Responsible for the development and implementation of policies, procedures and programs that will assure a well-managed, well-maintained building, placing maximum emphasis on positive response to the concerns and needs of the tenants, environmental health and safety, and quality programs, in coordination in conjunction with the owner's goals and objectives.
Responsibilities
Essential Job Duties:
Assist in solidifying positive relationship with owner by being proactive and responsive to owners' needs and requests.
Assist senior management in understanding and working with the client to determine the goals and objective for the performance of the real estate assets. Assist Vice President and Portfolio Manager in developing and implementing recommendations to position the property to achieve the highest value consistent with the owner's objective.
Prepare and report information in a timely fashion to designated staff as set forth by Newmark and the property owners.
Create and develop upgrades to services being provided by the company in an effort to exceed client expectations.
Develop and implement staffing plans and job descriptions as required for assigned sites and promote continuous education for all on-site personnel.
Bottom line responsibility for the preparation, presentation and content of the annual operating budget and monthly financial reporting package.
Responsible for the final review and approval all annual lease reconciliation and estimates.
Establish goals and objectives for the performance of the on-site staff in meeting set goals and objectives in a timely and efficient manner. Prepare employee evaluations and make promotion and compensation recommendations.
Develop a resource plan with overall accountability for delivering a completed project, meeting customer requirements, within set budgets and schedules.
Prepare lease abstracts and, in some cases, may have final approval authority of all lease abstracts and final document output.
Review specifications prepared for service contracts. Responsible for selection and final award of contract services, vendor negotiation of service agreements and the overall monitoring of vendor performance to assure full compliance with standards established within the service agreement.
Review and approval of payables and receivables as prepared at the site level.
Review and supervise all accounting output as prepared by the accounting department as required by the property.
Weekly visits to sites to review policies and procedures, personnel performance, and approving invoices requiring signature. Quarterly inspections of all properties contained within the portfolio.
Responsible for short- and long-range planning for all properties assigned.
Ensure that all fire, life safety and other safety programs are established and followed in conjunction with the Environmental Health and Safety Act.
Maintain a positive image in performing daily work both internally and externally.
May perform other duties as assigned.
Other Job Functions:
Responsible for providing input to proposal efforts with the senior management.
Work with management to develop and implement outstanding service programs for clients and tenants within portfolio.
Work closely with management to ensure the property(s) succeeds as a profit center or expense control for ownership.
May be required to conduct market surveys, recommend pricing, develop marketing programs, and establish broker rapport in support of leasing objectives.
Qualifications
Skills, Education and Experience:
Bachelor's degree in business or related field. RPA and CCIM or CPM certification required.
Minimum of 8 years' experience in property operations.
Knowledge in all aspects of business including leasing and construction management.
Must have been responsible for a portfolio of three or more projects with direct reports.
A valid real estate license is required in states where work is performed
May perform other duties as assigned
Salary: $85,000 - $110,000 annually
The expected base salary for this position ranges from $85,000 to $110,000 annually. The actual base salary will be determined on an individualized basis taking into account a wide range of factors including, but not limited to, relevant skills, experience, education, and, where applicable, licenses or certifications held. In addition to base salary and a competitive benefits package, this position may be eligible for additional types of compensation including discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.).
Working Conditions: Normal working conditions with the absence of disagreeable elements
Note: The statements herein are intended to describe the general nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified.
$85k-110k yearly Auto-Apply 60d+ ago
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Senior Marketing Coordinator - Remote
Cantor Fitzgerald 4.8
Cantor Fitzgerald job in Irvine, CA or remote
Core Responsibilities:
The Marketing Coordinator / Senior Marketing Coordinator supports marketing initiatives for Newmark's Property Management business. This role partners closely with property management market leaders across the country to develop high-quality marketing solutions, collateral, and communications that drive client retention, business growth, and tenant engagement. The ideal candidate is detail-oriented, collaborative, and proactive, with the ability to anticipate team needs and deliver polished, on-brand materials under tight deadlines.
Develop familiarity with company programs, marketing technology, and service offerings to effectively support property management marketing initiatives.
Follow Newmark branding guidelines to ensure consistency across all marketing materials.
Participate in team meetings; understand objectives, capture action items, and proactively anticipate needs to keep projects on track.
Collaborate with cross-functional partners to create marketing solutions that support pursuits, client communications, property onboarding, operations initiatives, and tenant engagement.
Assist in developing marketing collateral, including presentations, proposals/RFP responses, brochures, pitchbooks, case studies, fact sheets, and email communications.
Create and maintain marketing files, templates, and compliance documentation (brand/legal approvals, disclosures, vendor forms) to ensure consistency and audit readiness.
Maintain informational marketing databases and libraries (bios/resumes, property stats, service line sheets, case studies, awards, imagery, floor plans) to ensure accuracy and version control.
Coordinate logistics for pursuits, including timelines, content collection, and stakeholder reviews.
Perform other duties as assigned.
Core Competencies
Excellent communication, organizational, and time-management skills.
Superior grammatical and writing abilities.
Exceptional working knowledge of Adobe Creative Cloud Suite (InDesign, Illustrator, Photoshop, Premiere Pro)
Intermediate working knowledge of Microsoft Office 365 (particularly Outlook and PowerPoint)
Ability to prioritize, multitask, and meet tight deadlines.
Experience creating marketing pitches, presentations, property marketing collateral, websites/landing pages, digital and print advertisements, social media marketing, etc.
Can convert research-based data into a visually compelling story for presentations, market updates, infographics, graphs, etc.
Preferred Skills/Experience
3+ years Marketing Coordinator experience
Knowledge of commercial real estate industry.
Video editing/creation using Premiere Pro.
Troubleshooting and problem-solving skills.
Ability to work independently and collaboratively.
Mac and PC
HTML/CSS
Salary: $75,000 - $82,500 annually
The expected base salary for this position ranges from $75,000 to $82,500 annually. The actual base salary will be determined on an individualized basis taking into account a wide range of factors including, but not limited to, relevant skills, experience, education, and, where applicable, licenses or certifications held. In addition to base salary and a competitive benefits package, this position may be eligible for additional types of compensation including discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.).
Working Conditions: Normal working conditions with the absence of disagreeable elements
Note: The statements herein are intended to describe the general nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified.
Newmark is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law.
We're seeking someone to join our team as an Associate in WM Operations to manage internal and external client relationships.
In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is an Associate level position level position within Client Service & Relationship Management, which is responsible for managing internal and external client relationships. We do this by engaging in client service activities, optimizing the client experience, and managing vendor/external business partner relationships.
Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.
What you'll do in the role:
Execute processes/functions and/or support process management and project efforts, leveraging knowledge of the systems, markets and instruments that influence the team
Recognize risk in day-to-day processes to draw out the key issues and contribute to process improvements
Build relationships within team and internal stakeholders, sharing knowledge to contribute to team output
Participate in projects and initiatives, aiding in solution formulation with a focus on timely execution
What you'll bring to the role:
Ability to establish clear goals and priorities, and address non-standard issues within area of expertise with minimal guidance and supervision
Subject matter expertise in business area supported, client requirements, and ability to ensure control is not compromised to comply with client requests
Culture carrier across Operations, embracing the Firm's core values
At least 2 years' relevant experience would generally be expected to find the skills required for this role
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Expected base pay rates for the role will be between $48,000 and $78,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$48k-78k yearly Auto-Apply 60d+ ago
Quality Assurance - Remote
Citi Us 4.6
Remote or Virginia job
About us
Creative Information Technology Inc (CITI) is an esteemed IT enterprise renowned for its exceptional customer service and innovation. We serve both government and commercial sectors, offering a range of solutions such as Healthcare IT, Human Services, Identity Credentialing, Cloud Computing, and Big Data Analytics. With clients in the US and abroad, we hold key contract vehicles including GSA IT Schedule 70, NIH CIO-SP3, GSA Alliant, and DHS-Eagle II.
Join us in driving growth and seizing new business opportunities.
Role and Responsibilities
The candidate will be responsible for delivering both hands-on testing outputs and foundational QA artifacts, including but not limited to: Exploratory testing and functional validation of application features and workflows, Creation, execution, and maintenance of test cases, Development and refinement of test plans and master test plans Identification, documentation, and tracking of defects with clear reproduction steps, Recommendations for test coverage, risk areas, and testing priorities, Contribution to QA documentation standards and repeatable testing processes, Automation contributions may occur where appropriate, but are not the primary deliverable.
This role provides experienced, hands-on quality assurance support of application development and enhancement efforts. The candidate is expected to operate independently, apply sound QA judgement, and perform testing activities with minimal oversight.
Responsibilities include exploratory testing, creation and maintenance of QA documentation, and contributing to improved testing practices in environments with typing levels of QA maturity.
Minimum Qualification
Proven experience performing hands-on quality assurance testing in software applications
Strong understanding of QA methodologies, SDLC, and Agile testing practices
Experience creating test cases, executing tests, and performing exploratory testing
Ability to develop or contribute to test plans and testing documentation
Demonstrated ability to identify risk areas and adjust testing depth accordingly
Strong written and verbal communication skills
Ability to provide guidance, direction, and informal coaching to less-experienced testers
Comfortable working in environments without fully established QA processes
Preferred Qualification
Experience with test automation tools or frameworks
Familiarity with accessibility testing principles (WCAG)
Experience working on enterprise or government systems
Exposure to CI/CD pipelines or automated test execution
$81k-116k yearly est. Auto-Apply 10d ago
Dir, P3, Workpl Ops & Supp III : Job Level - Director
Morgan Stanley 4.6
Columbus, OH job
In the Technology division, we leverage innovation to build the connections and capabilities that power our Firm, enabling our clients and colleagues to redefine markets and shape the future of our communities. This is a Workplace Operations & Support III position at the Director level, which is part of the job family responsible for delivering efficient technical support and ensuring smooth operations of the organization's workplace environment for end-users, including hardware, software, and network resources.
Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals.
Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on.
Role Profile
Workforce Services (WS) is a dynamic and fast-paced area within the firm's Enterprise Technology & Services division. We are responsible for delivering high quality technology solutions and support functions to our internal end users. Our goal is to ensure end users across the firm can perform their job efficiently with minimal to no interruption. We are seeking a Team Leader to help the lead and shape the service desk population through adhering to the firm's core values. The ideal candidate will be a visionary and leader for their team, motivating and coaching team members with the goal of providing world class customer service.
What you'll do in the role:
Responsible for the oversight of the Service Desk Professionals servicing the Morgan Stanley population
Provide timely feedback, training, and coaching 70% of the time with a focus on driving incident restoration with a World Class Service experience
Responsible for interviewing and onboarding top talent
Conduct performance management in an effort to drive the metrics set out by the Service Desk including First Contact Resolution and Customer Satisfaction rates
Monitor agent productivity as well as operational excellence and how it impacts the Service Desk Service Level Agreements
Oversee outages, leverage tools when volumes are at peak and escalations occurring, which would include ServiceNow, Service Desk Knowledge, Remote Assistance among others, in an effort to resolve our internal population
What you'll bring to the role:
4+ years previous call-center experience or equivalent required in a technical or customer service field
Previous Service Desk Experience
Experience with Microsoft Office products, Windows 10, and general office computing tools required
Passion for providing feedback & coaching
Excellent written and oral communication skills
Excellent time management skills
Excellent Problem-Solving Skills
Experience with Microsoft Office Products, Windows 10, and general office computing tools
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Expected base pay rates for the role will be between $70,000 and $105,000 per [hour/year] at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$70k-105k yearly Auto-Apply 46d ago
Technician, Maintenance
Cantor Fitzgerald 4.8
Cantor Fitzgerald job in Columbus, OH
Under limited supervision, performs a variety of routine and semiskilled tasks involving general maintenance and/or repair of client facilities, equipment and grounds. Daily hours are 7am to 3:30
Responsibilities
Roles and Responsibilities:
- Keep building exterior and parking garage free from snow and ice
- Respond to tenant requests and building work orders and complete documentation
- Assist with preventative maintenance tasks and keep records
- Follow schedule and respond to after-hours calls as needed
- Assist with vendors and contractors performing site visits
- Maintain elevator lobbies
- Maintain parking garage and loading dock area
- Maintain exterior grounds: perform trash pick-up, blow leaves in fall, run tractor to remove snow from sidewalks and garage, use salt spreader on sidewalks and in garage, operate power washer
- Operate building equipment including a John Deere Gator, tractor, snow blower, power washer and billy goat
- Keep parts and supplies organized and stocked
- Assist with overtime and non-standard hours as needed
- Complete required training
Qualifications
Should have basic understanding of electrical and plumbing - will be required to troubleshoot issues with toilets and change light bulbs and ballasts
- HVAC experience is preferred but is not required.
- Ability to proficiently use hand and power tools
- Must have strong work ethic and be self-motivated
- Ability to work independently as well as with a team
- Ability to prioritize, multi-task and manage time efficiently
- Ability to problem solve and report maintenance needs to the Building Engineer
- Must be capable of receiving instructions and following through
- Must be willing to utilize smart phone provided by company
- Must be able to lift and carry 50 pounds, climb stairs and ladders
Salary: $26/hr. - $29/hr.
The hourly rate is between $26.00 and $29.00per hour, and the anticipated annual base compensation range for this position will be $54,080- $60,320 inclusive of required overtime
Working Conditions: Normal working conditions with the absence of disagreeable elements.
Note: The statements herein are intended to describe the general nature and level of work being performed by employees, and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified.
Newmark is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law.
$54.1k-60.3k yearly Auto-Apply 60d+ ago
Client Relationship Analyst
Morgan Stanley 4.6
Pepper Pike, OH job
Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.
DUTIES and RESPONSIBILITIES:
CLIENT SUPPORT
Provide service coverage for a FA/PWA/team including:
* Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
* Executing money movement transactions at the request of the client and/or FA/PWA
* Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit)
* Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA/PWA
* Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
* Assist Fas/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems
* Assist with data entry for key client needs such as new account opening and financial planning at the direction of the Fas/PWAs/teams
* Supporting the Fas / PWAs / teams' marketing strategy (e.g., website maintenance)
* Assist Fas / PWAs/ teams in delivering against their business plan and client service model
* Remaining current on all policies, procedures and new platforms
* Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management
ADMINISTRATIVE SUPPORT:
* Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with Fas/PWAs/teams as needed)
* Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
* Maintaining travel itineraries, preparing expense reports and managing the reimbursement process
* Assisting with general in-office support functions such as copying, filing and scanning documentation
* Preparing and submitting expense reports for processing at the direction of the FA/PWA
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
* High School Diploma/Equivalency
* College degree preferred
* Industry experience is a plus
* Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Knowledge/Skills
* Detail orientated with superior organizational skills and ability to prioritize
* Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
* Exceptional writing, interpersonal and client service skills
* Strong time management skills
* Team player with the ability to collaborate with others
* Ability to work in a fast-paced, evolving environment
* Adaptable and ability to multi-task
* Goal oriented, self-motivated and results driven
Reports to:
* Business Service Officer
Salary range for the position: $33,280 - $90,000 / Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 10 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
Morgan Stanley
EOE committed to diversifying its workforce.
M/F/D/V
Version: 7/10/2024
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$33.3k-90k yearly Auto-Apply 12d ago
Part-Time Receptionist
Robert W. Baird & Co.Orporated 4.7
Akron, OH job
About the Role:
As the Branch Receptionist, you'll be the first point of contact for clients, vendors, and prospects-delivering exceptional service and creating positive first impressions through warm greetings and efficient support.
This highly visible role requires outstanding communication, customer service, and organizational skills. You'll manage incoming calls, coordinate meetings and vendor visits, and ensure the reception area reflects our commitment to excellence. Your ability to multitask, stay organized, and maintain a professional demeanor will be key to supporting our team and enhancing the client experience.
The Impact You'll Make:
Greets and directs incoming clients, visitors and business associates in a helpful, professional and pleasant manner; providing information, directions or assistance as needed.
Answers phone calls coming into the branch through a switchboard and routes calls to their appropriate destination.
Plan, coordinate and arrange for vendor luncheons, client meetings, etc. Sets up conference calls.
Ensures the proper delivery of all delivered items received at the switchboard/reception desks.
Validates parking tickets for all visitors.
Sort, process and route incoming and outgoing mail.
Performs miscellaneous clerical functions, such as mailings, and assists with projects for departments as needed. May include word processing.
Copy, fax, and file various materials as needed.
Order office supplies and call in repair requests for copier, printers, and fax machines.
Schedules/monitors the use of conference rooms for financial advisors and other internal associates.
Maintains a clean and presentable area in which to greet clients, both internal and external.
Issue outgoing checks for the branch.
Performs daily deposit of checks received into the branch by mail, overnight delivery or delivered directly by the client, ensuring accuracy and safe-handling.
Performs other duties as assigned.
What You'll Bring to Baird:
High school diploma required.
Prior receptionist experience preferred.
1+ years of previous customer service or administrative experience; preferably in the financial services industry.
Excellent oral communication skills; excellent telephone and customer service skills.
Ability to work independently with minimal supervision; ability to be flexible.
Ability to handle clients professionally and manage challenging situations.
Working knowledge of MSOffice; Word, Excel, Outlook.
Good organizational skills with the ability to prioritize, monitor, and complete multiple tasks, either independently or with a team.
#LI-PWM2
Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
$25k-31k yearly est. Auto-Apply 27d ago
Accountant - Remote
Cantor Fitzgerald 4.8
Cantor Fitzgerald job in Memphis, TN or remote
As an Accountant on our Property Management Client Accounting team, this role will be responsible for the full-cycle of accounting for various commercial real estate properties. The ideal candidate will be service oriented with client satisfaction as a top priority. This role will be positioned for career growth and personal development within our accounting team. This position can be full-time remote or positioned in one of our regional accounting hubs in Pittsburgh or Denver.
ESSENTIAL DUTIES:
Prepares all aspects of the financial statement package for a set of commercial properties, including creating and posting journal entries, general ledger review and completion of back up schedules.
Partners with property managers to ensure financials are accurate and delivered timely.
Ensures all expenses, receipts, distributions, funding requests, and other accounting transactions for the period are accurately completed.
Reviews and audits financial information to ensure compliance with established procedures and accounting principles.
Responds to and resolves issues and requests from management teams and clients.
Follows standard policies and procedures to ensure internal and external reporting requirements are consistently met.
Participates in budget and forecasting functions for assigned property portfolio.
Serves as the primary accounting point of contact to the clients and property managers for the assigned portfolio.
SKILLS, EDUCATION AND EXPERIENCE:
Bachelor's degree in accounting, finance, related field, or equivalent experience.
Minimum of 1-3 years of previous accounting experience.
Understanding of Generally Accepted Accounting Principles (GAAP).
Proficient in Microsoft Office Suite applications.
Experience with computerized accounting systems, specifically Yardi and/or MRI, a plus but not required.
Effective interpersonal, verbal, and written communication skills.
Works effectively in a team environment through collaboration and partnership.
Customer service-oriented mindset.
Ability to analyze and problem solve effectively.
Detail oriented with a strong focus on accuracy.
WORKING CONDITIONS: Normal working conditions with the absence of disagreeable elements
NOTE: The statements herein are intended to describe the general nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified.
Newmark is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law.
$53k-71k yearly est. Auto-Apply 27d ago
Service Desk Site Manager
Morgan Stanley 4.6
Columbus, OH job
We are seeking an experienced manager to lead our established Service Desk team. The ideal candidate will be a strategic leader with a vision for motivating the team to deliver world-class service. As the Service Desk Manager, they will collaborate with IT colleagues to identify and implement opportunities for efficiency and excellence, aiming to achieve tasks more effectively and promptly.
In the Technology division, we leverage innovation to build the connections and capabilities that power our Firm, enabling our clients and colleagues to redefine markets and shape the future of our communities. This is a Lead Workplace Operations & Support Manager position at the Vice President level, which is part of the job family responsible for delivering efficient technical support and ensuring smooth operations of the organization's workplace environment for end-users, including hardware, software, and network resources.
Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals.
Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on.
Since 1935, Morgan Stanley is known as a global leader in financial services, continuously evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.
What you'll do in the role:
Oversee the Service Desk site, with responsibility for managing 30 to 60 employees and contractors involved in level 1 and level 2 support, knowledge management, major incident management, reporting, and training
Convey vision, goals and direction for the team
Define overall strategy and direction
Lead decisively and empower the team
Promote innovation and process improvement
Responsible for overseeing recruitment processes and managing employee performance
Anticipate change impact and implement solutions to reduce its effects
Identify opportunities for efficiency improvement and automation
Drive Service Desk KPI's and metrics
Compile and provide reporting to Senior Management
What you'll bring to the role:
Excellent written and oral communication skills required
Experience with Microsoft Office products, Windows 10, and general office computing tools required
6+ years call-center management experience or equivalent required in a technical or customer service field
Previous Service Desk experience expected
College degree or equivalent experience required
Excellent problem-solving skills required
Experience with financial service firms a plus, but not required
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$76k-104k yearly est. Auto-Apply 60d+ ago
Branch Intern
Stifel 4.8
Canfield, OH job
Why Stifel
Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.
Let's talk about how you can find your place here at Stifel, where success meets success.
What You'll Be Doing
The Branch Intern will performing a wide variety of complex and confidential administrative duties for the Financial Advisors (FA), branch support staff, and branch management. This position will also participate in special projects.
What We're Looking For
Administrative duties as needed such as answering phones, filing, scanning, travel and expense reports, data entry, and scheduling appointments.
Collection of information needed for performance reports and coordinating the appropriate paperwork and materials for client meetings.
Perform general clerical duties related to daily branch operation.
Participate in special projects for Financial Advisors and for the branch.
What You'll Bring
Ability to organize large amounts of information and prioritize workload to meet deadlines.
Effectively collaborate and work as a team with a diverse group of individuals.
Education & Experience
Minimum Required: 1-2 years industry related college coursework
Licenses & Credentials
Minimum Required: None
Systems & Technology
Proficient in Microsoft Excel, Word, PowerPoint, Outlook
About Stifel
Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel is an Equal Opportunity Employer.
$35k-44k yearly est. Auto-Apply 58d ago
Epic Prelude Analyst Consultant: - Remote
Citi Us 4.6
Remote or Virginia job
About us
Creative Information Technology Inc (CITI) is an esteemed IT enterprise renowned for its exceptional customer service and innovation. We serve both government and commercial sectors, offering a range of solutions such as Healthcare IT, Human Services, Identity Credentialing, Cloud Computing, and Big Data Analytics. With clients in the US and abroad, we hold key contract vehicles including GSA IT Schedule 70, NIH CIO-SP3, GSA Alliant, and DHS-Eagle II.
Join us in driving growth and seizing new business opportunities.
Role and Responsibilities
Work as an analyst with our Prelude analyst to implement these Waystar products for all components/tasks of the project including system decisions, design, system build in Epic and testing with Epic/Waystar.
Work with the Prelude and Project team to leverage the build and mapping in Epic/Experian for the Waystar implementation and assisting in the development of End User training/training material.
Candidate will also provide guidance for the Prelude team to optimize the maintenance for future insurance data/data mapping.
Minimum Qualification
Expertise and certification in Epic Prelude and RTE are required.
Experience with implementing Waystar's RTE, RTA and Coverage Insurance Verification products is highly preferred along with experience changing to Waystar's products from the comparable Experian products.
$87k-107k yearly est. Auto-Apply 19d ago
Public Finance Investment Banking Analyst - Healthcare
Piper Sandler Companies 4.8
Ohio job
At Piper Sandler, we connect capital with opportunity to build a better future.
We enable growth and success of our clients through deep sector expertise, candid advice and a differentiated, highly productive culture. Our mission is to recruit, develop, and retain high-performing people that are bright, committed, and who work in partnership with others to achieve at a high level.
About our Public Finance Group
We are a national public finance investment banking franchise with a diversified business focused on middle market issuers and specialty sector expertise. Our core business is partnering with not for profits, private developers, and state and local governments to raise capital for infrastructure projects through the issuance of tax exempt and taxable bonds. We finance a broad spectrum of projects across our regional footprint and our specialty sector coverage. We emphasize a "mentorship" culture where junior bankers get direct exposure to senior bankers and clients early on. Our employees are able to transition to more senior roles in the firm, corporate finance, or graduate school (MBA/MPP). Learn more about our public finance team here.
We are currently looking for a Public Finance Investment Banking Analyst to join the public finance Healthcare team in Columbus, Ohio.
About the Role
Our analyst position offers a unique opportunity for ambitious professionals seeking to play a meaningful role in connecting capital with opportunity to finance projects for not-for-profits, governments, and developers who are engaged in building the country's infrastructure. Analysts prepare bond sizing cash flows and debt profiles to analyze and structure debt, presentations, proposals, and a variety of ad hoc collateral material. Analysts should be prepared for direct interaction with senior bankers and clients in a highly competitive, rewarding, team-oriented environment to execute successful financings
.
Qualifications & Skills
Education: B.S. or B.A. required. Preferred majors include Business, Economics, Mathematics, Political Science, Engineering, or Public Administration.
Experience: 0-3 years of related experience (banking, accounting, or government finance) is a plus, but will actively consider upcoming or recent graduates.
Technical Skills: Advanced proficiency in Excel, PowerPoint, and Word is critical. Excellent analytical and financial modeling skills is a "must."
Soft Skills: Strong interest in public finance/public sector work, excellent written/verbal communication, and the ability to manage multiple projects under pressure
Ability to demonstrate high achievement, particularly in a team setting
Operates consistently with the highest degree of integrity and accountability
Quickly builds trust across multiple constituencies
Well organized, attention to detail and able to manage multiple projects under pressure
Strong communication and professional presence with clients required
Successful candidates will be enthusiastic, highly self- motivated, and go the extra mile in terms of effort and hours when needed
Key Responsibilities
Quantitative Modeling: Develop financial models to structure and optimize debt transactions (e.g., calculating debt service, sizing bond issues).
Credit Analysis: Research and analyze client debt loads, local economic conditions, and financial strengths to help determine creditworthiness.
Transaction Execution: Assist in all steps of the bond issuance process, from drafting responses to Requests for Proposals (RFPs) to preparing closing documents.
Marketing & Pitching: Prepare presentation materials for financing proposals, new business development, and bond rating agencies
Documentation: Draft disclosure documents for bond sales and coordinate transaction details with clients and legal teams
Piper Sandler values a strong culture dedicated to the emotional and physical well-being of our employees. Learn more about our commitment to our employee's health, well-being, our benefits program and how we are here for our employees and their families today, tomorrow and beyond here.
The anticipated starting salary range for individuals expressing interest in this position is $80,000 - $100,000 per year. Placement within this range is dependent upon level of experience, location and other factors. This position is eligible for annual incentive compensation which will be part of the total compensation. Total compensation for this position will be competitive with the market.
All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity, national origin, disability, age, marital status, status as a protected veteran or status with regard to public assistance.
*LI-AH1
Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years of history, a presence in 24 countries, and a total of $1.5 trillion in assets under management as of March 31, 2024. MSIM strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide.
Basic Purpose:
Responsible for representation of products distributed and marketed by Eaton Vance Distributors in assigned channel and territory.
Primary Responsibilities:
Develop and maintain sales programs with assigned intermediaries.
Identify client needs and coordinate efforts to service assigned intermediaries.
Conduct sales promotion and product training meetings for assigned intermediaries and existing or prospective mutual fund shareholders and/or clients.
Work in conjunction with an Internal Consultant to fulfill the business plan for the territory.
Submit call and expense reports in a timely manner
Participate in conference calls.
Qualifications:
Bachelor's degree or equivalent.
Minimum 8-10 years financial services experience, with minimum 2 years of internal/outside wholesaling/sales experience.
FINRA Series 7, 79, 63 or 66 required.
Strong communication and presentation skills.
Must be extremely motivated and have demonstrated sales success.
Must be comfortable with technology.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Salary range for the position: $100,000 Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 25 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$100k yearly Auto-Apply 60d+ ago
Mainframe CICS Systems Engineer- Vice President
Morgan Stanley 4.6
Remote or Alpharetta, GA job
As a global financial services firm, Morgan Stanley is committed to technological innovation. We rely on our technologists around the world to create leading-edge, secure platforms for all our businesses.
Enterprise Technology & Services (ETS) delivers shared technology services for Morgan Stanley supporting all business applications and end users. ETS provides capabilities for all stages of Morgan Stanley's software development lifecycle, enabling productive coding, functional and integration testing, application releases, and ongoing monitoring and support for over 3,000 production applications. ETS also delivers all workplace technologies (desktop, mobile, voice, video, productivity, intranet/internet) in integrated configurations that boost the personal productivity of employees. Application and end user functions are delivered on a scalable, secure, and reliable infrastructure composed of seamlessly integrated datacenter, network, compute, cloud, storage, and database functions.
Our Team
The Enterprise Z organization (EZ) is a technology enabler for the business by providing a strong, resilient, and stable platform to host and enable business innovation/growth in our lines of business and global locations. EZ consists of experienced administration, operations and engineering staff required to support the platform. In addition to flexible hours, the Firm enables its staff to work remotely. The EZ engineers work with the latest hardware and software technologies. The IBM z platform and the mainframe disk and tape technologies are frequently refreshed across our datacenters.
Mainframe CICS Engineer
The Mainframe CICS Systems Programmer/Engineer is responsible for all phases of CICS engineering, system and software maintenance, and CICS related operational functions. The candidate must be comfortable working with CICS in a 24x7 large scale Sysplex and CICSPlex environment and must be able to interface with application developers and operations teams. The CICS engineer should have strong analytical, organizational and communication skills, as well as in-depth knowledge in CICS performance & tuning, debugging and dump analysis. On-call support and maintenance outside of normal working hours are needed to support the CICS environment and to resolve issues.
Skills Required:
Knowledge of SMP/E, software upgrades and maintenance
Knowledge of all CICS parameters that control performance in a CICSPlex environment.
Knowledge of CICS SMF record structure and the CICS Performance Analyzer tool to gather statistics necessary to tune CICS regions
Experience with CICSPlex SM implementation & customization, dynamic transaction routing, etc.
Knowledge of the CICS resource definitions, including those that pertain to CICS region performance
Experienced with the CICS monitoring tools such as Sysview for CICS.
Ability to perform problem determination, dump analysis and performance tuning
Knowledge of Cobol to support application developers
Experience with Mainframe Websphere MQ
Excellent oral/written communication skills
Skills desired:
Assembler, COBOL and REXX coding and knowledge of CICS Exits
Web application support in a CICS TS V6.x environment
Understanding of zOS facilities such as: APF, Linklist, VSAM, LPA, RLS, Coupling Facility
Utilization of CICS Configuration Manager
Working knowledge of zOS & CICS Explorer
Understanding of CICS REST Services
Prior Application programming experience a plus.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Expected base pay rates for the role will be between $150,000 and $210,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$150k-210k yearly Auto-Apply 45d ago
SRU Accounts Team Specialist
Morgan Stanley 4.6
Columbus, OH job
We are seeking dedicated and detail-oriented Accounts Team Specialists to join our team. This role involves working closely with all levels of field management to ensure smooth and compliant processing of New Accounts and Account Modifications. The Accounts Team Specialists will report directly to the Regional Accounts Team Manager.
Key Responsibilities:
Review and approve New Accounts and Account Modification requests.
Provide exceptional customer service to internal partners.
Research and resolve issues and deficiencies efficiently.
Ensure timely follow-up and resolution of inquiries.
Manage a high volume of requests in a fast-paced environment.
Apply firm policies and procedures on account opening and maintenance, including KYC and CIP standards.
Stay updated on SEC/FINRA, Compliance, and firm guidelines to ensure risk mitigation.
Participate in projects and remediation efforts as needed.
Qualifications:
FINRA Series 9/10 or Series 4 and 24 required.
Excellent interpersonal and client service skills.
Strong written and verbal communication skills.
Ability to thrive in a dynamic and fast-paced environment.
Why Join Us?
Opportunity to work with a leading firm
Supportive and inclusive work culture.
Opportunities for professional development and growth.
Competitive salary and benefits package.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$41k-57k yearly est. Auto-Apply 46d ago
Appraiser, Senior
Cantor Fitzgerald 4.8
Cantor Fitzgerald job in Columbus, OH
Appraises real estate properties independently for the purposes of dispute resolution, mortgage underwriting, acquisition/disposition, portfolio analysis, estate purposes and other intended uses.
Responsibilities
Prepare complete appraisal reports independently on complex properties. Oversight of work includes collaboration with senior level staff as well as review of reports.
Conduct complete appraisals, examining and evaluating commercial properties to establish market value.
Make independent decisions and provide judgement in the development of the appraisal for complex properties.
Inspect properties.
Complete formal review responses with guidance if requested from senior staff members.
Engage directly in client meetings.
Complete formal rebuttal letters.
Maintain knowledge of current government regulations, zoning laws and appraisal standards.
Understand all necessary software programs used in the business.
Maintain familiarity with necessary data sources.
May perform other duties as assigned.
Qualifications
SKILLS, EDUCATION AND EXPERIENCE:
Bachelor's Degree, preferably in real estate or other related subjects such as economics and finance. Preference is given to MS or MBA in real estate.
Must have state appropriate Certified General Appraiser License.
Minimum of 3 - 6 years professional experience as a Commercial Real Estate Appraiser.
Must have experience and be skilled in writing appraisal and appraisal reviews of complex commercial properties.
Solid understanding of real property valuation concepts, commercial real estate terminology, and property tax jurisdictional processes and procedures.
Knowledge of Argus required.
Strong analytical and writing skills.
Strong communication skills, with both clients and market participants related to research.
Strong organizational and multi-tasking skills.
Salary: $45,000 - $50,000 annually
The expected base salary for this position ranges from $45,000 to $50,000 annually. The actual base salary will be determined on an individualized basis taking into account a wide range of factors including, but not limited to, relevant skills, experience, education, and, where applicable, licenses or certifications held. In addition to base salary and a competitive benefits package, this position may be eligible for additional types of compensation including discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.).
WORKING CONDITIONS: Normal working conditions with the absence of disagreeable elements
NOTE: The statements herein are intended to describe the general nature and level of work being performed by employees, and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified.
Newmark is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law.
$45k-50k yearly Auto-Apply 60d+ ago
Trust & Estate Settlement Officer III
Robert W. Baird & Co. Incorporated 4.7
Cincinnati, OH job
About the Role: At Baird Trust, our Estate Settlement Professionals play a vital role in guiding families through one of life's most challenging transitions. We manage every aspect of settling a decedent's personal and financial affairs-from collecting and safeguarding assets to paying estate expenses, filing tax returns, and distributing assets in accordance with the estate plan. Our team also serves as a central point of coordination among beneficiaries and the decedent's financial, legal, and tax advisors. Throughout the process, we prioritize clear, transparent communication to ensure clients and beneficiaries feel informed and supported every step of the way.
The Impact You'll Make:
* Manages a book of client accounts including investment agent accounts, irrevocable trusts, IRAs, estate, administrative trust, and other account types, providing high quality estate and trust administration and service for high-net-worth clients.
* Leads client meetings and travels within a multi-state region.
* Knowledge of: tax filing for estates/trusts, recipient records, gifting of cash/securities, meeting material preparation, distribution processing (wires, checks, ACH), bill payment, records management, and assisting with online access.
* Intermediate knowledge of: asset transfers, account opening/closing, special assets, discretionary distributions, annual reviews.
* Participates in projects and/or provides oversight of new initiatives, systems, products/services and processes.
* Prompt attention to open items and tasks to be performed.
* Gather and utilize appropriate information and take urgent action in correcting problems and concerns.
* Schedules appointments, maintains calendar, and schedules and coordinates meetings, events and/or travel arrangements.
* Establishes, updates, and maintains files, and implements and maintains data management systems, as required.
* Secure and manage real and personal property assets of estates and/or trusts.
* Collaborate with attorneys, accountants, appraisers, realtors and other professionals.
* Assist in the preparation and review of federal and state estate and inheritance tax returns, gift tax returns, personal income tax returns, and fiduciary income tax returns.
What You'll Bring to Baird:
* Extensive expertise in trust administration and estate settlement, with practical experience working with trust documents, Wills, Codicils, and advanced trust accounting systems such as TrustDesk (preferred).
* Proficient in efficient file management and highly skilled in the Microsoft Office Suite.
* Demonstrated ability to consistently deliver outstanding client service and effectively utilize office technology and software for communication, organization, and collaboration.
* Strong customer care focus, with strengths in building positive relationships, creative problem-solving, and excelling in both planning and administrative tasks.
* Clear and articulate communicator-both written and verbal-capable of preparing impactful reports and correspondence for colleagues, clients, service providers, and families.
* Sharp analytical and research skills enable swift and accurate resolution of questions.
* Exceptional organizational abilities and time management skills support effective prioritization and consistent deadline achievement.
* Collaborative team player who drives shared goals and fosters a supportive work environment.
* Ensures all activities comply with legal, regulatory, and company standards, while handling data and numbers with precision.
Educational/Previous Experience:
* High School diploma required.
* Paralegal or Post-secondary degree preferred.
* 5-7 years minimum experience in estate and/or trust administration.
Licenses/Certifications:
CTFA or JD a plus
#LI-TA1
Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
$97k-147k yearly est. 18h ago
Business Service Officer
Morgan Stanley 4.6
Columbus, OH job
add jd
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$85k-114k yearly est. Auto-Apply 6d ago
Appraiser, Senior
Cantor Fitzgerald 4.8
Cantor Fitzgerald job in Cleveland, OH
Appraises real estate properties independently for the purposes of dispute resolution, mortgage underwriting, acquisition/disposition, portfolio analysis, estate purposes and other intended uses.
Responsibilities
Prepare complete appraisal reports independently on complex properties. Oversight of work includes collaboration with senior level staff as well as review of reports.
Conduct complete appraisals, examining and evaluating commercial properties to establish market value.
Make independent decisions and provide judgement in the development of the appraisal for complex properties.
Inspect properties.
Complete formal review responses with guidance if requested from senior staff members.
Engage directly in client meetings.
Complete formal rebuttal letters.
Maintain knowledge of current government regulations, zoning laws and appraisal standards.
Understand all necessary software programs used in the business.
Maintain familiarity with necessary data sources.
May perform other duties as assigned.
Qualifications
SKILLS, EDUCATION AND EXPERIENCE:
Bachelor's Degree, preferably in real estate or other related subjects such as economics and finance. Preference is given to MS or MBA in real estate.
Must have state appropriate Certified General Appraiser License.
Minimum of 3 - 6 years professional experience as a Commercial Real Estate Appraiser.
Must have experience and be skilled in writing appraisal and appraisal reviews of complex commercial properties.
Solid understanding of real property valuation concepts, commercial real estate terminology, and property tax jurisdictional processes and procedures.
Knowledge of Argus required.
Strong analytical and writing skills.
Strong communication skills, with both clients and market participants related to research.
Strong organizational and multi-tasking skills.
Salary: $45,000 - $50,000 annually
The expected base salary for this position ranges from $45,000 to $50,000 annually. The actual base salary will be determined on an individualized basis taking into account a wide range of factors including, but not limited to, relevant skills, experience, education, and, where applicable, licenses or certifications held. In addition to base salary and a competitive benefits package, this position may be eligible for additional types of compensation including discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.).
WORKING CONDITIONS: Normal working conditions with the absence of disagreeable elements
NOTE: The statements herein are intended to describe the general nature and level of work being performed by employees, and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified.
Newmark is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law.
Zippia gives an in-depth look into the details of Cantor Fitzgerald, including salaries, political affiliations, employee data, and more, in order to inform job seekers about Cantor Fitzgerald. The employee data is based on information from people who have self-reported their past or current employments at Cantor Fitzgerald. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by Cantor Fitzgerald. The data presented on this page does not represent the view of Cantor Fitzgerald and its employees or that of Zippia.
Cantor Fitzgerald may also be known as or be related to Cantor Fitzgerald, Cantor Fitzgerald & Co Inc, Cantor Fitzgerald LP, Cantor Fitzgerald, L.P and Cantor Fitzgerald, L.P.