Operations, Senior Specialist jobs at Citizens Alliance - 2237 jobs

Sr. Carrier Management Specialist
Arthur J Gallagher & Co 3.9
Grand Rapids, MI jobs
Introduction At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead, and innovate. You'll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips. Here, you're not just improving clients' risk profiles, you're building trust. You'll find a culture grounded in teamwork, guided by integrity, and fueled by a shared commitment to do the right thing. We value curiosity, celebrate new ideas, and empower you to take ownership of your career while making a meaningful impact for the businesses we serve. If you're ready to bring your unique perspective to a place where your work truly matters; think of Gallagher. Overview The Senior Carrier Management Specialist is responsible for managing insurance carrier contracts and supporting onboarding and integration during mergers and acquisitions. This role ensures the agency is properly contracted and appointed to transact business, maintains accurate contracting data, and supports strategic initiatives to maximize carrier relationships and profitability. While primary carrier assignments are preferred, this role requires flexibility to support evolving team and organizational objectives. How you'll make an impact Provide full support for M&A activities by integrating the acquired business in the most efficient and profitable way with assigned markets Assist with carrier notification process. Complete business transfer documents and other necessary paperwork to ensure smooth business transition. Review acquired agency codes for assigned carriers to determine proper business alignment and business optimization. Review all carrier agreements related to acquired business-including agency agreements, profit sharing, contingency, GSC, and other compensation arrangements-to identify key terms and contract structures, with the goal of informing contract execution and negotiation strategies. Process amendments or new carrier agreements as needed. Track integration progress for each assigned carrier. Escalate issues if needed. Work with Market Relations Team and Finance to assist in allocating and reconciling annual contingency and profit-sharing payments from carriers. Participate in strategic planning initiatives to enhance carrier relationships and optimize revenue opportunities. Manage and maintain all carrier contracts across multiple entities, locations and lines of business for assigned markets Collaborate with internal stakeholders and insurance carriers to ensure timely and accurate contracting and appointments. Manage the full contract lifecycle-including initiating requests, reviewing terms, negotiating as needed, executing agreements, and ensuring proper documentation and contract retention. Review and analyze contracts to identify business terms and contract structure. This includes but is not limited to agency contracts, profit share agreements and any other additional compensation agreements. Maintain carrier contact list for assigned carriers. Maintain agency codes for assigned carriers. Maintain carrier agreements database for assigned carriers. Serve as a liaison between the agency and carriers for escalated contracting issues or inquiries. Identify and utilize the most effective communication channels with carrier partners to support business goals and drive desired outcomes. Foster strong collaboration with Market Relations, Relationship Managers, S&C Analysts, and Regional teams to support shared goals and initiatives. May include training, assigning tasks, and monitoring workflow(s) within the contracting team. Supports performance management and development of new and under-staff as needed. #APIntegration About You Required: * Bachelor's degree and 5 years related experience required. Strong knowledge of the insurance brokerage business. Preferred: Post-secondary degree or equivalent combination of education and experience. Minimum 4-5 years of experience in the insurance industry. Extensive knowledge of insurance markets and carrier operations. Comprehensive understanding of carrier communication protocols and end-to-end contracting processes. Behaviors: Technical Proficiency: Proficient in Microsoft Excel, Word, Outlook, and database systems. Analytical Thinking: Synthesizes complex information and uses data to inform decisions. Project Management: Manages multiple priorities and meets deadlines. Communication: Strong written and verbal communication skills; able to interact effectively with internal teams, clients, and carriers. Problem Solving: Identifies issues and implements effective solutions. Teamwork: Collaborates well with others and supports team success. Adaptability: Thrives in a fast-paced, changing environment. Ethics & Integrity: Maintains confidentiality and upholds organizational values. Compensation and benefits We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you'll get, depending on your job level these benefits may improve: Medical/dental/vision plans, which start from day one! Life and accident insurance 401(K) and Roth options Tax-advantaged accounts (HSA, FSA) Educational expense reimbursement Paid parental leave Other benefits include: Digital mental health services (Talkspace) Flexible work hours (availability varies by office and job function) Training programs Gallagher Thrive program - elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing Charitable matching gift program And more... The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process. We value inclusion and diversity Click Here to review our U.S. Eligibility Requirements Inclusion and diversity (I&D) is a core part of our business, and it's embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees' diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as "protected characteristics") by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
$70k-108k yearly est. 2d ago

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Operations Specialist
Carrier Enterprise 4.9
Richmond, VA jobs
Carrier Enterprise has an exciting Operations Specialist opportunity at our Richmond, VA location. Carrier Enterprise, a leading national distributor of residential and light commercial HVAC products, is seeking a dedicated Operations Specialist for our Richmond, VA location. Join a team that excels in providing top-notch HVAC/R products, parts, and supplies through licensed HVAC/R dealers and contractors. Company Description: Carrier Enterprise (CE) is a premier national distributor specializing in residential and light commercial Heating, Ventilation, and Air Conditioning (HVAC) products, parts, and supplies. We serve licensed HVAC/R dealers and contractors, ensuring top-quality HVAC solutions across 28 states, Puerto Rico, the Caribbean, Latin America, Mexico, and Canada. With over 200+ locations, we are well-positioned to meet our customers' HVAC/R needs. Company website: ************************* SUMMARY The Operations Specialist is responsible for finding resolution of our inventory, LTL, UPS, and Warehouse Transfer Discrepancies. Job Responsibilities: Operations Specialist Assists in running/implementing NxTrend reports such as ICZTI, ICRZU and others Participates in and runs physical inventories Responsible for managing factories and LTL/UPS freight claims for the region Manages all warehouse transfer exceptions, tracks, and manages open orders, warehouse transfers, and purchase orders for assigned locations Maintain and update inventory records. Create efficient and accurate inventory management procedures. Reconcile inventories to book records and adjust when necessary. Coordinate and verify issues related to damaged, defective, or mis-shipment of goods to customers Assist material handlers when inventory discrepancies are identified during picking or other warehouse processes. Perform cycle counts of inventory or coordinate others to perform cycle counts Research of inventory discrepancies, and adjustments of same with proper documentation and management approval (this will involve both physical and virtual research) Communicate resolution of issues to leadership teams Qualifications: Operations Specialist Safety Orientation: Demonstrates awareness of company safety policies and procedures; includes ability to identify and report safety hazards, and the ability to encourage others to work safely Adaptability/Flexibility: Ability to change or adapt work practices, priorities, or procedures or to reschedule activities in response to changing conditions or multiple work demands Teamwork: Ability to work well with others in a group, cooperate with others, offer to help when needed, and foster a team climate within the group where members are committed to a common goal. Requires good people management skills. Problem Solving: Using a systematic and effective approach in analyzing information in order to come up with good business solutions to problems Initiative: Must be a self-starter and detailed oriented. Must have the ability to think and take constructive and proactive action at work without being urged; skill and ability in taking the lead in forwarding new ideas or work methods Foundational Skills: Ability to understand written material and ability to write using correct spelling, punctuation, and grammar; ability to add, subtract, multiply and divide using fractions or decimals. Knowing the Business: Maintain a high level of knowledge of Distribution and Fulfillment Warehouse operations, products, etc. Requirements: Operations Specialist High School diploma or equivalent is required Four (4) years of warehouse or related experience, two of which being specific to inventory control. Requires knowledge of inventory management procedures and general warehousing terminology and practices. Skills in mathematics and spreadsheets are vital. Familiarity with warehouse and inventory management systems preferred. Accuracy and thoroughness required with great attention to detail. Must have the ability to multi-task and be detail orientated with good organizational skills and able to work in a fast- paced environment. Excellent verbal and written communications skills. Respect for all People: Respects people of all backgrounds Benefits: * Health Insurance Health Savings Account Dental Insurance Vision Insurance Life Insurance Disability Insurance (Short-term and Long-term) Employee Assistance Program (EAP) Tuition Reimbursement & Professional Development Paid Vacation & Sick time Company Paid Holiday's 401(k) Plan with Employer Match Employee Discount Program Invitation to Apply Full-time and part-time positions are available. To explore this exciting (insert position here) opportunity and other career opportunities at Carrier Enterprise, visit our careers page at *************************/careers. Learn more about our company and team. Equal Opportunity Statement: Carrier Enterprise, LLC is an Equal Opportunity Employer and does not discriminate based on age, color, race, religion, disability, sex, or national origin. We support a diverse and inclusive workplace where we employ, retain, terminate, and otherwise treat all employees and job applicants on the basis of merit, qualifications, and competence. Requirements: Operations Specialist High School diploma or equivalent is required Four (4) years of warehouse or related experience, two of which being specific to inventory control. Requires knowledge of inventory management procedures and general warehousing terminology and practices. Skills in mathematics and spreadsheets are vital. Familiarity with warehouse and inventory management systems preferred. Accuracy and thoroughness required with great attention to detail. Must have the ability to multi-task and be detail orientated with good organizational skills and able to work in a fast- paced environment. Excellent verbal and written communications skills. Respect for all People: Respects people of all backgrounds
$60k-92k yearly est. 2d ago
Senior Power & Gas Modeling Specialist for Energy Strategy
Charles River Associates 4.7
Boston, MA jobs
A prestigious consulting firm is seeking a Senior Associate in Boston, with expertise in power and natural gas market modeling. The role involves managing engagements, conducting quantitative analysis, and presenting findings. Candidates should have two years of relevant experience and be enrolled in an MBA or related program. The firm promotes individual development and offers a hybrid working environment with competitive salary and comprehensive benefits. #J-18808-Ljbffr
$88k-130k yearly est. 3d ago
Sr. Carrier Management Specialist
Arthur J. Gallagher & Company 3.9
Rolling Meadows, IL jobs
Provide full support for M&A activities by integrating the acquired business in the most efficient and profitable way with assigned markets Assist with carrier notification process. Complete business transfer documents and other necessary paperwork t Relationship Manager, Specialist, Management, Business, Benefits, Project Management, Business Services
$64k-103k yearly est. 1d ago
DSMB Operations Specialist
Cardiovascular Research Foundation 4.4
New York, NY jobs
This role is subject to a flexible hybrid work arrangement requiring a minimum of 1-2 pre-determined days per week in our mid-town office. The DSMB Operations Specialist is responsible for coordinating and managing operational aspects of Data and Safety Monitoring Boards (DSMBs) for clinical trials conducted at the Clinical Trials Center. This includes charter development, meeting logistics, documentation, regulatory compliance, and communication with internal and external stakeholders. ESSENTIAL DUTIES AND RESPONSIBILITIES Project Management & Meeting Coordination Manage DSMB meeting logistics including scheduling, participant coordination, agenda preparation, and minute-taking. Coordinate the collection and presentation of safety and efficacy data for DSMB review. Follow up with DSMB members post-meeting to resolve outstanding issues, action items, or concerns. Charter & Documentation Management Generates and maintain DSMB charters in collaboration with sponsors and internal stakeholders. Ensure proper version control, archiving, and quality checks of DSMB related documents. Stakeholder Communication Serve as liaison between DSMB members, sponsors, and internal teams. Communicate trial-related concerns and updates to DSMB members as needed. Training & Compliance Support DSMB member training activities and verify documentation. Acquire and apply working knowledge of clinical research safety conduct, laws, regulations, and standards. Ensure all activities are conducted in accordance with GCP and company SOPs. Quality Monitoring & Auditing Support internal tracking, monitoring, and auditing of DSMB activities. Collaborate with internal quality teams to enhance data quality control processes. Operationalize safety quality monitoring activities based on best practices. Team Collaboration Work closely with DSMB team members and assigned staff to prepare and conduct DSMB meetings. Assist in the selection and onboarding of DSMB members, including conflict-of-interest checks. Collaborate with other members of the safety team in the conduct of DSMB activities Additional Duties Perform other duties as assigned by the Department Head. QUALIFICATIONS M.D. or D.O. degree, plus 3 years safety/pharmacovigilance experience; PhD, PharmD, DSc, MSN or other clinical degree, with 5 years clinical, academic or research experience; 2 years working with DSMB activities preferred. Proficient with Microsoft Outlook, Word, and Excel; basic understanding of database programs. Must possess excellent communication and writing skills, patience, professionalism and ability to effectively interact with staff and management alike; ability to verbally communicate effectively with Biometrics & Data Management (BDM), Clinical trial Affairs (CTA), Project Management (PM) and other team members. Experience in SOPs, clinical documents and templates, required. Ability to multi-task and interface with team members who are working under deadlines. Ability to set priorities and excellent organizational planning, project management and time management skills. Ability to lead teams and manage projects through non-reporting co-worker influence required. Ability to analyze clinical information, data and statistics, as well as perform triage relating to complex information synthesized from multiple sources. BENEFITS Choice of health plans include medical, Dental, and vision coverage Company-paid short-term and long-term disability and life insurance Health and dependent care flexible spending accounts Pre-tax travel expenses through TransitChek program 401(k) plan Generous paid time off (PTO) Ten paid holidays each year COMPENSATION The hiring range for this position is $85,000 - $95,000 per year. The annual salary that will ultimately be offered to the successful candidate will depend on job-related knowledge, education, skills, and experience. CONTACT INFORMATION To be considered for this opportunity, please submit your resume. Be sure and visit our web site to learn more about how we strive to enhance and save patient lives every day *********** CRF is an equal opportunity employer.
$85k-95k yearly 6d ago
Operations Specialist
Beacon Pointe Advisors LLC 3.5
Scottsdale, AZ jobs
Beacon Pointe is currently seeking an exceptional individual to join our Central Support team as an Operations Specialist for our Ultra High Net Worth offering in our Scottsdale, AZ office. The successful candidate will join a highly talented team of professionals that service the investment management and financial planning needs of high net worth individuals, families and institutions. The successful candidate will have a demonstrated track record of both educational and professional achievement; with a commitment and passion for delivering exceptional service to the firm's clients and associates. Responsibilities Prepare client account paperwork, submit to custodians and follow-up to confirm completion Quality control of submitted requests and account set up in Reporting Platform following firm procedures Handle time sensitive cashiering tasks including capital call fulfillment Execute account maintenance tasks such as account terminations and other special requests as directed Review custodian alerts, document in applicable systems and follow-up as needed to resolve Assist in the preparation of Alternative Investments paperwork; subscription agreements, redemptions, capital calls, etc. Research and respond to routine-to-complex inquires within defined service level commitments Handle incoming inquiries from advisor teams related to the troubleshooting and review of complex account and data discrepancies Maintain and update client files utilizing internal systems including CRM (Salesforce) and portfolio management databases (Tamarac) Partner with internal teams to document, review and update firm policies & procedures Participate in team meetings and collaborate with operations leadership team on projects and/or initiatives designed to streamline firm policies and procedures Qualifications Undergraduate degree required (Bachelor's degree in Finance, Business or Economics preferred) 5+ years of relevant experience; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer Excellent interpersonal and verbal/written skills Strong commitment to detail with excellent organization and prioritization skills Self-starter with a proven ability to work in a fast-paced, evolving work environment Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.) Knowledge of Salesforce CRM and Tamarac AdvisorView preferred Experience with Charles Schwab, Fidelity institutional platforms, Pershing and paperwork preferred About Beacon Pointe Advisors Beacon Pointe Advisors is one of the nation's largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families. Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron's, and more. For more information, please visit Awards Disclosures.
$41k-64k yearly est. 2d ago
Asset Operations Specialist
4 Corner Resources 4.3
Orlando, FL jobs
4 Corner Resources is seeking an Asset Operations Specialist to support asset intake, tracking, and lifecycle control for one of Central Florida's most recognized healthcare providers. This role centers on maintaining an accurate inventory of IT devices, documenting asset movement, and keeping equipment organized and audit ready. Asset Operations Specialist Responsibilities: Receive incoming laptops, printers, scanners, and related IT hardware Label and assign asset IDs, ensuring devices are properly documented in tracking systems Maintain real-time visibility into inventory levels and asset locations Stage, store, and rotate equipment to the correct areas for deployment or further processing Break down packaging and maintain a clean, compliant, and audit-ready workspace Track and report inventory movement to leadership to support audits and refresh cycles Assist with basic physical handling of equipment without deep troubleshooting responsibilities Asset Operations Specialist Qualifications: Experience in IT asset management, inventory control, logistics, or warehouse operations Strong attention to detail with comfort documenting asset movement Ability to lift and move boxes, pallets, and IT devices as needed Familiarity with laptops, printers, and related peripherals is helpful but not required Asset Operations Specialist Details: Location: Onsite in Orlando, FL Schedule: Monday-Friday (7:30 AM-4:00 PM) or (8:00 AM-4:30 PM) Pay: Starting at $17/hour Status: Long-term contract-to-hire with growth potential and internal advancement 4CR3
$17 hourly 2d ago
Warehouse Operations Associate
Contel Inc. 3.9
Saint Charles, IL jobs
Contel Inc is a Telecommunications company located in St Charles, IL that is a recognized leader in the Telecommunication and Communication installation industry, providing services throughout North America. Role Description This is a full-time on-site role of Warehouse Operations at Contel. The Warehouse Operations personnel are responsible but not limited to overseeing day-to-day warehouse operations, including inventory management with excel and databases, tool management, organizing stock, maintaining inventory levels, processing, packing, preparing packages for shipment, assemble/manufacture products, and organizational tasks. This role also requires collaboration with teams to maintain and improve warehouse processes. Qualifications Strong within Excel, Word, & Outlook Highschool diploma or equivalent required Experience in a warehouse environment, preferred Strong organizational and time management skills, with the ability to multitask and prioritize effectively Ability to work efficiently and accurately in a fast-paced environment with attention to detail Ability to work well in a team environment and demonstrate flexibility to adapt to changing operational needs Excellent verbal and written communication skills Ability to lift up to 50 lbs unassisted Ability to operate standard warehouse equipment, including pallet jacks, forklifts, hand trucks, etc Process, pack and prepare orders for shipment accurately Perform material handling activities such as receiving and appropriately packing, unpacking, and storing incoming shipments, materials, parts, and tools Communicate with Manager/Supervisor to perform job tasks in a timely manner Maintain a clean and orderly warehouse environment Fork Lift Certified is a plus Wiring Assembler Manufacture cable/harness products. Can read and interpret work Instructions, schematics, wire lists, and drawings. Ensures the quality of the hardware is maintained and company procedures are followed. Ensures work is done with completeness and accuracy. Provides regular communication to shop supervisor and company management on status and technical issues. Wiring Assembler Qualifications and Requirements No experience necessary. Will train Ability to read and interpret blueprints Ability to use measuring devices such as tape measures Ability to use basic hand tools such as cable cutters and crimpers Job Type: Full-time Pay: $23.00 per hour Expected hours: 40 per week Benefits: 401(k) 401(k) matching Dental insurance Health insurance Life insurance On-the-job training Paid time off Vision insurance Payment frequency: Paid weekly Schedule: 8 hour shift Day shift Monday to Friday No weekends Work Location: In person
$23 hourly 2d ago
Associate Operator $ 20 - 23/hr
Adecco 4.3
Burlington, VT jobs
Adecco is in search of candidates for Associate Operators positions for a client in St. Albans, VT. This opportunity that will allow you to enhance your career while gaining valuable production experience. Responsibilities include: Performs daily housekeeping (cleaning, organizing, stocking) activities to support and run readiness for production lines Assists with document, equipment, and material transfers to support cleaning, set-up and run of production lines Fills hoppers, cassettes, etc. with appropriate components and/or processing aids Observes running equipment and notifies Equipment and/or Line Lead of any issues Monitors and empties designated material collection points in accordance with standard operating procedures What's in it for you? Pay starting at $20 per hour, plus overtime as needed Weekly paycheck Great work schedule - Friday, Saturday, Sunday, 7am - 7pm OR 7pm-7am, 2nd & 3rd shift options too! Competitive benefit options, including medical, dental, vision, and 401(k) Bonus incentives offered for referrals Access to Adecco's Aspire Academy with thousands of free upskilling courses If you meet the qualifications below, we'd love to talk to you about this position. Apply now! Ability to read and interpret documents Must be able to lift up to 50 lbs. Good attention to detail Ability to stoop, climb ladders, or stairs, stand or sit for extended periods of time Must work well in a team environment For immediate consideration for this Associate Operator position, Apply Now! For this particular assignment, must be authorized to work in the U.S. without employer sponsorship. Pay Details: $20.00 to $23.00 per hour Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable. Equal Opportunity Employer/Veterans/Disabled Military connected talent encouraged to apply To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: The California Fair Chance Act Los Angeles City Fair Chance Ordinance Los Angeles County Fair Chance Ordinance for Employers San Francisco Fair Chance Ordinance Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
$20-23 hourly 7d ago
Transaction Operations Specialist
Chatham Financial 4.8
Kennett Square, PA jobs
We don't simply hire employees. We invest in them. When you work at Chatham, we empower you - offering professional development opportunities to help you grow in your career, no matter if you've been here for five months or 15 years. Chatham has worked hard to create a distinct work environment that values people, teamwork, integrity, and client service. You will have immediate opportunities to partner with talented subject matter experts, work on complex projects, and contribute to the value Chatham delivers every day. Job summary: We seek to enhance our operations and regulatory compliance team with a role specializing in documentation and process management for interest rate, currency, and commodity transactions. The role is part of our central operations group charged with managing derivative contracts and related post-trade processes including derivatives matching platforms. The purpose of the role is to continuously improve the efficiency, accuracy, and scalability of our hedging operations as we serve clients with excellence before and after transactions are executed. This role will provide support for transactions executed by Chatham's real estate sector. We expect primary responsibilities to include: Hedging documentation review Review derivative trades documentation for accuracy by comparing bank documentation with our transaction records; assess both economic terms and other provisions Learn and understand the agreements associated with derivatives as set by the International Swaps & Derivatives Association (ISDA) documentation including the Credit Support Annex (CSA) Manage processes with client teams, banks, and other third parties Evaluate, implement, and manage third party platforms to manage trade affirmation, reporting, and reconciliation Coordinate with bank back-office groups and foster strong working relationships to improve processes and accuracy Assist clients to ensure their funds flow properly on all settlements Manage the tracking and internal reporting of transaction operations including outstanding documentation, updates, and reminders to colleagues and clients Assist clients in complying with derivatives regulatory requirements Learn relevant regulatory requirements under Dodd-Frank and EMIR to assist with the operational management of: Clearing and margin requirements Trade execution requirements Documentation requirements Regulatory reporting requirements Portfolio reconciliation requirements The role may also include opportunities to contribute to the team in other capacities as interests and team needs align. Your impact: Our team works in partnership with Chatham's advisory teams and clients to help them efficiently navigate the operational and regulatory compliance aspects of a transaction. We strive to continually improve the workflows we are responsible for and have the chance to do so by implementing process changes and/or leveraging supporting technology. Team members play a crucial role in these process improvements and serve as subject matter experts, providing regular training and resources for all Chatham teams. Contributors to your success: 2+ years of experience working in a regulatory, operations or contract review focused role may be beneficial, but is not required An interest in operational process management and improvement High level of attention to detail, accuracy, and organization Ability to multitask and independently prioritize workload Strong verbal and written communication skills We seek individuals that will thrive in our culture and can make a significant impact over the long term. Most of our team members do not come to Chatham with a deep understanding of derivatives; therefore, we conduct classroom and apprentice-style training. We look for people who have consistently demonstrated drive, determination, and academic/professional accomplishment throughout their lives. We invest a great deal of time and training with our employees and we are looking for individuals who want to make a long-term commitment to the company. About Chatham Financial: Chatham Financial is the largest independent financial risk management advisory and technology firm. A leader in debt and derivative solutions, Chatham provides clients with access to in-depth knowledge, innovative tools, and an incomparable team of over 700 employees to help mitigate risks associated with interest rate, foreign currency, and commodity exposures. Founded in 1991, Chatham serves more than 3,500 companies across a wide range of industries - handling over $1 trillion in transaction volume annually and helping businesses maximize their value in the capital markets, every day. To learn more, visitchathamfinancial.com. Chatham Financial is an equal opportunity employer.
$73k-104k yearly est. 2d ago
Operations Specialist
MSI Company 4.7
Boca Raton, FL jobs
Support the operational and financial side of our luxury retail business. This role is critical to ensuring accurate inventory management, smooth merchandising operations, and reliable accounting support behind the scenes. Inventory management Maintain accurate inventory records for jewelry, watches, and merchandise Track incoming and outgoing inventory, transfers, repairs, and special orders Perform regular inventory counts and reconcile discrepancies Coordinate with vendors, sales staff, and management on inventory needs Merchandising support Assist with merchandising coordination, pricing updates, and product organization Maintain product data including descriptions, SKUs, pricing, and cost details Support new product launches and seasonal merchandising initiatives Accounting & administrative support Assist with accounts payable and receivable processing Reconcile invoices, vendor statements, and purchase orders Support daily sales reconciliation and reporting Maintain organized financial and operational records Assist with month-end reporting and basic bookkeeping tasks General back office operations Support internal controls and operational procedures Communicate with vendors, repair partners, and internal teams Handle administrative tasks as needed to support store operations Qualifications 2+ years of experience in back office, inventory, accounting, or operations support Retail experience preferred; jewelry or luxury goods experience a plus Strong attention to detail and organizational skills Comfortable working with inventory systems, POS software, and Excel Basic accounting knowledge (AP/AR, reconciliations, reporting) Ability to manage multiple priorities in a fast-paced retail environment What we offer A stable, long-term opportunity with a respected jewelry retailer Collaborative and professional work environment Exposure to luxury products and end-to-end retail operations Competitive compensation based on experience
$34k-58k yearly est. 2d ago
Operations Specialist I
Aon 4.7
Fort Washington, PA jobs
Aon is seeking an Operations Specialist I in Fort Washington, PA This is a hybrid role working in our Fort Washington, PA office 2 days per week. Job Responsibilities: Maintain established processes for the Affinity Life & Health program, including preparing account data for claim handling and remitting 1st reports of claims in a timely and accurate manner to our carrier partners. Perform daily QC of policy issuance and correspondence processing. Interface with the client, when necessary. Be empathic and reassuring to the client, explaining our process and assuring them that the carrier will handle the claim effectively. Work with carrier partners on claim coverage issues. Provide responses and additional documentation independently in a complete, careful and error-free way. Manage the daily Premium Suspense Report Interface with the client by email to request additional information and prepare letters to respond to client requests. Work with carrier partners. Independently provide additional information in a complete, careful and error-free way. Independently follow up with clients via email and written communication Provide back up support to Customer Service Team regarding escalated coverage issues. Other miscellaneous duties as assigned. Aon is in the business of better decisions At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organization, we are united through trust as one inclusive team and we are passionate about helping our colleagues and clients succeed. Required Experience: 1-2 years of office work experience, insurance industry experience preferred Demonstrated use of sound judgment skills with solid decision-making abilities Excellent, proven verbal and written communication skills Ability to multi-task and independently prioritize work Independent problem-solving skills Strong PC skills - proficiency in Word and Excel Strong customer service focus Ability to apply basic math skills Attention to detail with a high level of accuracy Preferred experience: Professional Liability Insurance - preferred Life, Accident and Health insurance license - preferred Proven record of claims reporting and carrier interface on claims - preferred Demonstrated knowledge and use of underwriting guidelines - preferred Education: High School Diploma or GED. Life, Accident and Health license preferred - must be obtained within 6 months of hire date How we support our colleagues In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two "Global Wellbeing Days" each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions for our colleagues as well. Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued. Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace. Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status. People with criminal histories are encouraged to apply. We are committed to providing equal employment opportunities and fostering an inclusive workplace. If you require accommodations during the application or interview process, please let us know. You can request accommodations by emailing us at or your recruiter. We will work with you to meet your needs and ensure a fair and equitable experience. For positions in San Francisco and Los Angeles, we will consider for employment qualified applicants with arrest and conviction record in accordance with local Fair Chance ordinances. Aon is not accepting unsolicited resumes from search firms for this position. If you are a search firm, you will not be compensated in any way for your submission of a candidate, even if Aon hires that candidate. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Salary range or hourly pay range for the position The salary range for this position (intended for U.S. applicants) is $45,000 to $52,000 annually. The actual salary will vary based on applicant's education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant's geographic location. A summary of all the benefits offered for this position: Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: a 401(k) savings plan with employer contributions; an employee stock purchase plan; consideration for long-term incentive awards at Aon's discretion; medical, dental and vision insurance, various types of leaves of absence, paid time off, including 12 paid holidays throughout the calendar year, 15 days of paid vacation per year, paid sick leave as provided under state and local paid sick leave laws, short-term disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts, employee and dependent life insurance and supplemental life and AD&D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and an employee assistance program that includes free counseling sessions. Eligibility for benefits is governed by the applicable plan documents and policies. #LI-BK1 #LI-HYBRID 2572161
$45k-52k yearly 5d ago
Operations Specialist I
Aon 4.7
Fort Washington, PA jobs
Aon Is Looking For An Operations Specialist I As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions as part of our Operations Support Team within Aon Affinity. This role requires a Monday - Friday in office schedule at the Ft. Washington, PA office. Aon is in the business of better decisions At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organization, we are united through trust as one inclusive team and we are passionate about helping our colleagues and clients succeed. Job Responsibilities: Manage assigned fulfillment duties Facilitate internal client relationships Maintain department productivity standards and goals Ensure compliance of standard operating procedures Liaison with other teams within Aon Affinity Insurance Services Manage inventory Coordinate policy forms and document generation, assembly, archival and retrieval Facilitate payment processing You Bring Knowledge and Expertise: Strong communication and organizational skills Demonstrated use of sound judgment skills with solid decision-making abilities Good interpersonal skills with a customer service focus Proven ability to prioritize work and complete tasks within service levels Attention to detail with a high level of accuracy Proficiency in MS Word and Excel Two years administrative general office experience Ability to apply basic math skills Ability to lift and carry a maximum of 15 lbs Preferred experience: Insurance experience P&C license Customer Service experience Education: High School Diploma or GED How we support our colleagues: In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two "Global Wellbeing Days" each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions for our colleagues as well. Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued. Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace. Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status. People with criminal histories are encouraged to apply. We are committed to providing equal employment opportunities and fostering an inclusive workplace. If you require accommodations during the application or interview process, please let us know. You can request accommodations by emailing us at or your recruiter. We will work with you to meet your needs and ensure a fair and equitable experience. For positions in San Francisco and Los Angeles, we will consider for employment qualified applicants with arrest and conviction record in accordance with local Fair Chance ordinances. Aon is not accepting unsolicited resumes from search firms for this position. If you are a search firm, you will not be compensated in any way for your submission of a candidate, even if Aon hires that candidate. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. The salary range for this position (intended for U.S. applicants) is $40,000 to $45,000 annually. The actual salary will vary based on applicant's education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant's geographic location. A summary of all the benefits offered for this position: Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: a 401(k) savings plan with employer contributions; an employee stock purchase plan; consideration for long-term incentive awards at Aon's discretion; medical, dental and vision insurance, various types of leaves of absence, paid time off, including 12 paid holidays throughout the calendar year, 15 days of paid vacation per year, paid sick leave as provided under state and local paid sick leave laws, short-term disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts, employee and dependent life insurance and supplemental life and AD&D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and an employee assistance program that includes free counseling sessions. Eligibility for benefits is governed by the applicable plan documents and policies. #LI-KH2 #LI-HYBRID 2571308
$40k-45k yearly 4d ago
Associate Operator $ 20 - 23/hr
Adecco 4.3
Rouses Point, NY jobs
Adecco is in search of candidates for Associate Operators positions for a client in St. Albans, VT. This opportunity that will allow you to enhance your career while gaining valuable production experience. Responsibilities include: Performs daily housekeeping (cleaning, organizing, stocking) activities to support and run readiness for production lines Assists with document, equipment, and material transfers to support cleaning, set-up and run of production lines Fills hoppers, cassettes, etc. with appropriate components and/or processing aids Observes running equipment and notifies Equipment and/or Line Lead of any issues Monitors and empties designated material collection points in accordance with standard operating procedures What's in it for you? Pay starting at $20 per hour, plus overtime as needed Weekly paycheck Great work schedule - Friday, Saturday, Sunday, 7am - 7pm OR 7pm-7am, 2nd & 3rd shift options too! Competitive benefit options, including medical, dental, vision, and 401(k) Bonus incentives offered for referrals Access to Adecco's Aspire Academy with thousands of free upskilling courses If you meet the qualifications below, we'd love to talk to you about this position. Apply now! Ability to read and interpret documents Must be able to lift up to 50 lbs. Good attention to detail Ability to stoop, climb ladders, or stairs, stand or sit for extended periods of time Must work well in a team environment For immediate consideration for this Associate Operator position, Apply Now! For this particular assignment, must be authorized to work in the U.S. without employer sponsorship. Pay Details: $20.00 to $23.00 per hour Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable. Equal Opportunity Employer/Veterans/Disabled Military connected talent encouraged to apply To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: The California Fair Chance Act Los Angeles City Fair Chance Ordinance Los Angeles County Fair Chance Ordinance for Employers San Francisco Fair Chance Ordinance Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
$20-23 hourly 7d ago
Conflicts Specialist
Duane Morris LLP 4.9
Philadelphia, PA jobs
JOB TITLE: Conflicts Specialist DEPARTMENT: Office Services OFFICE: Philadelphia OVERVIEW: Duane Morris LLP, a global law firm with 900 + attorneys in offices across the U.S. and around the world, offers innovative solutions to the legal and business challenges presented by today's evolving global markets. SUMMARY: Assists in the identification of potential conflicts of interest through conflicts database research of client and matter information provided by attorneys, support staff, potential new lateral attorneys; producing reports through the firm's conflict of interest database software. ESSENTIAL FUNCTIONS: • Reviewing submissions to the conflict-of-interest database for accuracy and completeness; limited research to confirm complete names and spelling to ensure accuracy of the firm's conflict of interest data. • Running conflict of interest report and special related reports and listings. • Assisting with uploading clients and matters to firm's billing system; associating related parties with matters opened. PREFERRED QUALIFICATIONS: • Ability to define, analyze and collect data, establish facts, and draw valid conclusions. • Must possess and demonstrate good oral and written communication skills. • Possess good organizational, planning and time management skills necessary to prioritize and successfully accomplish numerous tasks and projects and complete them under strict time constraints. • Good interpersonal skills necessary to communicate and interact with a diverse group of contacts and provide and request information with courtesy and tact. Service and detail-oriented work-related style required. • Work occasionally requires more than 35 hours per week to perform the essential duties of the position and could require irregular hours. EDUCATION AND EXPERIENCE: • College degree. • Minimum of one year related experience preferred. BENEFITS: Comprehensive healthcare, dental, vision, and prescription plans. Commuter, HSA and FSA spending accounts Short-term and long-term disability and life insurance coverage 401k and Pension Plan 22 PTO days, 11 paid holidays Employee Referral Bonus ($3,000.00) ACCOMMODATION STATEMENT: If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please contact Nate Maxwell at ************. CALIFORNIA APPLICANTS: Please visit our Privacy Notice and to learn about our information practices in the application and employment context. Disclaimer: The above is intended to describe the general content of and requirements for the performance of this job. It is not a contract or employment agreement and is not to be construed as an exhaustive statement of all functions, responsibilities or requirements. In addition, Duane Morris reserves the right to amend, suspend or terminate any
$66k-93k yearly est. 2d ago
Disbursement Specialist
Berlin Patten Ebling, PLLC 3.9
Sarasota, FL jobs
Berlin Patten Ebling, PLLC is an award-winning Florida law firm known for excellence, collaboration, and innovation. With offices across the state, we provide sophisticated legal services without sacrificing culture or work-life balance. Job Duties: Monitor and process daily incoming/outgoing funds & wire transfers. Enter outgoing wires into the banking system and obtain required approvals Review closing files that have been authorized for disbursement and reconcile the disbursement ledger to the closing documents. Print checks and obtain necessary attorney signatures. Accurately disburse/mail out all proceeds payments. Various other duties as assigned. Requirements: A driven, self-motivated team player who thrives in a busy environment Excel in multi-tasking and prioritizing A quick learner who follows directions well. Great attention to detail and accuracy Dependable Benefits & Perks Competitive salary based on experience, plus bonus opportunities. Health insurance benefits Retirement plan options Paid time off and holidays CLE expenses covered. Annual all-expenses-paid firm trip (after eligibility period)
$31k-57k yearly est. 2d ago
Day Hab Specialist (33275)
Birch Family Services Inc. 3.9
New York, NY jobs
To counsel, assist and train individuals with developmental disabilities in the areas of personal care, travel skills, social skills, home management and life skills in order to maximize their functioning in the community. Minimum Job Requirements: Educational: Minimum High School diploma or General Education Degree (GED). Experience: Minimum I-year experience working with developmentally disabled population preferably in a day hab, residential, health or treatment related setting preferred. Specialized Knowledge, Licenses, etc.: Specialized training in direct support provision preferred. Must complete and obtain certification in OPWDD Approved Medication Administration Course (AMAP) during probationary period and maintain AMAP certification. Valid NYS Driver's License required. Ability and willingness to be First Aid and CPR certified. Ability and willingness to obtain certification in SCIP-R Competencies and advance to Promote Competencies Demonstrated competency in written, verbal and computational skills to document records in accordance with program standards. Physical Demands: Regularly required to speak clearly and hear the spoken word well. Regularly required to utilize near vision ability to read data and documents, including spreadsheets and reports, in printed form and on computer screens. Ability to physically restrain challenging behaviors that include aggression, self-injurious, and destructive behaviors. Ability to use and navigate the public transportation system Ability to withstand excessive walking Work Environment: Noise level is consistent with levels usually present in an office, education, group home, residential, rehabilitation, industrial, workshop or health related environment. Hazards present are consistent with those common to an office, education, rehabilitation, industrial, workshop or health related environment. Working with individuals whose age ranges from 21 through adulthood Support individuals by providing opportunities to develop and enhance skills leading to independence, community inclusion and supported employments as appropriate. Examples include but are not limited to: Provide safe and clean environment for the individuals based on skill level and risks and support the safety of all individuals in everyday situations Use verbal and physical means to create a positive environment that will encourage and enable individual growth Using a holistic approach, participate in the individuals' day hab planning activities and assist in their implementation Assist the individuals in the development of social skills that will help them become integrated/included in the community Perform protective oversight while engaging in community activities Support individuals to engage in meaningful activities and assist in employment opportunities Provide opportunities for the individual to be self-advocate Perform advocate responsibilities, while demonshating respect for the processes and people involved Responsible for all documentation related to the essential function and services for the individual Adhere to the procedures for mandated reporting and responding Adhere to the NADSP code of ethics (attached) Work towards the satisfactory completion of each of the core competency goals according to the OPWDD timeline requirements Other Functions: Demonstrate respect for all people Demonstrate professional demeanor, attention to punctuality and attendance policies, reliability, flexibility, and pleasantness. Professionally interact with other staff members and with others in the community Demonstrate enthusiasm for learning the knowledge and skills required to perform the job Readily seek and accept feedback to improve performance Apply knowledge and skills gained on the job and maintain required certifications Participate in the work of the organization in a positive way by using problem solving skills Demonstrate respect for the safety of all others Perform additional responsibilities as assigned by the Senior Staff May be assigned other tasks and duties reasonably related to their job responsibilities Adhere to all rules outlined in the policy and procedures manual The position description is a guide to the critical duties and essential functions of the job, not an all-inclusive list of responsibilities, qualifications, physical demands and work environment conditions. Position descriptions are reviewed and revised to meet the changing needs of the agency at the sole discretion of management. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions unless this causes undue hardship to the company. Performance is evaluated each year based on these competencies and the NADSP code of ethics.
$35k-47k yearly est. 2d ago
Lockbox Specialist
Appleone 4.3
Lewisville, TX jobs
Job Description: Role reports to a lockbox (vault). This is a long-term role within the Receivable Operations. Production line type of environment inside a secured vault. Detailed information cannot be provided until candidate is cleared by the client: • Preparing work for digitation by extracting payments and documents from mailing envelopes • Inputting and validating data into the system • Operating high-volume document scanning machines while validating the quality of scanned images • Validating/reconciling electronic reports to paper documentation • Making judgement calls regarding routine duties while referring non-routine situations to a manager • Willingness to learn new processing functions and equipment operations is needed • Maintaining site productivity, quality, accuracy and confidentiality standards while meeting well defined goals • Ensuring that all customer and bank guidelines are followed as it relates to operations, internal audit, security and general practices Requirements: • At least 7 years of USA residence history • Proof of US Citizenship - us birth certificate, passport, permanent resident card, certificate of US citizenship or Naturalization • State Issued form of ID (ID/Driver's license) MUST BE VALID and not expired • Data Entry skills • Ability to pass in-depth background check and credit worthiness • Willing to work in a high security production environment while adhering to strict regulations including no cell phones/smart watches on production floor • Ability to sit, stand, walk and lift up to 50 lbs • No time off in first 90 days Shifts Available/Pay Rates: 2nd Shift: M-F 3:30 pm-12 am ($22/hr) Weekend: Fri - Mon 7am-5:30pm ($22/hr) Equal Opportunity Employer / Disabled / Protected Veterans The Know Your Rights poster is available here: *********************************************************************************** The pay transparency policy is available here: ******************************************************************************************** For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required. We are 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 contact your staffing representative who will reach out to our HR team. AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program. ********************************************** Contents/E-Verify_Participation_Poster_ES.pdf We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
$22 hourly 4d ago
Maximo Specialist
Brooksource 4.1
Fort Worth, TX jobs
Our Federal Systems integrator is seeking an experienced Maximo Specialist to support a aviation asset management program with a government partner. This role supports a highly regulated, mission-critical environment and requires a consistent on-site presence in Fort Worth, TX. The Maximo Specialist will serve as a key on-site resource responsible for coordinating delivery activities, supporting system operations, and acting as a liaison between business stakeholders and technical delivery teams. This individual will play a critical role in ensuring the stability, enhancement, and effective use of IBM Maximo in support of aviation operations. Key Responsibilities Serve as the primary on-site Maximo subject matter resource for day-to-day operations Coordinate delivery activities related to IBM Maximo enhancements, sustainment, and operational support Work closely with functional consultants, developers, and stakeholders to support Maximo workflows Translate operational requirements into actionable tasks and priorities for delivery teams Manage timelines, dependencies, and risks across Maximo-related workstreams Facilitate on-site meetings, status updates, and stakeholder communication Support documentation, reporting, and compliance requirements in a regulated environment Ensure system reliability and alignment with operational and regulatory needs Required Qualifications Hands-on experience working with IBM Maximo in a delivery or operational capacity Strong understanding of enterprise asset management (EAM) systems and processes Experience supporting complex or regulated environments Ability and willingness to work on-site full-time in Fort Worth, TX Strong communication and stakeholder coordination skills Preferred Qualifications Experience supporting aviation, transportation, defense, or government programs Familiarity with Maximo modules such as Asset Management, Work Management, or Preventive Maintenance Experience supporting long-term operational or sustainment-based programs Experience working in client-facing or consulting environments Why This Role Long-term, stable aviation program with strong stakeholder engagement High-impact, on-site role supporting mission-critical operations Opportunity to serve as a trusted Maximo expert within a complex delivery environment
$56k-106k yearly est. 1d ago
Yardi Specialist
Picerne Group 4.3
Newport Beach, CA jobs
Founded in 1988 by Kenneth Picerne, The Picerne Group is an investment company that focuses on distressed debt, apartment acquisition, land acquisition, entitlement and apartment development. The Picerne Group creates above market returns by strategically capitalizing on its most significant competitive advantage: the ability to finance the acquisition of unentitled land. The Picerne Group acquires premium sites for multifamily development in areas that are supply constrained and have growing employment. The Picerne Group's development business focuses on Class A properties in its core markets of Southern California, Denver and Las Vegas. The Picerne Group is positioned to capitalize on rare development opportunities because of its liquidity and banking relationships. Additionally, its entrepreneurial yet professional approach to investing allows the company to take measured entitlement risk that institutional investors and less well capitalized sponsors cannot. Job Description Overview The Yardi Administrator will be the in-house Yardi expert, responsible for technical support, platform management, integrations, and implementations for corporate and a portfolio of operating apartment properties. This role requires a strong understanding of the Yardi multi-family platform and will be the main point of contact for our corporate and on-site team to ensure timely resolution of support issues. Essential Duties Provide day to day operational troubleshooting for our corporate and on-site property users Identify areas of improvement for our current Yardi modules, which include but are not limited to, Property Management, RentCafe, GL, Procure to Pay, Payscan, Maintenance IQ, Job Cost and Investment Management, for both Yardi Voyager and Elevate platforms End-to-end project management Input and manage escalated Yardi tickets from internal team Serve as liaison for new property set up for operations once construction is completed Create and update leases and addendums in Yardi usings FillDocs Test and troubleshoot integrations, upgrades, and new modules Collaborate with new partnerships and Yardi for integration and programming Complete, manage, and maintain report scheduling and task optimization Create custom reports as needed Manage and review Yardi billings Identify opportunities and prioritize new products and initiatives Attend annual Yardi conference Manage Yardi users (add, disable, maintain security settings, etc.) Assist Accounting with the following requests: Create GL accounts Update account trees Update security for access Update/edit/remove permissions Update/edit/remove roles and workflows Create and setup entity/property/job Update/edit/remove roles Setup out of office Troubleshoot any issues with the above Additional duties or responsibilities as assigned Qualifications Multi-family experience required Knowledge of accounting principles preferred 5+ years of Yardi experience including both property accounting and technical support/system administration Intermediate knowledge of SQL, custom reporting, and technical support in Yardi Strong project management skills and understanding of system integrations Advanced excel skills Strong attention to detail, problem-solving and process improvement skills Must be a team-player who takes initiative Strong communication skills required Must have a passion for learning new technology and developing innovative solutions Report to: Corporate Controller Salary Range: $95,000-$125,000 Placement within this compensation range will be determined by the candidate's knowledge, experience and skills.
$40k-47k yearly est. 5d ago