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Career Personnel
Remote (ND-1804, Bismarck, ND 58501, USA)
We are looking for a competent Administrative Assistant-Accounts Payable to undertake a variety of tasks such as invoicing and issuing payments to our contractors. This candidate must be an excellent communicator, able to foster relationships with both contractors and clients. They should have extensive experience in Quickbooks and an accounts payable role. The position is a FULL-TIME position Monday-Friday 8:00am-5:00pm with an hour lunch break. The job requires 1 week (rotating) of being responsible for the call phone after working hours. Call is Paid. Pay will be based on Experience. Responsibilities: -Oversee all accounts payable for the company. -Liaise with facilities and contractors to ensure proper invoicing and payments to contractors. -Assist in preparation and execution of filing any staffing needs with the staffing department. -Develop working relationships with both facilities and contractors. -Assume responsibility for all aspects of invoicing and check writing. -Additional duties will include miscellaneous administrative work
Oct 09, 2019
Full time
We are looking for a competent Administrative Assistant-Accounts Payable to undertake a variety of tasks such as invoicing and issuing payments to our contractors. This candidate must be an excellent communicator, able to foster relationships with both contractors and clients. They should have extensive experience in Quickbooks and an accounts payable role. The position is a FULL-TIME position Monday-Friday 8:00am-5:00pm with an hour lunch break. The job requires 1 week (rotating) of being responsible for the call phone after working hours. Call is Paid. Pay will be based on Experience. Responsibilities: -Oversee all accounts payable for the company. -Liaise with facilities and contractors to ensure proper invoicing and payments to contractors. -Assist in preparation and execution of filing any staffing needs with the staffing department. -Develop working relationships with both facilities and contractors. -Assume responsibility for all aspects of invoicing and check writing. -Additional duties will include miscellaneous administrative work
We are looking for a competent Administrative Assistant-Accounts Payable to undertake a variety of tasks such as invoicing and issuing payments to our contractors. This candidate must be an excellent communicator, able to foster relationships with both contractors and clients. They should have extensive experience in Quickbooks and an accounts payable role. The position is a FULL-TIME position Monday-Friday 8:00am-5:00pm with an hour lunch break. The job requires 1 week (rotating) of being responsible for the call phone after working hours. Call is Paid. Pay will be based on Experience. Responsibilities: -Oversee all accounts payable for the company. -Liaise with facilities and contractors to ensure proper invoicing and payments to contractors. -Assist in preparation and execution of filing any staffing needs with the staffing department. -Develop working relationships with both facilities and contractors. -Assume responsibility for all aspects of invoicing and check writing. -Additional duties will include miscellaneous administrative work
Oct 09, 2019
Full time
We are looking for a competent Administrative Assistant-Accounts Payable to undertake a variety of tasks such as invoicing and issuing payments to our contractors. This candidate must be an excellent communicator, able to foster relationships with both contractors and clients. They should have extensive experience in Quickbooks and an accounts payable role. The position is a FULL-TIME position Monday-Friday 8:00am-5:00pm with an hour lunch break. The job requires 1 week (rotating) of being responsible for the call phone after working hours. Call is Paid. Pay will be based on Experience. Responsibilities: -Oversee all accounts payable for the company. -Liaise with facilities and contractors to ensure proper invoicing and payments to contractors. -Assist in preparation and execution of filing any staffing needs with the staffing department. -Develop working relationships with both facilities and contractors. -Assume responsibility for all aspects of invoicing and check writing. -Additional duties will include miscellaneous administrative work
We are looking for a competent Administrative Assistant-Accounts Payable to undertake a variety of tasks such as invoicing and issuing payments to our contractors. This candidate must be an excellent communicator, able to foster relationships with both contractors and clients. They should have extensive experience in Quickbooks and an accounts payable role. The position is a FULL-TIME position Monday-Friday 8:00am-5:00pm with an hour lunch break. The job requires 1 week (rotating) of being responsible for the call phone after working hours. Call is Paid. Pay will be based on Experience. Responsibilities: -Oversee all accounts payable for the company. -Liaise with facilities and contractors to ensure proper invoicing and payments to contractors. -Assist in preparation and execution of filing any staffing needs with the staffing department. -Develop working relationships with both facilities and contractors. -Assume responsibility for all aspects of invoicing and check writing. -Additional duties will include miscellaneous administrative work
Oct 09, 2019
Full time
We are looking for a competent Administrative Assistant-Accounts Payable to undertake a variety of tasks such as invoicing and issuing payments to our contractors. This candidate must be an excellent communicator, able to foster relationships with both contractors and clients. They should have extensive experience in Quickbooks and an accounts payable role. The position is a FULL-TIME position Monday-Friday 8:00am-5:00pm with an hour lunch break. The job requires 1 week (rotating) of being responsible for the call phone after working hours. Call is Paid. Pay will be based on Experience. Responsibilities: -Oversee all accounts payable for the company. -Liaise with facilities and contractors to ensure proper invoicing and payments to contractors. -Assist in preparation and execution of filing any staffing needs with the staffing department. -Develop working relationships with both facilities and contractors. -Assume responsibility for all aspects of invoicing and check writing. -Additional duties will include miscellaneous administrative work
Description Kforce has a client in search of a Project Coordinator in Atlanta, Georgia (GA). Duties: Leads team in defining policies and work priorities for EOC production Designs and develops EOCs as needed, monitoring production quality and compliance, and facilitates quality improvement Evaluates and determines requirements to support greater efficiency and member satisfaction Collaborates with vendors to implement improvement strategies and solutions Develops and executes tests plans Develop and implement education and online training for internal users and clients Develop and maintain specifications and Statements of Work (SOW), monitoring and assuring compliance Develop, format, and produce templates to assure logic integrity Responsible for timely, consistent, and accurate updates to databases, ensures consistency and integrity of information and compliance with requirements Requirements Demonstrated project coordination experience Document Management software Health care industry experience Vendor management/relationship role Strong communication and interpersonal skills Strong organization and planning skills Strong results orientation and influence skills Demonstrated ability to manage multiple priorities working in a fast-paced environment under intense deadlines Collaboration & Teamwork - Comfortable engaging with stakeholders from different teams and departments to accomplish a shared directive Preferred Skills, Systems, Experience: Knowledge of Health Plan Products, Experience with benefits systems/applications, (e.g. Epic) Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status. Kforce is a professional staffing services firm offering Technology and Finance & Accounting jobs with top employers nationwide. We specialize in providing contract, contract-to-hire and direct placement opportunities, with over 50 years of experience in the staffing industry. Kforce offers many consultants comprehensive benefits depending on employment status, including medical, dental, 401(K), life insurance and disability. Our vision is to be "the firm most respected by those we serve."
Oct 20, 2019
Full time
Description Kforce has a client in search of a Project Coordinator in Atlanta, Georgia (GA). Duties: Leads team in defining policies and work priorities for EOC production Designs and develops EOCs as needed, monitoring production quality and compliance, and facilitates quality improvement Evaluates and determines requirements to support greater efficiency and member satisfaction Collaborates with vendors to implement improvement strategies and solutions Develops and executes tests plans Develop and implement education and online training for internal users and clients Develop and maintain specifications and Statements of Work (SOW), monitoring and assuring compliance Develop, format, and produce templates to assure logic integrity Responsible for timely, consistent, and accurate updates to databases, ensures consistency and integrity of information and compliance with requirements Requirements Demonstrated project coordination experience Document Management software Health care industry experience Vendor management/relationship role Strong communication and interpersonal skills Strong organization and planning skills Strong results orientation and influence skills Demonstrated ability to manage multiple priorities working in a fast-paced environment under intense deadlines Collaboration & Teamwork - Comfortable engaging with stakeholders from different teams and departments to accomplish a shared directive Preferred Skills, Systems, Experience: Knowledge of Health Plan Products, Experience with benefits systems/applications, (e.g. Epic) Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status. Kforce is a professional staffing services firm offering Technology and Finance & Accounting jobs with top employers nationwide. We specialize in providing contract, contract-to-hire and direct placement opportunities, with over 50 years of experience in the staffing industry. Kforce offers many consultants comprehensive benefits depending on employment status, including medical, dental, 401(K), life insurance and disability. Our vision is to be "the firm most respected by those we serve."
Job Title: Finance & Insurance Manager Reports to: Operations Director Position Description: The Finance & Insurance Manager is responsible for producing additional revenue for the facility by selling finance and insurance products to new and used vehicle customers. Must comply with information security program. Must present a professional appearance. Duties & Responsibilities: Establish and maintain positive working relationships with all sources of finance and insurance products, factory and otherwise.Submit proper documentation to obtain approval for all possible finance transactions.Work with sales management to establish and maintain a program that will ensure a 100-percent turnover to the Finance & Insurance department.Work with Sales Managers to secure a reasonable profit from each transaction.Establish forecast for finance department in conjunction with sales department to achieve a desired percent of penetration and income.Verify the accuracy of all title, lien information, taxes, and other documents on customer paperwork.Ensure accuracy of customer information in dealership data bases (including e-mail addresses).Notarize deal paperwork as required.Forward completed deals to office in a timely manner.Acquire licenses for selling insurance, if applicable.Prepare monthly reports on finance penetration and products sold.Keep sales management up to date with regard to rates and products.Complete all training certifications as directed by management.Follow policies and procedures as set forth in the Personnel Policy Manual and other corporate policies.Any other duties as assigned. Knowledge, Skills and Abilities Required: Educational: High school diploma or the equivalent. Experience: Minimum two years in automotive sales experience. Special Skills (i.e., licenses, certifications): Excellent oral and written communication skills. Ability to read and comprehend instructions and information. Ability to use personal computer applications including word processing and spreadsheet software. Current valid driver's license and state sales license. Must be a Notary. Obtain AFIP certification within time frame established by management. Physical Demands and Working Conditions: The noise level in the work environment is occasionally loud. Occasionally requires the ability to lift 20 pounds of material. Is potentially exposed to battery acid, gasoline, chemical cleaning materials or other toxic materials commonly found in a motor vehicle dealership. Occasionally, exposed to exhaust fumes or other airborne particles. THE ABOVE DECLARATIONS ARE NOT INTENDED TO BE AN "ALL-INCLUSIVE" LIST OF THE DUTIES AND RESPONSIBILITIES OF THE JOB DESCRIBED OR OF THE SKILLS AND ABILITIES REQUIRED TO PERFORM THE JOB. RATHER, THEY ARE INTENDED ONLY TO DESCRIBE THE GENERAL REQUIREMENTS OF THE JOB.
Oct 20, 2019
Full time
Job Title: Finance & Insurance Manager Reports to: Operations Director Position Description: The Finance & Insurance Manager is responsible for producing additional revenue for the facility by selling finance and insurance products to new and used vehicle customers. Must comply with information security program. Must present a professional appearance. Duties & Responsibilities: Establish and maintain positive working relationships with all sources of finance and insurance products, factory and otherwise.Submit proper documentation to obtain approval for all possible finance transactions.Work with sales management to establish and maintain a program that will ensure a 100-percent turnover to the Finance & Insurance department.Work with Sales Managers to secure a reasonable profit from each transaction.Establish forecast for finance department in conjunction with sales department to achieve a desired percent of penetration and income.Verify the accuracy of all title, lien information, taxes, and other documents on customer paperwork.Ensure accuracy of customer information in dealership data bases (including e-mail addresses).Notarize deal paperwork as required.Forward completed deals to office in a timely manner.Acquire licenses for selling insurance, if applicable.Prepare monthly reports on finance penetration and products sold.Keep sales management up to date with regard to rates and products.Complete all training certifications as directed by management.Follow policies and procedures as set forth in the Personnel Policy Manual and other corporate policies.Any other duties as assigned. Knowledge, Skills and Abilities Required: Educational: High school diploma or the equivalent. Experience: Minimum two years in automotive sales experience. Special Skills (i.e., licenses, certifications): Excellent oral and written communication skills. Ability to read and comprehend instructions and information. Ability to use personal computer applications including word processing and spreadsheet software. Current valid driver's license and state sales license. Must be a Notary. Obtain AFIP certification within time frame established by management. Physical Demands and Working Conditions: The noise level in the work environment is occasionally loud. Occasionally requires the ability to lift 20 pounds of material. Is potentially exposed to battery acid, gasoline, chemical cleaning materials or other toxic materials commonly found in a motor vehicle dealership. Occasionally, exposed to exhaust fumes or other airborne particles. THE ABOVE DECLARATIONS ARE NOT INTENDED TO BE AN "ALL-INCLUSIVE" LIST OF THE DUTIES AND RESPONSIBILITIES OF THE JOB DESCRIBED OR OF THE SKILLS AND ABILITIES REQUIRED TO PERFORM THE JOB. RATHER, THEY ARE INTENDED ONLY TO DESCRIBE THE GENERAL REQUIREMENTS OF THE JOB.
We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. At CIBC, we embrace your strengths and your ambitions so you feel empowered at work. Our team members have what they need to make a meaningful impact and feel truly valued for who they are and what they contribute. To learn more about CIBC, please visit Job Description You'll be joining CIBC's Personal and Business Banking team. You'll directly impact the client experience by finding and creating opportunities to build CIBC's client base in your local community. As a Mobile Investment Consultant, you'll partner with CIBC Banking Centres to build lasting connections with existing clients and provide the right investment advice that will enable their financial success. You'll facilitate new client relationships while enjoying the flexibility to meet with your clients outside of the office, on a schedule that's as versatile as you are. How You'll Succeed Client Engagement - Focus on each client experience and connect on a personal level to make every interaction meaningful. Have the flexibility to meet with your clients on their schedule, fostering a relationship that will support their lifestyle. Collaborate with Banking Centre teams to enhance existing relationships by providing clients with personalized investment advice and comprehensive financial planning support. Business Development - Deeply understand your local market and potential client base, creating a sales plan that will convert leads into new CIBC clients. Use your strong relationship building and networking skills to build connections, generate opportunities, and deliver bottom line results. Community Involvement - Heighten CIBC brand awareness in your community by initiating local marketing and outreach activities. Establish local contacts, and partner with community organizations to make an impact. Grow your network while creating lasting connections that will generate future opportunities. Who You Are You act like an owner. You thrive when you're empowered to take the lead, go above and beyond, and deliver results. You're driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact. You're passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You build trust through respect and authenticity. You're driven by collective success. You know that collaboration can transform a good idea into a great one. You understand the power of an inclusive team that enjoys working together to bring a shared vision to life. You're a certified professional. You have current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada). It's an asset if you've completed any of the following: Personal Financial Planner (PFP), Certified Financial Planner (CFP), Chartered Financial Analyst (CFA) Values matter to you . You bring your real self to work and you live our values - trust, teamwork, and accountability. What You Need to Know CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation during the application or interview process, please contact You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit Job Location Ontario VIRTUAL Employment Type Regular Weekly Hours 37.5
Oct 20, 2019
Full time
We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. At CIBC, we embrace your strengths and your ambitions so you feel empowered at work. Our team members have what they need to make a meaningful impact and feel truly valued for who they are and what they contribute. To learn more about CIBC, please visit Job Description You'll be joining CIBC's Personal and Business Banking team. You'll directly impact the client experience by finding and creating opportunities to build CIBC's client base in your local community. As a Mobile Investment Consultant, you'll partner with CIBC Banking Centres to build lasting connections with existing clients and provide the right investment advice that will enable their financial success. You'll facilitate new client relationships while enjoying the flexibility to meet with your clients outside of the office, on a schedule that's as versatile as you are. How You'll Succeed Client Engagement - Focus on each client experience and connect on a personal level to make every interaction meaningful. Have the flexibility to meet with your clients on their schedule, fostering a relationship that will support their lifestyle. Collaborate with Banking Centre teams to enhance existing relationships by providing clients with personalized investment advice and comprehensive financial planning support. Business Development - Deeply understand your local market and potential client base, creating a sales plan that will convert leads into new CIBC clients. Use your strong relationship building and networking skills to build connections, generate opportunities, and deliver bottom line results. Community Involvement - Heighten CIBC brand awareness in your community by initiating local marketing and outreach activities. Establish local contacts, and partner with community organizations to make an impact. Grow your network while creating lasting connections that will generate future opportunities. Who You Are You act like an owner. You thrive when you're empowered to take the lead, go above and beyond, and deliver results. You're driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact. You're passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You build trust through respect and authenticity. You're driven by collective success. You know that collaboration can transform a good idea into a great one. You understand the power of an inclusive team that enjoys working together to bring a shared vision to life. You're a certified professional. You have current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada). It's an asset if you've completed any of the following: Personal Financial Planner (PFP), Certified Financial Planner (CFP), Chartered Financial Analyst (CFA) Values matter to you . You bring your real self to work and you live our values - trust, teamwork, and accountability. What You Need to Know CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation during the application or interview process, please contact You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit Job Location Ontario VIRTUAL Employment Type Regular Weekly Hours 37.5
Estimated Start Date: November 11, 2019 Estimated Duration of Work Assignment (should not exceed 1 year): 1 year Serve as a technical resource for the SNC Project Controls department for risk and change management. Specific expertise or experience within these functional areas will be considered as qualification for this position: Risk I cost management, business operations, change control/ change management, budgeting, forecasting, variance analysis and project financial reporting. Support the Vogtle project leadership team by: Maintaining the working version of the Vogtle project risk register, developing I updating new or existing risk events by eliciting risk information from key project stakeholders and Subject Matter Experts (SMEs). Support development of risk event mitigation strategies, including developing Risk Response Plans (RRPs). Developing the monthly functional discipline risk register review meeting agendas and meeting materials. Developing monthly Risk Management Working Group (RMWG) Meeting presentation, meeting materials and reporting metrics. Assist with maintaining I updating the Risk Management Program procedure and desktop instructions (OTis). Support internal I external audits and assessments related to Change I Risk Management. Provide support in the areas of risk management and change control, as it relates to project uncertainty with department budgets, forecasts or cost estimates. Provide assistance with the Change Management Program, including tracking of potential changes, confirmation of approved changes, etc. Interface with other Project Controls departments for consistency and accuracy of reporting. Bachelor's degree in Business, Accounting, Finance, Project Management, Construction Management or equivalent work I education experience 5 - 8 years of broadly-based experience in one or more of areas: cost management, change control, risk management, business operations, finance, accounting Knowledge in one of the following areas: accounting theory, internal control procedures, financial concepts (including financial planning and analytical techniques), risk management principles and change management process Proficiency with Microsoft Excel (specific expertise with pivot tables) and PowerPoint Experience in one or more of the following: cost management, financial control, financial planning, change control, risk management, business operations. Experience with large scale capital cost construction projects Professional certification(s) such as: o Certified Cost Professional (CCP) certification from AACE o Earned Value Professional EVP) certification from AACE o Project Management Professional (PMP) certification from PMI o Risk Management Professional (RMP) certification from PMI « Maintenance Procedure Writer (One I&C, One Mechanical)
Oct 20, 2019
Full time
Estimated Start Date: November 11, 2019 Estimated Duration of Work Assignment (should not exceed 1 year): 1 year Serve as a technical resource for the SNC Project Controls department for risk and change management. Specific expertise or experience within these functional areas will be considered as qualification for this position: Risk I cost management, business operations, change control/ change management, budgeting, forecasting, variance analysis and project financial reporting. Support the Vogtle project leadership team by: Maintaining the working version of the Vogtle project risk register, developing I updating new or existing risk events by eliciting risk information from key project stakeholders and Subject Matter Experts (SMEs). Support development of risk event mitigation strategies, including developing Risk Response Plans (RRPs). Developing the monthly functional discipline risk register review meeting agendas and meeting materials. Developing monthly Risk Management Working Group (RMWG) Meeting presentation, meeting materials and reporting metrics. Assist with maintaining I updating the Risk Management Program procedure and desktop instructions (OTis). Support internal I external audits and assessments related to Change I Risk Management. Provide support in the areas of risk management and change control, as it relates to project uncertainty with department budgets, forecasts or cost estimates. Provide assistance with the Change Management Program, including tracking of potential changes, confirmation of approved changes, etc. Interface with other Project Controls departments for consistency and accuracy of reporting. Bachelor's degree in Business, Accounting, Finance, Project Management, Construction Management or equivalent work I education experience 5 - 8 years of broadly-based experience in one or more of areas: cost management, change control, risk management, business operations, finance, accounting Knowledge in one of the following areas: accounting theory, internal control procedures, financial concepts (including financial planning and analytical techniques), risk management principles and change management process Proficiency with Microsoft Excel (specific expertise with pivot tables) and PowerPoint Experience in one or more of the following: cost management, financial control, financial planning, change control, risk management, business operations. Experience with large scale capital cost construction projects Professional certification(s) such as: o Certified Cost Professional (CCP) certification from AACE o Earned Value Professional EVP) certification from AACE o Project Management Professional (PMP) certification from PMI o Risk Management Professional (RMP) certification from PMI « Maintenance Procedure Writer (One I&C, One Mechanical)
Two Year Lease-to-Own: No Money Down, No Credit Check, No Balloon Payment, Walkaway Lease IT'S NEVER BEEN EASIER TO OWN YOUR OWN TRUCK! Don't Wait, Call Now! 24 Months and You OWN IT! - Ownership has never been easier or quicker. - Start building your empire in 24 short months. - Being a boss starts today. **START YOUR OWN BUSINESS with 6 MONTHS OF EXPERIENCE ** Great opportunities for Solo & Team Lease truck drivers. Also leasing 2 Freightliners. DEDICATED OPPORTUNITIES with WEEKLY & DAILY HOME TIME also available! Benefits: 2 Freightliner Cascadias- All Fuel Saver Automatic Transmission Earn up to $175,000/year or MORE! $1-$2 per mile + Fuel Surcharge No Credit Check, No Money Down, No Balloon Payment, Walk Away Lease 3 weeks Deferred Payments New Top Speed: 70 MPH 500,000 Powertrain Warranty & E-Z Pass Provided Pet policy With no money down and no credit check. Finish your lease fast with some ownership plans as quickly as 24 months. $500 is deposited into your maintenance account after first dispatch Low Weekly truck ownership packages HUGE Fuel, Tire and Maintenance Discounts Qualifications: CDL A & 6 months OTR Experience for Walkaway Lease Walkaway lease means no additional penalties upon termination. Don't Wait, Call Now! Details are subject to change at any time. Please call for current offers and information.
Oct 20, 2019
Full time
Two Year Lease-to-Own: No Money Down, No Credit Check, No Balloon Payment, Walkaway Lease IT'S NEVER BEEN EASIER TO OWN YOUR OWN TRUCK! Don't Wait, Call Now! 24 Months and You OWN IT! - Ownership has never been easier or quicker. - Start building your empire in 24 short months. - Being a boss starts today. **START YOUR OWN BUSINESS with 6 MONTHS OF EXPERIENCE ** Great opportunities for Solo & Team Lease truck drivers. Also leasing 2 Freightliners. DEDICATED OPPORTUNITIES with WEEKLY & DAILY HOME TIME also available! Benefits: 2 Freightliner Cascadias- All Fuel Saver Automatic Transmission Earn up to $175,000/year or MORE! $1-$2 per mile + Fuel Surcharge No Credit Check, No Money Down, No Balloon Payment, Walk Away Lease 3 weeks Deferred Payments New Top Speed: 70 MPH 500,000 Powertrain Warranty & E-Z Pass Provided Pet policy With no money down and no credit check. Finish your lease fast with some ownership plans as quickly as 24 months. $500 is deposited into your maintenance account after first dispatch Low Weekly truck ownership packages HUGE Fuel, Tire and Maintenance Discounts Qualifications: CDL A & 6 months OTR Experience for Walkaway Lease Walkaway lease means no additional penalties upon termination. Don't Wait, Call Now! Details are subject to change at any time. Please call for current offers and information.
Assisted Residential Services, Inc
Spokane, WA, USA
Are you looking to join a motivated team in a fast, driven and motivating environment?! We have an opening at the Finance Department. As a Finance Assistant: You will assist in the systems to support client financial needs and organizational financial needs. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Client and company financial filing. Printing client budgets and house ledger packets. COH/EBT verifications. Client bank/trust reconciliations. IFP worksheets, scomms Competencies Thoroughness. Detail Oriented. Time Management. Organization. Good Communication Skills (written and oral). Supervisory Responsibility This position has no supervisory responsibilities. Work Environment This job operates in a professional office environment. Physical Demands 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. While performing the duties of this job, the employee is regularly required to talk and hear. This position is not very active and requires sitting for large portions of the workday, often performing repetitive actions, such as typing and writing. The employee must frequently lift and move items under 10 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus. Position Type and Expected Hours of Work This is a part to full-time position. Days and hours of work are Monday through Friday. Travel No travel is expected for this position. Required Education and Experience High school diploma or GED diploma. Additional Eligibility Qualifications Computer skills on MS Office, accounting software and database Typing Speed: greater than 35 WPM Advanced MS Excel skills (creating spreadsheets and using financial functions) Organizational and time-management skills Attention to detail, with an ability to spot numerical errors
Oct 20, 2019
Full time
Are you looking to join a motivated team in a fast, driven and motivating environment?! We have an opening at the Finance Department. As a Finance Assistant: You will assist in the systems to support client financial needs and organizational financial needs. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Client and company financial filing. Printing client budgets and house ledger packets. COH/EBT verifications. Client bank/trust reconciliations. IFP worksheets, scomms Competencies Thoroughness. Detail Oriented. Time Management. Organization. Good Communication Skills (written and oral). Supervisory Responsibility This position has no supervisory responsibilities. Work Environment This job operates in a professional office environment. Physical Demands 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. While performing the duties of this job, the employee is regularly required to talk and hear. This position is not very active and requires sitting for large portions of the workday, often performing repetitive actions, such as typing and writing. The employee must frequently lift and move items under 10 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus. Position Type and Expected Hours of Work This is a part to full-time position. Days and hours of work are Monday through Friday. Travel No travel is expected for this position. Required Education and Experience High school diploma or GED diploma. Additional Eligibility Qualifications Computer skills on MS Office, accounting software and database Typing Speed: greater than 35 WPM Advanced MS Excel skills (creating spreadsheets and using financial functions) Organizational and time-management skills Attention to detail, with an ability to spot numerical errors
Job Description Position Purpose: The Asset Protection Specialist is primarily responsible for preventing financial loss caused by theft and fraud and supporting safety and environmental program compliance in their assigned store/multiple stores. They utilize tools to minimize loss to the Company, including but not limited to identifying incidents of theft and fraud, reviewing CCTV and exception reports, monitoring the store's physical security, auditing the Electronic Article Surveillance and driving a shrink elimination culture in the store. Other responsibilities include: preparing accurate and detailed case reports documenting your apprehensions and recoveries, preserving evidence, interacting with law enforcement and testifying in criminal and civil court actions. The Asset Protection Specialist must report any hazardous or unsafe condition to the Manager on Duty and carry out job responsibilities in a manner that minimizes the risk of injury to themselves, other associates, vendors, customers, and the Company. They must demonstrate integrity at all times, respond to asset protection and operational concerns of all associates and remain focused on store specific business objectives while supporting key asset protection and operational responsibilities.
Oct 20, 2019
Full time
Job Description Position Purpose: The Asset Protection Specialist is primarily responsible for preventing financial loss caused by theft and fraud and supporting safety and environmental program compliance in their assigned store/multiple stores. They utilize tools to minimize loss to the Company, including but not limited to identifying incidents of theft and fraud, reviewing CCTV and exception reports, monitoring the store's physical security, auditing the Electronic Article Surveillance and driving a shrink elimination culture in the store. Other responsibilities include: preparing accurate and detailed case reports documenting your apprehensions and recoveries, preserving evidence, interacting with law enforcement and testifying in criminal and civil court actions. The Asset Protection Specialist must report any hazardous or unsafe condition to the Manager on Duty and carry out job responsibilities in a manner that minimizes the risk of injury to themselves, other associates, vendors, customers, and the Company. They must demonstrate integrity at all times, respond to asset protection and operational concerns of all associates and remain focused on store specific business objectives while supporting key asset protection and operational responsibilities.
Job Details Description Chevron Federal Credit Union is one of the top-run credit unions in the country - and one of the largest, with over $3 billion in assets. Yet our corporate culture is not stuffy: the Team Spirit Committee runs fun activities and charitable events throughout the year, and work-life balance, mutual respect, diversity, and providing a voice for every employee are all important to us. As you might imagine, we provide competitive pay and great benefits, including: Bonus/incentives for all regular employees 401(k) with 8% company contribution Medical, dental, and vision insurance for employees and dependents paid at 80% PTO and paid sabbaticals Tuition reimbursement GENERAL SUMMARY: Manage the Mortgage Loan Processing Team to achieve volume and efficiency results in a dynamic, time sensitive production environment. Train, coach and develop Loan Processors and other designated subordinates to promote Credit Union and industry best practices. Achieve other department objectives as set by AVP, Real Estate Lending. Provide excellent service and clear communication to members, Loan Officers, and other department personnel. Provide periodic reports to AVP, Real Estate Loan Production and senior management. GENERAL SUMMARY: DUTIES AND RESPONSIBILITIES: Achieve key department metrics by proactively managing the processing loan pipeline; to include implementing mitigating strategies as needed. Provide technical training and development to Loan Processors and other subordinates on an ongoing basis. Assure accountability is maintained at all times. Provide excellent service to members, solving member complaints professionally and in a timely manner. Manage third party vendor relationships including but not limited to title providers, appraisal management companies, document management companies to assure adherence to standard service and quality levels. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Minimum requirements for this position are: EDUCATION AND EXPERIENCE: 5 to 7 years related real estate loan production experience required. Bachelor's degree or above. Equivalent combination of education and experience may substitute for stated qualifications. Thorough knowledge of real estate loan origination, processing, closing, paperless environment, FNMA/FHLMC guidelines, and all regulatory compliance procedures. Thorough knowledge of real estate pipeline management and metrics analysis to meet expected results. KNOWLEDGE AND SKILLS: Ability to write in English using correct spelling and grammar. Ability to speak clearly, tactfully, and effectively in English. Basic math skills including the ability to compute rates, ratios, and percentages using a 10-key. Proficient in the use of basic applications in a Windows-based environment, including Outlook, Word and Excel. Moderate keyboard skills at 40 wpm. Excellent customer service skills. Salary Range: $78,420.00 to 117,629.00 Salary Range: We welcome all qualified applicants and pride ourselves on our diversity. Reasonable accommodations will be made to enable individuals with disabilities to perform the essential functions of the position. Qualifications Skills Preferred Advanced Customer Service Experience Intermediate MS Word Intermediate MS Outlook Intermediate MS Excel Education Preferred Bachelors or better. Experience Preferred 5-7 years: Real estate loan production experience
Oct 20, 2019
Full time
Job Details Description Chevron Federal Credit Union is one of the top-run credit unions in the country - and one of the largest, with over $3 billion in assets. Yet our corporate culture is not stuffy: the Team Spirit Committee runs fun activities and charitable events throughout the year, and work-life balance, mutual respect, diversity, and providing a voice for every employee are all important to us. As you might imagine, we provide competitive pay and great benefits, including: Bonus/incentives for all regular employees 401(k) with 8% company contribution Medical, dental, and vision insurance for employees and dependents paid at 80% PTO and paid sabbaticals Tuition reimbursement GENERAL SUMMARY: Manage the Mortgage Loan Processing Team to achieve volume and efficiency results in a dynamic, time sensitive production environment. Train, coach and develop Loan Processors and other designated subordinates to promote Credit Union and industry best practices. Achieve other department objectives as set by AVP, Real Estate Lending. Provide excellent service and clear communication to members, Loan Officers, and other department personnel. Provide periodic reports to AVP, Real Estate Loan Production and senior management. GENERAL SUMMARY: DUTIES AND RESPONSIBILITIES: Achieve key department metrics by proactively managing the processing loan pipeline; to include implementing mitigating strategies as needed. Provide technical training and development to Loan Processors and other subordinates on an ongoing basis. Assure accountability is maintained at all times. Provide excellent service to members, solving member complaints professionally and in a timely manner. Manage third party vendor relationships including but not limited to title providers, appraisal management companies, document management companies to assure adherence to standard service and quality levels. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Minimum requirements for this position are: EDUCATION AND EXPERIENCE: 5 to 7 years related real estate loan production experience required. Bachelor's degree or above. Equivalent combination of education and experience may substitute for stated qualifications. Thorough knowledge of real estate loan origination, processing, closing, paperless environment, FNMA/FHLMC guidelines, and all regulatory compliance procedures. Thorough knowledge of real estate pipeline management and metrics analysis to meet expected results. KNOWLEDGE AND SKILLS: Ability to write in English using correct spelling and grammar. Ability to speak clearly, tactfully, and effectively in English. Basic math skills including the ability to compute rates, ratios, and percentages using a 10-key. Proficient in the use of basic applications in a Windows-based environment, including Outlook, Word and Excel. Moderate keyboard skills at 40 wpm. Excellent customer service skills. Salary Range: $78,420.00 to 117,629.00 Salary Range: We welcome all qualified applicants and pride ourselves on our diversity. Reasonable accommodations will be made to enable individuals with disabilities to perform the essential functions of the position. Qualifications Skills Preferred Advanced Customer Service Experience Intermediate MS Word Intermediate MS Outlook Intermediate MS Excel Education Preferred Bachelors or better. Experience Preferred 5-7 years: Real estate loan production experience
Req ID: 52181 Areas of Interest: Private Wealth Advisor BOK Financial (BOKF), Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top 25 U.S.-based financial services holding company with operations in ten states - Oklahoma, Texas, Arkansas, Arizona, Colorado, Kansas/Missouri, New Mexico, Nebraska and Wisconsin. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies. . The Wealth Advisor is primarily responsible for developing, maintaining, and expanding relationships with high net worth individuals and their associated entities. Actively networks both inside and outside the firm for new client relationships, as well as maintaining and expanding current relationships through exceptional client service. Meets with existing and prospective clients to profile, assess financial service needs and propose solutions, often through the use of financial planning tools. Keeps current on economic and market trends, as well as compliance and regulatory issues. PRINCIPAL DUTIES AND RESPONSIBILITIES : 1. Develops, maintains, and expands client relationships, often times in conjunction with other advisors or specialists within the firm; identifies and targets external prospective clients; develops referral sources from within the company and current client list. 2. Conducts client profiling process to determine goals & needs. Delivers financial plans, in conjunction with the Financial Planning team, to assist clients in meeting established & documented goals. Reports performance relative to client objectives on a periodic basis. 3. Conducts business within the guidelines established by regulatory agencies and internal policies, including: attending sales meetings; completing firm-required training sessions and continuing education; maintaining appropriate securities licensing in good standing; complies with correspondence, marketing and sales activity rules; notifies supervisory principal immediately of any client complaint or regulatory inquiry. 4. Maintains up-to-date familiarity with current securities markets and client needs while providing all necessary disclosures, such as those pertaining to investment risks & fees. KNOWLEDGE, SKILLS and ABILITIES: Thorough knowledge of investment-related products and services Thorough knowledge of tax, estate and financial planning principles and concepts Excellent communication skills and ability to prepare and deliver persuasive oral presentations and written reports. Ability to assess specific customer needs, recommend appropriate investment strategies, offer products to meet those needs, and compel customer to act upon those recommendations Proficient PC skills including word processing and spreadsheet applications Sales aptitude/self-motivated/goal oriented May carry FINRA licensure. This level of knowledge is normally acquired through completion of a Bachelor's Degree and 5-7 years in the securities industry or equivalent work related experience of 10-12 years. PREFERENCE: Certified Financial Planner certification Certified Private Wealth Advisor designation BOK Financial is a stable and financially strong organization that provides excellent training and development to support building the long term careers of our employees. With passion, skill and partnership you can make an impact on the success of the bank, our customers and your own career! Apply today and take the first step towards your next career opportunity! BOK Financial is an equal opportunity employer. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, sexual orientation, genetic information or veteran status. Attention All Third Party Agencies, Headhunters, and Recruiters BOK Financial and its Subsidiaries will not accept candidate submission by unsolicited third parties through this site or any company email address. All unsolicited candidates presented to BOK Financial and its Subsidiaries will be considered the property of BOK Financial. BOK Financial and its Subsidiaries will not be responsible for any fees associated with unsolicited candidates, nor will a contractual relationship be formed by the submission. BOK Financial and its Subsidiaries are not obligated and will not under any circumstances pay any fees to said third parties submitting candidates in this manner. BOK Financial and its Subsidiaries only forms contracts with recruiters with whom we have an established business relationship and with whom we have in place a signed agreement. All contact with BOK Financial and its Subsidiaries from third parties must be through our Human Resources Department. Any contact made outside of the BOK Financial Human Resources Department by a third party will cancel any future business relationships between the third party and BOK Financial. Please contact with any questions.
Oct 20, 2019
Full time
Req ID: 52181 Areas of Interest: Private Wealth Advisor BOK Financial (BOKF), Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top 25 U.S.-based financial services holding company with operations in ten states - Oklahoma, Texas, Arkansas, Arizona, Colorado, Kansas/Missouri, New Mexico, Nebraska and Wisconsin. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies. . The Wealth Advisor is primarily responsible for developing, maintaining, and expanding relationships with high net worth individuals and their associated entities. Actively networks both inside and outside the firm for new client relationships, as well as maintaining and expanding current relationships through exceptional client service. Meets with existing and prospective clients to profile, assess financial service needs and propose solutions, often through the use of financial planning tools. Keeps current on economic and market trends, as well as compliance and regulatory issues. PRINCIPAL DUTIES AND RESPONSIBILITIES : 1. Develops, maintains, and expands client relationships, often times in conjunction with other advisors or specialists within the firm; identifies and targets external prospective clients; develops referral sources from within the company and current client list. 2. Conducts client profiling process to determine goals & needs. Delivers financial plans, in conjunction with the Financial Planning team, to assist clients in meeting established & documented goals. Reports performance relative to client objectives on a periodic basis. 3. Conducts business within the guidelines established by regulatory agencies and internal policies, including: attending sales meetings; completing firm-required training sessions and continuing education; maintaining appropriate securities licensing in good standing; complies with correspondence, marketing and sales activity rules; notifies supervisory principal immediately of any client complaint or regulatory inquiry. 4. Maintains up-to-date familiarity with current securities markets and client needs while providing all necessary disclosures, such as those pertaining to investment risks & fees. KNOWLEDGE, SKILLS and ABILITIES: Thorough knowledge of investment-related products and services Thorough knowledge of tax, estate and financial planning principles and concepts Excellent communication skills and ability to prepare and deliver persuasive oral presentations and written reports. Ability to assess specific customer needs, recommend appropriate investment strategies, offer products to meet those needs, and compel customer to act upon those recommendations Proficient PC skills including word processing and spreadsheet applications Sales aptitude/self-motivated/goal oriented May carry FINRA licensure. This level of knowledge is normally acquired through completion of a Bachelor's Degree and 5-7 years in the securities industry or equivalent work related experience of 10-12 years. PREFERENCE: Certified Financial Planner certification Certified Private Wealth Advisor designation BOK Financial is a stable and financially strong organization that provides excellent training and development to support building the long term careers of our employees. With passion, skill and partnership you can make an impact on the success of the bank, our customers and your own career! Apply today and take the first step towards your next career opportunity! BOK Financial is an equal opportunity employer. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, sexual orientation, genetic information or veteran status. Attention All Third Party Agencies, Headhunters, and Recruiters BOK Financial and its Subsidiaries will not accept candidate submission by unsolicited third parties through this site or any company email address. All unsolicited candidates presented to BOK Financial and its Subsidiaries will be considered the property of BOK Financial. BOK Financial and its Subsidiaries will not be responsible for any fees associated with unsolicited candidates, nor will a contractual relationship be formed by the submission. BOK Financial and its Subsidiaries are not obligated and will not under any circumstances pay any fees to said third parties submitting candidates in this manner. BOK Financial and its Subsidiaries only forms contracts with recruiters with whom we have an established business relationship and with whom we have in place a signed agreement. All contact with BOK Financial and its Subsidiaries from third parties must be through our Human Resources Department. Any contact made outside of the BOK Financial Human Resources Department by a third party will cancel any future business relationships between the third party and BOK Financial. Please contact with any questions.
Our office is growing!Award winning, top ten ranked Real Estate Brokerage seeking an Associate Broker to add to our management team.WHAT KIND OF PERSON ARE YOU?• We're looking for ambitious, self-motivated individuals who want to help others get to the next level in their real estate career.• Self-starters who wants to help grow a company.• If you like people, you will love our team culture!• You need good verbal and written communication skills, plus super effective time management habits, and good coaching skills.WE PROVIDE...• Coaching and support to Brokers and Agents alike.• First-class marketing materials and sales support.• Auto generated leads exclusive to you as an Associate Broker.• A proven training/tutoring program.• Advanced mentoring on a weekly basis.• A respected, highly reputable team of motivated agents.Responsibilities:Consistent lead follow-up to grow the sales pipeline Have local knowledge of the community to answer questions about potential homes and the surrounding neighborhood Consult with buyer and seller clients to hone in their home wants and needs and close the deal"Always be consulting" by providing your clients with your very best service and your very best advice to nurture client relationships and generate repeat and referral customers Develop new opportunities within specific geographies served by our team to ensure growth for our business• Support a team of agents with contract writing, compliance issues, and ongoing coaching to help them grow their business• Actively recruit new agents and look for opportunities to grow our office• Help management team develop and implement new coaching strategies to make our agents more successful.Qualifications:A valid Real Estate License is required for this jobShow good organizational and time management skillsSelf motivated and able to perform tasks independentlyAbility to communicate effectively (oral and written)Past sales experience is preferredTech savvy• Active Broker license, or have possessed an active Real Estate Salesperson license for 3 years (we will help you obtain your Broker's License!)About Company: Marc Austin Properties has been ranked as a Top 10 Team by the Richmond Association of Realtors for 16 straight years. We focus on building better agents, which helps our office succeed. With five core pillars: Training, branding, technology, culture, and our exclusive sponsorship formula, our office strives to create great agents with unlimited sales potential.
Oct 20, 2019
Full time
Our office is growing!Award winning, top ten ranked Real Estate Brokerage seeking an Associate Broker to add to our management team.WHAT KIND OF PERSON ARE YOU?• We're looking for ambitious, self-motivated individuals who want to help others get to the next level in their real estate career.• Self-starters who wants to help grow a company.• If you like people, you will love our team culture!• You need good verbal and written communication skills, plus super effective time management habits, and good coaching skills.WE PROVIDE...• Coaching and support to Brokers and Agents alike.• First-class marketing materials and sales support.• Auto generated leads exclusive to you as an Associate Broker.• A proven training/tutoring program.• Advanced mentoring on a weekly basis.• A respected, highly reputable team of motivated agents.Responsibilities:Consistent lead follow-up to grow the sales pipeline Have local knowledge of the community to answer questions about potential homes and the surrounding neighborhood Consult with buyer and seller clients to hone in their home wants and needs and close the deal"Always be consulting" by providing your clients with your very best service and your very best advice to nurture client relationships and generate repeat and referral customers Develop new opportunities within specific geographies served by our team to ensure growth for our business• Support a team of agents with contract writing, compliance issues, and ongoing coaching to help them grow their business• Actively recruit new agents and look for opportunities to grow our office• Help management team develop and implement new coaching strategies to make our agents more successful.Qualifications:A valid Real Estate License is required for this jobShow good organizational and time management skillsSelf motivated and able to perform tasks independentlyAbility to communicate effectively (oral and written)Past sales experience is preferredTech savvy• Active Broker license, or have possessed an active Real Estate Salesperson license for 3 years (we will help you obtain your Broker's License!)About Company: Marc Austin Properties has been ranked as a Top 10 Team by the Richmond Association of Realtors for 16 straight years. We focus on building better agents, which helps our office succeed. With five core pillars: Training, branding, technology, culture, and our exclusive sponsorship formula, our office strives to create great agents with unlimited sales potential.
Brand Overview: ascena retail group, inc. is a leading national specialty retailer offering apparel, shoes, and accessories for women under the Premium Fashion segment (Ann Taylor, LOFT, and Lou & Grey), Value Fashion segment (maurices and dressbarn), Plus Fashion segment (Lane Bryant and Catherines), and for tween girls under the Kids Fashion segment (Justice). ascena retail group, inc. operates ecommerce websites and approximately 4,800 stores throughout the United States, Canada and Puerto Rico.Ready to apply? We currently have an opportunity for a Sr Financial Analyst (Lane Bryant, Catherines, Cacique) to join our team located at our Corporate-LaneBryant-Columbus, OH 43219. Position Overview: The Plus Segment emphasis on fashion and fit - not merely size - makes Lane Bryant, Catherines, and Cacique style leaders. As premier destinations in our categories, we offer fashionable items from casual to wear-to-work outfits as well as exclusive intimates famous for fit and style, accessories and shoes. The Plus segment is a family of brands that respects and serves women and girls. We operate nearly 1000 stores nationwide along with robust ecommerce sites (Lanebryant.com and Catherines.com). Our goal is to embrace our curves and fulfill our promise to women everywhere as the fashion and fit authority. In 2012, Lane Bryant, Catherines, and Cacique joined the ascena Retail Group family of brands. The Senior Financial Analyst will provide financial guidance and business initiative support to our Plus Segment Store Operations organization, consisting of both home office and field-based management teams. Strong cross-functional partnership with multiple home office teams to support key company initiatives. Position requires expertise in data mining and manipulation and is responsible for maintaining recurring business reporting and providing advanced ad-hoc business analysis. The candidate must have a high level of business curiosity, the ability to think strategically, provide thought leadership and seek opportunities for continuous improvement. The successful candidate must possess a strong attention to detail as well as the ability to analyze results, communicate key drivers and make timely recommendations for opportunities to drive top line growth and expense control. Duties Support Plus Segment with financial reporting and key strategic insights to drive performance, revenue growth and field accountability.Develop new and creative ways to look at the business while focusing on enhancement and automation of existing reporting. Partner closely with key Store Operations team to provide financial support and thought leadership on key corporate initiatives.Heavily involved from business case development through test reads / performance hindsight. Key resource for ad-hoc analysis and scenario modeling where significant data manipulation is required. Facilitate monthly business hindsight & key initiative reviews with various corporate and field partners. Partner with IT teams to build new ways of data extraction & report automation while ensuring data integrity on all reports. Experience and Requirements: BS in Finance or other analytical field with 3-7 years of financial / analytical / FP&A experience. Prior Retail experience is preferred. Advanced Excel skills required including advanced spreadsheet management, financial model building and the ability to easily manipulate large volumes of data. Experience with SQL, R, Python, MicroStrategy, APT or other BI applications a plus. Superior Data interpretation skills and proven ability to effectively communicate findings to management and business partners. Actively seek opportunities to initiate new analysis, reporting or projects to drive the business forward. High attention to detail and the ability to consistently generate a quality product with an extreme focus on data accuracy. Excellent multi-tasker with ability to manage projects effectively and prioritize deliverables. #LI-LP1 Location: Corporate-LaneBryant-Columbus, OH 43219 Position Type: Regular/Full time Equal Employment Opportunity The Company is committed to hiring and developing the most qualified people at all levels. It is our policy in all personnel actions to ensure that all associates and potential associates are evaluated on the basis of qualifications and ability without regard to sex (including pregnancy), race, color, national origin, religion, age, disability that can reasonably be accommodated without undue hardship, genetic information, military status, sexual orientation, gender identity, or any other protected classification under federal, state, or local law. We do not discriminate in any of our employment policies and practices. All associates are expected to follow these principles in all relationships with other associates, applicants, or others with whom we do business.
Oct 20, 2019
Full time
Brand Overview: ascena retail group, inc. is a leading national specialty retailer offering apparel, shoes, and accessories for women under the Premium Fashion segment (Ann Taylor, LOFT, and Lou & Grey), Value Fashion segment (maurices and dressbarn), Plus Fashion segment (Lane Bryant and Catherines), and for tween girls under the Kids Fashion segment (Justice). ascena retail group, inc. operates ecommerce websites and approximately 4,800 stores throughout the United States, Canada and Puerto Rico.Ready to apply? We currently have an opportunity for a Sr Financial Analyst (Lane Bryant, Catherines, Cacique) to join our team located at our Corporate-LaneBryant-Columbus, OH 43219. Position Overview: The Plus Segment emphasis on fashion and fit - not merely size - makes Lane Bryant, Catherines, and Cacique style leaders. As premier destinations in our categories, we offer fashionable items from casual to wear-to-work outfits as well as exclusive intimates famous for fit and style, accessories and shoes. The Plus segment is a family of brands that respects and serves women and girls. We operate nearly 1000 stores nationwide along with robust ecommerce sites (Lanebryant.com and Catherines.com). Our goal is to embrace our curves and fulfill our promise to women everywhere as the fashion and fit authority. In 2012, Lane Bryant, Catherines, and Cacique joined the ascena Retail Group family of brands. The Senior Financial Analyst will provide financial guidance and business initiative support to our Plus Segment Store Operations organization, consisting of both home office and field-based management teams. Strong cross-functional partnership with multiple home office teams to support key company initiatives. Position requires expertise in data mining and manipulation and is responsible for maintaining recurring business reporting and providing advanced ad-hoc business analysis. The candidate must have a high level of business curiosity, the ability to think strategically, provide thought leadership and seek opportunities for continuous improvement. The successful candidate must possess a strong attention to detail as well as the ability to analyze results, communicate key drivers and make timely recommendations for opportunities to drive top line growth and expense control. Duties Support Plus Segment with financial reporting and key strategic insights to drive performance, revenue growth and field accountability.Develop new and creative ways to look at the business while focusing on enhancement and automation of existing reporting. Partner closely with key Store Operations team to provide financial support and thought leadership on key corporate initiatives.Heavily involved from business case development through test reads / performance hindsight. Key resource for ad-hoc analysis and scenario modeling where significant data manipulation is required. Facilitate monthly business hindsight & key initiative reviews with various corporate and field partners. Partner with IT teams to build new ways of data extraction & report automation while ensuring data integrity on all reports. Experience and Requirements: BS in Finance or other analytical field with 3-7 years of financial / analytical / FP&A experience. Prior Retail experience is preferred. Advanced Excel skills required including advanced spreadsheet management, financial model building and the ability to easily manipulate large volumes of data. Experience with SQL, R, Python, MicroStrategy, APT or other BI applications a plus. Superior Data interpretation skills and proven ability to effectively communicate findings to management and business partners. Actively seek opportunities to initiate new analysis, reporting or projects to drive the business forward. High attention to detail and the ability to consistently generate a quality product with an extreme focus on data accuracy. Excellent multi-tasker with ability to manage projects effectively and prioritize deliverables. #LI-LP1 Location: Corporate-LaneBryant-Columbus, OH 43219 Position Type: Regular/Full time Equal Employment Opportunity The Company is committed to hiring and developing the most qualified people at all levels. It is our policy in all personnel actions to ensure that all associates and potential associates are evaluated on the basis of qualifications and ability without regard to sex (including pregnancy), race, color, national origin, religion, age, disability that can reasonably be accommodated without undue hardship, genetic information, military status, sexual orientation, gender identity, or any other protected classification under federal, state, or local law. We do not discriminate in any of our employment policies and practices. All associates are expected to follow these principles in all relationships with other associates, applicants, or others with whom we do business.
Job Description: At Bank of America, we handle the finances of over 67 million client relationships every day, including helping them save, borrow and invest for today and for their future. We stand by our clients each and every day giving them the power to realize their personal financial goals and help make their financial lives better. If you join our team, we'll count on you to care for, advise and guide our clients when they need us most - whether they're just starting out, buying a home, building a family or planning for retirement. We're looking for the next generation of Relationship Bankers - those with a passion for growing a long-term career, building relationships and working with a team of client professionals in one of over 4,000 locations nationwide. The Relationship Banker role is meant for those looking to make a real impact and build a career in financial services. The role is ideal for those who have a passion to engage and educate clients with our industry leading digital banking solutions. As a Relationship Banker, you'll introduce clients to the various high-tech and high-touch choices they have to do their banking in ways that are most convenient for them. From day one, you'll receive training from our award-winning Academy at Bank of America , including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience. With demonstrated success, you'll have the opportunity to advance into roles as a Relationship Manager, Financial Advisor, Financial Center Operations Manager or Financial Center Manager - with unlimited opportunity to grow throughout the company. The Academy will support you with dedicated programs, tools and resources throughout your career journey. We'll help you • Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. • Grow in your current role through one-on-one coaching from Academy managers who are invested in your success and training programs that help you excel, build new skills or take on additional responsibility. • Continuously learn and advance your career goals through intentional career paths to the next best role. • Use resources and innovative technologies to optimize the client experience. • Confidently build relationships with clients by using a defined consultative questioning approach that will help you gain in-depth knowledge of clients' financial life priorities and connect them to our solutions that meet their financial goals. • Expand your business knowledge and network by partnering with experts in small business, lending and investments. • Become an expert in using digital resources and technologies to optimize the client's digital banking preferences. • Process transactions accurately and efficiently to build client confidence and trust, based on established policies and procedures As a Relationship Banker, you can look forward to • Ongoing professional development to deepen your skills and optimize your expertise as the industry evolves and changes. • Resources and dedicated support to help you reach your full potential throughout your career. • A benefits programs designed to meet the diverse needs of our employees at every stage of their life and help them plan for tomorrow. • Progressive workplace practices and initiatives that promote inclusion. We're a culture that • Believes in responsible growth and has a proven dedication to supporting the communities we serve. • Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience. • Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world. • Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs. Required skills: • Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. • Collaborates effectively to get things done, building and nurturing strong relationships. • Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives. • Is confident in identifying solutions for new and existing clients based on their needs. • Communicates effectively and confidently, and is comfortable engaging all clients. • Has the ability to learn and adapt to new information and technology platforms. • Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). • Applies strong critical thinking and problem-solving skills to meet clients' needs. • Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. • Efficiently manages your time and capacity. • Focuses on results, while acting in the best interest of the client. • Can be flexible to work weekends and/or extended hours as needed. Desired skills: • Experience in financial services and knowledge of financial services industry, products and solutions. • One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. • Six months of cash handling experience. • Bachelor's degree or business relevant associate degree such as business management, business administration, or finance.
Oct 20, 2019
Full time
Job Description: At Bank of America, we handle the finances of over 67 million client relationships every day, including helping them save, borrow and invest for today and for their future. We stand by our clients each and every day giving them the power to realize their personal financial goals and help make their financial lives better. If you join our team, we'll count on you to care for, advise and guide our clients when they need us most - whether they're just starting out, buying a home, building a family or planning for retirement. We're looking for the next generation of Relationship Bankers - those with a passion for growing a long-term career, building relationships and working with a team of client professionals in one of over 4,000 locations nationwide. The Relationship Banker role is meant for those looking to make a real impact and build a career in financial services. The role is ideal for those who have a passion to engage and educate clients with our industry leading digital banking solutions. As a Relationship Banker, you'll introduce clients to the various high-tech and high-touch choices they have to do their banking in ways that are most convenient for them. From day one, you'll receive training from our award-winning Academy at Bank of America , including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience. With demonstrated success, you'll have the opportunity to advance into roles as a Relationship Manager, Financial Advisor, Financial Center Operations Manager or Financial Center Manager - with unlimited opportunity to grow throughout the company. The Academy will support you with dedicated programs, tools and resources throughout your career journey. We'll help you • Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. • Grow in your current role through one-on-one coaching from Academy managers who are invested in your success and training programs that help you excel, build new skills or take on additional responsibility. • Continuously learn and advance your career goals through intentional career paths to the next best role. • Use resources and innovative technologies to optimize the client experience. • Confidently build relationships with clients by using a defined consultative questioning approach that will help you gain in-depth knowledge of clients' financial life priorities and connect them to our solutions that meet their financial goals. • Expand your business knowledge and network by partnering with experts in small business, lending and investments. • Become an expert in using digital resources and technologies to optimize the client's digital banking preferences. • Process transactions accurately and efficiently to build client confidence and trust, based on established policies and procedures As a Relationship Banker, you can look forward to • Ongoing professional development to deepen your skills and optimize your expertise as the industry evolves and changes. • Resources and dedicated support to help you reach your full potential throughout your career. • A benefits programs designed to meet the diverse needs of our employees at every stage of their life and help them plan for tomorrow. • Progressive workplace practices and initiatives that promote inclusion. We're a culture that • Believes in responsible growth and has a proven dedication to supporting the communities we serve. • Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience. • Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world. • Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs. Required skills: • Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. • Collaborates effectively to get things done, building and nurturing strong relationships. • Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives. • Is confident in identifying solutions for new and existing clients based on their needs. • Communicates effectively and confidently, and is comfortable engaging all clients. • Has the ability to learn and adapt to new information and technology platforms. • Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). • Applies strong critical thinking and problem-solving skills to meet clients' needs. • Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. • Efficiently manages your time and capacity. • Focuses on results, while acting in the best interest of the client. • Can be flexible to work weekends and/or extended hours as needed. Desired skills: • Experience in financial services and knowledge of financial services industry, products and solutions. • One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. • Six months of cash handling experience. • Bachelor's degree or business relevant associate degree such as business management, business administration, or finance.
The Loss Prevention Specialist (LPS) is a key high level hourly associate position in the Amazon Fulfillment Centers (FCs). The Loss Prevention Specialist leads the effort to efficiently and effectively provide security services and asset (lives, buildings, equipment, inventory, data, & intellectual property) protection in a designated fulfillment center. The LP Specialist reports to the Loss Prevention Manager responsible for their facility, and aids them in supporting the FC Operational team, and the cross functional teams throughout the organization. Key Responsibilities Include: • Enhance, track, and report on metrics which are key performance indicators, allowing performance improvements so that the desired outcomes are achieved to plan and in a timely manner • Ensure internal controls per Sarbanes Oxley (SOX) requirements related to area are fulfilled • Assist with investigations of internal and external theft and fraud and conduct interviews when appropriate • Inspire performance excellence on the part of all security services team members • Ensure that you understand, align performance and actions with and can clearly articulate the vision and values of the organization and their department • Meet or surpass your objectives that align with security service model • Identify, promote and implement security best practices in a designated FC • Serve as department's liaison and security subject matter expert for facility management keeping them abreast of key issues, strategies and the department's performance • Utilize Lean and Six Sigma methods to drive process improvements and increase efficiency • Effectively partner with internal customers in evaluating current and future security services, processes and initiatives • Coordinate data collection, through database polling or data entry, from multiple FCs; and conduct analysis generating strategic and tactical interpretations • 1+ year experience in security services, asset protection, audit, risk management, inventory control, quality assurance, or other related field • Proficient with MS Office Professional Suite, including intermediate knowledge of Excel • Must be flexible to work weekends and/or overnight shifts as necessary • High school diploma or equivalent • Able to work in an industrial environment that requires walking up to 5 miles a day and ability to lift up to 20 lbs • Familiarity with Lean Six Sigma concepts desired and certification • Strong familiarity with data bases (querying and analyzing) such as SQL, MYSQL, Access, Exception Based Reporting, etc. • Interviewing and Interrogation experience desired and Wicklander and Zulawski certification is a plus • Bachelor's degree or on track to obtaining a Bachelor's degree in less than one year • Experience with warehouse or distribution center services • Workplace Violence and/or Business Continuity experience • Awareness and implementation of best practices related to the utilization of physical security systems, investigation techniques, effective oversight of contract security officers, and distribution center loss mitigation techniques • Demonstrated ability to work independently with off-site supervision • Must have strong oral and written communication skills • Comfortable working in a fast-paced and multi-tasking environment • Analytical experience in performance based, action and results oriented setting Amazon is an Equal Opportunity-Affirmative Action Employer - Minority / Female / Disability / Veteran / Gender Identity / Sexual Orientation. Amazon offers competitive packages including comprehensive health care, 401(k), restricted stock units, growth potential and a challenging and exciting work environment.
Oct 20, 2019
Full time
The Loss Prevention Specialist (LPS) is a key high level hourly associate position in the Amazon Fulfillment Centers (FCs). The Loss Prevention Specialist leads the effort to efficiently and effectively provide security services and asset (lives, buildings, equipment, inventory, data, & intellectual property) protection in a designated fulfillment center. The LP Specialist reports to the Loss Prevention Manager responsible for their facility, and aids them in supporting the FC Operational team, and the cross functional teams throughout the organization. Key Responsibilities Include: • Enhance, track, and report on metrics which are key performance indicators, allowing performance improvements so that the desired outcomes are achieved to plan and in a timely manner • Ensure internal controls per Sarbanes Oxley (SOX) requirements related to area are fulfilled • Assist with investigations of internal and external theft and fraud and conduct interviews when appropriate • Inspire performance excellence on the part of all security services team members • Ensure that you understand, align performance and actions with and can clearly articulate the vision and values of the organization and their department • Meet or surpass your objectives that align with security service model • Identify, promote and implement security best practices in a designated FC • Serve as department's liaison and security subject matter expert for facility management keeping them abreast of key issues, strategies and the department's performance • Utilize Lean and Six Sigma methods to drive process improvements and increase efficiency • Effectively partner with internal customers in evaluating current and future security services, processes and initiatives • Coordinate data collection, through database polling or data entry, from multiple FCs; and conduct analysis generating strategic and tactical interpretations • 1+ year experience in security services, asset protection, audit, risk management, inventory control, quality assurance, or other related field • Proficient with MS Office Professional Suite, including intermediate knowledge of Excel • Must be flexible to work weekends and/or overnight shifts as necessary • High school diploma or equivalent • Able to work in an industrial environment that requires walking up to 5 miles a day and ability to lift up to 20 lbs • Familiarity with Lean Six Sigma concepts desired and certification • Strong familiarity with data bases (querying and analyzing) such as SQL, MYSQL, Access, Exception Based Reporting, etc. • Interviewing and Interrogation experience desired and Wicklander and Zulawski certification is a plus • Bachelor's degree or on track to obtaining a Bachelor's degree in less than one year • Experience with warehouse or distribution center services • Workplace Violence and/or Business Continuity experience • Awareness and implementation of best practices related to the utilization of physical security systems, investigation techniques, effective oversight of contract security officers, and distribution center loss mitigation techniques • Demonstrated ability to work independently with off-site supervision • Must have strong oral and written communication skills • Comfortable working in a fast-paced and multi-tasking environment • Analytical experience in performance based, action and results oriented setting Amazon is an Equal Opportunity-Affirmative Action Employer - Minority / Female / Disability / Veteran / Gender Identity / Sexual Orientation. Amazon offers competitive packages including comprehensive health care, 401(k), restricted stock units, growth potential and a challenging and exciting work environment.
Ledyard National Bank is seeking an experienced individual to join our Commercial Lending team. Responsibilities: This individual will be responsible for the oversight and management of the credit underwriting function, commercial credit administration, cash management, and the technological initiatives within the commercial credit and administration function. This person will evaluate staffing, develop training programs, and recommend enhancements and efficiencies to ensure improvements in both the quality of the work product and the client experience. The Credit Manager will recommend changes in credit policy and commercial banking practices. This individual will act as liaison between the operations department and commercial banking. As needed will perform financial analyses and underwrite more complex credits. This person will attend client meetings, business meetings, and community events. Qualifications: Candidates will have a Bachelor's degree in finance, accounting, business or equivalent with five plus years of commercial banking/credit experience. Candidates should have strong communication and analytical skills, ability to work through complex issues, develop multiple solutions, and have great supervisory and management skills.
Oct 20, 2019
Full time
Ledyard National Bank is seeking an experienced individual to join our Commercial Lending team. Responsibilities: This individual will be responsible for the oversight and management of the credit underwriting function, commercial credit administration, cash management, and the technological initiatives within the commercial credit and administration function. This person will evaluate staffing, develop training programs, and recommend enhancements and efficiencies to ensure improvements in both the quality of the work product and the client experience. The Credit Manager will recommend changes in credit policy and commercial banking practices. This individual will act as liaison between the operations department and commercial banking. As needed will perform financial analyses and underwrite more complex credits. This person will attend client meetings, business meetings, and community events. Qualifications: Candidates will have a Bachelor's degree in finance, accounting, business or equivalent with five plus years of commercial banking/credit experience. Candidates should have strong communication and analytical skills, ability to work through complex issues, develop multiple solutions, and have great supervisory and management skills.
Job Description: Palo Alto based wealth management team is looking for a full analyst to work with Partner on client investment analysis and reporting. Analyst will review investment ideas and client portfolios for suitable investments. This person will assist with client monthly and quarterly performance reporting of investments which involves gathering data and preparing the detailed reports. Analyst will assist on the implementation of proposals and help with client communication of progress. The work involves spreadsheet, Bloomberg, and power point applications. It also involves understanding client mobility tools and being comfortable helping clients maximize these tools. Ideal candidate is thoughtful about client perspective, is detail oriented, and has strong computer and writing skills. Prior investment experience is a plus. Analyst will work directly for Partner but will also be part of a team of client associates who work on client administration. The Analyst (Registered) is a fully paid or firm paid (exception only), salaried, exempt position on the Financial Advisor Team to further develop and service their client base. The Analyst is responsible for implementing and executing the Optimal Practice Model (OPM) in their specific functional role (i.e. Business Development, Business Management, Relationship Management or Investments). Specific accountabilities for the role may vary depending on the team's practice. Performance is measured by the FA or FA team, along with OMT, through specific goals, metrics, and behavior related to the execution of the OPM function. The Analyst (Non Registered) is a non exempt position for a non -licensed hire lacking a license and/or designation, until fully licensed and designation achieved. The Analyst (Registered) is a non-exempt position for licensed employees that are in progress of completing their designation in 12-months. Analyst (Non-exempt) This role is a temporary position to allow externally hired individuals to obtain their license within 6 months. If they do not do so, they cannot continue in the role beyond 6 months. At the same time, they have twelve months from license completion to obtain a firm approved designation Obtain license and pursue a firm approved designation Develop and maintain client profiles including analysis of present position and creation of balance sheet and net worth statement. Ensure risk profiles, goals, objectives and asset allocations are appropriate. Utilize Investor Personality Analysis tool Deliver full range of Goals -Based Wealth Management strategies and tools and leverage specialists as appropriate. Partner with internal specialists (e.g., W M bankers, Retirement specialists, PBIG, Trust and Insurance experts) and external advisors to deliver holistic goals-based financial solutions Identify and establish target niche client segments and establish a strong reputation within those markets, as well as the designations to support the practice's specialization Prepare and present client reports/r reviews and measure progress to goals Maintain and execute a well-developed and clear marketing plan Analyst Registered (Non-exempt) This role is a temporary position to allow externally hired individuals and internally transferred employees to obtain their designation within 12-months. Employees selecting designations with lengthier completion times will be granted the term identified by the designation organization to complete. Failure to complete the designation level per the recommended time frame will result in the employee removed from the role. Pursue firm approved designation Develop and maintain client profiles including analysis of present position and creation of balance sheet and net worth statement. Ensure risk profiles, goals, objectives and asset allocations are appropriate. Utilize Investor Personality Analysis tool Deliver full range of Goals -Based Wealth Management strategies and tools and leverage specialists as appropriate. Partner with internal specialists (e.g., W M bankers, Retirement specialists, PBIG, Trust and Insurance experts) and external advisors to deliver holistic goals-based financial solutions Identify and establish target niche client segments and establish a strong reputation within those markets, as well as the designations to support the practice's specialization Prepare and present client reports/r reviews and measure progress to goals Maintain and execute a well-developed and clear marketing plan Specific Accountabilities: Develop and service client segments and the next generations and beneficiaries. Develop, profile, and qualify new prospective clients through practice client acquisition strategies Organize client events, referral alliances, and targeted seminars with a focus on strategic networking, sourcing and introductions Implement Goals-Based Wealth Management process utilizing current tools and technologies for clients and prospects. Gather additional assets from existing client base and deepen relationships by partnering with all GWIM partners to deliver full breadth of solutions. Coordinate technological support through the development of portfolio analysis, proposals and direct mail campaigns utilizing Salesforce and other tools and resources. Provide technical expertise in certain product areas (e.g. Corporate 401(k), Rule 144, Insurance, Wealth Management Workstation ) Provide marketing and organizational support. May support additional activities included in Good/Better/Best of OPM Requirements: Either Series 7 and 66 licenses or Series 7, 63, and 65 licenses All state licenses in support of FA or FA Team's client base All product licenses in support of FA or FA Team's client base Obtain and/or maintain at least one firm approved designation Safe Act Registered
Oct 20, 2019
Full time
Job Description: Palo Alto based wealth management team is looking for a full analyst to work with Partner on client investment analysis and reporting. Analyst will review investment ideas and client portfolios for suitable investments. This person will assist with client monthly and quarterly performance reporting of investments which involves gathering data and preparing the detailed reports. Analyst will assist on the implementation of proposals and help with client communication of progress. The work involves spreadsheet, Bloomberg, and power point applications. It also involves understanding client mobility tools and being comfortable helping clients maximize these tools. Ideal candidate is thoughtful about client perspective, is detail oriented, and has strong computer and writing skills. Prior investment experience is a plus. Analyst will work directly for Partner but will also be part of a team of client associates who work on client administration. The Analyst (Registered) is a fully paid or firm paid (exception only), salaried, exempt position on the Financial Advisor Team to further develop and service their client base. The Analyst is responsible for implementing and executing the Optimal Practice Model (OPM) in their specific functional role (i.e. Business Development, Business Management, Relationship Management or Investments). Specific accountabilities for the role may vary depending on the team's practice. Performance is measured by the FA or FA team, along with OMT, through specific goals, metrics, and behavior related to the execution of the OPM function. The Analyst (Non Registered) is a non exempt position for a non -licensed hire lacking a license and/or designation, until fully licensed and designation achieved. The Analyst (Registered) is a non-exempt position for licensed employees that are in progress of completing their designation in 12-months. Analyst (Non-exempt) This role is a temporary position to allow externally hired individuals to obtain their license within 6 months. If they do not do so, they cannot continue in the role beyond 6 months. At the same time, they have twelve months from license completion to obtain a firm approved designation Obtain license and pursue a firm approved designation Develop and maintain client profiles including analysis of present position and creation of balance sheet and net worth statement. Ensure risk profiles, goals, objectives and asset allocations are appropriate. Utilize Investor Personality Analysis tool Deliver full range of Goals -Based Wealth Management strategies and tools and leverage specialists as appropriate. Partner with internal specialists (e.g., W M bankers, Retirement specialists, PBIG, Trust and Insurance experts) and external advisors to deliver holistic goals-based financial solutions Identify and establish target niche client segments and establish a strong reputation within those markets, as well as the designations to support the practice's specialization Prepare and present client reports/r reviews and measure progress to goals Maintain and execute a well-developed and clear marketing plan Analyst Registered (Non-exempt) This role is a temporary position to allow externally hired individuals and internally transferred employees to obtain their designation within 12-months. Employees selecting designations with lengthier completion times will be granted the term identified by the designation organization to complete. Failure to complete the designation level per the recommended time frame will result in the employee removed from the role. Pursue firm approved designation Develop and maintain client profiles including analysis of present position and creation of balance sheet and net worth statement. Ensure risk profiles, goals, objectives and asset allocations are appropriate. Utilize Investor Personality Analysis tool Deliver full range of Goals -Based Wealth Management strategies and tools and leverage specialists as appropriate. Partner with internal specialists (e.g., W M bankers, Retirement specialists, PBIG, Trust and Insurance experts) and external advisors to deliver holistic goals-based financial solutions Identify and establish target niche client segments and establish a strong reputation within those markets, as well as the designations to support the practice's specialization Prepare and present client reports/r reviews and measure progress to goals Maintain and execute a well-developed and clear marketing plan Specific Accountabilities: Develop and service client segments and the next generations and beneficiaries. Develop, profile, and qualify new prospective clients through practice client acquisition strategies Organize client events, referral alliances, and targeted seminars with a focus on strategic networking, sourcing and introductions Implement Goals-Based Wealth Management process utilizing current tools and technologies for clients and prospects. Gather additional assets from existing client base and deepen relationships by partnering with all GWIM partners to deliver full breadth of solutions. Coordinate technological support through the development of portfolio analysis, proposals and direct mail campaigns utilizing Salesforce and other tools and resources. Provide technical expertise in certain product areas (e.g. Corporate 401(k), Rule 144, Insurance, Wealth Management Workstation ) Provide marketing and organizational support. May support additional activities included in Good/Better/Best of OPM Requirements: Either Series 7 and 66 licenses or Series 7, 63, and 65 licenses All state licenses in support of FA or FA Team's client base All product licenses in support of FA or FA Team's client base Obtain and/or maintain at least one firm approved designation Safe Act Registered
