The Glenview Trust Company
Louisville, Kentucky
THE GLENVIEW TRUST COMPANY WEALTH MANAGEMENT Client Service Specialist BASIC FUNCTION The Client Service Specialist provides administrative support to the Trust Principals, including calendar management, organization and prioritization of documents and files, and coordination of meetings and conference calls, as well as required materials. The Client Service Specialist resolves concerns, including financial matters, and serves as the initial contact for Glenview clients and beneficiaries. The Client Service Specialist takes action on behalf of clients within Client Service Specialist authority , directing other client questions and issues to the appropriate party for response. This position executes the administrative functions associated with the opening, closing and transfer of assets for client accounts. The Client Service Specialist position also assists with the administration and monitoring of selected assets. This position also ensures all accounts are updated with changes in client information and communicates those changes to appropriate parties. ORGANIZATIONAL RELATIONSHIPS Reports to: Supervises: Client Services Coordinator This position has no supervisory responsibilities. SPECIFIC DUTIES AND RESPONSIBILITIES Resolves concerns and takes action on behalf of clients, including certain financial transactions within Client Service Specialist authority, and directs other client questions and issues to the appropriate party for response. Has authority to commit Company financial resources to a pre-determined level to resolve client issues. Collect and review information regarding the client's income, assets, investments, or debts. Serves as the initial contact for clients and beneficiaries. Performs functions related to contact and communication with clients and beneficiaries, including scheduling annual contact plan meetings for Trust Principal and updating contact plan information in Salesforce. P rovides administrative support to the Trust Principal, calendar management, organization and prioritization of documents and files, and coordination of meetings and conference calls, and timely preparation of any required materials. Prepares and assembles meeting materials for the Trust and Investment Principals, including the gathering of data, updating previous data and formatting of presentation materials. Assists the Trust Principal with new client set up and welcome standards. Prepares new account opening memo and other forms or documents for Trust Principal's review. Establishes and updates beneficiary and recipient name and address records, statement cycles, cash distributions, and other communications related to clients. Answers client telephone calls and returns missed calls within 24 hours. Conducts proactive calling within prescribed contact standards. Composes letters and documents for Trust Principal's signature as required. Clears or pends overdrafts according to established banking and company procedures or upon specific direction of the Trust Principal, reviews daily activity for correctness, proper posting, and overdrafts. Posts deposits to accounts. Establishes and processes disbursements, tracks credit advices, reviews and establishes bill pay process for reoccurring client bills and pays non-reoccurring bills. Completes financial transactions and processes personal and charitable cash gifts within Client Service Specialist authority and/or as directed by Principal. Documents discretionary distributions with appropriate forms, for Principal review. Provides maintenance to trust system for account and client information as needed or directed. May prepare Account Opening and Closing forms for Trust Principal's review and approval. Establishes alerts when needed and as directed by Principal. Monitors and completes actions, as necessary. Works with Operations to establish and maintain payroll information for client employees as directed by Principal. Creates estate planning folder when directed. Sends original documents to the vault and copy to estate planning files and Smart Search. Updates Salesforce estate planning tab. Updates flow charts as needed by Principal. Establishes and updates family office reports and customized spreadsheets or as directed by Principal. Disseminates to client on pre-determined schedule. Assists with tax processing as required by Principal. Performs research and projects as requested by Principal. Provides general office support and office housekeeping as needed. Attends Company and industry-related meetings, as required. Establishes individual goals which are aligned with the Company's business strategies and objectives. Functions as a contributing member of the department's team and other teams, as assigned. Performs other duties, including special projects, as assigned by executive leadership. STANDARDS OF PERFORMANCE Excellent organization and calendar management support for Trust Principal s. Ongoing attention to the image and standard of professionalism for both the Trust Principal, as well as the Company. Professional and timely communications with clients and appropriate parties. Timely and accurate input of data related to clients in the Glenview Trust Company systems. Timely and accurate preparation of meeting materials. Accurate and timely completion of projects and/or reports. Prompt response to missed calls. Maintenance of Company and client information in a confidential manner. MENTAL AND PHYSICAL REQUIREMENTS Ability to manage a large volume of complex tasks and meet required deadlines of the company and its clients. Ability to communicate effectively and professionally with clients, beneficiaries, and affiliated parties. Ability to maintain a high level of concentration with frequent time pressures and constant interruptions. Ability to sit for extended periods of time. Ability to maintain sustained visual attention for considerable periods of time. EDUCATION, EXPERIENCE AND TRAINING Minimum of a 2-year Associate degree required; 4-year Bachelors' Degree preferred. Minimum of 5 years' experience providing administrative support. Experience within a legal or financial organization with experience in Trust Administration preferred Experience managing relationships with high profile clients. Demonstrated ability using the Microsoft Office suite, particularly Word, Excel and PowerPoint required Salesforce experience a plus. Glenview Trust is an Equal Opportunity Employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, veteran status, disability, or any other category protected by law. Compensation details: 0 Yearly Salary PI7f94a0d90c40-1156
THE GLENVIEW TRUST COMPANY WEALTH MANAGEMENT Client Service Specialist BASIC FUNCTION The Client Service Specialist provides administrative support to the Trust Principals, including calendar management, organization and prioritization of documents and files, and coordination of meetings and conference calls, as well as required materials. The Client Service Specialist resolves concerns, including financial matters, and serves as the initial contact for Glenview clients and beneficiaries. The Client Service Specialist takes action on behalf of clients within Client Service Specialist authority , directing other client questions and issues to the appropriate party for response. This position executes the administrative functions associated with the opening, closing and transfer of assets for client accounts. The Client Service Specialist position also assists with the administration and monitoring of selected assets. This position also ensures all accounts are updated with changes in client information and communicates those changes to appropriate parties. ORGANIZATIONAL RELATIONSHIPS Reports to: Supervises: Client Services Coordinator This position has no supervisory responsibilities. SPECIFIC DUTIES AND RESPONSIBILITIES Resolves concerns and takes action on behalf of clients, including certain financial transactions within Client Service Specialist authority, and directs other client questions and issues to the appropriate party for response. Has authority to commit Company financial resources to a pre-determined level to resolve client issues. Collect and review information regarding the client's income, assets, investments, or debts. Serves as the initial contact for clients and beneficiaries. Performs functions related to contact and communication with clients and beneficiaries, including scheduling annual contact plan meetings for Trust Principal and updating contact plan information in Salesforce. P rovides administrative support to the Trust Principal, calendar management, organization and prioritization of documents and files, and coordination of meetings and conference calls, and timely preparation of any required materials. Prepares and assembles meeting materials for the Trust and Investment Principals, including the gathering of data, updating previous data and formatting of presentation materials. Assists the Trust Principal with new client set up and welcome standards. Prepares new account opening memo and other forms or documents for Trust Principal's review. Establishes and updates beneficiary and recipient name and address records, statement cycles, cash distributions, and other communications related to clients. Answers client telephone calls and returns missed calls within 24 hours. Conducts proactive calling within prescribed contact standards. Composes letters and documents for Trust Principal's signature as required. Clears or pends overdrafts according to established banking and company procedures or upon specific direction of the Trust Principal, reviews daily activity for correctness, proper posting, and overdrafts. Posts deposits to accounts. Establishes and processes disbursements, tracks credit advices, reviews and establishes bill pay process for reoccurring client bills and pays non-reoccurring bills. Completes financial transactions and processes personal and charitable cash gifts within Client Service Specialist authority and/or as directed by Principal. Documents discretionary distributions with appropriate forms, for Principal review. Provides maintenance to trust system for account and client information as needed or directed. May prepare Account Opening and Closing forms for Trust Principal's review and approval. Establishes alerts when needed and as directed by Principal. Monitors and completes actions, as necessary. Works with Operations to establish and maintain payroll information for client employees as directed by Principal. Creates estate planning folder when directed. Sends original documents to the vault and copy to estate planning files and Smart Search. Updates Salesforce estate planning tab. Updates flow charts as needed by Principal. Establishes and updates family office reports and customized spreadsheets or as directed by Principal. Disseminates to client on pre-determined schedule. Assists with tax processing as required by Principal. Performs research and projects as requested by Principal. Provides general office support and office housekeeping as needed. Attends Company and industry-related meetings, as required. Establishes individual goals which are aligned with the Company's business strategies and objectives. Functions as a contributing member of the department's team and other teams, as assigned. Performs other duties, including special projects, as assigned by executive leadership. STANDARDS OF PERFORMANCE Excellent organization and calendar management support for Trust Principal s. Ongoing attention to the image and standard of professionalism for both the Trust Principal, as well as the Company. Professional and timely communications with clients and appropriate parties. Timely and accurate input of data related to clients in the Glenview Trust Company systems. Timely and accurate preparation of meeting materials. Accurate and timely completion of projects and/or reports. Prompt response to missed calls. Maintenance of Company and client information in a confidential manner. MENTAL AND PHYSICAL REQUIREMENTS Ability to manage a large volume of complex tasks and meet required deadlines of the company and its clients. Ability to communicate effectively and professionally with clients, beneficiaries, and affiliated parties. Ability to maintain a high level of concentration with frequent time pressures and constant interruptions. Ability to sit for extended periods of time. Ability to maintain sustained visual attention for considerable periods of time. EDUCATION, EXPERIENCE AND TRAINING Minimum of a 2-year Associate degree required; 4-year Bachelors' Degree preferred. Minimum of 5 years' experience providing administrative support. Experience within a legal or financial organization with experience in Trust Administration preferred Experience managing relationships with high profile clients. Demonstrated ability using the Microsoft Office suite, particularly Word, Excel and PowerPoint required Salesforce experience a plus. Glenview Trust is an Equal Opportunity Employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, veteran status, disability, or any other category protected by law. Compensation details: 0 Yearly Salary PI7f94a0d90c40-1156
Berkeley Research Group, LLC
Boston, Massachusetts
BRG is an Equal Employment Opportunity/Affirmative Action Employer. All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability, or protected veteran status. Position Title: Consultant - Corporate Finance - Healthcare Location: Boston, MA Position Type: Full time Requisition ID: JR100116 Description: We do Consulting Differently BRG Corporate Finance is a leader in providing multidisciplinary services to companies, private equity sponsors, lenders and other companies. BRG professionals have advised in some of the most complex corporate turnarounds, operational improvement implementations and finance process improvement engagements. Our healthcare team engages across our core service lines - turnaround and restructuring, performance improvement and finance excellence - to deliver superior outcomes to BRG Corporate Finance's healthcare clients. The Consultant position is a junior-staff level role that requires a motivated problem solver with strong analytical abilities, organizational skills, and a desire to advance within the organization. An entrepreneurial spirit and the ability to apply creative solutions are essential. Responsibilities include both execution and oversight of engagement workstreams that may be qualitative or quantitative in nature. Primary Focus: We are seeking qualified individuals to join our Corporate Finance Healthcare Team, including individuals with experience in: Turnaround and Restructuring Operational Performance Improvement, such as revenue cycle, supply chain, labor management and clinical operations Finance Excellence, including finance processes, system effectiveness and FP&A Merger Integration Operational Diligence Responsibilities: Contribute to the day-to-day activities of BRG Corporate Finance client service teams executing on business improvement initiatives for our Health Care clients. Utilize business, finance, accounting, and analytical skills to prepare and execute transactions using financial modeling and analysis, financial and operational process optimization, data management, analytics and visualization, business plan assessments, financial technology enablement, transaction support, and finance transformation. Improve decision-making, enable business partnering and drive shareholder value. Develop the content for and lead the preparation of high quality, refined reports, written analyses, presentations, and other client deliverables. Qualifications: Bachelor's degree; Minimum four (4+) years of relevant experience; Ability to assist in supervising engagement teams in a fast-growing, entrepreneurial consulting practice including assisting in marketing, recruiting, training, client pitches and product and practice development; Expertise in performing analysis (particularly in Excel), including constructing and understanding financial models, cash flows and scenario analyses is preferred; Strong knowledge of basic corporate financial and operational processes, budgeting and forecasting, accounting close, treasury, order-to-cash and procure-to-pay; Supervise client service Senior Associates and Associates; General knowledge of financial ERP, EPM, BI technologies and other finance and corporate performance management tools; CFA, CPA (or equivalent), or technical/GAAP accounting expertise is welcomed; Ability to process and analyze large volumes of financial and operational data; Ability to interpret the results of qualitative and quantitative analysis and develop insights and recommendations; and Willingness to travel as needed. Candidate must be able to submit verification of their legal right to work in the United States, without company sponsorship. PM22 About BRG BRG combines world-leading academic credentials with world-tested business expertise purpose-built for agility and connectivity, which sets us apart-and gets you ahead. At BRG, our top-tier professionals include specialist consultants, industry experts, renowned academics, and leading-edge data scientists. Together, they bring a diversity of proven real-world experience to economics, disputes, and investigations; corporate finance; and performance improvement services that address the most complex challenges for organizations across the globe. Our unique structure nurtures the interdisciplinary relationships that give us the edge, laying the groundwork for more informed insights and more original, incisive thinking from diverse perspectives that, when paired with our global reach and resources, make us uniquely capable to address our clients' challenges. We get results because we know how to apply our thinking to your world. At BRG, we don't just show you what's possible. We're built to help you make it happen. BRG is proud to be an Equal Opportunity Employer. Our hiring practices provide equal opportunity for employment without regard to race, religion, color, sex, gender, national origin, age, United States military veteran status, ancestry, sexual orientation, marital status, family structure, medical condition including genetic characteristics or information, veteran status, or mental or physical disability so long as the essential functions of the job can be performed with or without reasonable accommodation, or any other protected category under federal, state, or local law. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities PI8cc1367d5-
BRG is an Equal Employment Opportunity/Affirmative Action Employer. All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability, or protected veteran status. Position Title: Consultant - Corporate Finance - Healthcare Location: Boston, MA Position Type: Full time Requisition ID: JR100116 Description: We do Consulting Differently BRG Corporate Finance is a leader in providing multidisciplinary services to companies, private equity sponsors, lenders and other companies. BRG professionals have advised in some of the most complex corporate turnarounds, operational improvement implementations and finance process improvement engagements. Our healthcare team engages across our core service lines - turnaround and restructuring, performance improvement and finance excellence - to deliver superior outcomes to BRG Corporate Finance's healthcare clients. The Consultant position is a junior-staff level role that requires a motivated problem solver with strong analytical abilities, organizational skills, and a desire to advance within the organization. An entrepreneurial spirit and the ability to apply creative solutions are essential. Responsibilities include both execution and oversight of engagement workstreams that may be qualitative or quantitative in nature. Primary Focus: We are seeking qualified individuals to join our Corporate Finance Healthcare Team, including individuals with experience in: Turnaround and Restructuring Operational Performance Improvement, such as revenue cycle, supply chain, labor management and clinical operations Finance Excellence, including finance processes, system effectiveness and FP&A Merger Integration Operational Diligence Responsibilities: Contribute to the day-to-day activities of BRG Corporate Finance client service teams executing on business improvement initiatives for our Health Care clients. Utilize business, finance, accounting, and analytical skills to prepare and execute transactions using financial modeling and analysis, financial and operational process optimization, data management, analytics and visualization, business plan assessments, financial technology enablement, transaction support, and finance transformation. Improve decision-making, enable business partnering and drive shareholder value. Develop the content for and lead the preparation of high quality, refined reports, written analyses, presentations, and other client deliverables. Qualifications: Bachelor's degree; Minimum four (4+) years of relevant experience; Ability to assist in supervising engagement teams in a fast-growing, entrepreneurial consulting practice including assisting in marketing, recruiting, training, client pitches and product and practice development; Expertise in performing analysis (particularly in Excel), including constructing and understanding financial models, cash flows and scenario analyses is preferred; Strong knowledge of basic corporate financial and operational processes, budgeting and forecasting, accounting close, treasury, order-to-cash and procure-to-pay; Supervise client service Senior Associates and Associates; General knowledge of financial ERP, EPM, BI technologies and other finance and corporate performance management tools; CFA, CPA (or equivalent), or technical/GAAP accounting expertise is welcomed; Ability to process and analyze large volumes of financial and operational data; Ability to interpret the results of qualitative and quantitative analysis and develop insights and recommendations; and Willingness to travel as needed. Candidate must be able to submit verification of their legal right to work in the United States, without company sponsorship. PM22 About BRG BRG combines world-leading academic credentials with world-tested business expertise purpose-built for agility and connectivity, which sets us apart-and gets you ahead. At BRG, our top-tier professionals include specialist consultants, industry experts, renowned academics, and leading-edge data scientists. Together, they bring a diversity of proven real-world experience to economics, disputes, and investigations; corporate finance; and performance improvement services that address the most complex challenges for organizations across the globe. Our unique structure nurtures the interdisciplinary relationships that give us the edge, laying the groundwork for more informed insights and more original, incisive thinking from diverse perspectives that, when paired with our global reach and resources, make us uniquely capable to address our clients' challenges. We get results because we know how to apply our thinking to your world. At BRG, we don't just show you what's possible. We're built to help you make it happen. BRG is proud to be an Equal Opportunity Employer. Our hiring practices provide equal opportunity for employment without regard to race, religion, color, sex, gender, national origin, age, United States military veteran status, ancestry, sexual orientation, marital status, family structure, medical condition including genetic characteristics or information, veteran status, or mental or physical disability so long as the essential functions of the job can be performed with or without reasonable accommodation, or any other protected category under federal, state, or local law. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities PI8cc1367d5-