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Bartlett Wealth Management jobs in Cincinnati, OH - 5857 jobs

  • CRM Systems Administrator

    Bartlett Wealth Management 3.3company rating

    Bartlett Wealth Management job in Cincinnati, OH

    Job Description This position is responsible for managing and supporting the technical aspects of the company's CRM platform, ensuring data integrity, and facilitating system integrations. The individual will act as a liaison with the CRM provider's MSP and may assume advanced responsibilities based on experience. Additional responsibilities include scripting and automation, Microsoft Active Directory administration, and general IT/application support. This position offers a great opportunity to collaborate with management and key user groups to implement client-specific and internal processes and workflows that will lead to a more efficient and productive client service experience. Key Responsibilities:CRM Administration and Support Provide support and system administration for CRM, including user roles, permissions, and workflows. Collaborate with MSP for escalated issues and system enhancements. Ensure data integrity and compliance with governance standards. Integration and Process Improvement Provide support for existing API-based integrations and ETL processes between CRM and other systems. Assist in developing new workflows for efficiency and scalability. Write and execute scripts to automate system tasks. Technical Support Manage network folder structures and permissions. Perform Microsoft Active Directory tasks (unlock accounts, grant permissions). Provide Tier 1/Tier 2 technical support for applications and systems. Troubleshoot user issues across CRM and related platforms. Requirements Education & Experience Bachelor's degree in IT, Business Administration, or another related field is preferred. 3-5 years of relevant work experience with a financial services/wealth management firm is preferred. Strong aptitude and experience working with wealth management systems is preferred. Systems include, but are not limited to, Addepar, Redblack, Practifi. Salesforce Certified Administrator certification required. Salesforce Certified Advanced Administrator certification a plus. Salesforce Platform Developer I certification highly desirable. Technical Skills Strong aptitude and proficiency in technology solutions, including but not limited to, Adobe Acrobat and Microsoft Office Suite (Excel, Word, and Outlook). Proficiency in digital document filing systems is a plus. Core Competencies Must foster a team player environment. Dedicated to providing legendary client service. Excellent English grammar, vocabulary, spelling, and punctuation - oral and written. Must have the ability to communicate effectively with a wide range of people in a professional and courteous manner. Must embrace process disruption and innovation. Must have excellent organizational and prioritization skills. Self-starter with strong follow-through and exceptional attention to detail. Must have excellent problem-solving skills. Must have the ability to use standard office equipment and learn new office technology. What We Value Initiative, accountability, and intrinsic motivation. Commitment to delivering high-quality work and supporting team success. Enthusiasm for learning and embracing change in a fast-paced environment. Benefits Company Culture & Benefits We believe in fostering a collaborative, inclusive, and growth-oriented environment. Our team values integrity, innovation, and continuous learning. We offer competitive compensation and benefits to support your professional and personal well-being. Comprehensive benefits package including medical, dental, vision, life, and long-term disability insurance, flexible spending accounts and the additional items below. 401(k) retirement plan with company match and profit sharing Generous paid time off and holidays Paid parental and medical leave Professional development and training opportunities Supportive and collaborative team culture Hybrid work schedule #LI-Hybrid #LI-KM1
    $60k-80k yearly est. 27d ago
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  • General Manager

    Community Choice Financial Family of Brands 4.4company rating

    Hamilton, OH job

    Your Opportunity: General Manager CheckSmart Hamilton, OH As a General Manager (GM), you'll provide reliable financial solutions to help customers manage everyday challenges. As the driving force behind the store's success, you'll manage daily operations and lead your team to grow revenue, uphold compliance, and build brand loyalty through world-class customer service. It's a fast-paced, customer-focused environment designed to inspire high-performance, growth, and innovation. While you're pouring into your team's development, we invest in your growth through hands-on coaching, executive exposure, and development programs. Your drive for results and passion for people coupled with our comprehensive training will gear you with the tools to make an impact on your team, customers, career, and earning potential. What We Offer: Benefits & Perks* Paid on-the-job training and a comprehensive new hire program. Access to a robust learning management system, full of e-learning modules to help boost your professional and personal development. Cross brand training that enables you to move into opportunities at any one of our eleven brands across the country. Performance-based career advancement. Educational reimbursement program. Multiple coverage choices for medical insurance, all include telemedicine and medical spending account options (HSA/FSA). Traditional 401(k) and Roth 401(k) Retirement plan with a generous Company match program. Company-Sponsored Life and AD&D Insurance. Basic and Enhanced Voluntary benefits so you may choose the right coverage at the right price for you and your family. Plans include dental, vision, short-term and long-term disability plans, supplemental life and AD&D insurance, accident, critical illness, hospital indemnity, ID theft protection, legal services program, and pet insurance. Free access to mental health resources, life coaching, and more for you and your family members through our Employee Assistance Program. Free access to exclusive discounts from nationwide and local retailers through our Discount Marketplace. Paid time off that grows with you, starting with 12 days in your first year. A relaxed, business casual dress code that includes jeans and sneakers! *Based on current benefit offering, which is subject to change with or without notice. Certain benefits are subject to the terms and conditions of the governing plan documents which should be consulted for additional details and eligibility requirements. What We're Looking For - Qualifications and Skills: A high school diploma or equivalent. Minimum two years' experience with proven success in a supervisory or leadership role in retail, finance, service, or related industries. Excellent verbal and written communication skills. Proficiency in using phones, Point of Sale, Microsoft Office, and other systems. Valid driver's license, auto insurance, and personal vehicle to use throughout the workday (mileage compensated). Must be at least 18 years of age (19 in Alabama). Background check required. All background checks are conducted, and their results are considered, in accordance with applicable law. The ability to meet the physical demands of this position, which frequently includes remaining in a stationary position, including standing up to 90% of the time; moving and transporting up to 25 pounds; moving inside and outside of the store; and operating mechanical controls, such as a keyboard Nice to Haves - Preferred Qualifications and Skills Associates degree or higher. Experience in check cashing, document verification, money order processing. Bilingual (English/Spanish) is a plus and may be required for certain locations. What You'll Do - Essential Duties and Responsibilities: Manage overall store performance by meeting or exceeding Company performance standards. Coach, lead, and develop all team members to build new business and increase store growth by demonstrating knowledge of and training on systems, Company standards, account management, recovery (collections), job duties, and performance reports. Lead the charge for all team members to identify local marketing strategies, use business-to-business partnership opportunities, obtain referrals, host and participate in community and in-store events to steer growth and build revenue. Examine, evaluate, and process loan/pawn applications and all relevant transactions, and assess risk within established limits. Enforce adherence to quality standards, procedures, and local and state laws and regulations. Participate in audits and compliance reviews as directed by the corporate office or District Manager. Supervise and maintain office security including cash management and loss prevention by verifying and documenting cash overages/shortages, vault, inventory, deposits, and expenses. Conduct proper opening and closing procedures and train new staff in keyholder duties. Participate in the selection, review, hiring, and retention of new employees. Develop work schedules in accordance with budget, workloads, and store needs. Ensure the store is staffed for optimal performance. Handle complex customer situations that arise with integrity and professionalism. Monitor and maintain internal and external store appearance and address basic facility needs, including scheduling maintenance services. This includes overseeing the store planogram and ensuring seasonal and/or promotional marketing material are displayed properly. Perform duties outside of the office, when applicable, including on site vehicle appraisals, store errands, and external marketing. Work efficiently in a rapidly changing and fast-paced environment and handle multiple challenging tasks with ease to meet individual and team performance standards. Conduct additional tasks as directed by leadership. Maintain a full-time work schedule with regular, in-person attendance, including weekends. A full-time work schedule for this position includes, at a minimum, 40 hours per week **Store hours, schedules, and/or the minimum number of hours required for this position may be subject to change by brand and at the sole discretion of the Company. Speak with your recruiter about the most up-to-date requirements. Workplace Awards & Recognition: We are honored to be recognized as a Military Friendly Employer and Military Friendly Spouse Employer for four consecutive years and have received designation as a Top Employer for Hispanic and Latinos by HLPA in 2023, 2024, and 2025. Additionally, we have been named one of America's Greatest Workplace in Financial Services 2025 by Newsweek. Our Purpose: The Community Choice Financial Family of Brands ("CCF" or the “Company”), is one of the largest consumer specialty finance organizations in the U.S. We provide our customers, Team Members, and communities the Power of Choice with over 10 brands represented in more than 1,500 brick-and-mortar stores serving 24 states and online product offerings in 20 states. Community Choice Financial Family of Brands is steadfast in our commitment to help people across the country get access to the short-term financial services they need when they need it the most. Think you'll thrive here? Learn more at ************************************************* The information contained herein is not intended to be an all-inclusive list of the duties and responsibilities of the job, nor is it intended to be an all-inclusive list of the skills and abilities required to do the job. The Company may, at its discretion, revise the job description at any time, and additional functions and requirements may be assigned by supervisors as deemed appropriate. Requirements, skills, and abilities included have been determined to illustrate the minimal standards required to successfully perform the position. Important: The Community Choice Financial Family of Brands will never ask you for banking or other payment information at any point during the interview or hiring process, nor will we conduct an interview via text message. Any official email correspondence will come from the *****************. In-store positions are in person only. The Community Choice Financial Family of Brands is committed to providing an inclusive workplace free of discrimination based on race, color, religion, sex, age, national origin, military status, disability, pregnancy, sexual orientation, gender identity or expression, genetic information or any other characteristic protected by applicable law. Candidates of all backgrounds are encouraged to apply. CCFI Companies, LLC is an equal-opportunity employer.
    $41k-77k yearly est. Auto-Apply 1d ago
  • Financial Advisor

    Edward Jones 4.5company rating

    Lima, OH job

    This job posting is anticipated to remain open for 30 days, from 15-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA
    $45k-100k yearly 4d ago
  • General Manager

    Community Choice Financial Family of Brands 4.4company rating

    Columbus, OH job

    Your Opportunity: General Manager CheckSmart Columbus, OH As a General Manager (GM), you'll provide reliable financial solutions to help customers manage everyday challenges. As the driving force behind the store's success, you'll manage daily operations and lead your team to grow revenue, uphold compliance, and build brand loyalty through world-class customer service. It's a high-performance, customer-focused environment designed to inspire growth and innovation. While you're pouring into your team's development, we invest in your growth through hands-on coaching, executive exposure, and development programs. Your drive for results and passion for people coupled with our comprehensive training will gear you with the tools to make an impact on your team, customers, career, and earning potential. What We Offer: Benefits & Perks* Paid on-the-job training and a comprehensive new hire program. Access to a robust learning management system, full of e-learning modules to help boost your professional and personal development. Cross brand training that enables you to move into opportunities at any one of our eleven brands across the country. Performance-based career advancement. Educational reimbursement program. Multiple coverage choices for medical insurance, all include telemedicine and medical spending account options (HSA/FSA). Traditional 401(k) and Roth 401(k) Retirement plan with a generous Company match program. Company-Sponsored Life and AD&D Insurance. Basic and Enhanced Voluntary benefits so you may choose the right coverage at the right price for you and your family. Plans include dental, vision, short-term and long-term disability plans, supplemental life and AD&D insurance, accident, critical illness, hospital indemnity, ID theft protection, legal services program, and pet insurance. Free access to mental health resources, life coaching, and more for you and your family members through our Employee Assistance Program. Free access to exclusive discounts from nationwide and local retailers through our Discount Marketplace. Paid time off that grows with you, starting with 12 days in your first year. A relaxed, business casual dress code that includes jeans and sneakers! *Based on current benefit offering, which is subject to change with or without notice. Certain benefits are subject to the terms and conditions of the governing plan documents which should be consulted for additional details and eligibility requirements. What We're Looking For - Qualifications and Skills: A high school diploma or equivalent. Minimum two years' experience with proven success in a supervisory or leadership role in retail, finance, service, or related industries. Operations experience in a leadership capacity. Excellent verbal and written communication skills. Proficiency in using phones, Point of Sale, Microsoft Office, and other systems. Valid driver's license, auto insurance, and personal vehicle to use throughout the workday (mileage compensated). Must be at least 18 years of age (19 in Alabama). Background check required. All background checks are conducted, and their results are considered, in accordance with applicable law. The ability to meet the physical demands of this position, which frequently includes remaining in a stationary position, including standing up to 90% of the time; moving and transporting up to 25 pounds; moving inside and outside of the store; and operating mechanical controls, such as a keyboard. Nice to Haves - Preferred Qualifications and Skills Associates degree or higher. Experience in check cashing, document verification, money order processing. Bilingual (English/Spanish) is a plus and may be required for certain locations. What You'll Do - Essential Duties and Responsibilities: Manage overall store performance by meeting or exceeding Company performance standards. Coach, lead, and develop all team members to build new business and increase store growth by demonstrating knowledge of and training on systems, Company standards, account management, recovery (collections), job duties, and performance reports. Lead the charge for all team members to identify local marketing strategies, use business-to-business partnership opportunities, obtain referrals, host and participate in community and in-store events to steer growth and build revenue. Examine, evaluate, and process loan/pawn applications and all relevant transactions, and assess risk within established limits. Enforce adherence to quality standards, procedures, and local and state laws and regulations. Participate in audits and compliance reviews as directed by the corporate office or District Manager. Supervise and maintain office security including cash management and loss prevention by verifying and documenting cash overages/shortages, vault, inventory, deposits, and expenses. Conduct proper opening and closing procedures and train new staff in keyholder duties. Participate in the selection, review, hiring, and retention of new employees. Develop work schedules in accordance with budget, workloads, and store needs. Ensure the store is staffed for optimal performance. Handle complex customer situations that arise with integrity and professionalism. Monitor and maintain internal and external store appearance and address basic facility needs, including scheduling maintenance services. This includes overseeing the store planogram and ensuring seasonal and/or promotional marketing material are displayed properly. Perform duties outside of the office, when applicable, including on site vehicle appraisals, store errands, and external marketing. Work efficiently in a rapidly changing and fast-paced environment and handle multiple challenging tasks with ease to meet individual and team performance standards. Conduct additional tasks as directed by leadership. Maintain a full-time work schedule with regular, in-person attendance, including weekends. A full-time work schedule for this position includes, at a minimum, 40 hours per week.* **Store hours, schedules, and/or the minimum number of hours required for this position may be subject to change by brand and at the sole discretion of the Company. Speak with your recruiter about the most up-to-date requirements. Workplace Awards & Recognition: We are honored to be recognized as a Military Friendly Employer and Military Friendly Spouse Employer for four consecutive years and have received designation as a Top Employer for Hispanic and Latinos by HLPA in 2023, 2024, and 2025. Additionally, we have been named one of America's Greatest Workplace in Financial Services 2025 by Newsweek. Our Purpose: The Community Choice Financial Family of Brands ("CCF" or the “Company”), is one of the largest consumer specialty finance organizations in the U.S. We provide our customers, Team Members, and communities the Power of Choice with over 10 brands represented in more than 1,500 brick-and-mortar stores serving 24 states and online product offerings in 20 states. Community Choice Financial Family of Brands is steadfast in our commitment to help people across the country get access to the short-term financial services they need when they need it the most. Think you'll thrive here? Learn more at ************************************************* The information contained herein is not intended to be an all-inclusive list of the duties and responsibilities of the job, nor is it intended to be an all-inclusive list of the skills and abilities required to do the job. The Company may, at its discretion, revise the job description at any time, and additional functions and requirements may be assigned by supervisors as deemed appropriate. Requirements, skills, and abilities included have been determined to illustrate the minimal standards required to successfully perform the position. Community Choice Financial Family of Brands, including its subsidiaries and affiliates, (the “Company”) uses artificial intelligence (“AI”) tools to assist in its recruitment and hiring process. Read the AI Use Consent and Acknowledgement for more information. Important: The Community Choice Financial Family of Brands will never ask you for banking or other payment information at any point during the interview or hiring process, nor will we conduct an interview via text message. Any official email correspondence will come from the *****************. In-store positions are in person only. The Community Choice Financial Family of Brands is committed to providing an inclusive workplace free of discrimination based on race, color, religion, sex, age, national origin, military status, disability, pregnancy, sexual orientation, gender identity or expression, genetic information or any other characteristic protected by applicable law. Candidates of all backgrounds are encouraged to apply. CCFI Companies, LLC is an equal-opportunity employer.
    $43k-83k yearly est. Auto-Apply 1d ago
  • Financial Advisor

    Edward Jones 4.5company rating

    Lancaster, OH job

    This job posting is anticipated to remain open for 30 days, from 30-Oct-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA
    $45k-100k yearly 4d ago
  • Mortgage Loan Closer

    Tata Consultancy Services 4.3company rating

    Cincinnati, OH job

    Review and complete loan data in LOS (Loan Origination System: Power Lender) Prepare, review and deliver loan closing packages to closing agents. Manage and resolve problems or issues that arise with loan documentation. Act as an intermediary between all parties involved in the loan transaction. Ensure closing complies with all corporate, state, federal and agency guidelines. Coordinate loan closing proceeds and ensure disbursed as required. Perform and generate compliance test. Prepare draft settlement statement. Reviews file documentation for accuracy per guidelines and investor requirements. Coordinates and prepares documents necessary to take mortgage loans from the approval to closing (CD, Mortgage, Note, Final TIL, title work, homeowners insurance, flood insurance, payoff letters). Working closely with the processing department and title companies. Assist with clearing conditions on suspended files. Maintain a production queue of mortgage loans. Coordinate loans with MBOs, LOs and 3rd party vendor to close within credit document expiration and rate lock expiration dates. Review all pre-closing documentation, including but not limited to title commitment, homeowners, and flood insurance policies. Ability to review and understand elements of property appraisals. Obtain verification of employments. Image all documents to our system of record Perform other duties as may be required Salary:: $45,000 - $60,000 a year
    $45k-60k yearly 4d ago
  • Appraisal Coordinator

    Union Savings Bank 3.5company rating

    Dublin, OH job

    Since founded in 1904, Union Savings Bank has been serving the local community by promoting responsible home ownership through prudent lending. We are headquartered in Cincinnati, Ohio, where we began, and currently operate 40 full-service branches and lending offices in Ohio, Indiana, Kentucky, and Pennsylvania. Union Savings Bank is an Equal Opportunity Employer. Purpose of the role The Appraisal Coordinator is responsible for managing the appraisal process for residential mortgage loans from order to completion. This role ensures appraisals are ordered promptly, comply with regulatory and investor guidelines, and are delivered on time to support efficient loan processing and underwriting. Essential Duties and Responsibilities Order residential real estate appraisals through approved appraisal management companies (AMCs). Track appraisal orders to ensure timely completion and follow up with AMCs and appraisers as needed. Review appraisal reports for completeness, accuracy, and compliance with internal policies, regulatory requirements, and investor guidelines. Communicate appraisal status updates to loan officers, processors, underwriters, and management. Coordinate appraisal revisions or corrections when requested by underwriting. Ensure proper documentation and disclosure delivery in compliance with federal and state regulations (e.g., ECOA, TRID). Maintain accurate records and update loan origination systems and tracking logs. Manage appraisal invoices and assist with reconciliation and payment processing as needed. Adhere to Appraiser Independence Requirements (AIR) and company compliance standards. Provide excellent internal and external customer service throughout the appraisal process. Education and Experience High school diploma or equivalent required; associate or bachelor's degree preferred. Prior experience in mortgage lending, appraisal coordination, loan processing, or related field preferred. Knowledge of appraisal processes, AMCs, and mortgage loan workflow is a plus. Strong organizational skills and attention to detail. Ability to manage multiple appraisal orders simultaneously in a fast-paced environment. Excellent written and verbal communication skills. Proficiency in Microsoft Office and loan origination systems. Job competencies Time management and prioritization Problem-solving and follow-up Regulatory and compliance awareness Customer service Collaboration and teamwork Please note this job description is not designed to cover or contain a comprehensive list of activities, duties or responsibilities that are required for this position. Duties, responsibilities and activities may change at any time; with or without notice. Union Savings Bank is an Equal Employment Opportunity and Affirmative Action Employer and will make all employment-related decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
    $30k-47k yearly est. 3d ago
  • VP Assistant General Counsel

    Medical Mutual 4.8company rating

    Cleveland, OH job

    Join Medical Mutual, Ohio's oldest and one of the largest health insurers, and help us deliver peace of mind to over 1.2 million members! Our mission is to help people live healthier lives by providing high-quality, affordable health coverage and supporting the communities we serve. As VP, Assistant General Counsel, you will be a strategic partner to executive leadership, guiding decisions that protect our reputation and advance our mission. Position is headquartered in Brooklyn, OH 4 days/week onsite. Make An Impact Advise senior leaders and business units on complex legal, regulatory, and transactional matters Lead the legal team in managing risk and supporting business growth Represent Medical Mutual in high-stakes negotiations and litigation Influence corporate strategy and policy development Ensure our organization adapts to changing laws and regulations What We're Looking For J.D. from an accredited law school Licensed (or eligible) to practice law in Ohio or able to transition to practice law in Ohio 10+ years of progressive legal experience, preferably with 5 years of health insurance experience 8+ years in management Strong analytical and problem-solving skills. Proven ability to research and apply legal principles Why Medical Mutual? Competitive salary, bonus, and 401(k) with company match up to 4% and an additional company contribution Excellent medical, dental, vision, life, and disability insurance Generous PTO, holidays, and parental leave Career development, mentoring, and tuition reimbursement Wellness programs, gym access, and business casual dress Inclusive and supportive culture Apply now and help us shape the future of healthcare in Ohio-your leadership will directly impact our members and communities. About Medical Mutual Medical Mutual's status as a mutual company means we are owned by our policyholders, not stockholders, so we don't answer to Wall Street analysts or pay dividends to investors. Instead, we focus on developing products and services that allow us to better serve our customers and the communities around us. There's a good chance you already know many of our Medical Mutual customers. As the official insurer of everything you love, we are trusted by businesses and nonprofit organizations throughout Ohio to provide high-quality health, life, disability, dental, vision and indemnity plans. We offer fully insured and self-funded group coverage, including stop loss, as well as Medicare Advantage, Medicare Supplement and individual plans. Our plans provide peace of mind to more than 1.2 million Ohioans. At Medical Mutual and its family of companies we celebrate differences and are mutually invested in our employees and our community. We are proud to be an Equal Employment Opportunity Employer. Qualified applicants will receive consideration for employment regardless of race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, veteran status, or disability status. We maintain a drug-free workplace and perform pre-employment substance abuse and nicotine testing.
    $117k-164k yearly est. 1d ago
  • Proprietary Equity Trader

    T3 Trading Group 3.7company rating

    Cincinnati, OH job

    NOW HIRING Proprietary Equity Traders Wanted T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide: WE PROVIDE: Education in technical analysis, tape reading, money management, and market psychology Daily trading review with experienced traders Competitive payout structure Cutting edge technology Open and friendly team environment REQUIRED QUALIFICATIONS: College degree with a competitive GPA Basic familiarity with the equity markets Strong analytical skills Ability to work well in a team environment A focused, dedicated, and entrepreneurial personality Enthusiasm for the equity markets Prior trading experience is not required We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management. In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology. Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders. Series 57 license required. We will sponsor qualified candidates for this exam. If interested, please contact Paolo Fontana at ************ or ***************************
    $76k-141k yearly est. Easy Apply 60d+ ago
  • Deposit Operations Associate

    Union Savings Bank 3.5company rating

    Cincinnati, OH job

    Since founded in 1904, Union Savings Bank has been serving the local community by promoting responsible home ownership through prudent lending. We are headquartered in Cincinnati, Ohio, where we began, and currently operate 38 full-service branches and lending offices in Ohio, Indiana, Kentucky, and Pennsylvania. Union Savings Bank is an Equal Opportunity Employer. Purpose of the role Union Savings Bank is seeking a reliable and motivated Deposit Operations Associate to support essential functions within the Accounting & Finance team. This role is ideal for individuals who bring a strong attention to detail, a team-first attitude, and a desire to grow their career in banking operations. The Deposit Operations Associate plays a vital role in wire processing, deposit account support, internal service, and cross-functional coordination. Essential Duties and Responsibilities Wires Manage daily wire initiations, including branch, escrow, construction, liquidity, and internal transfers Review outgoing wires for completeness and accuracy before submission Collaborate with internal stakeholders to ensure timely processing and documentation Maintain records and reconcile daily wire activity within the general ledger Operational Support Process customer address changes and manage return mail workflows Maintain accurate deposit records and follow up directly with customers when needed Assist with journal entry reviews and support the monthly and year-end close process Customer Service Assist the deposit operations phone team by fielding inquiries related to online banking or account maintenance Respond promptly and professionally to both internal and external requests Help ensure every customer interaction is handled with accuracy, clarity, and respect Team Engagement Contribute to a culture of shared accountability and mutual support within the team Remain open to coaching, process updates, and continuous improvement Take initiative in managing time, completing tasks, and solving problems Collaborate cross-functionally to streamline workflows and enhance service delivery Values Foster and model the values of the Bank in all activities, with a high value placed on building relationships, engagement and collaboration, with internal stakeholders as well as those in the communities served. Education and Experience High school diploma required Prior experience in banking operations, accounting, or administrative processing a plus Job competencies Responsibility & Follow-Through: Takes ownership of assigned tasks and ensures accuracy and timeliness Detail-Oriented: Understands the importance of precision in banking processes, documentation, and recordkeeping Service-Minded: Focuses on being helpful, responsive, and clear in all interactions Collaborative: Works well with teammates and communicates effectively across functions Adaptable: Embraces change and is willing to improve processes and learn new systems Accountable: Owns outcomes and handles mistakes constructively and professionally Please note this job description is not designed to cover or contain a comprehensive list of activities, duties or responsibilities that are required for this position. Duties, responsibilities and activities may change at any time; with or without notice. Union Savings Bank is an Equal Employment Opportunity and Affirmative Action Employer and will make all employment-related decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
    $43k-78k yearly est. 5d ago
  • Construction & Commissioning Scheduler

    Blackrock Resources LLC 4.4company rating

    New Albany, OH job

    You must be able to work in the U.S. without sponsorship. No C2C or 3rd parties, please. Schedule: Full-time | On-site presence required Industry: Industrial/Power/Data Center Construction We're looking for an experienced Construction & Commissioning Scheduler to support large-scale, complex projects from the ground up. This is a hands-on, on-site role where you'll collaborate with project management, engineering, and field teams to develop and maintain detailed schedules that drive successful project delivery. What You'll Do: Build and manage comprehensive Primavera P6 schedules across engineering, procurement, construction, and commissioning phases. Partner with project managers, superintendents, and subcontractors to keep timelines accurate and achievable. Track progress, analyze variances, and recommend adjustments to keep projects on target. Generate look-ahead schedules, performance reports, and updates for leadership and client reviews. Support forecasting, resource loading, and earned value analysis to ensure clear visibility into project health. Align construction and commissioning activities for smooth transitions and seamless project closeouts. What You Bring: Bachelor's degree in Engineering, Construction Management, or a related field (or equivalent experience). 5+ years of experience scheduling large-scale industrial, data center, or power generation projects. Strong command of Primavera P6. Proven track record supporting both construction and commissioning phases. Excellent communication, organizational, and analytical skills. Ability to work on-site in New Albany, Ohio. Preferred Experience: EPC or large-scale construction background. Knowledge of commissioning processes and turnover documentation. Familiarity with cost control, earned value management, and integration with project systems like Excel, Power BI, or CMMS tools. If you thrive in a fast-paced, collaborative environment and enjoy bringing structure to complex projects, this could be the perfect next step for you.
    $65k-91k yearly est. 3d ago
  • CT Tech

    Generis Tek Inc. 4.0company rating

    Zanesville, OH job

    Please Contact: To discuss this amazing opportunity, reach out to our Talent Acquisition Specialist Aditya Khandelwal at email address ******************************** can be reached on # ************. We have Contract role CT Tech for our client at Zanesville, OH. Please let me know if you or any of your friends would be interested in this position. Position Details: CT Tech -Zanesville, OH Location : Zanesville, OH 43701 Project Duration : 13 Weeks Contract Shift : Day/ Afternoon/Night Job Summary We are looking to employ a skilled CT technologist to operate our CT scanning equipment and capture diagnostic images that are of good technical quality. The CT Technologist's responsibilities include taking inventory of radiologic supplies, ensuring that the radiologic equipment is in good working order, and adhering to established guidelines on hygiene and infection control. You should also be able to monitor patients throughout the scanning procedure to identify and respond to any allergic reactions to the contrast agents. To be successful as a CT technologist, you should keep abreast of the latest industry developments. Ultimately, an exceptional CT technologist should be able to effectively communicate with patients as well as demonstrate compassion and patience at all times. CT Technologist Responsibilities: Using computerized tomography equipment to capture diagnostic images of patients' internal organs and tissues. Appropriately positioning patients to scan specific areas of their bodies. Performing regular warm-up sequences on the CT scanner to prolong the life of the X-ray tubes. Sterilizing radiologic equipment to ensure the safety of patients. Correctly interpreting doctors' written scanning instructions. Administering radiocontrast agents to patients to enhance the visibility of internal organs and tissues. Evaluating CT scans to determine whether they are of good technical quality. Explaining scanning procedures to patients and providing reassurance and support as required. CT Technologist Requirements: Bachelor's or associate's degree in radiologic technology. State license to work as a CT technologist. Certified by the American Registry of radiologic technologists (ARRT). Proven experience working as a CT technologist. CPR and BLS certification. Sound knowledge of anatomy, physiology, pathology, and medical terminology. The ability to stand for extended periods. Strong technical skills. Excellent problem-solving skills. Effective communication skills. To discuss this amazing opportunity, reach out to our Talent Acquisition Specialist Aditya Khandelwal at email address ******************************** can be reached on # ************.
    $28k-40k yearly est. 5d ago
  • Campus Commissioning Manager (Mission Critical Data Centers)

    Blackrock Resources LLC 4.4company rating

    Columbus, OH job

    You must be able to work in the U.S. without sponsorship. No C2C or 3rd parties, please. Campus Commissioning Manager - Mission Critical Data Centers Schedule: 5/10's + 8 hours on Saturday Start Date: As soon as a qualified candidate is identified Duration: TBD If you're energized by complex, multi-building mission-critical environments and love driving commissioning excellence from planning through L5, this role offers both scope and impact. You'll lead commissioning activities across an entire data center campus-ensuring quality, alignment, and smooth execution every step of the way. What You'll Do: Lead the Commissioning Lifecycle (L2-L5) Oversee commissioning for all buildings on campus, verifying that contractual and technical requirements are met. Partner with stakeholders to ensure proper resource allocation, schedule alignment, and risk mitigation. Review submittals, inspections, schedules, and engineering documentation to anticipate and resolve issues early. Engage project leadership when critical challenges arise, driving timely solutions. Planning & Preparation Review commissioning requirements and confirm obligations for GC, EC, MC, and vendors. Evaluate QC/Cx inspections, LLE submittals, and engineering design to determine commissioning strategy. Organize the campus Cx team and lead the build kick-off process. Ensure OFCI coordination, including vendor communication, reporting expectations, and schedule integration. Support the development of commissioning procedures, turnover sequencing, temporary equipment needs, and overall commissioning milestones. Execution & On-Site Leadership Monitor adherence to commissioning requirements and procedures across all participants. Coordinate vendor involvement, training needs, and start-up/commissioning workflows. Attend mechanical/electrical completion and system handover meetings. Provide daily commissioning updates and weekly activity reports. Lead troubleshooting, root cause analysis, and emergency response during commissioning. Maintain a forward-looking view of installation progress to keep the project on track. Project Tracking & Reporting Maintain and communicate campus-level delay logs and lessons learned. Generate reports covering L2-L5 progress, milestones, observations, and inspections. Ensure accurate and timely updates to leadership and project management. Team Leadership & Development Deliver onboarding and ongoing training for Cx Project Engineers, OFCI Coordinators, and support staff. Provide hands-on coaching during L2-L3 testing and IST execution. Monitor performance, address roadblocks, and support professional development and cross-training. Drive continuous improvement across tools, processes, and commissioning standards. Key Meetings You'll Participate In Weekly internal campus Cx meetings (progress, resource planning, milestone tracking) Weekly internal project reviews Daily L4/L5 commissioning meetings per building Weekly L2/L3 commissioning meetings per building Daily construction coordination meetings Weekly client meetings, OAC meetings, MCM meetings, and OFCI log calls Campus build kick-off meetings
    $66k-91k yearly est. 4d ago
  • Bank Teller

    Guardian Savings Bank 3.9company rating

    Cincinnati, OH job

    Guardian Savings Bank (GSB) is best known for making home ownership dreams come true for our customers. We also offer products, like checking and savings accounts, in our branches to meet the personal and business needs of all of our banking customers. If you are friendly, high energy, reliable, have a positive attitude and the desire to be part of a fun, growing, customer-focused team, we want you to be one of our front-line employees. Guardian Savings Bank has an opening for a full-time Bank Teller. You will work in a branch, independently and with your branch team. You will have excellent communication skills, give attention to detail and have an aptitude for numbers. In this position you will operate a teller window, welcoming our customers and serving them by processing a variety of transactions and requests. Essential Duties and Responsibilities Complete deposits, withdrawals, and other financial interactions Provide excellent customer service Balance teller station Confirm accuracy of transactions Prepare, verify and issue cashier checks, personal money orders, and facilitates wire transfers Open new accounts Renegotiate certificates of deposit SKILLS/QUALIFICATIONS High school diploma or equivalent, required Minimum of 1 year working experiences in a customer service position, required Minimum of 2 years of Bank teller experience, preferred Previous experience working directly with the public, preferred Knowledge of Microsoft software products, preferred Cash handling working experience, preferred Availability to travel, required Compensation: Benefits package includes 401(k) match, medical/dental/vision Potential for bonuses Accrued paid time off Growth opportunity Please note this job description is not designed to cover or contain a comprehensive list of activities, duties or responsibilities that are required for this position. Duties, responsibilities and activities may change at any time, with or without notice. Guardian Savings Bank is an Equal Employment Opportunity and Affirmative Action Employer and will make all employment-related decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
    $29k-33k yearly est. 1d ago
  • Operations Site Lead

    American Tower 4.8company rating

    Dayton, OH job

    The Team We are seeking an Operations Site Lead to join American Tower's Network Operations department. The Operations Site Leads are American Tower's frontline representation in the field with customers, vendors, and landowners and support the Network Operations department as well as various interdepartmental objectives. Day to day you will collect data from all assigned tower assets while maintaining high standards of data quality. You will use multiple methods for data collection, including Unmanned Aircraft Systems ("UAS"). As an Operations Site Lead, you will partner cross-functionally to manage maintenance and repairs within a geographic area for all asset types, including towers, rooftop installations, fiber-based networks, and generators.
    $102k-129k yearly est. Auto-Apply 22d ago
  • Seasonal Tax Scanner

    Sikich 4.5company rating

    Richfield, OH job

    Description Seasonal Tax Scanner - (Various Locations) What to expect when you join the Sikich family Team members at Sikich have a lot in common while also being part of a rich and diverse group of contributors, creating a distinct and thriving culture. Chief among our commonalities is a desire for growth and a shared unity of purpose in our professional lives. We believe that through diverse perspectives, challenging the status quo and rewarding action, we accelerate innovation and drive growth - for our clients, for ourselves and for our communities. The professional services landscape continues to evolve. For Sikich, this means we have an opportunity to further cement our leadership position in this industry and continue to grow our organization in increasingly exciting ways. This growth is meaningful for every team member at our company because larger companies simply see more interesting client opportunities and can attract impressively talented individuals like you. Through a dedicated focus on key business priorities and intentionally creating a rewarding employee experience, Sikich has developed into a highly regarded provider of professional services and a sought-after employer of choice. Do you want to work with other skilled practitioners and serve clients in a way that makes a difference? Are you seeking a supportive environment backed by a deep and extensive set of skillsets? Are you ready to make an impact and be acknowledged for your contributions? If you answered yes to these questions, we see a mutually beneficial and gratifying relationship on the horizon! Are you ready to grow with us? Position Summary What will you do in this role? Organize and scan client tax return documentation File and organize client work papers Ensure tax returns are properly routed to the next step within the tax workflow software Communicate any issues with members of the tax or administrative team Ability to be in office What do you need to succeed in this role? Must be authorized to work in the United States without sponsorship now or in the future Enrolled in high school or an undergraduate program at a college or university, and interested in pursuing a degree in accounting Effective teamwork skills and ability to work with individuals from diverse backgrounds Strong verbal and written communication skills Demonstrated ability to follow directions Fluent in Microsoft Excel and Word Detail oriented In addition, specific skills/experience required are as follows: Servant Leader - You are hyper focused on engaging employees, fostering their development, and building a positive culture. Solutions Focused - You see opportunities in every business problem and can develop, articulate, and implement solutions. Collaboration - You are a relationship builder across all levels of the organization and across all business units. Instills Trust - You do what you say, and you follow through on commitments, you act with integrity, you are consistent and are perceived as credible. Impact & Influence Thinking - You gain support for ideas, proposals, and solutions, and get others to act, with or without formal authority, to advance initiatives/objectives. About SikichSikich is a global company specializing in Accounting, Advisory, and Technical professional services. With employees across the globe, Sikich ranks as one of the largest professional services companies in the United States. Our comprehensive skillsets, obtained over decades of experience as entrepreneurs, business owners and industry innovators, allow us to provide insights and transformative strategies to help strengthen every dimension of our clients' businesses. Sikich Total RewardsOur team members enjoy expansive benefits ranging from competitive compensation and insurance options to wellness programs and a flexible time off policy, to name only a few. Sikich also takes pride in prioritizing team members' health, total wellbeing and time spent with family, friends and in the pursuit of personal goals, hobbies, and endeavors.In compliance with this state's pay transparency laws, the midpoint of the salary range for this role is $24/hr. This is not a guarantee of compensation or salary, as final offer amount may vary based on factors including but not limited to experience and geographic location. Some examples of our many benefits: Sikich maintains a Flexible Time Off (FTO) Policy. We encourage every full-time employee, as your role permits, to utilize paid time off (personal time, mental/physical health care, vacation, sick leave, etc.). Waiting for time off to accrue is common at other companies. At Sikich, you do not have to wait for this benefit to kick in. FTO is activated on your first day with our organization. Sikich will also recognize paid holidays during the year and strives to permit employees to have time off the last week of the calendar year when client and project work permits. Sikich offers a comprehensive wellness program to engage, challenge and empower team members to take responsibility for their wellbeing. Activities can be tracked through our wellness provider to obtain gift cards and other rewards. We also offer: Flexible work arrangements Health, dental, vision, life, and accident/death/disability insurance options HSA employer contribution Nine (9) paid holidays annually. A robust paid Parental Bonding Leave program covering birth, adoption, and foster children. 401(k) with employer contributions CPA bonus with four (4) paid exam days & four (4) paid study days. Tuition reimbursement Generous employee referral bonus program Client referral bonus program Pet insurance FORCE - Sikich community volunteer program enabling each team member to use up to four hours of paid time annually to volunteer and make a difference in their local communities. Want to learn more? Visit our Careers website or Glassdoor profile. Sikich is an Equal Opportunity Employer M/F/D/V Sikich currently practices in an alternative practice structure in accordance with the AICPA Professional Code of Conduct and applicable law, regulations, and professional standards. Sikich CPA LLC is a licensed CPA firm that provides audit and attest services to its clients. Sikich LLC has a contractual arrangement with Sikich CPA LLC under which Sikich LLC provides Sikich CPA LLC with professional and support personnel and other services to support Sikich CPA LLC's performance of its professional services, and Sikich CPA LLC shares certain client information with Sikich LLC with respect to the provision of such services. #LI-JG1
    $24 hourly Auto-Apply 60d+ ago
  • J.P. Morgan Wealth Management - Field Performance & Incentives Specialist

    Jpmorganchase 4.8company rating

    Ohio job

    At J.P. Morgan Wealth Management, our Field Performance & Incentives team is committed to providing best-in-class service to our financial advisors. We resolve complex inquiries and escalations, ensuring advisors receive timely, accurate, and professional support so they are paid accurately and on-time. Our work enables advisors to focus on delivering exceptional advice and build strong relationships with their clients. As a Specialist on the Field Performance & Incentives team, you will provide day-to-day support for advisor research requests, demonstrating meticulous attention to detail and a service-oriented mindset. You will collaborate with cross-functional partners and leverage your communication skills to resolve inquiries efficiently and accurately, contributing to the overall success of J.P. Morgan Wealth Management. Job Responsibilities Respond to advisor inquiries and research requests related to incentive programs, credited revenue, and net new money matters with accuracy and professionalism. Investigate and resolve escalations, ensuring timely follow-up and clear communication with advisors and internal stakeholders. Maintain detailed records of requests, resolutions, and follow-up actions in accordance with established processes and controls. Collaborate with team members and cross-functional partners to address complex issues and deliver seamless support. Identify process improvement opportunities and contribute to the development of best practices for inquiry management. Support special projects and initiatives aimed at enhancing advisor experience and operational efficiency. Required Qualifications, Capabilities, and Skills Bachelor's Degree in Finance, Business, Economics, or a related field. 3+ years of experience in financial services, client support, operations, or a related function. Exceptional attention to detail and commitment to delivering high-quality work. Strong written and verbal communication skills; ability to explain complex information clearly and professionally. Service-oriented mindset with a passion for helping others and resolving issues. Ability to manage multiple requests simultaneously and prioritize effectively in a fast-paced environment. Collaborative team player with strong interpersonal skills and discretion handling confidential information. Preferred Qualifications, Capabilities, and Skills Experience supporting financial advisors or working in a wealth management environment. Familiarity with incentive programs, credited revenue, or net new money processes. Proficiency in Excel and experience with inquiry tracking or case management systems. Employer Description Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of products. Our mission is to build lifelong relationships and put our customers at the center of everything we do. We offer a competitive rewards package-including base salary, discretionary incentives, and a range of benefits such as comprehensive health care, retirement savings, backup childcare, tuition reimbursement, and mental health support. Organization Description Consumer & Community Banking serves Chase customers through personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing. We lead the U.S. in credit card sales and deposit growth and provide the most-used digital solutions, all while ranking first in customer satisfaction.
    $37k-63k yearly est. Auto-Apply 12d ago
  • Project Manager - Operations Program Support

    Jpmorganchase 4.8company rating

    Columbus, OH job

    Performance Consulting is a dedicated internal consulting group that is highly visible and a critical component of Consumer and Community Banking Operations. The team partners with senior business and functional leaders to re-engineer core components of our business, from diagnostic work and designing innovative, streamlined ways of working, to piloting solutions for further scaled execution. We are the driving force behind transformative business initiatives that propel the entire organization towards unparalleled operational excellence. Our mission is to redefine industry standards by optimizing end-to-end processes, elevating the customer experience, and fostering a vibrant culture of continuous improvement. By enhancing employee engagement, mitigating risks, and delivering substantial financial benefits, we are committed to shaping a future where innovation and excellence are at the heart of everything we do. As a Project Manager within Performance Consulting, you will be at the forefront of innovating Project and Program Management across Consumer and Community Banking Operations. You will manage complex, high-visibility cross-division programs or projects by developing a plan, analyzing potential risks/benefits, working with your business partners to land on the best solutions, and driving your team through completion. Your efforts will have a significant impact on the business, requiring you to lead teams, manage resources, and ensure successful delivery of project objectives. You will deliver comprehensive solutions that empower excellence in our clients to achieve their strategic goals, leveraging our expertise in innovation, collaboration, and execution to create lasting value and drive organizational success. Job Responsibilities: Manage fast-paced, complex, cross-functional programs or projects with significant business impact. Define key roles and responsibilities and ensure appropriate resources are assigned throughout the program/project lifecycle. Develop and manage integrated plans, providing regular progress communications to stakeholders. Lead teams to actionable deliverables, resolve issues/risks, and achieve agreement on scope and delivery milestones. Establish best practices and innovate approaches to Program and Project Management, building a continuous improvement model. Ensure programs and projects are completed in accordance with all Risk, Control, and other relevant firm-wide guidelines. Required Qualifications, Capabilities, and Skills: Bachelor's degree in a related field from an accredited learning institution. 5+ years of related Program or Project Management experience. Broad project / implementation delivery experience, including understanding of relevant tools, processes, and best practices. Experience managing project deliverables, business initiatives, or technology in agile, waterfall, or hybrid methodology. Proven ability to manage multiple efforts, resources, and address issues in a timely manner. Demonstrated initiative and creativity to ensure successful and timely execution; strategic thinker with proven analytical abilities. Preferred Qualifications, Capabilities, and Skills: Project Management Professional (PMP). Certification and / or demonstrable experience in process improvement initiatives (e.g. Lean Six Sigma), target state design, change management, or data insights / analysis. Excellent verbal & written communication skills; ability to communicate progress and issues to the team and stakeholders. Strong interpersonal skills to inspire/motivate the team and instill confidence and trust within the business, operations, and technology teams. Proven leader with the ability to manage programs/projects effectively and meet deliverables in a timely manner.
    $79k-96k yearly est. Auto-Apply 29d ago
  • Network Operations Engineer

    Tata Consulting Services 4.3company rating

    Cincinnati, OH job

    * Daily SORT processing and JCL modification * Running daily and nightly batch jobs * Job scheduling and submission * System monitoring, performing health checks, escalating and resolving system errors or abends, and generating performance reports * 24/7 Monitoring, maintaining, and troubleshooting infrastructure * Diagnosing and resolving network issues, including hardware, software, and connectivity problems. * Incident response * Communicating with other IT teams, vendors, and sometimes customers to resolve issues and escalate problems when needed. * Creating and maintaining documentation for network configurations, troubleshooting procedures, and incident resolutions. * Performing routine maintenance tasks such as backups, updates, and security patching. * Manage open incidents * Responsible for after-hours and weekends on-call duties * Minimum (6-8) years related work experience * Mainframe operating systems like z/VSE, job control languages, scheduling tools, and strong analytical and communication abilities. * Experience with network monitoring tools, incident management systems, and network security practices. * Strong understanding of network protocols (TCP/IP, DNS, DHCP), network devices (routers, switches, firewalls), and operating systems. * Ability to quickly diagnose and resolve network issues using various tools and techniques. * Effective verbal and written communication skills to collaborate with others and explain technical information. * Ability to prioritize tasks, manage time effectively, and work under pressure in a fast-paced environment. Salary Range- $70,000-$75,000 a year #LI-SP3 #LI-VX1
    $70k-75k yearly 23d ago
  • Transactions Specialist I - Plastics Warehouse

    Jpmorganchase 4.8company rating

    Westerville, OH job

    Join Chase, where you will have the opportunity to make real innovative impacts to our customers, and be part of a creative and dynamic environment where every day brings new challenges and opportunities. As a Transactions Specialist I in the Plastics department you will be responsible for operating equipment to process retail and credit cards for Chase customers. You will also be responsible for creating turn over reports on the daily production for the department and creating truck manifests for outbound products. JPMorgan Chase services several internal lines of business such as Retail, Card Services, Retirement Plan Services, Private Bank and Treasury Services providing a wide variety of products including postcards, letters, statements, checks, invoices, and marketing material originated from its internal composition team as well as documents created by Output Systems. Job responsibilities Operate machines such as Pitney Bowes and Bell and Howell high speed insertion equipment to process retail and credit cards Validate daily material quality and output quality Reconcile Input vs. Output utilizing basic math Create manifest and production turn over reports Required qualifications, capabilities, and skills Lift 40-70lbs and deliver 200 lbs. supplies utilizing industrial pull/push carts Meet and maintain Quality and Productivity standards Adapt to a change in the work environment, included, but not limited to: daily directives from leadership, changes to standard operating procedures, and new technology Maintain team-oriented attitude, with solid interpersonal skills for daily positive internal and external interactions Prioritize assigned work daily based on client Service Level Agreements Participate and maintain departmental work area maintenance Basic computer skills and document preparation Comfortable cross training and learning multiple department responsibilities Work Schedule: 2nd Shift Monday - Friday 1:30pm - 10:00pm
    $59k-84k yearly est. Auto-Apply 27d ago

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