Associate jobs at Capital City Bank

Universal Associate - Capital City Bank - More than your bank. Your banker. Hours: Monday - Friday 40 Hours 8:00 a.m. - 5 p.m. The Universal Associate (UA) position provides prompt, efficient and friendly service to clients. This role assists clients with their banking needs, which may include introducing clients to technology. Provides information about Bank products and services as well as identifies opportunities through conversations to satisfy clients' and prospective clients' financial needs and goals. Follows established policies and procedures. A Universal Associate will be responsive to both Personal Banker and Teller needs of clients. All associates at Capital City Bank have access to confidential client information and must practice discretion at all times. Principal Duties and Responsibilities Are Reflective of a Universal Associate and Not Necessarily in Order of Frequency or Importance * Must be energetic, engaging and able to handle various client interactions with innovative banking technologies. * Opens, closes, services and supports all accounts, products and services. * Uses various programs to ensure work is completed accurately and in compliance with regulations, such as: Bank Secrecy Act, Reg CC, Privacy, Currency Transaction Reporting. * Responds to client questions or concerns in a quick, courteous and friendly manner. * Cross-sells Bank products and services, marketing campaigns and initiatives, to new and existing clients to meet their needs as well as attain individual, division and Bank goals. * Enters data, updates and maintains client information and status of referrals and leads, in Synapsis. * Follows procedures for open/close office and robbery response. * Educate clients regarding ID fraud, phishing scams. * Process consumer and commercial transactions, i.e.: account deposits/withdrawals, check cashing, loan payments, Official Checks, wires, and safe deposit box payments, when applicable. * Keeps cash secure and maintains a high level of safety and security. Maintains cash levels; balances cash drawer daily; scans Teller work. * Follows procedures including researching, and locating outages, thereby limiting violations of Teller and Personal Banker Performance Balancing Standards. * Attends meetings and training sessions, as required. Employer determines the essential functions of the job. All associates must understand and adhere to the non-negotiable Banker Standards and commit to practicing SGNNT at all times. Associates will consistently follow policies and procedures as established by Capital City Bank, with department managers setting the standard. Associated Duties Provides additional support to manager and department colleagues. Completes all assigned/required Bank training within established timelines. Knowledge, Skills and Abilities (KSA) Required The following KSAs are usually acquired through 1-2 year's work experience and/or a combination of work and education. Experience in client service, sales, cash handling is required. * Experience in client service, sales, cash handling * Requires concentration to avoid mistakes in counting cash. * Proficiency in data entry/typing. * Ability to perform basic mathematical computations using various business machines and/or computers. * Ability to stand and/or sit for long periods of time. * Ability to apply initiative and work with minimal supervision. * Ability to exercise sound and reasonable judgement. * Sales, retail and/or referral experience is preferable, particularly in cross-marketing products and service. * Must have attained the age of 18 for coverage under insurance bond. * Use of and/or understand of Capital City Bank products and services is a plus. Education Minimum high school diploma or equivalent required. Relevant client service and referral experience may substitute for the education requirement. Working Conditions * Works at desk in lobby and behind Teller line. * Regular face-to-face contact with clients. * Repetitive motions. * Close visual acuity. * Some lifting of heavy coins. * Position requires sitting, standing, stooping, kneeling, and squatting. * Receiving currency from all sources may cause environment to be temporarily sullied. * Lobby environment requires professional demeanor, conduct and appearance. * In the rare instance of a major or extensive natural disaster, epidemic or pandemic occurrence, or other disruption within our footprint, it may be necessary for associates to relocate or telecommute before, during or after, to ensure business continuity. Capital City Bank associates are our greatest asset. We offer the following benefits * Medical, Dental and Vision * Life Insurance * 401(k) with Matching * Flexible Spending Accounts * Tuition Assistance * Stock Purchase * Discounts on Products and Services EOE/Protected Veterans/Disabled/Drug Free The above declarations are not intended to be an "all-inclusive" list of the duties and responsibilities of the job described nor are they intended to be such a listing of the skills and abilities required to do the job. Rather, they are intended only to describe the general nature of the job. THIS DOES NOT CONSTITUTE AN EMPLOYMENT AGREEMENT. This does not restrict Capital City Bank, Capital City Wealth, and Capital City Home Loans from the ability to assign, reassign or eliminate duties and responsibilities of this job at any time. This job description describes the current assignment of essential functions. These functions may change at any time as the needs of the Bank or department change or for other reasons deemed appropriate.

A privately held real estate investment syndicate based in Brickell is seeking a Acquisitions Analyst to join its growing team. The firm focuses on value-add and opportunistic commercial real estate investments across the U.S., with a diverse portfolio spanning industrial, multifamily, office, and retail assets. The Senior Analyst will play a hands-on role in deal sourcing, underwriting, due diligence, and transaction execution-working directly with senior leadership and investors throughout the full acquisitions process. Key Responsibilities: Source and evaluate investment opportunities through broker relationships, direct outreach, and market tracking. Underwrite and model acquisitions and developments using Excel and Argus. Conduct market research, lease analysis, and asset-level due diligence. Prepare investment committee materials and coordinate deal execution. Interface with brokers, lenders, and JV partners to support transactions. Ideal Profile: 3-6 years of experience in real estate acquisitions, private equity, or investment banking. Strong financial modeling and analytical capabilities. Proven understanding of commercial real estate valuation and capital markets. Entrepreneurial mindset, strong communication skills, and ability to thrive in a small, fast-paced investment environment.

Newmark Group, Inc. (Nasdaq: NMRK), together with its subsidiaries (“Newmark”), is a world leader in commercial real estate, seamlessly powering every phase of the property life cycle. Newmark's comprehensive suite of services and products is uniquely tailored to each client, from owners to occupiers, investors to founders, and startups to blue-chip companies. Combining the platform's global reach with market intelligence in both established and emerging property markets, Newmark provides superior service to clients across the industry spectrum. For the year ended December 31, 2023, Newmark generated revenues of approximately $2.5 billion. As of March 31, 2024, Newmark's company-owned offices, together with its business partners, operated from approximately 170 offices with 7,600 professionals around the world. To learn more, visit nmrk.com or follow @newmark. Job Description: The Associate - Transactions provides ongoing management of real estate transaction activities in a defined market. The Associate - Transactions responsibilities will include, but not be limited to, oversight of the entire transaction process from client project approval through delivery and close out process, coordination with internal client teams, and management of field brokerage professionals. The Associate - Transactions will also serve as the in-house point-of-contact for clients, brokers, and others to collect or to provide information on all account transactions. Essential Job Duties: Working closely with brokers, participate in and strategize for formal presentations (RFP's) for various Private and Institutional (REIT, Pension Fund, etc.) clients Working closely with brokers, manage entire marketing, negotiation, due diligence and closing process of multiple listings with major national and regional clients Identify and approach prospective sellers/investors/purchasers of multifamily assets in target market Identify multi-family assets (150 units and above, Development sites, etc.) for potential disposition using various forms of research Conduct formal property tours with regional and national clients on a regular basis Organize transaction documents, assemble and track due diligence items on properties during the disposition process Provide assistance and leadership support to investment analysts and marketing personnel Respond to prospective purchasers' information requests (i.e., send updated financials, sales master, pipeline, detailed underwriting questions) Conduct in-depth market research, cutting edge analysis and underwriting for a full range of multifamily assets types including existing apartment properties (over 150 units), land development, fractured condominiums, for some of the largest owners of multifamily properties in the U.S. Demonstrate understanding of operations, rent roll and operating statement analysis, DCF modeling and a range of finance (debt/equity) options Assist in the research, drafting and proof reading of marketing proposals, investment offerings and presentations for national and regional clients Assist in research, analysis, drafting and proof reading of various research assignments, market "white" papers, etc. Must demonstrate a broad and specific knowledge of macro and micro elements affecting multifamily industry locally and nationally Update various informational spreadsheets and database files including sales and development pipeline data Oversee analyst and marketing personnel's research, underwriting and analysis May perform other duties as assigned Skills, Education and Experience: Master's degree in real estate or MBA in Finance required Minimum of 1 year related work experience Real Estate License required for commission eligibility (if not licensed must obtain within 6 months of hire) Excellent oral and written communications skills Strong knowledge of Microsoft Office including proficiency in Excel, PowerPoint, Outlook etc High degree of professional customer service to both internal and external parties 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. Master's degree in real estate or MBA in Finance required Minimum of 1 year related work experience Real Estate License required for commission eligibility (if not licensed must obtain within 6 months of hire) Excellent oral and written communications skills Strong knowledge of Microsoft Office including proficiency in Excel, PowerPoint, Outlook etc High degree of professional customer service to both internal and external parties Working closely with brokers, participate in and strategize for formal presentations (RFP's) for various Private and Institutional (REIT, Pension Fund, etc.) clients Working closely with brokers, manage entire marketing, negotiation, due diligence and closing process of multiple listings with major national and regional clients Identify and approach prospective sellers/investors/purchasers of multifamily assets in target market Identify multi-family assets (150 units and above, Development sites, etc.) for potential disposition using various forms of research Conduct formal property tours with regional and national clients on a regular basis Organize transaction documents, assemble and track due diligence items on properties during the disposition process Provide assistance and leadership support to investment analysts and marketing personnel Respond to prospective purchasers' information requests (i.e., send updated financials, sales master, pipeline, detailed underwriting questions) Conduct in-depth market research, cutting edge analysis and underwriting for a full range of multifamily assets types including existing apartment properties (over 150 units), land development, fractured condominiums, for some of the largest owners of multifamily properties in the U.S. Demonstrate understanding of operations, rent roll and operating statement analysis, DCF modeling and a range of finance (debt/equity) options Assist in the research, drafting and proof reading of marketing proposals, investment offerings and presentations for national and regional clients Assist in research, analysis, drafting and proof reading of various research assignments, market "white" papers, etc. Must demonstrate a broad and specific knowledge of macro and micro elements affecting multifamily industry locally and nationally Update various informational spreadsheets and database files including sales and development pipeline data Oversee analyst and marketing personnel's research, underwriting and analysis May perform other duties as assigned

Are you ready to make an impact at DTCC? Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We're committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve. Pay and Benefits: Competitive compensation, including base pay and annual incentive Comprehensive health and life insurance and well-being benefits, based on location Pension / Retirement benefits Paid Time Off and Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. DTCC offers a flexible/hybrid model of 3 days onsite and 2 days remote (onsite Tuesdays, Wednesdays and a third day unique to each team or employee). The impact you will have in this role: Being a member of the Embedded Risk Team, the Associate will enable effective and efficient strategy execution and comprehensive management of risk, resilience, and governance priorities for our clients. The group's operating model and evolving framework led from the first line supports Clearing & Securities Services through collaboration and shared accountability across the three lines of defense. In addition, the Embedded Risk Associate will work with the three lines of defense in reviewing and monitoring the risks associated with Clearing & Securities Services. This includes all aspects of risk, including but not limited to, credit, market, liquidity, operational, legal and compliance, technology, systemic, and other risks. Your Primary Responsibilities: Responsible for the production and maintenance of the Operational Risk Profiles on a quarterly basis, in addition to the supplemental monthly summaries for each of the respective Legal Entities. Monitor and manage key risks in existing business areas and new products to ensure that the highest quality and most relevant risk data is captured, aggregated, analyzed, and reported as part of the overall Risk Profile process Execution of the risk management framework, including the identification, assessment, monitoring, and reporting of risks associated with applicable business area in alignment with the enterprise strategic priorities and performance management framework, and the Corporate Risk Framework Policy Align risk and control processes into day-to-day responsibilities to mitigate, monitor, and bring up risks appropriately, including the timely resolution of incidents (e.g., coordination with all relevant partners, including Product Management & Global Business Operations, Major Incident Management [“MIM”]) Identify and monitor metrics and reporting to measure the risks within the Business Unit on an ongoing basis and share relevant, useful, and timely information with all relevant partners Work across the lines of defense as needed in the identification, remediation, and sustainability of issues and action plans developed as a result of operational risk incidents Support the Operational Risk function in the management and reporting of risk tolerances, risk acceptance, and the ongoing monitoring of third-party risks Work with the Systemic Risk Office to periodically update all pertinent Links Reviews and assist in initiating documentation for any new links that may be established for the organization Collaborate with the New Initiatives Office (NIO) and Product managers in the development of new offerings to gain reasonable assurance that the necessary controls are in order and that all pertinent scenarios that may impact the initiative have been thoroughly reviewed Partner with organizational groups within the Agile parameters to help develop functionality and processing for the firms current and developing service offerings. Ensure that the necessary controls and guidelines are in place to perpetuate maximum efficiency and safety Develop, communicate, and monitor adherence to department policies, procedures and standard methodologies that most effectively anticipate, manage, and reduce risk to DTCC and its participants; foster an environment of regulatory awareness and compliance Support broader program execution as needed to strengthen risk and control focus, proactive risk identification, continuous improvement, and transparency, and promote responsiveness and resiliency **NOTE: The Primary Responsibilities of this role are not limited to the details above. ** Qualifications: Minimum 4 years of related experience Bachelor's degree (preferred) or equivalent experience Talents Needed for Success: Inspire different approaches or ways of working Inspire teams to constructively challenge established views Present information clearly in writing and orally in larger group settings Convince others on key topics by presenting persuasive arguments and alternative approaches Set an example for others by personally embracing change Build ownership for change by empowering others to lead change initiatives We offer top class training and development for you to be an asset in our organization! The salary range is indicative for roles at the same level within DTCC across all US locations. Actual salary is determined based on the role, location, individual experience, skills, and other considerations. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

Are you ready to make an impact at DTCC? Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We are committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve. Pay and Benefits: Competitive compensation, including base pay and annual incentive Comprehensive health and life insurance and well-being benefits, based on location Pension / Retirement benefits Paid Time Off and Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. DTCC offers a flexible/hybrid model of 3 days onsite and 2 days remote (onsite Tuesdays, Wednesdays and a third day unique to each team or employee). The Impact you will have in this role: The Enterprise Business Operations (EBO) organization is responsible for all operations and asset services supporting the following DTCC businesses: The Depository Trust Company (DTC), National Securities Clearing Corporation (NSCC), Fixed Income Clearing Corporation (FICC) - Government Securities Division (GSD) & Mortgage-Backed Securities Division (MBSD), Wealth Management Services (WMS), and Insurance & Retirement Services (I&RS). EBO's mission is to provide the Securities Industry with superior operations processing and client services support in an environment that minimizes risk and cost while improving efficiency. Equity Clearance and Settlement Operations provides operational support for DTC and NSCC focusing on depository services, trade capture, comparison and netting of virtually all broker-to-broker equity, listed corporate and muni bond and UIT trading in the U.S, culminating into a consolidated end-of-day process that completes the transfer between trading parties of securities ownership and cash daily. A key area of responsibility for the Equity Clearance and Settlement is the support and preparedness of business resiliency and continuity efforts, cyber security events, and default/liquidity management. FICC Operations provides operational support for the Government Security and Mortgage Backed Securities divisions of FICC focusing on trade capture, comparison, netting and settlement services to the mortgage-backed and government securities market thus providing operational efficiency to this high dollar value market place. A key area of responsibility for the FICC Operations, is the support and preparedness of business resiliency and continuity efforts, cyber security events, and default/liquidity management. Your Primary Responsibilities: Completes operational processes by following documented procedures and job aides, able to make suggestions on improving process and efficiency. Processes specialized workflows, resolves exceptions, assists with complex inquiries. Takes ownership of workload, ensures deliverables are met while adhering to critical timeframes; ability to manage competing priorities. Assists in benchmark tracking, audit follow-up, compliance and risk management activities. Strong knowledge of department controls. Aligns risk and control processes into day-to-day responsibilities to monitor and mitigate risk, advances appropriately. Maintains a steadfast focus on meeting the needs/requests of our internal and external clients, including responding to inquiries timely and accurately, resolving issues promptly. Demonstrates effective communication skills, active engagement in meetings and display curiosity to learn and grow, accepts feedback given and applies to role. Presents information clearly while speaking in small to mid-sized groups. Facilitates training sessions for junior team members as advised by management. Oversees the development of training plans to meet staff development targets. Participates and owns small projects and initiatives. Aligns risk and control processes into day to day responsibilities to supervise and mitigate risk; advances appropriately Provide operational support for DTCC's Digital Asset initiatives, including readiness for tokenized asset processing and reconciliation procedures. Qualifications: Minimum of 4 years of related experience Bachelor's degree preferred or equivalent experience Talents Needed for Success: Fosters a culture where honesty and transparency are expected. Stays current on changes in their own specialist area and seeks out learning opportunities to ensure knowledge is up-to-date. Collaborates well within and across teams. Communicates openly with team members and others. Resolves disagreements between colleagues effectively, minimizing the impact on the wider team. The salary range is indicative for roles at the same level within DTCC across all US locations. Actual salary is determined based on the role, location, individual experience, skills, and other considerations. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service. Registered Associate II Under general supervision, the Registered Associate II is responsible for managing client relationships of one or more Financial Advisors. The associate acts as a liaison between clients, Financial Advisors and internal partners to respond to client needs and/or requests. Utilizes an understanding of the investment industry and relevant financial markets to provide exceptional customer service and support development of investment strategies based on individual client objectives and market trends. Uses specific knowledge of a discipline to achieve goals through own work. Has specific knowledge or expertise typically gained through formal education or equivalent experience. Uses expertise to provide guidance to others as a project manager or consultant. Requires working knowledge and experience in own job discipline. Continues to build knowledge of the company, processes and clients. Performs a range of assignments related to job discipline. Uses prescribed guidelines or policies in analyzing situations. Receives a moderate level of guidance and direction. The key responsibilities of the role: Responsible for day to day client servicing. Including account opening, account servicing and maintenance as well as trade execution. Onboards new client relationships through correspondence, reports, new account paperwork, and advisory agreements. Supports Financial Advisor(s) in the process of evaluating investment objectives to provide guidance to clients as appropriate given risk tolerance, income needs, and current market environment. Builds relationships with Financial Advisors, internal and external business partners, and clients by delivering exceptional proactive service. Works with internal partners (Sales, Operations, Management, or other relationship managers) to respond to client needs/requests. As subject area expert to other associates and advisors, providing comprehensive, in-depth consulting and leadership to team and partners at a high technical level. Maintain relevant client information in Client Relationship Management system. Organizes and maintains client records in accordance with firm, industry, and regulatory compliance. Carries out activities that are large in scope, cross-functional and technically challenging. Role is balanced between high level operational execution and development, and execution of strategic direction of business function activities. Responsible for direct interaction with different committees and/or management. Strategic in developing, implementing and administering programs within functional areas. Solves problems in straightforward situations. Analyzes possible solutions using technical experience and judgment and precedents. Impacts quality of own work and the work of others on the team. Works within guidelines and policies. Qualifications A College or University degree is preferred. FINRA Securities Industry Essentials Exam (SIE), Series 7 or 7TO and 63/65 or 66 are required. Two or more years working in a client facing service role in the brokerage, investment advisory or financial services environment is preferred. Acts as a resource for colleagues with less experience. Provides informal guidance and training to new team members. Excellent analytical, verbal, and written communication skills are required. Thorough knowledge of investment products through prior work experience is required (stocks, bonds, mutual funds, options). Organizational skills and the ability to prioritize are essential. Technical skills / systems knowledge (e.g. Microsoft Office, Wealthscape, Morningstar Analytics, Thomson ONE are recommended. Requires expanded conceptual knowledge in own job discipline. Understands key business drivers; uses this understanding to accomplish own work. Explains complex information to others in straightforward situations. In office This is an office-based position and for the effective performance of this role, the duties and responsibilities must be carried out onsite. 1100 E Las Olas, Ft. Lauderdale, FL 33301 #LI-LG1 Salary Range: $64,125 - 105,925 USD Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component. Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at *****************. We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater.

JobID: 210653348 JobSchedule: Full time JobShift: Day : Join a team shaping the future of digital payments and drive your professional growth. Become a pivotal leader at the forefront of revolutionizing payment operations, where your expertise will help drive efficiency across our financial systems. As a Payment Lifecycle Associate II within Payments Operations, you will play a pivotal role in enhancing our payment operations framework by streamlining processes, implementing new technologies, and developing operational functions. You will manage payment processing across various products, ensuring smooth fund transfers and reconciling purchase and sales options, futures, or securities, while leveraging your proficiency in automation, cybersecurity, and anti-fraud awareness to ensure security and efficiency. Your ability to manage stakeholders, influence decisions, and handle conflicts will drive mutually beneficial outcomes, and your strategic planning skills will guide our direction and resource allocation decisions. Additionally, your proficiency in AI/ML will be utilized to solve complex problems and enhance processes, applying your knowledge in market product and process improvement to optimize our operations. Responsibilities: * People Management * Daily, weekly, monthly and ad-hoc reporting * Document and package status updates and proposals to senior management * Perform data analytics, data mining, predictive analytics, and problem solving * Develop and apply algorithms and models with ability to clearly explain them to Management, Operations and Technology teams * Work closely with Technology and Operations to develop requirements and implement new capabilities * Proactively engage to mitigate risk through continuous process improvement, root cause analysis, and collaboration with Operations teams * Develop presentations for senior executives * Coach, train, mentor, and develop junior talent to equip the team for future success. Required qualifications, capabilities, and skills * Proven ability to multitask with a sense of urgency * Able to adapt quickly * To new functional areas and/or concepts and changing and or competing priorities * Proven strong analytical and communication skills * Advanced Microsoft Excel skills (pivot tables, macros, look-up functions, etc.) and strong proficiency with other Microsoft Applications (PowerPoint, Access, Visio, Word) * Articulate, confident and capable to communicate and influence Senior Executives and High Attention to Detail * Problem solving, good critical thinking, and decision-making skills. Leverage creative analytical problem-solving skills while using large data sets from a broad range of sources * Self-reliant and proactive in problem-solving, with the ability to independently conduct root cause analysis and execute analytics projects, creatively finding solutions. Preferred qualifications, capabilities, and skills * Knowledge of ISO or Swift message processing or management * Experience with Alteryx, Sharepoint, and Tableau Shift : Willing to cover a shift with start time of 10:45am/ET and end time of 7:45pm/ET

Join a team shaping the future of digital payments and drive your professional growth. Become a pivotal leader at the forefront of revolutionizing payment operations, where your expertise will help drive efficiency across our financial systems. As a Payment Lifecycle Associate II within Payments Operations, you will play a pivotal role in enhancing our payment operations framework by streamlining processes, implementing new technologies, and developing operational functions. You will manage payment processing across various products, ensuring smooth fund transfers and reconciling purchase and sales options, futures, or securities, while leveraging your proficiency in automation, cybersecurity, and anti-fraud awareness to ensure security and efficiency. Your ability to manage stakeholders, influence decisions, and handle conflicts will drive mutually beneficial outcomes, and your strategic planning skills will guide our direction and resource allocation decisions. Additionally, your proficiency in AI/ML will be utilized to solve complex problems and enhance processes, applying your knowledge in market product and process improvement to optimize our operations. Responsibilities: People Management Daily, weekly, monthly and ad-hoc reporting Document and package status updates and proposals to senior management Perform data analytics, data mining, predictive analytics, and problem solving Develop and apply algorithms and models with ability to clearly explain them to Management, Operations and Technology teams Work closely with Technology and Operations to develop requirements and implement new capabilities Proactively engage to mitigate risk through continuous process improvement, root cause analysis, and collaboration with Operations teams Develop presentations for senior executives Coach, train, mentor, and develop junior talent to equip the team for future success. Required qualifications, capabilities, and skills Proven ability to multitask with a sense of urgency Able to adapt quickly To new functional areas and/or concepts and changing and or competing priorities Proven strong analytical and communication skills Advanced Microsoft Excel skills (pivot tables, macros, look-up functions, etc.) and strong proficiency with other Microsoft Applications (PowerPoint, Access, Visio, Word) Articulate, confident and capable to communicate and influence Senior Executives and High Attention to Detail Problem solving, good critical thinking, and decision-making skills. Leverage creative analytical problem-solving skills while using large data sets from a broad range of sources Self-reliant and proactive in problem-solving, with the ability to independently conduct root cause analysis and execute analytics projects, creatively finding solutions. Preferred qualifications, capabilities, and skills Knowledge of ISO or Swift message processing or management Experience with Alteryx, Sharepoint, and Tableau Shift : Willing to cover a shift with start time of 10:45am/ET and end time of 7:45pm/ET

Join a team shaping the future of digital payments and drive your professional growth. Become a pivotal leader at the forefront of revolutionizing payment operations, where your expertise will help drive efficiency across our financial systems. As a Payment Lifecycle Associate II within Payments Operations, you will play a pivotal role in enhancing our payment operations framework by streamlining processes, implementing new technologies, and developing operational functions. You will manage payment processing across various products, ensuring smooth fund transfers and reconciling purchase and sales options, futures, or securities, while leveraging your proficiency in automation, cybersecurity, and anti-fraud awareness to ensure security and efficiency. Your ability to manage stakeholders, influence decisions, and handle conflicts will drive mutually beneficial outcomes, and your strategic planning skills will guide our direction and resource allocation decisions. Additionally, your proficiency in AI/ML will be utilized to solve complex problems and enhance processes, applying your knowledge in market product and process improvement to optimize our operations. Responsibilities: People Management Daily, weekly, monthly and ad-hoc reporting Document and package status updates and proposals to senior management Perform data analytics, data mining, predictive analytics, and problem solving Develop and apply algorithms and models with ability to clearly explain them to Management, Operations and Technology teams Work closely with Technology and Operations to develop requirements and implement new capabilities Proactively engage to mitigate risk through continuous process improvement, root cause analysis, and collaboration with Operations teams Develop presentations for senior executives Coach, train, mentor, and develop junior talent to equip the team for future success. Required qualifications, capabilities, and skills Proven ability to multitask with a sense of urgency Able to adapt quickly To new functional areas and/or concepts and changing and or competing priorities Proven strong analytical and communication skills Advanced Microsoft Excel skills (pivot tables, macros, look-up functions, etc.) and strong proficiency with other Microsoft Applications (PowerPoint, Access, Visio, Word) Articulate, confident and capable to communicate and influence Senior Executives and High Attention to Detail Problem solving, good critical thinking, and decision-making skills. Leverage creative analytical problem-solving skills while using large data sets from a broad range of sources Self-reliant and proactive in problem-solving, with the ability to independently conduct root cause analysis and execute analytics projects, creatively finding solutions. Preferred qualifications, capabilities, and skills Knowledge of ISO or Swift message processing or management Experience with Alteryx, Sharepoint, and Tableau Shift : Willing to cover a shift with start time of 10:45am/ET and end time of 7:45pm/ET JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Join a team shaping the future of digital payments and drive your professional growth. Become a pivotal leader at the forefront of revolutionizing payment operations, where your expertise will help drive efficiency across our financial systems. As a Payment Lifecycle Associate II within Payments Operations, you will play a pivotal role in enhancing our payment operations framework by streamlining processes, implementing new technologies, and developing operational functions. You will manage payment processing across various products, ensuring smooth fund transfers and reconciling purchase and sales options, futures, or securities, while leveraging your proficiency in automation, cybersecurity, and anti-fraud awareness to ensure security and efficiency. Your ability to manage stakeholders, influence decisions, and handle conflicts will drive mutually beneficial outcomes, and your strategic planning skills will guide our direction and resource allocation decisions. Additionally, your proficiency in AI/ML will be utilized to solve complex problems and enhance processes, applying your knowledge in market product and process improvement to optimize our operations. **Responsibilities:** + People Management + Daily, weekly, monthly and ad-hoc reporting + Document and package status updates and proposals to senior management + Perform data analytics, data mining, predictive analytics, and problem solving + Develop and apply algorithms and models with ability to clearly explain them to Management, Operations and Technology teams + Work closely with Technology and Operations to develop requirements and implement new capabilities + Proactively engage to mitigate risk through continuous process improvement, root cause analysis, and collaboration with Operations teams + Develop presentations for senior executives + Coach, train, mentor, and develop junior talent to equip the team for future success. **Required qualifications, capabilities, and skills** + Proven ability to multitask with a sense of urgency + Able to adapt quickly + To new functional areas and/or concepts and changing and or competing priorities + Proven strong analytical and communication skills + Advanced Microsoft Excel skills (pivot tables, macros, look-up functions, etc.) and strong proficiency with other Microsoft Applications (PowerPoint, Access, Visio, Word) + Articulate, confident and capable to communicate and influence Senior Executives and High Attention to Detail + Problem solving, good critical thinking, and decision-making skills. Leverage creative analytical problem-solving skills while using large data sets from a broad range of sources + Self-reliant and proactive in problem-solving, with the ability to independently conduct root cause analysis and execute analytics projects, creatively finding solutions. **Preferred qualifications, capabilities, and skills** + Knowledge of ISO or Swift message processing or management + Experience with Alteryx, Sharepoint, and Tableau **Shift :** Willing to cover a shift with start time of 10:45am/ET and end time of 7:45pm/ET JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

is to assist First Commerce in fulfilling our Vision of Empowering Generations, Transforming Communities . This is achieved through delivering Remarkable Member Service as defined by our Service Standards as well as building and maintaining strong member relationships through identification of member's financial needs and effectively recommending appropriate products and services to meet those needs. In alignment with our vision and goals, we are seeking a Strategic Initiatives Associate to drive research-informed, data-supported innovation initiatives. This role blends research, analytics, and business strategy with hands-on execution to shape innovative solutions that enhance member experiences and drive FCCU's growth. The ideal candidate will not only gather and interpret insights but will also collaborate across teams to bring new initiatives from concept to reality. Responsibilities: Innovation & Strategy Execution Assist in the development and refinement of new products, services, and experiences that align with business goals. Support the ideation, prototyping, and testing of new initiatives through cross-functional collaboration. Work with stakeholders to develop key performance indicators (KPIs) to assess effectiveness and ROI of new initiatives. Project Management Coordinate and manage multiple projects simultaneously, ensuring alignment with strategic goals. Develop and maintain project plans, timelines, and budgets, collaborating with cross-functional teams to execute initiatives. Facilitate status meetings, compile progress reports, and proactively identify and mitigate project risks. Ensure smooth rollout and adoption of initiatives by gathering feedback and iterating as needed. Research, Insights and Data Analysis Perform deep dives into market trends, competitive offerings, and consumer behaviors to identify actionable opportunities. Analyze business performance, financial models, and customer data to guide decision-making and improve offerings. Synthesize qualitative and quantitative insights from surveys, interviews, and third-party data to support strategic recommendations. Lead primary research efforts, including surveys, focus groups, and interviews to capture customer and stakeholder perspectives. Develop business cases and data-backed recommendations to support decision-making. Communication & Influence Develop written communications and presentations to explain insights and strategies to senior leadership. Partner with internal teams to ensure that data and research inform decision-making at all levels. Foster a culture of innovation, problem-solving, and continuous improvement across teams. Other Responsibilities: Fully support in actions and words FCCU's Vision, Mission, Core Values, and Service Standards. Dress and represent First Commerce in a professional manner. Perform job duties in accordance with policies established by the Board of Directors under the rules and regulations set by the National Credit Union Administration, the State of Florida and any applicable State laws for financial centers located in other States. Comply with Reg E, BSA, OFAC and CIP requirements such as reporting suspicious or unusual activity to appropriate authorities. Ability to travel within and occasionally outside the North Florida and South Georgia area. Must have and maintain a valid driver's license. Other projects, assignments, or duties assigned. Requirements: Proven ability to translate ideas into actionable business initiatives, from research to execution. Demonstrated ability to drive the customer experience through innovative solutions, ensuring consistency and excellence at every touchpoint. Requires critical thinking skills, exceptional communication skills, strong analytic and decision-making ability. Ability to work with minimal supervision. Must be able to work in a stressful environment and take appropriate action. Adept at prioritizing and handling multiple high-impact initiatives simultaneously in a fast-paced environment, ensuring deadlines are met. Proficient in Word, Excel, PowerPoint, Outlook, and creation of visuals including charts and graphs. Experience with Google Analytics, social media analytics, or business intelligence tools is a plus. Moderate to advanced database management skills. Ability to work in a highly collaborative and dynamic work environment. Strong organizational, planning, interpersonal, analytical, research, communication, writing, verbal and presentation skills. Education and Experience: A bachelor's degree in Business, Marketing, Entrepreneurship, or a related field. Relevant experience may be considered in lieu of formal education. 2+ years of experience in business strategy, innovation, market research, or analytics.

The Company Innovative, future-focused and collaborative, StoneX Group Inc. (NASDAQ: SNEX) is a global financial services firm with an entrepreneurial culture and a passion for providing world-class services to our clients. A Fortune-100 company with a nearly 100-year track record, with 3,300 employees and over 400,00 retail and institutional clients from more than 40 offices spread across five continents, we connect clients to the global markets - focusing on innovation, human connection, and providing world-class products and services to all types of investors. Today's global financial markets offer a world of opportunities. To trade. To invest. To manage risk. And to grow. We believe in connecting every company, every organization, every trader, and every investor to every advantage they need to succeed in today's global markets ecosystem. But that belief doesn't stop at our clients. We also believe in connecting every single one of our employees to every opportunity they need to succeed in their own careers, too. From an entrepreneurial culture to a collaborative environment working alongside highly skilled specialists, a career at StoneX also offers a world of opportunities. To invest in yourself. To achieve. And to grow. Business Segment Overview Corporate: Engage in a deep variety of business-critical activities that keep our company running efficiently. From strategic marketing and financial management to human resources and operational oversight, you'll have the opportunity to optimize processes and implement game-changing policies. We Connect Clients to Markets. Responsibilities Position Purpose: Responsible for the compliance review and approval of new customer account applications, examines documentation received for different legal entities and communicate deficiencies, escalates applications for enhance due diligence based on risk factors, address onboarding questions and makes sure complete KYC records are collected during the onboarding process of new customers. Essential Duties and Responsibilities: * Reviews documentation and approves or denies new customer's applications for the following divisions: FCM, SXM and Gain divisions. * Responsible for ensuring a smooth process in handling all aspects of onboarding a new customer. * Ensures completion of the client due diligence process during onboarding and ensures KYC (Know Your Customer) requirements are completed previous approval of new accounts. * Communicate inconsistencies between the application packet and supporting documentation received, to front office personnel. * Identifies and escalates potential KYC concerns to AML and Legal Teams during onboarding and ongoing review processes. * Conducts analysis on the ownership structure of prospective customers via publicly available source or company documentation to meet full KYC due diligence. * Partners with internal teams to ensure regulatory reviews on all prospective customers are performed. * Responds to queries regarding the status of specific account applications during the review/approval process. * Coordinates closely with cross-functional areas including operations, legal, sales & trading, and senior management to provide training to front office personnel on customer due diligence and KYC requirements. * Participate in projects within Unit to enhance the client on-boarding experience. * Identifies potential areas for enhanced processing and automation of manual processes during onboarding. * Assists in the development and improvement of policies and procedures for the Onboarding team. * Assists with ad-hoc projects and reviews as needed. * Maintains prompt and regular attendance. * This list of duties and responsibilities is not intended to be all-inclusive and can be expanded to include other duties or responsibilities that management deems necessary. * This onsite role in Miami, FL offers compensation typical for entry-level financial services positions in the region. Qualifications Job Requirements: * Bachelor's degree in business, finance or related field or equivalent work experience * Must be located in or willing to relocate to Miami, FL. * Candidates graduating after December 2025 will not be considered. * Effective communication skills - oral and written, with an emphasis on customer service * Strong critical thinking and analytical skills with high attention to detail * Adaptable to change in a highly regulated industry * Proficiency in Microsoft Office 365 applications Physical requirements/Working conditions: * Dynamic, time-sensitive environment * Regular fixed schedule, with some weekend work opportunities * Climate controlled office environment * Minimal physical requirements other than occasional light lifting of boxed materials Working environment: * In-office #LI-OnSite

The Company Innovative, future-focused and collaborative, StoneX Group Inc. (NASDAQ: SNEX) is a global financial services firm with an entrepreneurial culture and a passion for providing world-class services to our clients. A Fortune-100 company with a nearly 100-year track record, with 3,300 employees and over 400,00 retail and institutional clients from more than 40 offices spread across five continents, we connect clients to the global markets - focusing on innovation, human connection, and providing world-class products and services to all types of investors. Today's global financial markets offer a world of opportunities. To trade. To invest. To manage risk. And to grow. We believe in connecting every company, every organization, every trader, and every investor to every advantage they need to succeed in today's global markets ecosystem. But that belief doesn't stop at our clients. We also believe in connecting every single one of our employees to every opportunity they need to succeed in their own careers, too. From an entrepreneurial culture to a collaborative environment working alongside highly skilled specialists, a career at StoneX also offers a world of opportunities. To invest in yourself. To achieve. And to grow. Business Segment Overview Corporate: Engage in a deep variety of business-critical activities that keep our company running efficiently. From strategic marketing and financial management to human resources and operational oversight, you'll have the opportunity to optimize processes and implement game-changing policies. We Connect Clients to Markets. Responsibilities Position Purpose: Responsible for the compliance review and approval of new customer account applications, examines documentation received for different legal entities and communicate deficiencies, escalates applications for enhance due diligence based on risk factors, address onboarding questions and makes sure complete KYC records are collected during the onboarding process of new customers. Essential Duties and Responsibilities: Reviews documentation and approves or denies new customer's applications for the following divisions: FCM, SXM and Gain divisions. Responsible for ensuring a smooth process in handling all aspects of onboarding a new customer. Ensures completion of the client due diligence process during onboarding and ensures KYC (Know Your Customer) requirements are completed previous approval of new accounts. Communicate inconsistencies between the application packet and supporting documentation received, to front office personnel. Identifies and escalates potential KYC concerns to AML and Legal Teams during onboarding and ongoing review processes. Conducts analysis on the ownership structure of prospective customers via publicly available source or company documentation to meet full KYC due diligence. Partners with internal teams to ensure regulatory reviews on all prospective customers are performed. Responds to queries regarding the status of specific account applications during the review/approval process. Coordinates closely with cross-functional areas including operations, legal, sales & trading, and senior management to provide training to front office personnel on customer due diligence and KYC requirements. Participate in projects within Unit to enhance the client on-boarding experience. Identifies potential areas for enhanced processing and automation of manual processes during onboarding. Assists in the development and improvement of policies and procedures for the Onboarding team. Assists with ad-hoc projects and reviews as needed. Maintains prompt and regular attendance. This list of duties and responsibilities is not intended to be all-inclusive and can be expanded to include other duties or responsibilities that management deems necessary. This onsite role in Miami, FL offers compensation typical for entry-level financial services positions in the region. Qualifications Job Requirements: Bachelor's degree in business, finance or related field or equivalent work experience Must be located in or willing to relocate to Miami, FL. Candidates graduating after December 2025 will not be considered. Effective communication skills - oral and written, with an emphasis on customer service Strong critical thinking and analytical skills with high attention to detail Adaptable to change in a highly regulated industry Proficiency in Microsoft Office 365 applications Physical requirements/Working conditions: Dynamic, time-sensitive environment Regular fixed schedule, with some weekend work opportunities Climate controlled office environment Minimal physical requirements other than occasional light lifting of boxed materials Working environment: In-office #LI-OnSite

Join Frazier & Deeter and be a part of a rapidly growing Top 50 accounting & advisory firm that has been repeatedly named a Best Firm to Work For, a Best Firm for Women and a Pacesetter firm among U.S. accounting firms. With offices in Atlanta, Alpharetta, Charlotte, Huntsville, Las Vegas, London, Nashville, Pensacola, Tampa and Winter Haven, there is a spot for you! We serve clients of all sizes across the United States and the globe, with a suite of services that grow every year. Our growth mindset and entrepreneurial environment translates into variety and opportunity for our people. At Frazier & Deeter, we're committed to training, mentoring, and developing our staff members. With our emphasis on Investing in Relationships to Make a Difference and a Firmwide Focus on Inclusion, we help each other grow in every aspect of life. Job Details The Advisory Associate will work closely with senior team members and clients to ensure high-quality outcomes, while continuing to build your technical expertise and consulting skills. You will be responsible for the day-to-day execution and delivery of a range of projects focused on SOC examinations and reporting, IT internal audit and advisory, IT governance and risk assessment, system implementation reviews, Sarbanes-Oxley compliance, PCI, and information security. The Advisory practice is well positioned to pace the overall growth of the Firm due to our unique positioning in the marketplace and overall demand for our services. We are seeking self-motivated and qualified candidates with a passion for quality client service to join our growing team. The most successful candidate will have most or all of the following characteristics: 1+ years IT audit experience CISA candidate, other certifications accepted (CPA, CISSP, CIA, etc.) Demonstrated success in a client service role, preferably with Big 4 or national advisory firm Familiarity with variety of technologies, operating systems, databases, and reporting and data analytics tools Ability to interact with external auditors and members of management to deliver expectations and communicate and interpret key audit priorities and issues, including PCAOB and AICPA trends Exceptional organizational skills with capability to present to Board / C-suite audience Strong written and verbal communication skills Experience related to the following areas: SSAE 18 / SOC 1 / SOC 2 Sarbanes-Oxley and PCAOB requirements IT risk assessment / operational IT audit IT general controls COBIT framework PCI Information security / cyber frameworks (ISO 27000, NIST, AICPA, etc.) HIPAA Systems development life cycle Business acumen, ability to anticipate and escalate issues Ability meet deadlines Working knowledge of basic financial accounting, auditing and financial reporting concepts Ability and appetite to invest into relationships Exemplify a positive attitude and strong work ethic with a commitment to teamwork and professionalism Ability to travel up to 20%

Founded in 2008, The Fay Group is a fully integrated finance and real estate services company with over $46 billion in assets under management. Powered by data, technology and 1,100+ team members across the US and Zambia, we deliver a full spectrum of real estate and lending solutions to include loan servicing, originations, property management, property renovation and insurance - offering end-to-end capabilities under one platform. This comprehensive approach enables agility, transparency and performance across multiple asset classes, creating value for our clients and customers in all market and interest rate environments. Join Us on Our Journey We are currently looking for a GMT Associate to join our team with openings available in Chicago, IL; Dallas, TX and Tampa, FL. The General Management Trainee (GMT) Associate participates in a 12-month rotational program designed for recent college graduates and early career professionals with a focus on developing a strong pipeline of front-line operational leaders for the company. The program consists of a series of business rotations that provide cross-functional experience in operations, sales, and shared services. Practical work experience is complemented by professional development, mentorship, executive networking and a dedicated program manager to guide the GMTs onboarding, assimilation, performance, development, and transition into management positions within core operating areas of the business. The GMT program offers the opportunity to develop a strong understanding of the business, be involved in projects key to evolving our operations, demonstrate individual leadership skills, grow one's managerial capabilities, and establish a strong network throughout the organization. After successful completion of the program, GMTs are eligible for placement into front-line leadership roles, offering accelerated career paths within operations. Qualifications include: * Bachelor's degree in business administration, Business Management, or related field * Minimum GPA of 3.0 preferred * Demonstrated leadership experience * Previous operational and/or customer experience preferred * Strong analytical skills coupled with sound judgement * Ability to identify and flex to the work styles of others * Ability to analyze and interpret data to identify opportunities and propose solutions * Strong project management skills * High-quality orientation * Strong verbal and written communication skills * Strong interpersonal skills and presentation abilities * Collaborative work style; high team-orientation * Open to change; agile; high learning agility * Strong problem-solving abilities * Ability to appropriately prioritize; effective time management * Self-directed; ability to proactively ask questions and surface issues/ concerns * Strong work ethic; proactive work style * Professional maturity, integrity, and the ability to maintain confidential data and information * Strong business acumen; strong fiscal and technical aptitude * Strong skills in MS Word, Excel, and PowerPoint Submit Your Resume to Learn More Featured Benefits * Medical, Dental, and Vision Insurance * Company Paid Life Insurance * Disability Insurance * Pet Insurance * 401k Program with Employer Matching * 3 Weeks Paid Time Off (PTO) * Paid Holidays * Wellness Initiatives * Employee Assistance Program * Eligible for Hybrid Work Schedule with Remote Flex Days Compensation * The hiring range for this position is between $50,000.00-$70,000.00 annually Fay Cares! The Fay-Constructive Foundation was established to fulfill the philanthropic mission of The Fay Group employees to serve the communities in which they live and work. Our employees make voluntary contributions to the Foundation. Each quarter, their contributions are donated to organizations focused on improving education opportunities, combating poverty, and supporting military service members and first responders. At Fay, we believe that the best ideas come from having a team that is diverse in backgrounds, experiences, and perspectives. We strive to ensure each of our employees feels valued, respected, and included, and is presented with equal opportunities to be successful. Fay is an equal-opportunity workplace. The Fay Group and affiliated companies participate in E-Verify. For more information, go to *********************

Do you want a career without limits? Do you want to shape your own future and be surrounded by people who listen? If so, we have the perfect opportunity for you at Smith + Howard. Smith + Howard is a family of companies that offers tax, audit, accounting and advisory and wealth management services. We are headquartered in Atlanta with a national reach, while still offering a local firm flavor. We offer competitive pay, excellent training opportunities and great benefits. You can help influence our culture and have the support and dedication from our leaders to help you achieve your career goals. Smith + Howard provides a great opportunity for professional growth and advancement within one of Atlanta's top firms. If you are ready to make a career move and join a firm consistently named an “AJC Top Workplace” and a “Best of the Best Firms” (Inside Public Accounting), we invite you to complete our employment application. Summary In this role, you will need to demonstrate professional interest in providing clients with quality services and personal attention by performing “above and beyond the call of duty” if necessary. This will include planning and preparing supporting workpapers, as well as identifying value-add suggestions for client utilization. Essential Functions + Assist in the design of compliance processes and project prioritization for all SALT projects with the SALT leadership team + Review and assist in the filing of State and Local tax returns for sales and use taxes related to monthly and quarterly transactions + Interact with clients regarding filing issues, business license compliance and general tax research inquiries + Review and analyze summary data from state and local tax return filings + Assist in filing annual property tax returns and assist with research and audit support when necessary + Assist with real property tax appeals + Analyze continually changing tax laws and regulations in multiple jurisdictions + Assist with business license compliance and research nationwide for our clients + Develop and cultivate new business and enhance existing relationships with current clients + Support tax team with ongoing state and local audit initiatives and research + Assist with analysis of current business process issues and documentation to aid in enhanced business continuity and efficiency Position Requirements + Bachelor's Degree in Accounting, Finance, or Taxation, or related fields + Proficiency in Microsoft Office suite - emphasis on Word and Excel + Ability to prioritize numerous projects to meet deadlines with attention to detail + Strong documentation and organizational skills with the ability to multi-task in a fast-paced environment Preferred Requirements + Ability to work in a team environment as well as independently + Excellent interpersonal and communication skills + CPA or CMI certifications + Exposure to Microsoft Access and Caseware + 1 - 3 years of State and Local Tax experience

We're Hiring: Relationship Associate (Atlanta) Balentine is seeking a Relationship Associate (RA) to join our Relationship Management team. At Balentine, we pride ourselves on delivering a white-glove client experience built on trust, discretion, and attention to detail. Our Relationship Associates are on the front line of that promise, working hand-in-hand with Relationship Managers to anticipate needs, respond swiftly and thoughtfully, resolve issues seamlessly, and ensure every client interaction feels personal and exceptional. This role is ideal for professionals who thrive in a collaborative, in-office environment, where teamwork, accountability, and precision are valued. Successful candidates will have the opportunity to pursue the established RA career path or carve their own trajectory within the firm. The right individual is passionate about client service, thrives in a high-stakes environment, and brings a responsive, detail-oriented, solutions-driven mindset. Responsibilities The goal of this position is to develop a long-lasting, trusting relationship with each client through superior service to enhance their relationship with the firm. The success of the role is demonstrated by the ability to complete the following: Client Service Deliver superior, same-day responses to client requests with professionalism and care. Leverage Salesforce to manage tasks, follow workflows, and track client interactions, ensuring that all service items are completed accurately and efficiently. Process daily business transactions and ad-hoc research requests with speed and accuracy, leveraging Balentine's technology platforms. Coordinate money movement (wires, ACHs, journals, dividend reinvestment, RMDs, cash management). Partner with the Operations team on account openings, transfers, documentation, and reporting requests. Maintain responsiveness and poise under pressure, balancing competing priorities without compromising quality. Portfolio Administration Proactively monitor client portfolios and identify when action or escalation is needed. Manage private capital administration, including subscription documents, capital calls, and distributions. Ensure strict adherence to Balentine's policies, compliance standards, and regulatory requirements. Relationship Manager Support Develop a comprehensive understanding of each client's unique needs including family dynamics, spending priorities, and investment preferences. Anticipate the needs of Relationship Managers (RMs) and clients, offering creative, proactive solutions. Use Salesforce to support RM priorities by staying aligned on tasks, monitoring workflows, and keeping client records current. Collaborate across teams on firmwide initiatives and provide administrative support as required. Qualifications Bachelor's degree 3+ years similar experience Experience working with complex account structures Technologically savvy and proficient Proficiency with Box, Salesforce, DocuSign, NetX360, Addepar, ARCH and Subscribe+ strongly preferred; experience with similar program types required Demonstrated ability to handle confidential information with discretion Competencies While we acknowledge there can be multiple approaches to a job well done, the below competencies outline some of the characteristics that we expect to contribute to the success of this position. + Professional and Courteous Ability to maintain uncompromising levels of confidentiality Ability to interact with all people in a polite manner and a positive attitude Ability to have a positive impact on the people around you + Emotional Intelligence and Interpersonal Skills Ability to read and connect with people and respond accordingly in varying situations Ability to recognize own and others' emotions and use them to create positive interactions + Organized and Productive Ability to structure responsibilities, tasks, and project management to eliminate wasted time and efforts Ability to manage multiple projects and competing priorities without missing deadlines Ability to self‐manage, prioritize, and produce quality work in both individual and team environments + Calm Under Pressure / Unflappable Ability to respond calmly and maintain performance standards in a busy office setting Ability to maintain high service standards and problem-solve effectively when faced with new challenges + Adaptable and Reliable Ability to remain unperturbed by changing priorities and conditions Ability to shift concentrations throughout the day Ability to provide consistent responsiveness to clients and colleagues, ensuring needs are met promptly despite competing demands Ability to always arrive on time and prepared + Discernment Demonstrates sound judgment in knowing when to seek input and when to take initiative independently Strikes the right balance between over-reliance on others and charging ahead without proper context Understands when collaboration is necessary and when self-direction is appropriate, showing maturity in decision-making and ownership of outcomes Compensation Balentine offers a competitive compensation package, including an attractive base salary and benefits. Company Overview Balentine LLC is a boutique wealth management firm with $7.5B of Assets Under Advisement and growing. Built on integrity and a commitment to provide a fiduciary standard of care, our firm was founded by, and continues to attract, a world-class team of driven and dedicated individuals. At Balentine, everything we do prioritizes our clients and employees. We have assembled an exceptional team that values relationships and results and has created an environment where motivated people flourish. Balentine's culture reflects a collaborative and diverse workforce driven by excellence and a commitment to lifelong learning. We deeply value our culture, and it is at the core of all that we do.

Salary: $17.36 per hour About Us Grameen America is a nonprofit microfinance organization dedicated to helping low-income women entrepreneurs build businesses to enable upward financial mobility. We envision an inclusive society in which all entrepreneurs, regardless of gender, race or income, have access to fair and affordable financial services. We provide affordable capital, credit- and asset-building, education and peer support to enable our members to boost their business income, create jobs and transform communities. Founded by Nobel Peace Prize laureate Muhammad Yunus in 2008, Grameen America is now the fastest growing nonprofit microfinance organization in the U.S., having achieved tremendous milestones in its first 16 years of operations, investing in 220,000 low-income women entrepreneurs while demonstrating measurable impact. Our members have repaid their loans at a rate of over 99% and have become economic drivers in their communities. For more information, please visit grameenamerica.org About the Job The Relationship Associate position is an entry level position at GAI, designed to be the first step in a career path with the organization. We are seeking a motivated individual who thrives on delivering exceptional customer service, engaging in outreach activities, enjoys working with people, providing excellent customer service, and contributing to member recruitment and outreach efforts of the branch. A positive attitude, strong communication skills, and a willingness to learn are key to success in this role. The Relationship Associate reports to the Branch Manager. On- Site Work Requirements Grameen America operates on the ground, within the communities we serve. Employees are expected to work in person at both the branch and in the community based on program needs and in consultation with their Branch Manager. At a minimum, employees must be present at the branch at least three (3) days per week but based on operational needs you may be required to be onsite for up to five (5) days per week per your supervisor's discretion. Key Responsibilities as a Relationship Associate: Relationship management * Conduct weekly center meetings during which we collect and follow-up with loan repayments, share program updates and educational discussions * Build strong and positive relationships with members to support both retention and business growth. * Respond to member inquiries promptly and professionally, Assist with problem solving & engagement. * Conduct in-person home verification and business visits to verify and ensure the legitimacy and accuracy of borrower's information. * Uphold high standards of service, quality, and productivity. * Adhere to all company policies and procedures. Recruitment & Outreach * Conduct outreach through various channels within the neighborhoods your branch serves, which requires regular local travel. This includes in-person & virtual touch points with entrepreneurs and potential future members at local businesses, residential and commercial areas, etc. Outreach activities also include conducting info sessions, group training, etc. at various locations within the community. * Use these outreach techniques to grow the program by recruiting new members to achieve designated membership growth targets. Financial Methodology * Monitor member loan activity, ensuring compliance with loan criteria, disbursement guidelines, and repayment schedules. * Reconcile and accurately input payment data into internal systems, ensuring proper documentation and compliance with required notifications. The Skills You Will Bring: * Bilingual proficiency in English and Spanish. * Strong customer service and communication skills. * High level of integrity, discipline, punctuality, and work ethic. * Ability to multitask, manage time effectively, and maintain strong attention to detail. * Basic numeric and problem-solving skills. * Collaborative and self-motivated - able to work independently and as part of a team. * Flexibility to work varied hours (early mornings/evenings) Monday through Friday. * Comfortable using computers, email, smartphones, tablets (iPad), Zoom, and related technologies. * Willingness to learn. Education and Experience: * High School diploma or equivalency preferred, or two years of relevant work experience required. * Familiarity with Microsoft Word and Excel a plus. Requirements Valid driver's license required depending on business location. What We Offer You: * Medical, dental, and vision insurance plans * Paid Holidays, vacation and sick time * 401K retirement savings plans * Flexible Spending Account (FSA) * Training and development opportunities * Wellness platform with two free coaching sessions per month * And more! Grameen America is an Equal Opportunity Employer (EEO) committed to diversity and inclusion in its workplace. Grameen America employment decisions are based on job requirements and individual skills and qualifications without regard to the applicant's race, ethnicity, color, religion, sex, gender, gender identity, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by applicable federal, state, or local law. Grameen America, Inc participates in the E-Verify program. Visa sponsorship is not provided. Must be able to legally work in the U.S.

Salary: $17.36 per hour About Us Grameen America is a nonprofit microfinance organization dedicated to helping low-income women entrepreneurs build businesses to enable upward financial mobility. We envision an inclusive society in which all entrepreneurs, regardless of gender, race or income, have access to fair and affordable financial services. We provide affordable capital, credit- and asset-building, education and peer support to enable our members to boost their business income, create jobs and transform communities. Founded by Nobel Peace Prize laureate Muhammad Yunus in 2008, Grameen America is now the fastest growing nonprofit microfinance organization in the U.S., having achieved tremendous milestones in its first 16 years of operations, investing in 220,000 low-income women entrepreneurs while demonstrating measurable impact. Our members have repaid their loans at a rate of over 99% and have become economic drivers in their communities. For more information, please visit grameenamerica.org About the Job The Relationship Associate position is an entry level position at GAI, designed to be the first step in a career path with the organization. We are seeking a motivated individual who thrives on delivering exceptional customer service, engaging in outreach activities, enjoys working with people, providing excellent customer service, and contributing to member recruitment and outreach efforts of the branch. A positive attitude, strong communication skills, and a willingness to learn are key to success in this role. The Relationship Associate reports to the Branch Manager. On- Site Work Requirements Grameen America operates on the ground, within the communities we serve. Employees are expected to work in person at both the branch and in the community based on program needs and in consultation with their Branch Manager. At a minimum, employees must be present at the branch at least three (3) days per week but based on operational needs you may be required to be onsite for up to five (5) days per week per your supervisor's discretion. Key Responsibilities as a Relationship Associate: Relationship management Conduct weekly center meetings during which we collect and follow-up with loan repayments, share program updates and educational discussions Build strong and positive relationships with members to support both retention and business growth. Respond to member inquiries promptly and professionally, Assist with problem solving & engagement. Conduct in-person home verification and business visits to verify and ensure the legitimacy and accuracy of borrower's information. Uphold high standards of service, quality, and productivity. Adhere to all company policies and procedures. Recruitment & Outreach Conduct outreach through various channels within the neighborhoods your branch serves, which requires regular local travel. This includes in-person & virtual touch points with entrepreneurs and potential future members at local businesses, residential and commercial areas, etc. Outreach activities also include conducting info sessions, group training, etc. at various locations within the community. Use these outreach techniques to grow the program by recruiting new members to achieve designated membership growth targets. Financial Methodology Monitor member loan activity, ensuring compliance with loan criteria, disbursement guidelines, and repayment schedules. Reconcile and accurately input payment data into internal systems, ensuring proper documentation and compliance with required notifications. The Skills You Will Bring: Bilingual proficiency in English and Spanish. Strong customer service and communication skills. High level of integrity, discipline, punctuality, and work ethic. Ability to multitask, manage time effectively, and maintain strong attention to detail. Basic numeric and problem-solving skills. Collaborative and self-motivated - able to work independently and as part of a team. Flexibility to work varied hours (early mornings/evenings) Monday through Friday. Comfortable using computers, email, smartphones, tablets (iPad), Zoom, and related technologies. Willingness to learn. Education and Experience: High School diploma or equivalency preferred, or two years of relevant work experience required. Familiarity with Microsoft Word and Excel a plus. Requirements Valid driver's license required depending on business location. What We Offer You: • Medical, dental, and vision insurance plans • Paid Holidays, vacation and sick time • 401K retirement savings plans • Flexible Spending Account (FSA) • Training and development opportunities • Wellness platform with two free coaching sessions per month • And more! Grameen America is an Equal Opportunity Employer (EEO) committed to diversity and inclusion in its workplace. Grameen America employment decisions are based on job requirements and individual skills and qualifications without regard to the applicant's race, ethnicity, color, religion, sex, gender, gender identity, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by applicable federal, state, or local law. Grameen America, Inc participates in the E-Verify program. Visa sponsorship is not provided. Must be able to legally work in the U.S.