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Office Manager jobs at Jackson Hewitt - 846 jobs

  • Office Manager

    BTG Pactual 4.9company rating

    Lynchburg, VA jobs

    The Office Manager is responsible for coordinating and accounts payable, accounts receivable, contract generation, and compiling and generating accounting reports for 100,000+ acres located in Virginia. The position will closely collaborate with the Area Manager and TTG Forestry Services staff to provide exceptional client and customer service. RESPONSIBILITIES Process accounts payable and accounts receivable for all aspects of forest operations Compile and generate accounts payable and accounts receivable Generate all or portions of business scorecards Assist with timber sale settlement reconciliation Prepare, distribute, and manage contracts for all aspects of forest operations Maintain vendor insurance records and verify compliance with insurance requirements General tasks required to keep office facilities running efficiently, such as, processing mail, purchasing office supplies, managing office equipment, scheduling meetings and travel, and coordinating office maintenance Managing paper and electronic documents QUALIFICATIONS Five years of relevant industry experience, including contracting and accounts payable/receivable experience Strong interpersonal, verbal, and written communication skills Ability to foster and maintain professional, productive business relationships Planning, time management, multi-tasking, and organizational skills Professional demeanor Demonstrated Microsoft Office proficiency Strong commitment to stewardship, sustainability, and ESG principles
    $66k-107k yearly est. 3d ago
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  • Manager, AI-Driven Support Engineering

    Circle Internet Services Inc. 4.5company rating

    San Francisco, CA jobs

    A tech company specializing in CI/CD is seeking a Manager of Support Engineering to lead a distributed team across North America. This role focuses on blending technical leadership with innovative automation solutions, enhancing customer support for Growth and High Touch Enterprise segments. The ideal candidate needs strong experience in managing technical support teams, implementing AI solutions, and maintaining high-level customer relationships. This position offers a salary range of $133,000 - $166,000 USD. #J-18808-Ljbffr
    $133k-166k yearly 3d ago
  • Office Administrator

    Wiss 4.4company rating

    Kootenai, ID jobs

    A Wiss Manufacturing client is seeking a TEMP to PERM Office Administrator to join their team. This position is a critical and integral part of the organization, undertaking of all front office administrative responsibilities. Primary Responsibilities: Serves as the primary point of contact for incoming calls and provides comprehensive administrative and general office support. Acts as a concierge for all visitors, ensuring a welcoming, professional front-office experience. Greets and assists customers, vendors, and guests; issues and manages visitor badges, maintains procedures for frequent visitors, and proactively intercepts unauthorized or unscheduled visitors. Oversees the hospitality lounge, ensuring it is consistently stocked, organized, and welcoming. Maintains breakroom supplies, including coffee, utensils, and related amenities. Coordinates catering services for meetings, events, and special occasions. Arranges transportation services (car services, Uber, etc.) for guests, particularly for sales meetings and executive visits. Manages the conference room calendar to ensure efficient scheduling and availability. Assists with booking travel accommodations for out-of-town visitors and guests. Maintains and submits Front Office expense reports in a timely and accurate manner. Oversees facility improvement projects, coordinating logistics and follow-through as needed. Manages vendor relationships related to general facility needs, including janitorial services, office supplies, and other operational vendors. Collaborates with Quality, Environmental, Health & Safety teams to support compliance with safety, operational, and regulatory standards. Qualifications: Associates degree or higher level college degree Must have 2 -3 years administrative experience or executive administrative experience Working knowledge of Office 365, Sharepoint Experience using SAP Concur for travel arrangements Schedule: Monday - Friday, approximately 8am - 4:30pm. Hourly rate is $22-23/hr. "Wiss is committed to fostering a welcoming community. We seek candidates from all backgrounds to join our team and encourage our employees to bring their authentic and best selves to work. Applicants must be authorized to work for any employer in the U.S. This policy applies equally to applicants regardless of national origin. We are an Equal Opportunity Employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other legally protected status. To all staffing agencies: Wiss does not utilize 3rd party firms for any internal or client positions. Please be advised, Wiss is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of Wiss.
    $22-23 hourly 5d ago
  • Business Manager, Investment Team

    Partners Capital 4.4company rating

    Boston, MA jobs

    Founded in 2001, Partners Capital is a Global Investment Office acting for distinguished endowments and foundations, senior investment professionals and prominent families across the globe. With $70B+ in assets under management, the firm constructs customized investment portfolios for its clients tapping into its deep network of partnerships with what we consider exceptional asset managers across all major asset classes. Clients include Syracuse University, Sesame Workshop, INSEAD Business School, New York's Metropolitan Opera, San Francisco Symphony, Eton College, Colorado College, several Oxford and Cambridge University Colleges, several family offices around the world, and senior executives from leading global investment firms. The firm employs more than 350 people across its eight offices located in Boston, New York, London, San Francisco, Paris, Singapore, Hong Kong and Dallas. Partners Capital is diverse and inclusive, in people and in thought. Our meritocracy is enabled by fostering a truly inclusive and collaborative culture. We are proud to be an equal opportunity employer where diverse perspectives, backgrounds and experiences are valued. Position Description Reporting to a Client CIO Partner, this business embedded Talent Manager role will focus on reactive and proactive team and account staffing for business and client needs, identifying and partnering with the Human Resources team on skills-based, professional and career development, act as the point of contact for early career hiring programs and fully engage in lateral hiring processes, as well as the own the mentor program. Key Responsibilities include, but not limited to: Strategic Organizational Design: Partner with the Head of North America to design and evolve the organizational/team structure aligned to regional growth strategy, priorities, and operating model. Assist with strategic workforce planning initiatives to ensure the right capabilities, roles, and capacity are in place to meet short- and long-term business objectives. Help assess team effectiveness and recommend changes to improve decision-making, scalability, and collaboration. Analyze talent, performance, and cost data to inform org design decisions and scenario planning. Internal Staffing Needs and Management - Client and team staffing responsibilities: Allocate resources to Client account teams balancing workload, skill sets, and client demands to ensure accounts have the right people, preventing burnout while maximizing firm efficiency and career progression. Manage capacity, push back on unrealistic people demands, and facilitate career growth for early career team members by giving them quality and growth experience. Actively monitor team member workload, skill development, and burnout levels. Constantly assess team availability versus incoming new business, often pushing back on senior staff as appropriate. Ensures teams have necessary headcount and the right talent for urgent or complex tasks; staff planning. External Hiring Needs - Team staffing responsibilities: Partner with Talent Acquisition team to identify, assess, sell, and hire top talent for early career and lateral business needs. Team performance optimization and development: Assists in designing talent development strategies that grow people through experiential learning, on-the-job exposure, and targeted education, building high-performing teams. Create stretch assignments and project-based learning experiences aligned to business priorities. Ensure right mentor pairs are established, set expectations, and monitor effectiveness. Manage intern and analyst programs to included recruiting, hiring, onboarding, performance management, etc. Key responsibilities may be assessed and are subject to change from time to time based on the needs of the business. The individual may be required to work overtime as needed. Additional responsibilities include: Responsible for ensuring all information security processes, policies and procedures are adhered to and any issues or concerns are raised with the Cyber Security team. Ensure full compliance with all local data protection regulations and privacy controls, and any related issues are raised via the appropriate channels. Qualifications / Attributes Required: Bachelor's degree required with 7-10 years of experience in financial services. Business role experience embedded in organization with a focus on building and managing high performing teams. Experience managing business led people/talent programming in matrixed organizations. Ability to translate business strategy into capability and talent needs. Strong stakeholder management and consensus-building skills. Experience managing talent in results-driven, high-accountability environments. Ability to calibrate performance across teams via incentives and metrics. Navigate compensation, promotion, and recognition in pay-for-performance cultures. Highly strategic, organized, and detail-oriented, with the ability to manage multiple priorities and deliver under pressure in fast-paced environments. Benefits and Compensation Partners Capital is committed to being a great place to work. We are focused both on wellbeing and professional growth. You can expect professional development and career progression opportunities, competitive compensation, exceptional benefits, and a flexible ā€œresults-focusedā€ working model. Our benefits package includes medical, dental, and vision insurance, short and long-term disability insurance, life insurance, flexible spending accounts, commuter benefits, paid time off and a 401(k) plan with employer matching. The Firm also supports global philanthropy via a charity program and volunteer day. In addition, we champion a variety of wellness and social events. We also support the pursuit of professional certifications such as the Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), etc. Massachusetts requires Partners Capital to include a reasonable estimate of the base salary range for this role. This base salary range is specific to individuals applying to work in our Massachusetts office and takes into account a number of factors. A reasonable estimate of the base salary range for this role in Massachusetts is $160,000 to $250,000. The base salary offered will be determined on factors such as experience, skills, training, certifications, and education. Decisions will be determined on a case-by-case basis. The base salary is one element of our competitive compensation package. In addition to the base salary, this position may be eligible for performance-based incentives and our profit share program. Contact Details Please send your CV to *************************************** with the subject: Business Manager . Further information about Partners Capital is available on our website ********************* For all California residents, please click here to view the Partners Capital California Applicant Privacy Notice
    $160k-250k yearly 20h ago
  • Conflict Checks Senior - National Office

    UHY 4.7company rating

    Remote

    JOB SUMMARYAs a Conflict Checks Senior, you will play a key role in supporting the firm's commitment to independence and ethical compliance. You will assist in the day-to-day management of the firm's conflict checking and entity independence processes, helping engagement teams identify, evaluate, and address potential conflicts. This includes reviewing flagged conflicts, conducting preliminary research, providing guidance, and escalating issues as appropriate to ensure compliance with regulatory and firm standards. This role reports to the Independence and Ethics Compliance Leader of the UHY LLP National Office and works closely with the Conflict Checks Manager to maintain alignment with the firm's ethical and regulatory obligations. Conflicts & Independence Responsibilities Coordinate and execute the day-to-day conflict check process by reviewing potential conflicts identified through the firm's conflict checking system, researching client and engagement relationships, and advising engagement teams on independence considerations prior to client acceptance Evaluate conflict check submissions and prepare recommendations for escalation to the Manager, Independence and Ethics Compliance Leader, or Independence Committee when higher-level review is required Support the investment audit process by tracking auditee selections, reviewing initial findings, and preparing summaries for Manager review Monitor independence-related updates issued by regulatory bodies (e.g., AICPA, PCAOB, SEC, DOL, GAO) and assist in assessing impacts on firm processes and tools Maintain and update conflict monitoring systems and tools (e.g., Intapp, Entity-tree management), ensuring accuracy and completeness of data and identifying opportunities for process improvements Respond to inquiries from UHY engagement teams and UHY international network firms by performing initial research and providing preliminary guidance or escalation recommendations Contribute to training and awareness efforts by providing real-case insights and feedback to help refine the firm's training related to conflict checks and independence. Collaboration and Quality Management Support the Manager in contributing to UHY LLP Management Committee discussions by preparing updates, summaries, and documentation related to conflicts and independence procedures Apply knowledge of quality management standards to help maintain processes and monitoring activities that support independence and ethics compliance Collaborate with National Office team members to help document and evaluate controls related to conflict checking and independence, including gathering process information and coordinating testing activities Assist in maintaining standardized conflict check procedures and identifying opportunities to improve consistency and efficiency across engagement teams Coordinate communication with independence personnel across UHY international network firms to support consistency and responsiveness on shared engagement matters Supervisory responsibilities N/A Work environment Work can be conducted remotely or in a professional office environment with minimal distractions Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift up to 15 pounds at a time Travel required Travel of 5% to 10% is required for attendance at conferences, attendance, and/or facilitation of in-person training and National Office Team Meetings Required education and experience Paralegal certificate or related experience performing conflict checks in a professional services firm 3+ of experience in public accounting, at a law or professional services firm, including time spent supporting independence, compliance, or conflicts Preferred education and experience Experience with Intapp, Deltek Maconomy, and Salesforce Familiarity with the implementation and ongoing maintenance of quality such as SQMS No. 1, ISQM1 and QC 1000 Familiarity with the Independence rules and Standards for the AICPA, PCAOB, SEC, DOL, and GAO. Familiarity with GASB standards Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
    $39k-47k yearly est. Auto-Apply 26d ago
  • Microsoft Customer Engagement Manager

    RSM 4.4company rating

    Denver, CO jobs

    We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM. RSM, a leading provider of audit, tax, and consulting services, is seeking a Microsoft D365 CE Manager with proven project management skills and experience managing complex technology projects, including an enterprise-wide implementation of Microsoft Dynamics CE to support the firm's growth strategies and business processes. This position is responsible for understanding the business needs and leading the development and execution of comprehensive plans to deploy technology solutions. RSM is a leading Microsoft partner implementing the full range of business applications including D365 F&SC, BC, CE, and Commerce, as well as Power Platform, Microsoft 365, Data & AI and Azure solutions. RSM's Dynamics consultants are empowered through our long standing, close relationship with Microsoft, the use of our proven RVM methodology (purpose built for Dynamics 365), a wide range of industry IP and accelerators as well as additional Microsoft-centric tools to help customers stay competitive in a constantly changing environment. Our Dynamics teams also benefit from a wealth of expertise around them within RSM that enhances the value we provide customers, whether that be from our Microsoft MVPs. Industry experts, Tax specialists or Managed Technology and Application services teams. Key Responsibilities: Responsible for planning, coordination, and execution of all aspects of assigned projects throughout the project lifecycle. Establishing Cost Benefit Analysis through required phases of the project. Throughout the life of the project, responsible for communicating regularly to Program Director and stakeholders the project status, risk, and issues. Responsible for project planning including assembling project teams, assigning project team deliverables, and developing project plans, schedules, and budgets. During project execution, responsible for managing approved objectives, budget, schedule, resources, and deliverables that support the business goals. Revise project plan as appropriate to meet changing needs and requirements while following SDLC methodology. Responsible for managing all aspects of CE implementations. Basic Qualifications: Minimum of 5 - 8 years of experience leading technical teams with strong skills and expertise in project management and systems/technology development Proven experience implementing and managing CRM solutions within budget, scope and cost, Microsoft Dynamics CE Proven leader with the ability to assemble, lead, and motivate high performing teams. Proven business facing skills. Solid understanding of financial analysis and planning Ability to multi-task and keep multiple responsibilities moving forward simultaneously. Strong understanding of technology, ability to learn new technologies and applying them. Proven experience in influencing, leading teams and driving change. Preferred Qualifications: Superior verbal and written communication skills Strong stakeholder management skills Strong critical thinking and problem-solving skills. Intermediate to advanced Microsoft Office skills Proficient with MS Project or related tool PMP certification desired At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at ************************************************** All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************. RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information. At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range. Compensation Range: $107,000 - $214,500 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
    $107k-214.5k yearly Auto-Apply 38d ago
  • Experienced Manager, Family Office Services

    BDO USA 4.8company rating

    San Francisco, CA jobs

    The Tax Experienced Manager, Private Client & Family Office Services (PCS-FOS) manages the full-life cycle of all assigned finance and accounting outsource engagements. Responsibilities include proposal development, staff assignment and oversight, final work product review and overall portfolio financial performance. In addition, the PCS-FOS Experienced Manager is responsible for client relationship management including regularly meeting with the client and assigned staff, reporting financial information and making financial management recommendations, timely billing and resolution of client issues. In this role, PCS-FOS Experienced Manager is charged with applying knowledge to understand potential tax issues, and recognizing, communicating potential risks and potential changes in the tax policy and making top-level decisions regarding filing, preparation and resolution of questions from federal / state agencies. In addition, the PCS-FOS Experienced Manager will be critical member of the office / region leadership team and actively participate in the marketing, networking and business development within an area of expertise and specialization while maintaining client relationships and acting as the primary contact for complex questions. Job Duties: Client Service Delivery: Manages the full-life cycle of all assigned engagements by providing technical expertise in all areas within the finance and accounting function Performs complete general ledger reconciliation including the entire balance sheet and applies accounting knowledge by properly recording transactions in a general ledger Creates accounting records such as bill payments, client invoices, payroll, and others; identifies and records adjustments; produces accurate financial statements, and provides financial analysis Understands the technology packages clients are using to support their accounting/finance functions; can describe the major functions each system performs, and knows how the system performs those functions Explains the purpose and value of system functions that a client may not be using Identifies when a client is not using a technology package in a proper or efficient manner Learns new technology quickly, understands the essence of technologies, how they can be used, how they interact with other technologies and business functions, what the best methods/benefits are for using them, and applies these technologies to an engagement Facilitates effective discovery meetings with clients; uses open ended questions to identify what their objectives are, what financial information they value for management/decision making and why, as well creating a map of their current internal finance and accounting structure Designs integrated solutions that respond to the specific situation; knows BDO well enough internally to identify when services outside of PCS-FOS should be included and describes what these services achieve and how they operate; outlines the solution in a concise document and vets it internally with their leaders and other BDO stakeholders Accurately determines the cost of building a client solution; can calculate the benefit to a client in dollar terms of the solution, using the pricing process Compares the differences between the perspectives, and if there is sufficient margin in between (given our confidence in our calculations) to have a profitable engagement, proposes a fixed fee based on current scope for review by leadership Works with Senior Managers to learn to formulate recommendations to client leadership on technical accounting issues, financial accounting policies and procedures and financial management issues Educates clients on how their finance and accounting needs will change as their business evolves Helps clients identify areas of opportunity and future business needs. Periodically reviews solutions with their clients to determine if it is still the right solution for the current state of the business and recommends appropriate changes Learns to manage conflict; proactively engages senior leadership when conflict arises Learns to support the client through business changes and helps to develop and execute the change management plan Handles full-life cycle of all assigned engagements by providing technical management for all areas within the accounting function Gathers information necessary from the client to execute on engagements Maintains a running list of information that is needed, and follows up to gather information that is missing Organizes this information so it is easily accessible for the team and the client as applicable Creates, develops and maintains strong business relationships with clients, both internal and external Understands tax planning considerations/concepts for various business entities; comprehends the information presented on different tax return forms, analyzes this information to draw conclusions and have an intelligent conversation with clients - helping clients navigate business decisions and their potential financial and tax implications Appropriately refers tax related matters to Core Tax and Specialty Tax Services Business Development: Learns business development strategies and service offerings targeted for various industries Ensures prospect and sales information is entered into CRM as appropriate Recommends and designs solutions for clients Learns to evaluate clients for acceptance (e.g. general risk matters, regulations that affect our work, international business, background checks, etc.), and develops statements of work based on solutions they have proposed, with support from leadership Develops exposure to industry teams and business development resources Develops an awareness of the impact that different industries and service offerings have on the technical work and final deliverable Participates in industry trade groups and networking events Listens for and identifies new opportunities with existing clients, and communicates those potential opportunities to leadership Initiates conversation of the Advisory service offerings, as well as the broader firm, to a client, prospect, or contact Understands and articulates PCS-FOS's value proposition and understands the target market/client profile Developing Others: Identifies staff needs to develop analytics and forecasting skills at a level where they are capable of interpreting financial results, recognizing trends and gaining insights into business performance improvements Participates in recruiting efforts for Associates and Senior Associates and assists with the new employee on-boarding process Serves as a resource for Associates and Senior Associates, while developing an in-depth knowledge and understanding of finance and accounting functions, technology for supporting these functions and how tax planning can differ by industry and business structure Project Management: Creates a work plan following best practices of project management (breaking down projects into phases and tasks, estimating time/budget, setting milestones, managing dependencies, and measuring and reviewing progress) Bills engagements in a timely and effective manner, appropriate to the client's situation and the state of the work; contributes to economic management matters such as forecasting and monitoring/managing to key metrics Learns to scope a new project and construct a fee estimate/budget that considers all appropriate details, including, but not limited to: architecting, designing and planning/estimating a tailored client solution; identifies resource requirements and develops transition plans and estimates appropriate margins for the client engagement and the overall picture of the client relationship Oversees client satisfaction with quality of work products, assigned staff, and engagement performance Ensures clients are billed timely in accordance with the SOW and follows PSC-FOS billing and collections best practices; works with team to resolve any client billing issues Tax Related Duties: Research Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis Identifies complex issues to be researched by engagement team and provides research methodology for efficient research process Trains managers / staff on research skills and helps to appropriately frame tax issues for analysis Involves firm specialists, as appropriate Strategy Development Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits. Consistently makes suggestions as to how previous work products or approaches can be improved May present complex strategies to clients and prospective clients Other Duties: Travels up to 20% of the time Other duties as required Supervisory Responsibilities: Supervises associates and senior associates on all projects Reviews work prepared by associates and senior associates and provide review comments Trains Associates and Seniors how to use all current software tools May act as a Career Advisor to associates and senior associates Schedules and manages workload of associates and senior associates Provides verbal and written performance feedback to associates and senior associates. Qualifications, Knowledge, Skills and Abilities: Education: One of the following is required: Bachelor's degree, focus in Accounting or Finance, preferred AND seven (7) or more years of experience performing general accounting transactions and functions, required; OR Nine (9) or more years performing general accounting transactions and functions with some supervisory and consultative or business advisory experience without a degree, required MBA or other relevant advanced degree (Masters in Accountancy), preferred Experience: Three (3) or more years of supervisory experience, preferred Experience working with outsourced and/or delivery center operations, preferred Consultative or business advisory experience, preferred License/Certifications: CPA certification, preferred Software: Proficient in the use of Microsoft Office Suite, specifically Excel, Word, and PowerPoint, required Experience utilizing industry standard accounting software and BDODrive platform software such as Intuit's QuickBooks Online (QBO), Microsoft NAV and Bill.com, preferred Prior experience utilizing industry recognized accounting research tools, preferred SEI Archway and Qvinchi, preferred Language: N/A Other Knowledge, Skills & Abilities: Excellent verbal and written communication skills Understands the finance and accounting functions generally performed by a business (e.g. sales, purchasing, A/R, etc.) and common best practices/processes for how they operate, as well as how they interact; understands other business imperatives/functions (e.g. data security, internal controls, etc.) and how they can affect the finance and accounting functions; uses this knowledge to analyze the current structure of a client and identify what services or processes may be inefficient or missing and where we can add value Understands what is required from a compliance perspective and develops an understanding of what is considered a standard or best practice for the industry or business structure Presents well in one-on-one and small group settings; presents well to all levels of management, internally and with clients; projects confidence and expertise; communicates in a clear and concise manner that emphasizes key points; persuades others to their points of view; self-aware - knows when an approach is not working and can change course immediately Strong analytical and basic research skills GAAP and TAX knowledge, financial statement presentation, and report writing Solid organizational skills especially the ability to meet project deadlines with a focus on details Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously, while focusing on quality, customer satisfaction and service delivery Takes personal accountability for work products and accepts constructive feedback to guide future actions Ability to successfully manage multiple tasks while working independently or within a group environment Ability to act as the primary contact on assigned engagements and effectively manage a team of professionals including delegating work assignments as needed Ability to effectively manage a team of professionals and contribute to the professional development of assigned personnel, while delegating work assignments as needed Interacts effectively with people at all organizational levels of the firm as well as the capability to build and maintain strong relationships with internal and client personnel Ability to travel up to 25% of the time Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. National Range: $125,000 - $150,000 Maryland Range: $125,000 - $150,000 NYC/Long Island/Westchester Range: $125,000 - $150,000
    $125k-150k yearly Auto-Apply 3d ago
  • Insurance Office Professional

    Thrivent Financial 4.4company rating

    Van Wert, OH jobs

    This position provides insurance licensed administrative support to Endeavor. This position serves as a resource to Financial Advisors and client/members in handling, researching and communicating inquiries regarding their customer accounts and insurance needs and supports the daily operations of the practice, including, but not limited to: answering the phones, meeting/greeting members, handling/distributing postal mail and practice email, ordering supplies, utilizing Thrivent Financial computer systems and programs in support of client relations, supporting insurance related tasks, and other administrative tasks as assigned. The Insurance Office Professional reports to and is employed by Endeavor Financial Group. This is an in-office position located in Van Wert, OH. Compensation is $42,500 - $52,500 dependent upon experience. Benefits include Holiday Pay, Simple IRA, and PTO. PTO is available after a 90 day probationary period. No other benefits provided. Job Description Position Roles/Responsibilities/Accountabilities Handles incoming telephone calls and responds to requests for information Researches inquiries regarding member/customer accounts Provides fund values and answers other fixed insurance and fixed annuity related questions Performs routine administrative duties such as maintaining office supplies and processing mail Prepares or coordinates the preparation of routine correspondence, reports, and special projects typically of a routine nature Supports projects, administration of various programs, and processing functions as needed Drives customer/member facing activities in the practice by scheduling meetings with customer/members on behalf of the practice's Financial Advisors Updates the contact management system with customer/member contact and preference information Assists Financial Advisors in the preparation for and follow up from customer/member meetings Collaborates with Financial Advisors to assist customers/members with fixed insurance and fixed annuity product changes Participates and drives marketing services including direct-mail, fraternal activities, seminars, meetings Explains, discusses or interprets fixed insurance or fixed annuity contracts Communicates with customer whether requested coverage is or will be bound or issued Issues certificates of insurance, endorsements, binders, commitments, or insurance contracts Additional responsibilities may be assigned in accordance with licensure and business needs Position Qualifications Previous administrative/secretarial experience desired Must be insurance licensed/appointed in all states in which they are performing activities requiring licensing. Demonstrated customer service orientation/experience, 2+ years preferred Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) or ability to learn Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions Ability to maintain integrity of sensitive/confidential information Basic understanding of our products and services, and Thrivent Financial Competencies Planning/Organizing Customer Focus Communication Interpersonal Skills Teamwork and Collaboration Adaptability/Flexibility External/Internal Dependencies Must be able to work with all roles of the practice Must be able to represent the organization in work with external clients Must be able to cultivate and maintain relationships with outside organizations As part of Endeavor Financial Group's recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process. Fingerprints will be required for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records. All persons with access to Wealthscape are deemed Access Persons and are subject to Compliance with the firm's Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.
    $42.5k-52.5k yearly Auto-Apply 4d ago
  • Let's begin! GenAI Expert - Customer Engagement

    Moody's Corporation 4.9company rating

    New York, NY jobs

    At Moody's, we unite the brightest minds to turn today's risks into tomorrow's opportunities. We do this by striving to create an inclusive environment where everyone feels welcome to be who they are-with the freedom to exchange ideas, think innovatively, and listen to each other and customers in meaningful ways. Moody's is transforming how the world sees risk. As a global leader in ratings and integrated risk assessment, we're advancing AI to move from insight to action-enabling intelligence that not only understands complexity but responds to it. We decode risk to unlock opportunity, helping our clients navigate uncertainty with clarity, speed, and confidence. If you are excited about this opportunity but do not meet every single requirement, please apply! You still may be a great fit for this role or other open roles. We are seeking candidates who model our values: invest in every relationship, lead with curiosity, champion diverse perspectives, turn inputs into actions, and uphold trust through integrity. Skills and Competencies * A strong understanding of GenAI is essential for effectively leading AI-related sales and integration projects. * A proven track record in complex sales is necessary to manage and win intricate sales processes and customer engagements. * Exceptional leadership and mentoring skills are important for guiding teams and driving co-creation initiatives with clients. * Excellent communication and presentation abilities are needed to develop thought leadership materials and present them internally and externally. * Minimum of 8 years of experience as a thought leader or industry practitioner in the field of AI/GenAI. * The ability to travel up to 50% is crucial for engaging with clients and stakeholders across different locations. * Market engagement/consultancy background is preferred. * Public speaking experience and/or publications are a plus for enhancing industry presence and credibility. Education * Bachelor's degree in business, finance, engineering or a related field. * Master's degree is preferred. Responsibilities You will lead sales of Moody's GenAI products, driving complex sales, customer co-creation, and digital transformation initiatives. * Win complex sales through customer workflow integration and drive co-creation initiatives with clients in your territories. * Manage complex sales processes with the sales team to help clients meet and exceed their transformation, productivity, and efficiency objectives. * Assist customers in accelerating their digital transformation by leveraging Moody's state-of-the-art GenAI solutions. * Develop thought leadership and GenAI-related case studies. * Support business development, define proofs of concept (POCs), and provide front-line sales teams with the expertise and support they need. * Demonstrate strong problem-solving skills and an ability to work autonomously in a fast-paced environment. About the team Our Global GenAI Sales Team is responsible for driving sales that include GenAI and new technologies. We lead new technology initiatives by engaging with customers to guide their digital transformation journeys, commercialize these technologies for early adopters to close large and complex opportunities, and create thought leadership to build Moody's brand and market position. By joining our team, you will be part of exciting work in shaping the future offering by acting as the voice of the customer and staying at the forefront of emerging technologies. For US-based roles only: the anticipated hiring base salary range for this position is $163,300.00 - $236,800.00, depending on factors such as experience, education, level, skills, and location. This range is based on a full-time position. In addition to base salary, this role is eligible for incentive compensation. Moody's also offers a competitive benefits package, including not but limited to medical, dental, vision, parental leave, paid time off, a 401(k) plan with employee and company contribution opportunities, life, disability, and accident insurance, a discounted employee stock purchase plan, and tuition reimbursement. Moody's is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, gender, age, religion or creed, national origin, ancestry, citizenship, marital or familial status, sexual orientation, gender identity, gender expression, genetic information, physical or mental disability, military or veteran status, or any other characteristic protected by law. Moody's also provides reasonable accommodation to qualified individuals with disabilities or based on a sincerely held religious belief in accordance with applicable laws. If you need to inquire about a reasonable accommodation, or need assistance with completing the application process, please email accommodations@moodys.com. This contact information is for accommodation requests only, and cannot be used to inquire about the status of applications For San Francisco positions, qualified applicants with criminal histories will be considered for employment consistent with the requirements of the San Francisco Fair Chance Ordinance. This position may be considered a promotional opportunity, pursuant to the Colorado Equal Pay for Equal Work Act. Click here to view our full EEO policy statement. Click here for more information on your EEO rights under the law. Click here to view our Pay Transparency Nondiscrimination statement. Click here to view our Notice to New York City Applicants. Candidates for Moody's Corporation may be asked to disclose securities holdings pursuant to Moody's Policy for Securities Trading and the requirements of the position. Employment is contingent upon compliance with the Policy, including remediation of positions in those holdings as necessary.
    $163.3k-236.8k yearly 58d ago
  • Central Office - Citizens Square - Project Manager

    Allen County Indiana 4.5company rating

    Fort Wayne, IN jobs

    Department: Highway - Central FLSA Status: Non-exempt Under the direction of the Chief Project Manager, the Project Managers are responsible for all aspects of public works construction projects including but not limited to, design, engineering, scheduling, construction inspection and testing, as well as asset management, and maintenance programs for Allen County's bridge, roadway, and drainage infrastructure. This position is Covered as defined by the Board of Commissioners of the County of Allen Employee Handbook. ESSENTIAL FUNCTIONS: Oversees the entire lifecycle of complex Consultant designed projects and in-house design projects, from initial concept to final completion. Responsible for supervising the construction of bridges, roads, and drainage systems in Allen County. Manages multiple improvement projects concurrently, involving various civil engineering activities such as scheduling, design, construction plan review, inspection, and operation of civil infrastructure like streets, sidewalks, multi-use trails, and drainage structures. Manages the maintenance and operation of transportation infrastructure, including roads, bridges, culverts, traffic control systems, drainage systems, pavement striping, pavement repair, trails, guardrails, traffic signals, and roadway lighting. Prepares and assesses project plans, identifying potential constructability issues or conflicts before construction begins. Develops bid specification documents, including design/engineering details, comprehensive cost estimates, schedules, specifications, progress reports, contractor estimates, change orders, and final records. Conducts inspections to ensure construction techniques and performance conform with plans, specifications, and standards. Performs materials testing in accordance with American Association of State Transportation and Highway Officials (AASHTO) standards and INDOT requirements. Responsible for the coordination with contractors, utilities, other agencies, and property owners, leading pre-bid and pre-construction meetings and resolving conflicts between involved parties. Manages data and utilizes various software programs including RoadSoft, M.S. Suite, AutoCAD, FTP site, and GIS. Performs surveying tasks using advanced equipment such as total stations, levels, transits, and robotic cameras. Collects field data using GPS technology, maintains project archives, and produces drawing reproductions. Demonstrates knowledge of Allen County and INDOT policies and procedures. Determines the need for features like lighting, ADA compliance, drainage, and material selection. Addresses complaints and requests related to roads, bridges, traffic, drainage, logjam removal, tree and brush control, and anti-graffiti activities. Compiles and maintains construction records for future reference. Maintains on-call availability for all projects under their supervision and participates in flood and snow response activities, as well as other public emergencies. Actively engages in Continuing Education opportunities to enhance the department/county's development. ESSENTIAL FUNCTIONS (Continued): Mentors new Project Managers, providing guidance on County policies and procedures, project requirements, construction management, and other essential functions. Performs all other duties as assigned, including overtime as required. REQUIREMENTS: Bachelor's Degree in Construction, Civil Engineering or related field and at least one year experience working with site development, roadway construction and/or project management Bachelor of Science in Civil Engineering Technology, Construction Engineering Technology, or completion of an equivalent course of study and two (2) years of related Project Manager experience preferred, or A.A.S. in Civil Engineering, Civil Engineering Technology, or Construction Engineering Technology or completion of an equivalent course of study and four (4) years of related Project Manager experience preferred, or Eight (8) years preferred of related work experience and responsibility of public works related engineering design experience Fundamental understanding of Civil Engineering Technology, including road and bridge design, traffic management, drainage, and properties of soils and materials Working knowledge of roadway construction and construction management Knowledge of surveying Strong computer skills, including proficiency in Microsoft Office Suite and job-related software Strong verbal and written communication skills Ability to operate job-related equipment such as land surveying equipment, traditional and Global Positioning System equipment, materials testing equipment, computer, printer, plotter, and scanner Ability to complete and maintain various Indiana Department of Transportation (INDOT) and Federal Highway Administration (FHA) training and certification programs, including Construction Inspection training and Quality Assurance training Proficient in applying advanced mathematical concepts in daily practice Ability to read, analyze, and interpret technical and financial reports, including legal documents Exercise good judgment, independence, initiative, and professional expertise in daily operations Interact with the public, County officials, and outside agencies with patience, tact, respect, and professionalism regarding requests or complaints Effective written and verbal communication skills for presenting information to boards, management, public and private groups, and co-workers Valid Driver's License for driving to County job sites and operating County vehicles PERFORMANCE EXPECTATIONS: The Project Manager has the responsibility of overseeing and coordinating various projects within the county government. This includes the planning, execution, and finalization of projects within strict deadlines and budgetary constraints. Close collaboration with department heads, partnering agencies, and project teams is essential to ensure successful project completion, optimal resource utilization, and effective communication throughout the project lifecycle. Additionally, the Project Manager performs intricate work that involves investigating, preparing plans, specifications, and cost estimates for local road, bridge, and drainage construction and repairs. This work is complex, with multiple variables, and requires the interpretation of technical information presented in mathematical or diagrammatic forms. Problem-solving skills, data collection, and drawing valid conclusions are critical for finding solutions. RESPONSIBILITY: The Project Manager plays a crucial role in coordinating various partnering agencies, including contractors, utilities, and property owners, in order to oversee infrastructure projects and maintain relationships within Allen County. Effective RESPONSIBILITY (Continued): communication, transparency, good judgment, initiative, and independence are vital qualities for success in this position. The Project Manager conducts detailed investigations, plans projects, estimates costs, and manages local road, bridge, and drainage construction and repairs. This work involves complex problem-solving, interpretation of technical information, and the ability to find solutions while meeting all job requirements and responsibilities. WORKING CONDITIONS: The Project Manager works in and outside a standard office setting where time is spent sitting, standing, and walking. Lifting and/or moving up to sixty pounds, pushing and pulling loads, reaching overhead, kneeling, and crawling, with frequent bending, monitoring equipment, detailed inspection, and exposure to extreme temperatures, chemicals, and noise. Very frequent attention to detail, exposure to dangerous equipment, heavy traffic, streams and rivers and some exposure to noxious odors and irate citizens exists. SUPERVISION: None LICENSING: Valid Driver's License for driving to County job sites and/or to operate county owned vehicles required IMMEDIATE SUPERVISOR: Chief Project Manager HOURS: 8:00 am - 4:30 pm and as needed; 37.5 hours/week; additional hours as needed EEO CATEGORY: 0202 WORKERS'S COMP CODE: 8601 I agree that the contents of this job description are a fair and accurate representation of the duties of this position being described. Employee Signature: ____________________________________________ Date: ____________________ Supervisor Signature: ____________________________________________ Date: ____________________
    $51k-77k yearly est. 19d ago
  • Office Manager at Riverstone Orthodontics

    Riverstone Orthodontics 4.7company rating

    Coeur dAlene, ID jobs

    Job DescriptionDescription: Riverstone Orthodontics is seeking an experienced, organized, and team-oriented Office Manager to lead our practice and support excellence in patient care. Known for delivering compassionate orthodontic treatment and building lifelong patient relationships, our clinic provides a supportive environment where leadership, communication, and operational excellence are key. This is an exciting opportunity to oversee daily office functions, mentor staff, and help shape the patient and team experience at our well-established practice. Website: Riverstone Orthodontics Why Join Us? Respected orthodontic practice committed to high-quality care for patients of all ages Supportive and collaborative team culture Modern office with advanced orthodontic technology Opportunity to lead a strong administrative team and influence operational success Focus on patient experience, staff development, and long-term relationships Experience & Key Responsibilities: Oversee the day-to-day administrative operations of the office Lead, mentor, and support front desk and administrative staff Ensure seamless patient scheduling, check-in/check-out, and insurance coordination Monitor office workflows and implement process improvements to increase efficiency Assist with hiring, onboarding, training, and performance management of team members Handle patient concerns professionally and help maintain patient satisfaction Maintain compliance with office policies, HIPAA, OSHA, and regulatory requirements Work closely with clinical leadership to support cohesive practice operations Manage vendor relationships and office supplies Comprehensive Benefits Package: Competitive salary commensurate with experience Medical, Dental, Vision insurance Retirement savings plan (401(k)) Paid time off and paid holidays Requirements: Proven experience in dental or orthodontic office management or administrative leadership Strong organizational, leadership, and communication skills Proficiency with practice management software and office technology Knowledge of dental/orthodontic insurance and billing processes preferred Ability to handle multiple priorities in a fast-paced clinical environment Professional demeanor and commitment to delivering excellent patient service Team members are expected to uphold the culture outlined in the SDB Handbook, with a focus on our core values and any additional responsibilities as defined Join our team and make a meaningful impact on our practice's operations, patient experience, and staff success. If you're a proactive leader who thrives in a collaborative environment and shares our commitment to delivering exceptional orthodontic care, we'd love to hear from you!
    $35k-45k yearly est. 12d ago
  • Office Manager at Riverstone Orthodontics

    Riverstone Orthodontics 4.7company rating

    Coeur dAlene, ID jobs

    Full-time Description Riverstone Orthodontics is seeking an experienced, organized, and team-oriented Office Manager to lead our practice and support excellence in patient care. Known for delivering compassionate orthodontic treatment and building lifelong patient relationships, our clinic provides a supportive environment where leadership, communication, and operational excellence are key. This is an exciting opportunity to oversee daily office functions, mentor staff, and help shape the patient and team experience at our well-established practice. Website: Riverstone Orthodontics Why Join Us? Respected orthodontic practice committed to high-quality care for patients of all ages Supportive and collaborative team culture Modern office with advanced orthodontic technology Opportunity to lead a strong administrative team and influence operational success Focus on patient experience, staff development, and long-term relationships Experience & Key Responsibilities: Oversee the day-to-day administrative operations of the office Lead, mentor, and support front desk and administrative staff Ensure seamless patient scheduling, check-in/check-out, and insurance coordination Monitor office workflows and implement process improvements to increase efficiency Assist with hiring, onboarding, training, and performance management of team members Handle patient concerns professionally and help maintain patient satisfaction Maintain compliance with office policies, HIPAA, OSHA, and regulatory requirements Work closely with clinical leadership to support cohesive practice operations Manage vendor relationships and office supplies Comprehensive Benefits Package: Competitive salary commensurate with experience Medical, Dental, Vision insurance Retirement savings plan (401(k)) Paid time off and paid holidays Requirements Proven experience in dental or orthodontic office management or administrative leadership Strong organizational, leadership, and communication skills Proficiency with practice management software and office technology Knowledge of dental/orthodontic insurance and billing processes preferred Ability to handle multiple priorities in a fast-paced clinical environment Professional demeanor and commitment to delivering excellent patient service Team members are expected to uphold the culture outlined in the SDB Handbook, with a focus on our core values and any additional responsibilities as defined Join our team and make a meaningful impact on our practice's operations, patient experience, and staff success. If you're a proactive leader who thrives in a collaborative environment and shares our commitment to delivering exceptional orthodontic care, we'd love to hear from you!
    $35k-45k yearly est. 43d ago
  • Insurance Svc Manager II

    Jpmorgan Chase 4.8company rating

    Tempe, AZ jobs

    Be part of JPMorganChase's Wholesale Lending Services group! Join our Central Insurance Team and be the compliance expert we're looking for. As an Insurance Service Manager II within JPMorganChase, you will play a pivotal role in ensuring the quality and timeliness of insurance servicing activities. Your expertise in reviewing assets and collateral for appropriate insurance coverage will be crucial in maintaining the integrity of our loan portfolio. You will be expected to identify trends, root causes of errors, and propose solutions to enhance our servicing guidelines. Your proficiency in conflict management and critical thinking will be key in liaising with various departments and external vendors, ensuring compliance with policies and procedures. Your advanced strategic planning and time management skills will enable you to effectively prioritize tasks, manage change, and drive continuous improvement in our lending services. **Job responsibilities** + Conduct comprehensive reviews of assets and collateral to ensure appropriate insurance coverage, utilizing advanced knowledge of insurance servicing and lending services. + Analyze and report on the quality and timeliness of insurance servicing activities, identifying trends and root causes of errors to enhance servicing guidelines. + Collaborate with internal departments and external vendors to ensure compliance with policies and procedures, leveraging proficient conflict management skills. + Prioritize and manage tasks effectively, utilizing advanced time management and strategic planning skills to drive continuous improvement in lending services. + Contribute to the development and implementation of process improvements, utilizing problem-solving skills and a keen attention to detail. **Required qualifications, capabilities, and skills** + Three or more years of experience in insurance servicing, with a focus on reviewing assets and collateral for appropriate coverage. + Demonstrated proficiency in analyzing and reporting on the quality and timeliness of insurance servicing activities. + Proven ability to identify trends and root causes of errors in insurance servicing, and propose effective solutions. + Advanced skills in strategic planning and time management, with a track record of driving continuous improvement in lending services. + Proficient in conflict management, with experience in liaising with various departments and external vendors to ensure compliance with policies and procedures. **Preferred qualifications, capabilities, and skills** + Proficient in leveraging AI/ML to enhance insurance processes and improve decision-making capabilities. + Skilled in overseeing project management activities to ensure timely and successful delivery. + Strong ability to build and influence relationships, with excellent written, oral, and interpersonal communication skills. + Capable of identifying opportunities for process enhancements and implementing best practices JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
    $93k-122k yearly est. 21d ago
  • Office Manager (San Francisco, CA)

    Oppenheimer & Co. Inc. 4.7company rating

    San Francisco, CA jobs

    Who We Are: Oppenheimer & Co. Inc. (ā€œOppenheimerā€) is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering creative, market-based strategies to clients in all major industries, with a specific focus on Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Rental Services, Technology, Media and Communications as well as Transportation and Logistics. Our product groups include Equity Capital Markets, Debt Capital Markets, Fund Placement and Advisory, Mergers and Acquisitions as well as Restructuring and Special Situations Advisory. This combination of industry and product groups enables the firm to deliver advice, strategies and capital with a universal banking approach to our targeted client - high growth, entrepreneurial, middle market companies. Job Description We are actively seeking an Executive Assistant/Office Manager to join our San Francisco office. This is a unique opportunity to work closely with senior members of the team and counterparts across the firm. The candidate will play an important role in maintaining a professional environment that will create a differentiated experience for both visitors and employees in addition to providing exceptional administrative support. Executive Assistants serve as critical members of the team, therefore the ideal candidate will have a proactive mindset in order to anticipate business needs. The successful candidate can expect to be part of a highly driven and motivated team as well as be exposed to the many facets of Investment Banking. Strong performers can expect to take on elevated duties where suitable. Responsibilities: Provide general administrative support, which includes but not limited to the creation, maintenance and editing of documents, spreadsheets, files, presentations, market data, and CRM systems Calendar management and coordination of meetings/events/conferences, including complex travel arrangements Preparation and tracking of expense reports and reimbursements for individuals and vendors Prioritize daily work, track progress of projects, deadlines and follow ups, answer phones and take messages Facilitate visits from vendors, clients and firm personnel, which includes but not limited to the presentation of the room and setup of catering and AV equipment Assist with ad hoc responsibilities which may include but not limited to marketing materials, IT Support, mailings or deliveries and facility/building requests Support recruitment and onboarding initiatives, including interview scheduling, gathering feedback, reference checks and pre-hire/new-hire requests Maintain an ongoing Reception Desk presence as needed Coordination of office projects and upkeep of the corporate office space, including managing and ordering supplies Qualifications: Bachelor's Degree required Experience as an Executive Assistant in a corporate environment, ideally within financial services industry Must be a team player with an energetic, positive disposition seeking growth and opportunity to expand the role Must be a self-starter looking to make an impact on a team Must be able to maintain the highest level of confidentiality Driven mentality with strong interpersonal skills to interact with stakeholders and C-level clients in a professional and friendly manner Demonstrate strong accuracy and thoroughness in all facets of daily work and possess superb organizational skills, and ability to multi-task Able to meet designated deadlines and work effectively in a pressurized environment Able to handle regular activities without prompting Possess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook), Zoom, and expense tracking Compensation: For job postings in California, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to California and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary is $100,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.
    $100k yearly 16d ago
  • Business Office Director - Senior Living

    Aviva River Bend 4.6company rating

    Rochester, MN jobs

    Job Description At Aviva River Bend, we redefine excellence in retirement living for residents of Rochester and neighboring communities like Byron and Stewartville. Our facilities blend luxury with functionality, offering residents top-tier amenities such as chef-prepared meals, spacious and elegantly furnished apartments, and comprehensive wellness programs. This holistic approach ensures that every aspect of daily life is not only comfortable but also enriching, making each resident feel deeply valued and truly at home. Join us at Aviva River Bend and be part of a community that prioritizes the well-being and happiness of our residents, fostering a sense of comfort, connection, and joy every day. We are searching for a Business Office Director to manage community accounting and human resources functions. Medicaid Waiver experience is a plus. This salaried position is primarily Monday through Friday with participation in weekend Manager on Duty rotation. $58-64K salary range + bonus + benefits. Primary Responsibilities: Handle all resident services billing; track and apply payments to appropriate accounts. Provide accurate reporting and analysis. Oversee collections activities. Supervise the concierge position. Track expenses and control costs within budgetary guidelines. Assist with departmental budget preparation. Make reports and recommendations to Executive Director as necessary or required concerning operation of departments. Participate in surveys and inspections made by government agencies. Plan, direct, and evaluate activities of the staff and contracted human resources and payroll staff. Work closely with contracted HR/Payroll Administrator and internal staff to ensure the accuracy of payroll, billing and all corresponding journal entries. Manage payroll/HRIS vendor relationship, including data feeds, banking, and reporting. Oversee staff time/attendance reporting. Process biweekly payroll and wage/tax reporting. Manage staffing strategy; consult with management on overall staffing plan and turnover. Recruit, orient and train staff. Track applicants, evaluate qualifications, conduct screening interviews, schedule interviews with hiring managers, handle offers and regrets letters. Verify employment eligibility (references, licenses, background checks, I-9s, etc.). Schedule and follow up on medical screening (drug testing, PPD). Process New Hire paperwork. Handle exit interviews and paperwork. Respond to employment verification requests and unemployment claims. Maintain documentation and files according to regulations. Organize and update New Employee Orientation. Develop, schedule, and conduct, as appropriate, mandatory in-service training classes and educational programs that meet regulatory guidelines. Maintain documentation. Maintain and update Quality Compliance checks for HR (employee records). Assist in the communication and administration of employee benefits in accordance with plan documents. Handle FMLA and other leaves of absence (issue appropriate notices, collect medical certifications, etc.). Assist in responding to workers' compensation claims. Review, evaluate, and stay abreast of all employee incident reports; monitor trends. Handle employee relations, including employee announcements and special events, as well as employee problems, complaints, and disciplinary actions. Respond to harassment and discrimination charges. Maintain current compensation plan in accordance with FLSA. Manage performance review process. Minimum Job Qualifications Bachelor's degree or equivalent combination of training and experience. At least 3 years of progressively responsible work experience in accounting/billing and/or business office management, preferably in senior living or related industries. Knowledge and experience in human resources and payroll preferred as well as experience working with information technology to achieve departmental goals. Ability to read, write, follow written/oral instructions, and communicate effectively in English. Integrity and discretion in dealing with employees and handling health information. Strong interpersonal skills. Ability to manage multiple tasks, adapt to changing priorities, and meet deadlines. Good analytical, problem solving, and organizational skills. Ability to work with the elderly in a courteous and friendly manner. Full-time employees can take advantage of: Medical/Prescription Insurance Dental Insurance Vision Insurance Paid time off accrued up to 15 days per year. Paid Holidays Employee Referral Program Company Paid Life Insurance Pet Insurance available Company matching 401k Available pay advance (daily pay) Aviva Senior Living has achieved designation as a Great Place to Work and is an Equal Opportunity Employer and a Drug-Free Workplace. The final pay offered to a successful candidate will be dependent on several factors that may include but are not limited to the type and years of experience within the job, the type of years and experience within the industry, education, etc.
    $58k-64k yearly 18d ago
  • Front Office Manager

    Merritt Hospitality, LLC D/B/A HEI Hotels & Resorts 4.3company rating

    New Orleans, LA jobs

    About Us Where Canal Street meets Bourbon Street, the Astor Crowne Plaza New Orleans provides luxury accommodations amid the beating heart of the legendary French Quarter. Discover a rich diversity of elegant comforts and conveniences, including free Wi-Fi, flat screen HD TVs, a sparkling outdoor seasonal swimming pool, an acclaimed on-site restaurant and state-of-the-art fitness facility. Just outside, you'll enjoy a whirlwind of enchanting festivals, theater, music, cultural exhibits and culinary delights. At the Astor Crowne Plaza, associates are family not just employees. We offer complimentary uniforms, meals and 24/7 discounted downtown parking. Apply now so we can learn more about you! Don't meet every single requirement of this job? At HEI we are dedicated to building a diverse and inclusive workplace, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we encourage you to still send in your information. You may be the perfect candidate for this or for other roles within our organization! We value U.S. military experience and invite all qualified military candidates to apply. Overview Ensure guest service standards of the guest arrival, departure, and any other guest contact experience are met through optimal training, staffing, and supervision of labor, efficient management of operating supplies, and proactive monitoring of guest service scores and comments. Essential Duties and Responsibilities Ensure efficient guest registration, checkout, guest service, and telephone service, while ensuring all brand standards are being applied. Implement company and franchise programs. Prepare forecasts and reports and assist in the development of the room's budget. Monitor and maintain the front office systems and equipment to ensure their optimum performance. Track guest satisfaction surveys and maximize usage of the guest response tracking system. Develop and implement controls for expense management. Utilize labor management tools to schedule and control labor costs. Interview, hire, train, develop, resolve problems, provide open communication, and recommend discipline and/or termination when appropriate of staff members. Ensure timely completion of performance appraisals. Communicate both verbally and in writing to provide clear direction to staff. Interact positively with customers and take action to resolve problems to maintain a high level of customer satisfaction and quality. Ensure compliance of front office, guest service, and PBX standard operating procedures and policies. Ensure all Front Office Quality Standards are complied with and are consistently applied. Coordinate activities with other hotel departments in order to facilitate increased levels of communication and guest satisfaction. Assist in the daily maintenance of room inventory status to achieve optimal levels of revenues while maintaining high levels of guest expectations. Resolve customer complaints; anticipate potential problems by reviewing and monitoring complaints, operational issues, business flow and associate performance to ensure high levels of customer satisfaction and quality. Develop strong relations with the sales team to discuss and implement sales strategies to continually improve occupancy levels and revenues. Regular attendance in conformance with the standards is essential to the successful performance of this position. Comply with attendance rules and be available to work on a regular basis. Perform any other job-related duties as assigned. Qualifications and Skills Minimum of 2 years Front Desk experience, preferably in leadership role. Proficient with PMS system. Advanced knowledge of brand's reward program. Able to handle cash and credit transactions. Computer literacy and financial management a must. Able to effectively deal with internal and external customers, some of whom will require high level of patience, tact and diplomacy to defuse anger and collect accurate information and resolve conflicts. General knowledge of local area attractions and transportation. Able to observe and detect signs of emergency situations. Able to remain calm and alert, during emergency situations and/or heavy hotel activity, serving as a role model for clerks and other associates. Working knowledge of federal, state and local laws governing equal employment opportunity and civil rights, occupational safety and health, wage and hour issues and labor relations, including, but not limited to the following statues and their comparable state and local laws. Able to establish and maintain effective working relationships with associates and customers. Able to make sound business decisions and take action quickly based on previous experience and good judgment. Knowledge of hotel operations, including marketing plans, security and safety programs, personnel and labor relations, preparation of business plans, repairs, maintenance, budget forecasting, quality assurance programs, hospitality law, and long-range planning. Effective verbal and written communication skills. Ability to adapt communication style to suit different audiences, such as effectively communicating with supervisors, coworkers, public etc. Compensation Tipped/Service Charge Eligible? No Discretionary Performance Bonus Eligible? No Benefits HEI Hotels and Resorts is committed to providing a comprehensive benefit program that offers you choices for your physical, mental and financial wellness, creating value in your most important investment - you! For your physical and mental wellness we offer competitive Medical and Dental programs through Anthem Blue Cross Blue Shield as well as Vision insurance programs through EyeMed. Our Vacation, Sick and Holiday programs are available for you to rejuvenate with time off. HEI also provides pet insurance through the ASPCA. For your financial wellness, HEI provides a wide array of coverage, including Supplemental, Spousal and Child Life insurance as well as Short and Long-Term Disability plans. Our 401(k) Savings Plan with matching funds, and discounts through our 'YouDecide' and Hotel Room Discount programs provide additional incentives for choosing HEI as the employer of your future. Specific details and eligibility of these programs vary by location and employment status. HEI Hotels and Resorts is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.
    $35k-46k yearly est. 7d ago
  • Director of Tax - Family Office and Real Estate

    Republic Bank of Chicago 4.2company rating

    Oak Brook, IL jobs

    Inter Continental Real Estate and Development Corporation a Republic Bank Affiliate Employment Status: Regular, Full Time Who We Are Founded in 1968 and centrally located in Oak Brook, IL, the Inter Continental Real Estate and Development (ICD) family of companies is a diverse group of operating entities, all of which are well capitalized, with primary emphasis in the following industries; real estate development and related services, banking and financial related services, and leisure and entertainment facility management. In addition to the operating entities, the same family that owns ICD also has significant real estate and financial investments that are managed through its Family Office. What You'll Be Doing The Family Office Tax Director will play a critical role in overseeing the tax compliance and tax planning for our operating businesses, real estate development, and property management activities, while providing strategic direction and tactical execution for tax planning and tax compliance initiatives of the Family Office. Among other things, this includes ultra-high net worth individual, ā€œCā€ & ā€œSā€ corporate, partnership, tax exempt, and fiduciary federal income tax planning and compliance as well as State & Local Tax and Estate and Gift Tax planning and compliance. The ideal candidate will have a strong background in ultra-high net worth individual, real estate and general business tax planning and compliance, family office experience, experience in the management of internal staff, and experience with management of outside professionals including but not limited to outside lawyers, accountants and consultants as it relates to tax planning and compliance for the Family Office. In conjunction with our Family Office General Counsel, and our Chief Financial Officer, and with the support of our Controller, you will work directly with Company Ownership, and the managers of our various lines of business, and be responsible for the following functions including but not limited to: Fostering a positive and high performing culture across the Family Office and the ICD family of companies. Working with Company Ownership to set and achieve goals. Recruiting, developing, and retaining high performing personnel with the help of our HR function. Monitoring and continuously upgrading our tax policies and procedures to ensure performance, efficiency and compliance. Overseeing all outside tax advisers regarding specialty advice which may include, Tax Free Exchanges, Opportunity Zones, Tax Credits, Foreign, SALT, and other similar areas with a focus on strategic direction, tactical execution, and cost containment. Assisting with ongoing multi-generational estate & gift tax planning for Company Ownership in conjunction with our Family Office General Counsel and with outside estate planning legal counsel. Coordinating and managing tax efficiency across the Family Office including evaluating after tax returns on various investment alternatives and overseeing and budgeting for estimated tax payments across the Family Office in conjunction with the Family Office CFO and outside financial advisers. Coordinating tax planning in conjunction with the Family Office General Counsel and outside tax advisers. Continuously working with our IT Director to optimize adoption of technology enhancements, improved information reporting, and securing confidentiality of proprietary data. Coordinating and leading internal and external teams to achieve Family Office initiatives. Who You Are Certified Public Accountant (CPA) designation highly desired and preferably a Masters or other degree in Tax, Accounting, Finance, Real Estate, or a related field. Minimum of 10+ years of experience representing or working for entrepreneurial closely held enterprises or Family Offices, with at least 2 years in a leadership role at a CPA firm, or Family Office or internally at a closely held business. Strong real estate tax experience ideally in all dimensions including acquisitions, dispositions, property development, property management and ownership structuring across a range of property types. Strong general business tax experience preferably across a range of industries. Proficiency with Microsoft GP and Lacerte Tax strongly preferred. Substantial experience with Microsoft Office suite including most notably Excel. General knowledge of foreign income disclosure and reporting is a plus. Experience working in or with a Family Office is preferred with adaptability and flexibility to shift projects and balance priorities. Lifetime learner and able to quickly get up to speed on new initiatives. Effective communication and people skills, with the ability to work collaboratively in a team environment. Excellent analytical skills and attention to detail. Strong organizational and time management skills, with the ability to prioritize tasks and meet deadlines. Ability to be in the office on a full-time basis. Our Commitment Inter Continental Real Estate and Development Corporation is fully committed to fostering a workplace culture where all individuals feel valued, respected, and empowered to thrive-because our most important asset is, and always will be, our people. What We Offer As a commitment to your physical, emotional, and financial wellbeing, we are proud to offer a comprehensive benefits package as part of your overall compensation, including: A competitive salary range estimated at $145,000-165,000+ per year for this position. (Final compensation may vary based on experience, skills, and qualifications) Discretionary annual performance bonus Generous Paid Time off to help you rest, recharge, and take care of what matters most Health, dental, and vision insurance with tax-advantaged FSA and HSA account options Retirement benefits including 401k plan with attractive employer match Parental Leave for both primary and secondary caregivers Short-term and long-term disability coverage for long-term income security Basic Life and AD&D insurance with elective additional coverage for you, your spouse, or children Mental health and wellness benefits including Headspace meditation app subscription, Wellable app subscription with company-wide team and individual competitive challenges, and access to our Employee Assistance Program To learn more about ICD, please visit our website at: *********************
    $57k-65k yearly est. 19d ago
  • General Office Manager - Administrative and Payroll

    National Mortgage Staffing 3.9company rating

    Wichita, KS jobs

    Our client is seeking a full-time, in-office Office Manager to support daily administrative operations with a primary focus on payroll coordination. This role is ideal for someone who enjoys owning administrative processes and ensuring payroll and office functions run smoothly. This position is administrative in nature and does not involve people management or departmental leadership. Payroll is processed through Gusto, and experience with payroll systems is strongly preferred. Responsibilities include processing payroll, maintaining employee records, supporting basic HR-related administrative tasks, and assisting with day-to-day office operations. The role requires strong attention to detail, organization, and reliability. This is a full-time, in-office position based in Wichita, Kansas. Pay range is $20-25 per hour. Thank you for your interest! If your background aligns with our clients needs, one of our Recruiters will reach out. Please Check your spam folder and voicemail for messages from our recruiters. Unfortunately due to high volumes of applicants, we may not be able to respond to those who are not a fit. If you do not hear from us regarding this application, please know we do appreciate your interest and encourage you to continue to keep an eye on our website for new opportunities.
    $20-25 hourly 4d ago
  • Office Administration Manager

    William Blair 4.9company rating

    San Francisco, CA jobs

    The Office Administration Manager will execute office administration services to meet the needs of local staff. Manage any large/complex office construction projects. Monitor any office services outsourcing/contractor relationships. Serve as a contact person or escalation point for office services questions, issues or special requests. Develop, manage and implement office specific WREM procedures related to facilities, hospitality, phone, security, tech support, mail, copy, travel. Employee in this role will be required to work in the office 5 days a week. Responsibilities include but may not be limited to: Execute office administration services to meet the needs of the local staff, including office buildouts/relocations, furniture moves, repairs/maintenance, meetings/conference room services, technology troubleshooting, and general office operations. Ensure excellent customer service with minimal disruption. Ensure established policies, procedures and standards are followed. Monitor annual office administration budget to ensure alignment and allocate invoices for payment. Manage key aspects of office construction projects from initial planning phase to final move in. Lead the vendor selection process. Ensure corporate space/design standards are followed. Coordinate and oversee construction/real estate vendors. Participate in the project planning process, track adherence to plan and ensure timing requirements are met. Respond to project related questions and/or issues. Monitor office services outsourcing/contractor relationships, such as reception, mailroom, conference room/meeting planning, etc. Ensure outsourced staff meets performance expectations and service commitments and appropriate staffing levels are provided. Arrange for maintenance/repairs when needed, ensuring quick response and minimal disruption. Serve as a contact for office services questions, issues or special requests. Maintain relationships with local office management and employees to stay abreast of needs and employee satisfaction. Maintain relationships with external vendors, outsourcing firms and other office administration professionals. Liaise with landlord, property manager, and local suppliers. Maintain relationships with corporate WREM staff to stay informed of corporate standards, trends and changes. Leverage relationships to respond to local office services needs/requests when needed. Help develop meeting room and hospitality procedures specific to each office location and monitor for efficiency and cost effectiveness. Plan and coordinate office wide events (holiday party, community engagement, alliance groups). Coordinate with Director of Security to develop and implement safety procedures. Develop and oversee office supply program and monitor for cost efficiency. Act as liaison with Brand Marketing & Communication (BMC) for communication and implementation of BMC initiatives. Additional responsibilities as requested. Qualifications: Bachelor's Degree and or 5+ years office management experience required Ability to successfully lead a team and work and excel in a team environment Commits to satisfying internal and external customers Good organizational, communication, and daily prioritization skills Basic working knowledge of Microsoft office products. Excellent verbal and written communication skills Proven problem solving and critical thinking skills Willingness to adapt to change Ability to work in a fast-paced environment Strong time management and project management skills #LI-CH #LI-Onsite
    $51k-66k yearly est. Auto-Apply 41d ago
  • 145 - Boonsboro - Community Office Manager

    First United Corporation 4.6company rating

    Boonsboro, MD jobs

    Job Reporting Relationships Supervised by: Regional Retail Manager Supervises: Relationship Advisor, Customer Service Representative Basic Qualifications Education/Training: A high school diploma or equivalent with an emphasis in accounting or business curriculum; college degree preferred; successful completion of First United Bank & Trust Community Office Manager Certification Program; obtain and maintain appropriate Bank Product Knowledge Certification; obtain and maintain active Nationwide Mortgage Licensing Registry (NMLS) and complete appropriate SAFE Act training. Skill(s): Proficient reading, writing, grammar, and mathematics skills; proficient interpersonal relations, communicative, and sales skills; demonstrated management and supervisory skills sufficient to manage a staff of up to eight (8) employees and/or branch asset size of $16 million to $40 million; moderate consumer lending authority and small business banking skills; a thorough knowledge of the features and benefits of all bank products and services; a working knowledge of bank operating policies and procedures; visual and auditory skills; valid driver's license. Experience: A minimum of three (3) to five (5) years' related experience normally required. General Responsibilities Responsible for managing the Community Office in order to meet the financial services needs of customers in the assigned community market area; implementing strategies to achieve goals developed for the office as part of the Retail Banking Division's annual operating plan; ensuring the office's compliance with operating policies and procedures and outside regulatory requirements; directly supervising assigned personnel; communicating with appropriate management and staff personnel; providing periodic reports; performing all of the duties of a Relationship Advisor. Essential Duties 1. Manages the Community Office in order to meet the financial services needs of customers in the assigned community market area as follows: a. Works with management in establishing growth, sales, and profit objectives for the office; provides input to these objectives and to the manner in which performance will be measured and controlled. b. Ensures that the community office is properly staffed and that the staff is trained to meet customer service needs as well as sales objectives. c. Makes certain that all office operations are performed in accordance with established bank policies and procedures, either directly or through appropriate supervisor, e.g., office balancing, control of vault cash, etc. d. Provides for the proper security, maintenance, and cleanliness of the office; supervises the opening and closing of the building and vault; makes necessary provisions for the securing and accounting of negotiable papers. e. In consultation with the sales staff, establishes specific sales and customer service goals for each sales representative. f. Makes certain that all customer service personnel are adequately trained both with respect to product knowledge and selling techniques. g. Ensures that all sales and customer service reporting information is provided on a timely basis. h. Conducts regularly scheduled (at least monthly) sales and customer service meetings. i. Serves as an active member of the office customer service team by performing all of the duties of a Relationship Advisor and, as such, is held accountable for sales performance. (See Relationship Advisor Description.) j. Makes "outside" sales and customer service calls on present and prospective customers within the office's market area. k. Actively participates in the community in a manner that reflects favorably on the Bank. l. Becomes actively involved in targeted community activities and organizations. 2. Implements strategies to achieve goals assigned to the office as established in the Retail Banking Division's annual operating plan; assists in the development of the annual budget for the office and adheres to budget parameters. 3. Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the work place. 4. Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Bank Secrecy Act (BSA); Equal Credit Opportunity Act, etc.; ensures that the office and all personnel adhere to the same. 5. Directly supervises assigned personnel as follows: a. Assists in the selection of new personnel as appropriate. b. Makes provisions for the proper orientation and training of new personnel. c. Reviews employee performance throughout the probationary period and on a regularly scheduled basis thereafter. d. Organizes, schedules, and distributes work among assigned personnel. e. Keeps personnel informed of pertinent policies and procedures affecting the office and/or their jobs; creates an atmosphere in which upward communication from employees is encouraged. f. Administers personnel policies and procedures as established by bank policy. 6. Communicates with the Community Success Manager other office managers, and appropriate staff personnel in order to integrate goals and activities. 7. Provides periodic reports to the Community Success Manager and other groups as required throughout the Bank. 8. Participates as an active member of Team Sales group by attending and participating in the monthly sales meetings. 9. Proactively identifies fee income opportunities by referring across all lines of business such as Trust, Brokerage, Mortgage, Commercial, and in order to meet assigned fee production goals. Ancillary Duties 1. Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances. Job Location Various locations as assigned Equipment/Machines 1. Automobile 2. Telephone 3. PC/Computer keyboard 4. Printer 5. Fax machine 6. Copy machine 7. Calculator Job Reporting Relationships Supervised by: Managing Director of Retail Supervises: Relationship Advisor, Customer Service Representative Basic Qualifications Education/Training: A high school diploma or equivalent with an emphasis in accounting or business curriculum; college degree preferred; successful completion of First United Bank & Trust Community Office Manager Certification Program; obtain and maintain appropriate Bank Product Knowledge Certification; obtain and maintain active Nationwide Mortgage Licensing Registry (NMLS) and complete appropriate SAFE Act training. Skill(s): Proficient reading, writing, grammar, and mathematics skills; proficient interpersonal relations, communicative, and sales skills; demonstrated management and supervisory skills sufficient to manage a staff of up to eight (8) employees and/or branch asset size of $16 million to $40 million; moderate consumer lending authority and small business banking skills; a thorough knowledge of the features and benefits of all bank products and services; a working knowledge of bank operating policies and procedures; visual and auditory skills; valid driver's license. Experience: A minimum of three (3) to five (5) years' related experience normally required. General Responsibilities Responsible for managing the Community Office in order to meet the financial services needs of customers in the assigned community market area; implementing strategies to achieve goals developed for the office as part of the Retail Banking Division's annual operating plan; ensuring the office's compliance with operating policies and procedures and outside regulatory requirements; directly supervising assigned personnel; communicating with appropriate management and staff personnel; providing periodic reports; performing all of the duties of a Relationship Advisor. Essential Duties 1. Manages the Community Office in order to meet the financial services needs of customers in the assigned community market area as follows: a. Works with management in establishing growth, sales, and profit objectives for the office; provides input to these objectives and to the manner in which performance will be measured and controlled. b. Ensures that the community office is properly staffed and that the staff is trained to meet customer service needs as well as sales objectives. c. Makes certain that all office operations are performed in accordance with established bank policies and procedures, either directly or through appropriate supervisor, e.g., office balancing, control of vault cash, etc. d. Provides for the proper security, maintenance, and cleanliness of the office; supervises the opening and closing of the building and vault; makes necessary provisions for the securing and accounting of negotiable papers. e. In consultation with the sales staff, establishes specific sales and customer service goals for each sales representative. f. Makes certain that all customer service personnel are adequately trained both with respect to product knowledge and selling techniques. g. Ensures that all sales and customer service reporting information is provided on a timely basis. h. Conducts regularly scheduled (at least monthly) sales and customer service meetings. i. Serves as an active member of the office customer service team by performing all of the duties of a Relationship Advisor and, as such, is held accountable for sales performance. (See Relationship Advisor Description.) j. Makes "outside" sales and customer service calls on present and prospective customers within the office's market area. k. Actively participates in the community in a manner that reflects favorably on the Bank. l. Becomes actively involved in targeted community activities and organizations. 2. Implements strategies to achieve goals assigned to the office as established in the Retail Banking Division's annual operating plan; assists in the development of the annual budget for the office and adheres to budget parameters. 3. Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the work place. 4. Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Bank Secrecy Act (BSA); Equal Credit Opportunity Act, etc.; ensures that the office and all personnel adhere to the same. 5. Directly supervises assigned personnel as follows: a. Assists in the selection of new personnel as appropriate. b. Makes provisions for the proper orientation and training of new personnel. c. Reviews employee performance throughout the probationary period and on a regularly scheduled basis thereafter. d. Organizes, schedules, and distributes work among assigned personnel. e. Keeps personnel informed of pertinent policies and procedures affecting the office and/or their jobs; creates an atmosphere in which upward communication from employees is encouraged. f. Administers personnel policies and procedures as established by bank policy. 6. Communicates with the Community Success Manager other office managers, and appropriate staff personnel in order to integrate goals and activities. 7. Provides periodic reports to the Community Success Manager and other groups as required throughout the Bank. 8. Participates as an active member of Team Sales group by attending and participating in the monthly sales meetings. 9. Proactively identifies fee income opportunities by referring across all lines of business such as Trust, Brokerage, Mortgage, Commercial, and in order to meet assigned fee production goals. Ancillary Duties 1. Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances. Job Location Various locations as assigned Equipment/Machines 1. Automobile 2. Telephone 3. PC/Computer keyboard 4. Printer 5. Fax machine 6. Copy machine 7. Calculator Full Time Employment Benefits: Fulltime hourly-paid employees will be provided 12-days of Paid Time Off (PTO), that is accrued 1-day for each month worked. After the completion of 90-days of employment accrued PTO can be used for any purpose including being paid for absences or vacation time. At the end of the first year of employment, any unused PTO will be converted to the employee's sick time accrual. Sick time will begin accruing effective on the employees first year anniversary up to 120 days. At that point, PTO is no longer available; and any paid absence will be eligible under the sick, vacation, personal and family sick pay policy. After one year of service the employee is eligible for their annual vacation benefit. Salaried-paid employees are not eligible for PTO and accrue paid sick days at 1-day per month; and any vacation time that has been approved for the 1st year of employment. 12 paid holidays, 2 Personal days, 2 Family Sick days, 2 Volunteer Days after completion of 90 days of employment. Eligible for Health Care, Dental and Vision (single and family) the first of the month following 30 days of full-time employment. 401(k) eligible on the first day of the month following 30 days of employment with employer match available. Company Wellness Program. Company Stock program available after 1 year of employment. Annual Performance Reviews completed, and salary increase amount given based on individual performance. This position is an hourly position eligible for overtime Hourly Range Minimum: $17.02 Maximum: $37.45
    $17 hourly 15d ago

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