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Operations Coordinator jobs at First Horizon Bank - 1177 jobs

  • Banking Center Operations Coordinator

    First Horizon Corp 3.9company rating

    Operations coordinator job at First Horizon Bank

    Weekly Scheduled Hours: Monday-Thursday 9am-4pm Friday 9am-5pm Saturday 9am-1pm Provides supervision and support to the tellers to ensure that the staff provides maximum customer service in a professional manner. Monitor and train the transactional processing staff in supporting all bank marketing efforts and cross-sell products. Responsible for ensuring compliance of all policies and procedures affecting the day-to-day operations. Perform related duties as required to assist in achieving banking center goals. Provide quality, accurate and timely customer service involving daily processing of financial transactions in a retail environment, which include the duties and responsibilities described herein. ESSENTIAL DUTIES AND RESPONSIBILITIES Operational efficiency * Oversee center cash operations including cashboxes, vault, ATM, and TCRs to ensure center cash is managed, balanced, and secured within the established limits following bank policy. * Process client transactions accurately and efficiently and using sound judgment when providing approvals and overrides to safeguard against fraud and errors. * Stay informed on operational updates and communicate critical policy, procedure, and compliance changes or alerts to the team. * Manage access controls by ensuring proper dual control where applicable, and uphold secure handling of keys, combinations, and sensitive assets in accordance with bank procedures. * Mitigate the bank's risk as outlined in the Compliance and risk management section below including assisting with cash audits and ensuring accurate record retention. Compliance and risk management * Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics. * Lead the Operational Performance of the banking center through maintaining control over key risk areas of the center, including tellers' difference, operational losses, and audit control procedures, resolution of out-of-balance conditions, compliance, and quarterly and annual audit functions. * Ensure all audit and security policies and procedures are followed during open hours and at banking center opening and closing. * Control the inventory of cash, Official Checks and Personal Money Orders through dual control. Client experience * Lead the Client Experience efforts of the banking center, including delivering excellent client experiences consistently and promptly resolve client issues effectively. * Ensure an excellent overall client experience by assisting clients with select service needs. * Responsible for ensuring proper control and maximum efficiency in transactional processing. Provide transactional processing support in order to keep client wait times to a minimum. * Enhance individual knowledge to better serve clients by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning. Sales and service * Cross-sell and make referrals to bank partners to generate new business and deepen existing client relationships. * Explain product benefits, changes, restrictions, requirements, and any other relevant product information to clients, prospects, and associates. Team management * Maintain workflow and handle scheduling the associates supporting financial transactions. * Observe, coach, and lead the transactional processing team to ensure all strategic initiatives are executed effectively. * Assist in evaluating employee performance and counseling when needed. * Assist in determining and satisfying training needs and establish performance plans. * Conduct meetings to develop a communication line to explain and institute new policies and to ensure continuous development of staff. * Assist in conducting meetings to promote sales, product knowledge and client service Perform all other job related duties as assigned QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position: 1. High school diploma or GED required Bachelors degree preferred and 2-5 years of experience or equivalent combination of education and experience COMPUTER AND OFFICE EQUIPMENT SKILLS 1. Microsoft Office suite CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc) None required DeGarmo Behavioral Assessment Requirement * All candidates must complete the DeGarmo Retail Behavioral Assessment to be considered for this position * The assessment takes approximately 12-15 minutes to complete * Assessment results must be submitted prior to having your application evaluated by Talent Acquisition About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights * Medical with wellness incentives, dental, and vision * HSA with company match * Maternity and parental leave * Tuition reimbursement * Mentor program * 401(k) with 6% match * More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube
    $30k-36k yearly est. 3d ago
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  • Associate, Investment Operations Associate

    Blackrock 4.4company rating

    Philadelphia, PA jobs

    **About this role** BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and multi-asset. We deliver world-class service to all of our clients, from wealth advisors to family offices to endowments and foundations. **About the Role** BlackRock SMA Solutions empowers clients to customize portfolios for tax efficiency, values alignment, and unique investment exposures across direct indexing, fixed income, active equity, and multi-asset strategies. We serve a diverse client base from wealth advisors and family offices to endowments and foundations. As we continue expanding globally, we're seeking an Investment Operations Associate who can support middle office functions for our tax managed strategies. **Responsibilities** - Perform daily cash and position reconciliation of several thousand separately managed accounts. - Collaborate with custodians, brokers, and internal partners to resolve issues related to daily processes, daily data delivery, trade settlement, and security setup. - Work on projects to streamline operations, automate processes, and reduce errors. - Monitor the posting of corporate actions and trades in our internal portfolio accounting system. - Respond to various internal and external client inquiries and requests. - Set up new custodians, platforms, and interfaces. - Ensure continuous process optimization and improvements are in place for a best controlled, risk handled, and scalable operations service team. - Other duties as assigned. **Requirements** - Bachelor's degree required. Preferably in business, math, finance or related fields. - 2-5 years of experience in operations at an investment management firm. - Background in portfolio accounting and middle office functions is a must. - Experience in working with long short strategies is preferred. - Track record of working in teams to support operational processes. - Proven ability to build strong relationships with senior management, key clients, and internal/external stakeholders (e.g. Portfolio Managers, Custodians, Brokers). - Exceptional attention to detail and problem solving abilities. - Strong proficiency in Microsoft Excel (VLOOKUP, pivot table, formula driven data scrubbing, VBA) is a plus. - Ability to operate/prioritize effectively and adhere to tight deadlines. - Demonstrated ability to be flexible and adapt to changing circumstances. For Philadelphia, PA Only the salary range for this position is USD$95,000.00 - USD$127,500.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. **Our benefits** To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. **Our hybrid work model** BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. **About BlackRock** At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit @blackrock (****************************** | Twitter: @blackrock (****************************** | LinkedIn: ********************************** BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. **View the** **EEOC's Know Your Rights poster and its supplement (************************************************************************************************************ **and the** **pay transparency statement (************************************************************************************************* **.** BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com . All requests are treated in line with our privacy policy (**************************************************************************************** . BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
    $95k-127.5k yearly 6d ago
  • Associate, Investment Operations Associate

    Blackrock, Inc. 4.4company rating

    Philadelphia, PA jobs

    About this role BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and multi-asset. We deliver world-class service to all of our clients, from wealth advisors to family offices to endowments and foundations. About the Role BlackRock SMA Solutions empowers clients to customize portfolios for tax efficiency, values alignment, and unique investment exposures across direct indexing, fixed income, active equity, and multi-asset strategies. We serve a diverse client base from wealth advisors and family offices to endowments and foundations. As we continue expanding globally, we're seeking an Investment Operations Associate who can support middle office functions for our tax managed strategies. Responsibilities Perform daily cash and position reconciliation of several thousand separately managed accounts. Collaborate with custodians, brokers, and internal partners to resolve issues related to daily processes, daily data delivery, trade settlement, and security setup. Work on projects to streamline operations, automate processes, and reduce errors. Monitor the posting of corporate actions and trades in our internal portfolio accounting system. Respond to various internal and external client inquiries and requests. Set up new custodians, platforms, and interfaces. Ensure continuous process optimization and improvements are in place for a best controlled, risk handled, and scalable operations service team. Other duties as assigned. Requirements Bachelor's degree required. Preferably in business, math, finance or related fields. 2-5 years of experience in operations at an investment management firm. Background in portfolio accounting and middle office functions is a must. Experience in working with long short strategies is preferred. Track record of working in teams to support operational processes. Proven ability to build strong relationships with senior management, key clients, and internal/external stakeholders (e.g. Portfolio Managers, Custodians, Brokers). Exceptional attention to detail and problem solving abilities. Strong proficiency in Microsoft Excel (VLOOKUP, pivot table, formula driven data scrubbing, VBA) is a plus. Ability to operate/prioritize effectively and adhere to tight deadlines. Demonstrated ability to be flexible and adapt to changing circumstances. For Philadelphia, PA Only the salary range for this position is USD$95,000.00 - USD$127,500.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. Our benefits To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. Our hybrid work model BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. About BlackRock At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: ********************************** BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC's Know Your Rights poster and its supplement and the pay transparency statement. BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com. All requests are treated in line with our privacy policy. BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
    $95k-127.5k yearly 6d ago
  • Associate, Support Operations

    Capital One Financial Corporation 4.7company rating

    Richmond, VA jobs

    Associate, Support Operations. This role will provide onsite customer support for a geographically dispersed enterprise workforce. Responsible for providing technology support operations including, but not limited to, end user support, IT incident Ma Operations, Support, Associate, Operation, Management, Banking, Manufacturing, IT
    $73k-93k yearly est. 6d ago
  • Operations Associate - Commercial Loan Servicer

    Capital One 4.7company rating

    Richmond, VA jobs

    Are you looking for a challenging role that includes the convenience of working virtually at home? Then a Capital One Commercial Ops role may be the role for you! You must be within 50 miles driving distance from one of our Capital One hubs in Richmond, VA or Plano, TX. Capital One Commercial Core Operations is looking for an experienced candidate to support the growing Commercial Loan Servicing Operations Team. In this role you will support syndicate participant loans for a variety of Corporate Banking Lines of Businesses, handling day to day loan activity and maintenance. The role includes analytical components related to various loan accruals and manual calculations with ongoing reconciliation and remediation. Strong communication skills and product knowledge are critical to success, as well as working collaboratively among stakeholders to help facilitate ongoing change management. Responsibilities: * Perform high volume, complex monetary and non-monetary transactions on Commercial Loans ensuring service levels are met in terms of timeliness, accuracy, quality and customer service. * Ability to work both independently and collaboratively through projects and day to day functions. * Utilize lessons learned and previous experience to perform complex research and adjustments to loan system data. * Facilitates teamwork and continuity. * Solid knowledge required for the role and pursues new knowledge proactively. * Positively accepts change and engages productively with team and relevant stakeholders. * Communicate with lines of business partners and other managers regarding loan transactions and exceptions. * Manage a portfolio of active credit facilities as the Loan Operations Servicer for a variety of Bilateral loans for the Commercial Corporate Banking line of business * Process loan requests (disbursements, pay downs, payments, etc.); interest and exchange rate fixing, interest and fee calculations, billing and liquidations * Communicate directly with Customers for all loan related requests (ie. resolving and expediting inquiries, discrepancies, and other special requests) * Strong written and verbal communication skills are required on a daily basis to maintain and provide customers with a consistent high level of service * Coordinate loan trading activity, including settlement coordination, obtaining required consents, and updating/maintaining the loan register * Work closely with respective business units and other internal partners to align needs and provide support as needed * Manage all exception and maintenance reporting for cash breaks analysis, reconciliations of interest, fees etc. * Complete comprehensive testing of system enhancements * Review of, and extraction from, legal documents for compliance, interpretation and operational viability and support * Develop, design, and implement inter-departmental controls and risk reducing processes with the primary goal of maintaining accurate books and records * Prepare and submit periodic (daily and above) departmental and team reports and metrics * Establish and maintain Customer Satisfaction as the singular priority * Manage multiple workflow tools including Gmail, Salesforce, Customer Hotline Work from Home Technology Requirements: * A secure home office environment that is free from background noise and distractions * A reliable private internet connection that is not supplied via cellular data or hotspot * A private network that is password protected where you have ownership or line of sight to every device on the network * Internet service must be provided by Cable or fiber Internet Service Provides (ISP) * Hotspots and satellite services are prohibited and do not meet performance criteria required for optimal agent/customer interactions * ISP download speeds on VPN must be at least 5Mbps, with 10+ Mbps preferred * To validate ISP speeds from a Chrome browser, go to *************** type Speed Test and run from the Google landing page * Both Hardwire and WiFI internet connections are acceptable as long as speed and security requirements are met Capital One reserves the right to request proof of internet provider, speed and service package from the associate. Requirements are subject to change, as new systems and technology are delivered. Capital One reserves the right to modify internet service requirements with sixty (60) days notice. Internet Service Provider specs can change by provider and location within the US. If you are experiencing consistent issues with internet stability Capital One reserves the right to ask the agent to upgrade internet service to ensure a good customer experience. Work from Home Living Requirements: * Candidates must live within approximately 50 miles of one of the hub locations based in 23238 or 75024 and be comfortable coming in person whenever required with no less than 24 hours notice. Basic Qualifications: * High School Diploma, GED or equivalent certification * At least 1 year of experience in Banking Operations * At least 1 year of experience with Microsoft Office (Outlook, Excel, Word, PowerPoint) or Google Suite (Sheets, Slides, Docs) Preferred Qualifications: * Bachelor's Degree or military experience * 2+ years of systems experience in ACBS * 2+ years of systems experience in Salesforce * 2+ years of experience with Microsoft Office (Outlook, Excel, Word, PowerPoint) or Google Suite (Sheets, Slides, Docs) * 2+ years of Bilateral Loan Closing or Bilateral Loan Servicing experience * 2+ years of experience in Commercial Banking Operations At this time, Capital One will not sponsor a new applicant for employment authorization for this position. #CommOps The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Plano, TX: $66,700 - $76,100 for Ops Associate Richmond, VA: $66,700 - $76,100 for Ops Associate Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to ********************** Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
    $66.7k-76.1k yearly 6d ago
  • Associate, Investment Operations Associate

    Blackrock, Inc. 4.4company rating

    Philadelphia, PA jobs

    BlackRock SMA Solutions empowers clients to customize portfolios for tax efficiency, values alignment, and unique investment exposures across direct indexing, fixed income, active equity, and multi-asset strategies. We serve a diverse client base fro Operations Associate, Associate, Operations, Investment, Portfolio Manager, Accounting, Manufacturing
    $69k-96k yearly est. 6d ago
  • Trading & Operations Associate

    Advisor Group 3.9company rating

    New York, NY jobs

    Current Employees and Contractors Apply Here Osaic Careers Asset Management Opportunity in Financial Services Trading and Operations Associate Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants located must be willing to work this schedule. Osaic is not considering remote candidates at this time. Role Type: Full time Salary: $75,000 - $80,000 per year + annual performance-based bonus Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education. Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: Osaic Benefits. Summary: Ladenburg Thalmann Asset Management (LTAM), a member of Osaic, is a registered investment advisor with over $7 billion assets under management. We are seeking a dedicated self-starter to add to the Asset Management team as a Trading and Operations Associate. Candidates must be extremely detail oriented with exceptional communication skills. Responsibilities: Trading Tasks Actively trade and rebalance the model portfolios comprised of ETFs and mutual funds Generate orders in accounts using various systems Monitor concentration percentages of each fund for trading and risk management Monitor cash flows in accounts and execute trades accordingly Answer advisors' questions on all trading activity, market analysis and portfolio rebalancing Verify previous day's trades Invest new accounts and track dollar cost averaging schedule for partially invested accounts Track and monitor accounts with systematic withdrawals, restricted positions, pending distributions and any other exceptions Receive and process all account servicing forms for certain platforms (withdrawals, beneficiary updates, address changes) Review the firm's five strategic asset allocation for adjustments to the portfolios along with the investment policy committee Create dispersion report for accounts with restrictions Provide updated model allocations to appropriate platforms and verify changes have been made All other duties as assigned Operational Tasks Account servicing tasks such as processing withdrawals, beneficiary updates, address changes, etc. Establishing accounts on Black Diamond and various custodial platforms Monitoring cash flows in accounts and trade and bill accordingly Preparing assets under management, projected revenue and profitability reports for executives Education Requirements: Bachelor's degree is required. Basic Requirements: 2-5 years' experience in a similar professional capacity Excellent verbal and written communication skills Dedicated work ethic and strong organizational skills Willingness to work extended hours in order to meet project deadlines Ability to work independently with little or no direction Must possess excellent computer skills and be proficient using Microsoft applications including Excel, Word, PowerPoint and Outlook. Preferred Requirements: FINRA Series 7 preferred Accounting experience Current Employees and Contractors Apply Here
    $75k-80k yearly 6d ago
  • Treasury Operations Specialist

    Brixmor Property Group Inc. 4.5company rating

    Conshohocken, PA jobs

    Join our Treasury team to ensure efficient cash flow management, optimize liquidity, and maintain strong banking relationships. This role combines operational execution with compliance oversight and technology support. Responsibilities: Cash Forecasting & Reporting: Monitor daily cash positions, prepare reports, and facilitate wires/transfers. Prepare executive level weekly summary for the CFO and CAO. Banking Administration: Manage account openings, signatory updates, oversee fee's and maintain ACH blocks. Compliance & Controls: Support SOX compliance and ensure adherence to treasury policies. Technology & Process Improvement: Leverage treasury systems and recommend process enhancements. Assist in automation initiatives for cash reporting Handle adhoc projects and assist the VP of Cash Management with various analyses. Collaborate with Accounts Payable, Accounts Receivable and IT to enhance treasury technology Qualifications: 2- 4 years of treasury, cash management or banking experience required Proficiency in treasury management systems (e.g., Treasura and Excel) Understanding about treasury, banking and payment processes Familiarity with bank cash management systems Ability to work cross-functionally and adapt in a fast-paced environment Strong communication, organizational, and interpersonal skills Detail-oriented, analytical, and collaborative team player Motivated individual who is a team player with a positive attitude Why Join Us? Gain exposure to corporate treasury operations and contribute to process improvements in a dynamic environment. Brixmor offers a hybrid work schedule (first three days of the week in the office, the balance remote optional), very competitive pay commensurate with background and responsibilities plus a benefits and perks package that supports career engagement, growth, good health and connection with teammates and our communities. Brixmor offers very competitive pay commensurate with background and responsibilities plus a benefits and perks package that supports career engagement, growth, good health and connection with teammates and our communities. EOE (Brixmor is an Equal Opportunity Employer)
    $64k-75k yearly est. 4d ago
  • Project Coordinator

    Blackrock Resources 4.4company rating

    Houston, TX jobs

    You must be able to work in the U.S. without sponsorship. No C2C or 3rd parties, please. Project Coordinator in Houston, TX $27 - $29/hr. Contract role with hybrid schedule (Monday, Tuesday, & Thursday in office, Wednesday & Friday work from home) We're seeking a detail-oriented Project Coordinator to support project teams by ensuring projects and programs are planned effectively, aligned with strategic objectives, and delivered against key performance metrics. This role partners closely with Project Managers and cross-functional teams to help manage scope, schedule, cost, and risk throughout the project lifecycle. What you'll do: Coordinate project activities to support the Project Manager in defining scope of work Develop, update, and maintain the Project Execution Plan (PEP) Support full project lifecycle activities including scope, budget, schedule, execution, and reporting in alignment with Project Delivery Standards Ensure approved scope and cost changes are incorporated into cost tracking and forecasting Coordinate and facilitate meetings and prepare weekly project status reports Maintain the project risk register and support development of risk management plans Partner with Project Schedulers and Project Controllers to align cost, risk, and schedule; identify variances and support corrective actions Compile project updates from team members and present them for PM review Assemble documentation for Gate Readiness and Assurance Reviews; prepare presentations as needed Support bid activities including SOW development, RFP coordination, and contract reviews Act as a liaison between project teams and functional groups to support effective execution Document supplier and contractor performance issues and partner with Quality teams to mitigate risks Support PHMSA reporting requirements as applicable Contribute to continuous improvement of project management tools and processes Maintain a strong focus on health, safety, and environmental compliance What we're looking for: Bachelor's degree in Engineering, Construction Management, or Project Management 1-3 years of industry experience (early career candidates encouraged) Strong organizational, communication, and coordination skills Ability to work independently while collaborating with cross-functional teams Experience with Microsoft Word, Excel, PowerPoint, and Windows-based tools Strategic mindset with the ability to identify risks, solve problems, and add value Curiosity, initiative, and a desire to grow within the energy industry Nice to have: * Exposure to project management, cost controls, or scheduling concepts * Database management, data modeling, or PowerBI experience This is an excellent opportunity for an early-career professional to gain broad project exposure, build foundational project management skills, and grow within a collaborative team environment. Interested candidates may send their resumes directly to Brandon at bgreen@blackrockres.com #LI-DNI
    $27-29 hourly 6d ago
  • Analyst, Loan Settlement Operations Analyst

    Cantor Fitzgerald, LP 4.8company rating

    Jacksonville, FL jobs

    We are seeking an enthusiastic and detail-oriented individual to join our Loan Settlement team. The Operations Analyst will play a crucial role in facilitating the settlement of various loan products, working closely with multiple teams to ensure acc Operations Analyst, Analyst, Settlement, Operations, Payment Processing, Microsoft, Manufacturing
    $54k-75k yearly est. 2d ago
  • Operations Coordinator

    Capitol 4.1company rating

    Charlotte, NC jobs

    ABOUT US: Founded in 1997 by Laura Vinroot Poole, Capitol is a luxury clothing boutique in Charlotte, North Carolina that features designs from Valentino, Giambattista Valli, Gabriela Hearst, and along with high-end jewelry and accessories by Marie-Helene de Taillac, Irene Neuwirth and The Gem Palace. On the second floor of the store is Capitol's sister store, Poole Shop. The selection of contemporary womenswear is curated from around the world by Laura to ultimately create an immersive, continuous shopping experience. In March 2019, Capitol opened its second location in the Brentwood Country Mart, affectionately known as Capitol Brentwood. Originally founded in 1948, the Brentwood Country Mart is a beloved retail village located on the west side of Los Angeles that is known as a collection of the best stores in the world - the perfect new home for Capitol. Laura partnered with her best friend, celebrated jewelry designer Irene Neuwirth, to create an Irene Neuwirth shop-in-shop, which houses the largest collection of her jewelry outside of Irene's West Hollywood flagship. For nearly three decades, Capitol has brought femininity and attitude, vibrant patterns and colors, and endless style to women in Charlotte and beyond. The store's effortless eye for design and talent, both inside and outside the thoughtfully curated walls of the flagship store, has established Capitol as the premiere boutique of the south OUR MISSION: We are dedicated to inspiring extraordinary women and men. We are committed to excellence, lead with compassion, and encourage creativity. We are present, committed to growth and evolution, and respect ourselves and others. We are humble and generous in all we do. JOB TITLE: Operations Coordinator Reports to: Chief of Staff Salary Range: $48,000-52,000 per year ($23-25 an hour) based on experience. OVERVIEW: The Operations Coordinator is a crucial role responsible for the successful management and oversight of inventory flow for Capitol Charlotte, Capitol Brentwood, and Poole Shop. This position requires a comprehensive understanding of the merchandise lifecycle, from arrival to sale, ensuring each item has the optimal opportunity to sell at full price. This role is integral to the success of the stores and significantly impacts both the buying and selling cycles. KEY AREAS OF RESPONSIBILITY 1. Inventory Management Order Confirmation Timely review of order confirmations for Capitol Charlotte/Brentwood and Poole Shop. Collaborate with the buying team on any necessary order revisions. Communicate with vendors to resolve all inaccuracies and confirm orders. Receiving and Processing (Capitol Charlotte & Poole Shop) Import Purchase Orders (POs) into Lightspeed. Confirm packing slips/invoices against the physical units received. Complete the receiving process by circling receipts in the order book, noting the total retail value received, and updating the delivery log. Handle garments with care, including steaming and tagging. Pull items for client requests and hand off to the sales team. Communicate new arrivals to sales teams via Slack. Submit vouchers and invoices to the accounting team for financial accuracy. Shipping & Logistics Respond promptly to vendors regarding inbound shipments. Daily tracking of all inbound and outbound shipments. Notify the sales team via Slack when client approvals have been returned. Delivery Log Management Maintain the delivery logs daily as new merchandise arrives. Provide the team with a real-time percentage of a collection that has shipped. Retail Planning & Vendor Relations Keep the retail planning sheet organized and current. Contact vendors whose ship windows are approaching or past to request an update on outstanding orders or payment holds. Negotiate new terms (e.g., consignment, cancellation, discount) for late-arriving merchandise. Returns to Vendor (RTVs) & Swaps Partner with the buying team and execute all necessary steps for RTVs and swaps. Coordinate the return shipment with the vendor. Properly remove the item(s) from Lightspeed and document the return on the PO. Follow up with the accounting team to confirm that funds have been refunded or credited. Trunk Shows Assist with the merchandising and preparation for trunk shows and store events. Input trunk show inventory into Lightspeed clearly for the team, facilitating final sales processing. Send final sales reports to the vendor, copying accounting.. Create a vendor return and ship back remaining merchandise promptly, in the condition it arrived. Accounting Support / Partner With Controller Partner closely with the Controller on all inventory management and cost changes. Update Lightspeed and vouchers promptly if there are any cost or retail price changes. Check incoming mail daily. Send all inventory-related mail and documentation to Lisa on a weekly basis. 2. Buying Team Support & Inventory Lifecycle Order Administration Assist the Buying Team with data entry of seasonal market orders into an Excel template. Reference order notes and photo streams to associate client names with specific requested styles. Markdowns Generate and distribute a master list of non-markdown inventory to the sales team, based on carryover lists and time at full price. Liquidation Collaborate with the buying team to determine the optimal timing for merchandise liquidation. Neatly package merchandise for shipment to the liquidator. Create an invoice and negotiate a final offer with liquidators such as UAL, TheRealReal, or LGS. Involve the accounting team to ensure funds are received. Shrink Management Generate a shrink report after merchandise has been placed on approval for liquidation. Share the report with the sales team for reconciliation. Report the final total retail value of shrink to the Buying Team. 3. General Operations & Culture Act as a leader within the organization. Maintain a clean, organized, and positive working environment. Partner with the sales team to elevate the company's overall customer service standards. Interface with customers, vendors, and internal staff in a positive and timely manner. Contributes to the positive team efforts of both the store and the company. Makes suggestions to improve daily store sales, operations, and overall client flow. Performs other duties as required or requested to ensure the smooth operation of the store. Must be able to lift over 35 lbs. Ensure management is promptly notified of any challenges or issues impacting the company or the customer. Attend team meetings as requested Capitol provided the following inclusive hiring information: We are an equal opportunity employer and considers all qualified applicants equally without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, or disability status. Job Type: Full-time On-site Experience: Fashion Retail: 1 year (Preferred) Work Location: In person
    $48k-52k yearly 5d ago
  • DEPOSIT OPERATIONS SPECIALIST

    Auburnbank 3.9company rating

    Auburn, AL jobs

    JOB DESCRIPTION: Deposit Operations Specialist DEPARTMENT/DIVISION: Deposit Operations WAGE CLASSIFICATION: Non-Exempt REPORTS TO: AVP-Deposit Operations SUPERVISES: No supervisory responsibilities This role plays a key part in ensuring the accuracy and efficiency of deposit-related activities, regulatory compliance, and internal controls. Will handle account discrepancies and verify and update customer information on the system. Responsible for providing excellent customer service. ESSENTIAL DUTIES AND RESPONSIBILITIES Process, check adjustments, stop payments, returned deposits, foreign checks and foreign currency purchases/sells Review and reconcile daily reports to ensure transaction accuracy Review and maintain deposit account records and documentation including Customer Identification Policy (CIP) information in accordance with regulatory and internal policies Respond to internal inquiries and resolve deposit-related discrepancies Assist in fraud detection and prevention activities Process and maintain records for levies and garnishments Support the implementation of new deposit products and system enhancements Participate in audits and compliance reviews as needed Train on all duties within the department Responsible for monthly, quarterly and annual Board reports Other duties as assigned This position is considered non-exempt and is eligible for overtime for hours worked in excess of 40 per week under the Fair Labor Standards Act. QUALIFICATIONS High School Diploma or GED equivalent Minimum 1 year experience in banking, bookkeeping or related experience Proficient in Microsoft Office including Word, Excel, PowerPoint and Outlook PREFERRED QUALIFICATIONS Bachelor's degree in Accounting, Finance, or related field Previous deposit operations experience SKILLS & COMPETENCIES Must establish and maintain effective working relationships Excellent communication skills, both written and verbal- ability to clearly and concisely present information Highly professional with strong phone etiquette Ability to answer phones for extended periods Must conduct work timely with accuracy Ability to maintain confidential information Ability to work in a constant state of alertness and in a safe manner Ability to follow the policies and rules Understanding of banking regulations including Reg CC, Reg E, and Bank Secrecy Act Knowledge of bank products A high level of attention to detail is required in order to effectively manage and meet multiple deadlines Requires basic math knowledge and ability to use logic in problem solving Ability to transport/lift up to 25 lbs. Requires extended periods of sitting or standing; Requires manual dexterity Regular and predictable attendance Ability to adapt to stressful situations May be called upon from time to time to participate with community organizations and in community projects Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or any other classification protected by law. AuburnBank is a Drug Free Workplace.
    $34k-47k yearly est. 6d ago
  • Operations Analyst - Global Payment Operations Wires Customer Service

    Bank of America 4.7company rating

    Richmond, VA jobs

    Richmond, Virginia **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (****************************************************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! The **Global Payment Operations (GPO)** organization delivers global wire transfers and ACH payments for internal and external bank clients and supports end-to-end payment execution and investigations for transactions initiated through various channels. The team also provides sanctions screening on transactions for multiple products, in accordance with policies established by the Global Economic Sanctions Compliance team. **Job Description:** This job is responsible for analyzing the day-to-day issues, researching, and providing resolution for various issues identified within a business unit. Key responsibilities include supporting defined procedures, routine analytics, and creating reports and completing exception processing. **Responsibilities:** + Inbound Call Center Customer Service Rep receiving calls including day-to-day analysis, research and resolution of varied problems related to ACH + Responsible for reviewing inquires from our financial institution clients utilizing SWIFT to communicate between Bank of America and other Financial institutions to resolve any open quires on post settlement payments + Functions include administering defined procedures, analysis and report generation, and exception processing + Contact both external banks and internal clients to resolve any inquiries on payments using the GIN system to work on individual cases + Aid clients in queries surrounding payments post settlement, queries include amendments, return of funds, bene claims nonreceipt of funds, recall of funds + Assists with coordination of implementation for products, services, and operational solutions + Supports the design, documentation, implementation, and monitoring of new products and services + Provides guidance regarding procedural, technical, and operational changes + Expands business products knowledge within operations environment + Builds network by developing relationships with partners and teammates + Inspects data to identify issues and trends + Collects and interprets data to validate operational processes **Required Qualifications:** + Minimum of 1 year call center experience + Must be able to Multitask using various systems/applications as well as different tasks at different times. + Exceptional Customer Service experience and excellent oral and written communication skills + Typing and Data entry experience + Excellent time management and prioritization skills, with ability to meet deadlines under pressure + Experience with working independently and on teams + Experienced with Microsoft Office Suite, especially Excel + Experienced with managing multiple priorities and multi tasks **Desired Qualifications:** + Experience receiving at least 40+ USD Wire or ACH calls throughout the business day, + Expert level Excel experience + Working knowledge of payment investigations system + Electronic Wiring and Financial industry experience + Business, Finance, Accounting, Economics, or similar major preferred **Skills:** + Attention to Detail + Customer and Client Focus + Monitoring, Surveillance, and Testing + Process Performance Management + Research + Adaptability + Business Analytics + Critical Thinking + Reporting + Written Communications + Data Management + Policies, Procedures, and Guidelines Management + Process Design + Process Effectiveness + Strategic Thinking **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $64k-104k yearly est. 6d ago
  • Partner Custodian Operations Specialist

    Asset Mark 4.1company rating

    Chicago, IL jobs

    AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. We provide investment, relationship, and practice management solutions that advisors use in helping clients achieve wealth, independence and purpose. Position Summary The Account Operations Team is responsible for handling all client-directed requests on existing AssetMark accounts. This can include anything from an investment change to a withdrawal, to a beneficiary update. The primary goal of a Specialist is to ensure requests are addressed and processed timely, accurately and with the client's intention at top of mind. A Specialist will ensure client requests are in good order and provide clear, emotionally connected communication to Advisors and their staff to resolve any outstanding items. Key performance measures include accuracy, productivity, contact quality, and ability to work and engage effectively on a team. Each Specialist will be assigned a primary work group/team on Account Operations based on proficiency need, capacity requirements, tenure and skill. These teams include: Money In and Maintenance, Money Out, Move Money, and Partner Custodian. Each team will work closely to ensure service levels are achieved daily, processes are improved, and team engagement is high. Specialists should be proactive, eager to learn, and work their leaders to develop their skills and careers at AssetMark. Specialists also have the ability to become Gold or Platinum certified, as well as promoted to a Level 2 or Sr for taking on additional responsibilities and exceeding key performance metrics. We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Phoenix, AZ or our Chicago, IL offices. Responsibilities: Partner closely with Team, Service and Leaders to ensure client requests are handled with care and accuracy. Be productive and ensure all requests are handled within assigned service levels. Adapt and be flexible based on the needs in the business and within the team. Ability to satisfy advisors with timely, complete, knowledgeable and responsive communications regarding requests that are not in good order (NIGO) through written and verbal communication. Ability to assess and minimize risk to organization. Effectively work across teams, peers, and other departments. Required Qualifications: Bachelor's degree or experience in Financial or similar professional Industry Strong attention to detail and ability to see the "bigger picture" Demonstrates high proficiency in Operational processing Outstanding Customer Focus - constantly providing memorable service and creates loyal promoter Excellent Communication Skills - verbal, written, interpersonal, influencing, and negotiation Demonstrated analytical and decision making skills Results Oriented - Proven ability to set and meet aggressive goals AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. We provide investment, relationship and practice management solutions that advisors use in helping clients achieve wealth, independence and purpose. The Account Operations Team is responsible for handling all client-directed requests on existing AssetMark accounts. This can include anything from an investment change, to a withdrawal, to a beneficiary update. The primary goal of the team is to ensure requests are addressed and processed timely, accurately and with the client's intention at top of mind. Key performance measures for the team include accuracy, productivity, contact quality, team engagement results and NPS (loyalty) survey results from Advisors. Each team is comprised of associates who focus on a primary type of work. Assignments to work groups are based on proficiency need, capacity requirements, tenure and skill. These teams are comprised of the following work groups: Money In, Money Out, Move Money, Maintenance/Coordinator and Reports/Audits and Controls. Money In This Team focuses on handling all incoming funds to the firm. Primary worktypes include checks, wires, one-time ACH requests and automatic investment plans. This team works closely to ensure funding is allocated and coded correctly to existing client accounts and ensures accounts can meet investment minimums to start trading. This work is vital to the success of AssetMark since incoming assets = growth and success for the firm! Money Out This Team focuses on handling all outgoing distributions from the firm. Primary worktypes include withdrawals, cash and in kind terminations, systematic withdrawals and RMD's. This teams works closely to ensure client requests for funds distributed accurately and timely to the selected recipient. This team also requires associates to have deep knowledge of state and federal tax withholding, IRS rules surrounding distributions and appropriate trading/settlement times. When client's need to access or distribute their funds, it's a key milestone for how they will identify AssetMark as a reliable and trusted partner. Move Money This Team focuses on handling all movement across accounts. Primary worktypes include investment changes, journals, and divorce/beneficiary claim movements within the platform. This teams works closely to ensure assets are transferred accurately and timely across and within AssetMark accounts. This is the firm's most volatile worktype as its easily prone to surge in volume during market changes and often results in bulk requests from an Advisor. An investment change may be as simple as changing from a Profile 1 to 2, going 100% to cash or an incredibly complex in-kind death transfer of assets to multiple accounts. Because of the trading implications, this work is incredibly sensitive to our clients and must be a top priority. Maintenance This Team focuses on handling all account information updates or alerts. Primary worktypes include beneficiary changes, banking maintenance, duplicate statement requests, corporate resolution and trust updates, account linking requests, address changes and returned mail. A small subset of onshore associates also handle the "complex" maintenance such as research items, correspondence, and account not trading alerts. This team works closely to ensure client accounts are updated timely and accurately, and work with numerous other teams to ensure accounts are in good order and have all the correct details as instructed by the Advisor and their Clients. Coordinators This Team's primary focus in handling Advisor contact on items that need resolution, through written or verbal communication. They also work on or various campaigns and outreach tasks as they arise and are prioritized. This team is made up of experts who understand how to emotionally connect with our Advisors and support the Operations teams as they work to handle and complete a large variety of client requests. Coordinators also may specialize in a particular work group, but also need to be knowledge, flexible and adaptable as various incoming Advisor calls are received throughout the day and may touch a variety of topics and request types. Partner Custodian This team handles ALL money in, money out, move money and maintenance requests for our Partner Custodians (PC's) - inclusive of Pershing, Fidelity, and TDA/Schwab. This team requires vast knowledge and expertise of our PC's rules and operating procedures and must work closely with our PC Service Teams to ensure client requests are handled according to their guidelines. Since there are a variety of worktypes within this group, the team must be incredibly flexible and adaptable as the work may change daily and they may need to shift priorities. As volumes grow, we may look to specialize this team even further by custodian and work group. Reports, Audit and Controls This team manages a number of key reports, controls and tasks for all Service Teams, all custodians and all Operations Teams. Their primary work consistent of handling manual accommodations, Partner Custodian reconciliations, and resolving outages on money in/money out requests (e.g. ACH or wire rejections). Additionally, they may be requested to do additional outreach tasks or campaigns as needed. They will also work closely with the offshore Audit and Controls team to bring forth trends, possible improvements and procedure handling changes for the Operations Teams they support. This team is critical to ensure those most sensitive and complex requests are handed timely and accurately. Compensation: The Base Salary range for this position is between $55,000-$60,000. This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits. Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position. #LI-hybrid #LI-TE 1 Who We Are & What We Offer: AssetMark's mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors' businesses are running at their best and a comprehensive suite of investment solutions. AssetMark's platform empowers advisors to provide the highest level of service possible to their clients. AssetMark's culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families. Flex Time Off or Paid Time/Sick Time Off 401K - 6% Employer Match Medical, Dental, Vision - HDHP or PPO HSA - Employer contribution (HDHP only) Volunteer Time Off Career Development / Recognition Fitness Reimbursement Hybrid Work Schedule As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.
    $55k-60k yearly 6d ago
  • Operations Analyst

    The Agency 4.1company rating

    Elgin, IL jobs

    We are partnering with a well-respected local commercial bank in Elgin, IL that is seeking an Operations Analyst to join its on-site team. This is an excellent opportunity for a banking professional who enjoys working in a close-knit environment and wants hands-on exposure to bank operations, regulatory reporting, and financial reporting at a community-focused institution. Key Responsibilities Support daily bank operations with a strong focus on accuracy, controls, and efficiency Prepare, review, and assist with Federal Reserve and other regulatory reporting Assist in the preparation and analysis of financial, operational, and management reports Partner with accounting, finance, and operations teams to ensure data integrity and compliance Identify opportunities to improve operational processes and reporting workflows Support internal audits, regulatory exams, and compliance-related requests Participate in special projects and ad hoc analysis as needed Qualifications 2-10 years of experience in banking or financial services Background in bank operations, regulatory reporting, or financial reporting Familiarity with FED reporting requirements Solid understanding of financial statements and banking data Strong attention to detail, analytical skills, and organizational abilities Comfortable working on-site in a collaborative, small-bank environment Additional Experience That's a Plus Prior accounting experience (public accounting or industry) Experience working at a commercial or community bank Exposure to regulatory exams or audits Advanced Excel or reporting system experience Why This Opportunity Join a highly regarded local bank with strong community roots On-site role within a close-knit team Broad, hands-on exposure across operations, reporting, and finance Stable organization with a collaborative and professional culture If you are interested in this opportunity or other banking opportunities we encourage you to apply today!
    $50k-77k yearly est. 2d ago
  • Operations Analyst for Private Equity Team

    Q Investments 4.1company rating

    Fort Worth, TX jobs

    PHI is interested in immediately hiring a top graduate to join their Private Equity Operations Team as an Operations Analyst to assist with the strategic and financial evaluation of the company. You will work directly for the CFO of PHI Oil & Gas and closely with the Q partner in charge of Private Equity who is currently the Chairman/CEO of PHI Group. This is an operationally focused role for a PE company and not a transactional private equity role. If you want a traditional/transactional private equity role, please do not apply. This role is for people who want to be a CEO one day. This is a fast track to that level. Compensation: 25% above what you are currently making or any offer you have. $100,000 minimum. $200,000 maximum. Minimum three-year commitment needed. About Q Family Office: Established in 1994, the Q Family Office is an organization that combines a 30-year history with a deep entrepreneurial spirit. The family office currently includes a manager of a $500 million hedge fund/private investment firm, a $3 billion bank, a $400 million real estate investment firm, and a $275 million charitable foundation. About PHI Group: Founded in 1949, PHI Group, Inc. is one of the world's leading helicopter services companies. The Company's primary business has been the safe and reliable transportation of personnel to, from, and among offshore platforms for customers engaged in the oil and gas exploration, development, and production industry. Although in recent years PHI has entered several new domestic and international markets, a large portion of its offshore flight operations continue to be concentrated in the Gulf of Mexico, where PHI is a leading provider of such services. Since late 1997, PHI has also provided air medical transportation for hospitals and for emergency service agencies where it operates principally as an independent provider of medical services. In addition, PHI performs helicopter maintenance and repair services, primarily to existing customers that own their own aircraft. As of July 31, 2022, PHI owned or operated 217 aircraft domestically and internationally, 110 of which were dedicated to its Oil and Gas segment and 107 of which were dedicated to its Air Medical segment. Position Description: Provide analytical, forecasting, reporting, and project support to the CFO for the businesses. Produce reports, which include key metrics, financial results, and variance analysis. Assist in identifying opportunities for performance improvement across the organization. Assist in analyzing M&A opportunities and evaluate new lines of business. Develop models that help with decision-making. Report directly to the CFO of PHI Oil & Gas and work closely with the Chairman of the Board and CEO, who is also a partner at Q Investments Requirements: Recent graduate with an interest in financial operations and management Highly proficient Excel modeling capabilities Partial VBA experience Excellent academic credentials Successful candidates must possess US employment authorization to work. Must be able to commit to the position for at least three years. About Scott McCarty: Mr. McCarty is a partner of Q Investments and has been with Q for over 20 years, starting in 2002. He is currently also the Chairman and CEO of PHI Group, Inc. Prior to leading the private equity and distressed investment groups at Q, he was a portfolio manager. Before joining Q Investments, Mr. McCarty was a captain in the United States Army. Mr. McCarty graduated with a BS from the United States Military Academy at West Point, where he was a Distinguished Cadet and recipient of the General Lee Donne Olvey Award and earned an MBA from Harvard Business School. Mr. McCarty has led several companies through corporate restructuring and has been on the public company boards of Exide Technologies, GulfMark Offshore Inc, Travelport Worldwide Ltd, and Jones Energy Inc., in addition to numerous other private company boards in the technology, environmental, energy and manufacturing sectors.
    $55k-82k yearly est. 2d ago
  • Operations Manager - MSE Walls & Heavy Civil

    Top Gun Staffing, Inc. 3.8company rating

    Atlanta, GA jobs

    Operations Manager - MSE Walls & Heavy Civil (Metro Atlanta, GA) Lead and scale field operations for a growing, family-owned civil contractor specializing in MSE and Cast-In-Place (CIP) concrete wall systems. This role owns execution across multiple concurrent projects and crews, with direct responsibility for safety, schedule attainment, cost control, and field leadership. About the Company Well-established, family-owned civil contractor with 15+ years of experience in structural wall construction Specializes in MSE walls, CIP concrete walls, block walls, and arched culverts Supports commercial, industrial, and residential land development projects Strong reputation for quality, safety, and repeat-client work Growth-oriented organization with long-tenured field leadership and clear advancement paths What You'll Do Oversee planning, scheduling, and execution of multiple active construction projects, typically ranging from $100K to $5M, ensuring on-time, on-budget delivery in compliance with quality and safety standards Provide leadership for four experienced, multi-year superintendents, collectively managing approximately 85-100 field personnel across multiple crews Maintain a strong field presence (approximately 75%), conducting regular job site visits to monitor safety, production, quality, and schedule performance Serve as the primary operations contact for clients regarding schedules, execution updates, and field-driven changes Partner with internal logistics and fleet teams to ensure crews, materials, and equipment are aligned with the schedule Implement and enforce standardized safety and quality control procedures, while tracking key operational metrics including safety benchmarks, schedule attainment, and cost containment Identify, propose, and support approval of field-driven improvements and changes, with performance incentives tied to execution Oversee accurate job tracking, documentation, and project status updates using SmartSheets, supporting billing accuracy through field reporting with potential for expanded administrative responsibility over time Collaborate with executive leadership on process improvement, scalability initiatives, and operational planning What We're Looking For 5+ years of experience in wall construction, grading, or related heavy civil work Proven experience leading multiple crews through superintendent-level leadership, not single-project oversight Strong understanding of construction sequencing, logistics, and land development workflows Spanish-speaking ability strongly preferred for effective field communication and safety Demonstrated ability to lead teams, drive accountability, and manage performance through KPIs Strong verbal and written communication skills with field teams, leadership, and clients Highly organized with attention to detail in planning, scheduling, documentation, and cost tracking Proficient with Microsoft Office; SmartSheets experience preferred Based in Metro Atlanta or willing to commute regularly to job sites Pay & Benefits Strong competitive base salary commensurate with experience (DOE) Performance-based bonus opportunity (target up to ~20%), tied to safety, schedule, cost performance, and approved field improvements Company truck and gas card Long-term leadership opportunity within a stable, growth-oriented organization
    $58k-94k yearly est. 5d ago
  • Logistics Coordinator

    Tata Consultancy Services 4.3company rating

    Greenville, SC jobs

    Daily Tasks (not limited to) Prioritize shipments based on critical/premium status. All critical/premium shipments will be executed first, regardless of mode. Air shipments prioritized based on priority: NFO - Next flight out (Highest Priority - Critical/Premium). Standard - Priority shipment. Awarded GSA Keylanes (Global Heavyweight Air). Deferred - Spot Quote. GSA Keylanes do not include Deferred rates. Processing Booking Confirmation, Monitoring/Tracking Shipment Spot Quote: RFQ to Freight Forwarder Monitoring Shipment Tracking Shipments in OTM Based on the Need by Date, determine if the shipment needs to go ocean or airfreight. Check Incoterms on email vs. OTM Spot Quote: RFQ to Freight Forwarder Booking Request to Freight Forwarder / Carrier Salary Range: $45,000 - $50,000 #LI-SS3
    $45k-50k yearly 5d ago
  • MTSS Coordinator

    Accel Schools 4.5company rating

    Georgia jobs

    About the Team The Virtual Preparatory Academy of Georgia is a statewide tuition-free online program serving grades K-10. Our online program curriculum offers rich and engaging content carefully designed to meet the standards required by the state of Georgia. At Virtual Preparatory Academy of Georgia, students are engaged in academics, participating in various activities and assessments appropriate to the courses being studied, including labs, journals, written assignments, discussions, group and individual projects, formative assessments, objective tests, and written exams. Please note - while this is an online school position and all instruction occurs virtually, travel and face to face attendance will be required several times per year to support in person state testing and student events. Eligibility: Open to residents of Georgia. About the Opportunity Provide input for the development of the MTSS Framework Implement the MTSS Framework Provide professional development to staff as requested Monitor the staff's implementation of the MTSS Framework Adhere to the parameters put forth in the MTSS Framework Maintain the MTSS Area of SharePoint or Google Drive to include the MTSS Framework, referrals forms, meeting forms, intervention resources for staff, and other necessary documents Communicate effectively with all members of the Virtual Prep Academy of Georgia staff about the MTSS Framework Collaborate on data collection and provide data analysis and tier recommendations for all students within the MTSS Framework Facilitate meaningful MTSS meetings with all stakeholders Facilitate the MTSS Team members, weekly meetings, and information Serve as a resource for research-based interventions during MTSS meetings Stay current with MTSS and alert leadership of any notable changes Maintain organized and accurate student records Maintain specialist class lists according to the parameters put forth in the MTSS Framework Always maintain confidentiality Complete documentation daily, which includes meeting notes and phone logs Completes MTSS monthly reports, as needed Attend team meetings and school-wide meetings Provide remediation, as needed Participate fully in all professional development opportunities Collaborate with General and Special Education teachers to develop individual academic plans Collaborate with Success Coaches on individual Success Plans Create and deliver family workshops as needed Provide instructional strategies to other members of the school when necessary Attend face-to-face events when necessary, such as beginning and end of year events and state testing Other responsibilities as deemed necessary and appropriate About You Experience implementing the RTI or MTSS process REQUIRED BA in education or related field Valid Georgia Teaching or Administrative Certificate At least 3 years teaching experience Ability to work independently to create a successful MTSS Program State and Federal Background Check Clearances Proficient in all programs associated with Microsoft Office and Outlook; must be highly proficient with Excel and data mining protocols; proficient in Google and related programs About Us "We believe that every child should be able to be anything they want in life, regardless of their birthplace and circumstances." - Ron Packard, CEO & Founder ACCEL Schools is a network of 80+ high-performing, public charter schools serving PK-12 students. We proudly advocate for school choice and work to address educational inequities throughout the United States. Our schools are inclusive and widely differ to reflect the unique values of the many urban, suburban, and rural communities we serve. Our brick-and-mortar, virtual, and hybrid schools specialize in closing educational gaps and offer innovative models such as career-technical education, sports training, bilingual programming, and more. We have been recognized and praised by legislators, authorizers, and researchers for providing exceptional education options to students in historically under-resourced communities. We offer the following benefits: Life benefits - time & peace of mind Paid time off Retirement contributions Optional Basic Life and AD&D insurance Voluntary life insurance (employee, spouse, child) Discounted childcare at Early Learning Academies locations Health benefits - stay well & thrive Medical, dental, and vision insurance Employee Assistance Program Voluntary short-term disability insurance Voluntary long-term disability insurance Career benefits - keep growing Career advancement opportunities throughout Pansophic Learning and our strong network of 4,000+ instructors and education professionals EQUAL EMPLOYMENT OPPORTUNITY It is our policy to abide by all federal, state and local laws prohibiting employment discrimination based solely on a person's race, color, religious creed, sex, national origin, ancestry, citizenship status, pregnancy, childbirth, physical disability, mental and/or intellectual disability, age, military status, veteran status (including protected veterans), marital status, registered domestic partner or civil union status, familial status, gender (including sex stereotyping and gender identity or expression), medical condition, genetic information, sexual orientation, or any other protected status except where a reasonable, bona fide occupational qualification exists. #LI-B1!
    $36k-62k yearly est. 2d ago
  • Banking Center Operations Coordinator

    First Horizon Corp 3.9company rating

    Operations coordinator job at First Horizon Bank

    Weekly Scheduled Hours: Monday - Friday 8:30A-5:15P. One Saturday a month on a rotation, 8:45A-1:15P Provides supervision and support to the tellers to ensure that the staff provides maximum customer service in a professional manner. Monitor and train the transactional processing staff in supporting all bank marketing efforts and cross-sell products. Responsible for ensuring compliance of all policies and procedures affecting the day-to-day operations. Perform related duties as required to assist in achieving banking center goals. Provide quality, accurate and timely customer service involving daily processing of financial transactions in a retail environment, which include the duties and responsibilities described herein. ESSENTIAL DUTIES AND RESPONSIBILITIES Operational efficiency * Oversee center cash operations including cashboxes, vault, ATM, and TCRs to ensure center cash is managed, balanced, and secured within the established limits following bank policy. * Process client transactions accurately and efficiently and using sound judgment when providing approvals and overrides to safeguard against fraud and errors. * Stay informed on operational updates and communicate critical policy, procedure, and compliance changes or alerts to the team. * Manage access controls by ensuring proper dual control where applicable, and uphold secure handling of keys, combinations, and sensitive assets in accordance with bank procedures. * Mitigate the bank's risk as outlined in the Compliance and risk management section below including assisting with cash audits and ensuring accurate record retention. Compliance and risk management * Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics. * Lead the Operational Performance of the banking center through maintaining control over key risk areas of the center, including tellers' difference, operational losses, and audit control procedures, resolution of out-of-balance conditions, compliance, and quarterly and annual audit functions. * Ensure all audit and security policies and procedures are followed during open hours and at banking center opening and closing. * Control the inventory of cash, Official Checks and Personal Money Orders through dual control. Client experience * Lead the Client Experience efforts of the banking center, including delivering excellent client experiences consistently and promptly resolve client issues effectively. * Ensure an excellent overall client experience by assisting clients with select service needs. * Responsible for ensuring proper control and maximum efficiency in transactional processing. Provide transactional processing support in order to keep client wait times to a minimum. * Enhance individual knowledge to better serve clients by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning. Sales and service * Cross-sell and make referrals to bank partners to generate new business and deepen existing client relationships. * Explain product benefits, changes, restrictions, requirements, and any other relevant product information to clients, prospects, and associates. Team management * Maintain workflow and handle scheduling the associates supporting financial transactions. * Observe, coach, and lead the transactional processing team to ensure all strategic initiatives are executed effectively. * Assist in evaluating employee performance and counseling when needed. * Assist in determining and satisfying training needs and establish performance plans. * Conduct meetings to develop a communication line to explain and institute new policies and to ensure continuous development of staff. * Assist in conducting meetings to promote sales, product knowledge and client service Perform all other job related duties as assigned QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position: 1. High school diploma or GED required Bachelors degree preferred and 2-5 years of experience or equivalent combination of education and experience COMPUTER AND OFFICE EQUIPMENT SKILLS 1. Microsoft Office suite CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc) None required DeGarmo Behavioral Assessment Requirement * All candidates must complete the DeGarmo Retail Behavioral Assessment to be considered for this position * The assessment takes approximately 12-15 minutes to complete * Assessment results must be submitted prior to having your application evaluated by Talent Acquisition About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights * Medical with wellness incentives, dental, and vision * HSA with company match * Maternity and parental leave * Tuition reimbursement * Mentor program * 401(k) with 6% match * More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube
    $30k-36k yearly est. 5d ago

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