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Title Location Compensation Date/Time
Part-Time Staff Accounting & Records Processing (Bethesda, MD) Bethesda, MD DOE- PLEASE SPECIFY DESIRED SALARY 2009-06-19 11:32AM
We are an entrepreneurial niche national commercial finance firm seeking a Part-Time Staff Accounting & Records Processing Associate to join our dedicated team in Bethesda, MD. The ideal candidate will have some accounting/finance/business background, exceptional attention to detail and organizational skills, and experience with Microsoft Office and QuickBooks. The position offers flexible day-time hours, competitive compensation, and a dynamic work environment and staff.Specific Responsibilities:The primary responsibilities of the Staff Accounting & Records Processing Associate will be to manage the records processing and compliance processes of our firm’s operations and to perform certain accounting and administrative duties, including, but not limited to:- Records processing for all phases of financing transactions- Management of records and archives- Sales and use tax payment/reporting- Management of correspondence and legal notices & bills- State and local licensing and registration/compliance- Management of security deposits receipt and disbursement- Assist in Accounts Payable process- Assist in QuickBooks bookkeeping- Assist in finance origination process- Assist in electronic payments process- Assist in collections processes - General office and infrastructure administrationQualifications:• Exceptional attention to detail.• Extremely well-organized, with proven ability to multi-task and prioritize effectively.• High level of accuracy in maintaining vital recordkeeping tasks.• Exceptional communication skills, both verbal and written. Superior interpersonal skills.• Proficient in Microsoft Office (Word, Outlook, Excel).• Knowledge of QuickBooks accounting software.• Basic knowledge of bookkeeping.• Bachelor’s degree in Accounting, Finance or Business Administration preferred.We offer:• Flexible day-time hours; part-time.• Approx. 25-30 hours per week.• Business casual work environment.• Compensation: Paid hourly, DOE (please specify salary requirement).Applicants should send a resume and brief cover letter stating relevant work experience and salary requirement. We will only notify candidates we wish to interview. No calls please. Location: Bethesda, MD Compensation: DOE- PLEASE SPECIFY DESIRED SALARY This is a part-time job.Principals only. Recruiters, please dont contact this job poster.Please, no phone calls about this job!Please do not contact job poster about other services, products or commercial interests.
Sales Reporting Analyst Intern (Bethesda, MD) Bethesda, MD $15 per hour 2009-06-12 2:44PM
Position Summary: The Sales Reporting Analyst is responsible for maintaining and updating a database of investment advisors and distributing daily sales reports. Located in Bethesda, Md--ProFund Advisors. Essential Job Functions:(NOTE: These statements are intended to describe the general nature and level of work involved for this job. It is not an exhaustive list of all responsibilities, duties and skills required of this job. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.)1. Maintain and update broker/dealer database to identify all possible advisors and broker representatives 2. Enhancing operational efficiencies through automation, reporting production figures to Sales and tracking performance thresholds.3. Responsible for developing and fostering relationships with the back office of financial intermediary partners. 4. Act as liaison between Sales and the transfer agent5. Develop asset and production reports by region and channel6. Scope and impact of sales efforts in order to better prepare service and support areas 7. Maintain and foster a beneficial working relationship the back office of financial intermediaries8. Assists the Business Intelligence group with a variety of data quality analysis & auditing activities. Education and Experience:1. Working towards a four year college degree with Business, Finance or Economics concentration2. Prior related project management experience Location: Bethesda, MD Compensation: $15 per hour This is a part-time job. This is an internship jobPrincipals only. Recruiters, please dont contact this job poster.Please, no phone calls about this job!Please do not contact job poster about other services, products or commercial interests.
Bookkeeper Wanted (Bethesda) Bethesda tbd 2009-06-04 4:24PM
Please do not call or respond to this ad through email. To apply, please fill out our online application: http://enrichmentcenters.com/applyonlineFull-charge bookkeeper wanted.Applicant may work full or part-time (either days or evenings, if desired.) The applicant must be honest, reliable, organized, intelligent, with mature judgment. Must have Quickbooks experience!The bookeeper/accountant will be responsible for maintaining the general ledger for the organization and helping prepare financial statements. He/she will ensure that all assets, liabilities, revenue and expense accounts are reconciled on a monthly basis, and will be responsible for payroll accounts. He/she will process and bill clients on a monthly basis, prepare and submit bi-monthly payroll, and assist with annual budget preparation. ADDITIONAL RESPONSIBILITIES: -Review and enter monthly expenses -Review reconciliation of accounts payable and A/P aging schedules each month. -Prepare bank reconciliation -Prepare and submit tax forms and report to IRS -Update general bookeeping system -Acts as liaison with QuickBooks software vendor-Review monthly employee/contractor time sheets We are a busy, in-home, non-smoking office in Bethesda, MD, very near to DC and VA. We operate a privately-owned educational corporation, as well as a private practice of psychotherapy. We are located 2 miles from I-495 in Bethesda, MD, off MacArthur Boulevard, between Sibley Hospital in DC and Glen Echo in MD. Location: Bethesda Compensation: tbdPrincipals only. Recruiters, please dont contact this job poster.Please, no phone calls about this job!Please do not contact job poster about other services, products or commercial interests.
Full Charge Bookkeeper (Bethesda) Bethesda Negotiable 2009-06-04 11:22AM
Bethesda Title Company is seeking a Full Charge Bookkeeper.Requirements include:• A/P & A/R;• Good, Solid understanding of basic accounting skills;• Detail Oriented;• General Ledger Knowledge required;• Good focus & concentration skills;• Must be willing to take licensing classes to obtain Title License (2 day workshop & test);• Must have prior Bookkeeper experience.Responsibilities include but are not limited to AP, AR, General Ledger, Monthly Closing, P&L.We offer great benefits, pleasant work environment and our office is close to the Bethesda Metro. Email resume AND salary requirements to resumesrosenberg@rosenberg-assoc.com. Resumes received without salary requirements will not be considered. Location: Bethesda Compensation: NegotiablePrincipals only. Recruiters, please dont contact this job poster.Please, no phone calls about this job!Please do not contact job poster about other services, products or commercial interests.
Registered Sales Assistant (Bethesda) Bethesda Salary, Commission, Bonus 2009-05-22 1:23PM
Great opportunity for the right individual! Registered SalesAssistant with three years of progressive experience to work with Executive Senior Level Advisor of an Independent Financial Planning Firm. Ideal candidate will have Series 7, 63, and 65 (or 66) plus Insurance Licenses for DC, MD and VA (or willing to obtain within the first 90 days of employment).Responsibilities of this position include, but are not limited to the following:• Schedule appointments with clients, independent and joint meetings with Senior Advisor• Travel independently or with Senior Advisor to Client Appointments (local area only)• Respond to Client Inquiries• Actively participate/present at scheduled Seminars and Marketing Events• Generate new leads by developing and implementing new marketing plan • Follow up with warm leads• Provide Financial Planning Advice and Assistance to Clients as needed• Administrative Support to Senior Advisor• Research• Prepare and perform account reviews with clients, one on one or with Senior Advisor • Ability to achieve monthly, quarterly, and annual goalsCandidate must be a self-starter, eager to succeed and have a passion for working in the financial services industry. Candidate must also be an aggressive individual willing to go the extra mile and be extremely goal oriented. Professional & Sharp appearance mandatory. Pleasant demeanor a must. ***Will consider a new broker that has completed a structured education and sales training school*** Our company has to offer:Great Work Environment in a new contemporary facility. Excellent Administrative and Back office support staff. Competitive salary with bonuses and commission schedule.Unlimited growth potential. Marketing and continuing education allowances provided. Medical, DI, Dental, Life Insurance and Vision plans available as well as a 401K plan. Established Financial Advisors or Insurance Agents are encouraged to apply. Location: Bethesda Compensation: Salary, Commission, BonusPrincipals only. Recruiters, please dont contact this job poster.Please, no phone calls about this job!Please do not contact job poster about other services, products or commercial interests.
Financial Planner/Advisor (Bethesda) Bethesda Salary will commensurate with experience. 100K+ Potential 2009-05-22 1:14PM
Job Description: Financial Planner/AdvisorWe are seeking highly motivated individuals with licenses and experience in the Insurance and Security Sales Market.Are you a Financial Services Representative that is looking for an independent firm that has a large client base to service, grow and expand with? Perhaps you have the expertise but are seeking a company that can help develop more comprehension sales and financial planning strategies with, or have the desire to build your own client base in the future but never seem to have enough people to talk to. CAMG offers seasoned sales professionals, as well as entry level sales professionals the following:A. A uniquely successful proven financial planning process that provides an average $30,000 of revenue per financial planB. An independent approach without any pre-established product sales C. Competitive payouts based on sales achieved; up to 80% for securities and 100% for insurance productsD. An entry level job position for those reps trying to build their own client base with a base salary and competitive bonus structureWe are committed to building opportunities for our affiliated representatives to become partners and owners of their future. We are looking for:- Bachelor’s Degree or equivalent related work experience- 1 – 3 years industry sales experience in either the life insurance securities or financial planning arena- Relevant securities and insurance licensesTo be successful in this position you must possess and effectively demonstrate the following skills:- The ability to quickly learn and adapt to a variety of circumstances and understand a multitude of financial products- Excellent communication skills- Independent Worker – ability to work with limited supervision- Build customer loyalty- Initiate action- Excellent time management skills- Highly motivated and goal orientedHours:Financial Advisors typically set their own schedule or will work side by side with an established Financial Principle of the firm. The hours you work, which can be flexible, depend on the number of clients serviced for true success. Some work is needed in the evenings and possibly some weekend hours. Location: Bethesda Compensation: Salary will commensurate with experience. 100K+ Potential Principals only. Recruiters, please dont contact this job poster.Please, no phone calls about this job!Please do not contact job poster about other services, products or commercial interests.
ACCOUNTS PAYABLE PROFESSIONAL (Bethesda, MD) Bethesda, MD 2009-01-19 4:13PM
Small, entrepreneurially-spirited organization is seeking an Accounts Payable professional to perform accounts payable and accounts receivable activity within Accounting Department, reporting to Assistant Controller. Degree in Accounting or Finance or equivalent work experience, plus 2 years experience in a professional work setting required. We offer excellent benefits, including paid parking in downtown Bethesda, or metro reimbursement. Please send resume, plus salary requirements if interested.