Banking and Financial Services Jobs in Villanova, 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).
  
  

Inside Sales Representative- Entry Level

Location: Chesterbrook, PA

Department: Structured Settlement/Purchasing

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 with a nationally recognized training program!

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, sense of individuality, and a drive/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.

Compensation: $40,000 base pay + uncapped commission with annual earning potential upwards of 75,000 and above.

Benefits:

• Full Medical/Vision/Dental Benefits
• 401K with Company Match
• 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.

#jgsls

Account Manager - Entry Level

Location: Chesterbrook, PA office- Hybrid schedule

The Entry Level Account Manager position is part of the Debt Resolution side of JG Wentworth. The role is focused around conducting heavy-volume negotiations with creditors in concurrence with the FDCPA (Fair Debt Collection Practices Act) and reaching settlements with the goal of lowering our clients' debt. Ideal candidates will have a strong personality and sense of individuality, and a fervent drive and determination to help others. Honed people skills and empathy are valuable traits that will allow candidates to thrive in a rewarding and prosperous career.

RESPONSIBILITIES

• Show up ready to learn every day as you work towards completing your Account Manager training. After completion and assignment to the department, ongoing training will also be provided.
• Bring a winning attitude as you join a team of Specialists that are among the best in the Debt Resolution industry
• Negotiate, deliver, and follow through to completion on client settlement offers and proposals between the client and the creditor
• Establish and maintain contact with creditors, collection agencies, collection law firms, and debt buyers
• Analyze client portfolios to determine the best strategy to help clients achieve financial freedom as quickly as possible
• Review clients’ banking accounts to determine funds necessary and available to execute the program
• Responsible for achieving monthly KPIs set by management

QUALIFICATIONS

• Bachelors degree or 3 years equivalent work experience
• No previous experience is required – we have a new-hire training program to develop the necessary skills
• Must take company excel assessment
• Strong business acumen and professionalism
• Excellent verbal and written communication
• High energy, competitive, passionate, and motivated to be #1
• Ability to thrive in a fast-paced environment
• Strong problem-solving skills
• Extremely detail-oriented

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.

Account Manager Benefits:

• Full Medical/Vision/Dental Benefits
• 401K with Company Match
• 15 Days PTO
• Paid Holidays
• An Unmatched Company Culture
• On-Site Gym & Gym Membership Reimbursement
• Monthly, Quarterly and Annual Bonuses
• Employee Referral Bonuses
• Public Transportation Discounts
• Company Happy Hours
• Business Casual Dress Code

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.

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.

Entry Level Sales Representative

Location: Chesterbrook, PA office- Hybrid work schedule

If you are a recent college graduate or a sales professional looking to start a career in financial services, YOU CAN STOP YOUR SEARCH!

At JG Wentworth we offer a highly awarded training program with the ability to have uncapped earning potential that can reach $150K and above.

We have an immediate opportunity available for Entry Level Sales Representatives that are highly motivated and looking to build a successful and rewarding career within the Debt Resolution industry. Ideal candidates will have a strong personality, sense of individuality, and a fervent drive and determination to help others. Honed people skills and empathy are valuable traits that will allow candidates to thrive in a rewarding and prosperous career with us.

See why we’ve been named the IES Premier Sales Employer Award Winner of 2020,2021, and 2022!

As a Sales Representative with JG Wentworth you will:

• Show up ready to learn every day as you and your training class work towards earning your IAPDA Certification and become Certified Debt Specialists within 30 days
• Bring a winning attitude as you join a team of Specialists led by Directors and Managers that are among the best in the Debt Resolution industry
• Engage prospects through proactive outreach that have requested debt consolidation solutions through various channels
• Empathize with clients and analyze customer’s financial situations to offer solutions that help our customers achieve financial goals
• Collaborate with members of cross-departmental teams to provide exceptional, responsive service to our customers
• Have a desire for continuous improvement through ongoing coaching and training
• Strive for excellence and achieve or exceed daily metrics and monthly targets while setting our customers up for success
• Ensure all sales transactions adhere to compliance standards
• Quickly build rapport and establish trust with prospective clients
• Manage CRM pipeline and schedule to maximize individual opportunities

We offer:

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

What we are looking for:

• Bachelor’s degree
• Previous sales experience is preferred but not required
• Strong business acumen and professionalism
• Excellent verbal and written communication skills
• High energy, competitive, passionate, and motivated to be #1
• Ability to thrive in a fast-paced environment
• Capability to think critically and analyze risk
• Can work independently and with a team
• Extremely detail-oriented

J.G. Wentworth was founded in 1991 and has built a nationally recognized financial services brand based, in part, due to our 877 Cash Now television commercials, which have become a part of American pop culture. But we are more than a jingle.

J.G. Wentworth has grown to become the leader in Structured Settlement payments, Annuity purchasing, and most recently Debt Resolution. We have expanded our services to meet the unique needs of consumers. Our goal is for our customers to achieve financial freedom and meet their goals.

We are…

• A+ rated from the Better Business Bureau
• IAPDA Certified
• An accredited member of the AFCC as well as the Chamber of Commerce for Greater Philadelphia.
• IES Premier Sales Employer Award Winner of 2020, 2021, and 2022
• Awarded by American Association of Inside Sales Professional (AA-ISP) for our unmatched Coaching Program

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.

At Genesis Healthcare, we are dedicated to improving the lives we touch through the delivery of high-quality care and exceptional service. As a leading provider in the long-term care industry, we believe in fostering a collaborative, inclusive and supportive work environment where every team member is valued and empowered to make a difference. Whether you're an experienced professional or just starting your career, we offer opportunities for growth, development, and advancement in a range of roles. Join us in our mission to enhance the well-being of our patients and residents while making a meaningful impact in the communities we serve.

THIS IS AN ON-SITE/IN PERSON OPPORTUNITY
POSITION REQUIRES DAILY TRAVEL 5 DAYS/WEEK TO ASSIGNED NURSING CENTERS AND WITHIN THE LOCAL COMMUNITY SURROUNDING THEM TO BUILD RELATIONSHIPS. ASSIGNED GEOGRAPHIC NURSING CENTERS ARE AS FOLLOWS:

Are you passionate about connecting people in your community with life-changing career opportunities? If you're a natural networker with a knack for identifying talent, then join our team as a Community Recruiter!

The Community Recruiter is responsible for sourcing, engaging, and hiring candidates directly from the community. You will attend local events, participate in job fairs, collaborate with local organizations and educational institutions, and build relationships with potential candidates through grassroots recruitment. 

Position Highlights
*Represent the company in the community by attending events and building partnerships to attract talent and create candidate pipelines. 

*Utilize networking skills and local knowledge to identify and engage potential candidates through nontraditional sourcing strategies that include direct outreach and community engagement.

*Conduct thorough interviews and screenings to assess candidate qualifications, skills, and cultural fit.

*Collaborate with our Corporate Talent Acquisition Department marketing team to create compelling recruitment materials and promote our employer brand within the community.

*Provide a positive and welcoming experience for all candidates, guiding them through the hiring process with transparency and support.

*Track recruitment activities, analyze effectiveness, and provide insights to optimize our community recruitment strategies.

*Bachelor’s degree in Human Resources, Business Administration, or related field (or equivalent experience). 

*At least 2-4 years of experience in recruitment, talent acquisition, or community outreach. 

*Proven ability to source and engage candidates in a variety of settings, including in-person and online. 

*Strong communication and interpersonal skills, with the ability to connect with diverse groups of people. 

*Highly organized, self-motivated, and able to work independently in the field.

*Familiarity with local labor markets and community resources. 

*Willingness to travel frequently within the assigned region. 

*Valid driver’s license and reliable transportation

*Variable compensation plans
*Tuition, Travel, and Wireless Service Discounts
*Employee Assistance Program to support mental health
*Employee Foundation to financially assist through unforeseen hardships
*Health, Dental, Vision, Company-paid life insurance, 401K, Paid Time Off

*Free 24/7 virtual health care provided by licensed doctors for all Anthem medically-enrolled employees and their immediate family members

*On-Demand Pay Program that allows for instant access to a portion of the money you’ve already earned

We also offer several voluntary insurances such as:
*Pet Insurance
*Term and Whole Life Insurance
*Short-term Disability
*Hospital Indemnity
*Personal Accident
*Critical Illness
*Cancer Coverage

Restrictions apply based on collective bargaining agreements, applicable state law and factors such as pay classification, job grade, location, and length of service.