Jobs in Pine Brook, NJ

Staffmark Group is currently looking for a bright, energetic and friendly Administrative Assistant to support a busy and highly successful Private Wealth Management office within one of the most prestigious global financial services firms. The ideal candidate should possess at least two years of administrative support experience from a corporate environment.

Administrative Assistant position is a 12 month contract working onsite at our client are responsible for general office support, including but not limited to:

• Managing travel & expenses, including making travel arrangements and processing expenses for team members
• Processing incoming & outgoing mail, including checks and stock certificates, tax forms, and scanning
• 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 Private 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
• 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
• Displays personal pride in work, always striving to do his/her best
• Chooses to always operate with integrity and transparency

We are representing a globally recognized manufacturing organization who is actively seeking a Site Maintenance Director due to a recently announced retirement. Reporting to the VP/General Manager, the Site Maintenance Director will lead the Maintenance and Reliability function of a 400+ employee campus responsible for leading a department of 45 employees with (6) direct reports (Maintenance Area Managers, Planners, etc..).

POSITION RESPONSIBILITIES

• The Site Maintenance Director will be reporting to the VP/GM and will be responsible for leading a department of 45 employees (6 direct reports).
• Complete ownership of the Maintenance and Reliability dept inclusive of Skilled Trade professionals (Electricians, Multi-Craft Technicians, Machine Repair Technicians, etc...)
• Responsible for the training and development of staff
• Responsible for complete AM/PM schedule of all plant capital equipment
• Manage all external service providers and relationships with contractors
• Project Management activities inclusive of equipment installations
• Work cross functionally with different internal departments.

POSITION REQUIREMENTS

• Degree is preferred for consideration
• Candidate should have at least 3-5 years of Plant Engineering or Maintenance Leadership experience.
• Experience developing PM program
• Experience in high speed/fast paced manufacturing environment is required
• Ability to communicate effectively with staff and work cross functionally with others

Senior Claims Advocate

Property & Casualty Insurance Industry

Essex County, NJ

Deliver top-tier claims service in the everyday management of Property and Casualty claims along with related matters. The primary focus is on personal auto lines and homeowners, in addition to accounts related to construction, trucking, transportation, and real estate. Key responsibilities encompass: generating and reporting new claims; examining insurance policies and confirming coverage; analyzing and/or investigating all coverage position letters, following up as necessary for resolution; overseeing open claims and aiding their resolution; communicating with clients, attorneys, insurance carriers, and producers to offer support throughout the claims process; organizing, completing, and submitting claim reviews, ensuring insurance carriers are included as relevant; participating in or leading committees and meetings, or teleconferences with clients and insurance company staff to foster relationships; sharing insights on reporting protocols, marketing claims services, or addressing particular claims needs; contributing to the training of unit staff in specialized areas and acting as a resource for the department; supporting the management of the Claims Department and guiding Claims Representatives as required; engaging in special projects as needed and providing 24/7 emergency claims service on a rotating schedule.

This is a "#2" position that reports directly to the VP of claims. Applicants must hold a New Jersey Broker's license. Ideal candidates will possess 5-10 years of claims experience, outstanding verbal and written communication abilities; remarkable organizational skills and effective follow-through, alongside strong customer service, interpersonal, and phone skills. A college degree is mandatory, with agency experience being highly preferred. Proficiency in computer applications (such as Word and Excel) and familiarity with the Applied Epic insurance system are essential.

Financial D&O/ Professional Liability Account Executive

Property & Casualty Insurance Industry

Essex County, NJ

About the Role

Serve as the key consultant for a collection of accounts in the Financial Lines sector, delivering expert guidance on coverages such as Directors and Officers (D&O), Employment Practices Liability Insurance (EPLI), Cyber, Errors and Omissions (E&O), Fiduciary, and Crime for major financial institutions, significant investment firms, and large law practices.

Responsibilities

• Conduct thorough policy evaluations, risk analyses, and assessments of coverage gaps to pinpoint valuable opportunities for enhanced protection.
• Oversee a variety of client accounts of differing complexities with attention to detail and accuracy.
• Provide Strategic Guidance and Supervise the Team.
• Offer mentorship to less experienced team members, facilitating their training and involvement with clients.
• Collaborate with internal teams and insurance carriers to manage endorsements, issue certificates, and ensure prompt documentation delivery.
• Direct discussions on renewal strategy placements and negotiate complex terms with carriers.
• Focus on Marketing and Risk Strategy.
• Partner with internal colleagues to promote tailored insurance solutions that align with the specific needs of each client.
• Lead the creation and delivery of underwriting applications, risk evaluations, and materials for client presentations.
• Build and maintain strong relationships with carriers and stay informed about market changes that may affect client accounts.

Qualifications

• Possess over three years of experience in financial lines at an insurance brokerage.
• Have a deep knowledge of products including Directors and Officers (D&O), Employment Practices Liability (EPL), Fiduciary Liability, Crime, Errors and Omissions (E&O), and Cyber liabilities.
• Hold a vibrant understanding of risk management concepts and terminology used in the insurance market.
• Familiarity with Applied Epic is preferred.
• Current New Jersey Property & Casualty Insurance License is a must.
• Expertise in Financial Lines insurance products.
• Strong analytical and risk assessment skills.
• Excellent communication and interpersonal skills.
• Experience with Applied Epic.
• Proven track record in client relationship management.

Position Overview

The Advisor Relationship Specialist will play a vital role in ensuring that advisors are supported with the tools, systems, and resources they need to maintain and grow their client relationships. The position is integral to the overall success of our advisory team, as they will be responsible for maintaining essential systems, ensuring smooth communication between departments, and providing timely support to both clients and advisors.

Key Responsibilities

1. Client and Advisor-Facing Communications

• Serve as a primary point of contact for advisors and clients, ensuring all requests, inquiries, and communications are handled promptly and professionally.

• Provide updates to clients and advisors on the status of requests or any actions being taken, ensuring transparency and a high level of service.

• Act as a liaison between advisors and other departments (e.g., operations, compliance, technology, trading) to ensure all client questions or issues are addressed.

1. CRM Maintenance:

• Regularly update and maintain client records in the CRM system (e.g., Practifi) ensuring all client information is accurate and up-to-date.
• Track interactions, manage contact details, and log important notes regarding client preferences or needs.
• Submit tasks to appropriate departments such as client service, trading, billing, etc. and action items on behalf of the advisor, ensuring follow-ups, and client-related activities are scheduled and tracked effectively.

1. Compliance and Documentation

• Submit weekly compliance memo to ensure accurate documentation of activities
• Maintain and track client annual meeting calendar.
• Review and log all correspondence related to client interactions and ensure compliance regulations
• Monitor and report all gifting activities, ensuring they align with compliance guidelines.
• Track and report non-discretionary trades
• Maintain an updated Client Relationship Summary (CRS) log

Skills & Qualifications

• Education:
• Bachelor’s degree in finance, Business, or related field, or equivalent experience in the financial services industry.
• Experience:
• 1-3 years of experience in a client service or operations role within a financial services environment, preferably in an RIA, wealth management, or brokerage firm.
• Knowledge of financial products, account types, and investment industry terminology.
• Experience with account opening, transfer processing, and move money transactions is highly desirable.
• Technical Skills:
• Proficient in Microsoft Office Suite (Excel, Word, Outlook).
• Experience with CRM (Salesforce), custodial platforms (e.g., Schwab, Fidelity, Pershing), and financial account management systems is a plus.
• Strong understanding of financial transactions, including wire transfers, ACH, and other methods of money movement.
• Soft Skills:
• Strong attention to detail and ability to handle sensitive client information with discretion.
• Excellent communication skills, both verbal and written.
• Strong problem-solving skills and the ability to troubleshoot issues independently.
• Client-focused with a high level of professionalism and service orientation.
• Ability to prioritize and manage multiple tasks in a fast-paced environment.

Certifications (Preferred, but not required):

• Series 65, or other relevant financial industry certifications, are a plus but not required.

Right to Revise:

This job description is not meant to be all-inclusive, and the Company reserves the right to revise this job description as necessary without advance notice.

The statements herein are intended to describe the general nature and level of work being performed by the employee. They are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer without notice.

Why Join Us:

• Opportunity to play a key role in the growth and success of a leading RIA firm.
• Collaborative and supportive team environment.
• Competitive salary and benefits package.
• Continuous professional development opportunities.
• High end office located in Parsippany NJ with gym on-site.
• Culture activities focused on health & wellness, team collaboration, and employee engagement.

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.

We are hiring remote contributors to review consumer finance content focused on budgeting and money-saving strategies.

Your role will involve reading short financial guidance pieces and providing feedback on their usefulness for people managing tight budgets. You may also identify which tips are the most practical for everyday situations.

This position is ideal for people interested in personal finance, budgeting, or improving financial literacy.

The work is flexible and completed online.

We are seeking individuals to review and provide feedback on everyday money-management tips. This role focuses on common financial challenges such as managing expenses, reducing spending, and making smarter financial choices.

You will review examples of budgeting methods and evaluate practical ideas people use to stretch their income. The goal is to understand which approaches work best for real households.

The work is flexible and fully online. Applicants should have an interest in budgeting, saving money, or improving financial habits.

No formal finance background is required.

We are looking for people who are interested in personal finance and budgeting. In this role you will review practical money-saving strategies and provide feedback on budgeting ideas for everyday households.

You will look at different financial habits, common spending patterns, and simple ways people manage money when budgets are tight. The work is simple and can be done online.

Responsibilities include reviewing budgeting advice, identifying useful money-saving ideas, and sharing your opinion on which strategies are most helpful.

No professional experience is required, but an interest in personal finance, saving money, or budgeting is helpful.

This is a remote opportunity and can be completed from home.