Associate jobs at Wellington Group

Perform transactional duties and responsibilities while exemplifying JBT's SMILE Standards and Non-Negotiables. Know and comply with laws, regulations, and bank policies and procedures applicable to transactions processing. DUTIES AND RESPONSIBILITIES Provide SMILE Standards service to clients at all times and actively seek out and meet their banking needs. Consistently deliver high quality JBT service in person, through the drive-up, over the telephone and during community events using JBT's Non-Negotiables. Working knowledge of branch products and services. Expands relationships though recommendations designed to assist client. Refers clients to appropriate partners for additional needs. Ability to answer basic questions about JBT's digital banking services. Keep a clean, organized work area and a professional appearance as outlined in the Bank's Dress Code Policy. Accurately, efficiently, and promptly perform client transactions (including those received by mail or night deposit): cashing checks, deposits, withdrawals, selling of monetary instruments, loan payments, etc. Balance cash drawer/debits and credits accurately and in a timely manner using the Teller system. Maintain an orderly cash drawer within the Bank's approved cash limits. Complete BAI courses as assigned. Respect the confidentiality of information obtained through or as a consequence of employment. Actively utilize CRM System to enhance client experience. Routinely incorporate compliance (knowledge of laws/regulations) in day-to-day tasks. Perform related duties including, but not limited to, client access to SDB area, balancing the ATM, Vault, TCR, etc. Ability to complete forms via Edit Merge Doc or located on JBT Connect. Ensure punctual and regular attendance. Promote and preserve JBT's values and culture. Follow Bank policy and procedure to prevent fraud and financial crimes. Other duties as assigned. Requirements SKILLS REQUIRED Ability to operate Bank's systems. Excellent communication and interpersonal skills. Proficient mathematics skills. Ability to operate the following office equipment: computer, telephone, copy machine, fax machine, scanner, TCR. Ability to lift approximately 50 pounds.

* Provide timely and courteous customer service. * Process customer transactions in a professional, accurate, and efficient manner. * Exemplify FCCB's standard of delivering exceptional customer service every time. * Assess customer's financial needs and suggest Bank services and products. * Actively participate in and promote the Bank's sales culture and referral programs. * Maintain daily transactions and balances, research outages, and balance the drawer in an accurate and timely manner. * Follow proper procedures and complete tasks in compliance with banking regulations. * Identify customer needs and develop solutions to exceed customer goals and expectations. * Constructively interact with co-workers. There are four levels within the Universal Associate role. A Universal Associate II (New Accounts/Teller): * Processes transactions and handles cash, vault, ATM responsibilities, etc. * Opens and maintains deposit accounts for consumers and businesses * Completes all necessary maintenance on customer accounts * Responsible for maintaining IRA/SEP files * Performs a variety of operational duties and data input functions * Processes deceased and estate accounts * Understands a variety of operational procedures * Demonstrates good analytical and decision-making skills. HOURS will average approximately 38-40 per week and will include working some Saturday mornings. This position is budgeted for 2,080 hours per year. Requirements * Ability to use Microsoft Office Suite and related program software. * Ability to quickly learn position-related software. * Ability to effectively use general office equipment. * High school diploma or equivalent educational experience. * One year experience as a Universal Associate I. (preferred) BENEFITS: Comprehensive benefit package to include: * Health, dental, and vision benefits * 401k w/ company match * Paid time off; paid holidays * Group and voluntary life insurance and disability insurance * Aflac supplemental plans * Employee Assistance Program Our goal is to support the growth of the communities we serve. First Citizens has a knack for hiring the finest and brightest employees; we understand how fostering their growth builds loyalty and impacts customer service. Our employees are our strongest asset. So, we accommodate families, invest in our employees' future, and recognize hard work. First Citizens Community Bank is committed to equal employment opportunity and does not discriminate on the basis of any legally protected status or characteristic. Protected veterans and individuals with disabilities are encouraged to apply.

* Provide timely and courteous customer service. * Process customer transactions in a professional, accurate, and efficient manner. * Exemplify FCCB's standard of delivering exceptional customer service every time. * Assess customer's financial needs and suggest Bank services and products. * Actively participate in and promote the Bank's sales culture and referral programs. * Maintain daily transactions and balances, research outages, and balance the drawer in an accurate and timely manner. * Follow proper procedures and complete tasks in compliance with banking regulations. * Identify customer needs and develop solutions to exceed customer goals and expectations. * Constructively interact with co-workers. There are four levels within the Universal Associate role. The Universal Associate I (Teller/New Accounts): * Processes transactions and handles cash, vault, ATM responsibilities, etc. as outlined above. * Opens and maintains deposit accounts for consumers and businesses. * Completes all necessary maintenance on customer accounts. HOURS will average approximately 38-40 per week and will include working some Saturdays. This position is budgeted for 2,080 hours per year. Requirements * Ability to use Microsoft Office Suite and related program software. * Ability to quickly learn position-related software. * Ability to effectively use general office equipment. * One year customer service and cash handling experience. (preferred) * High school diploma or equivalent educational experience. (preferred) BENEFITS: Comprehensive benefit package to include: * Health, dental, and vision benefits * 401k w/ company match * Paid time off; paid holidays * Group and voluntary life insurance and disability insurance * Aflac supplemental plans * Employee Assistance Program Our goal is to support the growth of the communities we serve. First Citizens has a knack for hiring the finest and brightest employees; we understand how fostering their growth builds loyalty and impacts customer service. Our employees are our strongest asset. So, we accommodate families, invest in our employees' future, and recognize hard work. First Citizens Community Bank is committed to equal employment opportunity and does not discriminate on the basis of any legally protected status or characteristic. Protected veterans and individuals with disabilities are encouraged to apply.

This position provides licensed financial and non-financial support to a team and will serve as a resource to Thrivent Financial for Lutherans Financial Advisors. Individuals in this position will be focused on securities and investment advisory products and services as well as fixed and variable life, health, and annuities products and together with the Financial Advisors, will serve the financial and non-financial needs of Thrivent members, customers, and their families. Responsibilities may include working with a Financial Advisor to develop and implement business and marketing plans to acquire, cultivate, and retain members, prospecting and marketing, case and proposal preparation, referral generation, and building a sense of “community” with and among members and prospects. The Associate reports to and is employed/contracted by the Financial Advisor. Thrivent Investment Management Inc. is the sponsor for FINRA registration and Thrivent Financial for Lutherans is the sponsor for insurance licensure. Job Description Location of Position: Remote (with occasional travel to Office) or Onsite in Hummelstown Compensation: $45,000 - $50,000 a year Benefits: 11 Office Holidays Simple IRA with match after 1 year of service Healthcare subsidy Position Roles/Responsibilities/Accountabilities Handle sensitive communications with members/customers, which may include highly confidential information and effectively respond through verbal and written communications to ensure a high level of customer satisfaction Facilitate and/or co-present product specific seminars and/or workshops as necessary Identify criteria for fund selection and track against indexes, specifically for WRAP accounts Participate in business planning for the Practice as needed Counsel and advise prospective and current members/customers on suitable financial products and investment advisory services Open and complete product applications Conducting substantive research or information gathering that will be used with making suitable securities product recommendations or providing appropriate investment advice (e.g. conducting due diligence, etc.) Obtain member/customer financial and/or suitability information Accepting and/or entering securities trade orders from customers, including unsolicited trade orders Explain, discuss or interpret insurance coverage; analyze exposures or policies; provide recommendations Issue certificates of insurance, endorsements, binders, commitments, or insurance contracts Assist Financial Advisors in the preparation and follow up for the member/customer meetings Collaborate with Financial Advisors to assist client with product changes Participate and drive marketing services including direct-mail, fraternal activities, seminars, meetings Additional responsibilities may be assigned in accordance with licensure and business needs Position Qualifications Previous administrative/secretarial experience desired. Must be securities registered (series 7 & 66 or 6 & 63). Must be appropriately insurance licensed/appointed for sale of all life/health and variable products. Must be securities registered/insurance licensed/appointed in all states in which the candidate will be doing support work for. Must be willing to complete appropriate state training in order to sell Long Term Care if this is determined to be a part of the position or support needs on the sponsoring Financial Advisor. Demonstrated customer service orientation/experience, 2+ years preferred. Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions. Ability to maintain integrity of sensitive/confidential information. Competencies Planning/Organizing Analytical thinker Customer Focus Communication Interpersonal Skills Teamwork and Collaboration Adaptability/Flexibility External/Internal Dependencies Must be able to work with all roles of the team. Must be able to represent the organization in work with external clients. Must be able to cultivate and maintain relationships with outside organizations. As part of this Thrivent team recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process. Fingerprints will be required as part of FINRA registration process for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

Full-time Description NewSpring Capital is looking for an Associate to support its Holdings strategy. In this position, you will play a critical role on our team of investment professionals who help to source new deals and manage our existing portfolio companies. You will provide support throughout the investment process and be involved in all aspects of the investment lifecycle including sourcing, underwriting and execution, monitoring and exiting. Job responsibilities include, but are not limited to: · Assist in the execution of transactions across a wide range of industries, end markets, and business models · Evaluate and analyze potential investment opportunities and structures · Perform extensive due diligence including creating investment models · Generate investment memorandums and present directly to the Investment Committee · Assist in portfolio management and monitoring with the opportunity to work directly with the C-level management teams of existing investments · Perform market research including analyzing market size and segments and assessing competitive landscapes · Help to prepare limited partner communications and valuation analyses · Work collaboratively with other junior investment team members across strategies · Actively network and immerse self in the entrepreneurial business community · Other ad-hoc projects as needed Requirements Qualifications: · 2-3 years of relevant work experience with a strong preference for private equity, transaction services, or investment banking · Passion for private equity with the desire to learn and be successful · Exceptional problem-solving skills with the desire to always go one step further to find the answer · Team player who is always willing to step in when needed and be a part of our tight knit culture · Extremely detail oriented with a propensity for continuous improvement and learning from experiences · Strong analytical capabilities and financial modeling skills. Highly proficient in Excel and PowerPoint · Excellent written and verbal communication skills · Strong work ethic, ability to be proactive and responsive in high-pressure situations · Record of strong academic performance from a leading undergraduate institution · Working knowledge of accounting and finance concepts · Connection to the greater Philadelphia area is strongly preferred About NewSpring Holdings NewSpring Holdings employs a long-term, buy-and-build approach in the lower-middle market. We help scale growth through acquisitions, proven organic methodologies, and enhanced seasoned leadership teams. We target closely held technology and technology-enabled services companies that family businesses with $5-100m in revenue and $2m+ EBITDA, across a wide variety of industries. About NewSpring Capital NewSpring partners with entrepreneurs to catalyze new growth and seize compelling opportunities, creating measurable value and success for our business owners and Limited Partners. We foster deep and enduring relationships, hold ourselves to the highest standards, and align our goals and values with entrepreneurs, investors, and employees in pursuit of excellence. We manage over $3.5 billion across five distinct strategies covering the spectrum from growth equity and control buyouts to mezzanine debt.

Full-time Description NewSpring Capital is looking for an Associate to support its Growth strategy. In this position, you will play a critical role on our team of investment professionals who help to source new deals and manage our existing portfolio companies. You will provide support throughout the investment process and be involved in all aspects of the investment lifecycle including sourcing, underwriting and execution, monitoring and exiting. Job responsibilities include, but are not limited to: · Assist in the execution of transactions across a wide range of industries, end markets, and business models · Evaluate and analyze potential investment opportunities and structures · Perform extensive due diligence including creating investment models · Generate investment memorandums and present directly to the Investment Committee · Assist in portfolio management and monitoring with the opportunity to work directly with the C-level management teams of existing investments · Perform market research including analyzing market size and segments and assessing competitive landscapes · Help to prepare limited partner communications and valuation analyses · Work collaboratively with other junior investment team members across strategies · Actively network and immerse self in the entrepreneurial business community · Other ad-hoc projects as needed Requirements Qualifications: · 2-3 years of relevant work experience with a strong preference for private equity, transaction services, or investment banking · Passion for private equity with the desire to learn and be successful · Exceptional problem-solving skills with the desire to always go one step further to find the answer · Team player who is always willing to step in when needed and be a part of our tight knit culture · Extremely detail oriented with a propensity for continuous improvement and learning from experiences · Strong analytical capabilities and financial modeling skills. Highly proficient in Excel and PowerPoint · Excellent written and verbal communication skills · Strong work ethic, ability to be proactive and responsive in high-pressure situations · Record of strong academic performance from a leading undergraduate institution · Working knowledge of accounting and finance concepts · Connection to the greater Philadelphia area is strongly preferred About NewSpring Growth: NewSpring Growth actively supports founders and entrepreneurs, delivering working capital to scale fast growing technology companies. Our approach is to establish a trusted partnership with management teams to align growth strategies that create meaningful and measurable value. NewSpring leverages its vast network of industry experts to deploy resources focused on creating operational improvements that provide clear and predictable paths to capital efficient growth. Focused on building strong alignment, both operationally and financially, with management and key stakeholders to drive outcomes.

As a Derivative Portfolio Associate you will have accountability on our Derivative Strategy & Trading team for managing one or more aspects of functions to support derivative portfolio managers in hedging capital market risk exposures of Variable Annuity liabilities and/or other risk exposures.Principle Responsibilities: Monitor derivative portfolios which include listed and OTC interest-rate and equity derivatives (e.g., futures, total-return swaps, interest-rate swaps, options and swaptions, and variance swaps) Research innovative trade ideas/hedging strategies and/or explain portfolio P&L performance and insights through clear risk reporting Build quantitative/analytical tools to support portfolio management and/or hedge strategy development and/or risk reporting by leveraging financial engineering, capital markets, and product knowledge Participate in various quantitative projects as needed to help support overall Hedging/Risk teams goals & objectives Constant monitoring of market trends, news and economic indicators impacting the portfolio Conduct research/analysis on market trends, financial instruments or new strategies evolving in the market Knowledge, Skills and Abilities: Bachelor's degree in Financial Mathematics (or related field); strong preference toward advanced degree (Master's or PhD in a Quantitative field) Advanced knowledge of Financial Mathematics with solid understanding of Derivative Pricing Theory, and their applications Minimum of 1 - 3 years of progressive professional experience in the financial services industry Experience in developing derivative trading strategies and/or developing risk reports which explain key drivers of P&L Knowledge of equity & rate derivative instruments from both theoretical and practical perspective Strong computer programming skills in Python based environment linked to excel/VBA models Superior quantitative/analytic reasoning and problem-solving abilities Ability to work under pressure and in a fast-paced work environment Adaptability to market changes and evolving trading strategies Comfortable with ambiguity and manage shifting priorities #LI-DP1 Venerable Values: Every position at Venerable has responsibility for living out the company's values as described here: We are Courageous - We think critically, ask "why?" and seek out creative solutions. We are Curious - We take calculated risks, learn from out failures, and challenge traditional ways of thinking. We are Connected - We are connected to each other, our customers and our community. Please note: The use of AI tools (such as ChatGPT or similar platforms) during interviews is not permitted without the prior approval of Venerable, as the use of such tools may interfere with company confidentiality, misrepresent a candidate's skills and experience or otherwise conflict with Venerable's hiring policies. If you are selected for an interview and a reasonable accommodation is needed, please notify the Venerable Human Resources recruiter aligned to the open position in which you are interviewing for. If Venerable, in its sole discretion, determines that AI is being used during an interview without prior approval, Venerable reserves the right to end the interview early and/or disqualify a candidate.

Full-time Description RESPONSIBILITIES: Responsibilities for the Branch Associate II (CSR) position include providing superior customer service and creating a welcoming environment and impression for the Bank's customers. The Branch Associate II (CSR) would be responsible for account and service origination and maintenance as well as responding to customer inquiries by telephone and in person. The individual will establish a working knowledge of the Bank's products and services to provide recommendations to customers or potential customers. The position will require a working knowledge and adherence to all policies and procedures of the Bank as well as applicable regulations and laws. The individual must be available for opening and closing of the branch office. Ambler Savings Bank is a local community bank that gives back to the communities we serve. We also promote from within and train our staff for future promotions. Requirements SKILLS: Ability to communicate clearly and in a friendly manner; excellent customer service skills; proficient writing and mathematical skills with a high degree of accuracy; good computer skills; detail-oriented with strong organizational skills; ability to make decisions and solve problems. EDUCATION / TRAINING: High School diploma or GED equivalent preferred. EXPERIENCE: One (1) to two (2) years' experience in the financial industry is preferred; experience as a bank teller and bank customer service representative is encouraged. No phone calls please. Qualified candidates will be contacted. Visit us at ************************** EOE / AA Ambler Savings Bank is an Equal Employment Opportunity employer. We base employment upon personal capabilities and qualifications without discrimination. It is the policy of Ambler Savings Bank to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, ethnicity, religion, gender, pregnancy/childbirth, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any other category protected by federal, state and/or local laws.

Job DescriptionDescription: NewSpring Capital is looking for an Associate to support its Growth strategy. In this position, you will play a critical role on our team of investment professionals who help to source new deals and manage our existing portfolio companies. You will provide support throughout the investment process and be involved in all aspects of the investment lifecycle including sourcing, underwriting and execution, monitoring and exiting. Job responsibilities include, but are not limited to: · Assist in the execution of transactions across a wide range of industries, end markets, and business models · Evaluate and analyze potential investment opportunities and structures · Perform extensive due diligence including creating investment models · Generate investment memorandums and present directly to the Investment Committee · Assist in portfolio management and monitoring with the opportunity to work directly with the C-level management teams of existing investments · Perform market research including analyzing market size and segments and assessing competitive landscapes · Help to prepare limited partner communications and valuation analyses · Work collaboratively with other junior investment team members across strategies · Actively network and immerse self in the entrepreneurial business community · Other ad-hoc projects as needed Requirements: Qualifications: · 2-3 years of relevant work experience with a strong preference for private equity, transaction services, or investment banking · Passion for private equity with the desire to learn and be successful · Exceptional problem-solving skills with the desire to always go one step further to find the answer · Team player who is always willing to step in when needed and be a part of our tight knit culture · Extremely detail oriented with a propensity for continuous improvement and learning from experiences · Strong analytical capabilities and financial modeling skills. Highly proficient in Excel and PowerPoint · Excellent written and verbal communication skills · Strong work ethic, ability to be proactive and responsive in high-pressure situations · Record of strong academic performance from a leading undergraduate institution · Working knowledge of accounting and finance concepts · Connection to the greater Philadelphia area is strongly preferred About NewSpring Growth: NewSpring Growth actively supports founders and entrepreneurs, delivering working capital to scale fast growing technology companies. Our approach is to establish a trusted partnership with management teams to align growth strategies that create meaningful and measurable value. NewSpring leverages its vast network of industry experts to deploy resources focused on creating operational improvements that provide clear and predictable paths to capital efficient growth. Focused on building strong alignment, both operationally and financially, with management and key stakeholders to drive outcomes.

Job DescriptionDescription: NewSpring Capital is looking for an Associate to support its Holdings strategy. In this position, you will play a critical role on our team of investment professionals who help to source new deals and manage our existing portfolio companies. You will provide support throughout the investment process and be involved in all aspects of the investment lifecycle including sourcing, underwriting and execution, monitoring and exiting. Job responsibilities include, but are not limited to: · Assist in the execution of transactions across a wide range of industries, end markets, and business models · Evaluate and analyze potential investment opportunities and structures · Perform extensive due diligence including creating investment models · Generate investment memorandums and present directly to the Investment Committee · Assist in portfolio management and monitoring with the opportunity to work directly with the C-level management teams of existing investments · Perform market research including analyzing market size and segments and assessing competitive landscapes · Help to prepare limited partner communications and valuation analyses · Work collaboratively with other junior investment team members across strategies · Actively network and immerse self in the entrepreneurial business community · Other ad-hoc projects as needed Requirements: Qualifications: · 2-3 years of relevant work experience with a strong preference for private equity, transaction services, or investment banking · Passion for private equity with the desire to learn and be successful · Exceptional problem-solving skills with the desire to always go one step further to find the answer · Team player who is always willing to step in when needed and be a part of our tight knit culture · Extremely detail oriented with a propensity for continuous improvement and learning from experiences · Strong analytical capabilities and financial modeling skills. Highly proficient in Excel and PowerPoint · Excellent written and verbal communication skills · Strong work ethic, ability to be proactive and responsive in high-pressure situations · Record of strong academic performance from a leading undergraduate institution · Working knowledge of accounting and finance concepts · Connection to the greater Philadelphia area is strongly preferred About NewSpring Holdings NewSpring Holdings employs a long-term, buy-and-build approach in the lower-middle market. We help scale growth through acquisitions, proven organic methodologies, and enhanced seasoned leadership teams. We target closely held technology and technology-enabled services companies that family businesses with $5-100m in revenue and $2m+ EBITDA, across a wide variety of industries. About NewSpring Capital NewSpring partners with entrepreneurs to catalyze new growth and seize compelling opportunities, creating measurable value and success for our business owners and Limited Partners. We foster deep and enduring relationships, hold ourselves to the highest standards, and align our goals and values with entrepreneurs, investors, and employees in pursuit of excellence. We manage over $3.5 billion across five distinct strategies covering the spectrum from growth equity and control buyouts to mezzanine debt.

Shift4 (NYSE: FOUR) is boldly redefining commerce by simplifying complex payments ecosystems across the world. As the leader in commerce-enabling technology, Shift4 powers billions of transactions annually for hundreds of thousands of businesses in virtually every industry. For more information, visit *************** Growth Solutions Analyst Shift4 is expanding globally and seeking a key Growth Solutions Analyst! This is a dynamic role that requires strong communication and project management skills to work with the various teams within the Growth Solutions Department, as well as virtually all departments within the Shift4 organization. The ideal candidate for this role will be a significant contributor to the overall objective of the team - to provide technical solutions for enabling payment growth via partners, creating blueprints & guidelines for the deployment of Shift4 technology and to drive hardware innovations that promote card-present payments. Candidates must have the ability to adapt to a fast paced environment based on projects that can include process-driven modifications and learning while in flight. This position consists of performing quality control testing in Lab environments both internal to Shift4 and external with partners, working with development teams in various aspects including troubleshooting technical issues and working with various internal and external teams to ensure successful integrations for newly-integrated partner software. Through teamwork and project management, you will be part of a project-oriented team that will execute hardware, software and payment projects. Various tasks for the role include start to finish project management, hands-on testing hardware and software for both new and existing services and product offerings, and facilitating escalations to internal Development teams. This role is a hybrid position and can be based at the following Shift4 locations: Center Valley, PA or Las Vegas, NV Responsibilities: Test new applications/hardware/software to ensure functional requirements are met Conduct comprehensive data analysis to identify trends, patterns, and growth opportunities within the organization. Develop and maintain reporting tools and dashboards to help others understand business performance. Analyze process issues and bottlenecks to make improvements and drive efficiency. Communicate and validate requirements with relevant stakeholders to ensure alignment with business objectives. Perform data discovery, analysis, and modeling to support strategic decision-making. Develop and implement growth strategies based on data-driven insights. Collaborate with cross-functional teams to ensure seamless integration of growth initiatives with other business processes. Monitor and analyze key performance metrics related to growth initiatives, identify areas for improvement, and implement necessary changes. Lead and mentor junior analysts, providing guidance, support, and performance management. Stay current with industry trends and emerging technologies related to data analysis and growth strategies, recommending improvements to maintain a competitive edge. Must maintain a high level of confidentiality and discretion at all times Develop workflows, monitor performance, and observe utilization of software and physical hardware Create detailed documentation and articulate instructions to a variety of people Maintain aggressive timelines for assigned projects Develop and maintain relationships with technical team members across brands Complete ticket escalations to the Growth Solutions Department from various departments. Escalate unresolved issues to development teams for additional troubleshooting assistance to determine resolution. Updating various trackers relating to active project assignments and tasks. Act as project manager for projects assigned seeing them through to completion while ensuring completion of tasks and status update communication on them. Qualifications: 1+ years of experience in a Point of Sale (POS) software development environment working with API integrations. Strong understanding and attention to detail of data analysis processes, including data discovery, analysis, and modeling. Demonstrate experience in developing and implementing growth strategies and solutions. Excellent time and project management skills and the ability to collaborate with cross-functional teams. Strong analytical and problem-solving skills, with the ability to identify and resolve complex technical issues. Excellent verbal and written English communication with the ability to effectively collaborate with team members and stakeholders at all levels. Proficient in data analysis tools and technologies, such as SQL, Python, R, Tableau and Google suite (Drive, Sheets, Docs) Excellent analytical, decision-making, and problem-solving skills Ability to quickly self-teach with a focus on hardware, software, and payment products Flexibility in a dynamically changing environment, acknowledging urgency when necessary Preferred Qualifications: Associates or Bachelors degree in Information Technology, Computer Science, or equivalent preferred Experience with POS hardware and software Bachelor's degree in Computer Science, Information Technology, or a related field. Additional experience in data analysis, growth strategy development, or related roles, with a focus on driving organizational growth. Any Certification is beneficial, but not required (Microsoft, Oracle, Linux, Cisco, PMI, etc.) Experience in payment processing systems Experience with customer-based interactions Experience in Technical Support/Payments troubleshooting experience Ability to document test cases, expected outcomes, and processes We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class.

Full-time Description RESPONSIBILITIES: Responsibilities for the Branch Associate I (Teller) position include providing the Bank's customers with superior customer service, processing transactions efficiently and accurately, such as deposits to accounts, check cashing, loan transactions and withdrawals from accounts. The Branch Associate I (Teller) would be responsible for operating a teller station, maintaining an adequate and accurate cash drawer and balancing the cash drawer daily. The individual will establish a working knowledge of the Bank's products and services to provide recommendations to customers or potential customers. The position will require a working knowledge and adherence to all policies and procedures of the Bank as well as applicable regulations and laws. The individual must be available for opening and closing of the branch office. Ambler Savings Bank is a local community bank that gives back to the communities we serve. We also promote from within and train our staff for future promotions. Requirements SKILLS: Ability to communicate clearly and in a friendly manner; excellent customer service skills; proficient writing and mathematical skills with a high degree of accuracy; good computer skills; detail-oriented with strong organizational skills; ability to make decisions and solve problems. EDUCATION / TRAINING: High School diploma or GED equivalent preferred. EXPERIENCE: Previous branch/teller experience or cash handling experience is preferred but not required. Ambler Savings Bank is an Equal Employment Opportunity employer. We base employment upon personal capabilities and qualifications without discrimination. It is the policy of Ambler Savings Bank to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, ethnicity, religion, gender, pregnancy/childbirth, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any other category protected by federal, state and/or local laws. Salary Description $17 - $19 / hour

Full-time Description RESPONSIBILITIES: Responsibilities for the Branch Associate I (Teller) position include providing the Bank's customers with superior customer service, processing transactions efficiently and accurately, such as deposits to accounts, check cashing, loan transactions and withdrawals from accounts. The Branch Associate I (Teller) would be responsible for operating a teller station, maintaining an adequate and accurate cash drawer and balancing the cash drawer daily. The individual will establish a working knowledge of the Bank's products and services to provide recommendations to customers or potential customers. The position will require a working knowledge and adherence to all policies and procedures of the Bank as well as applicable regulations and laws. The individual must be available for opening and closing of the branch office. Ambler Savings Bank is a local community bank that gives back to the communities we serve. We also promote from within and train our staff for future promotions. Requirements SKILLS: Ability to communicate clearly and in a friendly manner; excellent customer service skills; proficient writing and mathematical skills with a high degree of accuracy; good computer skills; detail-oriented with strong organizational skills; ability to make decisions and solve problems. EDUCATION / TRAINING: High School diploma or GED equivalent preferred. EXPERIENCE: Previous branch/teller experience or cash handling experience is preferred but not required. Visit us at ************************** EOE / AA Ambler Savings Bank is an Equal Employment Opportunity employer. We base employment upon personal capabilities and qualifications without discrimination. It is the policy of Ambler Savings Bank to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, ethnicity, religion, gender, pregnancy/childbirth, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any other category protected by federal, state and/or local laws. Salary Description $18 - $19 / hour

Job DescriptionSpruce Street Compliance is a compliance and operations consulting firm based out of Philadelphia, PA and Washington, DC. Our firm is committed to supporting progressive causes and candidates nation-wide. Some of our past and current clients include Pennsylvania Democratic Party, For Our Future, Asian Pacific Islander Political Alliance, Becca Balint for Congress, Josh Riley for Congress, and Zohran for New York City. The Compliance Associate will work with our current Managers to complete the daily tasks associated with financial oversight and compliance for our clients. This position will report to the firm's Managers and Principal. Salary range: $48,000-58,000/annually Responsibilities• Deposit and record contributions into compliance database and accounting file• Process disbursements and track outstanding invoices• Track and process 1099s• Maintain compliance with GAAP• Perform bank and compliance software reconciliations• Correspond with donors regarding compliance regulations and documentation• Create, implement, and administer efficient workflows• Develop relationships with vendors and assist with client procurement• Assist updating client budgets• Assist providing financial reports to clients• Prepare and file federal and non-federal campaign finance reports Experience and Skills• 1-3 years experience work with political or non-profit organizations• At least one year of experience with non-profit and/or campaign finance compliance• Strong attention to detail and organized• Experience with Excel, Google Business Suite, and Dropbox• Ability to manage multiple projects at once and meet strict deadlines• Ability to work evenings and weekends to meet deadlines• Willingness to take initiative• Bookkeeping experience (preferred)• Previous experience with Quickbooks Online (preferred)• Bachelor's degree (preferred)• Commitment to supporting progressive causes• Commitment to working within a diverse and inclusive work space• A background check will be conducted after a conditional offer of employment has been made to a candidate Spruce Street Compliance offers a generous benefits package and exciting and collaborative work environment. Spruce Street Compliance is an equal opportunity employer and committed to diversity, equity, and inclusion among its staff. The firm strongly encourages candidates from diverse backgrounds to apply and will hire based on qualifications of the candidate without regard to race, religion, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, and military or veteran status. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Spruce Street Compliance is a compliance and operations consulting firm based out of Philadelphia, PA and Washington, DC. Our firm is committed to supporting progressive causes and candidates nation-wide. Some of our past and current clients include Pennsylvania Democratic Party, For Our Future, Asian Pacific Islander Political Alliance, Becca Balint for Congress, Josh Riley for Congress, and Zohran for New York City. The Compliance Associate will work with our current Managers to complete the daily tasks associated with financial oversight and compliance for our clients. This position will report to the firm's Managers and Principal. Salary range: $48,000-58,000/annually Responsibilities• Deposit and record contributions into compliance database and accounting file• Process disbursements and track outstanding invoices• Track and process 1099s• Maintain compliance with GAAP• Perform bank and compliance software reconciliations• Correspond with donors regarding compliance regulations and documentation• Create, implement, and administer efficient workflows• Develop relationships with vendors and assist with client procurement• Assist updating client budgets• Assist providing financial reports to clients• Prepare and file federal and non-federal campaign finance reports Experience and Skills• 1-3 years experience work with political or non-profit organizations• At least one year of experience with non-profit and/or campaign finance compliance• Strong attention to detail and organized• Experience with Excel, Google Business Suite, and Dropbox• Ability to manage multiple projects at once and meet strict deadlines• Ability to work evenings and weekends to meet deadlines• Willingness to take initiative• Bookkeeping experience (preferred)• Previous experience with Quickbooks Online (preferred)• Bachelor's degree (preferred)• Commitment to supporting progressive causes• Commitment to working within a diverse and inclusive work space• A background check will be conducted after a conditional offer of employment has been made to a candidate Spruce Street Compliance offers a generous benefits package and exciting and collaborative work environment. Spruce Street Compliance is an equal opportunity employer and committed to diversity, equity, and inclusion among its staff. The firm strongly encourages candidates from diverse backgrounds to apply and will hire based on qualifications of the candidate without regard to race, religion, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, and military or veteran status.

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Associate- to join our Corporate Actions team. This role is located in Pittsburgh, PA and is a hybrid position offering work flexibility ( 4 days in office, 1 remote per week). In this role, you'll make an impact in the following ways: Responsible for mandatory and voluntary corporate actions custody functions for all organizational accounts. Process basic mandatory and voluntary corporate action events, including daily interpretation, monitoring, scrubbing, and notification of corporate action events. Process liability notices, allocate dividend interest payments, and process class action suits. Reconcile, monitor, and post entitlements to client accounts; perform daily and monthly outlier review, research, and documentation. Perform daily reconciliations for cash, security, and suspense transactions while adhering to established quality control measures and procedures. Research and respond to inquiries from internal business groups, depositories, agents, brokers, clients, Investment Managers, sub-custodians, and/or custodians. Work on multiple systems to perform corporate action processing, including creating and scrubbing announcements, sending client instructions to third parties, and posting online cash and security transactions. Contribute to the achievement of team goals and objectives. To be successful in this role, we're seeking the following: Bachelor's degree in a related discipline or the equivalent combination of education and experience. 0-3 years of total work experience preferred. Experience in financial services or corporate actions preferred. Applicable local/regional licenses or certifications as required by the business. No direct reports; may have people management responsibilities in some geographies. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: America's Most Innovative Companies, Fortune, 2025 World's Most Admired Companies, Fortune 2025 “Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Associate to join our Corporate Actions team. This role is located in Pittsburgh, PA and is a hybrid position offering work flexibility ( 4 days in office, 1 remote per week). In this role, you'll make an impact in the following ways: Responsible for mandatory and voluntary corporate actions custody functions for all organizational accounts. Process basic mandatory and voluntary corporate action events, including daily interpretation, monitoring, scrubbing, and notification of corporate action events. Process liability notices, allocate dividend interest payments, and process class action suits. Reconcile, monitor, and post entitlements to client accounts; perform daily and monthly outlier review, research, and documentation. Perform daily reconciliations for cash, security, and suspense transactions while adhering to established quality control measures and procedures. Research and respond to inquiries from internal business groups, depositories, agents, brokers, clients, Investment Managers, sub-custodians, and/or custodians. Work on multiple systems to perform corporate action processing, including creating and scrubbing announcements, sending client instructions to third parties, and posting online cash and security transactions. Contribute to the achievement of team goals and objectives. To be successful in this role, we're seeking the following: Bachelor's degree in a related discipline or the equivalent combination of education and experience. 0-3 years of total work experience preferred. Experience in financial services or corporate actions preferred. Applicable local/regional licenses or certifications as required by the business. No direct reports; may have people management responsibilities in some geographies. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: America's Most Innovative Companies, Fortune, 2025 World's Most Admired Companies, Fortune 2025 “Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Associate to join our Corporate Actions Team. This role is located in Pittsburgh, PA (4 days in office per week). In this role, you'll make an impact in the following ways: Perform mandatory and voluntary corporate action-related custody and accounting processing requirements, such as dividend payments, reorganizations/proxy, bond redemptions, and more. Manage and control high levels of risk and liability inherent in various functions, including reconciliation activities, client reporting, and proration on transactions. Proactively recognize, research, and process moderately intricate mandatory and voluntary corporate action events, including daily interpretation, monitoring, scrubbing, and notification of complex global market events. Balance entitlements, process liability notices, dividend and interest payments, class action suits, and determine the impact of events while disseminating information to investors and client accounts. To be successful in this role, we're seeking the following: Bachelor's degree in a related discipline or the equivalent combination of education and experience. 3-5 years of total work experience preferred. Experience in financial services or corporate actions preferred. Applicable local/regional licenses or certifications as required by the business. No direct reports but may provide guidance to less experienced team members; may have people management responsibilities in some geographies. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: America's Most Innovative Companies, Fortune, 2025 World's Most Admired Companies, Fortune 2025 “Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

Associate, Paralegal I - US Retail Regulatory Group At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Associate, Paralegal I to join our US Retail Regulatory Group team. This role is located in Pittsburgh. In this role, you'll make an impact in the following ways: * Provide paralegal assistance and support to a team of legal professionals responsible for timely and accurate completion of a high volume of US registered fund regulatory filings and related documentation * Support multiple fund boards with ongoing legal and regulatory needs * Work under the close supervision of attorneys and supervisory paralegals to ensure compliance and accuracy * Liaise with counterparties, outside counsel, service providers, board members, and internal business lines and departments To be successful in this role, we're seeking the following: * Paralegal certificate from a business school, college, or university, or equivalent paralegal experience in a corporate, government, or private law firm setting * Strong analytical skills with excellent oral and written communication abilities * Attention to detail and ability to meet strict timelines with precise and timely work products * Proven ability to organize, prioritize multiple tasks, and work effectively with others under time constraints * Demonstrated initiative, high work standards, and a flexible, proactive, and energetic attitude At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: America's Most Innovative Companies, Fortune, 2025 World's Most Admired Companies, Fortune 2025 "Most Just Companies", Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $50,000 and $75,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.