Audit Associate
Williams-Keepers LLC job in Columbia, MO
Job DescriptionSalary:
Audit Associatesare responsible for auditing accounting and financial information for a company. You will review assets and accounts for a firm, help prepare a statement or report, coordinate with a bank to provide any necessary documentation, and answer questions from clients or customers.
Essential Functions:
Prepare clear and concise workpapers with definitive conclusions.
Prepare meaningful and well written recommendations for inclusion in client correspondence.
Apply accounting principles and auditing procedures to audit and accounting engagements.
Work on low to mediumrisk areas of audit and/or accounting engagements.
Effectively complete other tasks as assigned by their supervisor.
Following firm and professional standards.
Assisting with the substantive areas of the audit, including cash, accounts payable and expense testing, among others.
Assisting with internal control walk-throughs and documentation.
Preparing clear and concise workpapers with appropriate documentation and conclusions.
Follow regulations and professional ethics of the American Institute of Certified Public Accountants (AICPA) and Missouri Society of Certified Public Accountants (MSCPA).
Be familiar with the pronouncements of the Financial Accounting Standards Board, Government Accounting Standards Board the AICPA, such as the Statements on Auditing Standards and statements of Financial Accounting Standards.
Demonstrate the ability to formulate alternatives when unable to solve problems.
Anticipate problems and issues and keep the in-charge/partner informed of engagement status.
Effectively apply information technology tools in assigned areas.
Qualifications and Skills:
A minimum of a bachelors degree in accounting
Actively pursuing a licensed Certified Public Accountant (CPA)
Proficiency with the Microsoft Office suite and Adobe software platforms.
Word processing, use of spreadsheets, email, document management and calendaring programs is required.
Excellent organizational and time management skills, with the ability to prioritize tasks and meet deadlines.
Exceptional attention to detail and accuracy, with a focus on delivering high-quality results.
Strong communication and interpersonal skills, with the ability to effectively collaborate with cross-functional teams.
Analytical mindset with problem-solving abilities.
Ability to work independently and handle multiple projects simultaneously.
Performance Expectations:
Adhere to all firm policies and procedures, as outlined in the Associate Handbook.
Be pleasant, courteous, and helpful with staff and clients.
Be efficient and organized when carrying out tasks.
Maintain a neat and organized work environment for maximum efficiency and productivity.
Maintain strict confidentiality of all client and business transactions.
Effectively manage numerous tasks and projects.
Demonstrate excellent written and verbal communication skills.
Demonstrate a professional attitude and support a teamwork-oriented environment.
Develop positive working relationships with clients and co-workers.
Must have exceptional attendance.
Professional Development:
Audit Staff are expected to develop professionally by:
Displaying progress towards completing CPA certification.
Participating in continuing professional education.
Researching and reading professional and technical resources independently.
Accepting additional responsibility as assigned.
Physical Requirements:
Prolonged periods of sitting at a desk and working on a computer.
Must be able to lift 25 50 pounds at times.
Travel, both overnight and during the day, is required.
Extended hours are required at certain times throughout the year, depending on client needs.
Keep in mind that the specific responsibilities and requirements of the Audit Staffmay vary depending on the Firm's specific needs.
WK provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Controller Services Senior
Williams-Keepers LLC job in Columbia, MO
Job DescriptionSalary:
The Controller Services Senior is responsible to prepare client financial statements, financial forecasts, budgets, and assist with software consulting and conversions.
Essential Functions:
Effectively utilize strong technology and accounting skills in all client engagements.
Prepare clear and concise workpapers with definitive conclusions.
Prepare meaningful and well-written client correspondence.
Apply applicable accounting principles to all engagements.
Assume responsibility for small to medium-size engagements that require one or more additional team members.
Anticipate problems and opportunities and identify applicable solutions to common issues, keeping the engagement manager informed about project status.
Effectively and appropriately delegate work to staff.
Utilize more complicated computer software applications.
Effectively apply information technology tools in assigned areas.
Work independently.
Follow regulations and professional ethics of the American Institute of Certified Public Accountants (AICPA), the Missouri Society of Certified Public Accountants (MOCPA), the State Board of Accountancy and the firm.
Effectively address all open items and issues encountered on assigned engagements.
Demonstrate a high level of resourcefulness in performing assigned tasks and engagements.
Be concerned with individual productivity (realization, chargeability, and other factors).
Utilize excellent project management skills needed to manage multiple engagements, tasks, and responsibilities effectively.
Develop familiarity with budgeting applicable to client engagements.
Qualifications and Skills:
Preferred candidates will possess or be working toward completion of a bachelors degree and/or masters degree in accounting, with a goal of qualifying for and passing the CPA exam.
Three to five years of applicable experience.
Experience with NetSuite or Sage Intacct and QuickBooks.
Proficiency with the Microsoft Office suite and Adobe software platforms.
Word processing, use of spreadsheets, email, document management and calendaring programs is required.
Excellent organizational and time management skills, with the ability to prioritize tasks and meet deadlines.
Exceptional attention to detail and accuracy, with a focus on delivering high-quality results.
Strong communication and interpersonal skills, with the ability to effectively collaborate with cross-functional teams.
Analytical mindset with problem-solving abilities.
Ability to work independently and handle multiple projects simultaneously.
Performance Expectations:
Adhere to all firm policies and procedures, as outlined in the Associate Handbook.
Be pleasant, courteous, and helpful with staff and clients.
Be efficient and organized when carrying out tasks.
Maintain a neat and organized work environment for maximum efficiency and productivity.
Maintain strict confidentiality of all client and business transactions.
Effectively manage numerous tasks and projects.
Demonstrate excellent written and verbal communication skills.
Demonstrate a professional attitude and support a teamwork-oriented environment.
Develop positive working relationships with clients and co-workers.
Must have exceptional attendance.
Professional Development:
The Controller Services Senior is expected to develop professionally by pursuing the following opportunities and others, as identified.
In accordance with My Achievement Plan (MAP) requirements, pursue continuing applicable professional education (CPE) opportunities designed to improve understanding of assigned areas of responsibility.
Participate in firm activities related to monthly employee feedback practices and other employee development programs.
Physical Requirements:
Prolonged periods of sitting at a desk and working on a computer.
Must be able to lift 25 50 pounds at times.
Extended hours are required at certain times throughout the year, depending on client needs.
Keep in mind that the specific responsibilities and requirements of the Controller Services Senior may vary depending on the Firm's specific needs.
WK provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Intern - Compliance
OFallon, MO job
Intern - Compliance Time Type: Full time At Midland, we're proud to be a little different. You can see it in our bright orange signs-but there's more to it than that. With our heartfelt and personalized approach, we're focused on meeting every customer's needs with the brightest solutions.
For more than 140 years, we've learned by serving customers skillfully with dedication and follow-through, we can brighten every interaction to drive our collective success. And this goes beyond traditional banking.
We foster programs that empower our communities, continuously invest in our employees, and actively pursue brighter futures for all.
Our humble ambition keeps us growing, giving back, and looking ahead. We're innovating and optimizing our services to ensure we stay unique - providing strength you can count on with heart you can feel.
You might say we're unlike any other bank.
And you'd be right."
At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e. bonus and/or commission) and may include long-term incentives (i.e. stock awards). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, an Employee Stock Purchase Plan, 401K plan with company match and may include the opportunity to participate in our Non-Qualified Deferred Compensation plan. Incentives and benefits are subject to eligibility requirements.
Intern - Compliance
St. Louis, MO | Effingham IL
Rate of Pay: $15 an hour
At Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident, and more excited to do great things for our customers, each other and our company. We're proud to be an Equal Opportunity and Affirmative Action employer. At Midland, we recruit, employ, train, compensate and promote without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you are looking for a place to grow, we encourage you to apply at Midland States Bank, because you belong here.
Position Summary
The Compliance Intern will join the Risk Management team to gain exposure to regulatory compliance, control testing, and enterprise-wide risk processes. This internship offers a hands-on opportunity to understand how compliance supports the bank's overall risk management strategy, governance framework, and regulatory readiness. The intern will work alongside experienced compliance professionals to enhance reporting, testing, and analysis while contributing to projects that strengthen Midland's culture of accountability and integrity.
Primary Accountabilities
Assist in control testing and validation of key compliance and risk management processes.
Support the development of enhanced compliance reporting and analytics.
Research and contribute to AI-related use cases for compliance and risk functions.
Participate in the annual Business Continuity Plan (BCP) testing exercise.
Assist with reviewing and updating risk registers, policies, and documentation.
Collaborate with cross-functional teams to identify process improvements and streamline compliance operations.
Attend departmental meetings, cross-functional discussions, and ROCI (Risk Oversight & Control Improvement) sessions for professional development.
Perform other duties as assigned.
Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA).
Position Qualifications
Education/Experience:
Currently enrolled in a degree program in Finance, Business Administration, Economics, Data Analytics, Risk Management, Compliance, or a related field, with at least two years of coursework completed.
Strong analytical, problem-solving, and communication skills.
Proficient in Microsoft Office Suite (Excel, Word, PowerPoint).
Detail-oriented with excellent organizational and time management abilities.
Professional demeanor and eagerness to learn in a team environment.
Demonstrated interest in compliance, regulatory frameworks, or financial services.
Internship Details:
Internship duration: Must be available mid-May through late July 2026.
Schedule: Must be available Monday-Friday, 8:00 a.m.-5:00 p.m. (40 hours/week).
Must reside locally and report to either the St. Louis, MO or Effingham, IL office.
Competencies:
Business insight
Cultivates innovation
Drives results
Makes sound decisions
Being a brand champion
Collaborates
Communicates effectively
Customer focus
Being Authentic
Emotional Intelligence
Self-development
Being flexible and adaptable
If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at ****************.
THIS DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT
At Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident and more excited to do great things for our customers, each other and our company. We're proud to be an Equal Opportunity and Affirmative Action employer. At Midland, we recruit, employ, train, compensate and promote without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you are looking for a place to grow, we encourage you to apply at Midland States Bank, because you belong here.
If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at ****************.
THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT
PIe3247f3db36a-37***********6
Intern - Enterprise Risk Management
OFallon, MO job
Intern - Enterprise Risk Management Time Type: Full time At Midland, we're proud to be a little different. You can see it in our bright orange signs-but there's more to it than that. With our heartfelt and personalized approach, we're focused on meeting every customer's needs with the brightest solutions.
For more than 140 years, we've learned by serving customers skillfully with dedication and follow-through, we can brighten every interaction to drive our collective success. And this goes beyond traditional banking.
We foster programs that empower our communities, continuously invest in our employees, and actively pursue brighter futures for all.
Our humble ambition keeps us growing, giving back, and looking ahead. We're innovating and optimizing our services to ensure we stay unique - providing strength you can count on with heart you can feel.
You might say we're unlike any other bank.
And you'd be right."
At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e. bonus and/or commission) and may include long-term incentives (i.e. stock awards). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, an Employee Stock Purchase Plan, 401K plan with company match and may include the opportunity to participate in our Non-Qualified Deferred Compensation plan. Incentives and benefits are subject to eligibility requirements.
Intern - Enterprise Risk Management
O'Fallon, MO | Effingham, IL
Rate of Pay: $15 an hour
At Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident, and more excited to do great things for our customers, each other and our company. We're proud to be an Equal Opportunity and Affirmative Action employer. At Midland, we recruit, employ, train, compensate and promote without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you are looking for a place to grow, we encourage you to apply at Midland States Bank, because you belong here.
Position Summary
The Enterprise Risk Management (ERM) Intern will gain hands-on experience supporting the Risk Management team in strengthening Midland's risk culture and operational controls. This internship provides exposure to enterprise-wide risk assessments, reporting, and compliance activities. The intern will work with experienced professionals across departments, contributing to projects that enhance governance, accountability, and data-driven decision-making across the organization.
Primary Accountabilities
Support the testing and validation of controls across the enterprise.
Contribute to the development of enhanced risk management reporting and analytics.
Participate in the creation of AI use cases and research on emerging technology in risk management practices.
Assist in leading the annual Business Continuity Plan (BCP) pandemic testing exercise across the organization.
Collaborate with the ERM team to review and update risk registers, documentation, and frameworks.
Support department projects focused on regulatory compliance and operational resilience.
Attend meetings, cross-functional discussions, and ROCI (Risk Oversight & Control Improvement) sessions for professional exposure.
Perform other duties as assigned.
Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA).
Position Qualifications
Education/Experience:
Enrolled in a degree program in Finance, Business Administration, Economics, Data Analytics, Risk Management, or a related field, with at least two years of coursework completed.
Strong analytical, quantitative, and problem-solving skills.
Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint).
Excellent written and verbal communication skills.
Detail-oriented, organized, and capable of managing multiple priorities.
Professional demeanor and strong interpersonal skills.
Eagerness to learn and contribute within a collaborative team environment.
Internship Details:
Internship duration: Must be available mid-May through late July 2026.
Schedule: Must be available Monday-Friday, 8:00 a.m.-5:00 p.m. (40 hours/week).
Must reside locally and report to either the O'Fallon, MO or Effingham, IL office.
Competencies:
Business insight
Cultivates innovation
Drives results
Makes sound decisions
Being a brand champion
Collaborates
Communicates effectively
Customer focus
Being Authentic
Emotional Intelligence
Self-development
Being flexible and adaptable
If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at ****************.
THIS DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT
At Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident and more excited to do great things for our customers, each other and our company. We're proud to be an Equal Opportunity and Affirmative Action employer. At Midland, we recruit, employ, train, compensate and promote without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you are looking for a place to grow, we encourage you to apply at Midland States Bank, because you belong here.
If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at ****************.
THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT
Compensation details: 15-15 Hourly Wage
PIf468950b6137-37***********9
Intern - IT - Associate Solutions Engineer - Salesforce
Saint Charles, MO job
Intern - IT - Associate Solutions Engineer - Salesforce Time Type: Full time At Midland, we're proud to be a little different. You can see it in our bright orange signs-but there's more to it than that. With our heartfelt and personalized approach, we're focused on meeting every customer's needs with the brightest solutions.
For more than 140 years, we've learned by serving customers skillfully with dedication and follow-through, we can brighten every interaction to drive our collective success. And this goes beyond traditional banking.
We foster programs that empower our communities, continuously invest in our employees, and actively pursue brighter futures for all.
Our humble ambition keeps us growing, giving back, and looking ahead. We're innovating and optimizing our services to ensure we stay unique - providing strength you can count on with heart you can feel.
You might say we're unlike any other bank.
And you'd be right."
At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e. bonus and/or commission) and may include long-term incentives (i.e. stock awards). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, an Employee Stock Purchase Plan, 401K plan with company match and may include the opportunity to participate in our Non-Qualified Deferred Compensation plan. Incentives and benefits are subject to eligibility requirements.
Intern - IT - Associate Solutions Engineer - Salesforce
St. Louis, MO
Rate of Pay: $15 an hour
At Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident, and more excited to do great things for our customers, each other and our company. We're proud to be an Equal Opportunity and Affirmative Action employer. At Midland, we recruit, employ, train, compensate and promote without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you are looking for a place to grow, we encourage you to apply at Midland States Bank, because you belong here.
Position Summary
The Associate Solutions Engineer Intern will join Midland's Salesforce Team to gain hands-on experience supporting and enhancing the bank's Salesforce ecosystem. This role offers exposure to customer relationship management (CRM) systems, workflow automation, and cross-departmental collaboration. The intern will learn how Salesforce supports business operations across the bank while working alongside a highly collaborative and experienced team.
Primary Accountabilities
Participate in daily stand-ups, team meetings, and collaborative project sessions.
Assist with managing Trello boards, support queues, and internal project requests.
Shadow team members to learn Salesforce functionality, data management, and configuration processes.
Contribute to ongoing Salesforce projects and enhancements, completing assignments based on skill level and progress.
Observe how the team supports various business lines, learning the order of operations and integration between departments.
Develop a foundational understanding of CRM systems and workflow tools through guided mentorship and project ownership.
Participate in team check-ins, progress reviews, and training sessions to strengthen technical and professional skills..
Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA).
Perform other duties as assigned
Position Qualifications
Education/Experience:
Currently enrolled in a Bachelor's program in Business, Information Systems, Computer Science, or a related field with at least 2 years completed.
Works well in team environment.
Excellent written and oral communication skills.
Proficient in Microsoft Excel and Teams.
Demonstrates ability to learn and use new software and programs.
Internship Details:
Internship duration: Must be available Mid-May through late July 2026.
Schedule: Must be available Monday-Friday, 8:00 a.m.-5:00 p.m. (40 hours/week).
Must reside locally and report to one of our St. Louis, MO offices.
Competencies:
Business insight
Cultivates innovation
Drives results
Makes sound decisions
Being a brand champion
Collaborates
Communicates effectively
Customer focus
Being Authentic
Emotional Intelligence
Self-development
Being flexible and adaptable
If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at ****************.
THIS DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT
At Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident and more excited to do great things for our customers, each other and our company. We're proud to be an Equal Opportunity and Affirmative Action employer. At Midland, we recruit, employ, train, compensate and promote without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you are looking for a place to grow, we encourage you to apply at Midland States Bank, because you belong here.
If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at ****************.
THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT
Compensation details: 15-15 Hourly Wage
PI18043520a976-37***********4
Leader, Low Code AI Agent Delivery
Saint Louis, MO job
**Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you.** Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is working to make the firm better together - as they grow as individuals. If these words resonate with you, we should talk.
**Job Overview**
**Position Schedule:** Full-Time
This job posting is anticipated to remain open for 30 days, from 24-Oct-2025. The posting may close early due to the volume of applicants.
The Leader, Low Code AI Agent Delivery leads the delivery of AI agents and automation using low-code/no-code platforms, accelerating time-to-value. Reporting to the General Partner, this role is responsible for defining the strategy for low-code AI delivery, overseeing solution architecture, development, and deployment, and mentoring low code specialists. By leveraging low-code/no-code platforms, the Leader drives innovation, ensures operational excellence, and aligns AI delivery initiatives with enterprise goals and market trends. This role requires technical expertise, strategic vision, and leadership capabilities to deliver impactful AI solutions.
Define the strategy for low-code AI delivery, ensuring alignment with enterprise goals and market trends.
Lead the architecture, development, and deployment of AI agents using low-code/no-code platforms.
Mentor and develop low-code specialists, fostering a culture of innovation and continuous learning.
Collaborate with product, engineering, and business teams to ensure AI solutions meet business objectives and technical requirements.
Ensure solutions adhere to security, privacy, and regulatory compliance standards.
Monitor and optimize the performance of deployed AI agents, implementing refinements as needed.
Translate business requirements into actionable strategies for low-code AI delivery.
Stay updated on emerging trends and advancements in low-code/no-code platforms and AI technologies.
Create presentations and reports to communicate delivery progress, outcomes, and recommendations to stakeholders.
Support the General Partner in strategic planning and execution of low-code AI initiatives.
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page (*********************************************************************************************** .
**Hiring Minimum:** $168500
**Hiring Maximum:** $286900
Read More About Job Overview
**Skills/Requirements**
Minimum Knowledge:
Bachelor's degree in Computer Science or related field.
8+ years' experience in software delivery
3+ year's experience with Low-code/no-code platforms and their applications in AI agent development.
Solution architecture and deployment methodologies for AI agents.
Security and compliance standards for AI solutions.
Agile development methodologies and rapid prototyping techniques.
Financial services industry practices and regulations.
Preferred Knowledge:
Master's Degree in Artificial Intelligence, Product Management, or a related field.
10+ years of experience in financial services AI delivery, with a focus on security, compliance, and mentoring teams.
Emerging trends in low-code/no-code AI development.
Data governance and integrity management.
Risk management and compliance in AI agent delivery.
Advanced data visualization techniques for monitoring AI agent performance.
Integration of AI agents into enterprise systems and workflows.
Read More About Skills/Requirements
**Awards & Accolades**
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (***********************************************************************
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************
Read More About Awards & Accolades
**About Us**
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** .
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
\#LI-HO
Call Center Specialist (Bilingual-English/Spanish)
Missouri job
Lead is a fintech building banking infrastructure for embedded financial products and services. We operate an FDIC-insured bank headquartered in Kansas City, Missouri. Additionally, we have offices in San Francisco, Sunnyvale, and New York City, where our technical, product, design, and legal teams operate. We are built for a constantly evolving financial landscape, where new ventures and technological advancements emerge daily. Guided by a team of entrepreneurs and technologists with decades of experience navigating intricate banking and payments regulations, Lead blends regulatory and technological expertise to help our fintech partners scale their operations with compliance and creativity.
Simply put, Lead offers the essential attributes that every fintech seeks in a partner bank. First, unparalleled technical expertise from a distinguished team of developers with an extensive understanding of the banking and payments systems. Second, oversight expertise, automated compliance systems, and bespoke program management to navigate the ever-shifting regulatory landscape. Finally, a commitment to transparency and operational rigor to ensure everyone's money does what it's supposed to do.
As a Community Bank, we provide personalized banking services and solutions to support the businesses, individuals, and charitable organizations of the Kansas City Metropolitan Area, both in branch and online. We are committed to fostering strong relationships, supporting local economic growth, and we believe in the power of being an integral part of the community we serve.
Role Description:The Call Center Specialist is responsible for answering inbound calls, providing clear and professional support to both direct clients and BaaS partner end-customers. This role requires the ability to quickly assess the nature of the call, determine the appropriate party for resolution, and either resolve the issue or redirect it accordingly. Many callers are end-users of partner platforms who have reached the Bank in error and need assistance understanding the relationship structure. The Specialist must use discretion, sound judgment, and familiarity with bank and partner systems to support a wide range of questions. Call Center Specialists are expected to manage high volumes in a fast-paced environment while maintaining a high level of accuracy and caller care. In this role you will:
Answer and route inbound calls efficiently, gathering and verifying the necessary information to ensure appropriate handling or escalation, while maintaining a friendly and professional tone
Resolve caller inquiries and issues by thoroughly clarifying concerns, researching solutions, and implementing effective resolutions, ensuring a positive client experience throughout the process
Manage partner calls by explaining the Bank's relationship with BaaS partners and efficiently rerouting calls to the appropriate third-party contacts for further resolution
Provide ongoing relationship servicing to clients to further business, including status updates or enhancements to account usage and suggesting resolutions for any issues
Complete account maintenance and process transactions, including verifying deposit amounts, client account balances, and check examination via online terminal
Document outcome and steps taken while assisting clients, as well as updating files and databases
Adhere to all relevant banking policies, procedures, and regulatory compliance requirements to ensure security and confidentiality of client information
Collaborate with internal departments as necessary to resolve complex client issues or address account-specific inquiries
Meet performance goals for call handling time, client satisfaction, and transaction accuracy
Maintain proficiency in banking products and services to provide knowledgeable recommendations and solutions Utilize CRM (Customer-Relationship Management) system
All other duties as assigned
Qualifications:
Fluency in both Spanish and English, with the ability to communicate clearly and professionally in verbal and written formats
The ability to adapt to a fast-paced environment, multitasking when required while also showing great attention to detail
Bring excellent client care skills that will help you build professional relationships and curate interactions based on client motivations
Excellent oral and written communication skills
Show curiosity, show humility, be open to new ideas and approach your work with a growth mindset
Comfort with high-volume, routine workflows while remaining responsive to change
Are a team player and enjoy working with people to achieve the best and most efficient result
Show a strong accountability and group responsibility for the customers we serve, taking on and performing tasks
Proficiency in CRM systems and Google Suite
What we offer:
At Lead, we design our benefits to support company culture and principles, to foster an efficient and inspiring work environment, and to create the conditions for our team to give their best in both work and life Competitive compensation, including opportunities for equity grants and cash bonus, based on experience, geographic location, and role Medical, Dental, Vision, Life, 401k Matching, and other wellness benefits, including FSA, HSA and HRAPaid parental leave Flexible vacation policy, including PTO and paid holidaysA fun and challenging team environment in a dynamic industry with ample opportunities for career growth
*Hours: Monday-Friday 9:00am to 6:00pm Saturday (Rotating Schedule) 8:45am-12:00pm
*Lead Bank is proud to have an inclusive culture committed to ensuring equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
*Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Auto-ApplyProgram Management Support
Saint Louis, MO job
Program Management Support
Experience Required: 12 years of total experience with 8 years specialized experience
Clearance Required: Active TS/SCI
Description of Work:
The contractor shall provide specific Total Lifecycle Acquisition Management Support Services to the Foundation GEOINT Integrated Program Office (IPF), support offices, and customers across multiple projects.
Responsibilities
Provide advice to assist the government in planning, managing, and executing programs and projects. Evaluate performance, execution risks, and make comprehensive recommendations to the Government.
Support the government in successful execution throughout the entire lifecycle of designated efforts from concept to deactivation & disposal.
Create program documents, plans, and other related artifacts as well as review, evaluate, and assess existing requirements, documents, plans, and other related artifacts for accuracy, consistency, and compliance.
Support program management, business management, and budget execution reviews and provide feedback to the Government.
Support IPF programs in all program finance related issues to include assessing, coordinating, scheduling, and executing briefings for management.
Provide analysis (to include “what ifs”) and coordination of program level and division-level financial management plans (to include POM inputs) and reports, to include Fiscal Year spend plans, variance analysis, and corrective action plans.
Assist IPF government representatives in developing annual IPF spend plan and POM that articulates short, mid, and long term goals for the IPF as well as deliverables.
Assist with assessing realism of contractor cost estimates submitted in response to Government Requests for Change (RFC) or impact assessment requests.
Support Source and IPF in coordinated planning of acquisition, budget, and operational activities to enable the success of the holistic Foundation GEOINT capabilities.
Develop independent program office cost estimates for future requirements in support of program activities, new requirements, and acquisition processes. Develop program level cost models and documentation and improve estimating methods and techniques through the collection, normalization and analysis of cost and technical data.
Assist with the production of documentation to support new acquisitions and follow on contracts.
Assist with collaboration and integration both within the IPO and between the IPO and its partners/customers including but not limited to other program offices, the sensor office, the infrastructure team, the SAM office, financial management offices, contracting officers, and Source.
Prepare and submit detailed minutes, notes regarding TEMs, reviews and milestone events.
Conduct briefings, Technical Exchange Meetings (TEMs), and events.
Assist the program office with preparation and coordination of delivery orders, task orders, requirements documents, briefings, and performance statements, as applicable.
Participate in major program milestones and use expertise to identify and raise programmatic issues as well as solutions for those issues.
Evaluate programmatic impacts of architectural direction and guidance, and recommended paths forward.
Provide program management level awareness and tracking of IPF SPIDs and security processes.
Assist with drafting and presenting IPO and project presentations to external organizations and customers.
Monitor the status of designated Foundation GEOINT operational systems and support the resolution of operational issues and track test events and related software deliveries.
Provide recommendations to improve the program management processes that IPF leads and/or participates in and assist the government in implementing process improvements.
Assist the government in responding to senior leadership requests.
Provide program management advice and recommendations for alternative courses of action and strategies to effectively deliver Foundation GEOINT capabilities.
Maintain the IPO roadmap following customer prescribed policies.
Provide expertise and techniques to incorporate best practice Agile development and Agile program management methods into acquisition programs.
Assist government program managers in providing answers/input on funding from the customer, OUSD(I), DNI and Congress.
Assist in writing and defending Overseas Contingency Operations Funds and IPO unfunded requirements.
Qualifications
Required:
Demonstrated specialized experience with DoD, or other IC Agencies acquisition processes and procedures.
Demonstrated specialized experience in program/project management.
Demonstrated specialized experience in applying systems engineering processes, requirements analysis, interface definition, and detailed implementation planning of large complex systems or enterprises and enterprise-wide interoperability.
Bachelor's degree or higher in a business, computer science, or engineering related field
Desired:
Demonstrated experience providing long-term, direct acquisition and program management support services to the customer at the NSG Segment level.
Certified as a Program/Project Management Professional or DAWIA certification (levels II or III) in IT, PM, or SPRDE or certified Scaled Agile Framework Agilist (SA).
Demonstrated experience and practical application with IC or DoD budgeting and financial tools and processes.
Demonstrated experience with the customer's Process and tools, to include System Engineering, Acquisition, Configuration Management, Readiness and Security.
S2 prohibits third-party solicitation from any recruiter or outside source regardless of the cause being represented. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.
Auto-ApplyAssociate, Mortgage Fulfillment Operations
Saint Louis, MO job
PENNYMAC Pennymac is (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U. S. mortgage loans and the management of investments related to the U.
S.
mortgage market.
At Pennymac, our people are the foundation of our success and at the heart of our dynamic work culture.
Together, we work towards a unified goal of helping millions of Americans achieve aspirations of homeownership through the complete mortgage journey.
A Typical Day Pennymac is a dynamic and innovative mortgage lender committed to fostering the next generation of leaders.
Recent college graduates can ignite their career by joining a company that believes in investing in talent and providing opportunities for growth and development.
Associates in the Pennymac MFD Rotational Program will embark on a comprehensive development experience designed to expose them to various facets of the organization and industry.
Candidates who successfully join the program will have the opportunity to learn and develop within the mortgage fulfillment division (MFD) operations area of the business.
The Pennymac MFD Rotational Program begins with a specially designed training program focused on industry information, department functions, and foundational skills.
Participants then embark on four or five 6-month rotations.
The Pennymac MFD Rotational Program allows candidates to learn through real-world work experience; gain valuable knowledge and skill sets in a variety of operational areas.
Responsibilities will vary by assignment, but all rotations allow for opportunities to blend theory with practice and launch an exciting career in the financial services industry.
Locations: St.
Louis, MO; Plano/Fort Worth, TX; Tampa, FL.
The MFD College Recruiting Program is designed to be a powerful launchpad for high-potential talent, offering a dynamic two-year rotational experience across key MFD departments.
Through hands-on training, immersive onboarding, and exposure to real-world operations, participants will build the skills and leadership mindset needed to thrive in our industry.
This program is more than a first job-it's a strategic pathway, guiding top candidates from entry-level roles through to Operations Manager, Assistant Vice President, and potentially Vice President, all within a 4-6 year timeframe.
The Assoc, MFD Rotational will: Engage in a structured 24 month rotational program across multiple Consumer Direct and TPO MFD operational departments, such as Base File, Title, Precision, Conditions, Eligibility, , Production Support, Mortgage Success Team (MST), Closing and Funding Develop a foundational understanding of the mortgage loan lifecycle, industry terminology, and the significance of compliance and timeliness Prepare and review initial loan disclosures (RESPA, TILA, TRID), order appraisals, flood certificates, tax transcripts, homeowner's insurance, mortgage insurance, title insurance and written/verbal verifications of employment Review and analyze title abstracts and recorded documents-including deeds, liens, and UCC filings-to ensure accuracy and resolve discrepancies.
Investigate and resolve outstanding title issues, such as liens and judgments, to facilitate timely loan processing Review borrower income documentation to determine proper amounts to use in the underwriting of the loan file.
Work towards becoming income certified Interpret AUS (Automated Underwriting System) findings and Product Profiles to assess compliance with investor-specific condominium requirements Prepare closing documents including the balancing of the Initial and Final Closing Disclosure Manage a pipeline of loans within each rotational area while ensuring accuracy, efficiency, and prioritization of tasks Deliver exceptional service by responding to mortgage-related inquiries and resolving customer requests with professionalism and efficiency Conduct research to support timely and accurate resolution of customer concerns and ensure a positive borrower experience Collaborate with cross-functional teams to address business challenges, drive process improvements, and support organizational goals Perform data and documentation validation to ensure accuracy, consistency, and adherence to regulatory and company standards Demonstrate a commitment to continuous learning and development by embracing feedback and participating actively in training opportunities Uphold company culture and values by modeling professional behaviors and ethical standards What You'll Bring Recent college graduate with a Bachelor's degree or Master's degree Excellent communication and interpersonal abilities Ability to apply critical thinking Demonstrated ability to work independently and collaboratively Eagerness to learn, collaborate, and take on a variety of assignments Comfortable working within a fast-changing environment Moderate skills proficiency with Google Suite/ MS Office products Why You Should Join As one of the top mortgage lenders in the country, Pennymac has helped over 4 million lifetime homeowners achieve and sustain their aspirations of home.
Our vision is to be the most trusted partner for home.
Together, 4,000 Pennymac team members across the country are guided by our core values: to be Accountable, Reliable and Ethical in all that we do.
Pennymac is committed to conducting a business that makes positive contributions and promotes long-term sustainable growth and to fostering an equitable and inclusive environment, where all employees and customers feel valued, respected and supported.
Benefits That Bring It Home: Whether you're looking for flexible benefits for today, setting up short-term goals for tomorrow, or planning for long-term success and retirement, Pennymac's benefits have you covered.
Some key benefits include: Comprehensive Medical, Dental, and Vision Paid Time Off Programs including vacation, holidays, illness, and parental leave Wellness Programs, Employee Recognition Programs, and onsite gyms and cafe style dining (select locations) Retirement benefits, life insurance, 401k match, and tuition reimbursement Philanthropy Programs including matching gifts, volunteer grants, charitable grants and corporate sponsorships We value the hard work and dedication of our employees.
In addition to a competitive salary, positions may offer bonus opportunities.
To learn more about our benefits visit: *********************
page.
link/benefits For residents with state required benefit information, additional information can be found at: ************
pennymac.
com/additional-benefits-information Compensation: Individual salary may vary based on multiple factors including specific role, geographic location / market data, and skills and experience as defined below: Lower in range - Building skills and experience in the role Mid-range - Experience and skills align with proficiency in the role Higher in range - Experience and skills add value above typical requirements of the role Some roles may be eligible for performance-based compensation and/or stock-based incentives awarded to employees based on company and individual performance.
Salary $50,000 - $75,000 Work Model OFFICE
Auto-ApplyTax Supervisor
Williams-Keepers LLC job in Columbia, MO
The Tax Supervisor is responsible for the day-to-day execution of a comprehensive Firm wide process to manage and facilitate the accurate preparation and filing of our clients' federal and state tax forms. The Tax Supervisor is responsible for providing and coordinating ongoing business and tax planning for the Firm's clients. The Tax Supervisor is a team player who manages the tax team to greater performance, creates and implements tax plans for clients and is involved in the creation and implementation of tax department processes. The Tax Supervisor will ensure compliance with federal and state tax law and will monitor current and impending tax laws and regulations to provide high-level advisory services for clients.
Essential Functions:
Professional Competence and Technical Knowledge
Be familiar with the regulations and professional ethics of the American Institute of Certified Public Accountants (AICPA), the Missouri Society of Certified Public Accountants (MSCPA), the State Board of Accountancy and the firm.
Display a high level of professional competence, technical expertise and experience in tax and accounting.
Display good project management skills in order to handle multiple engagements, tasks, and responsibilities effectively.
Client Service and Relationships
Demonstrate ability to develop and maintain positive working relationships with clients.
Demonstrate ability to develop a deep understanding of the unique aspect of the client businesses and industries beyond just accounting.
Demonstrate ability to identify issues and recommend solutions for complex client situations.
Demonstrate overall commitment to outstanding client service and client retention.
Team Development
Foster an environment of team work on engagements and within the firm.
Demonstrate ability to coach and mentor staff to develop their professional and business knowledge and skills.
Provide staff with honest, objective, and constructive feedback in a timely manner.
Participate in recruitment and training of staff.
Practice Management and Firm Profitability
Manage individual productivity and engagements to meet firm goals.
Comply with firm practice management procedures and systems.
Recognize opportunities to provide additional services to current clients or obtain new clients and demonstrate ability to pursue these opportunities.
Recognize opportunities to provide new and innovative products and services and demonstrate ability to develop these opportunities.
Personal Growth
Represent the firm and promote its image by actively participating in professional and community service organizations.
Pursue opportunities designed to improve understanding of assigned areas of responsibility, technical knowledge, and overall business knowledge.
Display executive presence and business acumen in all situations.
Display effective verbal and written communication skills.
Qualifications and Skills:
A minimum of a master's degree
Be a licensed Certified Public Accountant (CPA)
Proficiency with the Microsoft Office suite and Adobe software platforms.
Word processing, use of spreadsheets, email, document management and calendaring programs is required.
Excellent organizational and time management skills, with the ability to prioritize tasks and meet deadlines.
Exceptional attention to detail and accuracy, with a focus on delivering high-quality results.
Strong communication and interpersonal skills, with the ability to effectively collaborate with cross-functional teams.
Analytical mindset with problem-solving abilities.
Ability to work independently and handle multiple projects simultaneously.
Performance Expectations:
Adhere to all firm policies and procedures, as outlined in the Associate Handbook.
Be pleasant, courteous, and helpful with staff and clients.
Be efficient and organized when carrying out tasks.
Maintain a neat and organized work environment for maximum efficiency and productivity.
Maintain strict confidentiality of all client and business transactions.
Effectively manage numerous tasks and projects.
Demonstrate excellent written and verbal communication skills.
Demonstrate a professional attitude and support a teamwork-oriented environment.
Develop positive working relationships with clients and co-workers.
Must have exceptional attendance.
Physical Requirements:
Prolonged periods of sitting at a desk and working on a computer.
Must be able to lift 25 - 50 pounds at times.
Extended hours are required at certain times throughout the year, depending on client needs.
Keep in mind that the specific responsibilities and requirements of the Tax Supervisor may vary depending on the Firm's specific needs.
WK provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
University Talent Acquisition Manager
Saint Louis, MO job
JOB SUMMARYAs the University Talent Acquisition Manager, you will be instrumental in identifying and attracting top-tier accounting and finance talent from colleges and universities. You will help lead and drive the development and execution of our university recruitment strategy, build and nurture relationships with educational institutions, and ensure a seamless candidate experience throughout the recruitment process. Your role will be pivotal in shaping the future of our organization by bringing in fresh talent and fostering a strong employer brand at the universities.
University Talent Acquisition Strategy:
Develop a comprehensive university recruitment strategy aligned with the firm's talent needs and growth objectives
Collaborate with leadership to identify target schools, programs, and geographic regions for recruitment efforts
Stay informed about industry trends, changes in accounting education, and emerging talent
University Relationships:
Build and maintain strong relationships with university career centers, accounting faculty, student organizations, and university influencers
Represent the firm at career fairs, information sessions, workshops, and other relevant events
Candidate Sourcing and Selection:
Partner with hiring managers to understand their staffing requirements and expectations for entry-level hires
Develop innovative sourcing strategies to identify top accounting and finance candidates
Conduct interviews, assessments, and evaluations to determine candidates' fit for the firm
Candidate Experience:
Ensure a positive and memorable candidate experience by providing clear communication, prompt feedback, and personalized interactions
Serve as the main point of contact for candidates, addressing their questions and concerns throughout the recruitment process
Employer Branding:
Collaborate with marketing and communication teams to enhance the firm's employer brand at the universities
Develop and implement engaging employer branding initiatives, including social media campaigns, webinars, and networking events
Onboarding and Integration:
Partner with HR and department heads to design effective onboarding programs for new university hires
Monitor the integration and progress of hires, facilitating a smooth transition into the firm
Data Analysis and Reporting:
Collect and analyze recruitment data to measure the effectiveness of university recruitment strategies
Prepare regular reports on key recruitment metrics, trends, and insight
Supervisory responsibilities
Lead, train, and mentor a team of university talent acquisition specialists, coordinators, or interns, fostering their growth and development
Work environment
Work is conducted in a professional office environment with minimal distractions
Physical demands
Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time
Must be able to lift up to 15 pounds at a time
Travel required
Frequent travel to university locations and events with some overnight stays is expected
Required education and experience
Bachelor's degree in human resources, business administration, or a related field
5+ years of experience in university recruitment, talent acquisition, or related roles
Proficiency in applicant tracking systems (ATS) and other recruitment software
Preferred education and experience
Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting
Advanced user of Excel and other Microsoft office products
Basic understanding of university specific talent acquisition software tools
Other duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.
WHO WE ARE
UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.
WHAT WE OFFER
POSITIVE WORK ENVIRONMENT
Enjoy a collaborative and supportive work environment where teamwork is valued.
ATTRACTIVE COMPENSATION PACKAGES
Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.
COMPREHENSIVE BENEFIT PACKAGE
Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
Auto-ApplyPersonal Trust Administrative Officer II
Saint Louis, MO job
Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can find your place here at Stifel, where success meets success.
What You'll Be Doing
The Personal Trust Administration Officer II administers simple to complex trust accounts in accordance with the terms of the trust document and all applicable laws.
What We're Looking For
* Develop relationships with clients through frequent contact via telephone, email, or in writing. Communicate with FAs, attorneys, and CPAs regarding client needs.
* Review trusts to ensure compliance with regulatory guidelines and fiduciary responsibility.
* Interpret document to ensure appropriate administration of trusts; make sure files are complete for annual audit by federal and state examiners under Regulation 9 laws and guidelines.
* Review and report account status annually; consult with supervisor to clarify ambiguous terms or provisions of the document.
* Coordinate, monitor and execute post-death provisions with appropriate areas of trust company. . Review the trust for the dispositive provisions and notify remaindermen. Coordinate with attorney, CPA and personal representative the closing of the estate and the preparation of a 706 to determine each party's responsibility. Review estate assets and coordinate the disposition under minimal supervision with the attorney, personal representative and remaindermen. Review estate tax return (706) and order of distribution. Coordinate the transfer of assets from the estate to the trust (where applicable) or out of the trust per the dispositive provisions.
* Review Court Accountings under minimal supervision and upon approval, file with the appropriate Court or Court Referee.
* Review work of Trust Associate assigned to help with account administration for accuracy and bring any issues to manager's attention.
* Monitor trust activity; approve, coordinate and supervise the establishment of the account with the trust company including, coordination and monitoring of transferred assets, correct statement recipients, collecting cost basis information, approving account on system, approving fee schedule set-up, etc.
* Review daily account activity; establish recurring bill payments and client disbursements, keep client and FA apprised of any unusual activity in the account, monitor the yearly gift from the client to insurance trusts for payment of premiums. and revalue charitable trusts on an annual basis to ensure payments are going to the beneficiaries per the trust provisions.
What You'll Bring
* Understand and comply with all regulations, including 12CFR9, Community Reinvestment Act, Bank Secrecy Act, Fair Credit Reporting Act, etc.
* Ability to use logic and reasoning to identify complex problems; review related information and develop options and implement solutions. Ability to assess liability and react appropriately and promptly.
* Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
* Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
Education & Experience
* Minimum Required: Bachelor's degree in Business
* Minimum Required: 3-5 years' of experience in Personal Trust Administration or Estate Planning
Licenses & Credentials
* Minimum Required: None
Systems & Technology
* Proficient in Microsoft Excel, Word, PowerPoint, Outlook #LI-JK1
About Stifel
Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel's bank and trust companies are equal opportunity employers. All candidates will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, veteran status, genetic information or any other protected characteristic under applicable law. If you would like more information regarding Equal Employment Opportunity rights and protections, please review the following information: Know Your Rights.
Stifel is an Equal Opportunity Employer.
Auto-ApplyTax Experienced Senior, Private Client Services
Saint Louis, MO job
Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures. The Private Client Services Practice is experienced in all aspects of estate, income, gift, and trust tax consulting and compliance; charitable giving and philanthropic foundations; executive compensation; and cash-flow, retirement, and life insurance planning.
A Tax Experienced Senior, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients.
Job Duties:
* Participates in tax and consulting engagements and enhances skills identifying and addressing client needs, tax planning, and consulting opportunities
* Works directly with clients and their advisors to gather information needed to prepare tax returns
* Develops understanding of complex individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns, both Federal and State jurisdictions, while demonstrating the ability to follow instructions and actively seek feedback
* Reviews basic individual and trust tax returns and provides written and verbal feedback to staff and interns
* Analyzes tax notices received from government agencies and prepares initial drafts of response
* Identifies technical issues, conducts advanced tax research, and develops sound recommendations for PCS leadership
* Works in a fast-paced, deadline-driven environment both independently and within a team dynamic
* Prioritizes and completes tasks
* Assists with PCS/firm contribution responsibilities including billing, recruiting, attendance and participation in CPE activities and training
* Builds new relationships with other professionals both inside and outside the firm
Supervisory Responsibilities:
* May supervise and manage the day-to-day work assignments of PCS Associates
* Provides verbal and written performance feedback to PCS Associates, as necessary
* Acts as mentor to PCS Associates
Qualifications, Knowledge, Skills and Abilities:
Education:
* Bachelor's degree in Accounting, Finance, Economics, or Statistics, required; OR Bachelor's degree in other focus area and CPA certification, required
* Master's degree in Accountancy or Taxation, preferred
Experience:
* Three (3) or more years of prior relevant tax experience and/or public accounting, private industry accounting, or consulting/professional services experience, required
* Experienced in private client services, preferred
* Prior basic supervisory experience, preferred
License/Certifications:
* CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent ("EA") (or the equivalent of one of these designations), preferred
* Possession of other professional degrees or certifications applicable to role preferred
Software:
* Proficient in the use of Microsoft Office Suite (specifically Word, Excel, and PowerPoint) and Adobe Acrobat, required
* Experience with tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep), preferred
* Experience with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint and Lexis Nexis), preferred
Languages:
* N/A
Other Knowledge, Skills & Abilities:
* Initiative
* Works hard, putting in extra effort when necessary to complete their assignments within given deadlines; self-starting; doesn't need to be explicitly told to put in this effort; when set, meets weekly/engagement hours expectations
* Owns their own career and technical development; demonstrates self-awareness, actively pursues projects and learning experiences to fill in their technical knowledge gaps
* Communication
* Expresses themselves effectively verbally and in writing; takes complex thoughts, synthesizes them into works using clear, concise language, and presents a cohesive narrative
* Internally, communicates the status of their work to their team; promptly responds to requests
* Leadership
* Leads by example, acting as a model for the firm's core values
* Takes on challenges; sees tasks through completion, even if there are obstacles
* Business Development
* Participates in business development and networking activities
* Seizes opportunities for new professional contacts when presented
* People Development
* Ability to interact effectively with people at all organizational levels of the firm
* Assists in supervision, development, and training of employees
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
California Range: $96,000 - $125,000
Colorado Range: $80,000 - $100,000
Illinois Range: $90,000 - $108,000
Maryland Range: $98,000 - $110,000
Massachusetts Range: $102,000 - $119,000
Minnesota Range: $80,000 - $95,000
New Jersey Range: $88,000 - $125,000
NYC/Long Island/Westchester Range: $115,000 - $130,000
Washington Range: $83,000 - $115,000
Washington DC Range: $105,000 - $117,000
Data Scientist Intern, AI-Focused, Summer 2026 - St. Louis, MO
OFallon, MO job
**Our Purpose** _Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential._
**Title and Summary**
Data Scientist Intern, AI-Focused, Summer 2026 - St. Louis, MO
This role is not eligible for Mastercard's work authorization sponsorship. As such, candidates must be eligible to work in the United States, now as well as in the future, without employer sponsorship. For example, students or recent graduates in the United States on an F1 visa (including those with CPT or OPT authorization) are not eligible for this role.
Overview
Mastercard works to connect and power a sustainable and inclusive global economy. We are a vehicle for commerce, a connection to financial systems for the previously excluded, a technology innovation lab, and the home of Priceless . We ensure every employee has opportunity to be a part of something bigger and to change lives. We believe in connecting everyone to endless, priceless possibilities.
About the Team
Our team advances the Decision Intelligence (DI) model, which scores the riskiness of transactions on a scale from 0 to 1000. As Data Scientists, our day-to-day work spans across:
- Feature engineering - extracting meaningful signals that distinguish fraudulent transactions from genuine ones.
- Model development - enhancing machine learning models to effectively learn and adapt to evolving fraud patterns in transaction data.
- Performance monitoring - running rigorous metrics to ensure model stability and effectiveness in production environments.
- Post-production analysis - investigating patterns missed in real time and developing strategies for new feature discovery.
We are constantly innovating to ensure our DI models stay ahead of emerging fraud trends and deliver high-impact insights to protect our customers.
Internship Program
Mastercard's summer internship program provides emerging talent with projects that will enhance skills as well as contribute to the department's goals and objectives. In this program, you will participate in:
- Networking events, mentorship opportunities, and hear from senior leaders
- Volunteer and team building opportunities
- Formal performance assessments
- End-of-summer presentations to peers and Mastercard leadership
Qualifications
- Currently enrolled in a bachelor's degree program majoring in Data Science or a related field with a graduation date of Winter 2026 - Spring 2027
- Hands-on experience, preferably former internship, in AI and Machine Learning
- Experience with opensource models such as Llama and OpenAI
- Has made contributions to opensource
- Had pursued projects in both school and in their personal time in the AI world
- Proficient in Microsoft Office applications
- Excellent communication skills, ability and willingness to tackle complex problems
Salary: $25-32/hr
Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact reasonable_accommodation@mastercard.com and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly.
**Corporate Security Responsibility**
All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must:
+ Abide by Mastercard's security policies and practices;
+ Ensure the confidentiality and integrity of the information being accessed;
+ Report any suspected information security violation or breach, and
+ Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines.
In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary and may be eligible for an annual bonus or commissions depending on the role. The base salary offered may vary depending on multiple factors, including but not limited to location, job-related knowledge, skills, and experience. Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance); flexible spending account and health savings account; paid leaves (including 16 weeks of new parent leave and up to 20 days of bereavement leave); 80 hours of Paid Sick and Safe Time, 25 days of vacation time and 5 personal days, pro-rated based on date of hire; 10 annual paid U.S. observed holidays; 401k with a best-in-class company match; deferred compensation for eligible roles; fitness reimbursement or on-site fitness facilities; eligibility for tuition reimbursement; and many more.
Supervisor, Operations System Support
Kansas City, MO job
Job Description
Americo is seeking a full-time Supervisor for our Operations System Support Team. This position exists to ensure that day-to-day business activities involving system support and processing are conducted efficiently and effectively, aligning with Americo's operational goals and strategies. This position is essential for coordinating resources, streamlining operational processes, and addressing challenges promptly, thereby supporting the organization's success in a competitive market.
Key Responsibilities:
Coaching, mentoring, developing, and training associates
Lead and/or be a subject matter expert (SME) on Operations projects
Ensure system modification requests and system reviews are completed timely and accurately by the team
Identify process improvement opportunities
Experience and Qualifications:
Ability to define responsibilities, delegate tasks, communicate departmental vision, and motivate team members
Proficient in MS Suite, including Excel and Word
Working knowledge of reporting tools (Tableau, SSRS, Power BI)
Strong organizational skills and ability to prioritize competing deadlines
Life insurance and annuity industry knowledge preferred
4 year college education or comparable work experience required
About Us
Americo: We're in this for life!
The roots of the Americo family of companies date back more than 100 years. Americo is a life insurance and annuity company providing innovative products to our customers. At Americo, it's the people who make things work, so we hope you join us!
What you'll love about working at Americo:
Compensation:
Our competitive pay and robust bonus program, offered to all associates, will make you feel valued.
Learning and development:
We prepare you for success with a comprehensive, paid training program. Additionally, our Talent Development team creates various development opportunities for associates at every stage of their careers.
Work-life balance:
We value work-life balance with our generous paid time off; you begin accruing hours every month, and they increase with tenure. All new hires earn over three weeks of paid time off annually, plus 11 paid company holidays! We also support new mothers with a maternity leave program, along with paid STD and LTD.
Health and well-being:
We commit to your health and well-being and are proud to offer comprehensive health and life insurance options, including FSA or HSA accounts and subsidies to support your health and fitness goals through vendor partnerships at The Y, Orange Theory, WW, and more.
Future planning:
Americo offers a 401(k) with a company match. We also have tuition reimbursement programs to further your education.
Giving back:
We support several local organizations, such as Ronald McDonald House, Hope Lodge, the American Red Cross, Harvesters, and many more. Our associates volunteer their time and donate money alongside the company to make a difference in our community.
The fun stuff:
Americo participates in the Kansas City Corporate Challenge, a great way to connect with coworkers. Additionally, we host events like a Royals Party at the K, a legendary Holiday Party, and in-office events with local vendors to allow associates to step away from work and enjoy each other's company.
Bustling environment:
Our newly renovated offices are conveniently located in downtown Kansas City, within walking distance of your favorite restaurants and attractions. Plus, you'll receive complimentary paid parking near our Americo offices - downtown parking is a premium, but we've got you covered.
#AMERICO
Manager, Finance Business Partner - Core Payments
OFallon, MO job
Our Purpose
Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential.
Title and Summary
Manager, Finance Business Partner - Core PaymentsOverview:
The Manager, Finance Business Partner - Core Payments at Mastercard will partner with our product and engineering teams to support business growth and ensure robust financial management.
We seek a strategic thinker with financial expertise and growing leadership skills. Collaboration, financial acumen, dedication and stakeholder management are key to success in this role. This role will partner with product and engineering groups in understanding the financial impacts of business decisions and serve as a strategic advisor, ensuring alignment with overall business strategy.
Role:
• Responsible for budgeting and forecasting short/long-term plans, as well as preparing and analyzing internal and external financial reports
• Responsible for closing month end financials and reporting variances to forecast
• Activities include managing risks and opportunities and monitoring the organization's revenue and expenses while considering macro-economic factors
• Engage with business partners and regularly interact with senior management to build relationships in order to effectively manage business unit financials
• Coordinate divisional budget and quarterly forecasts with director to achieve targets
• Detailed personnel forecasting, analysis and monitoring
• Partner with sourcing and business owners on analyzing vendor negotiations and proposals
• Help build out technology business management framework to enable the business to make more data-driven decisions
• Support monthly and quarterly internal and corporate reporting deliverables including operating reviews
• Identify process improvement opportunities and make significant contribution as part of project teams to support implementation of process improvements and other ad hoc initiatives
• Support and/or lead special projects and ad-hoc reporting as applicable
About you:
• Bachelor's Degree in Finance, Accounting, Business or equivalent combination of education and work experience in a financial analysis role
• Advanced degree (MBA, Master's) or professional certification (CMA, CPA) a plus
• Financial planning and analysis experience with progressively increasing responsibility
• Strong analytical skills with ability to work with multi-faceted issues. An eye for detail that is also able to step back and look at the big picture strategy
• Ability to perform successfully in a fast paced, rapidly changing environment and manage multiple priorities and assignments concurrently
• Background in IT financial management and accounting considered beneficial
• Effective communication and influencing skills; ability to build credibility and rapport with senior management
• Track record building internal and external business partnerships and storytelling
• Energetic and motivated team player with the ability to collaborate effectively across functions and teams, driving projects and key initiatives to successful completion
• Ability to work independently and to drive process improvement initiatives
• Strong organizational skills and sense of prioritization
• Good working knowledge of general accounting and internal controls
• Proven presentation skills, including strong oral and written capabilities
• Advanced knowledge of Excel & Powerpoint is required. Access, Oracle, Apptio, Agile IT methodology, Tableau, Power BI, Workday and Hyperion knowledge are a plus.Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact reasonable_accommodation@mastercard.com and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly.
Corporate Security Responsibility
All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must:
Abide by Mastercard's security policies and practices;
Ensure the confidentiality and integrity of the information being accessed;
Report any suspected information security violation or breach, and
Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines.
In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary and may be eligible for an annual bonus or commissions depending on the role. The base salary offered may vary depending on multiple factors, including but not limited to location, job-related knowledge, skills, and experience. Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance); flexible spending account and health savings account; paid leaves (including 16 weeks of new parent leave and up to 20 days of bereavement leave); 80 hours of Paid Sick and Safe Time, 25 days of vacation time and 5 personal days, pro-rated based on date of hire; 10 annual paid U.S. observed holidays; 401k with a best-in-class company match; deferred compensation for eligible roles; fitness reimbursement or on-site fitness facilities; eligibility for tuition reimbursement; and many more.
Pay Ranges
O'Fallon, Missouri: $102,000 - $158,000 USD
Auto-ApplyCommunity Banker III (52934)
Columbia, MO job
Community Banker III Make a Positive Impact First State Community Bank is seeking a quick learning, positive and energetic individual with a strong work ethic for a Community Banker III position. You'll be the jack-of-all-trades. The go-to-person for completing transactions or opening accounts. For many FSCB customers, you're the helpful, friendly face of the bank. People will turn to you for deposits and check-cashing, but they'll also turn to you for answers. Our best Community Bankers know their customers, understand their financial needs, and provide the right solution. They can seamlessly move from simply cashing a check to opening a business checking account.
Responsibilities in Accordance with Our Corporate Values
Professionalism
* Works as part of a team to create exceptional customer experiences
* Is a consistent advocate and ambassador of FSCB corporate values both inside and outside the bank
Accountability
* Build trust with customers by accurately and efficiently processing transactions
Initiative
* Develop and maintain accounts for new and existing customer relationships
Adaptability
* Constantly seek to improve the financial health of customers through the recommendation and education of FSCB products that meet their needs
What You Can Expect
* Competitive pay and benefits package - with variable compensation program based on team performance
* 401(k) with generous employer match benefit
* Helpful, qualified, and available leadership
* A caring, stable working environment
Qualifications
* High School Diploma or Equivalent
* Prior cash handling experience preferred
* Prior sales experience a plus
* Exceptional customer service skills
* Strong communication skills
* General clerical and office technology skills
Qualifications
Additional Information
Being a First Stater.....
Being a First Stater means that you roll up your sleeves and dig in. It means you work hard and do your best. It means that you enjoy learning new skills and are always eager to improve. It means you help the team by being a great teammate. It means you're passionate about making a difference in the lives of our customers and our communities. It means you consistently find new ways to improve our organization.
Do you have what it takes to be a First Stater?
Make a Difference - Apply Now!
First State Bancshares, Inc. is an Equal Opportunity Employer. All your information will be kept confidential according to EEO guidelines.
Director-Growth Marketing- Branch Channel
Saint Louis, MO job
This job posting is anticipated to remain open for 30 days, from 09-Oct-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. The Director, Growth Marketing Brand Channels, is responsible for driving firm revenue growth through acquisition, expansion and retention of millions of prospects and clients across US and Canada through connected online and offline experiences across multiple direct to consumer channels and financial advisors. The Director leads multiple key capabilities within Growth Marketing including: * Go-to-Market Strategy * Omni-Channel Planning and Journey Orchestration * Direct-to-Consumer Channels (including paid media and advertising, digital media, digital marketing including public website, direct mail, email and direct response marketing, social media) * Lead Management (lead nurturing, scoring and assignment) * Branch Marketing (including specific targeted, segmented marketing strategies and tools for financial advisors and markets to deploy growth marketing capabilities) The Director leads and directs multiple departments and teams to engage millions of prospects and clients along a multi-channel journey that propels them to become clients and deepen their wealth, maximizing in-market results. * Go-To-Market-Strategy - Sets the vision for highly complex differentiated go-to-market strategies for high- impact firm, business segment and marketing-driven initiatives to increase firm revenue. Lead teams to translate business revenue goals into marketing strategies activated through branch and direct to consumer channels and impact thousands of branch teams and millions of clients and prospects by defining audience targets and segments and deeply understanding the competitive landscape and our differentiated market position. * Omni-Channel Planning and Journeys - set the vision and strategy for Growth Marketing's omni-channel planning and journey orchestration. Lead teams to define and implement journey-based campaign plans to align to the go-to-market strategies and deliver on marketing KPIs, ROI targets and ultimately increase firm revenue. Deploy personalization across multiple touchpoints leveraging content strategy, dynamic channels, and advanced analytics. * Builds Relationships - Collaborate with and influence senior leaders at the highest level of the firm across US and Canada business segments to set firm and growth marketing goals and strategies and deliver on firm, US, and Canada P&L * Channel Management - Set the vision for multi-layered strategy that delivers on campaign plans, including segment specific prioritization and integration of all online/offline marketing channels (paid, owned, and earned) to propel prospects and clients to engage with the firm. Lead teams responsible for the delivery of value through multiple high-impact direct-to-consumer channels and anchored in the client journey informed by client needs. Manage media planning, buying and media budget in the tens of millions of dollars, optimizing spend to increase performance outcomes. Lead teams to measure, track and optimize in- market performance through analytics, insights, and feedback. * Lead Management - Accountable for the end-to-end lead management process including lead capture, lead nurturing, lead scoring and matching to the right Financial Advisor. Lead teams to ensure leads are managed and distributed or dispositioned. Lead teams to analyze performance to deliver on lead KPIs and drive client conversion. * Branch Marketing - Responsible for defining growth marketing strategy in target markets to attract and build client wealth. Sets the vision for segmented and tailored branch marketing plans that can be activated by financial advisors in communities or collectively across geographic markets. Lead teams to deliver omni- channel plans to branch teams through branch-facing channels. *
Bachelor's Degree and preferred Advanced Degree or Certification in related field * 15+ years of experience of driving marketing KPIs through go-to-market strategies, channels, and personalization. Significant leadership experience with increasing levels of responsibility * Significant digital and data-driven marketing background with proven in-market success having deployed integrated marketing campaigns across multiple channels *
Strong analytical skills with experience overseeing in-market testing, measurement, and analysis * Strong leadership skills. Expert ability to lead multiple projects/people at same time and manage complex matters or processes. Expert ability to deliver results and communicate with internal and external parties on many levels * Strong relationship building and influence skills, highly collaborative, strong emotional intelligence/maturity, and senior level executive presence * Advanced to expert capabilities in functional areas such as paid media and advertising, digital media, digital marketing including public website, direct mail, email and direct response marketing, social media At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.
Commercial Post Closing Review Specialist
Creve Coeur, MO job
The Commercial Loan Post Closing Review Specialist is part of the Post Closing Team in the Commercial Bank Service Support Department. This position is responsible for maintaining and imaging documents as related to Commercial loans.
Duties & Responsibilities
* Responsible for all aspects of document imaging into the Bank's imaging system for the Commercial Lending Division
* Perform quality control checks on imaged documents
* Correct errors to document placeholders, dates, and descriptions
* Serve as primary guardian of the Bank's vault that houses Commercial loan files for the Commercial Lending Division
* Maintain up to date paper files containing original documents received from all regions
* Track and send paper files to appropriate location when applicable
* Ensure vault is closed and secured at end of each day/complying with privacy policies and procedures to maintain customer confidentiality and information
* Daily monitoring of the Post Closing Department mailbox
* Support Commercial service support and branch personnel with document inquiries, issues, and/or borrower requests, as necessary
* Comply with all federal, state, and local regulatory rules and regulations governing financial institutions, as well as company policies and procedures
* Assist in special projects and other duties as assigned
Education & Experience
* Knowledge of:
* Strong oral and written communication skills
* Strong organizational skills
* Ability to:
* Multi-task and work independently
* Perform duties and make decisions under frequent time pressures
* Education and Training:
* Requires High School diploma
* Requires knowledge of Microsoft Office
Compensation and Benefits
Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.
(Base Pay Range: $18 - $22/hour)
Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.
Equal Opportunity
Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment.
Unsolicited Resumes
Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.
Auto-ApplyWinter/Spring 2027 Tax Intern
Williams-Keepers LLC job in Columbia, MO
Winter/Spring Tax Intern positions are available during the January - April timeframe in calendar year 2027. These in-person positions are available WK's Columbia and/or Jefferson City offices. Please specify a preferred office location when submitting application materials. Tax Internships are paid, hourly positions.
The Tax Intern is responsible for assisting with tax return preparation, tax law and related issues.
Essential Functions:
Form 1099 preparation.
Individual tax return preparation.
Preparation of schedules for various tax returns.
Preparation of corporate extensions.
Data entry for various projects.
Preparation of trial balances.
Perform assignments within specified hours and assigned due dates.
Develop efficient work habits - work must be accurate, organized and prompt.
Communicate effectively regarding work schedule, status of projects and other issues.
Learn how assigned tasks affect the final work product.
Follow regulations and professional ethics of the American Institute of Certified Public Accountants (AICPA) and Missouri Society of Certified Public Accountants (MSCPA).
Qualifications and Skills:
Interns should be pursuing a minimum of a bachelor's degree and/or master's degree in accounting.
Have at least a senior standing.
Knowledge of basic accounting principles.
Proficiency with the Microsoft Office suite and Adobe software platforms.
Excellent organizational and time management skills, with the ability to prioritize tasks and meet deadlines.
Exceptional attention to detail and accuracy, with a focus on delivering high-quality results.
Strong communication and interpersonal skills, with the ability to effectively collaborate with cross-functional teams.
Analytical mindset with problem-solving abilities.
Ability to work independently and handle multiple projects simultaneously.
Performance Expectations:
Adhere to all firm policies and procedures, as outlined in the Associate Handbook.
Be pleasant, courteous, and helpful with staff and clients.
Be efficient and organized when carrying out tasks.
Maintain a neat and organized work environment for maximum efficiency and productivity.
Maintain strict confidentiality of all client and business transactions.
Effectively manage numerous tasks and projects.
Demonstrate excellent written and verbal communication skills.
Demonstrate a professional attitude and support a teamwork-oriented environment.
Develop positive working relationships with clients and co-workers.
Must have exceptional attendance.
Professional Development:
The Tax Department Intern is expected to develop professionally by:
Participating in in‐house continuing professional education opportunities, when available.
Accepting additional responsibility, as determined appropriate by supervisors.
Representing the firm and promoting its image on campus.
Learning new technology the firm introduces into the work environment.
Physical Requirements:
Prolonged periods of sitting at a desk and working on a computer.
Must be able to lift 25 - 50 pounds at times.
Extended hours are required at certain times throughout the year, depending on client needs.
Keep in mind that the specific responsibilities and requirements of the Tax Intern may vary depending on the Firm's specific needs.
WK provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.