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  • Administrative Assistant

    Core Financial Outsourcing 3.7company rating

    Core Financial Outsourcing job in Doylestown, PA

    Join us as an Administrative Assistant at Core Financial Outsourcing, Inc. , Inc. Core Financial Outsourcing, Inc. is dedicated to offering top-notch financial services with a commitment to excellence and integrity. We are currently looking for a talented and highly organized Administrative Assistant to join our team and contribute to our success. If you thrive in a dynamic environment and are passionate about supporting financial operations, we want to hear from you. Key Responsibilities Provide comprehensive administrative support to our financial management teams Handle invoices, expense claims, payroll, and other essential financial tasks efficiently Maintain meticulous digital records of all transactions and client documents Professionally manage phone calls, schedule appointments, and assist with client service requests Organize travel arrangements and manage orders for office supplies Qualifications Proven experience as an administrative or financial assistant is essential Exceptional organizational and multitasking abilities Proficiency in Microsoft Office and accounting software Excellent communication skills coupled with a strong customer service orientation A proactive approach with a keen eye for detail and a collaborative team spirit Desirable Skills Previous experience in the financial services industry is a plus Knowledge of bookkeeping and accounting principles A degree in finance, accounting, business administration, or a related field Why Work with Us? Competitive salary accompanied by performance-based bonuses Comprehensive health, dental, and vision insurance packages Access to a retirement savings plan with company match Opportunities for ongoing professional development and career progression Enjoy a supportive work environment that values collaboration and flexibility Be Part of Core Financial Outsourcing At Core Financial Outsourcing, we value diversity and strive to create an inclusive environment for all employees. Join us, where your skills and contributions are recognized and celebrated! Core Financial Outsourcing, Inc. is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive workplace.
    $30k-42k yearly est. 60d+ ago
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  • Talent Acquisition Manager

    Core Financial Outsourcing 3.7company rating

    Core Financial Outsourcing job in Doylestown, PA

    Salary: $65,000-$80,000 Job Type: Full-time, Direct Hire Core Financial Outsourcing is a bookkeeping, accounting, tax and consulting firm located in Doylestown, PA. We provide our services both onsite and virtually for a wide variety of clients with no particular focus on any one industry. What that means for our team is response for many different types of accounting tasks rather than just focusing on only one area of the whole accounting picture. We are seeking a proactive and detail-oriented In-House Recruiter to lead the recruitment cycle for all accounting roles within our organization. The ideal candidate will have a strong understanding of the accounting industry and profession, exceptional sourcing and relationship-building skills, and a passion for connecting top talent with meaningful career opportunities. This role will collaborate closely with our leadership team to identify staffing needs, design effective recruitment strategies, and ensure a positive candidate experience from initial contact through onboarding. Essential Functions and Responsibilities Manage the end-to-end recruitment process for accounting positions at all levels(e.g., Staff Accountant, Senior Accountant, Controller, etc.) Partner with leadership to understand role requirements, team goals, and desired candidate profiles Develop and implement targeted sourcing strategies, including use of job boards, LinkedIn, referrals, professional associations, and university networks Screen resumes, conduct initial interviews, and evaluate candidates for technical and cultural fit Coordinate interview scheduling, assessments, and feedback collection Maintain an active talent pipeline for current and future accounting openings Collaborate with Office Manager to streamline onboarding and ensure smooth transitions for new hires Education and Experience: Bachelor's degree in Human Resources, Business Administration, Accounting, or a related field 3-5 years of recruitment experience, ideally with a focus on accounting or finance roles (agency or in-house) Solid understanding of accounting functions, certifications (CPA, CMA, etc.), and industry-specific skill sets Proven ability to manage multiple requisitions and priorities in a fast-paced environment Excellent interpersonal, communication, and negotiation skills High attention to detail and a commitment to confidentiality and professionalism Compensation and Benefits: The expected pay range for this role is $65,000-$80,000per year and will be commensurate with factors such as relevant experience, skills, and qualifications Comprehensive benefits package including medical, dental, and vision with employer subsidy. Life insurance benefits are provided at no cost to the employee. Short and long term disability are available and are 100% employee paid. 401(k) Retirement plan with employer match Company paid holidays and paid vacation time off Work Environment: Schedule: Monday-Friday, 40 hours a week based on business requirements Opportunities for career advancement Regular team building events and company holiday parties Core Financial Outsourcing is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, disability, sex, sexual orientation, gender identity, or national origin. Nothing in this job posting should be construed as an offer or guarantee of employment. Why work here? When asked to describe our culture in one word, the top answer from our staff was "Flexible." We don't just talk about work/life balance here, we really mean it. We work really hard to ensure we deliver the highest quality of service for our clients but we value our free time too. We strive to create an office culture that feels laid back and cooperative and we make it a priority to bring our people together outside of the office as well so we can all put our work aside and just be ourselves. If you're looking to share your expertise and help a growth-oriented team bridge the gap between traditional bookkeepers and business owners, we may have just the perfect fit for you.
    $65k-80k yearly 50d ago
  • Travel Histology Technician - $1,742 per week

    GLC On-The-Go 4.4company rating

    Pittsburgh, PA job

    GLC On-The-Go is seeking a travel Histology Technologist for a travel job in Pittsburgh, Pennsylvania. Job Description & Requirements Specialty: Histology Technologist Discipline: Allied Health Professional Start Date: 01/19/2026 Duration: 13 weeks 36 hours per week Shift: 12 hours Employment Type: Travel GLC is hiring: Histology Tech Laboratory - Pittsburgh, PA - 13-week contract GLC - Named Best Nurse Agency 2024-2025 We connect nurses, nursing professionals, and allied health professionals like you to contracts that align with your skills, schedule, and career goals. About this Assignment Join the care team in Laboratory where you'll provide patient-centered care in a collaborative environment. Typical responsibilities include direct patient care, timely documentation, and coordination with the care team. Specific duties will be confirmed during your interview with a recruiter. Assignment Details Location: Pittsburgh, PA Assignment Length: 13 weeks Start Date: 01/19/2026 End Date: 04/18/2026 Pay Range: $1,568 - $1,742 Minimum Requirements Active license in Laboratory 1 year full-time Histology Tech, Laboratory experience within the last 2 years What you can expect from GLC Weekly on-time pay with direct deposit Transparent communication, clear assignment details, and recruiter support from start to finish - or extension Referral bonus up to $500 Health, dental, and vision insurance 401(k) plan Completion and signing bonuses may also be available Ready to move forward? Apply now and start your rewarding journey with GLC - a recruiter will connect quickly to review pay, start date, and assignment details so you can make the best decision for your next contract. GLC On-The-Go Job ID #484097. Pay package is based on 12 hour shifts and 36 hours per week (subject to confirmation) with tax-free stipend amount to be determined. Posted job title: Histotechnician Technician About GLC On-The-Go GLC is more than just a staffing agency - we're your trusted partner in finding travel, local, and PRN contracts that align with your career aspirations and lifestyle. We specialize in connecting travel nurses and allied healthcare professionals like you with opportunities in acute care, long-term care, behavioral health, and allied fields across the U.S. Our attentive and friendly recruiters are always just a call or text away, ready to guide you at every step, ensuring you feel valued and heard. We understand the unique needs of travel healthcare professionals, which is why we offer comprehensive benefits and 24/7 support. Join GLC, where our 20+ years of experience mean we know how to help you find the assignments that turn your career goals into reality. With us, it's not just a placement - it's your dream career made possible
    $1.6k-1.7k weekly 3d ago
  • Mortgage Loan Underwriter

    Peoples Security Bank & Trust 4.3company rating

    Bethlehem, PA job

    If you are looking for a great place to work, and reach your potential, look to Peoples Security Bank & Trust. We continue to grow and are always looking for the right people to join our team. #TeamPSBT Our Mortgage Loan Underwriters are responsible for performing administrative and underwriting duties to support the mortgage loan function; acquiring intricate knowledge of underwriting and selling guidelines, especially those associated with the secondary market; achieving goals as established in the Bank's business objectives; coordinating work within the department, as well as with other departments; complying with operating policies and procedures established for the mortgage loan function; communicating with appropriate personnel; maintaining appropriate records and providing assigned reports. Essential Duties: Performs administrative and underwriting duties to support the mortgage loan function of which the following are illustrative: Assists with pre-qualification underwriting and loan structuring. Performs of due diligence and underwriting once loans are under application. Verifies and reviews financial loan documents. Assesses borrower(s) credit worthiness. Processes and issues all required disclosures. Communicates changes in loan terms as necessary. Prepares recommendations for credit review committee or loan originators. Reviews loan documents for completeness. Assembles loan documents in loan file, including acceptance or denial and returns file to origination mortgage loan office. Notifies all required personnel of disposition of underwriting results. Performs credit analysis and approves mortgage loans within established lending authority. Maintains knowledge of FHA, VA, and USDA lending guidelines. Perform Administrative Compliance Reviews of subject property appraisals for completeness, accuracy, adequacy and validity in accordance with financial institution policy Maintains intricate knowledge of underwriting and selling guidelines, especially those associated with the secondary market. Ancillary Duties: Perform tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances. Benefits Offered to Peoples Security Bank Employees **Our College Tuition Reimbursement Benefit can help you achieve your long-term career and educational goals** Medical Plans Dental Plan Vision Plan Life Insurance Disability Insurance 401(K) Plan Paid Time Off Paid Holidays Paid Volunteer Time Off Employee Assistance Program Banking Classes Internal Advancement Opportunities Company Overview Community has and always will be our purpose. We were founded on the principle to be a bank that people can trust. We would not be where we are today without the dedication that our employees have had since we first opened our doors. Our values still hold true to this day, and we are making strides to continue to grow with our amazing team. We believe that operating with a core set of values will be integral to the success of Peoples Security Bank & Trust for our employees, customers, shareholders and communities. PEOPLE | Working together for a common good by engaging our customers and communities. SERVICE | Consistently deliver a safe, reliable and positive banking experience for our customers. BETTER | A commitment to excellence in every interaction. TRUST | Integrity, accountability, guidance, and support form the foundation for every customer engagement. We believe our team is what makes our organization successful. Hearing their stories show a path of growth and enrichment in their careers. Every single team member truly makes a difference within our company and we're grateful for each employee who chooses to work with us. Peoples Security Bank and Trust Company is an Equal Opportunity Employer Requirements: Education/Training: Associate degree or equivalent knowledge normally required; specialized bank education/training related to mortgage lending. Experience: A minimum of 5 years' related experience normally required. Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the essential job functions of this position, the employee is regularly required to sit, stand, talk, hear, walk, use hands and fingers, handle or feel objects, and reach with hands and arms. At times required to stoop, kneel, bend, crouch and lift up to 25 pounds. This position requires regular use of a computer.
    $46k-57k yearly est. 3d ago
  • Project Scheduler

    Blackrock Resources LLC 4.4company rating

    Canonsburg, PA job

    We are currently hiring a Project Scheduler for our client in the Canonsburg, PA area. The Project Scheduler is responsible for developing, maintaining, and analyzing detailed construction schedules to support the successful execution of electrical and multi-trade projects. This role works closely with Project Managers, Superintendents, and MEP trade partners to ensure schedules accurately reflect project scope, sequencing, and resource requirements across Data Center, Healthcare, and Light Industrial projects. The Project Scheduler will leverage scheduling and planning tools, including Assemble, to support schedule development, model-based planning, and coordination with project teams. Key Responsibilities Develop, maintain, and update detailed project schedules from pre-construction through project close-out Create baseline schedules, short-interval schedules, and look-ahead schedules to support field execution Utilize Assemble for model-based schedule planning, quantity takeoffs, and integration with project schedules Collaborate with Project Managers and Superintendents to align schedules with field means and methods Coordinate schedule activities with general contractors and other MEP trades in a multi-trade environment Track project progress, identify schedule variances, and analyze impacts to the critical path Prepare schedule updates, recovery plans, and mitigation strategies as required Support schedule coordination meetings and clearly communicate schedule changes to stakeholders Ensure schedules reflect procurement, fabrication, installation, testing, and commissioning activities Assist with change order evaluations and schedule impact analysis Maintain accurate scheduling documentation and reporting Required Qualifications Bachelor's degree in Construction Management, Engineering, or a related field or equivalent construction scheduling experience Minimum 3-5 years of construction scheduling experience, preferably in electrical or MEP construction Experience supporting Data Center, Healthcare, or Light Industrial projects preferred Proficiency with scheduling software such as Primavera P6 and/or Microsoft Project Experience using Assemble or similar model-based planning tools Strong understanding of construction sequencing and multi-trade coordination Ability to interpret construction drawings, specifications, and BIM models Strong analytical, organizational, and communication skills Preferred Qualifications Experience working for an electrical contractor or MEP subcontractor Familiarity with BIM-enabled scheduling, The Client planning, and model-based coordination Experience coordinating schedules with general contractors and owner representatives Knowledge of procurement planning and long-lead electrical equipment scheduling Experience supporting fast-track or design-build projects All interested candidates should send an updated MSWord resume to the email address provided.
    $81k-117k yearly est. 2d ago
  • Software Engineer Intern

    Northwest Bank 4.8company rating

    Warren, PA job

    Software Engineer Intern provides analytical and tier 2 technical support for business applications, creates and maintains documentation related to application support and implementation, and maintains application reliability by working to identify systemic issues through root cause analysis. ESSENTIAL FUNCTIONS: * Under direct supervision, support, install, troubleshoot, maintain and manage applications. * Test, implement, document, and maintain support FAQ's and solutions. * Triage support incidents and escalates high priority events to the appropriate groups. * Perform ongoing monitoring and health checks for applications. * Create automation solutions for support and maintenance tasks and activities. * Support and maintain applications and solutions using Visual Studio, .NET platform, SQL server, C#, or other equivalent languages/tools * Support and maintain solutions built on Microsoft SharePoint and Office 365. * Support and maintain enterprise content management solutions e.g. Fiserv Nautilus. * Support and maintain web applications using ASP.NET, JavaScript, HTML, CSS and other web technologies. * Support ETL solutions using SQL Server Integration Services (SSIS), SQL Server and other languages/tools. * Create and maintain architecture diagrams, design diagrams and data flow diagrams using Microsoft Visio or other equivalent tools. * Work with internal customers to assess business needs and works with a team to find solutions. * Create and maintain application documentation. * Analyze and improve the efficiency of various systems and services. * Help to define, record and execute application disaster recovery plans and procedures. * Work closely with tier 1 technical support teams and works as part of the tier 2 support team to ensure team is meeting the business' expectations. * Follow through to ensure each problem is resolved according to the established SLAs. * Work collaboratively with business users and other application development groups. * Complete and develop a working application that will be used by App Dev or NWB. QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Preferably a Junior or Senior in college. We are looking for undergraduate students, specifically junior and seniors. Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
    $40k-51k yearly est. 4d ago
  • Travel Radiologic Technologist - $2,074 per week

    GLC On-The-Go 4.4company rating

    Hanover, PA job

    GLC On-The-Go is seeking a travel Radiology Technologist for a travel job in Hanover, Pennsylvania. Job Description & Requirements Specialty: Radiology Technologist Discipline: Allied Health Professional Start Date: 02/02/2026 Duration: 13 weeks 36 hours per week Shift: 12 hours Employment Type: Travel GLC is hiring: RAD Tech Radiology - Hanover, PA - 13-week contract GLC - Named Best Nurse Agency 2024-2025 We connect nurses, nursing professionals, and allied health professionals like you to contracts that align with your skills, schedule, and career goals. About this Assignment Join the care team in Radiology where you'll provide patient-centered care in a collaborative environment. Typical responsibilities include direct patient care, timely documentation, and coordination with the care team. Specific duties will be confirmed during your interview with a recruiter. Assignment Details Location: Hanover, PA Assignment Length: 13 weeks Start Date: 02/02/2026 End Date: 05/02/2026 Pay Range: $1,867 - $2,074 Minimum Requirements Active license in Radiology 1 year full-time RAD Tech, Radiology experience within the last 2 years What you can expect from GLC Weekly on-time pay with direct deposit Transparent communication, clear assignment details, and recruiter support from start to finish - or extension Referral bonus up to $500 Health, dental, and vision insurance 401(k) plan Completion and signing bonuses may also be available Ready to move forward? Apply now and start your rewarding journey with GLC - a recruiter will connect quickly to review pay, start date, and assignment details so you can make the best decision for your next contract. GLC On-The-Go Job ID #488472. Pay package is based on 12 hour shifts and 36 hours per week (subject to confirmation) with tax-free stipend amount to be determined. Posted job title: Rad Tech Technologist About GLC On-The-Go GLC is more than just a staffing agency - we're your trusted partner in finding travel, local, and PRN contracts that align with your career aspirations and lifestyle. We specialize in connecting travel nurses and allied healthcare professionals like you with opportunities in acute care, long-term care, behavioral health, and allied fields across the U.S. Our attentive and friendly recruiters are always just a call or text away, ready to guide you at every step, ensuring you feel valued and heard. We understand the unique needs of travel healthcare professionals, which is why we offer comprehensive benefits and 24/7 support. Join GLC, where our 20+ years of experience mean we know how to help you find the assignments that turn your career goals into reality. With us, it's not just a placement - it's your dream career made possible
    $1.9k-2.1k weekly 3d ago
  • Travel Operating Room RN - $2,180 per week

    GLC On-The-Go 4.4company rating

    Johnstown, PA job

    GLC On-The-Go is seeking a travel nurse RN OR - Operating Room for a travel nursing job in Johnstown, Pennsylvania. Job Description & Requirements Specialty: OR - Operating Room Discipline: RN Duration: 13 weeks 36 hours per week Shift: 12 hours Employment Type: Travel GLC is hiring: RN Operating Room (OR) - Johnstown, PA - 13-week contract GLC - Named Best Nurse Agency 2024-2025 We connect nurses, nursing professionals, and allied health professionals like you to contracts that align with your skills, schedule, and career goals. About this Assignment Join the care team in Operating Room (OR) where you'll provide patient-centered care in a collaborative environment. Typical responsibilities include direct patient care, timely documentation, and coordination with the care team. Specific duties will be confirmed during your interview with a recruiter. Assignment Details Location: Johnstown, PA Assignment Length: 13 weeks Start Date: 02/02/2026 End Date: 05/04/2026 Pay Range: $1,962 - $2,180 Minimum Requirements Active license in Operating Room (OR) 1 year full-time RN, Operating Room (OR) experience within the last 2 years What you can expect from GLC Weekly on-time pay with direct deposit Transparent communication, clear assignment details, and recruiter support from start to finish - or extension Referral bonus up to $500 Health, dental, and vision insurance 401(k) plan Completion and signing bonuses may also be available Ready to move forward? Apply now and start your rewarding journey with GLC - a recruiter will connect quickly to review pay, start date, and assignment details so you can make the best decision for your next contract. GLC On-The-Go Job ID #488483. Pay package is based on 12 hour shifts and 36 hours per week (subject to confirmation) with tax-free stipend amount to be determined. Posted job title: LPNT East Travel - RN: OR (Varied Shifts) Conemaugh Memorial Medical Center; Johnstown, PA About GLC On-The-Go GLC is more than just a staffing agency - we're your trusted partner in finding travel, local, and PRN contracts that align with your career aspirations and lifestyle. We specialize in connecting travel nurses and allied healthcare professionals like you with opportunities in acute care, long-term care, behavioral health, and allied fields across the U.S. Our attentive and friendly recruiters are always just a call or text away, ready to guide you at every step, ensuring you feel valued and heard. We understand the unique needs of travel healthcare professionals, which is why we offer comprehensive benefits and 24/7 support. Join GLC, where our 20+ years of experience mean we know how to help you find the assignments that turn your career goals into reality. With us, it's not just a placement - it's your dream career made possible
    $2k-2.2k weekly 3d ago
  • Teller

    Diamond Credit Union 3.6company rating

    Birdsboro, PA job

    NO SATURDAY HOURS Are you stuck in your mundane Job with no growth opportunity? Are you looking to blend hard work and FUN? Diamond's culture is made up of a team of driven and passionate employees that care about helping others. When you work at Diamond, you will find that you can have more than just a job here, you can build your career. Diamond employees believe in doing more for our members and more for our community, which is what has helped make us one of the Best Places to work in PA for 10 consecutive years. See how your career can grow when you start working with Diamond Credit Union. Diamond Credit Union is looking for full-time Tellers who deliver an "All-Star" member experience to our friends and neighbors in the community. Our Tellers don't just work for a financial institution; they help make a difference in the community. All-Stars are team members who get recognized by our members for going above and beyond for them. All-Star Tellers are employees who make our members feel their experience was exceptional. Our Tellers are employees who believe in doing more for our members and more for our community. Position Summary: Teller efficiently handles members' financial transactions while providing exceptional service and identifying opportunities where Diamond can assist members in achieving their financial goals. Supervisory Responsibilities: No direct reports. Work Location: Assigned Branch location. Ability to travel between branch locations when needed. Essential Functions: Process daily member transactions in a prompt, accurate and efficient manner; these transactions include withdrawals and deposits, check cashing, transfers, advances of Credit Card and Line of Credit products, and redemption of saving bonds. Responsible for the operation and balancing of a teller drawer. Demonstrate an excellence in service; the ability to meet and exceed members' expectations, as well as providing the 'wow' member experience. Support branch development initiatives, execute assigned branch development tactics and meet individual goals. Effectively handle and resolve member complaints, conflicts, questions, and general inquiries pertaining to their account. Requirements Required Skills / Abilities: Demonstrated dedication to positive, member-focused service. Good interpersonal and communication skills to ensure member related issues are handled in a fair, consistent manner. Good organizational skills and attention to detail. Good technical skills and ability to work with multiple systems. Ability to be available at 8:30am M-F. Available to work until 5:15pm M-W, and on a rotation basis 7:15pm Th, 6:15pm Fri. Education / Experience: High school diploma or equivalent. One year of cash handling/customer service experience. Diamond Credit Union complies with all laws related to equal employment opportunity. It is the policy of the Credit Union to not discriminate against any employee or applicant because of sex (including gender identity, gender expression, sexual orientation, pregnancy, and pregnancy related decisions). Diamond Credit Union will not engage in any discriminatory employment practices based on race, color, religion, gender, age, national origin, ancestry, veteran status, disability, or any other characteristics protected by law.
    $23k-27k yearly est. 3d ago
  • Family Wealth Analyst

    Pitcairn Trust Company, LLC 3.8company rating

    Conshohocken, PA job

    Pitcairn's innovative Shared Single-Family Officeâ„¢ model provides unparalleled service to wealthy families and other family offices. Since the firm's founding in 1923, Pitcairn has helped ultra-high-net-worth families and its members navigate the individual, interpersonal, and institutional challenges that come with wealth. We understand multigenerational family wealth in a way that few other wealth advisory firms do. Our comprehensive family office services include investment advisory, tax, trust and estate planning, risk management, philanthropy, household-level financial services as well as family education and family governance support. PRIMARY FUNCTION : Participate as a member of a client segment group to support Relationship Managers in all aspects of the financial planning process for ultra-high net worth client families and single-family office clients. RESPONSIBILITIES : Assist Relationship Managers with comprehensive financial planning, including but not limited to: Financial - Prepare cash flow reports, balance sheets, and net worth statements; analyze the impact of various financial market return assumptions and spending rates on wealth projections. Investments - Implement and monitor client's asset allocation; perform trading and rebalancing analysis; initiate transactions for mutual funds, ETFs, and separately managed accounts, tax-loss harvesting and portfolio monitoring to meet cash needs. Tax - Coordinate the collection of income tax information, calculation and payment of taxes, and client requests for tax projections. Insurance - Examination of insurance needs (life, property & casualty, long-term care, excess liability, etc.) and coordination of implementation with the Family Office Insurance Administrator. Create reports and other client deliverables. Collaborate with Relationship Managers to generate custom content to meet the needs of complex client families. Review client fee calculations for accuracy and obtain the necessary approvals for asset specific fee exceptions. Ensure annual compliance review requirements are met for all accounts. Perform other duties as assigned for the efficient operation of the department. EDUCATION/EXPERIENCE : Bachelor's degree in accounting, finance, economics, or other social sciences field with a minimum of 2 years of experience in a client-focused professional services organization. Excellent computer skills (Microsoft Word, outlook, Excel, Power-Point) and familiarity with financial analysis applications. CERTIFICATIONS: N/A - Perfect opportunity for a candidate with the desire to obtain the CERTIFIED FINANCIAL PLANNERâ„¢ (CFP ) designation. DESIRABLE ATTRIBUTES : Successful candidates will possess a broad range of skills including: Strong interpersonal skills with excellent written and verbal communication. Clear potential to develop business acumen, including strong quantitative/qualitative analytical skills. Curiosity that lends itself to strategic thinking and creative problem solving. Self-motivated with a sense of curiosity, urgency, and accountability. Ability to influence and establish credibility, trust, and confidence with a range of clients/colleagues. Ability to work both as an individual and as a collaborative member of the team.
    $65k-93k yearly est. Auto-Apply 19d ago
  • Tax Manager

    Pitcairn Trust Company, LLC 3.8company rating

    Conshohocken, PA job

    Pitcairn's innovative Shared Single-Family Officeâ„¢ model provides unparalleled service to wealthy families and other family offices. Since the firm's founding in 1923, Pitcairn has helped ultra-high-net-worth families and its members navigate the individual, interpersonal, and institutional challenges that come with wealth. We understand multigenerational family wealth in a way that few other wealth advisory firms do. Our comprehensive family office services include investment advisory, tax, trust and estate planning, risk management, philanthropy, household-level financial services as well as family education and family governance support. We look for individuals who reflect our core values, excellence, collaboration, curiosity, innovation, and integrity. By bringing in talent aligned with these principles, we foster a workplace culture that drives continuous improvement and breakthrough solutions, while also supporting a healthy work-life balance. PRIMARY FUNCTION : The Tax Manager will coordinate and participate in the preparation, review, and filing of tax returns for our ultra-high-net-worth clients. The focus is on individuals and multi-generational families. The Tax Manager will play a pivotal role in driving tax efficiency, compliance, and strategic guidance while mentoring and developing talent within our small tax team. RESPONSIBILITIES : Lead all aspects of tax compliance, including preparing, reviewing, and filing tax returns, ensuring accuracy and timely submission (1040s, 709s, 1065s, ll20s, 990-PFs). Oversee and coordinate with the outsourcing partner responsible for preparing Fiduciary tax returns (1041s), ensuring the accurate collection and provision of external information necessary for the returns, including wash sale analysis, bond premium amortization, non-Fidelity account 1099s, and both internal and external partnership K-1s. Provide expert tax advice and guidance to clients and internal stakeholders on complex tax matters, including estate planning, wealth transfer, and investment structuring. Mentor and guide the tax team, providing support and professional development opportunities to foster growth and excellence. Contribute to the development and implementation of innovative tax strategies tailored to the unique needs of ultra-high-net-worth clients, considering both domestic and international tax implications. Collaborate with other departments, such as wealth management and legal, to integrate tax strategies into comprehensive wealth management plans for clients. Build and maintain strong relationships with clients, external tax advisors, and regulatory authorities to ensure effective communication and compliance. Drive continuous improvement initiatives within the tax function, leveraging technology and best practices to enhance efficiency and effectiveness. Prepare and present tax-related reports, analyses, and recommendations to senior management and clients as needed. Lead and manage special projects and initiatives related to tax planning, compliance, and risk management. Stay updated on changes in tax laws, regulations, and industry trends to proactively identify opportunities and risks for clients. Perform other duties as needed for the effective and successful operation of the team. EDUCATION/EXPERIENCE : Bachelor's degree in Accounting, Finance, or a related field; advanced degree (e.g., Master of Taxation, JD) preferred. Certified Public Accountant (CPA) certification required; additional certifications such as Certified Financial Planner (CFP) a plus. Minimum of 7+ years of progressive experience in tax planning and compliance,including serving ultra-high-net-worth clients. Strong technical expertise in tax law and regulations, including proficiency in complex tax concepts related to individuals, trusts, estates, and investment entities. Proven track record of developing and implementing innovative tax strategies to minimize tax liabilities and optimize financial outcomes for clients. Excellent leadership and management skills with the ability to inspire and motivate a team to deliver high-quality results. Proficiency in tax software and Microsoft Office suite; UltraTax experience preferred. experience with wealth management or accounting software preferred. DESIRABLE ATTRIBUTES : Successful candidates will possess a broad range of skills including: Naturally warm optimism and empathy. Deep curiosity that generates original ideas and industry-leading strategic thinking. Strong business acumen and strategic mindset, with a proven track record of driving growth. Strong analytical, problem-solving skills, organization, and project management skills. Excellent interpersonal and communication skills, both oral and written. Detail-oriented with a commitment to accuracy and integrity in all tax-related activities. Self-motivated with a sense of urgency, proactivity, and accountability. Ability to influence and establish credibility, trust, and confidence with internal/external stakeholders. Ability to work both as an individual and as a collaborative member of the team. Pitcairn is an Equal Opportunity Employer. All qualified applicants will be considered for employment without regard to their race, color, religion, ancestry, national origin, sex, gender identity, sexual orientation, age, disability, marital status, domestic partner status, status as a parent or medical condition. Pitcairn complies with applicable state and local laws governing non-discrimination in employment in every location in which the Company has facilities. As an investment advisor, employees of Pitcairn may be subject to certain limitations on personal investment activities.
    $74k-106k yearly est. Auto-Apply 46d ago
  • Travel Behavioral Health Registered Nurse - $1,930 per week

    GLC On-The-Go 4.4company rating

    Greensburg, PA job

    GLC On-The-Go is seeking a travel nurse RN Behavioral Health for a travel nursing job in Greensburg, Pennsylvania. Job Description & Requirements Specialty: Behavioral Health Discipline: RN 36 hours per week Shift: 12 hours Employment Type: Travel GLC On-The-Go Job ID #483745. Pay package is based on 12 hour shifts and 36 hours per week (subject to confirmation) with tax-free stipend amount to be determined. Posted job title: Behavioral Health Registered Nurse About GLC On-The-Go GLC is more than just a staffing agency - we're your trusted partner in finding travel, local, and PRN contracts that align with your career aspirations and lifestyle. We specialize in connecting travel nurses and allied healthcare professionals like you with opportunities in acute care, long-term care, behavioral health, and allied fields across the U.S. Our attentive and friendly recruiters are always just a call or text away, ready to guide you at every step, ensuring you feel valued and heard. We understand the unique needs of travel healthcare professionals, which is why we offer comprehensive benefits and 24/7 support. Join GLC, where our 20+ years of experience mean we know how to help you find the assignments that turn your career goals into reality. With us, it's not just a placement - it's your dream career made possible
    $65k-99k yearly est. 3d ago
  • Financial Accountant

    Pitcairn Trust Company, LLC 3.8company rating

    Conshohocken, PA job

    Pitcairn's innovative Shared Single-Family Officeâ„¢ model provides unparalleled service to wealthy families and other family offices. Since the firm's founding in 1923, Pitcairn has helped ultra-high-net-worth families and its members navigate the individual, interpersonal, and institutional challenges that come with wealth. We understand multigenerational family wealth in a way that few other wealth advisory firms do. Our comprehensive family office services include investment advisory, tax, trust and estate planning, risk management, philanthropy, household-level financial services, as well as family education and family governance support. Position Overview The Financial Accountant will primarily support revenue-related accounting and reporting activities across our client base. This role emphasizes accuracy in billing, revenue recognition, and client reporting while ensuring a seamless experience for families and advisors. The ideal candidate is detail-oriented, highly organized, and committed to maintaining the highest standards of professionalism and confidentiality. Key Responsibilities Prepare and process client billing, fee calculations, and revenue recognition in accordance with firm policies. Monitor and reconcile client accounts to ensure the timely collection of fees and the accuracy of payments. Support the preparation of revenue and financial performance reports for internal leadership and external clients. Partner with client service teams to review billing arrangements and ensure alignment with client agreements. Track and analyze revenue trends to support forecasting, budgeting, and decision-making. Assist with the preparation of client-level financial reporting packages. Maintain detailed records of billing adjustments, credits, and other revenue-related transactions. Collaborate with tax and finance teams to ensure accurate reporting and compliance. Contribute to process improvements in revenue management, billing, and reporting workflows. Qualifications Bachelor's degree in Accounting, Finance, or related field required. 1-3 years of accounting, billing, or revenue operations experience; family office, wealth management, or professional services background preferred. Strong Excel skills; experience with accounting or billing systems (e.g., QuickBooks, Sage Intacct, Addepar, or similar) is a plus. Strong understanding of revenue recognition principles and client billing practices. Excellent organizational skills with the ability to manage multiple deadlines. Strong communication skills with a client-service orientation. High level of discretion and professionalism in handling sensitive information. What We Offer Exposure to unique revenue structures and client arrangements within a multi-family office setting. A collaborative environment with opportunities for career development. Competitive compensation and benefits. The opportunity to contribute to meaningful work supporting the financial well-being of families. Pitcairn is an Equal Opportunity Employer. All qualified applicants will be considered for employment without regard to their race, color, religion, ancestry, national origin, sex, gender identity, sexual orientation, age, disability, marital status, domestic partner status, status as a parent or medical condition. Pitcairn complies with applicable state and local laws governing non-discrimination in employment in every location in which the Company has facilities. As an investment advisor, employees of Pitcairn may be subject to certain limitations on personal investment activities.
    $53k-71k yearly est. Auto-Apply 29d ago
  • Mortgage Loan Sales

    First National Bank of Pennsylvania 3.7company rating

    Berwyn, PA job

    Primary Office Location:30 Isabella Street. Pittsburgh, Pennsylvania. 15212.Join our team. Make a difference - for us and for your future. Mortgage Banking Consultant Business Unit: Mortgage Administration Reports to: Varies based on assignment Position Overview: This position is primarily responsible for originating residential mortgage loans through internal and external referral sources. Responsible for building and maintaining strong internal and external referral relationships, counseling mortgage customers around solutions to their lending needs, providing excellent customer service, and supporting all key channel initiatives and sales activities. ( Cross Sell Initiatives, External Sales Activities, Customer Satisfaction Results, and Loan Quality.) Responsible for meeting or exceeding personal production and strategic activity goals. Primary Responsibilities: Builds relationships with internal and external referral sources through key sales strategies and activities to achieve expected performance goals. Counsels customers on lending options and solutions to meet their needs. Supports and facilitates key banking partnerships. Provides excellent service and supports an outstanding customer mortgage experience. Effectively manages loan pipeline to meet key milestones such as delivering initial documentation, closing dates, rate expiration dates, pricing, and compliance related expectations. Provides feedback to management on process efficiencies, relationship processing performance, and overall customer experience for relationship processing partner. Assists with recruiting and hiring of support team members as needed. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: High School or GED Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 3 Skills Required to Perform the Primary Responsibilities of this Position: Excellent customer service skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Ability to use general office equipment Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Basic Level MS PowerPoint - Basic Level BS or BA degree preferred. Must possess a Nationwide Mortgage Licensing System and Registry identifier. Experience with Easylender, Uni-form and Genesis. Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: N/A Physical Requirements or Work Conditions Beyond Traditional Office Work: N/A Equal Employment Opportunity (EEO): It is the policy of FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace.
    $33k-48k yearly est. 3d ago
  • Accounting Manager

    Core Financial Outsourcing 3.7company rating

    Core Financial Outsourcing job in Doylestown, PA

    Join Our Team as an Accounting Manager About Us At Wimbush Associates, we're passionate about financial innovation and excellence. Located in the vibrant city of Doylestown, PA, we pride ourselves on offering top-notch financial solutions and exceptional career opportunities. As an inclusive firm that values diversity and encourages growth, we're looking for a driven and analytical Accounting Manager to join our dynamic team. Role Overview As our Accounting Manager, you will play a pivotal role in overseeing the financial operations of our firm. This mid-level position is perfect for a dedicated financial professional who thrives in a collaborative and fast-paced environment. You will be responsible for leading our accounting team to ensure seamless financial reporting and compliance with the highest standards. Key Responsibilities Manage and oversee daily accounting operations, including accounts payable, accounts receivable, and general ledger. Prepare and analyze financial statements, ensuring accuracy and compliance with regulations. Collaborate with department heads to forecast budgets and monitor expenses. Develop and implement internal controls and financial reporting processes. Lead and mentor a team of accounting professionals, fostering a positive and productive work environment. Assist in financial audits and provide necessary documentation and support. Qualifications Bachelor's degree in Accounting, Finance, or related field (required). CPA or equivalent certification (preferred). Minimum of 5 years of accounting experience, with at least 2 years in a managerial role. Proficient in accounting software and Microsoft Excel. Strong analytical skills and attention to detail. Excellent leadership and communication skills. Ability to work onsite in our Doylestown, PA office. Compensation and Benefits Comprehensive benefits package including medical, dental, and vision with employer subsidy. Life insurance benefits are provided at no cost to the employee. Short and long term disability are available and are 100% employee paid. 401(k) Retirement plan with employer match Company paid holidays and paid vacation time off How to Apply If you're ready to take your accounting career to the next level, we want to hear from you! Apply today and become a part our team here at Core Financial Outsourcing.
    $78k-111k yearly est. 60d+ ago
  • Client Strategy Associate

    Pitcairn Trust Company, LLC 3.8company rating

    Conshohocken, PA job

    Pitcairn's innovative Shared Single-Family Officeâ„¢ model provides unparalleled service to wealthy families and other family offices. Since the firm's founding in 1923, Pitcairn has helped ultra-high- net-worth families and its members navigate the individual, interpersonal, and institutional challenges that come with wealth. We understand multigenerational family wealth in a way that few other wealth advisory firms do. Our comprehensive family office services include investment advisory, tax, trust and estate planning, risk management, philanthropy, household-level financial services, as well as family education and family governance support. PRIMARY FUNCTION: The Client Strategy Associate partners closely with the Head of Client Strategy to support and advance Pitcairn's organic growth efforts. This role is designed to enable relationship-driven growth by supporting opportunity development, coordinating prospective client engagements, and ensuring disciplined execution across the firm's growth initiatives. Serving as a key connector across leadership, relationship management, marketing, and operations, the Client Strategy Associate helps translate growth strategy into thoughtful, high-quality execution, while ensuring a seamless, high-touch experience for prospective families and centers of influence. R ESPONSIBILITIES: Support the advancement of prospective client opportunities by tracking activity, next steps, and follow-through across the pipeline. Conduct initial reviews of prospective client materials (e.g., financial statements, tax returns, estate planning documents) to synthesize key facts, identify themes, and surface questions for internal discussion. Prepare briefing materials, background research, and meeting summaries for prospective client, intermediary, and internal growth meetings. Assist with the coordination of RFPs, pitch materials, and follow-up communications in collaboration with internal stakeholders. Coordinate meetings and communications with prospective families, advisors, and centers of influence, often involving senior leadership. Act as a point of coordination across internal teams to support timely responses, consistent messaging, and a cohesive prospect experience. Support content-led, event-driven, and relationship-based growth initiatives. Organize and maintain growth-related materials, including presentations, one-pagers, and strategic narratives. Partner with Marketing and Communications to ensure growth efforts align with Pitcairn's brand, voice, and positioning. Utilize CRM and related tools to support organization, visibility, and follow-through; this role is not responsible for system administration. Assist in preparing internal summaries, reporting, and updates related to organic growth activity. Provide flexible support across the Organic Growth team during periods of peak activity. Perform other duties as assigned to support the effective operation of the department. EDUCATION/EXPERIENCE: Bachelor's degree preferred and minimum 3 years of experience in business development, relationship management, consulting, financial services, or a related professional services environment Computer literate with strong working knowledge of MS Word, Excel, PowerPoint, Outlook, and SharePoint. Comfort working with CRM or similar tools to support organization and follow-through; deep technical expertise not required. Prior exposure to UHNW clients, family offices, or advisory environments desirable DESIRABLE ATTRIBUTES: Successful candidates will possess a broad range of skills including: Strong interpersonal skills and comfort interacting with senior leaders, clients, and external advisors. A preference for organization, structure, and disciplined follow-through. Intellectual curiosity and the ability to quickly understand complex client situations. A proactive, ownership-oriented mindset with the ability to anticipate needs and exceed expectations. Comfort operating across long, relationship-driven sales cycles and in environments with ambiguity. Consistency between words and actions. A working understanding of financial planning concepts, including asset allocation, tax considerations and assessments, and a high-level understanding of basic estate planning structures (e.g., trusts and beneficiary designations), sufficient to engage credibly in growth conversations and support prospective client discussions. Pitcairn is an Equal Opportunity Employer. All qualified applicants will be considered for employment without regard to their race, color, religion, ancestry, national origin, sex, gender identity, sexual orientation, age, disability, marital status, domestic partner status, status as a parent or medical condition. Pitcairn complies with applicable state and local laws governing non-discrimination in employment in every location in which the Company has facilities. As an investment advisor, employees of Pitcairn may be subject to certain limitations on personal investment activities.
    $34k-51k yearly est. Auto-Apply 12d ago
  • Associate Wealth Advisor

    Focus Financial Partners 4.1company rating

    Remote or Pittsburgh, PA job

    Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning. Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader. Primary Responsibilities Develop, revise, and present financial plans through planning software Knowledge of tax, estate, and insurance planning Develops a mastery of Focus Partners Wealth's (FPW) investment philosophy Create holistic investment strategy for each client, monitor risk tolerance over time as needed Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc. Mastery of technology stack offered, including CRM system and custodian websites Resource and collaboration with other Associate Wealth Advisors (AWAs) Ability to independently lead client communications and interactions Diligent recording of client communication and information within client relationship management platform Service as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service Complete client billing reviews and ensure compliance for the advisory team Engage in advisory team business planning efforts and actively support the firm's strategic priorities The ability to meet with clients in person. Some travel may be required Qualifications Bachelor's Degree Series 65 or equivalent within 120 days of employment 2+ years of financial service experience Strong interpersonal skills; team-orientated approach Knowledge of financial industry, financial products, and financial planning concepts Excellent analytical skills and attention to detail Clean U4 The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $75,000 - $85,000/year. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package. Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit ******************************* The following language is for US based roles only For California Applicants: Information on your California privacy rights can be found here For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability. For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901. For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.
    $75k-85k yearly Auto-Apply 60d+ ago
  • Travel Endoscopy Registered Nurse - $2,526 per week

    GLC On-The-Go 4.4company rating

    DuBois, PA job

    GLC On-The-Go is seeking a travel nurse RN Endoscopy for a travel nursing job in DuBois, Pennsylvania. Job Description & Requirements Specialty: Endoscopy Discipline: RN Duration: 13 weeks 40 hours per week Shift: 8 hours Employment Type: Travel GLC is hiring: RN Endoscopy - DuBois, PA - 13-week contract GLC - Named Best Nurse Agency 2024-2025 We connect nurses, nursing professionals, and allied health professionals like you to contracts that align with your skills, schedule, and career goals. About this Assignment Join the care team in Endoscopy where you'll provide patient-centered care in a collaborative environment. Typical responsibilities include direct patient care, timely documentation, and coordination with the care team. Specific duties will be confirmed during your interview with a recruiter. Assignment Details Location: DuBois, PA Assignment Length: 13 weeks Start Date: 02/02/2026 End Date: 05/04/2026 Pay Range: $2,274 - $2,526 Minimum Requirements Active license in Endoscopy 1 year full-time RN, Endoscopy experience within the last 2 years What you can expect from GLC Weekly on-time pay with direct deposit Transparent communication, clear assignment details, and recruiter support from start to finish - or extension Referral bonus up to $500 Health, dental, and vision insurance 401(k) plan Completion and signing bonuses may also be available Ready to move forward? Apply now and start your rewarding journey with GLC - a recruiter will connect quickly to review pay, start date, and assignment details so you can make the best decision for your next contract. GLC On-The-Go Job ID #487161. Pay package is based on 8 hour shifts and 40 hours per week (subject to confirmation) with tax-free stipend amount to be determined. Posted job title: Endoscopy Registered Nurse About GLC On-The-Go GLC is more than just a staffing agency - we're your trusted partner in finding travel, local, and PRN contracts that align with your career aspirations and lifestyle. We specialize in connecting travel nurses and allied healthcare professionals like you with opportunities in acute care, long-term care, behavioral health, and allied fields across the U.S. Our attentive and friendly recruiters are always just a call or text away, ready to guide you at every step, ensuring you feel valued and heard. We understand the unique needs of travel healthcare professionals, which is why we offer comprehensive benefits and 24/7 support. Join GLC, where our 20+ years of experience mean we know how to help you find the assignments that turn your career goals into reality. With us, it's not just a placement - it's your dream career made possible
    $2.3k-2.5k monthly 3d ago
  • Universal Banker

    Farmers National Bank of Canfield 4.7company rating

    Emlenton, PA job

    Responsible for opening, maintaining and closing various types of Bank accounts in an efficient and professional manner, as well as generating referrals (for new business opportunities), processing teller transactions and assisting other tellers on sales and referral techniques and opportunities, and providing excellent customer service. ESSENTIAL DUTIES AND RESPONSIBILITIES: Run a teller cash drawer to cover the daily needs of the branch staffing model Exercise authority to sign official checks, not to exceed $50,000 and complete teller overrides Accept and process the following transactions: savings, checking, and holiday savings accounts, loan payments, safe deposit box rental payments, tax deposits, and any withdrawals Accept checks for cashing according to FNB check handling procedures Sell money orders, official checks, and collect fees which may apply Ensure each teller balances daily, provide assistance to locate differences, ensure all differences are properly initialed and, if required, reported to the manager immediately Willingness to create a work environment conducive to superior customer service and teamwork Ensure the appearance of the teller area and personnel are organized and professional in accordance with bank policy, including dress code and cell phone usage policy Ensure vault cash is handled under dual control to include vault transactions, cash order and shipments, audits and the proper strapping and dating of currency denominations from tellers to Federal Reserve Ensure all negotiable instruments, safe deposit box records, and confidential records in the work area are properly secured each day. Assist customers with safe deposit box rentals in accordance with the FNB safe deposit box manual Responsible for ensuring dual control policies are known and followed by all staff members wherever dual control procedures are in place Authority to open and close the branch following proper security procedures Strong knowledge of daily branch, vault, and ATM operations Achieve personal/ individual daily sales referral goals in addition to assisting/coaching tellers to meet their individual daily sales referral goals Coordinate with branch manager regarding sales and service operations as needed Use effective communication skills in order to educate staff on changes in policy or new policies, procedures, and product knowledge Exercise sound judgment in resolving client and/or employee issues Maintain a strong knowledge of bank products and services and recognize opportunities to cross-sell bank products and services Make outbound sales calls to current and prospective clients Open new accounts, complete account maintenance, cross-sell products and discuss services available Prepare new account documents accurately and in a timely manner Serve as a Notary if properly credentialed Effectively complete all operational duties required on a weekly, monthly, and quarterly basis in accordance to bank policy Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money Laundering procedures. Maintain compliance with all appropriate rules and regulations. Regular, predictable attendance is an essential requirement of this position Complete all other duties as assigned EDUCATION AND/OR EXPERIENCE: High School diploma or General Education degree (GED) Minimum of one (1) year retail banking experience to include cash handling Previous supervisory and sales experience are highly preferred OTHER SKILLS AND ABILITIES: An above average teller with the ability to accept/give instructions, reasoning and problem-solving skills, and the desire to oversee and assist others Ability to prepare a cash order/manifest E-Verify is used to confirm the identity and employment eligibility of all newly hired employees. Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran Qualifications EducationHigh School (required) Skills Sales Experience (required) Cash Handling (required) Customer Service (required) Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $50k yearly 3d ago
  • Junior Accountant

    Core Financial Outsourcing 3.7company rating

    Core Financial Outsourcing job in Doylestown, PA

    Doylestown, PA Who We Are: We are not your average accounting firm! We are a bookkeeping, accounting, tax and consulting firm located in Doylestown, PA. We provide our services both onsite and virtually for a wide variety of clients with no particular focus on any one industry. What that means for our staff is responsibility for many different types of accounting tasks rather than just focusing on only one area of the whole accounting picture. It also means exposure to an assortment of clients which creates an awesome opportunity for learning and growth. Why Work Here? When asked to describe our culture in one word, the top answer from our staff was Flexible. We don't just talk about work/life balance here, we really mean it. We work really hard to ensure we deliver the highest quality of service for our clients but we value our free time too. We strive to create an office culture that feels laid back and cooperative and we make it a priority to bring our people together outside of the office as well so we can all put our work aside and just be ourselves. What We Offer: Competitive salary, health/dental/vision insurance, 401k plan Skills and Qualifications for this position: Bachelor's Degree in Accounting or Finance Relevant internship experience preferred but not required Experience using QuickBooks Desktop and QuickBooks Online a plus Proficient knowledge of Microsoft Office software, including Excel Ability to manage deadlines simultaneously Strong organizational skills and very detail oriented Ability to self-manage and work independently as well as part of a team Strong interpersonal and communication skills for interacting not only with our staff but with your clients as well Expectations of the Role: Our staff of accountants have a variety of responsibilities for multiple client engagements that include but are not limited to: AP and AR management G/L updates and maintenance Bank and account reconciliations Preparing adjusting journal entries Monthly Financial Statement preparation and distribution Financial Statement Analysis (Budget vs actuals, prior year comparisons, trends, etc.) Cash flow forecasting 1099 preparation Audit assistance and other special projects as needed Come join a fun, ambitious and energetic team! And check us out on Instagram @corefinancialoutsourcing to see what we've been up to!
    $40k-55k yearly est. 60d+ ago

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CORE Financial may also be known as or be related to CORE Financial and Core Financial.