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  • Part Time Branch Office Administrator

    Edward Jones 4.5company rating

    Geneva, OH jobs

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team. At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Client Support Team Professional role, you are a critical member of that team along with the financial advisor. You are the first voice a client hears when they call on the phone - the first face they see when they walk in the door. You have many responsibilities, but the most important is getting to know your clients so well that you not only help them identify their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most cherished financial goals. Job Overview Position Schedule: Part-Time Branch Address: 1022 S Broadway, Geneva, OH This job posting is anticipated to remain open for 30 days, from 10-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We're proud to serve over nine million clients. Our BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results. Role Summary: As a Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients. You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment. We'll give you the support you need. Our team will be there every step of the way, providing: Comprehensive 6-month training including an experienced peer to help mentor you A wide support network that extends from your branch office to your region to the home office You'll often work independently but will have a team of thousands backing you every step of the way Can you see yourself... Delivering exceptional personalized service to ensure clients feel understood and informed Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year Actively listen for situations in the clients' lives that may indicate a need for additional services Driving marketing activities such as planning and executing events You can also expect... A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions An inclusive environment where everyone's different viewpoints are valued and help to achieve results. We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family's well-being Part-time associates who work an average of at least 30 hours a week over a 12-month measurement period are eligible for: Medical and prescription drug coverage, Health Savings Account and Flexible Spending Account, Voluntary Benefits (such as accident, hospital indemnity, and critical illness), Well-being programs (such as the Employee Assistance Program), and Retirement Plan (if compensated for 1,000 hours of service during the plan year). In locations that require accruals of paid sick leave and paid time off, part-time associates are eligible for those benefits based on their hours worked and consistent with applicable law. You'll be competitively compensated... Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance. The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the BOA role. Hiring Minimum: $21.38 Hiring Maximum: $22.71 Read More About Job Overview Skills/Requirements What skills would make you a successful BOA? Analytical Thinking Attention to Detail Adaptability Conversational Skills Digital Tool Utilization Team Collaboration Role Requirements Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members. Account Management: Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records. Administrative & Operational Support: Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamlining processes with updating SOPs and strategically execute on the branch business plan. Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software. 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.
    $41k-53k yearly est. 1d ago
  • IT GRC & Security Co-op

    Currency Exchange International 4.6company rating

    Orlando, FL jobs

    Currency Exchange International (CXI) is a Financial Services and Technology Provider based in Orlando, Florida. Currency Exchange International, Corp. is a publicly traded company on the Toronto Stock Exchange (CXI) and OTC (CURN). CXI provides a wide range of foreign exchange services to customers in both the United States and in Canada. CXI's primary business channels to service customers are through its company-owned branch locations and foreign exchange partnerships with financial institutions and corporations. CXI has been providing global payment solutions for clients that span wide-ranging industries. As one of North America's leading foreign exchange wholesalers, CXI can provide personalized and efficient service, competitive rates, as well as a number of settlement options. Visit our website to learn more about life at CXI: *************************************** Our Value Statement: We help our clients identify and create foreign exchange solutions, delivering a best practices approach through unparalleled customer service and integrated technology to create significant financial and operational efficiencies. Our Values Customer First - We earn the right to be our clients' first choice. Integrity - We hold ourselves to the highest standard to build trust. Collaborative - We always win as a team. Innovative - We find new methods to deliver change and advance technology to the industry. Passionate - We are driven to be the best in class. Currency Exchange International is looking for a skilled and motivated IT GRC & Security Co-op to join our GRC Team! This is a hybrid position based in Orlando, FL. Summary The IT GRC & Security Ops Co-op will gain valuable experience assisting IT GRC and Information Security teams with a wide range of activities, including governance, risk management, compliance, security awareness, and security operations. This role provides hands-on exposure to real-world security challenges and the opportunity to contribute to the protection of the organization's information assets. The co-op will collaborate with experienced professionals to learn about security best practices and support the implementation of a robust security posture. Essential Functions: Assist with the evaluation and implementation of security controls, and learn how to frame security risks in business terms. Support the assessment of vendor security, review of third-party contracts, and collection of evidence for internal audits and regulatory exams. Contribute to the development and delivery of security awareness training and phishing simulations. Assist with the IT risk management framework and methodologies. Gain experience with security tools, including monitoring, investigating alerts, and participating in incident response activities. Support vulnerability management processes and the maintenance of security documentation. Competencies: Thinks critically and analytically with the ability to express a point of view supported by data (for both technical and non-technical audiences) Raises concerns early and facilitates constructive problem-solving at all levels of the enterprise; knows when to escalate Exhibits passion for learning in technology and cybersecurity domains Collaborates effectively with colleagues, stakeholders, and leaders across multiple organizations to get consensus, socialize strategy and achieve objectives Displays the ability to be confident, respectful, and articulate when registering dissenting or unpopular opinions Manages multiple parallel initiatives Is execution-oriented and self-motivated Requirements Enrolled in, or recently graduated from, a four-year college program focused on Information Technology, Information Security, or a similar field; OR; Completed a security boot camp and earned a security-related certification Benefits Commute Reimbursement - CXI will pay the toll, bus or metro cost in and out of work 401K Plan - CXI will match up to 5% Tuition Assistance - CXI offers tuition assistance for part-time employees *conditions apply* Holiday Pay - CXI offers additional pay for select holidays Sick Time - CXI will pay sick/personal pay (1 hour of sick/personal time for every 30 hours worked - which may equal to an annual accrual of 40 hours) Currency Exchange International is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, religion, color, sex (including pregnancy and gender identity), sexual orientation, parental status, national origin, age, disability, family medical history or genetic information, political affiliation, military service, any other non-merit based factor or any other characteristic protected by applicable federal, state or local laws. Our leadership team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment. If you'd like more information about your EEO rights as an applicant under the law, please visit *****************************************
    $24k-41k yearly est. 3d ago
  • Local National Linguists - Europe & Western Asia

    Atlas Advisors 3.8company rating

    Columbus, OH jobs

    ATLAS is currently recruiting Local National Linguists (LNLs) that are able to speak and write in English and are a native speaker and native writer in one of the following languages: Albanian, Armenian, Bulgarian, Croatian, Czech, Danish, Dutch, Estonian, Finnish, French, Georgian, German, Greek, Hungarian, Italian, Latvian, Lithuanian, Macedonian, Maltese, Polish, Portuguese, Romanian, Russian, Serbian, Slovak, Slovenian, Spanish, Swedish, Turkish, or Ukrainian. We have been providing interpretation and translation services in Europe and Western Asia to the US Army since 2016. We are looking forward to many more years. This is a great opportunity if you are a citizen from one of the countries that speaks and writes in one or more of the above-mentioned languages. We have active linguists currently working in the following countries: Bulgaria, Georgia, Greece, Hungary, Italy, Lithuania, Moldova, North Macedonia, Poland, Romania, and Slovakia. We are expanding into other countries in Europe and Western Asia. Please complete the form below to make sure you are in our system. When new positions become available, we will reach out to those that are in our system. Positions are full-time and there are part-time positions during periodical exercises throughout the year. Linguists will perform the following functions: • Provide operational contract language support to the US Army and local national military forces • Provide general language support for military operations during interviews, meetings, conferences, and training exercises • Interpret spoken communications and translate written documents • Transcribe and analyze verbal communications • Scan, research, and analyze documents for key information • Identify and extract information meeting military information requirements • Provide input to reports
    $57k-86k yearly est. 60d+ ago
  • Bilingual Member Experience Expert

    Pugh 4.2company rating

    Homestead, FL jobs

    Looking for a personable, energetic team player. Someone who is not afraid to ensure our members feel welcomed and heard. This role help ensure our culture is clean, friendly, and well maintained. Our experts strive to ensure our members are happy, motivated, and getting an amazing experience every time they walk in. Must be willing to help clean and make calls when needed. Pay: $14.00 - $16.00 per hour Job type Full-time Part-time Weekly Day Range Monday to Friday Weekend availability Shift 4-hour shift 8-hour shift Compensation: $12.00 - $14.00 per hour ABOUT WORKOUT ANYTIME: Workout Anytime 24/7 has earned a well-deserved spot on Entrepreneur's prestigious list of top 500 Franchises for 2024! Atlanta-based Workout Anytime is a 24-hour, seven-day-a-week fitness concept with 180+ units across the U.S. Founded by fitness veterans John Quattrocchi and Steve Strickland, the company was formed to provide members with first-class fitness facilities at the lowest cost possible, deliver a profitable and affordable business model to franchisees and offer exciting career opportunities for its employees. Mission To provide a friendly, convenient, life-changing journey with passion. Vision To reshape the fitness community where everybody aspires to be the best they can be. Values Attitude - We drive a positive culture of confidence and enthusiasm by doing the right thing for all our members, partners, and staff. Care - We provide our members, partners, and staff with an environment that is welcoming and respectful of each individual. Excellence - We are committed to the success of our members and partners through the expertise and dedication of our team. Strategic Drivers Think Big Keep It Simple Do It With Integrity
    $14-16 hourly Auto-Apply 60d+ ago
  • Financial Wellness Educator

    Cardinal Credit Union 3.6company rating

    Ohio jobs

    Full-time, Part-time Description Financial Wellness Educator - Retired & Soon-to-Be Retired Teachers Wanted! Cardinal Credit Union is seeking passionate educators to join our team as Financial Wellness Educators! This role is ideal for retired or soon-to-be retired teachers who want to continue making a meaningful impact by helping students develop essential financial literacy skills. About the Role: As a Financial Wellness Educator, you will: Deliver engaging financial literacy lessons in partnered schools. Use your teaching experience to connect with students and make real-world financial concepts easy to understand. Collaborate with teachers and administrators to enhance financial education programs. Support students with their Credit Union needs, including account setup and financial guidance. Oversee student-run branches, providing hands-on financial learning experiences. Position Details: Schedule: September through May Hours: Approximately 20-25 hours per week, between 7 AM - 3 PM Full-time employment options available for those interested in additional hours and responsibilities. Why Join Us? Flexible, rewarding work - Continue your passion for teaching without the demands of a full-time classroom (unless you prefer a full-time role!). Make a lasting impact - Equip students with lifelong financial skills. Engaging environment - Work directly with schools, students, and community partners. PM22 Requirements Experience: Up to six months of similar or related experience. Education background preferred Education: College degree. We are a non-smoking work environment.
    $53k-66k yearly est. 60d+ ago
  • Ranger- Part Time- Thousand Trails Orlando RV Resort

    Equity Lifestyle Properties 4.3company rating

    Orlando, FL jobs

    With a culture of recognition and reputation for excellence, ELS is the ideal organization in which to develop a long and successful career! ELS is hiring for the position of Ranger- Part Time- Thousand Trails Orlando RV Resort in Clermont, Florida. What you'll do: The Campground Ranger position may include walking or patrol of the grounds of the campground answering questions, enforcing rules and ensuring the safety of our guests and their belongings. The ideal employee can handle any stressful situation in a calm manner and react accordingly with regards to local, state and federal law. Your job will include: Monitor the property with a keen eye for any property issues or potential problems. Ensure that the property is properly secured. Ensure that guests comply with resort rules, respond to areas of concern and contact law enforcement if necessary. Monitor all incoming guests through the campground gate and validate if access is acceptable. Perform routine patrols, golf cart and rental inspections. Take camping reservations, check people in and out and sell day passes and items at the store. Prioritize guest safety and happiness. Performs on-call emergency service as required. Performs other duties as assigned. Skills & experience you need: High school diploma or equivalent. Basic reading, writing and math skills and the ability to use computer applications. Ability to thrive in a collaborative team environment. Ability to assess a situation, use quick and reasonable judgment and resolve problems diplomatically. Exceptional customer service and communications skills and a friendly demeanor. Experience working in security and/or law enforcement, and/or working in an RV environment, is a benefit. Valid driver's license, good driving record and current auto insurance. Ability to working weekends and holidays on a regular basis. We invite you to visit our web site at ********************************* for additional information regarding our exceptional resort communities. As an Equal Opportunity Employer, we welcome and thank all applicants.
    $28k-42k yearly est. Auto-Apply 60d+ ago
  • Client Advocacy Specialist

    The Strickland Group 3.7company rating

    Tampa, FL jobs

    Now Hiring: Client Advocacy Specialist - Drive Performance, Maximize Success, and Achieve Big Results! Are you a strategic thinker who thrives on helping others achieve measurable success? We are looking for driven individuals to join us as Client Advocacy Specialist, where you'll mentor, implement growth-driven strategies, and empower individuals to reach new levels of success-both personally and financially. Who We're Looking For: ✅ Goal-oriented professionals who excel in strategic planning and execution ✅ Visionary leaders passionate about mentorship and performance-driven success ✅ Licensed & aspiring Life & Health Insurance Agents (We'll guide you through licensing!) ✅ Individuals eager to help others achieve tangible results while scaling their own success As a Client Advocacy Specialist, you'll train, coach, and create systems that drive high performance, efficiency, and long-term business growth. Is This You? ✔ Passionate about mentorship, leadership, and driving measurable success? ✔ A problem-solver who knows how to develop and execute winning strategies? ✔ Self-motivated, disciplined, and committed to maximizing growth? ✔ Open to coaching, leadership development, and business expansion strategies? ✔ Looking for a recession-proof, scalable career path with unlimited potential? If you answered YES, keep reading! Why Become a Client Advocacy Specialist? 🚀 Work from anywhere - Build a flexible, high-impact career. 💰 Uncapped earning potential - Part-time: $40,000-$60,000+/year | Full-time: $70,000-$150,000+++/year. 📈 No cold calling - Work with individuals who have already requested guidance. ❌ No sales quotas, no pressure, no pushy tactics. 🏆 Leadership & Ownership Opportunities - Develop and scale your own team. 🎯 Daily pay & performance-based bonuses - Direct commissions from top carriers. 🎁 Incentives & rewards - Earn commissions starting at 80% (most carriers) + salary. 🏥 Health benefits available for qualified participants. This isn't just another opportunity-it's a high-impact role designed to drive results, transform careers, and create lasting financial success. 👉 Apply today and take your first step as a Client Advocacy Specialist! (Results may vary. Your success depends on effort, skill, and commitment to learning and execution.)
    $33k-69k yearly est. Auto-Apply 60d+ ago
  • Experienced Public Accountant

    Shultz Huber & Associates 3.7company rating

    Defiance, OH jobs

    Salary: A BIT ABOUT OUR FIRM: We are an IPA Top 500 Firm as well as an AICPA Member Firm. We provide comprehensive financial and business advisory services in accounting and auditing, tax strategies, business and management, valuation, litigation support and forensic accounting, human resources and IT consulting, and a host of personal financial services. Our greatest strength isn't just our renowned technical and consulting experience, but our ability to listen to our clients and truly understand their challenges and work with them to develop innovative solutions. Headquartered in northwest Ohio, we are a mid-size accounting firm expanding our team. We have been providing distinctive solutions to our clients' most complex tax, financial and business matters with the utmost in personal service since 1969! If you're ready to learn and grow, we offer a challenging, diverse work environment that prioritizes your career advancement as much as your personal enrichment. We are actively looking for experienced CPA's with 6+ years of recent public accounting experience who are seeking long-term growth within our firm. If you are a Public Accountant with 3+ years in recent public accounting, then please read on. WHY JOIN US? Award-winning firm! Competitive Benefits Package! Work-Life Balance Strong company culture with a big local presence Lighter Busy Season Hours (54 hours/week)! Paid CPE Generous PTO and Paid Holidays Bonuses! Reimbursement for CPA exam Fun company activities 37.5 hours on average during off-season! 401K with Company Match Classification: Full-Time Exempt or Part-Time Non-Exempt Reports to: Developmental Coach Our experienced Public Accountants are responsible for organizing and managing client assignments and projects, including the completion of assignments and tasks and project components as well as coaching, advising and directing team members in meeting client and self-development expectations. This position receives work from Principals and Partners. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This role will be responsible for the following activities, included but not limited to: Essential Duties and Responsibilities: This is an in-office role (not hybrid or remote) Maintain primary responsibility for assigned clients Monitor the work flow and due dates for assigned clients Supervise, train, and review supervisors, in-charge accountants', staff accountants', and accounting assistants' services performed on assigned clients in a prompt and efficient manner Demonstrate excellent skill and experience in assigned technical areas representative of a manager Perform engagements within budgeted time limits if If overruns of the time occur, discuss reason with client partner or principal Works as an effective team member to complete project components and assigned tasks Builds working relationships at peer client level Effectively documents work Implements solutions for clients Identifies task issues as well as task progress in a timely and organized manner Make timely and decisive solutions to complex issues. Additional Duties and Responsibilities: Seeks to gain knowledge of client business Demonstrates an active interest in the business world by keeping abreast of market trends and business developments Assists in proposal development and research gathering as requested Participates in office and firm wide initiatives Actively pursues self-development opportunities Maintain an image representative of a leader Builds strong team relationship skills Maintain personal and professional integrity at all times Other duties as assigned. Required Education and Experience: Minimum of 3 years recent public accounting experience preferred Supervisory Responsibility Oversee In-Charge and Staff Accountants Work Environment This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, scanners and fax machines. Physical Demands This is largely a sedentary role; however, some filing is required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary. Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
    $50k-63k yearly est. 17d ago
  • Boat Captain

    Avian, Inc. 3.8company rating

    Panama City Beach, FL jobs

    Join a Company Where You Can Make a Real Impact - and Own a Piece of the Future Are you energized by the idea of helping a company grow smarter, serve our customers better, and connect more deeply? Do you thrive in an environment where your ideas matter, your voice is heard, and your work drives real results? If so, we'd love to meet you. We're a mid-sized, employee-owned company on a mission to create meaningful value for both our employees and our customers. That means we're not just looking for someone to fill a seat - we're looking for someone who wants to build, innovate, and evolve with us. Our company primarily serves the Navy and other Department of Defense clients, offering a dynamic environment where your expertise will make a difference. About the Role We're seeking a part-time, on-call boat captain to support our team in Panama City Beach, Florida Responsibilities Responsibilities Planning and executing maritime operations including support for U.S. Navy sea trials. Steer and operate vessels using radios, depth finders, lights, and buoys. Safely operate vessels in all weather conditions. Must be familiar with all marine, Federal Coast Guard, state, and local rules and regulations. Inspect vessel to ensure safe operations. Boat Maintenance and repairs as required. Communicate with others to coordinate material handling, rig tow lines, and vessel movement. Maintain records of operations details of vessel travel. Qualifications U.S. Coast Guard Master License of 25 tons or greater. Two years of experience working with military small boats and watercraft. Experience in general boat maintenance a plus. Due to the sensitivity of customer-related requirements, U.S. Citizenship is required. Must be able to obtain and maintain a SECRET Department of Defense security clearance. Compensation for this position is $30-$40 per hour. ( The offered rate will be based on the selected candidate's knowledge, skills, abilities, and/or experience and in consideration of internal parity.) About being a part of Team AVIAN As an employee-owner, you'll be a catalyst for progress - helping us find new opportunities with current or new customers, company efficiencies, streamline processes, and bring people and ideas together in smarter ways. Whether it's helping us optimize workflows, enhancing the employee experience, or delivering more impactful solutions to our customers, your inputs will have reach and relevance across the organization. Taking care of each other is a cornerstone of our AVIAN philosophy. Being part of the AVIAN team means being part of a team that takes pride in being expansive in our community because our impact doesn't stop in the workplace. We actively engage in community initiatives, empowering our employees to make a meaningful difference. You'll Succeed Here If You... See opportunities where others see routine Are curious, collaborative, and passionate about making things better Enjoy connecting dots across teams, tools, and tasks Believe in doing the right thing the right way - even when no one's watching Play an active role in our growth, using your ideas and initiative to shape how we work, serve, and succeed together Embrace a “one team” mindset knowing we are stronger together through trust, transparency and teamwork. Understand the power of ownership - and are excited to be part of an employee-owned culture Why Join Us? Employee Ownership: We're not just building a company - we're building a legacy. As an employee-owner, you'll share in our success and have a direct stake in our future. Real Growth: We're expanding, evolving, and exploring new ways to serve. Your contributions will shape our direction and help us grow stronger. Purpose-Driven Work: Every improvement you help make is one that adds value - not just for us, but for the people and missions we support. Culture of Collaboration: We're big enough to take on meaningful challenges, but small enough that everyone still knows your name. Comprehensive Benefits Package: Designed to support your health, financial security, and overall well-being, our health and wellness benefits include medical, dental, and vision coverage, along with telemedicine services and a TRICARE supplement for veterans. Flexible Leave Benefits: we prioritize a balanced, supportive environment that allows you to thrive both personally and professionally and offer flexible and paid time off, 11 paid holidays, paid sick leave, maternity and bonding leave, and military training leave. AVIAN is a service-based organization. As an equal opportunity employer, our policy of business is to seek the most qualified candidate for each talent opportunity without regard to race, creed, color, sex, age, religious belief, marital status, national origin, ancestry, sexual preference, physical or mental handicap, lawful political affiliation or veteran's status.
    $30-40 hourly Auto-Apply 3d ago
  • Vice President, B2B Marketing

    Mastercard 4.7company rating

    Miami, FL jobs

    **Our Purpose** _Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential._ **Title and Summary** Vice President, B2B Marketing Overview The Vice President of Insights & Intelligence Portfolio Marketing is responsible for driving growth, adoption, and customer engagement for Mastercard's I&I portfolio. Acting as the 'mini CMO,' this leader shapes and executes marketing strategies aligned with the 2026 Services strategy, partnering closely with Product, Strategy, Commercialization, and Services Marketing to deliver differentiated value across geographies, customer segments, and go-to-market channels. Key Responsibilities Strategic Portfolio Leadership - Transform I&I marketing from fragmented product-level efforts to a unified, scalable, customer-centric approach. - Develop and execute data-driven marketing strategies to accelerate portfolio growth. - Champion a unified story for I&I, ensuring consistent messaging across products, channels, and functions. - Drive awareness and engagement through multi-channel marketing plans targeting C-suite, decision makers, and user personas. - Activate demand by improving conversion within existing funnels and opening new revenue routes through partner and network motions. - Lead a team of product marketers to establish foundational marketing strategy, including audience definition, value positioning, campaign design, and product prioritization. Team & Stakeholder Leadership - Lead and inspire a geographically and functionally diverse team, fostering high performance, innovation, and continuous improvement. - Build team capabilities in stakeholder communication, business alignment, and visibility of marketing impact. - Provide clear direction, feedback, and professional development opportunities. Market Expertise & Influence - Serve as the expert on buyer personas, competitive landscape, and strategic GTM motions, building use-case narratives and driving the portfolio's shift towards buyer-based, AI and API-first solutions. - Influence cross-functional teams and regional leaders to drive adoption and sales, leveraging insights to inform strategy and execution. Performance Management & Measurement - Deliver regular updates on marketing performance, ROI, and market trends, providing actionable recommendations. - Develop and implement measurement frameworks aligning marketing impact with revenue mechanics. - Lead monthly business reviews, offering a holistic view of marketing impact and sales enablement. Collaboration & Cross-Functional Alignment - Act as the central liaison for integrated portfolio marketing, building strong relationships across Communications, Product, Sales, Partner, Digital, Field, and Customer Marketing teams. - Partner with Services Marketing, Communications, and IMC to launch Tier 1/Big Bet activations and unified narratives. - Ensure seamless communication and alignment of objectives, driving unified marketing strategies. - Develop standardized sales enablement tools and training programs. - Collaborate with channel partners to maximize impact at key events. Innovation & Future-Readiness - Prepare for business evolution by developing scalable marketing systems supporting network-led and self-service models, including embedded use cases, API developer marketing, and agentic consulting. - Operationalize self-service GTM and support transition to platform-based, AI-enabled solutions. - Build and launch a thought leadership engine in partnership with global Advisors and consulting. Requirements - 10+ years in B2B Product Marketing and GTM roles, ideally with SaaS experience and knowledge of Financial Institutions and Retail segments. - Proven success in large, complex matrix organizations and high-growth, customer-centric teams. - Deep understanding of B2B positioning, demand generation, and funnel management. - Experience managing and/or co-owning product/portfolio P&L in a growth business. - Demonstrated team leadership, including managing managers and building high-performing teams. - Exceptional communication, collaboration, and stakeholder management skills. - Ability to prioritize and manage multiple projects in a fast-paced environment. Preferred Qualifications - Experience in marketing, consulting, and SaaS industry. - Experience partnering with major account sales teams. - MBA or advanced degree in marketing or related field. Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact reasonable_accommodation@mastercard.com and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly. **Corporate Security Responsibility** All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must: + Abide by Mastercard's security policies and practices; + Ensure the confidentiality and integrity of the information being accessed; + Report any suspected information security violation or breach, and + Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines. In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary and may be eligible for an annual bonus or commissions depending on the role. The base salary offered may vary depending on multiple factors, including but not limited to location, job-related knowledge, skills, and experience. Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance); flexible spending account and health savings account; paid leaves (including 16 weeks of new parent leave and up to 20 days of bereavement leave); 80 hours of Paid Sick and Safe Time, 25 days of vacation time and 5 personal days, pro-rated based on date of hire; 10 annual paid U.S. observed holidays; 401k with a best-in-class company match; deferred compensation for eligible roles; fitness reimbursement or on-site fitness facilities; eligibility for tuition reimbursement; and many more. Mastercard benefits for interns generally include: 56 hours of Paid Sick and Safe Time; jury duty leave; and on-site fitness facilities in some locations. **Pay Ranges** Purchase, New York: $217,000 - $359,000 USD Arlington, Virginia: $217,000 - $359,000 USD Boston, Massachusetts: $217,000 - $359,000 USD Miami, Florida: $189,000 - $312,000 USD
    $217k-359k yearly 7d ago
  • Senior Financial Services Representative - Lake Mary

    Teachers Federal Credit Union 4.3company rating

    Lake Mary, FL jobs

    Join Our Team For over 70 years, Teachers Federal Credit Union has been committed to guiding members toward building a strong financial foundation today for a better tomorrow. Recognized by Forbes Magazine as one of America's Best-In-State Credit Unions in 2025, Teachers has grown into one of the nation's leading credit unions. As we expand our reach across the country, we remain focused on being both a Best Place to Bank and a Best Place to Work. From part-time roles to executive leadership positions, Teachers offers a wide range of meaningful career opportunities. Summary: The Senior Financial Services Representative role is focused on engaging members and expanding their membership with Teachers in person and virtually. The key functions of the role are centered on managing a book of business and supporting members with specialized needs which is inclusive of Consumer, Small Business and Lending services to help drive revenue for the Credit Union. Education/Experience: * High School degree or GED required; Bachelor's In Business in lieu of experience will be considered * Minimum two years of general work experience, customer service, call center, sales and a minimum of two years branch experience required * Commissioned notary or can successfully obtain a notary commission in the state where you work within four months of starting in the role required * Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, etc.) required * Proficient in CRM tools including Salesforce required Essential Skills & Certifications * Strong communication, interpersonal, customer service, sales, mathematical, problem solving, multitasking and computer skills, and attention to detail required * Strong communication and interpersonal skills and the ability to build and maintain relationships * Must understand customer relationship management (CRM) * Strategic thinker and ability to analyze and solve problems quickly * Ability to work well with others and lead a team * Is a commissioned notary or can successfully obtain a notary commission in the state you work within four months of start date in role Job Responsibilities: * Serve consumer and small business members by proactively engaging members to understand and help with their current and future financial needs * Manage assigned members and proactively meet with them - in person and over the phone - to build lasting relationships, discover financial needs, and tailor product and service recommendations * Serve as a leader in managing risk; understand and manage risks in the business, adhere to policies, procedures & controls and ensure compliance with applicable laws, rules and regulations. * Maximize team profitability by working to enhance sales skills and product knowledge in the branch. Participate in outside organizations and the community in order to develop strategic partnerships and alliances; analyze current and future competitors. * Partner with specialists to connect members to experts who can help them with specialized financial needs * Build new member relationships utilizing methods outlined in company playbooks; responsible for relationship review, problem resolution, presentation of solutions and interpretation of numbers, trends and data to make effective decisions * Participate in campaigns, lead outbound calling efforts via internal referral and lead sources, cross-sell and make referrals when appropriate using the online tracking and CRM systems * Ability to travel between branches in assigned local area and support assigned market. * Perform other duties or accountabilities within the branch as assigned to support Small Business and Premier members. * Participate in orientation and mentorship of new representatives as required * May handle escalated member issues as required * Perform other duties as needed upon request by immediate supervisor Benefits of Joining the Teachers Team: We provide a competitive compensation and benefits package that includes, but is not limited to: * This position is eligible for our quarterly retail performance incentive program. Employees in non-commission roles may also receive an annual discretionary bonus. * Paid time off for vacation, personal days, and holidays * 401(k) company contribution * Teachers pays 100% of Dental & Vision premium * Tuition reimbursement is offered to full-time employees * Exclusive employee discount of 0.96% APR on credit card loans and a 1.00% APR on all other loans through Teachers All candidates will be subject to a background check, credit check, and drug test to determine employment eligibility. To learn more about Teachers and to view a full list of our job opportunities please visit ***************************************** Click here to view: California Privacy Notice #LI-PC1
    $23k-28k yearly est. 5d ago
  • Tax Intern

    Cerity Partners Management 3.5company rating

    Cleveland, OH jobs

    Cerity Partners is searching for talented, bright, and motivated individuals with the highest level of personal integrity to join our Cleveland tax team January 2026 - April 2026. We are seeking a team player with a positive attitude and the highest level of personal integrity to join our team. This is a paid internship program (20-30 hours per week) and a great opportunity for individuals looking to gain experience in a professional environment. This role offers a flexible schedule, collaborative team atmosphere, and autonomy to manage your projects. This role is also ideal for someone looking for a part-time seasonal position in the financial industry at a nationally recognized registered investment advisory. Primary Responsibilities: Assist in the preparation of federal, state, and local individual and business income tax returns Create workpapers that effectively tell the story of how projects were prepared Research and analyze a wide range of tax issues Ideal Candidate Profile: Be enrolled in an undergraduate program at an accredited university with a minimum 3.2 GPA Majoring in Finance, Accounting, or related business degree Be proficient in Microsoft Office Applications Actively participating in campus organizations, preferably within a leadership role, and/or professional work experience Identify with Cerity Partners mission and demonstrate our core values Dependable - Timely with solid follow-through Tech savvy - Ability to quickly learn to navigate various software applications Organized - Proficient at compiling data into a presentable orderly deliverable Accurate - Demonstrates close attention to detail Positive attitude and professional appearance Strong collaboration, interpersonal and communication skills Ideal Candidate Profile: Be enrolled in an undergraduate program at an accredited university with a minimum 3.2 GPA Majoring in Finance, Accounting, or related business degree with a strong interest in tax Be proficient in Microsoft Office Applications Actively participating in campus organizations, preferably within a leadership role, and/or professional work experience Identify with Cerity Partner's mission and demonstrate our core values Dependable - Timely with solid follow-through Tech savvy - Ability to quickly learn to navigate various software applications Organized - Proficient at compiling data into a presentable orderly deliverable Accurate - Demonstrates close attention to detail Positive attitude and professional appearance Strong collaboration, interpersonal and communication skills Benefits & Perks: We are proud of our unique approach to public accounting, which sets us apart from traditional firms. Enjoy competitive wages and flexible work schedules. We stress the importance of everyone's role on the team - we value a collaborative and supportive work environment. Your career journey matters! We encourage internal moves if our company culture resonates with you. We are a technology-forward company, using it to create smarter, more streamlined solutions Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law. Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to **************************. Applicants must be authorized to work for any employer in the U.S.
    $33k-55k yearly est. Auto-Apply 60d+ ago
  • Intern - Year Round (Application Engineer)

    Navy Federal 4.7company rating

    Pensacola, FL jobs

    To work alongside and learn from a senior developer while designing, building, and maintaining Real Estate Lending systems and automation. Participate in a collaborative, team driven network and interact with multiple departments. Receive guidance and direction from team and management. Utilize and further develop technical and soft skills, business knowledge, analytical techniques and creative problem solving abilities. Provide professional execution of day to day tasks and special projects while working within established standards, policies and procedures. This is a year-round, Full or Part -Time, flexible internship based on school schedule. A requirement of this position is you must be currently enrolled in college level courses or a degree-seeking program throughout the duration of the internship. Please upload your transcripts by adding them to the “Intern Proof of Enrollment” section of the application. Working knowledge of Web design techniques and practices Pursuing an education in Computer Science, Information Technology, or a similar field. Familiarity with PC and Internet/Web-based technologies such as HTML, CSS, JavaScript, and C#. Web content management software, editing and authoring tools, and development languages. Effective interpersonal, verbal, and written communication skills include the ability to relate technical concepts to non-technical personnel and present findings and conclusions clearly and concisely. Research, analysis, and problem-solving skills. Basic to advanced experience working within the Agile methodology. Experience in business operations and customer service relations, preferably in a financial institution Must be pursing degree from an accredited college/university Designs and develop user interface features and backend processes. Serves as a resource to Web staff and clients in developing user-friendly formats and producing documents in HTML and other applications. Implements Web-based /interactive media strategies. Maintains knowledge of graphic design trends and best practices through professional associations, conferences, and seminars. Monitors Web Pages and other electronic media to identify and correct technical and grammatical problems Recommends changes to the Website to improve system functionality and enhance its effectiveness. Participates in the analysis and development of new and innovative ways to improve member service. Troubleshoots day-to-day- problems and recommends solutions. Performs other related duties as assigned
    $29k-37k yearly est. Auto-Apply 11d ago
  • Part Time (30 Hours) Associate Banker, Brickell City Centre Branch, Miami, FL

    Jpmorgan Chase & Co 4.8company rating

    Miami, FL jobs

    JobID: 210692123 JobSchedule: Part time JobShift: Variable : At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. Job Responsibilities * Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. * Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. * Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. * Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. * Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills * Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. * Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. * Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. * Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. * Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. * Ability to quickly and accurately learn products, services, and procedures. * Client service experience or comparable experience. * High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills * Strong desire and ability to influence, educate, and connect customers to technology solutions. * Cash handling experience.
    $27k-31k yearly est. Auto-Apply 4d ago
  • Mortgage Resolution Specialist

    Vystar Credit Union 4.5company rating

    Jacksonville, FL jobs

    At VyStar, we offer competitive pay, an excellent benefit package that includes a 401(k) Plan, an extensive paid technical and on-the-job training program, and tuition reimbursement--available to all full and part time employees. Part time positions start at a minimum of 30 hours per week. We encourage you to become a part of VyStar Credit Union's family of employees. Mortgage Resolution SpecialistACCOUNTABILITY STATEMENT The mortgage loan collector contacts members to effectively reduce VyStar's exposure to financial loses caused by delinquent mortgage loan accounts. Activities must be conducted in compliance with federal and state regulations to avoid possible harassment claims and litigation. In addition, the incumbent must be well versed in secondary market and private mortgage insurance guidelines with regard to mortgage loan collections and loss mitigation efforts. ESSENTIAL JOB FUNCTIONS Reviews delinquent mortgage loan accounts in the core collection system, which have been assigned to gain information to determine appropriate collection activity to effectively elicit monies due from members. Contacts members to discuss reason for delinquency and possible solutions to resolve delinquency. Obtains information to effect collection on account and make payment arrangements. Determines appropriate and timely follow-up contact with member. Skip traces unlocated members to establish contact. Locates member and recommends legal action, which may ultimately reduce loss to VyStar. Daily works the collection system queues to ensure each delinquent account has been followed for activity and account is accurately documented in the core collections systems. Initial contact with member, mortgage loan collector assesses the reason for the delinquency and proposes solutions to the member for consideration in resolving the delinquency. Notates core collection system. Provides member hardship request information and list of documentation required to provide management to consider note modification, payment deferment, payment plan, or other special arrangements to resolve the delinquency. Provides documentation to Sr. Mortgage Loss Mitigation Specialist, Mortgage Servicing Manager, and/or Vice President Mortgage Servicing. Converses with members to discuss account information or make loan payment arrangements. Accepts funds and enters information to voucher to post transactions on data processing system or process check by phone requests. Recommends financial counseling and/or budgeting services to member's who are experiencing temporary financial challenges that are curtailing their ability to make the mortgage/equity payments in a timely manner. Updates delinquent accounts in Fannie Mae and PMI portals in compliance within insurer and investor guidelines. Works daily/weekly/monthly reports as assigned, prepares files for foreclosure referral. Manages the Vacant Property Registry for the Credit Union Cross-sells other credit union services. Consistently adheres to VyStar core values and Code of Ethics and acts in accordance with those values. Performs the activities and projects as assigned and requested by the Mortgage Loss Mitigation Supervisor, Mortgage Servicing Manager and Vice President Mortgage Servicing. Identify and make recommendations to Mortgage Loss Mitigation Supervisor, Mortgage Servicing Manager and/or Vice President Mortgage Servicing regarding process improvements, quality service and increased efficiencies along with on all normal filings, any abnormal filing trends, and volume and filing demographics on a monthly basis. All employees and business units, as first line of defense, are expected to proactively help identify, assess, manage, and report risks within their domain of work. To enhance a healthy risk culture and support our growth for good pillar, employees will maintain vigilance in safeguarding our operations while ensuring compliance with regulatory mandates. The Risk team serves as the second line of defense by providing risk oversight and credible challenge whereas the Audit team serves as the third line of defense by providing risk assurance. Incumbent is expected to demonstrate each of the following VyStar Excellence behaviors and to provide support and feedback to employees assigned to the closing unit to consistently practice and demonstrate VyStar Excellence behaviors in performing the duties and responsibilities of their position. Expected VyStar behaviors are defined as: Focus Focus your full attention by carefully listening to and observing your client or member. Connect Consistently be friendly and approachable demonstrate you care. Understand Listen empathetically and ask questions (70%/30%) Counsel Recommend solutions based on your client's or member's needs and objectives. Advance Ensure that member's expectations are exceeded. Verify follow-up action. QUALIFICATIONS Experience A minimum of two years' experience in mortgage loan collections with a financial institution or mortgage loan company is required. Previous loss mitigation related experience is a plus Knowledge of Fair Dept Collections Practice Act (FDCPA), Federal Bankruptcy Laws, Fair Credit Reporting (FCRA), state laws governing repossession and liquidation of residential real estate and secondary market requirements for servicing derogatory loans. Equipment to be used in the daily performance of job duties include HP calculator, PC, and multi-function equipment (fax, scanner, and copier) is required. Knowledge of all Microsoft Office applications and credit union software and/or core operating systems pertinent to completing various tasks and responsibilities of the position is required. EDUCATION The minimum formal education required is completion of high school. Specialized classes in bankruptcy, foreclosure, and mortgage collections and loss mitigation will be required. Continuing education via local conferences and workshops is required for updates on federal and state regulations. KNOWLEDGE, SKILLS, & ABILITIES Knowledge of Fair Dept Collections Practice Act (FDCPA), Federal Bankruptcy Laws, Fair Credit Reporting (FCRA), state laws governing repossession and liquidation of residential real estate and secondary market requirements for servicing derogatory loans. Applicant must have positive, well-developed communication skills, both written and oral, be detail oriented, have good organizational and active listening skills, the ability to work in a fast-paced environment, and proven ability to work with others. Must have professional conduct and appearance and be self-motivated. Must work under the philosophy of “people helping people” and be able to communicate with members and legal counsel at all levels. Applicants must demonstrate the qualities of a self-starter and one who follows through on all job duties. Equipment to be used in the daily performance of job duties include HP calculator, PC, and multi-function equipment (fax, scanner, and copier) is required. Knowledge of all Microsoft Office applications and credit union software and/or core operating systems pertinent to completing various tasks and responsibilities of the position is required. DISCLAIMERS AND WORK ENVIRONMENT The work environment characteristics described here are representative of those that an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Nothing in this position description is an implied contract for employment. The functions are not all encompassing and are subject to change at any time by management. As required or requested, may exert up to 20 pounds of force occasionally and/or negligible amount of force constantly to lift, carry, push, pull, or otherwise move objects. VyStar Credit Union is not seeking outside assistance or accepting unsolicited resumes from staffing agencies or search firms for employment or contractor opportunities. Any resumes submitted by an outside vendor to any employee at VyStar via e-mail, internet, or directly to hiring managers without a valid written search agreement with the Talent Acquisition / HR department will be deemed the sole property of VyStar Credit Union. No placement fee will be paid if a candidate is hired as a result of the referral, or through other means. Thank you for your inquiry regarding our current job opening. Your resume will be carefully reviewed against the position requirements. Should your experience and skills match, you will be contacted by one of our Human Resources department staff members. Thank you again for your interest in this position! VyStar Credit Union Human Resources
    $41k-45k yearly est. Auto-Apply 4d ago
  • Senior Partner Development Manager

    Lightspeed Financial 3.6company rating

    Miami, FL jobs

    Hi there! Thanks for stopping by 👋 Are you actively looking for a new opportunity? Or just checking the market? Well… you might just be in the right place! We're looking for a Senior Strategic Partner Development Manager to join our Partnerships team at Lightspeed. This role is built for a strategic operator and relationship expert who thrives on driving impact through high-value, long-cycle partnerships that move the needle. We are open to hiring remotely in the USA for this role. You'll be responsible for cultivating and expanding Lightspeed's most strategic, high-impact relationships - the kind that require patience, foresight, and influence. These are not transactional partnerships; they're ecosystem plays designed to unlock growth through joint go-to-market execution, integration, and alignment at the executive level. You'll work hand-in-hand with senior stakeholders across Partnerships, Product, Marketing, and Sales to craft and execute initiatives that create measurable business outcomes for both Lightspeed and our partners. What you'll be doing: Own and grow a portfolio of strategic partners with significant business potential and long-term value creation opportunities. Identify, evaluate, and structure new partnership opportunities that align with Lightspeed's strategic objectives and market positioning. Negotiate complex commercial agreements that balance innovation, scalability, and profitability. Develop and execute joint go-to-market strategies with partners - from planning to enablement, launch, and ongoing performance measurement. Lead strategic reviews with partner executives to evaluate success, align priorities, and define next-phase growth initiatives. Work cross-functionally with Product, Sales, and Marketing teams to operationalize partnerships and ensure seamless execution. Track and report partnership performance with a focus on ROI, pipeline influence, and market impact. Represent Lightspeed externally at industry events, trade shows, and ecosystem gatherings as a credible, consultative voice in commerce technology. Stay ahead of industry trends, identifying partnership opportunities that strengthen Lightspeed's value proposition and competitive positioning. What you need to bring: 7+ years of proven experience in strategic partnerships, business development, or channel strategy within a SaaS, payments, or technology environment. Proven ability to manage complex, multi-stakeholder partnerships from negotiation through execution. Strong commercial and analytical acumen, with the ability to model business cases and assess ROI. Excellent communication and presentation skills, comfortable influencing at the C-suite and VP level. Strategic thinker who can connect business goals to execution and navigate ambiguity with confidence. Strong organizational and project management skills - able to juggle multiple initiatives while maintaining focus on outcomes. Experience in retail, hospitality, or commerce technology ecosystems is a strong asset. Even better if you have: Experience developing multi-year strategic partnerships with enterprise or platform partners. Exposure to product integrations or API-driven partnerships. Knowledge of POS, payments, or retail SaaS models. What's in it for you? Come live the Lightspeed experience... Ability to do your job in a truly flexible hybrid environment (3 days/week in office); Genuine career opportunities in a company that's creating new jobs everyday; Work in a team big enough for growth but lean enough to make a real impact. … and enjoy a range of benefits that'll keep you happy, healthy and (not) hungry: Lightspeed RSU program (we are all owners) Unlimited paid time off policy Flexible working policy Health insurance Health and wellness benefits Possibility for transit fees to be covered Paid leave assistance for new parents Linkedin learning At Lightspeed, we carefully consider a wide range of factors when determining compensation, including your skillset, qualifications, experience, and market data. These considerations can cause your compensation to vary. We reasonably expect the base salary for this position to be in the range of $[85,000 to $100,000] USD, depending on the candidate's location. Additionally, this role may be eligible for discretionary short-term and long-term incentives. Lightspeed also provides a variety of employee benefits including, but not limited to, medical, dental, wellness, life and disability insurance, 401K plan and match, paid parental leave top-up, and paid time off. Please note that this salary information is solely for candidates hired to perform work within the United States, and refers to the amount Lightspeed is willing to pay at the time of this posting, which may vary depending on the candidate's actual location. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. #LI-TL2 To all recruitment agencies: Lightspeed does not accept unsolicited agency resumes. If we have not directly engaged your company in writing to supply candidates for a specific vacancy, Lightspeed will not be responsible for any fees related to unsolicited resumes. Lightspeed is a proud equal opportunity employer and we are committed to creating an inclusive and barrier-free workplace. Lightspeed welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process. Where to from here? Obviously, this has to be mutually beneficial: we want you to step into a role you love, and we want to offer you a place you're proud to come to every day. For a glimpse into our world check out our career page here. Lightspeed is building communities through commerce, and we need people from all backgrounds and lived experiences to do that. We were founded in 2005, in Montreal's gay village and our original members were all part of the LGBTQ+ community. The ethos of our business has been about inclusion from the very beginning, and we strive to provide a workplace where everyone belongs. Who we are: Powering the businesses that are the backbone of the global economy, Lightspeed's one-stop commerce platform helps merchants innovate to simplify, scale, and provide exceptional customer experiences. Our cloud commerce solution transforms and unifies online and physical operations, multichannel sales, expansion to new locations, global payments, financial solutions, and connection to supplier networks. Founded in Montréal, Canada in 2005, Lightspeed is dual-listed on the New York Stock Exchange (NYSE: LSPD) and Toronto Stock Exchange (TSX: LSPD). With teams across North America, Europe, and Asia Pacific, the company serves retail, hospitality, and golf businesses in over 100 countries. Lightspeed handles your information in accordance with our Applicant Privacy Statement.
    $100k yearly Auto-Apply 5d ago
  • Mortgage Servicing Supervisor

    Vystar Credit Union 4.5company rating

    Jacksonville, FL jobs

    At VyStar, we offer competitive pay, an excellent benefit package that includes a 401(k) Plan, an extensive paid technical and on-the-job training program, and tuition reimbursement--available to all full and part time employees. Part time positions start at a minimum of 30 hours per week. We encourage you to become a part of VyStar Credit Union's family of employees. Mortgage Servicing SupervisorACCOUNTABILITY STATEMENT Supervises the daily operations of the mortgage loan servicing staff tasked with the various processes associated with servicing first mortgages, equity loans, and mobile home loans to ensure loans are serviced in accordance with VyStar policies/procedures, secondary market requirements, private mortgage insurance company requirements, and state/federal regulations. Must demonstrate proficiency in federal and state regulations pertinent to all aspects of mortgage loan servicing activities. Staffs, trains, supervises evaluates and develops employees. ESSENTIAL JOB FUNCTIONS Supervises general mortgage servicing and mortgage document retention staff related functions consistent with VyStar Credit Union policies and procedures, secondary market guidelines, and state/federal regulations Monitors daily work assignments and timeliness of completion of same to ensure all production deadlines are adhered to. Schedules and assigns work to improve productivity as needed. Makes mortgage loan servicing decisions as authorized by policy and in conjunction with secondary market, private mortgage insurance and federal/state regulations. Ensures staff receives pertinent training to complete all job-related skills and soft skills to support employee growth and development. Completes and administers monthly benchmark review and on-on-one's timely for employee mentoring and coaching opportunities. Completes and administers annual evaluations for general mortgage servicing staff within credit union timelines. Handles escalated member calls related to mortgage servicing activities. Monitors inbound and outbound mortgage servicing calls for quality assurance. Reviews mortgage servicers queue productivity, follow-up exceptions, daily performance activity, employee attendance and punctuality. Monitors all servicing related reporting from the credit union core servicing system and customized reports to ensure they are worked in a complete, timely and accurate manner. Ensures reports are worked within mortgage management defined timelines and that any issues noted are addressed and resolved promptly. Works with servicing staff to ensure desktop and published credit union procedures reflect current practices and are periodically reviewed to guide employees on performing their daily tasks in a productive and efficient manner. Promotes technological enhancements that will allow the servicing related tasks and responsibilities to be completed in an accurate, timely and efficient manner. Promotes a positive and cohesive environment across all units operating within the Mortgage Servicing Department and throughout the credit union. Cross-sells other credit union services. Consistently adheres to VyStar core values and Code of Ethics and acts in accordance with those values. Performs the activities and projects as assigned and requested by the Mortgage Servicing Manager, and/or Vice President Mortgage Servicing. Assumes duties of Mortgage Loss Mitigation Supervisor and/or Mortgage Servicing Manager in the event of absence within the scope of authority assigned. Identify and make recommendations to Mortgage Servicing Manager and/or Vice President Mortgage Servicing regarding process improvements, quality service and increased efficiencies Performs other duties as assigned All employees and business units, as first line of defense, are expected to proactively help identify, assess, manage, and report risks within their domain of work. To enhance a healthy risk culture and support our growth for good pillar, employees will maintain vigilance in safeguarding our operations while ensuring compliance with regulatory mandates. The Risk team serves as the second line of defense by providing risk oversight and credible challenge whereas the Audit team serves as the third line of defense by providing risk assurance. Incumbent is expected to demonstrate each of the following VyStar Excellence behaviors and to provide support and feedback to employees assigned to the servicing unit to consistently practice and demonstrate VyStar Excellence behaviors in performing the duties and responsibilities of their position. Expected VyStar behaviors are defined as: Focus Focus your full attention by carefully listening to and observing your client or member. Connect Consistently be friendly and approachable demonstrate you care. Understand Listen empathetically and ask questions (70%/30%) Counsel Recommend solutions based on your client's or member's needs and objectives. Advance Ensure that member's expectations are exceeded. Verify follow-up action. QUALIFICATIONS EXPERIENCE Incumbent must have a minimum of six years experience in a financial or lending institution with direct member contact in mortgage servicing for conventional, equity, and mobile home loans. EDUCATION The minimum formal education required is completion of high school. Undergraduate and/or graduate degrees in management, business, finance or accounting are preferred but not required for this position. A minimum of two years experience in a leadership or supervisory position is required or attained level of Mortgage Servicer III. Specialized classes in mortgage servicing, accounting, economics or related fields are preferred. Continuing education via local conferences and workshops is required for updates on federal regulations and secondary market requirements. Must be knowledgeable of the state/federal regulations governing mortgage servicing. The incumbent must be well versed in secondary market servicing guidelines specific to the servicing of mortgage loans KNOWLEDGE, SKILLS, & ABILITIES Incumbent must have a minimum of six years experience in a financial or lending institution with direct member contact in mortgage servicing for conventional, equity, and mobile home loans. Incumbent must be well versed in servicing requirements for secondary market guidelines, private mortgage insurance company requirements, state/federal regulations and credit union policies/procedures related to mortgage loan servicing activities. Knowledge of federal and state regulations related to mortgage loan servicing such as Fair Credit Reporting Act, Escrow Regulations, Truth in Lending Act, Real Estate Settlement Procedures Act and Flood Regulations. Applicant must have positive, well-developed communication skills, both written and oral, be detail oriented, have good organizational and active listening skills, the ability to work in a fast-paced environment and proven ability to work with others. Proven ability to work under stress and in a heavy workload environment. Must have professional conduct and appearance and be self-motivated. Must work under the philosophy of “people helping people” and be able to communicate with members and legal council at all levels. Incumbent must demonstrate the qualities of a self-starter and one who follows through on all job duties. Must understand basic functions of a PC and be proficient in the use of a financial calculator and copier. Machines used in the performance of this position include PC, printer, multi-function equipment, phone equipment and building alarm system. Familiarity with the operation of building equipment and machines operated by the department employees is considered beneficial in problem solving. Demonstrated ability and working knowledge of all Microsoft Office applications is required DISCLAIMERS AND WORK ENVIRONMENT Nothing in this position description is an implied contract for employment. The position description is intended to be an accurate account of the essential functions. The functions are not all encompassing and are subject to change at any time by management. The work environment characteristics described are representative of those that an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. As required or requested, may exert up to 20 pounds of force occasionally and/or a negligible amount of force constantly to lift, carry, push, pull or otherwise move objects. VyStar Credit Union is not seeking outside assistance or accepting unsolicited resumes from staffing agencies or search firms for employment or contractor opportunities. Any resumes submitted by an outside vendor to any employee at VyStar via e-mail, internet, or directly to hiring managers without a valid written search agreement with the Talent Acquisition / HR department will be deemed the sole property of VyStar Credit Union. No placement fee will be paid if a candidate is hired as a result of the referral, or through other means. Thank you for your inquiry regarding our current job opening. Your resume will be carefully reviewed against the position requirements. Should your experience and skills match, you will be contacted by one of our Human Resources department staff members. Thank you again for your interest in this position! VyStar Credit Union Human Resources
    $42k-48k yearly est. Auto-Apply 33d ago
  • Wealth Banker - PNC Investments

    PNC Bank 4.4company rating

    Cincinnati, OH jobs

    Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Wealth Banker within PNC's Investments organization, you will be based in the Greater Cincinnati Market.Job Description Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention for purposes of generating revenue and deepening share of wallet with new and existing clients, with focus typically on a more complex, sophisticated client base. Proactively generate and manage leads and client appointments. Leverages needs based and consultative conversational skills, experience and acquired knowledge of bank products and services and positions appropriately to grow share of wallet and attract new mass affluent households. Develops and maintains internal and external partnerships to drive new revenue, acquisition and growth. Owns communication and contact with existing clients to ensure expansion opportunities are captured. Manages risk and maximizes profitability for entire portfolio of clients. Delivers a differentiated client experience from acquisition through onboarding and servicing. Maintains timely, accurate and complete sales/client relationship management administration tasks as determined by the business. Ensures the execution of team processes, such as pre-call planning, post-call debriefs and relationship reviews. Generates quality referrals for ecosystem partners. Delivers Financial Wellness by proactively suggesting tailored solutions aligned with client needs. Leverages client insight and sales tools to translate into actionable sales strategies and tactics, proactively identifying and successfully converting sales opportunities and delivering an exceptional client experience. Achieves business results through leadership of and productive collaboration with a wide range of ecosystem partners. Own the client relationship and holds team accountable for deliverables. Deliver the Mass Affluent Advice and Planning value proposition through a joint Banking and Investing partnership with a PNC Financial Advisor. Ensures a strong client commitment and advocacy by delivering proactive and responsive service to meet client goals. Differentiates client experience through advanced conversation skills. Has in depth knowledge of business segment capabilities and offerings. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. CompetenciesBanking Products, Business Acumen, Collaborating, Customer Experience Management, Customer Retention, Decision Making and Critical Thinking, Effective Communications, Influencing, Managing Multiple Priorities, Products and Services, Relationship Management, Selling.Work ExperienceRoles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationBachelorsCertificationsNo Required Certification(s) LicensesFINRA Series 7 and 66 (or 63,65) required. Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations. Life & Health Insurance licenses required.Pay TransparencyBase Salary: $55,000.00 - $98,000.00Salaries may vary based on geographic location, market data and on individual skills, experience, and education.Application WindowGenerally, this opening is expected to be posted for two business days from 08/07/2025, although it may be longer with business discretion.BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
    $55k-98k yearly Auto-Apply 60d+ ago
  • Director, Product & Lifecycle Marketing

    Lightspeed Financial 3.6company rating

    Miami, FL jobs

    Are you actively looking for a new opportunity? Or just checking the market? Well… you might just be in the right place! As the Director of Product & Lifecycle Marketing for Financial Services, you'll define the strategic vision and lead a high-performing team responsible for driving the success of Lightspeed Payments, Capital, and future financial services products. You'll shape how we position, launch, and grow our financial services offerings across verticals, uniting product marketing and lifecycle marketing under a single, cohesive strategy that drives adoption, retention, and long-term merchant value. In this role, you'll serve as the connective tissue between Product, GTM, and Sales teams translating market insights into strategic direction, enabling cross-functional alignment, and ensuring our financial services narrative is clearly understood and deeply felt across the business. You'll also be a people leader, developing the next generation of marketers and building scalable frameworks that elevate the craft of product and customer marketing company-wide. What You'll Do: Set the vision and strategy for Lightspeed's Financial Services marketing function, spanning Payments and Capital Shape positioning and narrative frameworks that clearly articulate Lightspeed's differentiated value in financial services across all markets and verticals. Drive go-to-market excellence, ensuring cohesive, insight-driven launches and evergreen campaigns that connect product value to customer outcomes. Unify product and lifecycle marketing, creating end-to-end strategies that drive awareness, engagement, adoption, and retention. Develop and mentor a high-performing team, fostering strategic thinking, executional excellence, and cross-functional influence. Partner with executive leadership across Product, Sales, and Brand to define priorities, measure impact, and advocate for merchant needs. Institutionalize best practices in messaging, segmentation, and lifecycle marketing that can scale across product lines. Represent Financial Services marketing at the leadership level, contributing to long-term business planning and organizational growth. Use data and insights to guide strategic decisions, inform resource allocation, and identify opportunities for innovation in how we market and grow our products. What You Bring: 10+ years of experience in product marketing, lifecycle marketing, or related disciplines, with at least 5 years in people leadership roles. Proven success leading marketing strategy for financial products or complex SaaS ecosystems. Deep understanding of B2B customer journeys and how to influence them through both product and lifecycle marketing levers. Strong strategic acumen with the ability to translate vision into actionable frameworks and measurable outcomes. Demonstrated experience building and scaling high-performing teams, fostering mentorship, and elevating the craft of marketing. Exceptional storytelling, positioning, and communication skills with the ability to influence executives and inspire teams. Comfortable operating at the intersection of strategy and execution, balancing long-term vision with near-term impact. A passion for understanding merchant needs, market dynamics, and how technology can simplify and accelerate small business growth. Even better if you have, but not necessary: MBA or Product Marketing Alliance certification Experience leading go-to-market strategy for embedded financial products (e.g., lending, payments, banking, or financial automation). Experience building or evolving customer lifecycle and retention programs, particularly for recurring-revenue or usage-based products. Experience working in fast-scaling or transformation-stage organizations, building clarity and process amid change. What's in it for you? Come live the Lightspeed experience... Ability to do your job in a truly flexible environment; Genuine career opportunities in a company that's creating new jobs every day; Work in a team big enough for growth but lean enough to make a real impact. … and enjoy a range of benefits that'll keep you happy, healthy, and (not) hungry: Lightspeed RSU program (we are all owners) Unlimited paid time off policy Flexible working policy Immediate access to health insurance Health and wellness benefits Paid leave assistance for new parents Linkedin learning license 1 paid volunteer day annually At Lightspeed, we carefully consider a wide range of factors when determining compensation, including your skillset, qualifications, experience, and market data. These considerations can cause your compensation to vary. We reasonably expect the base salary for this position to be in the range of $200k USD, depending on the candidate's location. Additionally, this role may be eligible for discretionary short-term and long-term incentives. Lightspeed also provides a variety of employee benefits including, but not limited to, medical, dental, wellness, life and disability insurance, 401K plan and match, paid parental leave top-up, and paid time off. Please note that this salary information is solely for candidates hired to perform work within the United States, and refers to the amount Lightspeed is willing to pay at the time of this posting, which may vary depending on the candidate's actual location. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. #LI-AL2 To all recruitment agencies: Lightspeed does not accept unsolicited agency resumes. If we have not directly engaged your company in writing to supply candidates for a specific vacancy, Lightspeed will not be responsible for any fees related to unsolicited resumes. Lightspeed is a proud equal opportunity employer and we are committed to creating an inclusive and barrier-free workplace. Lightspeed welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process. Where to from here? Obviously, this has to be mutually beneficial: we want you to step into a role you love, and we want to offer you a place you're proud to come to every day. For a glimpse into our world check out our career page here. Lightspeed is building communities through commerce, and we need people from all backgrounds and lived experiences to do that. We were founded in 2005, in Montreal's gay village and our original members were all part of the LGBTQ+ community. The ethos of our business has been about inclusion from the very beginning, and we strive to provide a workplace where everyone belongs. Who we are: Powering the businesses that are the backbone of the global economy, Lightspeed's one-stop commerce platform helps merchants innovate to simplify, scale, and provide exceptional customer experiences. Our cloud commerce solution transforms and unifies online and physical operations, multichannel sales, expansion to new locations, global payments, financial solutions, and connection to supplier networks. Founded in Montréal, Canada in 2005, Lightspeed is dual-listed on the New York Stock Exchange (NYSE: LSPD) and Toronto Stock Exchange (TSX: LSPD). With teams across North America, Europe, and Asia Pacific, the company serves retail, hospitality, and golf businesses in over 100 countries. Lightspeed handles your information in accordance with our Applicant Privacy Statement.
    $200k yearly Auto-Apply 5d ago
  • Experienced Public Accountant

    Shultz Huber & Associates 3.7company rating

    Bryan, OH jobs

    A BIT ABOUT OUR FIRM: We are an IPA Top 500 Firm as well as an AICPA Member Firm. We provide comprehensive financial and business advisory services in accounting and auditing, tax strategies, business and management, valuation, litigation support and forensic accounting, human resources and IT consulting, and a host of personal financial services. Our greatest strength isn't just our renowned technical and consulting experience, but our ability to listen to our clients and truly understand their challenges and work with them to develop innovative solutions. Headquartered in northwest Ohio, we are a mid-size accounting firm expanding our team. We have been providing distinctive solutions to our clients' most complex tax, financial and business matters with the utmost in personal service since 1969! If you're ready to learn and grow, we offer a challenging, diverse work environment that prioritizes your career advancement as much as your personal enrichment. We are actively looking for experienced CPA's with 6+ years of recent public accounting experience who are seeking long-term growth within our firm. If you are a Public Accountant with 3+ years in recent public accounting, then please read on…. WHY JOIN US? Award-winning firm! Competitive Benefits Package! Work-Life Balance Strong company culture with a big local presence Lighter Busy Season Hours (54 hours/week)! Paid CPE Generous PTO and Paid Holidays Bonuses! Reimbursement for CPA exam Fun company activities 37.5 hours on average during off-season! 401K with Company Match Classification: Full-Time Exempt or Part-Time Non-Exempt Reports to: Developmental Coach Our experienced Public Accountants are responsible for organizing and managing client assignments and projects, including the completion of assignments and tasks and project components as well as coaching, advising and directing team members in meeting client and self-development expectations. This position receives work from Principals and Partners. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This role will be responsible for the following activities, included but not limited to: Essential Duties and Responsibilities: This is an in-office role (not hybrid or remote) Maintain primary responsibility for assigned clients Monitor the work flow and due dates for assigned clients Supervise, train, and review supervisors, in-charge accountants', staff accountants', and accounting assistants' services performed on assigned clients in a prompt and efficient manner Demonstrate excellent skill and experience in assigned technical areas representative of a manager Perform engagements within budgeted time limits if If overruns of the time occur, discuss reason with client partner or principal Works as an effective team member to complete project components and assigned tasks Builds working relationships at peer client level Effectively documents work Implements solutions for clients Identifies task issues as well as task progress in a timely and organized manner Make timely and decisive solutions to complex issues. Additional Duties and Responsibilities: Seeks to gain knowledge of client business Demonstrates an active interest in the business world by keeping abreast of market trends and business developments Assists in proposal development and research gathering as requested Participates in office and firm wide initiatives Actively pursues self-development opportunities Maintain an image representative of a leader Builds strong team relationship skills Maintain personal and professional integrity at all times Other duties as assigned. Required Education and Experience: Minimum of 3 years recent public accounting experience preferred Supervisory Responsibility Oversee In-Charge and Staff Accountants Work Environment This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, scanners and fax machines. Physical Demands This is largely a sedentary role; however, some filing is required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary. Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
    $49k-63k yearly est. 46d ago

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