Employee Benefit Plan Advisor
KPM CPAs, PC job in Springfield, MO
KPM is seeking a client-based employee benefit plan administrator and advisor to join our team.
At KPM, we understand how much work affects your life. That's why we're dedicated to making KPM one of the best places to work. We recognize our professionals are at their best when provided with the opportunity to experience a full family and personal life and a challenging and rewarding career with growth potential. KPM provides a range of professional development opportunities and makes mentorship a focus. We also provide a competitive salary and benefits package. See what makes us different. A career at KPM simply adds up.
The ideal candidate will have the skills necessary to expand the service line and help service our existing and growing client base.
Responsibilities
Develop and implement marketing strategies designed to expand KPM's retirement plan administration service line, including participation in relevant networking functions, such as conferences, events, etc.
Engage internal marketing for branding, standardization of client-facing documents, and overall marketing opportunities, including speaking engagements; present client and participant education opportunities in-person and virtually
Develop ongoing and time-relevant industry related content including upcoming regulatory topics and changes impacting retirement landscape and planning
Serve as a point-of-contact for employee questions regarding their plan; have a thorough understanding of each plan's individual documents and help ensure compliance with ERISA and other applicable rules & regulations
Administer daily retirement plan activities on behalf of client participants
Enroll employees in the plan, process contributions and coordinate with each plan's investment manager
Process participant distribution and hardship requests
Support plan compliance including mandatory action such as fee disclosure notices, qualified default investment choice, summary plan descriptions, etc.
Prepare IRS Form 5500, including working with third-party vendors as required to meet filing deadlines
Review and balance total contributions for all clients annually for non-discrimination testing
Other duties or projects as deemed necessary
Qualifications
5+ years client-service/account manager experience
5+ years 401(k) administration experience
Bachelors degree in business related field
Proven business development experience
Excellent verbal & presentation skills
Specialized knowledge of ERISA, IRS & DOL rules & regulations governing 401(k) plan administration
High level of adaptability & flexibility to meet the changing needs of the business
Attentive to details & strong follow-up skills
Ability to protect & maintain confidential information
Strong interpersonal skills with a client-based focus
Excellent written communication skills
Since 1966, KPM has served a variety of industries and clientele, providing accounting, audit, tax, and consulting services to help clients prosper. KPM is the largest locally owned accounting firm in Southwest Missouri and was recently again ranked one of the Best Accounting Firms to Work for and one of the top 20 firms in the Midwest by Accounting Today in addition to being a top 300 firm nationwide by INSIDE Public Accounting. The firm also is a member of the PrimeGlobal Alliance and has office locations in Springfield and Branson.
To learn more about KPM, visit kpmcpa.com.
KPM is an equal opportunity employer and employer decisions are based on business needs, job requirements and individual qualifications, without regard to race, color, sex, sexual orientation, age, religion, or creed, disability, national origin, or any other protected status.
Tax Supervisor
KPM CPAs, PC job in Springfield, MO
KPM is seeking a tax supervisor to join our team to ensure all tax responsibilities required of assigned accounts are fulfilled, achieving client focused service standards and complying with firm standards and policies, and federal and state tax laws. At KPM, we understand how much work affects your life. That's why we're dedicated to making KPM one of the best places to work. We recognize our professionals are at their best when provided with the opportunity to experience a full family and personal life and a challenging and rewarding career with growth potential. KPM provides a range of professional development opportunities and makes mentorship a focus. We also provide a competitive salary and benefits package. See what makes us different. A career at KPM simply adds up.
Job Duties may include:
Deliver accurate and timely client tax information.
Prepare complex returns with little supervision.
Assist with supervising and training staff
Meeting all client service and compliance deadlines. Providing tax expertise to address client needs.
Maintains current and increases knowledge of subject matter: Federal and state tax laws, regulatory and compliance requirements, and tax planning techniques. Takes personal responsibility for career development.
Work with other department staff to provide seamless client service.
Qualifications/Desired Skills:
At least 5 years of recent public accounting experience with an emphasis in tax
Able to work in a multi-task environment, managing multiple priorities while delivering results
Strong working knowledge of fiduciary tax return preparation and processing in a high volume environment
Exercises sound judgment in decision-making, taking into consideration managing risk and compliance with internal policies and procedures
Demonstrated oral, written and presentation communication skills
BA/BS with a major in accounting & CPA required
About KPM
Since 1966, KPM has served a variety of industries and clientele, providing accounting, audit, tax, and consulting services to help clients prosper. KPM is the largest locally owned accounting firm in Southwest Missouri and was recently again ranked one of the top 20 firms in the Midwest by Accounting Today in addition to being a top 300 firm nationwide by INSIDE Public Accounting. The firm also is a member of The Leading Edge Alliance and has office locations in Springfield and Branson.
KPM is an equal opportunity employer and employer decisions are based on business needs, job requirements, and individual qualifications, without regard to race, color, sex, sexual orientation, age, religion, or creed, disability, national origin, or any other protected status. To learn more about KPM, visit kpmcpa.com.
General Manager
OFallon, MO job
Your Opportunity:
General Manager Titlemax O'fallon, MO
As a General Manager (GM), you'll provide reliable financial solutions to help customers manage everyday challenges. As the driving force behind the store's success, you'll manage daily operations and lead your team to grow revenue, uphold compliance, and build brand loyalty through world-class customer service. It's a high-performance, customer-focused environment designed to inspire growth and innovation.
While you're pouring into your team's development, we invest in your growth through hands-on coaching, executive exposure, and development programs. Your drive for results and passion for people coupled with our comprehensive training will gear you with the tools to make an impact on your team, customers, career, and earning potential.
What We Offer:
Compensation
This position has an hourly pay rate of $24.00 and is eligible for performance bonuses.
The compensation listed represents the base pay for this position, which is just one of the many elements of our Total Compensation package.
Benefits & Perks*
Paid on-the-job training and a comprehensive new hire program.
Access to a robust learning management system, full of e-learning modules to help boost your professional and personal development.
Cross brand training that enables you to move into opportunities at any one of our eleven brands across the country.
Enrollment in a Key Holder Program designed to establish and enhance leadership potential for promotion.
Performance-based career advancement.
Educational Reimbursement Program.
Multiple coverage choices for medical insurance, all include telemedicine and medical spending account options (HSA/FSA).
Traditional 401(k) and Roth 401(k) Retirement plan with a generous Company match program.
Company-Sponsored Life and AD&D Insurance.
Basic and Enhanced Voluntary benefits so you may choose the right coverage at the right price for you and your family. Plans include dental, vision, short-term and long-term disability plans, supplemental life and AD&D insurance, accident, critical illness, hospital indemnity, ID theft protection, legal services program, and pet insurance.
Free access to mental health resources, life coaching, and more for you and your family members through our Employee Assistance Program.
Free access to exclusive discounts from nationwide and local retailers through our Discount Marketplace.
Paid time off that grows with you, starting with 12 days in your first year.
*Based on current benefit offering, which is subject to change with or without notice. Certain benefits are subject to the terms and conditions of the governing plan documents which should be consulted for additional details and eligibility requirements.
What We're Looking For - Qualifications and Skills:
A high school diploma or equivalent.
Minimum two years' experience with proven success in a supervisory or leadership role in retail, finance, service, or related industries.
Operations experience in a leadership capacity.
Excellent verbal and written communication skills.
Proficiency in using phones, Point of Sale, Microsoft Office, and other systems.
Valid driver's license, auto insurance, and personal vehicle to use throughout the workday (mileage compensated).
Must be at least 18 years of age (19 in Alabama).
Background check required. All background checks are conducted, and their results are considered, in accordance with applicable law.
The ability to meet the physical demands of this position, which frequently includes remaining in a stationary position, including standing up to 90% of the time; moving and transporting up to 25 pounds; moving inside and outside of the store; and operating mechanical controls, such as a keyboard.
Nice to Haves - Preferred Qualifications and Skills
Associates degree or higher.
Experience in check cashing, document verification, money order processing.
Bilingual (English/Spanish) is a plus and may be required for certain locations.
What You'll Do - Essential Duties and Responsibilities:
Manage overall store performance by meeting or exceeding Company performance standards.
Coach, lead, and develop all team members to build new business and increase store growth by demonstrating knowledge of and training on systems, Company standards, account management, recovery (collections), job duties, and performance reports.
Lead the charge for all team members to identify local marketing strategies, use business-to-business partnership opportunities, obtain referrals, host and participate in community and in-store events to steer growth and build revenue.
Examine, evaluate, and process loan/pawn applications and all relevant transactions, and assess risk within established limits.
Enforce adherence to quality standards, procedures, and local and state laws and regulations.
Participate in audits and compliance reviews as directed by the corporate office or District Manager.
Supervise and maintain office security including cash management and loss prevention by verifying and documenting cash overages/shortages, vault, inventory, deposits, and expenses.
Conduct proper opening and closing procedures and train new staff in keyholder duties.
Participate in the selection, review, hiring, and retention of new employees.
Develop work schedules in accordance with budget, workloads, and store needs. Ensure the store is staffed for optimal performance.
Handle complex customer situations that arise with integrity and professionalism.
Monitor and maintain internal and external store appearance and address basic facility needs, including scheduling maintenance services. This includes overseeing the store planogram and ensuring seasonal and/or promotional marketing material are displayed properly.
Perform duties outside of the office, when applicable, including on site vehicle appraisals, store errands, and external marketing.
Work efficiently in a rapidly changing and fast-paced environment and handle multiple challenging tasks with ease to meet individual and team performance standards.
Conduct additional tasks as directed by leadership.
Maintain a full-time work schedule with regular, in-person attendance, including weekends. A full-time work schedule for this position includes, at a minimum, 40 hours per week.*
**Store hours, schedules, and/or the minimum number of hours required for this position may be subject to change by brand and at the sole discretion of the Company. Speak with your recruiter about the most up-to-date requirements.
Workplace Awards & Recognition:
We are honored to be recognized as a Military Friendly Employer and Military Friendly Spouse Employer for four consecutive years and have received designation as a Top Employer for Hispanic and Latinos by HLPA in 2023, 2024, and 2025. Additionally, we have been named one of America's Greatest Workplace in Financial Services 2025 by Newsweek.
Our Purpose:
The Community Choice Financial Family of Brands ("CCF" or the “Company”), is one of the largest consumer specialty finance organizations in the U.S. We provide our customers, Team Members, and communities the Power of Choice with over 10 brands represented in more than 1,500 brick-and-mortar stores serving 24 states and online product offerings in 20 states. Community Choice Financial Family of Brands is steadfast in our commitment to help people across the country get access to the short-term financial services they need when they need it the most.
Think you'll thrive here? Learn more at *************************************************
The information contained herein is not intended to be an all-inclusive list of the duties and responsibilities of the job, nor is it intended to be an all-inclusive list of the skills and abilities required to do the job. The Company may, at its discretion, revise the job description at any time, and additional functions and requirements may be assigned by supervisors as deemed appropriate. Requirements, skills, and abilities included have been determined to illustrate the minimal standards required to successfully perform the position.
Community Choice Financial Family of Brands, including its subsidiaries and affiliates, (the “Company”) uses artificial intelligence (“AI”) tools to assist in its recruitment and hiring process.
Read the AI Use Consent and Acknowledgement for more information.
Important: The Community Choice Financial Family of Brands will never ask you for banking or other payment information at any point during the interview or hiring process, nor will we conduct an interview via text message. Any official email correspondence will come from the *****************. In-store positions are in person only.
The Community Choice Financial Family of Brands is committed to providing an inclusive workplace free of discrimination based on race, color, religion, sex, age, national origin, military status, disability, pregnancy, sexual orientation, gender identity or expression, genetic information or any other characteristic protected by applicable law. Candidates of all backgrounds are encouraged to apply. CCFI Companies, LLC is an equal-opportunity employer.
Auto-ApplyGeneral Manager
Shrewsbury, MO job
Your Opportunity:
General Manager TitleMax Shrewsbury, MO
As a General Manager (GM), you'll provide reliable financial solutions to help customers manage everyday challenges. As the driving force behind the store's success, you'll manage daily operations and lead your team to grow revenue, uphold compliance, and build brand loyalty through world-class customer service. It's a high-performance, customer-focused environment designed to inspire growth and innovation.
While you're pouring into your team's development, we invest in your growth through hands-on coaching, executive exposure, and development programs. Your drive for results and passion for people coupled with our comprehensive training will gear you with the tools to make an impact on your team, customers, career, and earning potential.
What We Offer:
Compensation
This position has an hourly pay rate of $24.00 and is eligible for performance bonuses.
The compensation listed represents the base pay for this position, which is just one of the many elements of our Total Compensation package.
Benefits & Perks*
Paid on-the-job training and a comprehensive new hire program.
Access to a robust learning management system, full of e-learning modules to help boost your professional and personal development.
Cross brand training that enables you to move into opportunities at any one of our eleven brands across the country.
Enrollment in a Key Holder Program designed to establish and enhance leadership potential for promotion.
Performance-based career advancement.
Educational Reimbursement Program.
Multiple coverage choices for medical insurance, all include telemedicine and medical spending account options (HSA/FSA).
Traditional 401(k) and Roth 401(k) Retirement plan with a generous Company match program.
Company-Sponsored Life and AD&D Insurance.
Basic and Enhanced Voluntary benefits so you may choose the right coverage at the right price for you and your family. Plans include dental, vision, short-term and long-term disability plans, supplemental life and AD&D insurance, accident, critical illness, hospital indemnity, ID theft protection, legal services program, and pet insurance.
Free access to mental health resources, life coaching, and more for you and your family members through our Employee Assistance Program.
Free access to exclusive discounts from nationwide and local retailers through our Discount Marketplace.
Paid time off that grows with you, starting with 12 days in your first year.
*Based on current benefit offering, which is subject to change with or without notice. Certain benefits are subject to the terms and conditions of the governing plan documents which should be consulted for additional details and eligibility requirements.
What We're Looking For - Qualifications and Skills:
A high school diploma or equivalent.
Minimum two years' experience with proven success in a supervisory or leadership role in retail, finance, service, or related industries.
Operations experience in a leadership capacity.
Excellent verbal and written communication skills.
Proficiency in using phones, Point of Sale, Microsoft Office, and other systems.
Valid driver's license, auto insurance, and personal vehicle to use throughout the workday (mileage compensated).
Must be at least 18 years of age (19 in Alabama).
Background check required. All background checks are conducted, and their results are considered, in accordance with applicable law.
The ability to meet the physical demands of this position, which frequently includes remaining in a stationary position, including standing up to 90% of the time; moving and transporting up to 25 pounds; moving inside and outside of the store; and operating mechanical controls, such as a keyboard.
Nice to Haves - Preferred Qualifications and Skills
Associates degree or higher.
Experience in check cashing, document verification, money order processing.
Bilingual (English/Spanish) is a plus and may be required for certain locations.
What You'll Do - Essential Duties and Responsibilities:
Manage overall store performance by meeting or exceeding Company performance standards.
Coach, lead, and develop all team members to build new business and increase store growth by demonstrating knowledge of and training on systems, Company standards, account management, recovery (collections), job duties, and performance reports.
Lead the charge for all team members to identify local marketing strategies, use business-to-business partnership opportunities, obtain referrals, host and participate in community and in-store events to steer growth and build revenue.
Examine, evaluate, and process loan/pawn applications and all relevant transactions, and assess risk within established limits.
Enforce adherence to quality standards, procedures, and local and state laws and regulations.
Participate in audits and compliance reviews as directed by the corporate office or District Manager.
Supervise and maintain office security including cash management and loss prevention by verifying and documenting cash overages/shortages, vault, inventory, deposits, and expenses.
Conduct proper opening and closing procedures and train new staff in keyholder duties.
Participate in the selection, review, hiring, and retention of new employees.
Develop work schedules in accordance with budget, workloads, and store needs. Ensure the store is staffed for optimal performance.
Handle complex customer situations that arise with integrity and professionalism.
Monitor and maintain internal and external store appearance and address basic facility needs, including scheduling maintenance services. This includes overseeing the store planogram and ensuring seasonal and/or promotional marketing material are displayed properly.
Perform duties outside of the office, when applicable, including on site vehicle appraisals, store errands, and external marketing.
Work efficiently in a rapidly changing and fast-paced environment and handle multiple challenging tasks with ease to meet individual and team performance standards.
Conduct additional tasks as directed by leadership.
Maintain a full-time work schedule with regular, in-person attendance, including weekends. A full-time work schedule for this position includes, at a minimum, 40 hours per week.*
**Store hours, schedules, and/or the minimum number of hours required for this position may be subject to change by brand and at the sole discretion of the Company. Speak with your recruiter about the most up-to-date requirements.
Workplace Awards & Recognition:
We are honored to be recognized as a Military Friendly Employer and Military Friendly Spouse Employer for four consecutive years and have received designation as a Top Employer for Hispanic and Latinos by HLPA in 2023, 2024, and 2025. Additionally, we have been named one of America's Greatest Workplace in Financial Services 2025 by Newsweek.
Our Purpose:
The Community Choice Financial Family of Brands ("CCF" or the “Company”), is one of the largest consumer specialty finance organizations in the U.S. We provide our customers, Team Members, and communities the Power of Choice with over 10 brands represented in more than 1,500 brick-and-mortar stores serving 24 states and online product offerings in 20 states. Community Choice Financial Family of Brands is steadfast in our commitment to help people across the country get access to the short-term financial services they need when they need it the most.
Think you'll thrive here? Learn more at *************************************************
The information contained herein is not intended to be an all-inclusive list of the duties and responsibilities of the job, nor is it intended to be an all-inclusive list of the skills and abilities required to do the job. The Company may, at its discretion, revise the job description at any time, and additional functions and requirements may be assigned by supervisors as deemed appropriate. Requirements, skills, and abilities included have been determined to illustrate the minimal standards required to successfully perform the position.
Community Choice Financial Family of Brands, including its subsidiaries and affiliates, (the “Company”) uses artificial intelligence (“AI”) tools to assist in its recruitment and hiring process.
Read the AI Use Consent and Acknowledgement for more information.
Important: The Community Choice Financial Family of Brands will never ask you for banking or other payment information at any point during the interview or hiring process, nor will we conduct an interview via text message. Any official email correspondence will come from the *****************. In-store positions are in person only.
The Community Choice Financial Family of Brands is committed to providing an inclusive workplace free of discrimination based on race, color, religion, sex, age, national origin, military status, disability, pregnancy, sexual orientation, gender identity or expression, genetic information or any other characteristic protected by applicable law. Candidates of all backgrounds are encouraged to apply. CCFI Companies, LLC is an equal-opportunity employer.
Auto-ApplyClient Service Associate - Financial Services
Saint Louis, MO job
Larson Financial Group is seeking a Client Service Associate - Financial Services in the St. Louis, MO area to manage the client service operations of an Advisor's practice. This position will allow you to have direct contact with the clients to achieve their financial goals by performing operational duties, servicing clients through diligent and detailed follow-up, and keeping organized accounts of client information.
This is a fast-paced and rapidly growing practice, and it is the Client Service Associate's duty to ensure that the Advisor is spending their time in meetings and prospecting. The position will be a good fit for a driven person who desires a guaranteed salary with large upside income potential based on the performance of the individual and the practice.
Requirements:
Responsibilities include, but are not limited to:
Serve as the primary contact for client service needs, ensuring clear, timely communication.
Process new business and manage paperwork for investments, insurance, and alternative assets.
Coordinate transfers, contributions, distributions, and premium payments across custodians and carriers.
Maintain and track tasks, follow-ups, and planning milestones using Salesforce.
Schedule and prepare for client meetings, including calendar management and pre-meeting materials.
Gather and organize financial and insurance data to support planning and underwriting.
Ensure accurate recordkeeping and support regulatory compliance in all workflows.
Provide high-level support to advisors by anticipating needs and keeping client processes on track.
Expectations:
Previous financial advisory services or similar experience required
Ability to work with the Advisor and other support team members to accomplish a common goal
Be able to conform to a changing environment and work at a quick pace, to achieve timely deadlines
The client must be able to rely on the CSA for every financial need, whether it is finding the right answer or having it ready for them
2+ years of experience with Salesforce
Proficiency with Microsoft Office including SharePoint, One Drive, Outlook, etc.
Must be a self-starter and goal-oriented requirements: Skills and Experience:
Four-year degree or equivalent work experience
Knowledge of insurance/financial services industry
Excellent verbal and written communication
Service oriented attitude
Ability to maintain confidentiality of information
Ability to coordinate multiple tasks and priorities in a fast-paced environment
High attention to detail
Exceptional organization and problem solving
Larson Financial Group, LLC offers a generous employee benefits & perks package:
Profit Sharing Bonus Program
401(k) Employer Match up to 4%
Medical Insurance (HDHP HSA plans are 100% ER PD)
Dental Insurance
Vision Insurance
ER PD Long Term Disability Insurance
ER PD Life Insurance
ER PD EAP
Voluntary Life & STD available
Supplemental Insurance available
Paid time Off (112 hours after 90 days)
Holiday Pay (12 Holidays)
Training & Education
ER Events, Awards, Activities
PIdcdf0cd7b5d2-37***********5
Team Lead- Mortgage
Saint Louis, MO job
Team Lead- Mortgage Time Type: Full time At Midland, we're proud to be a little different. You can see it in our bright orange signs-but there's more to it than that. With our heartfelt and personalized approach, we're focused on meeting every customer's needs with the brightest solutions.
For more than 140 years, we've learned by serving customers skillfully with dedication and follow-through, we can brighten every interaction to drive our collective success. And this goes beyond traditional banking.
We foster programs that empower our communities, continuously invest in our employees, and actively pursue brighter futures for all.
Our humble ambition keeps us growing, giving back, and looking ahead. We're innovating and optimizing our services to ensure we stay unique - providing strength you can count on with heart you can feel.
You might say we're unlike any other bank.
And you'd be right."
At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e. bonus and/or commission) and may include long-term incentives (i.e. stock awards). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, an Employee Stock Purchase Plan, 401K plan with company match and may include the opportunity to participate in our Non-Qualified Deferred Compensation plan. Incentives and benefits are subject to eligibility requirements.
Position Summary
This position performs a wide range of duties relating to the origination of residential mortgage loans for branch offices and outside referrals. Meet standards and objectives defined by management for personal mortgage loan sales and cross-selling objectives. Assume overall responsibility for the residential mortgage loan from application to closing on personal production. In addition, responsible for overall production of the team and the day-to-day management of each Loan Originator (LO). Effectively partner with fulfillment Operations to drive closed volume. This position is a leadership role.
Primary Accountabilities
People
Manages a team of professionals in a customer-centric culture to excel in a fast-paced environment.
Coaches, develops, and conducts performance management activities with direct and indirect reports.
Identifies high-potential employees for advanced training and development opportunities.
Effectively manages poor performers.
Manages a team of at least 1 Mortgage Loan Originator (MLO) or Jr. Mortgage Loan Originator.
Relationship Management and Sales Development
Develops and nurtures relationships with referral sources to generate new business opportunities.
Cultivates a sales-focused culture within the team and contributes to the development of effective marketing strategies.
Fosters a culture of compliance and ethical sales practices.
Ability to generate annual production in excess of $20 million.
Manages personal and team production to achieve monthly production goals.
Holds business plan reviews with sales team.
Builds strategic and tactical plans for driving volume growth in assigned area.
Participates in sales calls with Loan Originator's.
Identifies opportunities for improvement in systems and procedures to enhance efficiency.
Accountable for verifying all loan originators are in compliance with state and federal regulation, as well as policies and procedures set by the bank.
Monitors quality levels of loan originators to insure adherence to standards.
Serves as an intermediary for loan issues with processing, manager and underwriting manager.
Provides support at bank sponsored events.
Other
The role requires occasional travel for training and team meetings, and willingness to travel periodically, to locations within market as needed.
May require work in a Midland office to ensure collaboration and support of internal and external customers.
Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA).
Other duties as assigned.
Position Qualifications
Education/Experience:
Bachelor's degree in business, finance, real estate, or related field.
Minimum of 3 years of experience leading teams with demonstrated success coaching and motivating team members.
5 years' experience in real estate/mortgage sales required.
NMLS State License or Federal NMLS Registration.
Strong entrepreneurial and business development/sales experience/skills.
Knowledge of FHA, FNMA and FHLMS underwriting guidelines.
Subject matter expert in mortgage compliance regulations.
Business acumen and judgment- bank mortgage products, policies, and procedures.
Needs analysis skills - analyzing information regarding customer income/debts, etc. Interpersonal/Persuasive/Influencing and negotiation skills.
In-depth knowledge of conventional, government, and portfolio guidelines.
Knowledge of residential mortgage processing, underwriting, and closing procedures.
Knowledge of federal lending regulations governing real estate lending.
Excellent oral, written, and interpersonal communication skills with the ability to instruct others, interpret documents, and write reports and correspondence.
Excellent organizational and time management skills.
Ability to deal with complex problems involving multiple facets and variables in non-standardized situations.
Competencies:
Business insight
Cultivates innovation
Drives results
Makes sound decisions
Being a brand champion
Collaborates
Communicates effectively
Customer focus
Being Authentic
Emotional Intelligence
Self development
Being flexible and adaptable
At Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident and more excited to do great things for our customers, each other and our company. We're proud to be an Equal Opportunity and Affirmative Action employer. At Midland, we recruit, employ, train, compensate and promote without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you are looking for a place to grow, we encourage you to apply at Midland States Bank, because you belong here.
If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at ****************.
THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT
PI73265c4ef750-37***********9
Service Technician
Saint Joseph, MO job
Job Title: Service Technician
Salary $90,000 per annum + Excellent benefits package
A great role with a fast-growing, established manufacturing business based in St. Joseph, Missouri. They are looking for an outstanding engineer to join their growing service team.
Key Responsibilities - Service Technician
The position involves the setting and testing of automation machinery prior to despatch, commissioning in customer's factories and the training of operator and maintenance personnel in the use of their equipment.
Duties - Service Technician
Setting and testing of the client's full range of equipment.
Final testing and assembly of machinery in preparation of inspection and despatch.
Installation and Commissioning of equipment.
Training of customer's staff at various levels at both the client's and customer's overseas premises.
Report writing and recommendations following all visits.
Liaise with Sales, Production and Design.
Some Worldwide travel including weekend work & travel where required.
To ensure that all relevant machine documentation is always completed accurately.
To identify opportunities for process, productivity and quality improvements by highlighting issues to management.
To actively participate in improvement projects as required.
Develop effective relationships with all internal and external stakeholder, customers and suppliers.
Qualifications & Requirements - Service Technician
Must have completed a recognised Engineering Apprenticeship.
Mechanically based skillset with a proven track record of mechanical assembly and fault diagnosis.
Able to use measuring equipment such as Micrometre and Vernier callipers with an attention to detail.
Able to read and interpret mechanical assembly drawings.
Able to read and interpret pneumatic drawings and circuits. Fault find pneumatic circuits to component level.
Basic understanding of electrical control circuits.
Basic understanding of PLC Machine controls.
Able to write concise informative reports and offer solutions to problems.
Self-motivated and enthusiastic and able to communicate at all levels.
Must hold a valid passport and be willing to travel internationally and be very flexible in terms of working hours and travel.
Comply with the latest vaccinations, inoculations and blood tests for foreign travel.
What we can offer - Service Technician
Excellent annual salary
Comprehensive benefits package
A supportive, inclusive environment
Ongoing training and development
Call for action: For more information on this role, please contact Paul Furlong on +44 1453 829789 or send a copy of your CV to ********************************
Candidates who are currently a Maintenance Engineer, Field Service Engineer and Asset Care Engineer could be suitable for this role
For details of other opportunities available within your chosen field please visit our website ***********************
Senior SAP Security Consultant
Saint Louis, MO job
Senior SAP Application Security Configurator (GRC / Security)
Duration: 12-month contract
Security Requirement: U.S. Citizen with Active Secret Clearance (mandatory)
We are seeking a Senior SAP Application Security Configurator to lead and execute SAP User Management and Security activities within a highly regulated environment. This role is hands-on and strategic, responsible for SAP access design, role provisioning, Segregation of Duties (SoD) compliance, and SAP GRC security configuration across the full system lifecycle.
The ideal candidate brings deep SAP Application Security and GRC expertise, is comfortable operating in an onsite delivery model, and can lead both technical execution and governance activities while mentoring junior team members.
Key Responsibilities
Lead SAP User Management (UM) activities, including role creation, access provisioning, audits, and ongoing access maintenance
Design, develop, configure, and test SAP GRC security components
Perform role design and provisioning aligned with SoD policies, internal controls, and security standards
Conduct SoD risk analysis, remediation support, and access reviews
Support User Acceptance Testing (UAT), production cutover, and post-go-live hypercare activities
Lead role design reviews and ensure proper security documentation and audit readiness
Collaborate with functional, technical, and compliance stakeholders to ensure secure system design
Mentor junior SAP Security team members and support planning and delivery activities
Required Qualifications
8+ years of hands-on SAP Application Security experience
Expert-level experience with SAP GRC and SAP role design
Strong knowledge of User Access Management, SoD concepts, and compliance controls
Experience supporting UAT, go-live, and post-production environments
CompTIA Security+ certification
U.S. Citizenship with active Secret Clearance (required)
Ability to work 100% onsite in St. Louis, MO
Preferred Skills
Experience supporting SAP security in highly regulated or government-adjacent environments
Strong documentation, communication, and stakeholder management skills
Experience mentoring or leading junior security resources
Director of Investments
Saint Louis, MO job
Larson Financial Group is seeking a Director of Investments to oversee and drive the operational and strategic functions of our rapidly growing RIA platform. This individual will be responsible for managing trading, billing/audit operations, investment research, and advisor-facing initiatives. The right candidate will pair proven leadership experience with a forward-thinking approach to scaling investment programs, ensuring best practices, and delivering high-quality outcomes for clients and advisors. This is a senior leadership role for a dynamic, results-driven professional who can both vision-cast and execute.
Oversight & Leadership
Direct oversight of all trading functions and investment operations.
Build, guide, and manage the investment research team.
Lead the billing and audit functions, ensuring accuracy, compliance, and efficiency.
Ensure operational best practices across all affiliated RIAs.
Investment Management
Supervise and optimize the options overlay program.
Supervise the equity SMA program
Oversee asset allocation strategies across client portfolios.
Provide strategic input on portfolio construction, risk management, and performance monitoring.
Manage held-away assets integration and oversight.
Communication & Representation
Serve as a trusted resource for advisors and clients, capable of explaining complex strategies in a clear and approachable way.
Produce and contribute to market commentary, providing thought leadership on market trends and firm positioning.
Collaborate with marketing to produce investment-related materials for client and advisor use.
Team & Platform Development
Manage, mentor, and grow the trading and research teams.
Partner with leadership to expand and refine unique, proprietary investment programs.
Drive innovation in internal systems, reporting, and investment solutions.
Requirements:
Previous leadership experience managing an investment platform at a mid-sized RIA.
Direct experience working with independent advisors.
Strong track record managing asset allocation strategies and investment operations.
Proven people management experience with ability to build and inspire teams.
Hands-on experience with:
Orion, Black Diamond, or similar portfolio management systems
Schwab or similar custodial platforms
Microsoft Excel (advanced proficiency)
Familiarity with Bloomberg or FactSet (not required but highly advantageous).
Demonstrated ability to balance strategic vision with operational execution.
Ideal Candidate Profile
An entrepreneurial, growth-minded leader with strong drive and initiative.
Comfortable navigating complexity while keeping execution crisp and disciplined.
Adept at both high-level strategy and hands-on problem-solving.
Exceptional communicator with the ability to instill confidence in advisors, clients, and internal teams.
Brings a proven history of scaling investment programs and building operational excellence.
Why Join Us?
This is an opportunity to step into a leadership role at a fast-growing RIA platform where your expertise and vision will directly shape the firm's trajectory. You'll have the resources of an established organization, combined with the agility to innovate and build forward-looking investment solutions.
Larson offers a generous employee benefits & perks package:
Profit Sharing Bonus Program
401(k) Employer Match up to 4%
Medical Insurance (HDHP HSA plans are 100% paid for the employee)
ER PD Telehealth
Dental Insurance
Vision Insurance
ER PD Life, Disability & EAP Insurance
Supplemental Insurance
Paid time Off (112 hours after 90 days)
Holiday Pay (12 Holidays)
Training & Education
ER Events, Awards, Activities
PI99fb1511eb03-37***********4
Financial Planner
Saint Louis, MO job
About Us
At Larson Financial Group, we are committed to helping our clients build a secure financial future. Our team delivers comprehensive wealth management services with a personalized touch, and we're looking for a dedicated Financial Planner to join our growing St. Louis office. This is an exciting opportunity for a motivated individual who is passionate about financial planning, delivering exceptional client service, and building long-term relationships.
About the Role
As a Financial Planner, you'll work closely with clients to help them achieve their financial goals. From preparing and conducting client meetings to developing tailored financial plans, you'll be a key player in delivering a high-touch, concierge-style experience. You'll collaborate with advisors and internal teams to ensure client satisfaction while growing your own expertise and career in a fast-paced and supportive environment.
Requirements:
What You'll Do
Prepare for and lead client meetings
Collect and organize client data to build financial plans
Construct insurance illustrations and financial scenarios
Communicate investment recommendations in collaboration with the advisory team
Track planning process milestones and follow up on action items
Deliver proactive, high-quality service to retain top clients
Maintain accurate data in CRM and financial planning software
Create thoughtful client "touches" to cultivate referrals
Manage onboarding and ongoing client service processes
Resolve client inquiries and provide trusted support
What We're Looking For
Qualifications
Minimum 2 years of experience in financial planning or a related field
Series 7 and 66 licenses required
CFP designation is a plus
Bachelor's degree or equivalent work experience
Familiarity with the insurance and financial services industry
Experience using Salesforce and financial planning software (e.g., eMoney, MoneyGuidePro)
Skills & Attributes
Exceptional interpersonal skills, with the ability to build trust in-person, virtually, and by phone
Strong written and verbal communication skills with high attention to detail
Proficiency in Microsoft Office and Outlook
Professionalism in appearance, attitude, and work ethic
Adaptable, proactive, and comfortable working in a dynamic environment
Strong organizational skills with the ability to prioritize and follow through
Commitment to maintaining confidentiality and upholding regulatory standards
Why Join Larson Financial Group?
We offer a competitive benefits package and an engaging work culture that supports personal and professional growth:
Profit Sharing Bonus Program
401(k) with Employer Match (up to 4%)
Comprehensive Medical, Dental, and Vision Insurance
Company-paid Long-term Disability, Life Insurance, and EAP
Voluntary Short-term Disability and Supplemental Insurance
Generous PTO (112 hours after 90 days) + 12 Paid Holidays
Training, Development, and Educational Opportunities
Company Events, Recognition Awards, and Team Activities
Ready to take the next step in your financial planning career?
Apply now and become part of a team that values integrity, service, and meaningful client relationships.
PIe08139eda076-37***********5
Director, Financial Reporting and Accounting
OFallon, MO job
Director, Financial Reporting and Accounting Time Type: Full time At Midland, we're proud to be a little different. You can see it in our bright orange signs-but there's more to it than that. With our heartfelt and personalized approach, we're focused on meeting every customer's needs with the brightest solutions.
For more than 140 years, we've learned by serving customers skillfully with dedication and follow-through, we can brighten every interaction to drive our collective success. And this goes beyond traditional banking.
We foster programs that empower our communities, continuously invest in our employees, and actively pursue brighter futures for all.
Our humble ambition keeps us growing, giving back, and looking ahead. We're innovating and optimizing our services to ensure we stay unique - providing strength you can count on with heart you can feel.
You might say we're unlike any other bank.
And you'd be right."
At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e. bonus and/or commission) and may include long-term incentives (i.e. stock awards). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, an Employee Stock Purchase Plan, 401K plan with company match and may include the opportunity to participate in our Non-Qualified Deferred Compensation plan. Incentives and benefits are subject to eligibility requirements.
Salary Range: $125,000-$190,000/annually
Position Summary
This position is a key member of the accounting team and the finance group as a whole. The Director - Financial Reporting & Accounting provides oversight and management of internal and external reporting, analyzes and implements new accounting policies and standards as required, monitors and updates existing accounting policies as the Company's business changes, and oversees accounting operations functions.
Primary Accountabilities
People
Manages a team of professionals in a customer-centric culture to excel in a fast-paced environment.
Coaches, develops, and conducts performance management activities with direct and indirect reports.
Identifies high-potential employees for advanced training and development opportunities.
Effectively manages poor performers.
Job Specific
Supports the Chief Accounting Officer in managing external financial reporting, including preparation and review of the annual report, quarterly earnings releases, bank regulatory reports and legal entity regulatory financial reports.
Prepares initial drafts of financial statements to be included in Form 10-Qs and Form 10-K, including footnotes and Management's Discussion and Analysis (MD&A).
Administers and supervises the annual and quarterly preparation process conducted by other accounting personnel.
Supports the finance team in the review of footnote documentation and MD&A information.
Performs a detailed review of the quarterly call report and Federal Reserve reports.
Supports the finance team in the preparation of monthly and quarterly financial reporting packages for management, the audit committee and the board of directors.
Addresses inquiries from internal and external auditors, providing documentation that supports their needs.
Plans, organizes and coordinates all activities of the general accounting function for the Corporation to ensure accurate and timely recording of accounting entries.
Administers and supervises the month-end close process.
Is responsible for ensuring the accuracy and adequacy of internal control documentation required for enterprise risk management.
Maintains a process to ensure that all balance sheet and internal DDA accounts are reconciled on a periodic basis.
Is responsible for completing annual goodwill and intangible asset impairment assessments.
Stays current with new accounting and financial reporting guidance issued by the FASB, SEC and IASB when applicable.
Other
The role requires occasional travel for training and team meetings, and willingness to travel periodically to locations within market as needed.
May require work in a Midland office to ensure collaboration and support of internal and external customers.
Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA).
Other duties as assigned.
Position Qualifications
Education/Experience:
Bachelor's degree in accounting.
10+ years of experience with a financial services, multi-company organization.
CPA preferred.
Over seven years of significant bank accounting experience, including SEC reporting/public company experience.
Working knowledge of GAAP accounting issues as they relate to the banking industry.
Excellent oral, written, and interpersonal communication skills with the ability to instruct others, interpret documents, and write reports and correspondence.
Excellent organizational and time management skills.
Ability to deal with complex problems involving multiple facets and variables in non-standardized situations.
Competencies:
Business insight
Cultivates innovation
Drives results
Makes sound decisions
Being a brand champion
Collaborates
Communicates effectively
Customer focus
Being Authentic
Emotional Intelligence
Self development
Being flexible and adaptable
At Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident and more excited to do great things for our customers, each other and our company. We're proud to be an Equal Opportunity and Affirmative Action employer. At Midland, we recruit, employ, train, compensate and promote without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you are looking for a place to grow, we encourage you to apply at Midland States Bank, because you belong here.
If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at ****************.
Midland States Bank may use automated tools and artificial intelligence ("AI") to assist with recruiting, screening, and hiring decisions. In accordance with the Illinois Human Rights Act (effective January 1, 2026), these tools are designed and monitored to be neutral and job-related, and must not be used in a way that discriminates against applicants or employees based on any protected characteristic.
THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT
Compensation details: 125000-190000 Yearly Salary
PIa43ce6f761b2-37***********4
Credit Analyst
Maryland Heights, MO job
Credit Analyst Time Type: Full time At Midland, we're proud to be a little different. You can see it in our bright orange signs-but there's more to it than that. With our heartfelt and personalized approach, we're focused on meeting every customer's needs with the brightest solutions.
For more than 140 years, we've learned by serving customers skillfully with dedication and follow-through, we can brighten every interaction to drive our collective success. And this goes beyond traditional banking.
We foster programs that empower our communities, continuously invest in our employees, and actively pursue brighter futures for all.
Our humble ambition keeps us growing, giving back, and looking ahead. We're innovating and optimizing our services to ensure we stay unique - providing strength you can count on with heart you can feel.
You might say we're unlike any other bank.
And you'd be right."
At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e. bonus and/or commission) and may include long-term incentives (i.e. stock awards). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, an Employee Stock Purchase Plan, 401K plan with company match and may include the opportunity to participate in our Non-Qualified Deferred Compensation plan. Incentives and benefits are subject to eligibility requirements.
Salary Range: $65,000-$85,000/annually
Position Summary
This position is expected to have greater than 3 years of credit analysis experience. A comprehensive understanding of processes, policies, regulation and rules is expected at this level. This position is responsible for spreading and analyzing commercial and consumer financial information. The analysis is compiled into a Credit Approval Form. Ability to train and review work of less experienced analysts. Acts as a resource for the lending team, identifying and analyzing risk as well as performing research as needed. As a member of the Credit Administration team, this individual will be expected to contribute to the improvement of the department. Persons at this level may have credit approval authority. This individual will be held accountable for credit quality and personal goals.
Primary Accountabilities
Fully understand and implement all aspects of all loan policies and bank regulations.
Meets or exceeds all goals established
Attends department and bank meetings as required
Accepts other duties and responsibilities as assigned
Maintains positive attitude
Abides by all bank policies and procedures
The role requires occasional travel for training and team meetings, and willingness to travel periodically, to locations within market as needed.
May require work in a Midland office to ensure collaboration and support of internal and external customers.
Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA).
Other duties as assigned.
Commercial Credit Analysts:
Spreads financial information by using the bank's financial software
Perform analysis as requested and on the largest and most complex loan relationships
Complete Credit Approval Forms (CAF) for large and complex credit relationships
Position Qualifications
Education:
Bachelor's Degree or experience equivalency
3+ years credit/risk analysis experience
Competencies/Other Skills:
Business insight
Cultivates innovation
Drives results
Makes sound decisions
Being a brand champion
Collaborates
Communicates effectively
Customer focus
Being Authentic
Emotional Intelligence
Self development
Being flexible and adaptable
At Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident and more excited to do great things for our customers, each other and our company. We're proud to be an Equal Opportunity and Affirmative Action employer. At Midland, we recruit, employ, train, compensate and promote without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you are looking for a place to grow, we encourage you to apply at Midland States Bank, because you belong here.
If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at ****************.
THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT
Compensation details: 65000-85000 Yearly Salary
PIfe5ad3df2316-37***********7
Retirement Plan Advisor
Saint Louis, MO job
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.
Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.
The Retirement Plan Advisor assists individuals in achieving a successful retirement and planning their financial future through group and individual presentations to new and existing defined contribution 401(k)/(a), 403(b), and/or Government 457 plan participants across all plan sizes. This role uses data-driven, analytical thinking to lead impactful conversations with participants, meets client service level agreements and achieves annual targets as assigned. This position will also assist the Relationship Management team in effectively establishing and maintaining relationships with key stakeholders within the territory assigned.
This position will be working with public employees throughout Missouri and will require upwards of 75% travel within the state, using your own vehicle.
What you will do
Conduct Retirement Readiness Reviews, as well as other individual meetings and group presentations, with targeted participants using consultative expertise to improve retirement outcomes
Develop and maintain strategic partnerships with key stakeholders for each location within assigned territory or for assigned employer-sponsored plans
Conduct one-on-one virtual and on-site group meeting by using various technologies in a professional manner
Manage meeting schedule, including travel booking
Create and execute dynamic business plans and tactics to drive positive retirement income objectives for participants
Document interactions in Salesforce and collect required information to adhere to guidelines for regulatory compliance
Achieve plan level and individual goals to help achieve service level agreements and business results
Participate in client meetings, sales finals, or other external meetings as needed
Work collaboratively across internal service and management teams to improve effectiveness
What you will bring
Bachelor's degree or equivalent work experience in lieu of a degree
3 - 5 years relevant financial services experience
Strong presentation skills required
Proficiency in MS Word, Excel, PowerPoint, and Teams required
Strategic thinker who can work independently required
Strong relationship building and territory management skills required
FINRA Series 6, 63, 65 registrations required within established timeline; current FINRA registrations strongly preferred
FINRA fingerprinting required upon hire
What will set you apart
Working knowledge of Salesforce preferred
Working knowledge of building blocks for successful retirement planning preferred
Basic understanding of defined contribution plans preferred
Practical experience providing high-level, consultative client interactions preferred
***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***
What we offer you
We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
Medical, dental, vision and life insurance
Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
Tuition reimbursement up to $5,250/year
Business-casual environment that includes the option to wear jeans
Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
Paid volunteer time - 16 hours per calendar year
Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.
Base Salary Range
$72,200.00 - $101,975.00
The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Equal opportunity employer
•
Drug-free workplace
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***
Job Posting End Date at 12:01 am on:
01-10-2026
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Auto-ApplyPersonal Trust Administrative Officer II
Saint Louis, MO job
Why Stifel
Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.
Let's talk about how you can find your place here at Stifel, where success meets success.
What You'll Be Doing
The Personal Trust Administration Officer II administers simple to complex trust accounts in accordance with the terms of the trust document and all applicable laws.
What We're Looking For
Develop relationships with clients through frequent contact via telephone, email, or in writing. Communicate with FAs, attorneys, and CPAs regarding client needs.
Review trusts to ensure compliance with regulatory guidelines and fiduciary responsibility.
Interpret document to ensure appropriate administration of trusts; make sure files are complete for annual audit by federal and state examiners under Regulation 9 laws and guidelines.
Review and report account status annually; consult with supervisor to clarify ambiguous terms or provisions of the document.
Coordinate, monitor and execute post-death provisions with appropriate areas of trust company. . Review the trust for the dispositive provisions and notify remaindermen. Coordinate with attorney, CPA and personal representative the closing of the estate and the preparation of a 706 to determine each party's responsibility. Review estate assets and coordinate the disposition under minimal supervision with the attorney, personal representative and remaindermen. Review estate tax return (706) and order of distribution. Coordinate the transfer of assets from the estate to the trust (where applicable) or out of the trust per the dispositive provisions.
Review Court Accountings under minimal supervision and upon approval, file with the appropriate Court or Court Referee.
Review work of Trust Associate assigned to help with account administration for accuracy and bring any issues to manager's attention.
Monitor trust activity; approve, coordinate and supervise the establishment of the account with the trust company including, coordination and monitoring of transferred assets, correct statement recipients, collecting cost basis information, approving account on system, approving fee schedule set-up, etc.
Review daily account activity; establish recurring bill payments and client disbursements, keep client and FA apprised of any unusual activity in the account, monitor the yearly gift from the client to insurance trusts for payment of premiums. and revalue charitable trusts on an annual basis to ensure payments are going to the beneficiaries per the trust provisions.
What You'll Bring
Understand and comply with all regulations, including 12CFR9, Community Reinvestment Act, Bank Secrecy Act, Fair Credit Reporting Act, etc.
Ability to use logic and reasoning to identify complex problems; review related information and develop options and implement solutions. Ability to assess liability and react appropriately and promptly.
Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
Education & Experience
Minimum Required: Bachelor's degree in Business
Minimum Required: 3-5 years' of experience in Personal Trust Administration or Estate Planning
Licenses & Credentials
Minimum Required: None
Systems & Technology
Proficient in Microsoft Excel, Word, PowerPoint, Outlook #LI-JK1
About Stifel
Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel's bank and trust companies are equal opportunity employers. All candidates will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, veteran status, genetic information or any other protected characteristic under applicable law. If you would like more information regarding Equal Employment Opportunity rights and protections, please review the following information: Know Your Rights.
Stifel is an Equal Opportunity Employer.
Auto-ApplyEngagement Director
Saint Louis, MO job
My Client: are a category leader in Scientific Data and AI Cloud, helping transform life sciences by creating AI-native scientific datasets and next-generation lab data solutions. Industry leaders in cloud, compute, and AI have partnered with us as the de facto standard in this fast-growing market.
Who You Are
They are hiring a Client Engagement Director to oversee the St Louis, Missouri territory. You will drive implementation success, ensure renewals, support user adoption, improve client satisfaction scores and partner closely with Engineering, Customer Service and Product teams. This role requires a customer-centric, hands-on leader with a proven track record of delivering complex data solutions and building high-performing teams in life sciences.
What You Will Do
Develop and execute delivery strategies to accelerate time-to-value, renewals, and customer satisfaction while working onsite with clients.
Partner with Sales on expansions and with Product to deliver customer-driven user enhancements.
Build, maintain and train user's client side to ensure user adoption through the implementation of super-users, training the trainer, webinars, in person client meetings, 1 on 1s etc.
Maintain strong relationships with top 50 Pharma customers, ensuring retention and growth.
Leverage cross-functional resources to deliver complex enterprise implementations.
Provide forecasting, reporting, and insights to senior leadership.
Requirements
7+ years in delivery / Product implementation / Digital user adoption leadership within life sciences software/data for Top 50 Pharma clients e.g. Takeda / Merck / Regeneron / Pfizer etc.
5+ years in management consulting.
Strong understanding around the principles and requirements around early Drug Discovery e.g. Lab informatics, Toxicology reports, Bioinformatics etc.
Strong understanding / experience with implementing best practice frameworks, Digital center of Excellence / Improving user adoption etc. client side
Proven success deploying large-scale enterprise solutions ($1M-$10M+ ARR deals).
Startup experience and ability to thrive in fast-moving environments.
3 - 4 Days per week on-site with clients in San Francisco.
Benefits
Salary ranging from $180,000 - $220,000 + Bonus
100% employer-paid health benefits for employees & dependents.
Unlimited PTO.
401K.
Remote-first role.
Company-paid Life, LTD, and STD insurance.
Culture of continuous improvement and career growth.
Sr Engineering Support Specialist
Remote or Kansas City, MO job
Join the industry leader to design the next generation of breakthroughs. Innovate to solve the world's most important challenges. Honeywell is a Fortune 100 company that invents and manufactures technologies to address critical challenges linked to global macrotrends such as safety, security, productivity, global urbanization and energy. With approximately 129,000 employees worldwide, including more than 19,000 engineers and scientists, Honeywell has an unrelenting focus on quality, delivery, value, and technology in everything they make and do. Honeywell has been named a Top 100 Global Innovator for seven years in a row, recognizing the company's global reach of portfolio and invention influence.
In Kansas City, Honeywell Federal Manufacturing & Technologies (FM&T) manages and operates the U.S. Department of Energy/National Nuclear Security Administration's (NNSA) Kansas City National Security Campus. This state-of-the-art engineering, manufacturing and sourcing facility produces a wide array of intricate components to deliver trusted national security products and government services primarily for the NNSA. Honeywell FM&T's culture of integrity, commitment and continuous improvement enables them to deliver responsive, collaborative and innovative management and technology services and products that translate into cutting edge solutions to complex national security issues.
Summary
This position performs a full range of complex engineering support assignments requiring significant knowledge of manufacturing, business and project management processes.
Duties and Responsibilities
The ability to work independently at a high level on complex engineering support tasks in alignment with business strategies/tactics.
Identifies and pursues improvement opportunities, develops revised processes, and performs updates and/or maintenance to existing MES factory instructions.
Create new production routings. Adhere to factory instruction standards. Facilitate reviews with other parties such as Production Control, Quality Engineering, Inspection, Product Engineering and Operations before final release to minimize subsequent changes.
Troubleshoot and resolve issues related to work instructions.
Interpret design definitions and suggests improvements for function, manufacturability, and cost. Facilitate reviews with process and quality engineering and production operations.
Assess utilization of capital equipment in assigned area(s), provides recommendations for improved utilization, and conducts annual inventory and reporting as required.
Creates documentation for engineering concurrence supporting cost management, generation of Cost Price Estimates (CPEs), risk assessments, and management/tracking against cost and schedule requirements.
Helps create, maintain, and assess quality documentation required for product acceptance.
Perform mentoring responsibilities for engineering support specialist II.
You Must Have
Bachelor's degree and five (5) or more years of relevant experience is required OR in lieu of degree at least seven (7) years previous experience in general business operations, manufacturing or engineering related administrative activities such as configuration management, financial reporting product testing procedures & data entry.
Proven ability in decision making, organization & problem solving.
Ability to travel up to 10% of the time.
Ability to work remote, hybrid, or on-site as directed by management and is determined by the needs of the business.
Regular and reliable attendance is an essential function of this job.
United States Citizenship
Ability to obtain and maintain, a U.S. Department of Energy (DOE) security clearance (some positions require additional DOE designations)
We Value
Strong PC literacy, proficient in MS office products.
Effective verbal and written communication skills.
Demonstrated subject matter expertise in MES, Matrix, Enterprise Content Management, Computer Aided Design, and others.
Ability to interface effectively with support organizations and internal customers such as Manufacturing, next assembly, etc., and exercise judgment to determine appropriate action. Understanding of KCNSC processes and knowledge of KCNSC product strongly preferred.
This /job posting is not all inclusive and other duties may be assigned
This job description/job posting is not all inclusive and other duties may be assigned.
Honeywell is an equal opportunity employer. Qualified applicants will be considered without regard to age, race, creed, color, national origin, ancestry, marital status, affectional or sexual orientation, gender identity or expression, disability, nationality, sex, religion, or veteran status.
If you require a reasonable accommodation to submit an application, please send an email to our Reasonable Accommodation Support Team.
Additional Information:
Job ID: 3675
Category: Engineering
Level of Experience:
Posting Location: Kansas City National Security Campus 14520 Botts Road Kansas City, MO, 64147
Remote Eligibility: On-Site
Travel Required: 0-10%
Approved Work States: MO
Hourly/Salary: Salary
Hiring Manager: Justin Scott Stuewe
Division: E00
Department: E48
#FMT2021
Associate, Mortgage Fulfillment Operations
Saint Louis, MO job
PENNYMAC Pennymac is (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U. S. mortgage loans and the management of investments related to the U.
S.
mortgage market.
At Pennymac, our people are the foundation of our success and at the heart of our dynamic work culture.
Together, we work towards a unified goal of helping millions of Americans achieve aspirations of homeownership through the complete mortgage journey.
A Typical Day Pennymac is a dynamic and innovative mortgage lender committed to fostering the next generation of leaders.
Recent college graduates can ignite their career by joining a company that believes in investing in talent and providing opportunities for growth and development.
Associates in the Pennymac MFD Rotational Program will embark on a comprehensive development experience designed to expose them to various facets of the organization and industry.
Candidates who successfully join the program will have the opportunity to learn and develop within the mortgage fulfillment division (MFD) operations area of the business.
The Pennymac MFD Rotational Program begins with a specially designed training program focused on industry information, department functions, and foundational skills.
Participants then embark on four or five 6-month rotations.
The Pennymac MFD Rotational Program allows candidates to learn through real-world work experience; gain valuable knowledge and skill sets in a variety of operational areas.
Responsibilities will vary by assignment, but all rotations allow for opportunities to blend theory with practice and launch an exciting career in the financial services industry.
Locations: St.
Louis, MO; Carrollton, TX; Tampa, FL.
The MFD College Recruiting Program is designed to be a powerful launchpad for high-potential talent, offering a dynamic two-year rotational experience across key MFD departments.
Through hands-on training, immersive onboarding, and exposure to real-world operations, participants will build the skills and leadership mindset needed to thrive in our industry.
This program is more than a first job-it's a strategic pathway, guiding top candidates from entry-level roles through to Operations Manager, Assistant Vice President, and potentially Vice President, all within a 4-6 year timeframe.
The Assoc, MFD Rotational will: Engage in a structured 24 month rotational program across multiple Consumer Direct and TPO MFD operational departments, such as Base File, Title, Precision, Conditions, Eligibility, , Production Support, Mortgage Success Team (MST), Closing and Funding Develop a foundational understanding of the mortgage loan lifecycle, industry terminology, and the significance of compliance and timeliness Prepare and review initial loan disclosures (RESPA, TILA, TRID), order appraisals, flood certificates, tax transcripts, homeowner's insurance, mortgage insurance, title insurance and written/verbal verifications of employment Review and analyze title abstracts and recorded documents-including deeds, liens, and UCC filings-to ensure accuracy and resolve discrepancies.
Investigate and resolve outstanding title issues, such as liens and judgments, to facilitate timely loan processing Review borrower income documentation to determine proper amounts to use in the underwriting of the loan file.
Work towards becoming income certified Interpret AUS (Automated Underwriting System) findings and Product Profiles to assess compliance with investor-specific condominium requirements Prepare closing documents including the balancing of the Initial and Final Closing Disclosure Manage a pipeline of loans within each rotational area while ensuring accuracy, efficiency, and prioritization of tasks Deliver exceptional service by responding to mortgage-related inquiries and resolving customer requests with professionalism and efficiency Conduct research to support timely and accurate resolution of customer concerns and ensure a positive borrower experience Collaborate with cross-functional teams to address business challenges, drive process improvements, and support organizational goals Perform data and documentation validation to ensure accuracy, consistency, and adherence to regulatory and company standards Demonstrate a commitment to continuous learning and development by embracing feedback and participating actively in training opportunities Uphold company culture and values by modeling professional behaviors and ethical standards What You'll Bring Recent 2025 Graduates.
Must graduate with a Bachelor's degree or Master's degree (no later than December 30, 2025) within 6 months of the program start date on Monday, January 12, 2026 Excellent communication and interpersonal abilities Ability to apply critical thinking Demonstrated ability to work independently and collaboratively Eagerness to learn, collaborate, and take on a variety of assignments Comfortable working within a fast-changing environment Moderate skills proficiency with Google Suite/ MS Office products Why You Should Join As one of the top mortgage lenders in the country, Pennymac has helped over 4 million lifetime homeowners achieve and sustain their aspirations of home.
Our vision is to be the most trusted partner for home.
Together, 4,000 Pennymac team members across the country are guided by our core values: to be Accountable, Reliable and Ethical in all that we do.
Pennymac is committed to conducting a business that makes positive contributions and promotes long-term sustainable growth and to fostering an equitable and inclusive environment, where all employees and customers feel valued, respected and supported.
Benefits That Bring It Home: Whether you're looking for flexible benefits for today, setting up short-term goals for tomorrow, or planning for long-term success and retirement, Pennymac's benefits have you covered.
Some key benefits include: Comprehensive Medical, Dental, and Vision Paid Time Off Programs including vacation, holidays, illness, and parental leave Wellness Programs, Employee Recognition Programs, and onsite gyms and cafe style dining (select locations) Retirement benefits, life insurance, 401k match, and tuition reimbursement Philanthropy Programs including matching gifts, volunteer grants, charitable grants and corporate sponsorships We value the hard work and dedication of our employees.
In addition to a competitive salary, positions may offer bonus opportunities.
To learn more about our benefits visit: *********************
page.
link/benefits For residents with state required benefit information, additional information can be found at: ************
pennymac.
com/additional-benefits-information Compensation: Individual salary may vary based on multiple factors including specific role, geographic location / market data, and skills and experience as defined below: Lower in range - Building skills and experience in the role Mid-range - Experience and skills align with proficiency in the role Higher in range - Experience and skills add value above typical requirements of the role Some roles may be eligible for performance-based compensation and/or stock-based incentives awarded to employees based on company and individual performance.
Salary $50,000 - $75,000 Work Model OFFICE
Auto-ApplyBranch Real Estate Transaction Specialist
Saint Louis, MO job
**Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you.** Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is working to make the firm better together - as they grow as individuals. If these words resonate with you, we should talk.
**Job Overview**
**Position Schedule:** Full-Time
This job posting is anticipated to remain open for 30 days, from 23-Dec-2025. The posting may close early due to the volume of applicants.
Highly organized and experienced real estate transaction manager to oversee all aspects of BRE real estate transactions from inception to completion within designated portion of BRE portfolio. The ideal candidate will have a deep understanding of the real estate market, exceptional time management and interpersonal skills, strong attention to detail, and a demonstrated ability to communicate and coordinate with multiple cross functional stakeholders. This role is critical in ensuring that BRE real estate transactions are completely efficiently, accurately, and in compliance with legal requirements and EDJ company standards.
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page (*********************************************************************************************** .
**Hiring Minimum:** $84100
**Hiring Maximum:** $143100
Read More About Job Overview
**Skills/Requirements**
+ Bachelor's degree required and preferred advanced degree or certification in related field.
+ Minimum 7 years of related work experience is preferred.
+ Some travel may be required up to 25%.
+ Candidate to have strong analytical abilities, excellent communication skills, superior negotiation skills, strong attention to detail, superior organization and time management skills, independent problem solving abilities, financial acumen, real estate acumen, financial analysis, technological proficiency, and client focused approach.
+ This individual is responsible for the oversight of a complex process within a broad area and needs to have a depth of knowledge of principles and practices of all major aspects of Corporate Real Estate Transaction Management, including a working knowledge of related areas such as finance, accounting, construction management, project management, lease administration, operations, IS, etc.
+ Ability to understand financial policies and procedures common in the corporate real estate industry.
+ Membership in corporate/commercial real estate industry organization(s) is preferred, but not required
Read More About Skills/Requirements
**Awards & Accolades**
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (***********************************************************************
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************
Read More About Awards & Accolades
**About Us**
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** .
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
\#LI-HO
Virtual Banker
Saint Louis, MO job
About this Role
Our Virtual Bankers are responsible for providing an excellent client experience by meeting client needs regarding financial and service inquiries from Interactive Teller Machines (ITMs) as well as via phone or other channels.
Work schedule may include some weekends and evenings and requires excellent attendance and punctuality.
In this Role You Will
Process a variety of transactions through ITMs including, but not limited to, checking and savings deposits and withdrawals, transfers and account balance inquiries; detecting fraud when possible.
Facilitate the ITM process for clients by providing step-by-step guidance through the ITM process. Connect to clients in a way that makes the video interactive solution a personable experience.
Monitor ITM machines to ensure they are working properly. Assist systems support associates and vendors to resolve any issues pertaining to the physical ITM and associated software, as needed.
Manage incoming and outgoing calls, representing the bank in a positive, courteous and professional manner.
Assess clients' needs and cross-sell or make sales referrals of bank products and services.
Assist in online account opening fulfillments and onboarding of new bank clients
Process and perform check back of various remote banking duties to ensure accuracy and compliance with standards and procedures; detect potential fraud when possible.
Meet or exceed established referral goals.
Maintain knowledge of cyber threats and best practices to minimize risks to the organization.
Provide regular feedback to identify opportunities to improve Banker Center process, procedures and training materials
Qualifications, Competencies and Skills
High School diploma or equivalent.
Minimum of three years experience in banking, customer service or other related area required. Bank teller or new accounts experience preferred.
Associate-s degree preferred.
Bi-lingual or Multi-Lingual a plus.
Strong customer service orientation.
Ability to maintain a friendly, helpful and courteous attitude when working with clients or co-workers under diverse conditions.
Ability to communicate, verbally, through video
Experience communicating via virtual technology (Skype, Face Time, Video Conf.)
Comfortable on camera, maintaining a friendly and professional appearance
Staff Auditor
KPM CPAs, PC job in Springfield, MO
Job DescriptionSalary:
KPM CPAs & Advisors (KPM) is seeking a staff auditor to join our team. At KPM, we understand how much work affects your life. Thats why were dedicated to making KPM one of the best places to work. We recognize our professionals are at their best when provided with the opportunity to experience a full family and personal life and a challenging and rewarding career with growth potential. KPM provides a range of professional development opportunities and makes mentorship a focus. We also provide a competitive salary and benefits package. See what makes us different. A career at KPM simply adds up.
Responsibilities:
Complete audit testing on financial statement accounts such as cash, accounts payable, or fixed assets
Work with client personnel to reconcile account differences and analyze financial data
Apply critical thinking and problem solving skills in developing proposed adjustments
Assist in drafting the auditors report, financial statements and related footnote disclosures and management letter comments
Qualifications:
Excellent oral & written communication skills
Top-notch client service skills
Must be prompt, organized & courteous
Maintain strict confidentiality of the firm's clients & businesses
Ability to work as a team player in a deadline driven environment
Excellent MS Office Suite skills
Excellent understanding of accounting connections
Requirements:
CPA exam eligible with plans of sitting for the exam
Bachelors or masters degree in accounting
Up to 40% travel, including 15-20% overnights
KPM offers a competitive salary and benefits package.
Since 1966, KPM has served a variety of industries and clientele, providing accounting, audit, tax, and consulting services to help clients prosper. KPM is the largest locally owned accounting firm in Southwest Missouri and was recently again ranked one of the top 20 firms in the Midwest by Accounting Today in addition to being a top 300 firm nationwide by INSIDE Public Accounting. The firm also is a member of The Leading Edge Alliance and has office locations in Springfield and Branson.
To learn more about KPM, visit kpmcpa.com. KPM is an equal opportunity employer and employer decisions are based on business needs, job requirements and individual qualifications, without regard to race, color, sex, sexual orientation, age, religion, or creed, disability, national origin, or any other protected status.