Banking and Financial Services Jobs in Fort Washington, PA

Job Description

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• Preparation of various general ledger journal entries.
  
  

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• Prepare monthly reconciliations for accounts receivable.
  
  
• Prepare monthly or quarterly reconciliations for various other balance sheet accounts.
  
  
• Completion of cash collection schedules for all business written.
  
  
• Calculate state and line of business allocations for losses, premium taxes, commissions, and other expense accounts.
  
  
• Assist in the calculation and reporting of liability treaty reinsurance amounts.
  
  
• Process Concur payments for various Reinsurers.
  
  
• Prepare Ad-hoc reports in excel as needed.
  
  
• Prepare other reconciliations as assigned.
  
  
• Providing additional support with special projects or Audit requests.
  
  
• Demonstrate commitment to Company's Code of Business Conduct and Ethics, and apply knowledge of compliance policies and procedures, standards and laws applicable to job responsibilities in the performance of work.
  
  

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• Bachelor's degree in accounting/finance or equivalent insurance-related work experience is required.
  
  
• Minimum of one year experience in accounting/finance or related field.
  
  
• Strong verbal and written communication skills.
  
  
• Proven critical thinking skills that demonstrate analysis/judgment and sound decision making with focus on attention to detail and quality awareness.
  
  
• Strong organizational skills with the ability to work independently and deal with multiple tasks simultaneously.
  
  
• Strong computer skills, including 2010 Microsoft Office, as well as accounting/GL software (EAS preferred).
  
  

NRS offers customized solutions to asset managers and asset owners. We provide institutional transfer agency services, master trust and plan accounting, and fund-of-fund solutions. Founded in 1999, and a wholly owned subsidiary of Community Financial System, Inc. (NYSE:CBU),NRS administers over $1.4 trillion (USD) in assets to over 500 clients.

Founded in 2008, GTC is a Maine-based non-depository trust bank specializing in collective investment trusts (CITs), institutional trust services, and customized solutions for asset owners and managers. As a wholly owned subsidiary of Northeast Retirement Services LLC (NRS) and Community Financial System, Inc.(CFSI), GTC benefits from NRS's expertise in trust product administration, transfer agency, and fund-of-funds solutions.GTC's core focus is delivering ERISA and non-ERISA trust solutions exclusively for institutional clients, avoiding distractions like retail or private wealth management. Our expertise spans trustee services, asset management, transfer agency, and complex fund structures. GTC offers turnkey, client-branded products with advanced technology, customization, and strong distribution support. Our consultative approach, combined with deep operational expertise and flexibility, positions GTC as a trusted partner for sophisticated asset managers and asset owners globally across diverse asset classes.

GTC is looking for a VP, Investment Analyst, who will primarily support the firm's trust solutions functions. This role focuses on monitoring the firm's investment research and manager oversight efforts by monitoring global markets and risks, evaluating and tracking external investment managers, conducting multi-asset analysis, maintaining robust internal documentation and databases, and producing high-quality research tools, reports, and presentations. The Investment Analyst works closely with the CIO, Director of Research, and senior management to ensure alignment with the firm's fiduciary responsibilities and oversight role as trustee. This position demands an understanding of global capital markets, manager research processes, and multi-asset, multi-manager portfolio construction.

Job Functions

• Stay abreast of global market trends, regulatory developments, and emerging risks to adapt research priorities as needed.
• Help evaluate and manage ongoing relationships with outside investment management firms.
• Conduct regular monitoring and reporting on approved/core investment managers.
• Maintain internal databases on outside investment management firms to facilitate the flow of information across the firm.
• Ensure proper documentation on approved/core managers.
• Participate in the collection, analysis, and interpretation of complex data on a variety of investment classes, including equities, fixed income, alternatives, and real assets.
• Help drive the development of proprietary research tools, frameworks, and models for evaluating investments and asset allocations.
• Produce research notes, commentaries, and presentations with a focus on accuracy, clarity, and timeliness.
• Embrace a culture of continuous improvement and innovation within the research team.
• Maintain proficient knowledge of and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all job-specific training requirements in a timely fashion.

Requirements

• Solid academic and working knowledge of the financial/investment industry; working toward CFA designation preferred.
• 3+ years of experience in investment research.
• Understanding of global capital markets, investment vehicles, and manager research processes
• Strong analytical skills with experience in quantitative and qualitative research methodologies.
• Solid written and verbal communication skills.
• Strong time management, organizational, and interpersonal skills, with the ability to work effectively both independently and as part of a team.
• All applicants must be 18 years of age or older.

Hours: 40hours/week

Compensation:Base salarycommensurate with experience.In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

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 job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.

NewLane Finance is a commercial equipment finance company, serving small and mid-size businesses nationwide. Our mantra is "business lending done right", and our strategy is to revolutionize small business lending by utilizing advanced technology and employing a motivated workforce to deliver fair and transparent financing solutions to businesses with unmatched levels of speed, convenience, and customer service. Our products and services are offered to the business community primarily through financing programs with equipment manufacturers, distributors, and dealers. NewLane Finance is powered by a $24+ billion parent, WSFS Financial Corporation (Nasdaq: WSFS).

The Corporate Attorney will be required to have skills in contract drafting and negotiation experience, and an ability and desire to assist with the legal needs of all areas of the company, including compliance, collections & recovery, corporate governance, regulatory audits, human resources, insurance, etc. This position will report to (and work closely with) the General Counsel & VP of Administration.

Essential Functions:

• Drafting, reviewing and assisting in negotiating contracts for all areas of the organization.
• Provide assistance (in coordination with Corporate Counsel, department leaders and our parent, WSFS Bank) for matters relating to regulatory compliance, audits, vendor management, corporate governance, collections and other similar matters.
• Responsible for assisting in advising business segments on legal issues related to commercial transactions (which may include advice regarding commercial loans and leases, new business originations, portfolio administration, customer service, collections, litigation, and credit support activities).
• Provide active legal support to the Collections and Recovery teams to help minimize charge-offs and maximize recoveries.
• Perform legal research on legal issues in leasing and finance law, and prepare memoranda regarding research findings to help guide companywide decisions
• Assist in representing the legal department in cross-functional teams and task forces formed to implement new business or legal policies, procedures and initiatives and work with other departments to resolve issues.
• Knowledge of applicable federal and state laws and statutes, including Uniform Commercial Code Article 2A.
• Assist as liaison to parent (WSFS Bank) on a wide range of business and legal matters, including compliance with banking regulations.
• Support the legal and executive team with daily administrative tasks as needed
• Work closely with Corporate Counsel of NewLane to grow in the role (with opportunity to grow to take on additional responsibilities).

Requirements:

• The successful candidate will have a Juris Doctorate (JD) and be licensed to practice in Pennsylvania.
• Must have mature judgment and excellent analytical and communication skills (verbal and written).
• Candidate must have a “business” mindset, with an understanding or strong desire to learn the commercial finance and banking industries.
• One to three years of relevant experience practicing law at a law firm, regulatory/governmental agency or corporate legal department. Prior practice or experience in commercial leasing/financial industry or banking sector is preferred.
• Contract drafting and negotiation experience preferred.
• Strong organizational skills.
• Must possess a “compliance mindset” and able to work well with auditors and other third parties on compliance and regulatory matters.
• Ability to conduct effective legal research, drawing appropriate conclusions and presenting findings to leadership.
• Desire to learn and grow in the role under the leadership (and mentorship) of the Corporate Counsel and other leaders.
• Must possess ability and desire to think and lead on a strategic level within an organization while also delivering on day-to-day duties.
• Ability to work both independently and collaboratively in a project setting with members of other departments.
• Ability to work quickly and effectively without sacrificing quality.
• Must have legal right to work in the U.S.
• Thorough knowledge of MS-Office Suite (Word, Excel, PowerPoint, Access, Teams).

The successful candidate will receive a competitive compensation package, excellent benefits package to include Health, Rx, Dental, Vision, Life Insurance (Company Paid), AD&D Insurance, Additional Voluntary Life Insurance, Short Term/Long Term Disability Insurance, Flexible Spending, 401(k) with match, generous PTO and much more…

NewLane Finance is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran or disabled status, or genetic information.

NewLane Finance will not be able to provide Relocation or Sponsorship

About Canada Life Reinsurance

Canada Life Reinsurance (CLRe) is a division of Great-West Lifeco Inc. (Lifeco) and a leading provider of client focused reinsurance solutions in the United States, Europe and, more recently, Asia. CLRe offers a range of innovative risk and capital management solutions covering mortality, longevity, health, lapse and investment risk for insurers, reinsurers, and pension funds. CLRe is continuing to expand the reinsurance solutions it offers to new and existing clients in many global markets.

CLRe has offices in Philadelphia, Toronto, Dublin, Bermuda and Barbados. We are comprised of approximately 400 reinsurance professionals, including 110 actuaries and trainee actuaries, generating C$900M earnings per year.

At CLRe we offer a flexible, open and friendly environment where high performance and hard work are recognized and rewarded. We have created an environment where diversity of thought and perspective is embraced and where everyone can bring their full selves to work and feel valued, respected and supported to reach their full potential.

Lifeco and its companies have approximately $2.8 trillion in consolidated assets under administration.

Role Overview

We are seeking a talented and commercially minded senior reinsurance lawyer with 4 – 8 years’ post-qualification experience to join our growing Legal team.

This is a full-time permanent position based in the U.S. While our preference for the position is that the candidate will be based in our Blue Bell, Pennsylvania office on a hybrid working basis (three office days per week), we will consider a more flexible working arrangement for the right candidate.

The role will lead legal support for our US business and offers the opportunity to work on high‑value and sophisticated reinsurance transactions, projects, as well as supporting our US business on other legal matters with the support of external counsel, where necessary.

Experience in the negotiation and drafting of reinsurance treaties is essential.

Responsibilities

• Draft, review, and negotiate a wide range of reinsurance treaties and related contracts, including bespoke agreements to support innovative and industry leading products and solutions.
• Lead and support the negotiation of a wide variety of reinsurance transactions across the US Structured Life, Health and P&C sectors, including quota share, surplus share, excess of loss, CAT, stop‑loss, longevity, mass lapse, financing reinsurance, asset intensive as well as other bespoke structures and retrocession arrangements.
• Provide strategic legal advice on transactional, regulatory, and commercial issues.
• Work with business development teams to design new structures and treaty documents based on term sheets and prepare transaction documents that accurately bind business intentions.
• Work closely with internal stakeholders across Legal, Compliance, Actuarial, Business Development, Underwriting, and Executive teams.
• Provide clear, pragmatic legal advice on regulatory and governance matters.
• Assist with due diligence queries, transaction management, and post‑completion activities.
• Support ongoing legal risk management, policy updates, and corporate governance requirements.
• Oversee and support US compliance matters managed by the US Compliance team.

Education:

• JD from an accredited US law school with admittance to at least one US State bar.

Experience:

• A minimum of 4 years’ reinsurance experience gained in a reputable law firm and/or in‑house legal department.
• Experience in P&C, Health and Structured Life reinsurance transactions.

Skills

• Demonstrated capability in negotiating and drafting transaction agreements and other complex commercial contracts.
• Excellent technical legal skills and the ability to communicate complex concepts clearly.
• Strong organizational and project‑management skills, with the ability to manage multiple workstreams.
• A collaborative working style and confidence in engaging with senior stakeholders.

Knowledge

• Strong understanding of reinsurance, insurance and general corporate and commercial principles.
• Attention to detail and a thorough and analytical mindset.
• Proactive and solution focused approach to problem‑solving.
• Commitment to continuous learning and industry awareness.

What We Offer

A comprehensive benefits package including competitive salaries and bonuses.

A flexible hybrid working model for most of our positions promoting a balanced approach to work.

The opportunity to work on sophisticated, high value and market‑leading reinsurance transactions and to be part of a global company with a strong, internationally recognized brand.

A supportive and collaborative working atmosphere with an emphasis on professional development where staff are supported to flourish and reach their full potential.

Career growth in an expanding business and the opportunity for international travel.

Application Process

Interested candidates are invited to submit a résumé outlining their qualifications and experience and send to

Closing date for applications is Friday 27 March.

Founded in 1988, Hirtle Callaghan has been serving families and nonprofit organizations as their trusted investment office for over 35 years.

Our mission is to strengthen the families and institutions who positively impact the world by protecting and growing their investment assets. Our clients inspire us with their trust, and we know if we do our jobs well, it will mean more scholarships, more programs, more innovation, and more progress.

Hirtle Callaghan pioneered the model of the outsourced Chief Investment Officer (OCIO.) Our structure replicates that of the world’s most successful institutions, which have their own internal investment offices led by a highly qualified Chief Investment Officer. We deliver the same powerful advantages to families and nonprofits who choose to outsource rather than hire and manage investment staff in-house.

As an OCIO, we take an approach that is highly personalized, building customized investment portfolios to meet our clients’ unique goals. In choosing us as an investment partner, our clients gain access to a fully resourced investment office with sophisticated investment capability, purchasing power, access to skilled managers and full transparency.

The Corporate & Private Asset Fund Accountant will join the Finance team and support both the operating company and Hirtle Callaghan’s private asset funds. This role spans corporate accounting, revenue operations, fund accounting oversight, and financial reporting, working closely with the rest of the team to ensure continuity, accuracy, and cross-functional coverage across finance operations.

The ideal candidate brings approximately 4+ years of relevant experience in corporate and/or fund accounting within alternative investments. This position reports to the CFO and works closely with the Director of Fund Administration.

Key Responsibilities

• Execute the full monthly revenue cycle for the operating company.
• Prepare monthly financial statements and reporting packages for the CFO and Management Committee.
• Lead month-end close activities, including journal entries, reconciliations, and variance analysis.
• Coordinate and support annual financial statement audits for both the operating company and private asset funds.
• Partner with third-party tax advisors on quarterly and annual tax reporting and filings for the operating company, private funds, and investors.
• Assist in preparing corporate and fund-level expense and cash flow forecasts.
• Support oversight of third-party fund administrator activities, including:
• Review of investor capital calls and distributions
• Validation of partner allocations
• Monitoring fund expenses
• Review of quarterly portfolio valuations
• Review and summarize private fund transactions, partnering with internal stakeholders and external service providers to ensure accurate and timely accounting packages and reporting.
• Document and enhance internal controls, processes, and accounting procedures.
• Identify opportunities to improve efficiency and automation across finance and fund operations.

Competencies for success:

• Bachelor’s degree in Accounting, Finance, or related field.
• Strong knowledge of GAAP and financial reporting.
• Effective written and verbal communication skills.
• Strong analytical skills with exceptional attention to detail.
• Intellectual curiosity and a desire to build and improve processes.
• Demonstrates initiative and ownership while collaborating effectively within a team environment.
• Flexibility in adapting to changing priorities and deadlines.
• CPA certification or progress toward CPA preferred.
• Familiarity with portfolio management systems (e.g., Burgiss Private I, Advent Black Diamond) preferred.
• Experience with Sage Intacct preferred.
• Proficiency in Excel; advanced modeling skills strongly preferred.
• Experience with Python, VBA, or automation tools is a plus.

At Hirtle, Callaghan & Co., we don’t just accept difference – we celebrate it, we support it, and we thrive on it for the benefit of our clients and our employees. Hirtle, Callaghan & Co. is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability status, gender identity or orientation, Veteran Status, or any other characteristic protected by federal, state or local laws. If you have a disability or special need that requires accommodation, please let us know.

No agencies please.

NexWealth, a registered investment advisor and multi-family office, is seeking an experienced Estate and Trust Attorney to support the firm’s high-net-worth and ultra-high-net-worth client base. This role works closely with firm leadership and client advisory teams to provide sophisticated estate, trust, and wealth transfer planning within a coordinated family office structure.

The position involves advising on complex estate planning strategies, trust structures, tax-efficient wealth transfer, and coordination with external counsel and advisors. The attorney will play a key role in aligning estate planning decisions with broader investment, tax, and legacy objectives.

The ideal candidate holds an LLM in Taxation and brings prior estate and trust experience from a law firm, RIA, family office, multi-family office, wealth management firm, or similar environment. This position is based in NexWealth’s Philadelphia office.

Successful candidates will demonstrate exceptional technical competence, strong judgment, discretion, and the ability to communicate complex legal concepts clearly to both clients and internal stakeholders within a high-expectation, fiduciary-focused environment.

Responsibilities include, but not limited to, the following:

• Advise high-net-worth clients on all aspects of wealth planning, including gift, estate, and income taxation, charitable giving, trust administration, wealth transfer and business succession matters
• Work closely with clients and their outside legal counsel
• Prior experience with wills, revocable trusts, premarital agreements, generation-skipping trusts, ILITs, GRATs, IDGTs, CLATs, LLC operating agreements, and related planning and transactional documents
• Meet with clients to review and discuss estate planning strategies and supervise document execution
• Research and draft memoranda on tax-related topics

Requirements

• Bachelor’s degree
• JD + LLM in Taxation
• Minimum of 3-5 years experience working with estates and trusts
• Experience working with and comfort communicating with high net worth clients
• Working knowledge of federal tax law
• Work in firm’s Philadelphia office (this is not a remote position)
• Organized, detail-oriented, with strong interpersonal skills
• Team player
• Willingness to provide professional references and undergo a background check and drug testing in accordance with local law/regulations.

About the Firm

NexWealth is a multi-family office formed out of client demand for a personalized family wealth management experience. By providing highly customized, integrated family wealth management, NexWealth fills a void in the industry that tends to silo wealth and push families into mass market services, model portfolios and self-service help desks. NexWealth does not use a one size fits all service model. Rather, the firm focuses on each family’s needs and delivers timely responses, customized investment solutions, objectivity, ultimate transparency, and tailored financial solutions.

NexWealth is an equal opportunity employer and does not discriminate on the basis of race, national origin, ethnicity, gender, gender identity, sexual orientation, veteran status, disability, age, or any other category protected by applicable federal, state or local law.

No recruiters for this search, please.

We are looking for remote participants to review financial advice related to budgeting, saving money, and improving spending habits.

In this role you will explore different strategies people use to manage their finances and identify which ideas are the most helpful in real life.

Tasks include reviewing simple financial tips, evaluating money-saving strategies, and providing feedback on budgeting approaches.

The role is remote and open to anyone with an interest in personal finance or household budgeting.

Contract Duration: 12 mos

Hourly Pay : $22/hr

Fresh Graduates are encouraged to apply

Job Description:

Responsibilities:

Providing general office support, including but not limited to:

• Processing incoming & outgoing mail, including checks and stock certificates, tax forms, and scanning

• Managing travel & expenses, including making travel arrangements and processing expenses for team members

• Providing general administrative services to teams, such as maintaining calendars and schedules, and answering phones

• Coordinating and scheduling office events, including recruiting, internal events and external client events as needed.

• Duties to include booking conference rooms, ordering food, printing documents, coordinating interview schedules, liaising with building services, and greeting visitors

• Assisting the Wealth Management Team in servicing clients, with a focus on operational excellence and customer service

Qualifications

• Proficiency in Word, Excel, PowerPoint and Outlook required

• Bachelor's degree preferred but not required

• A minimum of 2 years of work experience in a professional corporate environment

• New graduates who have a desire to be in the financial services industry are also encouraged to apply

• Strong written and verbal communication skills

• Enjoys working in a team environment

• Polished communication skills

• Ability to multi-task and work in a fast-paced environment

• Business professional environment and attire

• Possess critical thinking skills and good judgment

• Chooses to always operate with integrity and transparency

Inside Sales Representative- Entry Level

Location- Chesterbrook, PA- Hybrid

Ready to launch your sales career in financial services?

JG Wentworth offers a highly awarded sales training program to excel in the Structured Settlement industry. We are looking for highly motivated, energetic individuals who want to learn. See why we have been named the IES Premier Sales Employer award winner from 2020 to 2024!

The Inside Sales Account Executive role will call on customers that J.G. Wentworth has identified through our multi-channel marketing platform to offer liquidity for their future payment streams. Ideal candidates will have a strong personality and sense of individuality, and a drive and determination to help others. People skills and empathy are valuable traits that will allow candidates to thrive in a rewarding and prosperous career.

Responsibilities

• Engage customers using warm leads from our existing database through various channels (phone, email, SMS, etc.)
• Build trust with empathy — listen to customers’ personal situations, understand their financial needs, and guide them through structured settlement options.
• Work and collaborate with members of cross-department teams to manage active, in-process business and provide exceptional, responsive customer service
• Negotiate, deliver, and follow through to completion on client transactions
• Responsible for achieving monthly KPIs set by management

Qualifications

We don’t require prior sales experience — just the hunger to win, the empathy to connect, and the work ethic to grow.

• Bachelor’s degree OR prior experience in sales, customer service, or related field
• Strong communication skills — persuasive, confident, and an active listener
• High energy, competitive, and motivated by results
• Ability to think critically, analyze risk, and problem-solve on the spot
• Team player who can also excel independently
• Detail-oriented and professional, with a passion for helping others

The skills mentioned above only describe the essential job functions and are not intended to be a complete list of all duties and responsibilities. All job functions must be performed in accordance with The J.G. Wentworth Company policies and procedures.

Inside Sales Representative Benefits:

• Full Medical/Vision/Dental Benefits
• 401K with Company Match
• Hybrid Schedule
• 15 Days PTO
• Paid Vacations & Holidays
• An Unmatched Company Culture
• On-Site Gym & Gym Membership Reimbursement
• Employee Referral Bonuses
• Public Transportation Discounts
• Dog-friendly Office
• Business Casual Dress Code

Start building your career with J.G. Wentworth today!

J.G. Wentworth is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. J.G. Wentworth makes hiring decisions based solely on qualifications, merit, and business needs at the time.