strong relationships with clients, providing excellent customer service and resolving any issues promptly.
Requirements:
Experience working as an Accountant Series 27 FINRA license OR broker/dealer licenseThis is a fantastic opportunity for a seasoned Accountant with broker/dealer or Series 27 license experience to join a dynamic and forward-thinking team.
If you are passionate about finance, have a knack for numbers, and are driven by results, we would love to hear from you.
Interested in hearing more? Easy Apply now by clicking the Quick Apply button.
Benefits:
401K, Employee Events, Employee Referral Program, Flexible Schedules, Free Food and Coffee, Game Rooms, Life Insurance, Maternity/Paternity Paid Leave, Medical, Dental and Vision, On Site Cafeteria, Paid Holidays, Paid sick days, Parking , Performance bonus, Professional Development, Retirement / Pension Plans, Vacation/paid time off, Work From HomeAbout the Company:
Jobot Company Size:
500 to 999 employeesIndustry:
EducationFounded:
2018Website:
https:
//jobot.
com/.
Estimated Salary: $20 to $28 per hour based on qualifications.
Katherine KrullAre you a fit? Easy Apply now by clicking the Quick Apply buttonand sending us your resume.
Salary:
$90,000 - $110,000 per yearA bit about us:
Come join a well-established and prospering financial advisory firm that is growing!Job Title:
AccountantJob Location:
Syosset, NYSalary:
Competitive compensationRequirements:
Experience working as an Accountant Series 27 FINRA license OR broker/dealer licenseWhy join us? For over 47 years, we've been focused on building and preserving our clients' assets.
Comprehensive family medical plan / 401K retirement planJob DetailsJob Details:
We are seeking a dynamic and experienced Accountant (Broker/Dealer/Series 27) to join our established finance team.
The ideal candidate will have a strong background in the finance industry, specifically in broker/dealer operations, and a profound understanding of accounting principles.
This role requires a proactive individual who can navigate the complexities of financial regulations, ensuring compliance, and managing financial risks.
Responsibilities:
1.
Manage and oversee all aspects of broker/dealer operations, including trade processing, clearance, and settlement.
2.
Prepare and review monthly, quarterly, and annual financial statements in accordance with GAAP.
3.
Conduct a thorough analysis of financial data to identify potential issues or discrepancies.
4.
Ensure compliance with all regulatory requirements, specifically those related to the Financial Industry Regulatory Authority (FINRA).
5.
Develop and implement effective financial strategies to optimize profitability and efficiency.
6.
Collaborate with internal and external auditors to facilitate reviews and audits.
7.
Maintain up-to-date knowledge of industry trends and changes in accounting regulations.
8.
Provide financial advice and guidance to the management team, supporting key business decisions.
9.
Develop and maintain strong relationships with clients, providing excellent customer service and resolving any issues promptly.
Requirements:
Experience working as an Accountant Series 27 FINRA license OR broker/dealer licenseThis is a fantastic opportunity for a seasoned Accountant with broker/dealer or Series 27 license experience to join a dynamic and forward-thinking team.
If you are passionate about finance, have a knack for numbers, and are driven by results, we would love to hear from you.
Interested in hearing more? Easy Apply now by clicking the Quick Apply button.
Benefits:
401K, Employee Events, Employee Referral Program, Flexible Schedules, Free Food and Coffee, Game Rooms, Life Insurance, Maternity/Paternity Paid Leave, Medical, Dental and Vision, On Site Cafeteria, Paid Holidays, Paid sick days, Parking , Performance bonus, Professional Development, Retirement / Pension Plans, Vacation/paid time off, Work From HomeAbout the Company:
Jobot Company Size:
500 to 999 employeesIndustry:
EducationFounded:
2018Website:
https:
//jobot.
com/.
Estimated Salary: $20 to $28 per hour based on qualifications.
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