Estate Planning Attorney (5 to 8 Years Experience Required)
Cummins & White, LLP 4.2
Newport Beach, CA job
_Our firm is small enough to be personal - offering business development coaching and strong camaraderie. The firm has a rich heritage and attracts clients beyond what you would typically expect from an intimate firm. If you want the best of both worlds, a sophisticated practice in a supportive environment, check us out._
Orange County Airport area firm is looking for an estate planning attorney with five to eight years of experience. Our practice focuses on transactional needs of private operating businesses, real estate development, including their estate planning requirements. We act as the outside counsel and trusted advisor for the owners of those businesses.
Our ideal candidate will have the ability to build and maintain strong client relationships, understand their unique needs and provide effective solutions for those clients' estate and tax planning.
Demonstrated experience in drafting estate planning documents, probate and trust administration is required. Experience in probate and trust litigation is highly desired.
We offer a competitive salary, bonus programs, training and employment benefits. Superior academic performance, along with strong analytical and writing skills are essential.
Job Type: Full-time
Pay: $145,000.00 - $200,000.00 per year
Benefits:
* 401(k)
* 401(k) matching
* Dental insurance
* Flexible spending account
* Health insurance
* Health savings account
* Life insurance
* Professional development assistance
* Tuition reimbursement
* Vision insurance
Experience:
* estate planning: 5 years (Required)
License/Certification:
* membership of the CA State Bar (Required)
Work Location: In person
$145k-200k yearly 55d ago
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Litigation Attorney 4+ Yrs EXP REQ
Habush Habush & Rottier 3.4
Sheboygan, WI job
*- Habush Habush & Rottier S.C., *Wisconsin's premier personal injury law firm, is seeking an experienced litigation attorney to join our Sheboygan team. A minimum of four years litigation experience is preferred. Applicants should be highly motivated and have strong oral and written communication skills. Please submit a confidential cover letter and resume through Indeed or directly to Amy Walker at *******************.
*ATTORNEY - GENERAL SUMMARY*
Manage injury claims caused by another's negligence, involving legal research, drafting pleadings and motions, client consultation, case evaluation, negotiation with insurance adjusters, discovery, deposition preparation, and courtroom representation through settlements or trials. Key responsibilities include managing a caseload of negligence-based claims like auto accidents, dog bites, and slip-and-falls, communicating with clients and staff, and adhering to ethical and legal standards while advocating for their clients' best interests.
*ATTORNEY - CORE RESPONSIBILITIES:*
*-Client Management*
Conduct initial consultations, evaluate case viability, and maintain consistent communication with clients throughout the legal process.
*-Caseload Management*
Handle a portfolio of personal injury cases, including auto accidents, slip and falls, dog bite, and wrongful death claims.
*-Case Investigation & Research*
Conduct legal research, review and summarize case records (medical records, police reports, insurance policies), and gather evidence to support claims.
*-Legal Documentation*
Draft and file legal documents, such as complaints, pleadings, motions, discovery requests, and demand letters.
*-Negotiation & Settlement*
Negotiate with insurance companies and opposing counsel to reach favorable settlements for clients.
*-Discovery & Depositions*
Prepare for and conduct depositions for both expert and lay witnesses.
*-Litigation*
Prepare for and represent clients in mediation, arbitration, hearings, and trial proceedings.
*-Team Collaboration*
Work effectively with support staff and other legal professionals to advance cases efficiently.
*-Compliance*
Ensure all actions taken are in compliance with Wisconsin's legal and ethical obligations.
*ATTORNEY- REQUIRED QUALIFICATIONS:*
* A Juris Doctor (J.D.) degree.
* Admission to the Wisconsin Bar and an active license in good standing.
* Strong legal research, writing, and communication skills.
* Ability to manage a diverse caseload and work effectively in a fast-paced environment.
*ATTORNEY - DESIRED ATTRIBUTES:*
* Compassionate and empathetic approach to clients.
* Highly motivated, detail-oriented, and self-starter mentality.
* Excellent teamwork and collaboration skills.
* Commitment to client service and advocating for justice.
Ideal candidate - Litigation Attorney - Personal Injury Attorney - Associate Attorney - Personal Injury Lawyer - Litigation Lawyer - Attorney or Counsel or Lawyer
Job Type: Full-time
Benefits:
* 401(k)
* Dental insurance
* Flexible spending account
* Health insurance
* Life insurance
* Paid time off
* Vision insurance
Experience:
* Litigation: 4 years (Preferred)
License/Certification:
* Bar License (Required)
Ability to Commute:
* Sheboygan, WI (Required)
Work Location: In person
$83k-118k yearly est. 33d ago
Global Records & Information Management Director
Sidley Austin LLP 4.6
Chicago, IL job
A leading law firm in Chicago is seeking a Records Management Director to lead the strategy and governance of their global Records and Information Management program. This role requires a minimum of 10 years of experience in a similar field, ideally within a law firm, and offers a competitive salary of $280,000 - $350,000. You'll oversee operations, implement modern RIM practices, and lead a team while ensuring compliance with legal and regulatory standards.
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$280k-350k yearly 3d ago
President - Multifamily Property Management Operations
Korn Ferry 4.9
Birmingham, AL job
Korn Ferry has partnered with our client on their search for the role, President - Property Management Operation.
Gateway Management Company is seeking a President to lead performance accountability across its portfolio. While growth is embraced, our priority is a commitment to preserving the values that define Gateway. Although this growth is important, the greatest impact for this role and its direct reports will come from improving the performance of the existing portfolio. The President will oversee property management across all Gateway properties, with a focus on financial integrity, operational excellence, and compliance with all relevant laws, regulations, and internal policies. As a senior leader, this individual will also serve as a culture champion, actively promoting Gateway's mission and philosophy throughout the organization.
Key Responsibilities
With a relationship and data-driven approach to management, the President provides direct supervision to the RVPs in Property Management Operations and Service Operations. This supervision ensures that the operations and maintenance of all properties align with overarching standards emphasizing quality, occupancy, cost control, and revenue objectives.
The individual actively:
Focuses on maximizing operational performance of the Gateway Development portfolio
Identifies the clear, reasonable expectations for the Gateway Development portfolio and 3rd party clients
Drives accountability for meeting these expectations
Maintains assigned properties in a decent, safe, and sanitary condition always
Organizes assigned work efficiently
Develops effective work methods that comply with expectations
Partners with internal and external resources to maintain high levels of property performance and standards
Additional Key Responsibilities
In addition, this individual:
Interprets program standards, procedures, and regulations crucial for program effectiveness
Manages the budget for all area programs
Recommends modifications to meet evolving program requirements and staff adjustments
Participates in developing the annual budget submission related to Property Management Operations
Ensures the area of responsibility operates within the established budget
Advises the CEO and relevant C-level peers on pertinent budget, policy, program, and procedural matters
Provides updates on all phases of area programs
Represents Gateway Management Company Partners at various public/business, community, and resident meetings
Review financial and variance reports on monthly and quarterly basis and implement timely correction measures, as necessary
Review vacancy reports; monitor resident income re-certifications; supervise provision of a variety of additional analytical/statistical reports on the operations, program compliance, government and investor compliance and other activities to ensure desired occupancy levels and return on investment Report regularly to management
Oversee the preparation of month-end property performance and financial narratives, ensuring the property managers are explaining to property owners the relevant activity for each month
Review, interpret, and apply applicable laws and regulations, and company policies and procedures Responsible for compliance with Fair Housing, Non-Discrimination and housing legislation
Ensure lease agreements are up to date, and provisions are enforced with each tenant
Continuously research and study innovative practices in top performing companies across various industries and pilot new and borrowed ideas in the property management team
Negotiate property management contracts and other contracts in accordance with established criteria; as to protect the company's interest Must be able to determine when contracts warrant investor, partner and/or lender review and/or approval
Implement an effective financial strategy, including budgeting, cost control, forecasted expenditures and revenue improvements, oversee the development of yearly operating budgets/forecasts
Maintain clear line of communication with each property owner/partner and foster client relations
Oversee onsite risk management compliance; ensure monthly property walkthrough inspections are completed and properly documented
Develop and maintain property management systems, including policies and procedures
Ensure coordination of property operations, including building maintenance and rehabilitation work
Responsible for ensuring all property managers understand, monitor and are approving and properly coding all of the expenses for each property
Addresses all escalated tenant complaints and responding to emergencies
Key Responsibilities, continued
Oversees responses to and following up with all emergency situations at each property and if needed, coordinating with insurance adjusters and overseeing the management of any claim process. Ensure partners/investors/lenders remain informed
Works collaboratively with property management staff, Asset Management, Risk Management, and Accounting to prepare annual operating and capital improvement budgets and long-term management plans for all properties and ensure timely completion and submission of financial reports to partners/investors
Conducts project investment reviews, including quarterly financial reviews, annual site inspections, tenant file review and periodic reviews of insurance, property tax, debt service coverage and reserve for replacement requirements
Responsibilities/Duties for Staff Supervision and Development
Participates in the recruitment, interview, selection and evaluation process for property management staff
Mentors, coaches, supervises, develops and directs property managers in their job responsibilities and the operation, maintenance and leasing activities of the properties to maintain company standards
Provides oversight to property managers regarding property maintenance and repairs
Mentors employees and train them on various best practices through a hands-on training approach and through special focused training seminars in partnership with the Learning & Development team
Leads regular staff engagement between Senior Managers across other departments
Assures proper training and use of all equipment/supplies
Monitors initial tenant leasing activity to ensure compliance with requirements
Responsibilities/Duties for Business Management
Prepares annual management plans, as needed, with input from Senior Management Team and investors
Sets performance goals by property, related to industry standards; monitor performance, adjust strategies as needed
Participates in organizational planning with Senior Management Team
Works with staff to ensure maximum use of property management and other software
Works with owners, managers, site staff and accounting personnel to develop and manage individual site business plans including investment objectives, compliance goals, market positioning, personnel, asset quality, financial goals and objectives
Responsibilities/Duties for Reporting, Community Involvement and Professional development
Prepares and present departmental reports relating to project performance, goals, standards, benchmarks
Regularly communicates and cooperates with Senior Management Team on all reporting and regulatory issues
Sits on various committees pertinent to department and organization goals and standards
Stays abreast of property management and other real estate related industry standards, legislation impacting department and industry practices, policies and procedures
The Candidate
Skills and Competencies
Specific Qualifications and Attributes to include:
10+ years of managing a portfolio of 10,000+ units in affordable housing or a mix of Affordable and Class A / B market-rate multifamily housing
Experience leading high-functioning property management teams
Demonstrated experience developing and motivating a high performing, cross functional team
Proven track record of implementing best practices to maximize value across a portfolio
Bachelor's degree
Excellent written and verbal communications skills
Ability to multitask and delegate effectively in a fast-paced environment and to work cross-functionally in a matrixed environment
Prior experience Real Page One Site Software is a plus
In addition to competitive pay, Gateway Management Company's robust benefits package includes:
Competitive salary and bonus potential
Potential for Equity to share in future profits
Health, dental, vision, and short and long-term disability insurance
Paid time off and company holidays
401k plus company match
Wellness plans, FSA/HAS
The Company
The Gateway Companies
Gateway Management Company emphasizes creating partnerships and properties, with long sustainable value, thriving residential communities, and enriching work environments. Gateway strives to create rewarding work and living environments. We are a branch of several companies that are a total property and housing solution. The Gateway Companies are comprised of Gateway Management, Gateway Development, and Gateway Construction.
The Gateway Companies were formed in 1986, including Gateway Management Company, for the primary purpose of providing conventional and affordable housing through development, property management and asset management for the properties owned by the principal in the Company. Gateway currently manages over 180 properties, including our third-party partners, consisting of over 16,000 units throughout the Southeastern United States. We have over 450 employees.
SE: 510761140
$161k-277k yearly est. 4d ago
Billing Coordinator
Envoy Inc. 4.4
San Francisco, CA job
Envoy builds workspace management technology that makes it simple to run secure, compliant, and connected workplaces across every location. Over 16,000 workplaces and properties around the world rely on Envoy to create great experiences for employees and visitors while meeting safety, security, and compliance needs at scale. From corporate headquarters and labs to manufacturing sites, Envoy powers the places where people work best together.
Learn more at envoy.com
About the role
This is an individual contributor role and requires a hands‑on, detail‑minded, critical thinking approach to the quote to cash operations of the Company, and excellent communication skills to resolve questions about accounts receivable.
Onsite position that requires four days a week (Monday-Thursday) in our San Francisco HQ.
You will
Administer the quote to the cash cycle, including provisioning, invoicing, communications, and cash receipt deposits.
Become familiar with the intricacies of the ChargeBee Billing tool and Salesforce for better efficiency and accuracy.
Day‑to‑day includes billing account management, turning executed contracts into subscriptions, helping streamline invoice automation, resolving billing issues while maintaining a high level of customer service, and collaborating with various teams in the quote‑to‑cash process.
Be a responsive, collaborative partner with all departments across the company. Respond to questions from internal and external parties regarding customer/invoice/payment and orders in a professional and timely manner.
Assist with accurately processing orders, including but not limited to confirming contact and billing information, pricing and discount approvals, as well as the purchasing order terms and conditions.
Assist with filling out Vendor Forms.
Participate in developing and documenting controls and procedures surrounding our multiple process flows.
Build strong relationships across the organization with Sales, SalesOps, and Customer Success, Finance, etc.
Assist other teams in the cross‑functional department with ad hoc projects and initiatives.
Assist with account management procedures, such as responding to invoicing questions, helping with customer onboarding forms, and managing the licenses within customer accounts.
Maintain and follow department processes and procedures, and actively look for opportunities to implement improvements and efficiencies.
You have
3+ years of experience in quote to cash responsibilities or at a technology company in a similar role (SaaS experience preferred). Some experience with general accounting is a plus.
Work with minimal supervision and exercise sound judgment within the scope of authority.
Bachelor's degree in Accounting or related field.
Strong organizational and time‑management skills, with excellent attention to detail.
Customer billing and collections experience.
Proficiency in Microsoft Excel.
Experience with Chargebee strongly recommended.
Experience with Salesforce, Jira, and Intercom is a bonus.
Ability to prioritize daily tasks to meet deadlines through open communication and collaboration in a highly dynamic and fast‑paced environment.
You Are
An exceptional writer and spoken communicator.
Highly organized & autonomous.
Comfortable and energized operating in a fast‑moving organization.
Passionate about our product and working with enterprise‑sized businesses.
Entrepreneurial and self‑motivated.
Consultative with demonstrable experience.
Enthusiastic about learning and growing at Envoy.
Intellectually curious and ambitious.
You'll get
A high degree of trust in your ideas and execution.
An opportunity to partner and collaborate with other talented people.
An inclusive community where you feel welcomed and cared for as a person.
The ability to make an immediate impact in helping customers create a great workplace experience.
Support for your personal and professional growth.
If you have any questions related to compensation, please get in touch with Recruiting after you apply.
#LI-Hybrid
By applying for this position, you acknowledge that you have fully read and understand the job requirements and received the Envoy Privacy Notice for applicants, which is linked here. Completing this application requires you to provide personal data, such as your name and contact information, which is mandatory for Envoy to process your application. Envoy is an EEO Employer and does not discriminate on the basis of any characteristic protected by local, state or federal law.
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$43k-61k yearly est. 5d ago
Work From Home Product Tester - $25-$45/hr - No Experience Needed
OCPA 3.7
Asbury, IA job
Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies. We guarantee 15-25 hours per week with an hourly pay of between $25/hr. and $45/hr., depending on the In-Home Usage Test project. No experience required.
There is no payment required in order to apply or to work as an In-Home Usage Tester. You don't have to buy products or pay for shipping, everything is paid by our company. In-Home Usage Testers are considered independent contractors, we pay weekly every Wednesday by direct deposit or by cheque.
Online Consumer Panels America is a consulting firm that specializes in product testing and product development work. We design and conduct In-Home Usage Testing (IHUT) locally and nationally to provide actual user feedback in real-time to companies and market research firms to evaluate products to ensure proper product certification and greater market access.
It is important to note that during your application process, reputable market research companies will determine your demographics and consumer profile to establish what products would be suitable for you to test. Market research companies that partner with us will use questionnaires to identify and target certain types of consumers, to ensure that the right participants are engaged and to achieve the representative sample needed.
Participation in these product testing and consumer panels is always free, secure and private. In-Home Usage Testing is a quick, easy and fun way to make extra cash by telling big brands what you think about their upcoming products and services in the American market.
Main Duties:
Properly document In-Home Usage Tests as instructed in the In-Home Usage Test Daily Schedule (screenshots, audio recordings, videos, product journal entries, etc.)
Take care of the product being tested and use it responsibly
Read and strictly follow the In-Home Usage Test Daily Schedule provided with each product testing project (may include tasks such as unpacking, reading instructions, journal entries, online or mobile feedback, usage of product for a certain amount of time, writing reviews, taking pictures, etc.)
Some In-Home Usage Tests projects may require participants to use MFour's Mobile In-Home Use Test Technology (cutting-edge smartphone technology to capture Point-of-Emotion insights to gain unparalleled depth of responses)
There are times when the product being tested may be discussed in a private chat room that is opened by a market research firm
Write reviews as requested in the In-Home Usage Test Daily Schedule for each project
Requirements:
Ability to follow specific instructions
Excellent attention to detail and curious spirit
Be able to work 15-25 hours per week and commit to a certain routine
Have access to a computer and a reliable internet connection
Have access to a digital camera or cell phone that takes pictures -Be honest and reliable -Good communication skills are an asset -18 years or older
A paid Product Tester position is perfect for those looking for an entry-level opportunity, flexible or seasonal work, temporary work or part-time work. The hours are completely flexible and no previous experience is necessary.
Benefits:
Very competitive pay rate
Weekly pay
Work around your own schedule
Learn about an exciting industry
Telecommute (you can work from home, work or school)
Most of the time you can keep the product you tested
$25 hourly 60d+ ago
Jr. Product Manager
The Intersect Group 4.2
Irving, TX job
Entry-level Product Manager supporting Operations products. Partner with stakeholders, UX, and engineering to define requirements, manage backlogs, and deliver digital improvements for store operations.
Responsibilities
Translate user and business needs into user stories and product requirements
Manage and groom the product backlog; support release planning
Collaborate with UX, engineering, and stakeholders to deliver features
Track KPIs and learnings to refine product decisions
Support agile delivery and advocate for end users
Qualifications
Bachelor's degree
Basic knowledge of agile/product management concepts
Familiarity with tools like Jira, Confluence, wireframing, and analytics
Strong organization, communication, and willingness to learn
Ability to work on-site 5x a week in Dallas, TX
Preferred
Degree in Product, CS, or Engineering
Exposure to retail or e-commerce
$96k-140k yearly est. 3d ago
Logistics Agent
Radius International 4.9
Avon, OH job
Job Title: Logistics Agent
Position Type: Full-Time | In-Person
The Logistics Agent plays a vital role in the efficient operation of Radius Logistics' warehouse and distribution functions. This dual role office/warehouse position requires strong multitasking skills, adaptability to changing priorities, and the ability to work both independently and collaboratively in a fast-paced environment.
Key Responsibilities
General Operations
Distribute, store, and manage inventory while maintaining accurate records of all items handled.
Complete assigned workloads and daily tasks efficiently.
Label boxes, crates, and other materials for easy identification.
Load and unload trucks safely and efficiently.
Verify, label, and document incoming and outgoing cargo.
Inventory & Documentation
Maintain accurate inventory records for items shipped, received, and stored.
Process orders, invoices, deliveries, and inventory documentation for accuracy.
Coordinate the timely receipt, storage, and delivery of cargo and materials.
Equipment & Safety
Operate forklifts and other warehouse machinery (forklift certification required).
Perform routine equipment maintenance and coordinate necessary repairs.
Ensure compliance with health, safety, and environmental regulations.
Monitor and promote safety measures throughout the warehouse.
Manually lift and move packages up to 50 lbs. as required.
Communication & Coordination
Work closely with warehouse associates and operational departments to ensure efficient workflow.
Communicate effectively with customers, vendors, truckers, and management.
Identify and troubleshoot workflow or process issues as they arise.
Support new initiatives and adapt to frequent changes in daily operations.
Qualifications
High school diploma or equivalent preferred.
Valid forklift certification (or ability to obtain one).
Strong organizational and communication skills.
Ability to lift up to 50 lbs. and operate warehouse machinery.
Experience in warehouse, logistics, or distribution environments preferred.
Attention to detail, reliability, and a commitment to safety.
Skills
Computer literacy: ability to use computers efficiently and effectively; using operating systems, proficiency with applications like Word, spreadsheets, and email programs)
Problem-solving: identify solutions quickly and independently or with a team
Leadership: ability to organize a team to reach a goal
Customer service: ensure customer satisfaction and maintain business relations with customers, operations, and vendors.
Interpersonal communications: build and maintain rapport with other employees and foster meaningful relationships with customers, operations, and vendors.
Time management: ability to meet deadlines
Organizational: demonstrate the ability to manage tasks, time, and resources efficiently
Benefits
Competitive pay (based on experience)
Health, dental, and vision insurance options
Paid time off and holidays
Opportunities for career advancement
Supportive, team-oriented environment
Schedule:
Full-time, Monday to Friday (occasional overtime as needed)
How to Apply:
Apply directly through TriNet
$28k-36k yearly est. 60d ago
Seeking Divorce and Family Law Attorney (ABQ)
New Mexico Legal Group 3.8
Albuquerque, NM job
New Mexico Legal Group is hiring an additional attorney to join our team and we have expanded our hiring criteria. While we are a divorce and family law firm, we have had significant success with candidates outside this field. This is especially true for former prosecutors and P.D.s, as well as civil defense lawyers and anyone who is interested in making a difference in people's lives, having significant client contact, getting into court on a regular basis, and earning what you deserve based on your performance. We are a cutting-edge divorce and family law practice made up of high-level performers: David Crum, Cynthia Payne, Amy Bailey, Matthew Barceleau, Mark Pustay, Janine Caller, Molly Kicklighter, Maggie Brister, Jannheli Perez, Ophelia Batista, Callan Collins, Isadora Renner, and .
Why is this an incredible opportunity?
* You will be involved in creating the very culture and financial rewards that you have always wanted in a law firm;
* We practice at the highest levels in our field, with independence and cutting edge practice and marketing strategies;
* The firm offers excellent pay (160k+), PPO health insurance, life, disability, dental, and vision insurance, flexible spending account (FSA), an automatic 3% contribution to 401(k) and future revenue sharing;
* This is also a great opportunity for lawyers in a solo practice who would like to merge their practice.
This position is best filled by attorneys who want to help build something extraordinary. This will be a drama free environment filled with other team members who want to experience something other than your run of the mill divorce firm.
Interested candidates: Upload whatever forms of communication you feel will help us to understand you the best. Please explain why you are drawn to this position and how you can be an asset to the team.
All inquiries are completely confidential. We look forward to hearing from you!
Job Type: Full-time
Benefits:
* 401(k)
* 401(k) automatic 3% contribution
* Health insurance, including dental and vision
* FSA
* Life insurance
* Flexible schedule
* Professional development assistance
Schedule:
* Monday to Friday
Ability to commute/relocate:
* Albuquerque, NM 87110: Reliably commute or planning to relocate before starting work (Required)
License/Certification:
* NM Bar License (Required)
Work Location: In person
Job Type: Full-time
Pay: $160,000.00 - $180,000.00 per year
Benefits:
* 401(k)
* 401(k) matching
* Dental insurance
* Flexible schedule
* Flexible spending account
* Health insurance
* Life insurance
* Professional development assistance
* Vision insurance
License/Certification:
* Bar (Preferred)
Work Location: In person
$160k-180k yearly 21d ago
Judicial Assistant III - Courtroom Assignment
Superior Court of California, County of Santa Barbara 4.1
Santa Barbara, CA job
is located in Santa Maria
If you are looking for a stimulating and rewarding career working in a Courtroom, this position is for you. Our Courtroom Clerks keep the flow of the Court running efficiently working closely with Judicial Officers. We offer excellent benefits, too. Come join our organization as the best part is our employees. Apply now!
Applicants who meet the minimum qualifications of the position will be invited to a one-hour and fifteen-minute performance exercise via Zoom. You will receive an email notification if you are invited to take the exam.
**Testing dates & times**
Thursday, February 5th, 2026
8:00am, 12:00pm or 3:45pm
or
Friday, February 6th, 2026
8:00am, 12:00pm, or 3:45pm
(You will only need to schedule for one test time)
ADDITIONAL MONETARY/BENEFIT VALUE:
In addition to the base wage listed, employees in this classification receive:
The Court pays 100% of employee health premium
100% of the medical premium for Employee + Dependent
100% of the medical premium for Employee + Family
100% of employee dental premium
100% of employee + dependent dental
100% of employee + family coverage dental
Paid Vacation and Paid Sick Time
14 Paid Holidays + 1 Floating Holiday
Biweekly Court contribution of approximately 32.47% of gross wages towards employee's mandatory retirement account. SBCERS Plan 8. (Download PDF reader)
Additionally, employees from current public employers (federal, state and/or local government) may qualify for:
- Retirement reciprocity
- Time and service credit towards vacation accrual rate
Under general supervision, performs a variety of clerical and administrative duties related to court hearings and courtroom proceedings.
DISTINGUISHING CHARACTERISTICS
The Judicial Assistant III is the journey and advanced journey level in the Judicial Assistant classification series. The Judicial Assistant III-Courtroom Assignment is distinguished from all other Judicial Assistants in that the primary focus of the courtroom assignment is clerical and administrative courtroom support work. The Judicial Assistant III-Courtroom Assignment is distinguished from the Judicial Assistant III-Office Assignment in that the primary focus of the office assignment is clerical and administrative legal processing support work. The Judicial Assistant III classification as a whole, both courtroom and office assigned positions, may act as a "lead-worker"; leading, training and assigning the work of subordinate and/or lesser experienced Judicial Assistants. The courtroom assigned Judicial Assistant III would typically be assigned responsibility for "peer" training of lesser experienced Judicial Assistant III-Courtroom Assignment employees as needed, while the office assigned Judicial Assistant III is typically assigned responsibility for leading, training and assigning the work of subordinate Judicial Assistants within an office based work unit, and/or may be assigned formal responsibility for overseeing, leading, training, and/or assigning a unique or specialty work load. The Judicial Assistant III-Office Assignment and Courtroom Assignment may be assigned to cover other Judicial Assistant III assignments as needed. The Judicial Assistant III classification as a whole, both courtroom and office assignments, are not included in the Judicial Assistant I/II flex series.
Examples of Duties
Attends court sessions and takes minutes of actions and proceedings; requests clarifications of instructions and order of actions to properly note the official court record.
Examines ledgers, reports, and other financial documentation for technical defects and accuracy.
Maintains court records and files, such as records of court-appointed counsel and experts; receipts, marks, and takes custody of evidence.
Impanels and polls jurors, records challenges, administers oath or affirmations to witnesses and jurors and records jury service and compensation due jurors.
Advises attorneys, public agencies and the public on the status of cases and provides procedural information.
Prepares and reviews for format and content a variety of court documents.
Prepares court calendars and/or calendars cases for hearing, conferring with the appropriate individuals according to established procedures; distributes calendars and related case files for review.
May lead, train and/or assign the work of less experienced Court Assignment clerks as directed by supervisor.
Performs related duties as assigned.
Employment Standards
One year of experience performing the full range of duties of a classification equivalent to Judicial Assistant II with Court; OR
Successful completion of college level courses or equivalent specialized training in legal terminology, legal procedure, and court procedures; OR
Any combination of training, education, and experience that would provide the required knowledge and abilities.
Knowledge of: office practices; basic mathematics; legal terminology; court rules and filing procedures; requirements of court documents; laws, policies, and procedures associated with all types of trials and court proceedings; preparing of case files, dockets and court calendars; computers, computer applications and automated databases.
Ability to: maintain confidentiality; utilize sound judgment in performing court-related duties; pay attention to detail; understand, explain, and comply with a variety of detailed procedures; organize work tasks; establish and maintain professional, courteous working relationships with staff, legal community, and the public; establish work priorities; lead, train, assign and review work of others; use a computer and associated equipment, and applications to complete the work of the Court.
$45k-60k yearly est. 3d ago
Senior Salesforce Administrator
Raymond James Financial, Inc. 4.7
Cleveland, OH job
** The Senior Salesforce Administrator ensures that we are maximizing efficiency and capitalizing on the full features and benefits of our Salesforce platform. The Senior Salesforce Administrator will report to the VP of Sales Operations, and will collaborate closely with functional leaders to support, configure, maintain, and improve TSC's Salesforce ecosystem in support of daily operations and strategic initiatives. The position will provide Salesforce support to internal and external end-users and serve as a mentor for other Salesforce Administrators on the team.
**Primary Functions of the** **Position:**
+ Serves as a system administrator for the entire Salesforce platform including Sales Cloud, Service Cloud, Experience Cloud, Pardot, and Salesforce Shield
+ Handles administrative functions including user account maintenance, reports and dashboards, workflows, process builders, flows, triggers, validation rules, campaigns, custom objects, change management, and sandbox deployments
+ Key contributor to our ongoing development efforts for our customer-facing Salesforce Experience Community; including QA testing, UAT testing, and vendor management
+ Helps prioritize and triage all Salesforce issues and enhancement requests directly with the Sales Operations team
+ Organizes and performs system training and demonstrations to internal and external users
+ Creates documentation of new system processes
+ Gathers business requirements to create process improvements using Salesforce technology
+ Maintains Salesforce database for integrity and accuracy including cleansing and duplicate record management
**Education and Experience** **Requirements:**
+ Bachelor's Degree
+ Salesforce Administrator certification
+ 3+ years of Salesforce Administration experience
+ Strong communication skills and experience working with functional leadership
+ Creative and analytical thinker with strong problem-solving skills
+ Demonstrated ability to meet deadlines and prioritize simultaneous requests
**Preferred** **Experience:**
+ Ability to write APEX triggers
+ Experience in banking and/or financial services
**Essential Skills and** **Abilities:**
+ Strong presentation, collaboration, and communication skills
+ Intellectually curious to gain deeper understanding of processes and requirements
+ Self-starter and a team player capable of driving projects to fruition
+ Familiarity with technical project methodologies and the software development lifecycle
+ Exceptionally strong skills and knowledge of Microsoft Excel and PowerPoint
+ Exemplify understanding of Salesforce integrations such as DocuSign, Jitterbit, SF Shield
$66k-83k yearly est. 60d+ ago
Client Service Associate
Raymond James Financial, Inc. 4.7
Beachwood, OH job
Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Come grow with us and see where a career at Raymond James could take you!
**Essential Duties and Responsibilities**
+ Services a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.
+ Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office.
+ With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports.
+ Opens new client accounts and researches client and security information using internal databases and other technologies.
+ For proper maintenance and to meet firm and industry requirements, ensures client paperwork and documentation is accurate and correct prior to submission and processing. Follows up to ensure accurate completion.
+ Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients.
+ Prepares various business summary reports and client-specific reporting as needed for review by the financial advisor.
+ Creates and maintains records and files utilizing Client Relationship Management (CRM) software.
+ Assists Financial Advisors with marketing efforts including seminars and other client-facing events.
+ May enter orders at the direction of the Financial Advisor.
+ Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.
+ Performs other duties and responsibilities as assigned.
**Knowledge of**
+ Company's working structure, policies, mission, and strategies.
+ General office practices, procedures, and methods.
+ Investment concepts, practices and procedures used in the securities industry.
+ Financial markets, products and industry regulations.
**Skill in**
+ Client Relationship Management (CRM) software, or similar contact management software.
+ Excel, including developing spreadsheets as needed and for ongoing reporting.
+ Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail)
**Ability to**
+ Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
+ Analyze and research account information.
+ Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
+ Identify time sensitive items and assess competing priorities.
+ Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns.
+ Handle stressful situations and provide a high level of customer service in a calm and professional manner.
+ Analyze problems and establish solutions in a fast paced environment.
+ Use mathematics sufficient to process account and transaction information.
+ Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually.
+ Work both independently and as part of a cohesive team.
+ Provide a high level of customer service.
**Education/Previous Experience**
+ High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred, or an equivalent combination of experience, education, and/or training as approved by Human Resources.
$70k-90k yearly est. 32d ago
Portfolio Manager CRE
Raymond James Financial, Inc. 4.7
Cleveland, OH job
** The Commercial Real Estate (CRE) Credit Portfolio Manager assists the relationship managers with the underwriting of new and existing relationships to ensure the Bank maintains high credit quality and to provide more time for the relationship managers to generate new business opportunities.
**Primary Functions of the** **Position:**
+ Underwrites requests for credit extensions to new and existing clients (new money business)
+ Performs detailed financial analysis for CRE and, on occasion, personal lending opportunities
+ Prepares the following for presentation to Senior Loan Committee:
+ Credit Approval Request (CAR)
+ Modifications
+ Covenant Waivers/Amendments
+ Accurate and Timely Risk Rating
+ Assessment of Real Estate Sponsorship
+ Ensures compliance with the Bank's credit policies and procedures, identifying exceptions for approval as they occur
+ In collaboration with RM and Closer, facilitates Pre-Close Kick off Call between Closer, Portfolio Manager, Bank Counsel, Borrower Counsel and other parties.
+ Ensures final loan documentation is consistent with credit approvals prior to closing.
+ Accompanies the relationship manager on prospect / client calls when appropriate
**Education and Experience** **Requirements:**
+ Bachelor's Degree in Finance, Accounting, or related field
+ Minimum of 5 years of credit analysis and underwriting experience
+ Completion of a bank commercial credit training program and experience analyzing commercial / residential real estate projects (income producing properties including retail, office, industrial and multi-family; land acquisition and development loans, and construction loans) strongly preferred
**Essential Skills and** **Abilities:**
+ Demonstrated knowledge of investment commercial real estate finance for multiple loan and property types
+ Excellent organization skills, attention to detail and the ability to work in a fast-paced environment and complete assignments in a timely manner with minimal direction
+ Strong written and verbal communication skills
+ Strong presentation skills
+ Ability to work independently and within a team
+ Proficient in various spreadsheet and word processing applications, including the use of graphs and charts
$91k-116k yearly est. 60d+ ago
Treasury Management Specialty Sales Officer
Raymond James Financial, Inc. 4.7
Cleveland, OH job
** The Treasury Management Specialty Sales Officer ("TMO") will execute the Treasury Management Specialty Sales Strategy. The TMO is responsible for managing the specialty sales portfolio, generating new business and providing representation of the bank in the market. The TMO is responsible for developing new/enhanced business relationships with select clients nationally and within the Bank's footprint. This position requires consultative selling to targeted niches within Treasury Management is responsible for meeting individual annual sales goals. Responsibility includes strategizing to target and develop the deposit/treasury niches, developing and executing sales strategies to retain and fully penetrate new treasury management relationships. This position reports directly to the Head of Treasury Management Sales and Strategy.
**Primary Functions of the** **Position:**
+ Demonstrates mastery level proficiency in all Depository Services and Treasury Management products
+ Responsible for independent, consultative sales calling efforts focusing on treasury management opportunities primarily related to targeted industry verticals (mostly comprehensive payments and related services).
+ Consults with existing and prospective deposit centric clients, by phone and in person, to learn their business & industry trends.
+ Develops individual sales prospecting regimen, plans to achieve production goals and initiating strategies that will improve efforts and subsequent results.
+ Drives visibility through industry engagement, conference participation and other activities to develop prospective client relationships and generate treasury management fee revenue and operating balances.
+ Provides education and knowledge of products to internal partners and to existing and prospective clients
+ Become an industry expert as it relates to targeted industries and share knowledge within the bank and among prospect/client base.
+ Effectively manages operational risk and compliance associated with role.
**Education and Experience** **Requirements:**
+ Bachelor's Degree or equivalent
+ Certified treasury Professional (CTP) preferred but not required
+ 5+ years of experience in one or a combination of the following: sales, business development, payment centric industries sales or treasury management sales experience
+ Proven experience in complex, comprehensive payments/technological solutions and a strong understanding of related business applications and risk management protocols
+ Ability to generate calling activity and corresponding business by being a self-starter and leading opportunities independent of lending/credit.
+ Exceptional interpersonal, communication, and presentation skills
+ Exceptional planning, time management, and organization skills
+ Demonstrated analytical and problem-solving capabilities
+ Demonstrated ability to work independently and build relationships
+ Ability to work in a high-energy, fast-paced work environment and adapt quickly to changing circumstances
$104k-140k yearly est. 60d+ ago
Work From Home Product Tester - $25-$45/hr - No Experience Needed
OCPA 3.7
Clinton, IA job
Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies. We guarantee 15-25 hours per week with an hourly pay of between $25/hr. and $45/hr., depending on the In-Home Usage Test project. No experience required.
There is no payment required in order to apply or to work as an In-Home Usage Tester. You don't have to buy products or pay for shipping, everything is paid by our company. In-Home Usage Testers are considered independent contractors, we pay weekly every Wednesday by direct deposit or by cheque.
Online Consumer Panels America is a consulting firm that specializes in product testing and product development work. We design and conduct In-Home Usage Testing (IHUT) locally and nationally to provide actual user feedback in real-time to companies and market research firms to evaluate products to ensure proper product certification and greater market access.
It is important to note that during your application process, reputable market research companies will determine your demographics and consumer profile to establish what products would be suitable for you to test. Market research companies that partner with us will use questionnaires to identify and target certain types of consumers, to ensure that the right participants are engaged and to achieve the representative sample needed.
Participation in these product testing and consumer panels is always free, secure and private. In-Home Usage Testing is a quick, easy and fun way to make extra cash by telling big brands what you think about their upcoming products and services in the American market.
Main Duties:
Properly document In-Home Usage Tests as instructed in the In-Home Usage Test Daily Schedule (screenshots, audio recordings, videos, product journal entries, etc.)
Take care of the product being tested and use it responsibly
Read and strictly follow the In-Home Usage Test Daily Schedule provided with each product testing project (may include tasks such as unpacking, reading instructions, journal entries, online or mobile feedback, usage of product for a certain amount of time, writing reviews, taking pictures, etc.)
Some In-Home Usage Tests projects may require participants to use MFour's Mobile In-Home Use Test Technology (cutting-edge smartphone technology to capture Point-of-Emotion insights to gain unparalleled depth of responses)
There are times when the product being tested may be discussed in a private chat room that is opened by a market research firm
Write reviews as requested in the In-Home Usage Test Daily Schedule for each project
Requirements:
Ability to follow specific instructions
Excellent attention to detail and curious spirit
Be able to work 15-25 hours per week and commit to a certain routine
Have access to a computer and a reliable internet connection
Have access to a digital camera or cell phone that takes pictures -Be honest and reliable -Good communication skills are an asset -18 years or older
A paid Product Tester position is perfect for those looking for an entry-level opportunity, flexible or seasonal work, temporary work or part-time work. The hours are completely flexible and no previous experience is necessary.
Benefits:
Very competitive pay rate
Weekly pay
Work around your own schedule
Learn about an exciting industry
Telecommute (you can work from home, work or school)
Most of the time you can keep the product you tested
$25 hourly 60d+ ago
Branch Manager
Raymond James 4.7
Beachwood, OH job
Oversees the daily operations of multiple Raymond James & Associates (RJA) branch offices. This position is based in the Beachwood, OH office and is responsible for managing six branch locations throughout the Greater Cleveland area.
Job Description
Essential Duties and Responsibilities
Attracts, selects, orients, trains, and retains Financial Advisors (FAs) and support staff.
Continually evaluates branch structure and strategic plan, including future growth as needed, to promote overall efficiency and profitability while maintaining a commitment to excellent service.
Responsible for compliance oversight and ensuring adherence to firm and regulatory policies and procedures.
Supervises daily trading and other office activities.
Documents and resolves client complaints.
Performs reviews of client accounts.
Develops and implements plans to meet office sales goals.
Facilitates sales promotion activities such as seminars and luncheons/dinners.
Develops and monitors office revenue and expense budgets.
Informs FAs about new products and RJA managed underwritings.
Participates in community affairs as a representative of the firm.
May service clients in his/her own book of business.
Performs other duties and responsibilities as assigned.
Knowledge of
Company's working structure, policies, mission, strategies, and compliance guidelines.
Economic and accounting principles and practices, the financial markets, banking, and analysis and reporting of financial data.
Legal requirements and federal and state regulations related to employment.
Skill in
Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
Preparing and delivering clear, effective, and professional presentations.
Identifies the needs of customers through effective questioning and listening techniques.
Ability to
Continuously learn investment products, industry rules and regulations, and financial planning.
Provide a high level of customer service.
Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.
Articulate reasons behind decisions.
Keep all appropriate parties up-to-date on decisions, changes, and other relevant information.
Establish and maintain effective working relationships with others.
Identify problems, gather facts, and develop solutions.
Education/Previous Experience
Bachelor's degree (B.A.) from four-year college or university, and a minimum of three (3) years experience in a financial services firm, or an equivalent combination of experience, education, and/or training as approved by Human Resources
Licenses/Certifications
SIE required provided that an exemption or grandfathering cannot be applied.
Series 7 and 9 & 10 (or 8) required.
Series 63 & 65, or 66 as required by state.
Life, Health, and Variable Annuity Insurance Licenses.
NFA Commodities License required if any commodities trading is done at the branch.
Education
Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance, High School (HS) (Required)
Work Experience
Manager Experience - 6 to 10 years
Certifications
s10 - General Securities Sales Supervisor - General Module Examination - Financial Industry Regulatory Authority (FINRA), s63 - Uniform Securities Agent State Law Examination - Financial Industry Regulatory Authority (FINRA), S65 - Uniform Investment Adviser Law Examination - Financial Industry Regulatory Authority (FINRA), s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), s9 - General Securities Sales Supervisor - Options Module Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Travel
Less than 25%
Workstyle
Resident
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
#LI-AC1
$46k-63k yearly est. Auto-Apply 60d+ ago
Attorney - Dependency Legal Proceedings
Los Angeles Dependency Lawyers 4.1
Monterey Park, CA job
About Us: Los Angeles Dependency Lawyers, Inc. (LADL) is a non-profit, public interest legal firm representing parents in juvenile dependency court proceedings in Los Angeles County. We currently serve over 12,000 parents seeking to reunite with their children.
Who We Are Seeking:
LADL seeks California attorneys who are committed to the fight for social justice, intellectually excited to defend the constitutionally protected relationship between parents and their children, and sufficiently resilient to engage in daily battle against the generational effects of poverty, racism, addiction, domestic violence and mental health conditions. We represent parents who have been negatively impacted by child welfare systems which have often taken their children and placed them with strangers. LADL attorneys have frequent client contact and litigate contested matters daily, protecting and reunifying L.A. County's most vulnerable families. LADL offers competitive salary and benefits based on experience.
*Attorney positions are available in our Monterey Park and Lancaster locations. This job ad is open until it is closed. * *A $1,000.00 monthly stipend will be available to Attorneys based in Lancaster.*
Attorneys' duties include but are not limited to:
* Legal representation of parents in daily juvenile dependency proceedings in the Los Angeles County Juvenile Dependency Court. This duty includes in-court and out-of-court representation of parents at all phases of dependency case proceedings.
* Attorneys are to establish and maintain an attorney-client relationship with their client.
* Attorneys are to conduct thorough, continuing, and independent investigations and interviews at every stage of the proceedings on behalf of their client. Attorneys shall utilize the services of law firm social workers, investigators, paralegals and parent partners as necessary. Attorneys are to file pleadings, motions, responses, or objections as necessary on behalf of their client.
LADL attorneys go through a multi-tiered training period to prepare them for the stimulating and electric atmosphere of the 28 courtrooms in Monterey Park.
Requirements:
* Must have an active California State Bar license and must be in good standing. Please include your State Bar Number on your application materials.
* Ideal candidate would have previous public interest experience and/or criminal law experience.
Salary:
Salaries start at $95,400.00 per year.
LADL offers a variety of health benefits, including but not limited to: medical, dental, vision, voluntary term life, and long term disability insurance plans; Flexible Spending Accounts (FSA); retirement accounts (401k) with a match of 4%; Nationwide pet insurance; work/life balance resources; paid time off including paid sick time, personal time, and vacation time.
· 401(k)
· 401(k) matching
· Dental insurance
· Flexible spending account
· Health insurance
· Health savings account
· Life insurance
· Paid time off
· Parental leave
· Retirement plan
· Vision insurance
Work Hybrid
* Many factors influence the location of an attorney's practice, especially the client's needs as we work to reunify their family. Attorneys must be able to physically appear in court, in-person, when required as well as appear in the office when training or when needed.
How to Apply:
*Cover letter *_*and*_ *resume are required. Both must be in PDF or Microsoft Word format. *If your resume contains little by the way of non-profit, public interest or social justice experience, please explain in your cover letter your interest in, and qualifications for, employment in the specific area of Parents' Representation in Dependency Court.
Job Type: Full-time
Pay: From $95,400.00 per year
Benefits:
* 401(k)
* 401(k) matching
* Dental insurance
* Flexible spending account
* Health insurance
* Health savings account
* Life insurance
* Paid time off
* Parental leave
* Retirement plan
* Vision insurance
Application Question(s):
* Are you an active member of the California State Bar? Please state Yes or No and indicate your CA State Bar Number
Experience:
* Public Interest or Dependency law: 1 year (Preferred)
License/Certification:
* State Bar license in order to practice law in California (Required)
Work Location: In person
$95.4k yearly 60d+ ago
Client Service Associate
Raymond James 4.7
Beachwood, OH job
Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Come grow with us and see where a career at Raymond James could take you!
Essential Duties and Responsibilities
Services a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.
Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office.
With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports.
Opens new client accounts and researches client and security information using internal databases and other technologies.
For proper maintenance and to meet firm and industry requirements, ensures client paperwork and documentation is accurate and correct prior to submission and processing. Follows up to ensure accurate completion.
Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients.
Prepares various business summary reports and client-specific reporting as needed for review by the financial advisor.
Creates and maintains records and files utilizing Client Relationship Management (CRM) software.
Assists Financial Advisors with marketing efforts including seminars and other client-facing events.
May enter orders at the direction of the Financial Advisor.
Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.
Performs other duties and responsibilities as assigned.
Knowledge of
Company's working structure, policies, mission, and strategies.
General office practices, procedures, and methods.
Investment concepts, practices and procedures used in the securities industry.
Financial markets, products and industry regulations.
Skill in
Client Relationship Management (CRM) software, or similar contact management software.
Excel, including developing spreadsheets as needed and for ongoing reporting.
Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail)
Ability to
Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
Analyze and research account information.
Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
Identify time sensitive items and assess competing priorities.
Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns.
Handle stressful situations and provide a high level of customer service in a calm and professional manner.
Analyze problems and establish solutions in a fast paced environment.
Use mathematics sufficient to process account and transaction information.
Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually.
Work both independently and as part of a cohesive team.
Provide a high level of customer service.
Education/Previous Experience
High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred, or an equivalent combination of experience, education, and/or training as approved by Human Resources.
Education
High School (HS) (Required)
Work Experience
General Experience - 0 to 3 months
Certifications
Salary Range
$45,000.00-$75,000.00
Travel
Less than 25%
Workstyle
Resident
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
#LI-AC1
$45k-75k yearly Auto-Apply 31d ago
Work From Home Product Tester - $25-$45/hr - No Experience Needed
OCPA 3.7
Rome, GA job
Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies. We guarantee 15-25 hours per week with an hourly pay of between $25/hr. and $45/hr., depending on the In-Home Usage Test project. No experience required.
There is no payment required in order to apply or to work as an In-Home Usage Tester. You don't have to buy products or pay for shipping, everything is paid by our company. In-Home Usage Testers are considered independent contractors, we pay weekly every Wednesday by direct deposit or by cheque.
Online Consumer Panels America is a consulting firm that specializes in product testing and product development work. We design and conduct In-Home Usage Testing (IHUT) locally and nationally to provide actual user feedback in real-time to companies and market research firms to evaluate products to ensure proper product certification and greater market access.
It is important to note that during your application process, reputable market research companies will determine your demographics and consumer profile to establish what products would be suitable for you to test. Market research companies that partner with us will use questionnaires to identify and target certain types of consumers, to ensure that the right participants are engaged and to achieve the representative sample needed.
Participation in these product testing and consumer panels is always free, secure and private. In-Home Usage Testing is a quick, easy and fun way to make extra cash by telling big brands what you think about their upcoming products and services in the American market.
Main Duties:
Properly document In-Home Usage Tests as instructed in the In-Home Usage Test Daily Schedule (screenshots, audio recordings, videos, product journal entries, etc.)
Take care of the product being tested and use it responsibly
Read and strictly follow the In-Home Usage Test Daily Schedule provided with each product testing project (may include tasks such as unpacking, reading instructions, journal entries, online or mobile feedback, usage of product for a certain amount of time, writing reviews, taking pictures, etc.)
Some In-Home Usage Tests projects may require participants to use MFour's Mobile In-Home Use Test Technology (cutting-edge smartphone technology to capture Point-of-Emotion insights to gain unparalleled depth of responses)
There are times when the product being tested may be discussed in a private chat room that is opened by a market research firm
Write reviews as requested in the In-Home Usage Test Daily Schedule for each project
Requirements:
Ability to follow specific instructions
Excellent attention to detail and curious spirit
Be able to work 15-25 hours per week and commit to a certain routine
Have access to a computer and a reliable internet connection
Have access to a digital camera or cell phone that takes pictures -Be honest and reliable -Good communication skills are an asset -18 years or older
A paid Product Tester position is perfect for those looking for an entry-level opportunity, flexible or seasonal work, temporary work or part-time work. The hours are completely flexible and no previous experience is necessary.
Benefits:
Very competitive pay rate
Weekly pay
Work around your own schedule
Learn about an exciting industry
Telecommute (you can work from home, work or school)
Most of the time you can keep the product you tested
$25 hourly 60d+ ago
Litigation Attorney
Willis Law 3.5
Kalamazoo, MI job
*TITLE: *Litigation Attorney *REPORTS TO:* Managing Partner *SUPERVISED BY:* Managing Partner *SUMMARY:* Willis Law is looking for an experienced litigator to practice in its litigation division. This full-time position requires a Juris Doctorate degree and a license to practice in the State of Michigan, along with a preferred 5+ years of experience in litigation. The role demands familiarity with various legal documents, strong analytical and problem-solving skills, courtroom presence, and the ability to build rapport with clients. Excellent written and verbal communication skills are essential for effective client representation and collaboration with colleagues.
The firm frequently handles litigation involving business disputes, real property disputes, personal injury, and estate litigation.
*DUTIES:*
1. Represent clients in court proceedings
2. Prepare and draft legal documents on behalf of clients
3. Advise clients on business and legal transactions
4. Negotiate settlements for legal disputes
5. Comply with all legal standards and regulations
*SALARY:* Salary is commensurate with abilities and length of practice experience.
*BENEFITS:* Full top-tier benefits package provided.
*FIRM INFORMATION:* Willis Law is a rapidly growing law firm headquartered in Kalamazoo, Michigan. Started in 2004 by brothers Michael and Shaun Willis, the firm has over thirty staff members and focuses on business and estate law. Willis Law is building a legacy of Faith, Family, Freedom, and Firm by changing the way law is practiced. All members of Willis Law are expected to adhere to the firm's Core Values: Results, I am 3rd, Shoulder, and Excellence.
Job Type: Full-time
Pay: $120,000.00 - $165,000.00 per year
Benefits:
* 401(k)
* 401(k) matching
* Dental insurance
* Employee discount
* Health insurance
* Life insurance
* Paid time off
* Parental leave
* Vision insurance
Education:
* Doctorate (Required)
Experience:
* Litigation: 5 years (Required)
Ability to Commute:
* Kalamazoo, MI 49007 (Required)
Ability to Relocate:
* Kalamazoo, MI 49007: Relocate before starting work (Required)
Work Location: In person