Do you love digging into data, organizing, and problem-solving? We want to hear from you! Were looking for a motivated, detail-oriented accountant to help keep our financial information in order and up to date. Youll be in charge of property accounting, producing monthly financial reports, and recording accurate information in our accounting software. If this sounds like you, we highly encourage you to apply. Compensation: $45,000 - $60,000 yearly Responsibilities: Manage and maintain accurate financial records for all properties under management. Prepare and deliver monthly financial reports, ensuring clarity and precision. Cash management consisting of selecting payables and requesting additional funding. Reconcile bank statements and resolve any discrepancies promptly. Collaborate with property managers to ensure timely and accurate rent collection. Assist in the preparation of annual budgets and forecasts to support strategic planning. Ensure compliance with all financial regulations and company policies. Assist with the year-end tax and audit process with the external CPA firm. Assist with in-house payroll processing as needed. Assist with administrative functions for properties as assigned. Perform other tasks and projects as assigned. Qualifications: Bachelor's degree in accounting or related field required Strong understanding of generally accepted accounting principles (GAAP) Must possess exceptional communication, problem-solving, and time management skills Experience with Excel, QuickBooks, and basic accounting systems Two years or more of accounting experience preferred (a plus if you have experience in the real estate industry). Ability to prepare and deliver clear, precise monthly financial reports. Ability to assist in preparing annual budgets and forecasts to support strategic planning. Accounting software knowledge required. RealPage, Yardi, or similar software experience preferred. About Company Our company, founded in 1977, is a dynamic, fast-growing property management and real estate investment company located in Hermitage, PA. The Hudson Companies is a family-owned and led company and is a 5-time recipient of the Best Places to Work in Pennsylvania Award. You will join a team of dedicated professionals who support our growing organization. Compensation details: 0 Yearly Salary PIaabb2-
12/05/2025
Full time
Do you love digging into data, organizing, and problem-solving? We want to hear from you! Were looking for a motivated, detail-oriented accountant to help keep our financial information in order and up to date. Youll be in charge of property accounting, producing monthly financial reports, and recording accurate information in our accounting software. If this sounds like you, we highly encourage you to apply. Compensation: $45,000 - $60,000 yearly Responsibilities: Manage and maintain accurate financial records for all properties under management. Prepare and deliver monthly financial reports, ensuring clarity and precision. Cash management consisting of selecting payables and requesting additional funding. Reconcile bank statements and resolve any discrepancies promptly. Collaborate with property managers to ensure timely and accurate rent collection. Assist in the preparation of annual budgets and forecasts to support strategic planning. Ensure compliance with all financial regulations and company policies. Assist with the year-end tax and audit process with the external CPA firm. Assist with in-house payroll processing as needed. Assist with administrative functions for properties as assigned. Perform other tasks and projects as assigned. Qualifications: Bachelor's degree in accounting or related field required Strong understanding of generally accepted accounting principles (GAAP) Must possess exceptional communication, problem-solving, and time management skills Experience with Excel, QuickBooks, and basic accounting systems Two years or more of accounting experience preferred (a plus if you have experience in the real estate industry). Ability to prepare and deliver clear, precise monthly financial reports. Ability to assist in preparing annual budgets and forecasts to support strategic planning. Accounting software knowledge required. RealPage, Yardi, or similar software experience preferred. About Company Our company, founded in 1977, is a dynamic, fast-growing property management and real estate investment company located in Hermitage, PA. The Hudson Companies is a family-owned and led company and is a 5-time recipient of the Best Places to Work in Pennsylvania Award. You will join a team of dedicated professionals who support our growing organization. Compensation details: 0 Yearly Salary PIaabb2-
Curious about a career with NorthPoint ? Join our team at NorthPoint as a part of our growing General Ledger Accounting team. The GL Accountant will be responsible for maintaining accurate and up-to-date financial records and performing various general ledger reconciliations. This role requires strong attention to detail, a solid understanding of accounting principles, and the ability to work collaboratively with cross-functional teams. Here, your skills will contribute to our dedicated accounting department, ensuring the efficiency and integrity of our financial data and processes. NorthPoint is a real estate developer that has grown through combining an entrepreneurial spirit and empowerment of its team members. NorthPoint provides an inclusive environment that cultivates collaboration, mentorship, and innovation. Our core values set the foundation of our culture and guide us in every business decision. We truly believe, and Im convinced, we have some pretty incredible assets. But those assets have all come from our people. - Nathaniel Hagedorn CEO. How We Put You First: At NorthPoint Development we ask a lot of our employees, which is why we give so much in return. In addition to your competitive salary, we offer market-leading benefits and perks: A selection of comprehensive medical, dental, and vision plans 401k with 100% match up to 6%, immediately vested upon enrollment Scholarships and paid professional development Robust Reimbursement Programs: Dependent Care, Tuition, Wellness Spending Account Onsite gym Mental Health Reimbursement Childcare Reimbursement $2,000 annual HRA and HSA contribution Free catered lunches every day + fully stocked kitchen Parental Paid Leave Flexible Spending Account Living Generously program with 100% charitable contribution match What Youll Do: Work closely with Real Estate Accountants and Corporate Accountants to ensure the complete, accurate, and reliable recording of financial information for projects. Compile monthly and quarterly financial reports for NorthPoint and its investors Manage loan covenant compliance Assist in compilation of monthly construction draw packages for lenders Assist in the investor distribution process Assist with the preparation of annual tax returns and financial audits Assist in the depreciation/amortization of fixed and intangible assets using proper accounting principles Assist in tracking of capital funding for each project, whether through partner/investor equity or loan funding Assist in the implementation and improvement of accounting processes and procedures Are you passionate about pushing the limits? Are you looking for the freedom to forge your future? If so, we want to talk to you! Who You Are: Bachelor's degree in Accounting or Business required CPA certification or progress towards certification is preferred Intensely curious and eager to learn Excellent attention to detail and outstanding analytical skills Strong knowledge of accounting principles, practices, and procedures Proficient in MS Office suite, especially excel and an understanding of Yardi or other accounting software preferred Strong communication and interpersonal skills Ability to work independently and collaboratively in a team environment Excited by a nicely organized process (preferred) NorthPoint is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. PI7dba216201fc-9130
12/05/2025
Full time
Curious about a career with NorthPoint ? Join our team at NorthPoint as a part of our growing General Ledger Accounting team. The GL Accountant will be responsible for maintaining accurate and up-to-date financial records and performing various general ledger reconciliations. This role requires strong attention to detail, a solid understanding of accounting principles, and the ability to work collaboratively with cross-functional teams. Here, your skills will contribute to our dedicated accounting department, ensuring the efficiency and integrity of our financial data and processes. NorthPoint is a real estate developer that has grown through combining an entrepreneurial spirit and empowerment of its team members. NorthPoint provides an inclusive environment that cultivates collaboration, mentorship, and innovation. Our core values set the foundation of our culture and guide us in every business decision. We truly believe, and Im convinced, we have some pretty incredible assets. But those assets have all come from our people. - Nathaniel Hagedorn CEO. How We Put You First: At NorthPoint Development we ask a lot of our employees, which is why we give so much in return. In addition to your competitive salary, we offer market-leading benefits and perks: A selection of comprehensive medical, dental, and vision plans 401k with 100% match up to 6%, immediately vested upon enrollment Scholarships and paid professional development Robust Reimbursement Programs: Dependent Care, Tuition, Wellness Spending Account Onsite gym Mental Health Reimbursement Childcare Reimbursement $2,000 annual HRA and HSA contribution Free catered lunches every day + fully stocked kitchen Parental Paid Leave Flexible Spending Account Living Generously program with 100% charitable contribution match What Youll Do: Work closely with Real Estate Accountants and Corporate Accountants to ensure the complete, accurate, and reliable recording of financial information for projects. Compile monthly and quarterly financial reports for NorthPoint and its investors Manage loan covenant compliance Assist in compilation of monthly construction draw packages for lenders Assist in the investor distribution process Assist with the preparation of annual tax returns and financial audits Assist in the depreciation/amortization of fixed and intangible assets using proper accounting principles Assist in tracking of capital funding for each project, whether through partner/investor equity or loan funding Assist in the implementation and improvement of accounting processes and procedures Are you passionate about pushing the limits? Are you looking for the freedom to forge your future? If so, we want to talk to you! Who You Are: Bachelor's degree in Accounting or Business required CPA certification or progress towards certification is preferred Intensely curious and eager to learn Excellent attention to detail and outstanding analytical skills Strong knowledge of accounting principles, practices, and procedures Proficient in MS Office suite, especially excel and an understanding of Yardi or other accounting software preferred Strong communication and interpersonal skills Ability to work independently and collaboratively in a team environment Excited by a nicely organized process (preferred) NorthPoint is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. PI7dba216201fc-9130
A client of TBC, a growing real estate management and construction company overseeing commercial, residential, retail, and hospitality properties, is seeking a Staff Accountant / Bookkeeper. This role focuses on accounts payable processing, data entry, invoice tracking, and routine account reconciliations. The position requires extensive use of accounting platforms such as AppFolio, Yardi, Sage, and QuickBooks to ensure accurate, organized, and up-to-date financial records. ESSENTIAL FUNCTIONS: 1. Data Entry and reconciliation of client daily activity in Accounting Software's. 2. Perform regular bank reconciliations, credit card reconciliations, and account reconciliations. 3. Accounts Payable & Invoice Processing 4. Collect worker's compensation insurance, maintain vendor files 5. General Bookkeeping & Administrative Support 6. Other reasonable duties assigned. MINIMUM REQUIREMENTS • Associate's Degree in Accounting or related field or an accounting certification • Experience working in accounts payable and/or receivable and general ledger. Experience in financial roles within construction and/or real estate management is preferred. • Strong knowledge of generally accepted accounting principles • Ability to perform several tasks concurrently with ease and professionalism. • High degree of accuracy, attention to detail and confidentiality • Ability to work well under pressure in a fast-paced environment. • Proficient in accounting and knowledge of accounting software systems. The organization currently uses several platforms for various business units. Experience with AppFolio, Yardi, Sage, or Square is strongly preferred. • Can communicate clearly in verbal and in written form • This position is contingent on the satisfactory completion of a background check. Compensation details: 0 Yearly Salary PIafd2e56be1dc-7676
12/05/2025
Full time
A client of TBC, a growing real estate management and construction company overseeing commercial, residential, retail, and hospitality properties, is seeking a Staff Accountant / Bookkeeper. This role focuses on accounts payable processing, data entry, invoice tracking, and routine account reconciliations. The position requires extensive use of accounting platforms such as AppFolio, Yardi, Sage, and QuickBooks to ensure accurate, organized, and up-to-date financial records. ESSENTIAL FUNCTIONS: 1. Data Entry and reconciliation of client daily activity in Accounting Software's. 2. Perform regular bank reconciliations, credit card reconciliations, and account reconciliations. 3. Accounts Payable & Invoice Processing 4. Collect worker's compensation insurance, maintain vendor files 5. General Bookkeeping & Administrative Support 6. Other reasonable duties assigned. MINIMUM REQUIREMENTS • Associate's Degree in Accounting or related field or an accounting certification • Experience working in accounts payable and/or receivable and general ledger. Experience in financial roles within construction and/or real estate management is preferred. • Strong knowledge of generally accepted accounting principles • Ability to perform several tasks concurrently with ease and professionalism. • High degree of accuracy, attention to detail and confidentiality • Ability to work well under pressure in a fast-paced environment. • Proficient in accounting and knowledge of accounting software systems. The organization currently uses several platforms for various business units. Experience with AppFolio, Yardi, Sage, or Square is strongly preferred. • Can communicate clearly in verbal and in written form • This position is contingent on the satisfactory completion of a background check. Compensation details: 0 Yearly Salary PIafd2e56be1dc-7676
Curious about a career with NorthPoint ? Join our team at NorthPoint as a part of our growing General Ledger Accounting team. The GL Accountant will be responsible for maintaining accurate and up-to-date financial records and performing various general ledger reconciliations. This role requires strong attention to detail, a solid understanding of accounting principles, and the ability to work collaboratively with cross-functional teams. Here, your skills will contribute to our dedicated accounting department, ensuring the efficiency and integrity of our financial data and processes. NorthPoint is a real estate developer that has grown through combining an entrepreneurial spirit and empowerment of its team members. NorthPoint provides an inclusive environment that cultivates collaboration, mentorship, and innovation. Our core values set the foundation of our culture and guide us in every business decision. We truly believe, and Im convinced, we have some pretty incredible assets. But those assets have all come from our people. - Nathaniel Hagedorn CEO. How We Put You First: At NorthPoint Development we ask a lot of our employees, which is why we give so much in return. In addition to your competitive salary, we offer market-leading benefits and perks: A selection of comprehensive medical, dental, and vision plans 401k with 100% match up to 6%, immediately vested upon enrollment Scholarships and paid professional development Robust Reimbursement Programs: Dependent Care, Tuition, Wellness Spending Account Onsite gym Mental Health Reimbursement Childcare Reimbursement $2,000 annual HRA and HSA contribution Free catered lunches every day + fully stocked kitchen Parental Paid Leave Flexible Spending Account Living Generously program with 100% charitable contribution match What Youll Do: Work closely with Real Estate Accountants and Corporate Accountants to ensure the complete, accurate, and reliable recording of financial information for projects. Compile monthly and quarterly financial reports for NorthPoint and its investors Manage loan covenant compliance Assist in compilation of monthly construction draw packages for lenders Assist in the investor distribution process Assist with the preparation of annual tax returns and financial audits Assist in the depreciation/amortization of fixed and intangible assets using proper accounting principles Assist in tracking of capital funding for each project, whether through partner/investor equity or loan funding Assist in the implementation and improvement of accounting processes and procedures Are you passionate about pushing the limits? Are you looking for the freedom to forge your future? If so, we want to talk to you! Who You Are: Bachelor's degree in Accounting or Business required CPA certification or progress towards certification is preferred Intensely curious and eager to learn Excellent attention to detail and outstanding analytical skills Strong knowledge of accounting principles, practices, and procedures Proficient in MS Office suite, especially excel and an understanding of Yardi or other accounting software preferred Strong communication and interpersonal skills Ability to work independently and collaboratively in a team environment Excited by a nicely organized process (preferred) NorthPoint is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. PI7dba216201fc-9130
12/05/2025
Full time
Curious about a career with NorthPoint ? Join our team at NorthPoint as a part of our growing General Ledger Accounting team. The GL Accountant will be responsible for maintaining accurate and up-to-date financial records and performing various general ledger reconciliations. This role requires strong attention to detail, a solid understanding of accounting principles, and the ability to work collaboratively with cross-functional teams. Here, your skills will contribute to our dedicated accounting department, ensuring the efficiency and integrity of our financial data and processes. NorthPoint is a real estate developer that has grown through combining an entrepreneurial spirit and empowerment of its team members. NorthPoint provides an inclusive environment that cultivates collaboration, mentorship, and innovation. Our core values set the foundation of our culture and guide us in every business decision. We truly believe, and Im convinced, we have some pretty incredible assets. But those assets have all come from our people. - Nathaniel Hagedorn CEO. How We Put You First: At NorthPoint Development we ask a lot of our employees, which is why we give so much in return. In addition to your competitive salary, we offer market-leading benefits and perks: A selection of comprehensive medical, dental, and vision plans 401k with 100% match up to 6%, immediately vested upon enrollment Scholarships and paid professional development Robust Reimbursement Programs: Dependent Care, Tuition, Wellness Spending Account Onsite gym Mental Health Reimbursement Childcare Reimbursement $2,000 annual HRA and HSA contribution Free catered lunches every day + fully stocked kitchen Parental Paid Leave Flexible Spending Account Living Generously program with 100% charitable contribution match What Youll Do: Work closely with Real Estate Accountants and Corporate Accountants to ensure the complete, accurate, and reliable recording of financial information for projects. Compile monthly and quarterly financial reports for NorthPoint and its investors Manage loan covenant compliance Assist in compilation of monthly construction draw packages for lenders Assist in the investor distribution process Assist with the preparation of annual tax returns and financial audits Assist in the depreciation/amortization of fixed and intangible assets using proper accounting principles Assist in tracking of capital funding for each project, whether through partner/investor equity or loan funding Assist in the implementation and improvement of accounting processes and procedures Are you passionate about pushing the limits? Are you looking for the freedom to forge your future? If so, we want to talk to you! Who You Are: Bachelor's degree in Accounting or Business required CPA certification or progress towards certification is preferred Intensely curious and eager to learn Excellent attention to detail and outstanding analytical skills Strong knowledge of accounting principles, practices, and procedures Proficient in MS Office suite, especially excel and an understanding of Yardi or other accounting software preferred Strong communication and interpersonal skills Ability to work independently and collaboratively in a team environment Excited by a nicely organized process (preferred) NorthPoint is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. PI7dba216201fc-9130
Curious about a career with NorthPoint ? Join our team at NorthPoint as a part of our growing General Ledger Accounting team. The GL Accountant will be responsible for maintaining accurate and up-to-date financial records and performing various general ledger reconciliations. This role requires strong attention to detail, a solid understanding of accounting principles, and the ability to work collaboratively with cross-functional teams. Here, your skills will contribute to our dedicated accounting department, ensuring the efficiency and integrity of our financial data and processes. NorthPoint is a real estate developer that has grown through combining an entrepreneurial spirit and empowerment of its team members. NorthPoint provides an inclusive environment that cultivates collaboration, mentorship, and innovation. Our core values set the foundation of our culture and guide us in every business decision. We truly believe, and Im convinced, we have some pretty incredible assets. But those assets have all come from our people. - Nathaniel Hagedorn CEO. How We Put You First: At NorthPoint Development we ask a lot of our employees, which is why we give so much in return. In addition to your competitive salary, we offer market-leading benefits and perks: A selection of comprehensive medical, dental, and vision plans 401k with 100% match up to 6%, immediately vested upon enrollment Scholarships and paid professional development Robust Reimbursement Programs: Dependent Care, Tuition, Wellness Spending Account Onsite gym Mental Health Reimbursement Childcare Reimbursement $2,000 annual HRA and HSA contribution Free catered lunches every day + fully stocked kitchen Parental Paid Leave Flexible Spending Account Living Generously program with 100% charitable contribution match What Youll Do: Work closely with Real Estate Accountants and Corporate Accountants to ensure the complete, accurate, and reliable recording of financial information for projects. Compile monthly and quarterly financial reports for NorthPoint and its investors Manage loan covenant compliance Assist in compilation of monthly construction draw packages for lenders Assist in the investor distribution process Assist with the preparation of annual tax returns and financial audits Assist in the depreciation/amortization of fixed and intangible assets using proper accounting principles Assist in tracking of capital funding for each project, whether through partner/investor equity or loan funding Assist in the implementation and improvement of accounting processes and procedures Are you passionate about pushing the limits? Are you looking for the freedom to forge your future? If so, we want to talk to you! Who You Are: Bachelor's degree in Accounting or Business required CPA certification or progress towards certification is preferred Intensely curious and eager to learn Excellent attention to detail and outstanding analytical skills Strong knowledge of accounting principles, practices, and procedures Proficient in MS Office suite, especially excel and an understanding of Yardi or other accounting software preferred Strong communication and interpersonal skills Ability to work independently and collaboratively in a team environment Excited by a nicely organized process (preferred) NorthPoint is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. PI7dba216201fc-9130
12/05/2025
Full time
Curious about a career with NorthPoint ? Join our team at NorthPoint as a part of our growing General Ledger Accounting team. The GL Accountant will be responsible for maintaining accurate and up-to-date financial records and performing various general ledger reconciliations. This role requires strong attention to detail, a solid understanding of accounting principles, and the ability to work collaboratively with cross-functional teams. Here, your skills will contribute to our dedicated accounting department, ensuring the efficiency and integrity of our financial data and processes. NorthPoint is a real estate developer that has grown through combining an entrepreneurial spirit and empowerment of its team members. NorthPoint provides an inclusive environment that cultivates collaboration, mentorship, and innovation. Our core values set the foundation of our culture and guide us in every business decision. We truly believe, and Im convinced, we have some pretty incredible assets. But those assets have all come from our people. - Nathaniel Hagedorn CEO. How We Put You First: At NorthPoint Development we ask a lot of our employees, which is why we give so much in return. In addition to your competitive salary, we offer market-leading benefits and perks: A selection of comprehensive medical, dental, and vision plans 401k with 100% match up to 6%, immediately vested upon enrollment Scholarships and paid professional development Robust Reimbursement Programs: Dependent Care, Tuition, Wellness Spending Account Onsite gym Mental Health Reimbursement Childcare Reimbursement $2,000 annual HRA and HSA contribution Free catered lunches every day + fully stocked kitchen Parental Paid Leave Flexible Spending Account Living Generously program with 100% charitable contribution match What Youll Do: Work closely with Real Estate Accountants and Corporate Accountants to ensure the complete, accurate, and reliable recording of financial information for projects. Compile monthly and quarterly financial reports for NorthPoint and its investors Manage loan covenant compliance Assist in compilation of monthly construction draw packages for lenders Assist in the investor distribution process Assist with the preparation of annual tax returns and financial audits Assist in the depreciation/amortization of fixed and intangible assets using proper accounting principles Assist in tracking of capital funding for each project, whether through partner/investor equity or loan funding Assist in the implementation and improvement of accounting processes and procedures Are you passionate about pushing the limits? Are you looking for the freedom to forge your future? If so, we want to talk to you! Who You Are: Bachelor's degree in Accounting or Business required CPA certification or progress towards certification is preferred Intensely curious and eager to learn Excellent attention to detail and outstanding analytical skills Strong knowledge of accounting principles, practices, and procedures Proficient in MS Office suite, especially excel and an understanding of Yardi or other accounting software preferred Strong communication and interpersonal skills Ability to work independently and collaboratively in a team environment Excited by a nicely organized process (preferred) NorthPoint is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. PI7dba216201fc-9130
Curious about a career with NorthPoint ? Join our team at NorthPoint as a part of our growing General Ledger Accounting team. The GL Accountant will be responsible for maintaining accurate and up-to-date financial records and performing various general ledger reconciliations. This role requires strong attention to detail, a solid understanding of accounting principles, and the ability to work collaboratively with cross-functional teams. Here, your skills will contribute to our dedicated accounting department, ensuring the efficiency and integrity of our financial data and processes. NorthPoint is a real estate developer that has grown through combining an entrepreneurial spirit and empowerment of its team members. NorthPoint provides an inclusive environment that cultivates collaboration, mentorship, and innovation. Our core values set the foundation of our culture and guide us in every business decision. "We truly believe, and I'm convinced, we have some pretty incredible assets. But those assets have all come from our people." - Nathaniel Hagedorn CEO. How We Put You First: At NorthPoint Development we ask a lot of our employees, which is why we give so much in return. In addition to your competitive salary, we offer market-leading benefits and perks: A selection of comprehensive medical, dental, and vision plans 401k with 100% match up to 6%, immediately vested upon enrollment Scholarships and paid professional development Robust Reimbursement Programs: Dependent Care, Tuition, Wellness Spending Account Onsite gym Mental Health Reimbursement Childcare Reimbursement $2,000 annual HRA and HSA contribution Free catered lunches every day + fully stocked kitchen Parental Paid Leave Flexible Spending Account Living Generously program with 100% charitable contribution match What You'll Do: Work closely with Real Estate Accountants and Corporate Accountants to ensure the complete, accurate, and reliable recording of financial information for projects. Compile monthly and quarterly financial reports for NorthPoint and its investors Manage loan covenant compliance Assist in compilation of monthly construction draw packages for lenders Assist in the investor distribution process Assist with the preparation of annual tax returns and financial audits Assist in the depreciation/amortization of fixed and intangible assets using proper accounting principles Assist in tracking of capital funding for each project, whether through partner/investor equity or loan funding Assist in the implementation and improvement of accounting processes and procedures Are you passionate about pushing the limits? Are you looking for the freedom to forge your future? If so, we want to talk to you! Who You Are: Bachelor's degree in Accounting or Business required CPA certification or progress towards certification is preferred Intensely curious and eager to learn Excellent attention to detail and outstanding analytical skills Strong knowledge of accounting principles, practices, and procedures Proficient in MS Office suite, especially excel and an understanding of Yardi or other accounting software preferred Strong communication and interpersonal skills Ability to work independently and collaboratively in a team environment Excited by a nicely organized process (preferred) NorthPoint is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. PI50f13f7a558e-9130
12/03/2025
Full time
Curious about a career with NorthPoint ? Join our team at NorthPoint as a part of our growing General Ledger Accounting team. The GL Accountant will be responsible for maintaining accurate and up-to-date financial records and performing various general ledger reconciliations. This role requires strong attention to detail, a solid understanding of accounting principles, and the ability to work collaboratively with cross-functional teams. Here, your skills will contribute to our dedicated accounting department, ensuring the efficiency and integrity of our financial data and processes. NorthPoint is a real estate developer that has grown through combining an entrepreneurial spirit and empowerment of its team members. NorthPoint provides an inclusive environment that cultivates collaboration, mentorship, and innovation. Our core values set the foundation of our culture and guide us in every business decision. "We truly believe, and I'm convinced, we have some pretty incredible assets. But those assets have all come from our people." - Nathaniel Hagedorn CEO. How We Put You First: At NorthPoint Development we ask a lot of our employees, which is why we give so much in return. In addition to your competitive salary, we offer market-leading benefits and perks: A selection of comprehensive medical, dental, and vision plans 401k with 100% match up to 6%, immediately vested upon enrollment Scholarships and paid professional development Robust Reimbursement Programs: Dependent Care, Tuition, Wellness Spending Account Onsite gym Mental Health Reimbursement Childcare Reimbursement $2,000 annual HRA and HSA contribution Free catered lunches every day + fully stocked kitchen Parental Paid Leave Flexible Spending Account Living Generously program with 100% charitable contribution match What You'll Do: Work closely with Real Estate Accountants and Corporate Accountants to ensure the complete, accurate, and reliable recording of financial information for projects. Compile monthly and quarterly financial reports for NorthPoint and its investors Manage loan covenant compliance Assist in compilation of monthly construction draw packages for lenders Assist in the investor distribution process Assist with the preparation of annual tax returns and financial audits Assist in the depreciation/amortization of fixed and intangible assets using proper accounting principles Assist in tracking of capital funding for each project, whether through partner/investor equity or loan funding Assist in the implementation and improvement of accounting processes and procedures Are you passionate about pushing the limits? Are you looking for the freedom to forge your future? If so, we want to talk to you! Who You Are: Bachelor's degree in Accounting or Business required CPA certification or progress towards certification is preferred Intensely curious and eager to learn Excellent attention to detail and outstanding analytical skills Strong knowledge of accounting principles, practices, and procedures Proficient in MS Office suite, especially excel and an understanding of Yardi or other accounting software preferred Strong communication and interpersonal skills Ability to work independently and collaboratively in a team environment Excited by a nicely organized process (preferred) NorthPoint is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. PI50f13f7a558e-9130
We are looking for an experienced Operations Manager to work directly with the Law Firm Owner to manage day-to-day operations, improve processes, and ensure our team consistently delivers exceptional service to clients. This is a management-level position, ideal for someone with a strong management background in law firm operations or professional services, who loves leading people, implementing systems, and driving measurable results. The compensation plan includes a salary, benefits, and incentives driven by performance towards defined and tracked goals and KPIs. Compensation: $ 65,000 - $85,000 yearly + health insurance stipend + retirement benefits. Compensation: $65,000 - $85,000 Responsibilities: Essential Duties: Ensures clients and matters move through the workflow pipeline at the right pace and that tasks are completed on time Oversees the quality and timeliness of work done & meeting deadlines Manages office facilities and office supply inventory Assists the Owner and future Legal Administrator with recruitment, hiring, and general human resources operations Supervises the work of the non-lawyer support staff and vendors Administers payroll (verifying work hours, leave time, overtime) and benefits Oversees the Firms case management, contact management, and document management Creates, implements, improves, and makes sure everyone is following the Firm's policies and procedures Prepares Dashboards and Status Reports for the Owner and future Administrator Handles training and onboarding for new employees KPI review and management Managing projects to enhance or update company operations Qualifications: Experience Needed: Minimum of 5 years of management and operations experience, overseeing 20+ employees Prior legal or other professional services management experience is REQUIRED Managing bookkeepers, accountants, technology services, and other vendors HR and People management experience: employee engagement, team leadership, supervision, termination, hiring, KPIs, evaluations, payroll, benefits Accounting, QBO, Analysis of financial reporting, AP, and AR Policy andProcedures, SOPs, compliance, and risk management Managing anextensive list of vendors, contractnegotiations, etc Technology: CRMs, CMS, and MS Office Excellent organizational, analytical, and leadership skills We care about skills and experience. We care just as much about your behaviors, habits, and attitudes. The right person for this role must: Not only adapt to change, but lead change - drive it and thrive in it Talk more about the solution than the problem Have keen conflict resolution skills (not conflict avoidance skills) Have a sense of humor in equal measure to your sense of compassion, while demonstrating emotional intelligence and professionalism Be comfortable managing multiple priorities with poise and efficiency In-person position About Company Grimaldi Law Firm isnt your typical legal shopwere a fast-growing, mission-driven firm thats redefining what it means to support families through lifes biggest decisions. From estate planning to real estate closings, we help people protect what matters most and build lasting wealth. And we dont stop there. Our team is passionate about helping families prepare for the what-ifs in life with customized, full-service estate and trust solutions that bring peace of mind, transforming how families build and protect their legacy. We provide premium estate planning, seamless real estate closings, and wealth-protection legal services throughout Florida. Grimaldi Law Firm is a fast-growing, mission-driven firm We believe in: Legacy. Leadership. Protection. Elevation. If you're ready to join a high-performance team and close meaningful, high-impact deals apply now and bring your A-game. Compensation details: 0 Yearly Salary PI926b2ae83c3f-3700
12/03/2025
Full time
We are looking for an experienced Operations Manager to work directly with the Law Firm Owner to manage day-to-day operations, improve processes, and ensure our team consistently delivers exceptional service to clients. This is a management-level position, ideal for someone with a strong management background in law firm operations or professional services, who loves leading people, implementing systems, and driving measurable results. The compensation plan includes a salary, benefits, and incentives driven by performance towards defined and tracked goals and KPIs. Compensation: $ 65,000 - $85,000 yearly + health insurance stipend + retirement benefits. Compensation: $65,000 - $85,000 Responsibilities: Essential Duties: Ensures clients and matters move through the workflow pipeline at the right pace and that tasks are completed on time Oversees the quality and timeliness of work done & meeting deadlines Manages office facilities and office supply inventory Assists the Owner and future Legal Administrator with recruitment, hiring, and general human resources operations Supervises the work of the non-lawyer support staff and vendors Administers payroll (verifying work hours, leave time, overtime) and benefits Oversees the Firms case management, contact management, and document management Creates, implements, improves, and makes sure everyone is following the Firm's policies and procedures Prepares Dashboards and Status Reports for the Owner and future Administrator Handles training and onboarding for new employees KPI review and management Managing projects to enhance or update company operations Qualifications: Experience Needed: Minimum of 5 years of management and operations experience, overseeing 20+ employees Prior legal or other professional services management experience is REQUIRED Managing bookkeepers, accountants, technology services, and other vendors HR and People management experience: employee engagement, team leadership, supervision, termination, hiring, KPIs, evaluations, payroll, benefits Accounting, QBO, Analysis of financial reporting, AP, and AR Policy andProcedures, SOPs, compliance, and risk management Managing anextensive list of vendors, contractnegotiations, etc Technology: CRMs, CMS, and MS Office Excellent organizational, analytical, and leadership skills We care about skills and experience. We care just as much about your behaviors, habits, and attitudes. The right person for this role must: Not only adapt to change, but lead change - drive it and thrive in it Talk more about the solution than the problem Have keen conflict resolution skills (not conflict avoidance skills) Have a sense of humor in equal measure to your sense of compassion, while demonstrating emotional intelligence and professionalism Be comfortable managing multiple priorities with poise and efficiency In-person position About Company Grimaldi Law Firm isnt your typical legal shopwere a fast-growing, mission-driven firm thats redefining what it means to support families through lifes biggest decisions. From estate planning to real estate closings, we help people protect what matters most and build lasting wealth. And we dont stop there. Our team is passionate about helping families prepare for the what-ifs in life with customized, full-service estate and trust solutions that bring peace of mind, transforming how families build and protect their legacy. We provide premium estate planning, seamless real estate closings, and wealth-protection legal services throughout Florida. Grimaldi Law Firm is a fast-growing, mission-driven firm We believe in: Legacy. Leadership. Protection. Elevation. If you're ready to join a high-performance team and close meaningful, high-impact deals apply now and bring your A-game. Compensation details: 0 Yearly Salary PI926b2ae83c3f-3700
Do you love digging into data, organizing, and problem-solving? We want to hear from you! We're looking for a motivated, detail-oriented accountant to help keep our financial information in order and up to date. You'll be in charge of property accounting, producing monthly financial reports, and recording accurate information in our accounting software. If this sounds like you, we highly encourage you to apply. Compensation: $45,000 - $60,000 yearly Responsibilities: Manage and maintain accurate financial records for all properties under management. Prepare and deliver monthly financial reports, ensuring clarity and precision. Cash management consisting of selecting payables and requesting additional funding. Reconcile bank statements and resolve any discrepancies promptly. Collaborate with property managers to ensure timely and accurate rent collection. Assist in the preparation of annual budgets and forecasts to support strategic planning. Ensure compliance with all financial regulations and company policies. Assist with the year-end tax and audit process with the external CPA firm. Assist with in-house payroll processing as needed. Assist with administrative functions for properties as assigned. Perform other tasks and projects as assigned. Qualifications: Bachelor's degree in accounting or related field required Strong understanding of generally accepted accounting principles (GAAP) Must possess exceptional communication, problem-solving, and time management skills Experience with Excel, QuickBooks, and basic accounting systems Two years or more of accounting experience preferred (a plus if you have experience in the real estate industry). Ability to prepare and deliver clear, precise monthly financial reports. Ability to assist in preparing annual budgets and forecasts to support strategic planning. Accounting software knowledge required. RealPage, Yardi, or similar software experience preferred. About Company Our company, founded in 1977, is a dynamic, fast-growing property management and real estate investment company located in Hermitage, PA. The Hudson Companies is a family-owned and led company and is a 5-time recipient of the Best Places to Work in Pennsylvania Award. You will join a team of dedicated professionals who support our growing organization. Compensation details: 0 Yearly Salary PId610e07d039d-9640
12/02/2025
Full time
Do you love digging into data, organizing, and problem-solving? We want to hear from you! We're looking for a motivated, detail-oriented accountant to help keep our financial information in order and up to date. You'll be in charge of property accounting, producing monthly financial reports, and recording accurate information in our accounting software. If this sounds like you, we highly encourage you to apply. Compensation: $45,000 - $60,000 yearly Responsibilities: Manage and maintain accurate financial records for all properties under management. Prepare and deliver monthly financial reports, ensuring clarity and precision. Cash management consisting of selecting payables and requesting additional funding. Reconcile bank statements and resolve any discrepancies promptly. Collaborate with property managers to ensure timely and accurate rent collection. Assist in the preparation of annual budgets and forecasts to support strategic planning. Ensure compliance with all financial regulations and company policies. Assist with the year-end tax and audit process with the external CPA firm. Assist with in-house payroll processing as needed. Assist with administrative functions for properties as assigned. Perform other tasks and projects as assigned. Qualifications: Bachelor's degree in accounting or related field required Strong understanding of generally accepted accounting principles (GAAP) Must possess exceptional communication, problem-solving, and time management skills Experience with Excel, QuickBooks, and basic accounting systems Two years or more of accounting experience preferred (a plus if you have experience in the real estate industry). Ability to prepare and deliver clear, precise monthly financial reports. Ability to assist in preparing annual budgets and forecasts to support strategic planning. Accounting software knowledge required. RealPage, Yardi, or similar software experience preferred. About Company Our company, founded in 1977, is a dynamic, fast-growing property management and real estate investment company located in Hermitage, PA. The Hudson Companies is a family-owned and led company and is a 5-time recipient of the Best Places to Work in Pennsylvania Award. You will join a team of dedicated professionals who support our growing organization. Compensation details: 0 Yearly Salary PId610e07d039d-9640
Curious about a career with NorthPoint? NorthPoint is a real estate developer that has grown through combining an entrepreneurial spirit and empowerment of its team members. We are looking for a Real Estate Accountant to keep up with our ever-changing projects and provide support to the accounting department. NorthPoint provides an inclusive environment that cultivates collaboration and mentorship. Our core values set the foundation of our culture and guide us in every business decision. "We truly believe, and I'm convinced, we have some pretty incredible assets. But those assets have all come from our people." - Nathaniel Hagedorn CEO. How We Put You First: At NorthPoint Development we ask a lot of our employees, which is why we give so much in return. In addition to your competitive salary, we offer market-leading benefits and perks: A selection of comprehensive medical, dental, and vision plans 401k with 100% match up to 6%, immediately vested upon enrollment Scholarships and paid professional development Robust Reimbursement Programs: Dependent Care, Tuition, Wellness Spending Account Onsite gym Mental Health Reimbursement Childcare Reimbursement $2,000 annual HRA and HSA contribution Free catered lunches every day + fully stocked kitchen Parental Paid Leave Flexible Spending Account Living Generously program with 100% charitable contribution match What You'll Do Coordinate with Development Managers to help prepare, maintain and monitor construction project budgets for new projects, primarily through the Yardi accounting system Communicate with Development Managers on coding invoices, getting approvals, making budget revisions, preparing ad-hoc reports, and providing other timely support Prepare monthly construction draw packages for lenders Compile monthly and quarterly financial reports for NorthPoint and its investors Prepare and enter monthly journal entries as part of closing out financial periods Work closely with property managers to prepare annual operating budgets and forecasts for each entity managed Complete bank reconciliations on a monthly basis for all entities managed Manage and track the funding of capital for each project, whether through partner/investor equity or loan funding Assist in preparing capital outlay reports Assist with the preparation of annual tax returns and financial audits Prepare depreciation and amortization schedules to accurately track assets Depreciate and amortize fixed and intangible assets using proper accounting principles Are you passionate about pushing the limits? Are you looking for the freedom to forge your future? If so, we want to talk to you! Who You Are Accounting or business degree required Master's in business or accounting (completed or in progress) preferred CPA or desire to obtain a CPA license preferred Two or more years of work experience preferred We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. PI20d4417e10f9-6746
12/02/2025
Full time
Curious about a career with NorthPoint? NorthPoint is a real estate developer that has grown through combining an entrepreneurial spirit and empowerment of its team members. We are looking for a Real Estate Accountant to keep up with our ever-changing projects and provide support to the accounting department. NorthPoint provides an inclusive environment that cultivates collaboration and mentorship. Our core values set the foundation of our culture and guide us in every business decision. "We truly believe, and I'm convinced, we have some pretty incredible assets. But those assets have all come from our people." - Nathaniel Hagedorn CEO. How We Put You First: At NorthPoint Development we ask a lot of our employees, which is why we give so much in return. In addition to your competitive salary, we offer market-leading benefits and perks: A selection of comprehensive medical, dental, and vision plans 401k with 100% match up to 6%, immediately vested upon enrollment Scholarships and paid professional development Robust Reimbursement Programs: Dependent Care, Tuition, Wellness Spending Account Onsite gym Mental Health Reimbursement Childcare Reimbursement $2,000 annual HRA and HSA contribution Free catered lunches every day + fully stocked kitchen Parental Paid Leave Flexible Spending Account Living Generously program with 100% charitable contribution match What You'll Do Coordinate with Development Managers to help prepare, maintain and monitor construction project budgets for new projects, primarily through the Yardi accounting system Communicate with Development Managers on coding invoices, getting approvals, making budget revisions, preparing ad-hoc reports, and providing other timely support Prepare monthly construction draw packages for lenders Compile monthly and quarterly financial reports for NorthPoint and its investors Prepare and enter monthly journal entries as part of closing out financial periods Work closely with property managers to prepare annual operating budgets and forecasts for each entity managed Complete bank reconciliations on a monthly basis for all entities managed Manage and track the funding of capital for each project, whether through partner/investor equity or loan funding Assist in preparing capital outlay reports Assist with the preparation of annual tax returns and financial audits Prepare depreciation and amortization schedules to accurately track assets Depreciate and amortize fixed and intangible assets using proper accounting principles Are you passionate about pushing the limits? Are you looking for the freedom to forge your future? If so, we want to talk to you! Who You Are Accounting or business degree required Master's in business or accounting (completed or in progress) preferred CPA or desire to obtain a CPA license preferred Two or more years of work experience preferred We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. PI20d4417e10f9-6746
Civista Bank Description: Position Purpose: Responsible for management and growth of long-term profitable relationships with high-net worth individuals ($1Million in investable assets and above), medical professionals and emerging affluent clientele using high touch banking, financial planning, credit and other financial solutions. Key Accountabilities, Responsibilities and Expectations: Understand the needs of wealthy clients and cater to those requirements. Depending on the market place - Dedicate a percentage of time to existing clients, providing a superior client service experience and specifically addressing the comprehensive holistic needs of each individual client with banking options, wealth strategies, and lending solutions. Open, close and service client deposit accounts; Coordinate and follow through on client requests for products and services (i.e., open/close accounts, check orders, credit drawdowns/pay downs, credit card requests, etc.), take consumer loan applications and process loan documents; sell investment products and provide financial advice (Series 7 and Series 63 licenses preferred), or refer client to appropriate department. Confidentially manage daily client transactions and inquiries accurately, within established deadlines and in accordance with firm business policies and procedures, as well as applicable FINRA and other federal regulations. Provide high quality, high touch service to Private Banking clients. Responsible for monitoring and maintaining client accounts across complex structures and a wide variety of products. Acts as a trusted advisor, provide solid solutions and simplifies the client's life to achieve financial goals. Use deep knowledge of the relationship and available sales tools / reports to independently identify and execute cross-sell and up-sell opportunities. Resolve client problems as needed/warranted and other duties as needed Monitor and manage existing credit relationships. Build and manage lifelong client relationships with a certain number of high net-worth individuals (generally 75 - 125 account relationships). Depending on the market place - Dedicate a percentage of time to prospecting and new client acquisition. Develop internal and external referral sources to cultivate prospect opportunities. Depending on the market place - Dedicate a percentage of time to developing relationship with internal clients including mortgage/consumer/commercial lenders, business bankers, branch leaders and wealth managers. Attend all sales team meeting. Refer clients to trust and investment management department; commercial/consumer loan department and wealth management as the need presents itself Research, follow-up and resolve client inquiries and issues through effective interaction with clients, advisors, product partners, branch/operations teams and other staff in a timely and professional manner. Work within a team environment with trust and investment personnel, commercial/consumer lending personnel, and retail staff in order to provide optimal client service. Depending on the market place - Dedicate a percentage of time to developing relationship with external COIs including attorneys, CPAs, Physician Recruiters, Medical Professionals, Real Estate agents, etc. Meet one-on-one, host seminars/mixers, plan collaborative events, etc. with the goal of deepen relationships and encouraging the sharing of prospect referrals. Represent the Bank at community civic club and service club events Develop a Business Plan which details yearly & quarterly new client, lending & wealth goals with action plan for achievement of these goals. Take pride in exceeding goals as assigned by management and maintain accountability for client acquisition, growth and retention. Track all Client, Prospect, Internal Customer & Internal Customer interaction and pertinent information in Salesforce. Maintain up-to-date calendar & pipeline reports including monthly mortgage report. Depending on the market place - Dedicate a percentage of time on the road traveling to meet with internal and external customers; stay in contact with office and other clients via laptop computer, i-pad and cellular phone. May have to call on clients at home during evenings and weekends, as needed/required to meet their service requests. Requirements: Qualifications, Knowledge and Skills: Five years of retail banking experience preferred. Additional experience in sales or marketing, trust department products and consumer lending products preferred. Previous Private Banking Experience preferred. Bachelor's Degree in Business Administration, Finance, Banking or equivalent work experience; additional training provided by financial institution. Series 7 registered representative and Series 63 brokerage licenses preferred. Excellent relationship management, client service and communication skills are a prerequisite as well as an entrepreneurial orientation. Strong ethics and integrity is crucial as work involves extensive personal contact with others and/or is usually of a personal or sensitive nature. A significant level of trust and diplomacy is required, in addition to being courteous and having tact. Work may involve motivating or influencing others. Outside contacts are important and ability to foster sound relationships with other entities (lawyers, accountants, etc.) is necessary. Strong sales experience; experience dealing with public accounting and law firms helpful. Good knowledge of consumer banking, credit and business banking services; basic experience handling trusts, investments, tax insurance, real estate management, estate planning and financial planning, credit training preferred. Solid Computer literacy (Word, Excel, PowerPoint and CRM) with accurate data entry skills; proficient knowledge of working with spreadsheet and creating formulas. Ability to become proficient in use of specific software required for position. A high level of initiative, thoroughness, accuracy and organizational skills required. Ability to be a self-starter and work without direct supervision. Detail oriented with strong analytical skills. High level of confidentiality required. Excellent oral and written communication skills. Ability to manage multiple priorities/projects with varied deadlines. EOE - Race/Sex/Disability/Veteran This Position Description is not a complete statement of all duties and responsibilities comprising this position. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time. PI7f7eb89d5-
12/01/2025
Full time
Civista Bank Description: Position Purpose: Responsible for management and growth of long-term profitable relationships with high-net worth individuals ($1Million in investable assets and above), medical professionals and emerging affluent clientele using high touch banking, financial planning, credit and other financial solutions. Key Accountabilities, Responsibilities and Expectations: Understand the needs of wealthy clients and cater to those requirements. Depending on the market place - Dedicate a percentage of time to existing clients, providing a superior client service experience and specifically addressing the comprehensive holistic needs of each individual client with banking options, wealth strategies, and lending solutions. Open, close and service client deposit accounts; Coordinate and follow through on client requests for products and services (i.e., open/close accounts, check orders, credit drawdowns/pay downs, credit card requests, etc.), take consumer loan applications and process loan documents; sell investment products and provide financial advice (Series 7 and Series 63 licenses preferred), or refer client to appropriate department. Confidentially manage daily client transactions and inquiries accurately, within established deadlines and in accordance with firm business policies and procedures, as well as applicable FINRA and other federal regulations. Provide high quality, high touch service to Private Banking clients. Responsible for monitoring and maintaining client accounts across complex structures and a wide variety of products. Acts as a trusted advisor, provide solid solutions and simplifies the client's life to achieve financial goals. Use deep knowledge of the relationship and available sales tools / reports to independently identify and execute cross-sell and up-sell opportunities. Resolve client problems as needed/warranted and other duties as needed Monitor and manage existing credit relationships. Build and manage lifelong client relationships with a certain number of high net-worth individuals (generally 75 - 125 account relationships). Depending on the market place - Dedicate a percentage of time to prospecting and new client acquisition. Develop internal and external referral sources to cultivate prospect opportunities. Depending on the market place - Dedicate a percentage of time to developing relationship with internal clients including mortgage/consumer/commercial lenders, business bankers, branch leaders and wealth managers. Attend all sales team meeting. Refer clients to trust and investment management department; commercial/consumer loan department and wealth management as the need presents itself Research, follow-up and resolve client inquiries and issues through effective interaction with clients, advisors, product partners, branch/operations teams and other staff in a timely and professional manner. Work within a team environment with trust and investment personnel, commercial/consumer lending personnel, and retail staff in order to provide optimal client service. Depending on the market place - Dedicate a percentage of time to developing relationship with external COIs including attorneys, CPAs, Physician Recruiters, Medical Professionals, Real Estate agents, etc. Meet one-on-one, host seminars/mixers, plan collaborative events, etc. with the goal of deepen relationships and encouraging the sharing of prospect referrals. Represent the Bank at community civic club and service club events Develop a Business Plan which details yearly & quarterly new client, lending & wealth goals with action plan for achievement of these goals. Take pride in exceeding goals as assigned by management and maintain accountability for client acquisition, growth and retention. Track all Client, Prospect, Internal Customer & Internal Customer interaction and pertinent information in Salesforce. Maintain up-to-date calendar & pipeline reports including monthly mortgage report. Depending on the market place - Dedicate a percentage of time on the road traveling to meet with internal and external customers; stay in contact with office and other clients via laptop computer, i-pad and cellular phone. May have to call on clients at home during evenings and weekends, as needed/required to meet their service requests. Requirements: Qualifications, Knowledge and Skills: Five years of retail banking experience preferred. Additional experience in sales or marketing, trust department products and consumer lending products preferred. Previous Private Banking Experience preferred. Bachelor's Degree in Business Administration, Finance, Banking or equivalent work experience; additional training provided by financial institution. Series 7 registered representative and Series 63 brokerage licenses preferred. Excellent relationship management, client service and communication skills are a prerequisite as well as an entrepreneurial orientation. Strong ethics and integrity is crucial as work involves extensive personal contact with others and/or is usually of a personal or sensitive nature. A significant level of trust and diplomacy is required, in addition to being courteous and having tact. Work may involve motivating or influencing others. Outside contacts are important and ability to foster sound relationships with other entities (lawyers, accountants, etc.) is necessary. Strong sales experience; experience dealing with public accounting and law firms helpful. Good knowledge of consumer banking, credit and business banking services; basic experience handling trusts, investments, tax insurance, real estate management, estate planning and financial planning, credit training preferred. Solid Computer literacy (Word, Excel, PowerPoint and CRM) with accurate data entry skills; proficient knowledge of working with spreadsheet and creating formulas. Ability to become proficient in use of specific software required for position. A high level of initiative, thoroughness, accuracy and organizational skills required. Ability to be a self-starter and work without direct supervision. Detail oriented with strong analytical skills. High level of confidentiality required. Excellent oral and written communication skills. Ability to manage multiple priorities/projects with varied deadlines. EOE - Race/Sex/Disability/Veteran This Position Description is not a complete statement of all duties and responsibilities comprising this position. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time. PI7f7eb89d5-