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Marketing Administrator jobs at Simon Property Group

- 1020 jobs
  • Executive Administrator

    Empower Wealth & Tax PLLC 4.3company rating

    Cedar Park, TX jobs

    Responsibilities · Under immediate supervision, the Executive Administrator assists one or more Financial Advisor with the opening and maintenance of client accounts and records and performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for Financial Advisor communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the Financial Advisor · Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client · Work with the Financial Advisor and the client in obtaining the required documents based on the type of account(s) established · Organize and assist in the maintenance of complete client accounts and trade-related records for the Financial Advisor and certain required files for the branch office · Perform operational or administrative functions for client-related requests (i.e., check requests, wiring funds, address change, dividend information, etc.) · Provide reports and other information to the Financial Advisor, as requested · Identify situations that need to be brought to the attention of the Financial Advisor or escalated to the Manager, including suspicious client and/or employee activity or behavior · Perform various administrative duties (i.e., typing, filing, answering phones, mailing documents/letters, etc.) and other duties and projects as assigned by the Financial Advisor and/or Manager Qualifications Administrative Knowledge - Knowledge of administrative and clerical procedures and systems such as word processing, spreadsheet applications, managing files and records, and other office procedures and terminology Industry Knowledge - General understanding of the investment brokerage industry and securities regulations with basic knowledge of investment products Time Management - Able to organize, prioritize, and manage multiple tasks, responsibilities, and deadlines; is able to follow through and accomplish goals, manage expectations appropriately, and use the firm's resources efficiently Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to practical problem solving Customer and Interpersonal Skills - Knowledge of principles and processes for providing exemplary customer and personal services This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction · High School Diploma / College Experience (preferred) · 2 years of clerical/related industry · Proficient in Microsoft Excel, Word, PowerPoint, Outlook
    $37k-49k yearly est. 5d ago
  • Trust Administrator

    Commonwealth Trust Company 3.9company rating

    Wilmington, DE jobs

    QUALIFICATIONS Minimum BA or BS from an accredited 4-year college/university, Finance major and/or Trust Management minor preferred Minimum of one to three years of Trust Administration experience required Cannon or ABA Trust school a plus CTFA certification preferred Excellent verbal and written communication along with strong organizational skills A passion for working with clients providing exemplary customer service Experience with Microsoft Office Suite ESSENTIAL DUTIES AND RESPONSIBILITIES Request, receive, evaluate, and organize required documentation in connection with trusts for which the Company is being considered to serve as Trustee. Initial entry of information for trusts into CRM and accounting systems, and related file setup for Trusts. Handle opening bank and brokerage accounts for trusts. Handle directions for investment transactions to be carried out for trusts. Handle requests or directions for distributions from trusts. Handle payments of trust expenses, including insurance premiums, etc. and ensure all are made in a timely manner. Draft and send Crummey notices and other beneficiary notices when the Company is required to send them for Trusts. Request, receive, evaluate, and organize information and documentation in connection with the administration of Trusts. Record transactions and other information in the Company's accounting software for Trusts and respond promptly to suspense items and other internal inquiries with regard to assigned trusts. Perform annual reviews of certain aspects of Trusts. Assist in the preparation of bills for the company's services as Trustee by reviewing billing entries in the Company's billing records and providing a description of the services for invoices. Assist with the collection of amounts owed for the Company's services as Trustee. Perform Patriot Act compliance for all new and transfer trusts and the relevant parties as well as resolve any and all exceptions found during such compliance process. Engagement in business development activities, such as meeting with prospective grantors. Assist in the training of one or more Trust Administrator Assistants, as requested. Provide a high level of client-oriented service to our clients while complying with laws and regulations to which the Company is subject. Open proposed account files. Prepare document comparisons (if applicable) for review by Trust Counsel, obtain all documentation needed for account opening, conduct background checks as needed. Establish and maintain excellent communications with client, their attorney and other advisors. Finalize documents for execution, seeing that everything needed for review by Trust Counsel has been provided. Respond promptly and professionally to client and external inquiries. Maintain current knowledge of developments affecting client accounts, including legal, tax and investment issues. Adhere to all operating policies and procedures and when working with support personnel, ensure that they have done so as well. Physical Requirements: Prolonged periods sitting at a desk and working on a computer. Must be able to lift up to 15 pounds at times. Occasional travel may be required.
    $72k-107k yearly est. 1d ago
  • Peoplesoft Administrator

    Tata Consultancy Services 4.3company rating

    Seattle, WA jobs

    Understanding the Peoplesoft Finance Execute security related processes to update/maintain the PeopleSoft security structure. Create and maintain PeopleSoft dynamic security groups, user setup, and roles and dynamic queries. Responsible for synchronizing security roles and permissions to portal menu navigation, updating user profiles based on transactions processed, and processing approved system security access requests and changes. Maintain Query Access Manager and test potential security system changes before moving new methods to production. Evaluate PeopleSoft upgrades for impact on configuration and mitigates unintended consequences and maintains functional documentation for the PeopleSoft security configuration and processes. Respond to inquiries from internal and external auditors. Maintain and troubleshoot module related interfaces and maintain and update module foundation tables. Manage workflow and troubleshoot errors. Experience configuring and implementing Process Groups, Web Libraries, Web Services ; Experience with PeopleSoft reporting tools including Crystal, nVision, Query, and BI Publisher. Experience single signon configuration and LDAP/Active Directory integration; Experience working with Database and Network Administrators to ensure that security requirements are accurately enforced throughout the underlying infrastructure; Working knowledge of and experience with all aspects of the security audit process; Experience in Compare reports for upgrade and retro fit Custom Security roles and permission lists Base Salary Range: $120,000 - $170,000 per annum TCS Employee Benefits Summary: Discretionary Annual Incentive. Comprehensive Medical Coverage: Medical & Health, Dental & Vision, Disability Planning & Insurance, Pet Insurance Plans. Family Support: Maternal & Parental Leaves. Insurance Options: Auto & Home Insurance, Identity Theft Protection. Convenience & Professional Growth: Commuter Benefits & Certification & Training Reimbursement. Time Off: Vacation, Time Off, Sick Leave & Holidays. Legal & Financial Assistance: Legal Assistance, 401K Plan, Performance Bonus, College Fund, Student Loan Refinancing.
    $120k-170k yearly 2d ago
  • JIRA Cloud Admin

    Tata Consultancy Services 4.3company rating

    Phoenix, AZ jobs

    Job Title : JIRA Cloud Admin Experience Required - 5+ Years Must Have Technical/Functional Skills Selenium, Test NG, Automation, SQL, Python Roles & Responsibilities Administer and configure Jira Cloud (Software and Service Management) and Confluence Cloud environments for multiple lines of business. Partner with Product Owners, Scrum Masters, Release Train Engineers and Software Engineers to implement Jira structures aligned with Amex's Scaled Agile Framework (SAFe) and enterprise Agile standards. Design and maintain custom workflows, screens, schemes, fields, filters, and dashboards that enable effective portfolio and team-level tracking. Manage user access, roles, and permissions through Atlassian Access and SSO integrations with Amex identity platforms. Implement and maintain automation rules and integrations (e.g., with Slack, GitHub, and ServiceNow). Support governance and compliance by ensuring configurations align with Amex security and audit standards. Provide technical support and Tier 2/3 troubleshooting for Jira Cloud and Confluence Cloud users. Develop documentation, training materials, and best practices to promote consistent usage across business units. Participate in Atlassian Cloud upgrades, testing, and change management processes in coordination with Enterprise Technology teams. Salary Range - $90,000 to $110,000 per year TCS Employee Benefits Summary Discretionary Annual Incentive. Comprehensive Medical Coverage: Medical & Health, Dental & Vision, Disability Planning & Insurance, Pet Insurance Plans. Family Support: Maternal & Parental Leaves. Insurance Options: Auto & Home Insurance, Identity Theft Protection. Convenience & Professional Growth: Commuter Benefits & Certification & Training Reimbursement. Time Off: Vacation, Time Off, Sick Leave & Holidays. Legal & Financial Assistance: Legal Assistance, 401K Plan, Performance Bonus, College Fund, Student Loan Refinancing.
    $90k-110k yearly 3d ago
  • JIRA Cloud Admin

    Tata Consultancy Services 4.3company rating

    Phoenix, AZ jobs

    Role: JIRA Cloud Admin Must Have Technical/Functional Skills Selenium, Test NG, Automation, SQL, Python Roles & Responsibilities • Administer and configure Jira Cloud (Software and Service Management) and • Confluence Cloud environments for multiple lines of business. • Partner with Product Owners, Scrum Masters, Release Train Engineers and Software • Engineers to implement Jira structures aligned with Amex's Scaled Agile Framework (SAFe) and enterprise Agile standards. • Design and maintain custom workflows, screens, schemes, fields, filters, and dashboards that enable effective portfolio and team-level tracking. • Manage user access, roles, and permissions through Atlassian Access and SSO integrations with Amex identity platforms. • Implement and maintain automation rules and integrations (e.g., with Slack, GitHub, and ServiceNow). • Support governance and compliance by ensuring configurations align with Amex security and audit standards. • Provide technical support and Tier 2/3 troubleshooting for Jira Cloud and Confluence Cloud users. • Develop documentation, training materials, and best practices to promote consistent usage across business units. • Participate in Atlassian Cloud upgrades, testing, and change management processes in coordination with Enterprise Technology teams. Interested candidates please share me your updated resume to ******************* Salary Range - $90,000 to $110,000 per year TCS Employee Benefits Summary: Discretionary Annual Incentive. Comprehensive Medical Coverage: Medical & Health, Dental & Vision, Disability Planning & Insurance, Pet Insurance Plans. Family Support: Maternal & Parental Leaves. Insurance Options: Auto & Home Insurance, Identity Theft Protection. Convenience & Professional Growth: Commuter Benefits & Certification & Training Reimbursement. Time Off: Vacation, Time Off, Sick Leave & Holidays. Legal & Financial Assistance: Legal Assistance, 401K Plan, Performance Bonus, College Fund, Student Loan Refinancing.
    $90k-110k yearly 2d ago
  • Marketing Specialist

    Douglas Emmett 4.0company rating

    Santa Monica, CA jobs

    As the Marketing Specialist, you will be responsible for developing and implementing integrated marketing and communication tasks. Your core objective is to drive leads and ensure consistent, professional communications for all of our commercial office and multifamily properties throughout Southern California and Honolulu. This is an on-site position working from our beautiful, oceanfront corporate office in Santa Monica. Remote candidates will not be considered. Responsibilities: Work closely with Marketing leadership, to create property-specific marketing materials, including weekly emails, promotional flyers, and digital content for both commercial and residential portfolios. Create, schedule, and publish engaging content (text, images, video) across platforms (Meta/Facebook, Instagram, X, LinkedIn, TikTok) to build brand awareness, drive engagement, and meet marketing goals, while analyzing performance, managing community interaction, and staying updated on trends to optimize strategy and reporting Work within the Marketing team to ensure that promotions and property updates are consistently communicated across all relevant platforms, including commercial listing services, ILS, MLS, and property websites. Collaborate with the Marketing leadership to execute brand marketing strategies, campaigns, and implementation of best practices for all Douglas Emmett commercial and multifamily properties. Monitor leads, market trends, and analytics for both commercial and residential sectors to evaluate potential tenant and resident traffic. Track weekly and monthly marketing costs and metrics, providing regular performance reports. Monitor the marketing efforts of competitive commercial and residential properties in all of our submarkets through digital ad platforms, listing services, and market analysis. Manage and respond to online reviews and reputation platforms in conjunction with property management teams across both portfolios. Work with the Marketing creative team to brainstorm ideas for new and innovative marketing campaigns, promotions, and events for both commercial and residential audiences. Ensure that all printed and digital property collateral adheres strictly to Douglas Emmett branding standards. Other miscellaneous duties as assigned. Experience and Skills: 1-5 years prior marketing experience preferred, ideally with exposure to both commercial and/or residential real estate leasing. Excellent communication skills - verbal and written. Ability to communicate effectively with vendors, tenants, employees, and managers to ensure the smooth implementation of the marketing strategy for all projects. Positive attitude and the desire to work in a team environment. Car required. Detail-oriented, effectively working on multiple projects concurrently and gets things done with speed, urgency and accuracy. Must be capable of prioritizing multiple, simultaneous community and corporate projects in a fast-paced, deadline driven environment. Demonstrated ability to use standard software applications (e.g. Windows, Google Office Suite). Knowledge of Wordpress and Creative Cloud Suite helpful. College degree in Marketing, Communications or related field preferred.
    $84k-122k yearly est. 4d ago
  • Regional Sales and Marketing Professional

    Oppenheimer & Co 4.7company rating

    Chicago, IL jobs

    Who We Are: Oppenheimer & Co. Inc. (Oppenheimer) is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description: Oppenheimer Asset Management (OAM), a division of Oppenheimer, is seeking a Regional Sales and Marketing Professional to join their Sales and Marketing team to work directly with Oppenheimer Financial Advisors in the Midwest Region. This role can be based in Chicago, St. Louis or New York City. Responsibilities: * Support Oppenheimer Financial Advisors efforts in marketing and presenting the firms wealth management products and investment capabilities to clients. * Educate and train Oppenheimer Financial Advisors on the suite of products available on the wealth management platform. * Develop strong relationships with OAM Financial Advisors, OAM team members, as well as third party investment management partners through frequent engagement and strategic collaboration. * Develop in-depth understanding of suite of wealth management products, existing and new. * Demonstrates a strong interest in financial markets, including equities, fixed income, and alternative investments with a desire to stay informed and engaged in market activity. * Collaborate with team members to ensure coordination of territory coverage. * Ensure presentation materials are accurate and up to date. * Travel required, including but not limited to, branch locations to meet with Oppenheimer Financial Advisors and/or clients. Qualifications: * 3-5+ years of sales experience in asset management or within an investment manager platform. * FINRA Registrations: Series 7 and 66 licenses required (within 90 days of hire). * Proven track record of meeting or exceeding sales targets in a regional role. * Excellent verbal and written communication as well as interpersonal skills. * Possesses a firm understanding of SMAs, alternative investments and traditional wrap fee products. * Confident and effective in client facing meetings and presentations. * Ability to travel extensively within the assigned territory. * Bachelors degree in Finance, Business, Marketing, or related field. Compensation: For job postings in New York City and Chicago, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the City of New York and Chicago and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $110,000.00 - $150,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus. Oppenheimer & Co. Inc. offers a comprehensive benefits package for eligible employees which may include Health, Dental, Vision, Mental Health & Wellness programs, 401(K), and PTO benefits. Oppenheimer & Co. Inc. offers paid family medical leave and disability benefits to eligible employees where required by applicable law. The compensation range and benefits for this position are based on a full-time schedule for a full calendar year. The salary will vary depending on your job-related skills, experience and location. Pay increment and frequency of pay will be in accordance with employment classification and applicable laws. For part time roles, your compensation and benefits will be adjusted to reflect your hours. Benefits may be pro-rated for those who start working during the calendar year.
    $110k-150k yearly 60d+ ago
  • Marketing Assistant

    Crosscountry Mortgage 4.1company rating

    Columbus, OH jobs

    CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture. A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You'll get unwavering support from all departments and total transparency from the top down. CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program. Position Overview: Join the CrossCountry team of over 6,000 employees by launching a career at our newest office in Columbus as a Marketing Analyst. This role will interact with customers to understand their unique needs and how our products can help them solve financial hardships. CrossCountry Mortgage offers a rewarding training program for those seeking an entry-level business role with room for professional growth. During the 3-month training program, trainees will learn about our industry and how clients interact with our social media pages. As a Marketing Analyst, this position will be a brand representative for CrossCountry and will be responsible for contacting those seeking information to determine their best loan options. This role works closely with Senior Loan Advisors and VPs of Mortgage Banking to gain insight into opportunities for advancement. CrossCountry Mortgage pays for pre-licensing education and provides study material for Marketing Analysts to quickly advance into the Loan Advisor role, where typical income ranges from $50,000 - $100,000 We have created a fun and rewarding working environment that will ultimately lead to opportunities for advancement. Job Responsibilities: Taking inbound calls via corporate phone system. Working hands-on with Columbus and Honolulu, HI lending teams. Gaining knowledge of the mortgage industry and understanding successful conversion techniques. Assisting originators in obtaining leads by coordinating communication and transferring identified customers via corporate phone system. Creating individualized customer service experiences for potential prospects. Classifying and distinguishing each lead contacted. Effectively managing and directing incoming marketing phone calls. Apply training to live interactions with clients. Qualifications and Skills: Bachelor's degree in business administration or related field, preferred. Excellent communication skills. Proficient in Microsoft Outlook and Excel. Adhere to tight deadlines and prioritize. This is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position. CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: ********************************** California residents: Please see CrossCountry's privacy statement for information about how CrossCountry collects and uses personal information about California applicants. CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual's association with a member of a protected group or any other characteristic protected by federal, state, or local law (“Protected Characteristics”). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion. CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit ***************************
    $50k-100k yearly Auto-Apply 60d+ ago
  • Marketing Assistant

    Crosscountry Mortgage 4.1company rating

    Columbus, OH jobs

    CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture. A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You'll get unwavering support from all departments and total transparency from the top down. CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program. Position Overview: Join the CrossCountry team of over 6,000 employees by launching a career at our newest office in Columbus as a Marketing Analyst. This role will interact with customers to understand their unique needs and how our products can help them solve financial hardships. CrossCountry Mortgage offers a rewarding training program for those seeking an entry-level business role with room for professional growth. During the 3-month training program, trainees will learn about our industry and how clients interact with our social media pages. As a Marketing Analyst, this position will be a brand representative for CrossCountry and will be responsible for contacting those seeking information to determine their best loan options. This role works closely with Senior Loan Advisors and VPs of Mortgage Banking to gain insight into opportunities for advancement. CrossCountry Mortgage pays for pre-licensing education and provides study material for Marketing Analysts to quickly advance into the Loan Advisor role, where typical income ranges from $50,000 - $100,000 We have created a fun and rewarding working environment that will ultimately lead to opportunities for advancement. Job Responsibilities: * Taking inbound calls via corporate phone system. * Working hands-on with Columbus and Honolulu, HI lending teams. * Gaining knowledge of the mortgage industry and understanding successful conversion techniques. * Assisting originators in obtaining leads by coordinating communication and transferring identified customers via corporate phone system. * Creating individualized customer service experiences for potential prospects. * Classifying and distinguishing each lead contacted. * Effectively managing and directing incoming marketing phone calls. * Apply training to live interactions with clients. Qualifications and Skills: * Bachelor's degree in business administration or related field, preferred. * Excellent communication skills. * Proficient in Microsoft Outlook and Excel. * Adhere to tight deadlines and prioritize. This is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position. CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: ********************************** California residents: Please see CrossCountry's privacy statement for information about how CrossCountry collects and uses personal information about California applicants. CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual's association with a member of a protected group or any other characteristic protected by federal, state, or local law ("Protected Characteristics"). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion. CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit ***************************
    $50k-100k yearly 60d+ ago
  • Marketing Specialist - Events

    Grassi 4.0company rating

    Jericho, NY jobs

    About Grassi After more than 40 years of business growth and industry change, Grassi has redefined what it means to be an advisor and accountant to today's businesses and individuals. Nationally ranked as one of the largest and fastest-growing accounting firms in the nation, Grassi is a leading provider of advisory, tax, and accounting services across key sectors including construction, architecture and engineering, not-for-profit, healthcare, manufacturing and distribution, financial services, real estate, and more. Several publications have ranked us among the top accounting firms to work for, highlighting our strength in work-life balance, culture, and wellness categories. With over 550 employees and nine offices spanning the New York Metropolitan Area, Long Island, the Northeast, Florida, New England, and an international presence in Italy, we are strategically positioned to serve clients locally and globally. In 2023, Grassi became an employee-owned company by implementing an ESOP, establishing our independence and empowering our people to drive the firm's future success. The ESOP ensures that equity partners and all Grassi U.S. employees have the exclusive opportunity to own the firm's stock, making them integral to the company's future. Job Summary We are currently seeking a Marketing Specialist focused on events to join our team in either our New York City, NY or Jericho, NY office location. This role offers an exciting opportunity to be part of a dynamic and growing firm. The Marketing Events Specialist is responsible for planning, executing and managing the firm's in-person events, webinars, sponsorships and trade shows. This role collaborates closely with firm leadership, vendors, and the marketing team to deliver events that elevate the firm's brand, client engagement and business objectives. The ideal candidate is proactive, detail-oriented, and comfortable managing multiple events simultaneously, while ensuring exceptional event experience and clear event ROI. Responsibilities include, but are not limited to: Planning, coordinating and executing firm-hosted events, including venue research, logistics, vendor management, run-of-show, and onsite coordination Managing all event communications, including invitations, registration pages, reminders, and confirmations using the firm's marketing and CRM tools Managing event budgets, including vendor quotes, expense tracking, and reconciliation Collaborating internally with firm leaders, event participants and the marketing team to develop event objectives, messaging, materials and desired outcomes/results Coordinating event materials such as presentations, promotional items, signage, and handouts, ensuring all elements align with brand standards Planning execute and facilitate engaging webinars for clients and prospects, including working with internal teams to develop content aligned with the firm's brand and positioning, and ensuring smooth technical execution Managing the firm's participation in industry sponsorships and trade shows, ensuring all deliverables, deadlines and branding requirements are met Managing post-event follow-up, including thank-you emails, attendee and participant feedback; track and report on event ROI, analyzing event performance and leveraging insights to inform future event strategy Ensuring all event-related contacts, attendee lists, and follow-up activities are accurately captured in HubSpot to support growth, nurturing workflows, and reporting Maintaining and continuously improving event checklists, timelines, and SOPs to increase consistency and efficiency Regularly evaluating competitor and industry events to identify opportunities and provide recommendations; staying current with industry event trends, best practices, and technologies; recommending new formats to increase reach, engagement and impact Qualifications Bachelor's degree in Marketing, Communications, or related field 2-3+ years of experience in event planning within a professional services or corporate environment (experience in accounting, legal, consulting is strongly preferred) Strong project management skills with the ability to execute multiple events simultaneously and meet deadlines Experience with webinar platforms and virtual event coordination (On24 experience a plus) Excellent communication and collaboration skills Strong attention to detail, with a focus on delivering high-quality events and experiences Ability to work independently and adapt in a fast-paced environment Experience with HubSpot and WordPress Why Grassi? Our firm is consistently ranked by Vault.com and the Best Places to Work group for our commitment to compensation, paid time off, work-life balance, culture and more. Some of the ways we accomplish this include: Flexibility: Our work-life balance initiatives include generous paid time off, flexible “Dress for Your Day” dress code, telecommuting options, flex-time policies, and summer hours, enhanced by our Floating Summer Friday's program, which allows team members three extra Fridays off during the summer months in addition to their PTO. Company Culture: Here at Grassi we are dedicated to creating an environment for our team members that is positive, productive, and aligns with our company's high standards of inclusivity, diversity, and equity. We work closely with our DEI Council and Grassi Women's Council to organize events throughout the year to bring the firm together for open dialogue and awareness of global diversity issues. Through our charitable initiative, Grassi Gives Back , we proudly support organizations such as Ronald McDonald House, Toys for Tots, Autism Speaks, Long Island Cares, and many of our nonprofit clients. Benefits Package: Competitive base compensation with eligibility for a raise and bonus each June or December based on performance metrics and level. Medical, Dental, and Vision Insurance, employer contribution to life insurance, 401(k) plan, ESOP, and client and employee referral bonus program. ESOP Owned: The ESOP ensures that equity partners and all Grassi U.S. employees have the exclusive opportunity to own the firm's stock, making them integral to the company's future. Unlike many other ESOPs, Grassi's is privately funded, with no outside investors or private equity firms involved in the plan. CPA Incentive: Financial assistance toward the achievement of the CPA certification which includes the cost of the CPA study materials, CPA exam registration and sitting fees for all 4 parts (up to 2 x per part), plus the CPA application and licensing fees. Paid study time during work hours, additional paid time off to take your scheduled exam and a bonus paid upon passing the CPA exam. Learning and Development: We offer Continuing Professional Education (CPE) opportunities, including both technical and soft skills training. These opportunities are available through internal courses and external programs led by well-known industry instructors, all at no cost to our employees. Wellness Resources: Discounted gym memberships and various wellness initiatives and programs such as the CALM app that helps our team members lower stress, decrease anxiety, improve focus, and get more restful sleep. Compensation for this role is determined based on a combination of factors, including but not limited to your relevant experience, skills, certifications, and geographic location. We strive to offer competitive, equitable pay, that reflects the value each team member brings to the organization. In addition to base salary, we offer a comprehensive benefits package that includes performance-based incentives, wellness and retirement programs, and opportunities for continuous professional development. Salary ranges are provided to offer transparency and may vary depending on final candidate qualifications and local market conditions. Please find compensation information below for candidates residing in New York. New York ranges are from $65,000 - $80,000
    $65k-80k yearly 16d ago
  • Marketing Assistant

    Anchin 4.3company rating

    New York, NY jobs

    Job Description Title: Marketing Assistant Department: Marketing Supervises: N/A Role Type: Full-time ABOUT THE COMPANY: Anchin is a New York City-based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert services to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting, and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring. Anchin is consistently recognized as one of the "Best of the Best" accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work for Nationwide. ABOUT THE POSITION: As a Marketing Assistant at Anchin you will play a key role in supporting the firm's marketing strategies, campaigns, events, and digital presence. This position is ideal for someone with 1-2 years of marketing experience who is eager to grow in a professional services environment and gain exposure to a broad range of marketing functions within the accounting industry. RESPONSIBILITIES: Assist with marketing-related activities; this may include: - Assisting CMO and/or Industry/Service Marketing Teams with marketing-related administrative activities - Assisting team with marketing/branding initiatives as needed - Tracking and managing invoices and marketing expenses - Reviewing e-newsletter analytics and contact engagement reports - Drafting social media copy - Maintaining promotional giveaway inventory - Assisting with other marketing-related projects as needed Perform Business Development research for various industries and Advisory groups. Assist with events, networking receptions, and industry group conferences. Provide proposal and collateral development support: - Assist with the preparation and formatting of proposals, presentations, bios, and other marketing collateral to support business development efforts. - Assist CMO with drafting and/or distributing internal announcements or communications. QUALIFICATIONS: Education: Bachelor's degree in Marketing, Communications, Business, or a related field. Experience: 1-2 years of marketing experience. Understanding of basic marketing principles and professional services experience - accounting, law, consulting, or financial services - preferred but not required. Familiarity with Microsoft Dynamics, HubSpot, or other CRM and marketing automation software preferred. Experience with research tools such as Dun and Bradstreet and Hoovers is a plus. Experience with social media platforms (LinkedIn, Twitter) and management/distribution tools (e.g., Clearview Social) is a plus. Proficiency with Microsoft Office (PowerPoint, Outlook, Word, Excel); familiarity with Adobe Acrobat or design tools (e.g., Canva, Adobe Express) is a plus. Familiarity with project management tools is a plus. Highly organized, detail-oriented, and able to manage multiple tasks under deadlines. Excellent written and verbal communication skills. Strong organizational and time management skills with the ability to manage multiple priorities and meet deadlines. Ability to work independently, and in a fast-paced, often changing environment. Compensation: Competitive annual salary in the range of $42,000-$60,000 based on individual's experience level. Anchin provides comprehensive benefits, which you can view here. Attributes: Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice. Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively. Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally. Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks. Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency. Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity. Action Oriented: Proactively seeks out new and challenging work. Trustworthiness: Keeps confidences and develops a reputation for being honest and ethical. Anchin is an equal opportunity employer who agrees not to discriminate against any employee or job applicant irrespective of race, color, creed, alienage, religion, sex, national origin, age, disability, gender (including gender identity), marital status, sexual orientation, citizenship, or any other characteristic protected by law. Anchin is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Anchin Recruitment Team at ******************
    $42k-60k yearly 8d ago
  • Marketing Assistant

    Anchin 4.3company rating

    New York, NY jobs

    Title: Marketing Assistant Department: Marketing Supervises: N/A Role Type: Full-time ABOUT THE COMPANY: Anchin is a New York City-based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert services to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting, and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring. Anchin is consistently recognized as one of the “Best of the Best” accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work for Nationwide. ABOUT THE POSITION: As a Marketing Assistant at Anchin you will play a key role in supporting the firm's marketing strategies, campaigns, events, and digital presence. This position is ideal for someone with 1-2 years of marketing experience who is eager to grow in a professional services environment and gain exposure to a broad range of marketing functions within the accounting industry. RESPONSIBILITIES: Assist with marketing-related activities; this may include: - Assisting CMO and/or Industry/Service Marketing Teams with marketing-related administrative activities - Assisting team with marketing/branding initiatives as needed - Tracking and managing invoices and marketing expenses - Reviewing e-newsletter analytics and contact engagement reports - Drafting social media copy - Maintaining promotional giveaway inventory - Assisting with other marketing-related projects as needed Perform Business Development research for various industries and Advisory groups. Assist with events, networking receptions, and industry group conferences. Provide proposal and collateral development support: - Assist with the preparation and formatting of proposals, presentations, bios, and other marketing collateral to support business development efforts. - Assist CMO with drafting and/or distributing internal announcements or communications. QUALIFICATIONS: Education: Bachelor's degree in Marketing, Communications, Business, or a related field. Experience: 1-2 years of marketing experience. Understanding of basic marketing principles and professional services experience - accounting, law, consulting, or financial services - preferred but not required. Familiarity with Microsoft Dynamics, HubSpot, or other CRM and marketing automation software preferred. Experience with research tools such as Dun and Bradstreet and Hoovers is a plus. Experience with social media platforms (LinkedIn, Twitter) and management/distribution tools (e.g., Clearview Social) is a plus. Proficiency with Microsoft Office (PowerPoint, Outlook, Word, Excel); familiarity with Adobe Acrobat or design tools (e.g., Canva, Adobe Express) is a plus. Familiarity with project management tools is a plus. Highly organized, detail-oriented, and able to manage multiple tasks under deadlines. Excellent written and verbal communication skills. Strong organizational and time management skills with the ability to manage multiple priorities and meet deadlines. Ability to work independently, and in a fast-paced, often changing environment. Compensation: Competitive annual salary in the range of $42,000-$60,000 based on individual's experience level. Anchin provides comprehensive benefits, which you can view here. Attributes: Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice. Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively. Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally. Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks. Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency. Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity. Action Oriented: Proactively seeks out new and challenging work. Trustworthiness: Keeps confidences and develops a reputation for being honest and ethical. Anchin is an equal opportunity employer who agrees not to discriminate against any employee or job applicant irrespective of race, color, creed, alienage, religion, sex, national origin, age, disability, gender (including gender identity), marital status, sexual orientation, citizenship, or any other characteristic protected by law. Anchin is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Anchin Recruitment Team at ******************
    $42k-60k yearly Auto-Apply 60d+ ago
  • Marketing & Communications Assistant (Hybrid - Baltimore, MD)

    CMG Financial 4.8company rating

    Baltimore, MD jobs

    CMG Financial has an opening for a Marketing & Communications Assistant who will manage the development and execution of projects and events through the communications workflow. Working closely with the Communications team and Senior Management, the Assistant will execute communications, assist with administrative tasks, create resources, and be a vital part of the success of all internal communications projects. " Must be located in the Baltimore, MD area to work on-site 3 days a week, 2 days remote" Essential Duties and Responsibilities: Write, design, and edit communication materials for all aspects required by the Communications Team, including but not limited to large scale instances in an online capacity. Oversee company intranet platform, including maintaining current content, creating necessary items, and meeting with stakeholders on frequent updates. Assist with and speak directly to various segments of our organization through video. Coordinate internal marketing campaigns to increase awareness of the organization's work and profile, cultural ideals, corporate vision, and build engagement among employees. Track and analyze results of campaigns to optimize future performance and increased engagement. Provide support to Marketing & Communications Coordinator and Marketing & Communications Manager on various projects. Develop and create presentations and supporting materials that express technical, accurate facts and ideas in a clear, logical and organized manner. Assist with graphic design of internal marketing promotional and engagement materials. Assist with administrative tasks assigned to the team. Assist with online special events and activities. Assist with the preparation of a variety of materials for review, approval and presentation by senior management. Execute and manage communication schedules for multiple, varied projects with complex timelines and production schedules. Embrace and stay up-to-date on the newest trends and tools within digital and visual marketing. Other duties as assigned. Qualifications and Experience: Bachelor's degree in Advertising, Marketing, Communications or related field 1-3 years of experience in either corporate or agency marketing with a focus on account management. Exceptional project management and time management skills, which includes the ability to prioritize project deadlines. Comfortable with speaking and delivering messaging to organizational departments through video. Maintains a consistently high level of production and performance quality. Ability to communicate project revisions to creatives to get them to perform at a high level. Able to embrace change and make improvements to working practices. Excellent written and verbal communication skills. Excellent knowledge of Microsoft Office (Word, Excel, PowerPoint and Outlook). Beginner video editing experience preferred. Canva proficiency is a plus! SUPERVISORY RESPONSIBILITIES: Direct Reports: N/A PHYSICAL and ENVIRONMENTAL CONDITIONS This role operates in an ADA compliant office environment, utilizing typical office equipment and tasks including computer work. The position may involve partial stationary positions and moving throughout the day. Flexibility to work overtime to meet project deadlines is required. CMG pays a competitive base which ranges from $50,000 - $55,000. Factors that affect base salary may include: Marketing experience, education, computer skills and location. CMG Financial is an equal opportunity employer and does not unlawfully discriminate in employment decisions. CMG will consider all qualified applicants without regard to race, religion, national origin, sex, age, veteran status, disability, familial status, marital status, actual or perceived sexual orientation, or actual or perceived gender identity. Applicants requiring reasonable accommodation to the application and/or interview process should notify a representative of CMG Financial or reach out to [email protected]. CMG MORTGAGE, INC. NMLS #1820 If you are a recruiter or placement agency, please do not submit resumes to any person or email address at CMG Financial prior to having a signed agreement . CMG Financial is not liable for and will not pay placement fees for candidates submitted by any agency other than its approved recruitment partners. Furthermore, any resumes sent to us without an agreement in place will be considered your company's gift to CMG Financial and may be forwarded to our recruiters for their attention.
    $50k-55k yearly Auto-Apply 16d ago
  • Marketing Assistant - Temp

    First State Bank and Trust 4.1company rating

    Bayport, MN jobs

    Temporary Description JOB PROFILE AND DESCRIPTION As a Marketing Assistant - Temp, the right individual will work closely with the VP - Director of Marketing and Sr. Marketing Specialist to assist with additional responsibilities including, but not limited to: · Social media management to grow FSBT's and Valley Agencies' following. · Event set up and coordination · Assist with marketing materials design · Attend events to promote FSBT · Protect FSBT's and VA's brand · Administer day to day marketing processes · Conducting some client and marketing research SALARY/COMPENSATION · $19 an hour SCHEDULE · This is a part-time position (16 hours per week) with flexible scheduling Monday - Friday between the hours of 8:00 a.m. - 4:30 p.m. This position will run from early January - mid to late February. LOCATION First State Bank and Trust, 950 Highway 95 N., Bayport, MN 55003 Requirements QUALIFICATIONS · Demonstrated multi-tasking and prioritization skills. · Must be self-motivated and be able to work independently. · Excellent verbal and written communication skills · Time management and critical thinking skills. · A desire to learn and take the initiative with problem-solving. · Works cross-functionally with co-workers and can work in a team environment. · Strong people skills (compassion, integrity). PHYSICAL REQUIREMENTS/WORKING ENVIRONMENT: An individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. Physical Requirements - Must be met with or without a reasonable accommodation: Work is performed either standing or sitting and includes frequent position changes. Ability to operate a personal computer/laptop. Periodically, may also do light lifting of supplies, and other materials which weigh up to 50 pounds. Hand dexterity with wrist and finger manipulation as well as reaching with arms and hands. Salary Description $19/ hour
    $19 hourly 5d ago
  • Marketing Assistant

    Rosenblatt Law Firm 4.2company rating

    San Antonio, TX jobs

    Job DescriptionSalary: Who We Are At Rosenblatt Law Firm (RLF), we do not just practice law, we embody our values of Excellence, Integrity, and Dedication in everything we do. Our team of highly skilled professionals work collaboratively to deliver exceptional legal services to ensure our clients receive the highest standards of representation. We build our culture on respect, trust, and a relentless pursuit to achieve the very best results. We seek individuals who bring passion, creativity, and a strong commitment to ethical practices. One who thrives in an environment where hard work is recognized, and growth is supported. Join our team and make a positive impact on clients and the legal community. Position Open RLF is currently seeking a dynamic and enthusiastic Sales Marketing Representative to join our team. The ideal candidate will be responsible for fostering and expanding our business connections and referral networks within the local community. This role requires an outgoing individual with the drive and passion to help promote RLFs legal services effectively. If you are ready to contribute to our dynamic team, apply today! Benefits include: Paid Time Off Medical Dental, Vision, Life, and other supplemental insurances 401K with Employer Matching Company events and community give back Job Responsibilities: Business Development Visit various local businesses to establish and nurture business connections and referrals. Build and maintain relationships with new and existing clients. Marketing Strategy Track referral accounts and ensure referral gifts are sent in timely manner. Develop creative and engaging marketing baskets tailored to the business, client, or referral to effectively communicate our value to their customer or their business. Utilize Canva and Adobe Photoshop to design marketing materials. Prospecting Conduct outbound calls to various businesses and individuals to introduce our services, set appointments, and explore new collaborative opportunities. Event Management and Relationship Coordination Act as the primary contact for business partnerships, ensuring continuous communication and exceptional service delivery to ensure long-term client satisfaction. Manage setup and dismantling of event tables, ensuring seamless transition for various presentations/sponsorships. Oversee the creation and management of PowerPoint presentations which match RLF brand guidelines and ensure effective slide communication. Develop and sustain relationships with sponsorships, chambers of commerce, and referrals. Administrative Duties General administrative tasks include maintaining client databases, marketing budget, calendars, and correspondence via Microsoft Office. Competencies: Superior customer service Highly motivated, with a positive demeanor and ability to work independently Excellent interpersonal skills Strong verbal and written communication skills Professional Demeanor Trustworthy, organized, and efficient Attention to detail Education and Experience: High School Diploma 1 year of professional sales experience or legal marketing preferred but not required Experience with Indesign, Adobe photoshop, and Canva required Experience with Excel and PowerPoint preferred Bilingual preferred
    $37k-54k yearly est. 31d ago
  • Inside Sales

    Mid-City Lumber 4.2company rating

    Boonville, MO jobs

    We are currently looking for an Inside Sales Rep for our Columbia Location. This position will work to satisfy the needs of the customer by means of information, products, problem solving and services available through Mid-City Lumber. Some of the key essential functions are: Receives and writes orders from customers over the phone providing pricing, product and delivery information Services customers at the walk in counter who may need information or product Fields phone and in-person inquiries providing pricing/quotes from established price books/lists and product information Coordinates orders with yard personnel Assists customers with problems Communicates order information and status to appropriate Account Managers for their customers Participates in physical inventories Maintain on-going product knowledge Perform other work related duties as assigned by your supervisor and be flexible and adaptable to changes that will occur during the course of employment Knowledge of Windows and Doors a plus At Mid-City, we believe in developing our employees. We also believe a team that works hard should also make room to have fun. We create and preserve a safe work environment, know and obey the rules of our business and strive for continuous improvement. We offer competitive pay, comprehensive benefits and vacation time. To be considered, please apply now. As a condition to your employment with Mid-City Lumber, you acknowledge that Mid-City requires that a drug test be preformed within 72 hours of your acceptance of the offer of employment set forth in this letter. You further acknowledge that if you (a) refuse to submit to any requested drug test for any reason, (b) test positive for the presence of illegal drugs, or (c) fail to take the test within 72 hours, the offer made to you in this letter may be rescinded by Mid-City without liability. Also a condition of employment by Mid-City, you hereby authorize Mid-City to conduct a background check prior to the Commencement Date. You acknowledge and agree that the offer of employment set forth in this letter is contingent uponthe completion of a background investigation to the satisfication of Mid-City.
    $29k-34k yearly est. 60d+ ago
  • Marketing Assistant

    Anchin 4.3company rating

    Day, NY jobs

    Title: Marketing Assistant Department: Marketing Supervises: N/A Role Type: Full-time ABOUT THE COMPANY: Anchin is a New York City-based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert services to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting, and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring. Anchin is consistently recognized as one of the “Best of the Best” accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work for Nationwide. ABOUT THE POSITION: As a Marketing Assistant at Anchin you will play a key role in supporting the firm's marketing strategies, campaigns, events, and digital presence. This position is ideal for someone with 1-2 years of marketing experience who is eager to grow in a professional services environment and gain exposure to a broad range of marketing functions within the accounting industry. RESPONSIBILITIES: Assist with marketing-related activities; this may include: - Assisting CMO and/or Industry/Service Marketing Teams with marketing-related administrative activities - Assisting team with marketing/branding initiatives as needed - Tracking and managing invoices and marketing expenses - Reviewing e-newsletter analytics and contact engagement reports - Drafting social media copy - Maintaining promotional giveaway inventory - Assisting with other marketing-related projects as needed Perform Business Development research for various industries and Advisory groups. Assist with events, networking receptions, and industry group conferences. Provide proposal and collateral development support: - Assist with the preparation and formatting of proposals, presentations, bios, and other marketing collateral to support business development efforts. - Assist CMO with drafting and/or distributing internal announcements or communications. QUALIFICATIONS: Education: Bachelor's degree in Marketing, Communications, Business, or a related field. Experience: 1-2 years of marketing experience. Understanding of basic marketing principles and professional services experience - accounting, law, consulting, or financial services - preferred but not required. Familiarity with Microsoft Dynamics, HubSpot, or other CRM and marketing automation software preferred. Experience with research tools such as Dun and Bradstreet and Hoovers is a plus. Experience with social media platforms (LinkedIn, Twitter) and management/distribution tools (e.g., Clearview Social) is a plus. Proficiency with Microsoft Office (PowerPoint, Outlook, Word, Excel); familiarity with Adobe Acrobat or design tools (e.g., Canva, Adobe Express) is a plus. Familiarity with project management tools is a plus. Highly organized, detail-oriented, and able to manage multiple tasks under deadlines. Excellent written and verbal communication skills. Strong organizational and time management skills with the ability to manage multiple priorities and meet deadlines. Ability to work independently, and in a fast-paced, often changing environment. Compensation: Competitive annual salary in the range of $42,000-$60,000 based on individual's experience level. Anchin provides comprehensive benefits, which you can view here. Attributes: Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice. Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively. Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally. Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks. Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency. Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity. Action Oriented: Proactively seeks out new and challenging work. Trustworthiness: Keeps confidences and develops a reputation for being honest and ethical. Anchin is an equal opportunity employer who agrees not to discriminate against any employee or job applicant irrespective of race, color, creed, alienage, religion, sex, national origin, age, disability, gender (including gender identity), marital status, sexual orientation, citizenship, or any other characteristic protected by law. Anchin is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Anchin Recruitment Team at ******************
    $42k-60k yearly Auto-Apply 11d ago
  • Teller & Marketing Assistant

    Security Federal Savings Bank 3.7company rating

    Zionsville, IN jobs

    Full-time Description Utilizing the "Customer Xperience" behavioral standards, provides excellent customer service, builds relationships with new and existing customers while making sure policies and procedures are followed. Specific Job Functions: Strategic Objectives Reviews, executes, and practices objectives within SFSB's Strategic Plan Realize and support strategies goals Branch Growth Assist in meeting profitability standards Building Customer Relationships Participates in activities for generating new business such as sales calls and special events Participates in community organizations, activities, and civic organizations Responsible for knowing and cross-selling bank products to help the customer obtain their financial goals Work to improve overall customer Xperience with team Utilizes SFSB's customer service relationship management software (CRM) Attends to the needs of customers and prospective customers on banking matters of the following types: Greet customers by name, use name in conversation Respond to customer inquiries within 24 hours, within one hour if it is an emergency Communication Reports at internal Branch meeting monthly Participates in weekly Branch huddles Communicates with team regularly Compliance Responsible for knowing and complying with all Bank policies and procedures that apply to the position Responsible for knowing and complying with all Federal Regulations that apply to the position, including, but not limited to: Bank Secrecy Act (BSA), Customer Identification Program (CIP), Funds Availability (Reg CC) and Currency Transaction Reporting (CTR) Teller Duties Responsible for maintaining teller cash drawer following bank's procedures, including balances cash drawer and checks at the end of the shift and compares totaled amounts with system and reports any discrepancies to the supervisor. Receives checks and cash for deposits to accounts, verifies amounts, complies with check handling procedures and enters deposits into computer records Processes withdrawals from accounts; pays out money after verification of signatures and customer balances. Receives loan and other payments and ensures the payments match balances due. Enters payments into the computer system and generates customer receipts. Issues cashier checks; conducts cash advances; redeems U.S. Savings Bonds; and issues VISA gift cards and coin sets. Performs night drop transactions according to proper procedures Responsible for reviewing and complying with alerts on customer accounts (i.e. scanning customer's driver's license) Ensures that the teller station is properly stocked with supplies Reports malfunctions of teller terminals, drive-thru equipment, ATM, and other equipment used at the teller station to BAM Responsible for ordering checks thru Quick Check Orders and issues Debit/ATM Cards; ensures accuracy when providing and researching transaction information for customer via JHA ATM Menu. Performs CIF Maintenance including placing system notes, removing notes Performs Address Change adhering to procedures and maintenance involved Accepts and complete wire transfers forms for customers ,Accepts and completes automatic funds transfers for customers Additional Responsibilities Participates on SFSB's assigned committees Coordinates PTO days with Branch staff to ensure Branch is accurately staffed at all times Answer phone as needed Performs other duties as directed by supervisor Requirements High school diploma or equivalent Successful completion of in-house training programs Minimum two years' experience in banking preferred but not required Basic math and problem-solving skills Good understanding of financial products and services Exceptional customer service and professional skills Good organizational telephone skills, and communication skills Ability to multi-task Basic computer and keyboard skills including but limited to using Microsoft Word, Excel, and PowerPoint Team Player
    $32k-37k yearly est. 45d ago
  • Inside Sales

    Shore Marketing Group 3.5company rating

    New York, NY jobs

    Inside Sales Representative (Debt Restructuring - Small Businesses) Company Overview: We are a reputable debt restructuring company specializing in providing financial solutions and relief to small businesses facing challenging economic circumstances. Our mission is to empower small businesses by offering customized debt restructuring services that enable them to regain financial stability and sustain long-term growth. We are seeking a motivated and results-driven Inside Sales Representative to join our dynamic team and play a pivotal role in reaching out to potential clients through cold calling. Job Summary: As an Inside Sales Representative, you will be an integral part of our sales team, responsible for prospecting, reaching out, and building relationships with small business owners seeking debt restructuring solutions. Your primary focus will be cold calling potential clients, identifying their financial challenges, and introducing our tailored debt restructuring services. The successful candidate will be a persuasive communicator, adept at handling objections, and passionate about helping small businesses thrive despite financial difficulties. Responsibilities: - Conduct outbound calls to prospective customers to introduce our products/services and generate sales leads. - Qualify leads and identify potential customers' needs and requirements. - Present and demonstrate our products/services to potential clients through phone calls, emails, and virtual meetings. - Build and maintain strong relationships with customers, providing exceptional customer service and addressing any inquiries or concerns. - Collaborate with the sales team to develop and implement effective sales strategies and tactics. - Meet or exceed monthly and quarterly sales targets and objectives. - Maintain accurate and up-to-date records of sales activities and customer interactions in the CRM system. - Stay informed about industry trends, market conditions, and competitor activities to identify new business opportunities. - Continuously enhance product knowledge and sales skills through training and professional development opportunities. We offer a base salary and commission Job Type: Full-time
    $34k-48k yearly est. 60d+ ago
  • Marketing Assistant

    Community First Bank-Wi 3.7company rating

    Boscobel, WI jobs

    Job Description We are seeking a detail-oriented and creative Marketing Assistant to join our team on a part-time (20 to 30 hours/wk) basis. You'll work closely with the Marketing Officer to deliver high-quality marketing initiatives that strengthen our brand and community presence. This position can be located at any number of our branch locations. BENEFITS We off a wide range of benefits for our part-time employees: Employee Stock Ownership Plan (ESOP) Paid Federal Holidays Top-notch Training Volunteer Time Off Birthday Time Off Health Insurance Dental Insurance Vision Insurance 401K Many more! Key Responsibilities: Manage marketing requests through the company intranet and assist in producing media, advertising, and sales materials. Create, coordinate, and post community support content on social media channels. Support internal and external communications, including liaising with third-party marketing agencies. Attend Business Development Leadership Team meetings, record accurate minutes, and distribute them promptly. Facilitate the Marketing Liaison program by preparing agendas, onboarding new members, and ensuring effective communication. Maintain marketing records, process invoices, and track expenses in the marketing budget spreadsheet. Prepare quarterly reports for branch managers' PR budgets. Coordinate the Bank's scholarship program, including application postings, applicant management, and award distribution. Manage giveaway inventory, track expenses, and fulfill marketing requests for promotional items. Assist with special projects and additional marketing-related tasks as assigned. Qualifications (Education, Work Experience, Skills): Associate's degree in business administration, Marketing or related field or equivalent combination of education and experience preferred. One year of Banking experience preferred. One year of Marketing experience preferred. Proficient computer skills, including Microsoft Word and Excel, Photoshop or other design software experience preferred. Creative, idea generator, open to and proponent of change and new ideas. Exceptional organizational and time management skills to meet frequent deadlines. Ability to contribute in a team environment, ensuring that departmental and individual goals are met
    $28k-36k yearly est. 3d ago

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