Scope of Role We are looking for an International Tax Senior Analyst to join our growing tax department to support our international tax function. This position will report directly to the International Tax Director. The role will provide support for mainly global tax planning, global transfer pricing, and assist with compliance and tax accounting. This position provides the individual with an opportunity to work in a dynamic environment of a Fortune company. We are looking for a self-starter who is not afraid to tackle large datasets and has strong verbal and written communication skills. The position has the flexibility for the individual to make an impact on the organization, as many of the modeling and calculations will contribute to the company's business strategies. There is opportunity for the individual to provide input on improving tax processes. This individual will need to stay current to US tax concepts through training and research, as the US tax environment continues to evolve. Key Responsibilities Assist with compliance and calculations such as E&P, GILTI, SubF and Other Inclusions and FTC models Compile and reconcile intercompany related transactions for US and foreign documentation Work with the international tax director and the international tax manager on special projects that support corporate business strategies and tax planning opportunities Compute the appropriate transfer pricing adjustments for certain jurisdictions Identify opportunities to improve current processes and procedures as they relate to tax Research and document tax law changes and rulings affecting business operations Review foreign income tax returns and review and prepare U.S. informational returns for foreign entities (5471, 8858, 8865) to ensure accurate reporting and compliance with domestic and foreign tax law Develop and train tax interns or tax analysts Requirements Education: Bachelor's degree in Accounting, or related field Masters in Tax or Accounting with a Tax minor or specialization is preferred, but not required. CPA or JD preferred. Skills and Experience: 4+ years overall experience in global income tax reporting Strong communication skills with the ability to work independently Proactive problem solver and innovative thinker Ability to interact and team with professionals in various global functional areas to resolve complex tax issues throughout the organization Detail oriented and excellent analytical skills Proficiency with Microsoft applications, especially Microsoft Excel Working knowledge of various reporting systems is preferred (i.e., Hyperion, OneStream) Working knowledge of tax technology solutions (Corptax Compliance and Provision) is a plus. Support the quarterly provision process through preparation of tax workpapers and forecasts Assist with transfer pricing documentation Prepare, analyze, and review tax depreciation reports Work on time sensitive, confidential projects Project management Expand tax knowledge and maintain certification by completion of continuing education Support audit responses and requests for information from taxing authorities Support research of tax compliance issues and planning matters Benefits Medical, Dental, Vision and Prescription Drug Coverage Spending accounts (HSA, Health Care FSA and Dependent Care FSA) Paid Time Off and Holidays 401k Retirement Plan with Matching Employer Contributions Life and Accidental Death & Dismemberment (AD&D) Insurance Paid Leaves Tuition Assistance About Regal Rexnord Regal Rexnord Corporation ("Regal Rexnord") is a leading manufacturer of electric motors, electrical motion controls, power generation and mechanical power transmission products and sub-systems, serving customers around the world in the general industrial, consumer, commercial construction, food & beverage, and alternative energy end markets, among others. Regal Rexnord sells its products and solutions to OEMs, through distributors, and directly to end-users. Regal Rexnord is a $7.2B company with 36,000 associates globally. You may not know it, but Regal Rexnord impacts your life every day. The company's products enable the fans in HVAC systems that keep us comfortable; the power source that keeps smart buildings running; the agricultural and food service equipment that keeps us fed; and the conveyer systems that keep e-commerce flowing, to name a few of the applications where our products are used. Regal Rexnord's business purpose is to create a better tomorrow by energy-efficiently converting power into motion. This means creating innovative solutions while focusing on both customer needs and the company's commitment to sustainability. The company's industrial powertrain and automation solutions offerings are an important part of the company's growth strategy. The company's strategy includes leveraging 80/20 to prioritize all activities, including product excellence, operational excellence and commercial excellence (i) driving organic sales growth through the introduction of innovative new products, with a particular focus on improving energy efficiency, (ii) establishing and maintaining new customers, as well as developing new opportunities with existing customers, (iii) participating in higher growth end markets and geographies, and (iv) identifying and consummating strategic, value creating acquisitions. Equal Employment Opportunity Statement Regal Rexnord is an Equal Opportunity and Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex/gender, sexual orientation, gender identity, age, ancestry, national origin, marital status, citizenship status (unless required by the applicable law or government contract), disability or protected veteran status or any other status or characteristic protected by law. Regal Rexnord is committed to a diverse and inclusive workforce. We are committed to building a team that represents diverse and inclusive backgrounds, perspectives, and skills. Notification to Agencies : Please note that Regal Rexnord Corporation and its affiliates and subsidiaries ("Regal Rexnord") do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement or similar contract and approval from HR to submit resumes for a specific requisition, Regal Rexnord will not consider or approve payment to any third-parties for hires made.
09/24/2023
Full time
Scope of Role We are looking for an International Tax Senior Analyst to join our growing tax department to support our international tax function. This position will report directly to the International Tax Director. The role will provide support for mainly global tax planning, global transfer pricing, and assist with compliance and tax accounting. This position provides the individual with an opportunity to work in a dynamic environment of a Fortune company. We are looking for a self-starter who is not afraid to tackle large datasets and has strong verbal and written communication skills. The position has the flexibility for the individual to make an impact on the organization, as many of the modeling and calculations will contribute to the company's business strategies. There is opportunity for the individual to provide input on improving tax processes. This individual will need to stay current to US tax concepts through training and research, as the US tax environment continues to evolve. Key Responsibilities Assist with compliance and calculations such as E&P, GILTI, SubF and Other Inclusions and FTC models Compile and reconcile intercompany related transactions for US and foreign documentation Work with the international tax director and the international tax manager on special projects that support corporate business strategies and tax planning opportunities Compute the appropriate transfer pricing adjustments for certain jurisdictions Identify opportunities to improve current processes and procedures as they relate to tax Research and document tax law changes and rulings affecting business operations Review foreign income tax returns and review and prepare U.S. informational returns for foreign entities (5471, 8858, 8865) to ensure accurate reporting and compliance with domestic and foreign tax law Develop and train tax interns or tax analysts Requirements Education: Bachelor's degree in Accounting, or related field Masters in Tax or Accounting with a Tax minor or specialization is preferred, but not required. CPA or JD preferred. Skills and Experience: 4+ years overall experience in global income tax reporting Strong communication skills with the ability to work independently Proactive problem solver and innovative thinker Ability to interact and team with professionals in various global functional areas to resolve complex tax issues throughout the organization Detail oriented and excellent analytical skills Proficiency with Microsoft applications, especially Microsoft Excel Working knowledge of various reporting systems is preferred (i.e., Hyperion, OneStream) Working knowledge of tax technology solutions (Corptax Compliance and Provision) is a plus. Support the quarterly provision process through preparation of tax workpapers and forecasts Assist with transfer pricing documentation Prepare, analyze, and review tax depreciation reports Work on time sensitive, confidential projects Project management Expand tax knowledge and maintain certification by completion of continuing education Support audit responses and requests for information from taxing authorities Support research of tax compliance issues and planning matters Benefits Medical, Dental, Vision and Prescription Drug Coverage Spending accounts (HSA, Health Care FSA and Dependent Care FSA) Paid Time Off and Holidays 401k Retirement Plan with Matching Employer Contributions Life and Accidental Death & Dismemberment (AD&D) Insurance Paid Leaves Tuition Assistance About Regal Rexnord Regal Rexnord Corporation ("Regal Rexnord") is a leading manufacturer of electric motors, electrical motion controls, power generation and mechanical power transmission products and sub-systems, serving customers around the world in the general industrial, consumer, commercial construction, food & beverage, and alternative energy end markets, among others. Regal Rexnord sells its products and solutions to OEMs, through distributors, and directly to end-users. Regal Rexnord is a $7.2B company with 36,000 associates globally. You may not know it, but Regal Rexnord impacts your life every day. The company's products enable the fans in HVAC systems that keep us comfortable; the power source that keeps smart buildings running; the agricultural and food service equipment that keeps us fed; and the conveyer systems that keep e-commerce flowing, to name a few of the applications where our products are used. Regal Rexnord's business purpose is to create a better tomorrow by energy-efficiently converting power into motion. This means creating innovative solutions while focusing on both customer needs and the company's commitment to sustainability. The company's industrial powertrain and automation solutions offerings are an important part of the company's growth strategy. The company's strategy includes leveraging 80/20 to prioritize all activities, including product excellence, operational excellence and commercial excellence (i) driving organic sales growth through the introduction of innovative new products, with a particular focus on improving energy efficiency, (ii) establishing and maintaining new customers, as well as developing new opportunities with existing customers, (iii) participating in higher growth end markets and geographies, and (iv) identifying and consummating strategic, value creating acquisitions. Equal Employment Opportunity Statement Regal Rexnord is an Equal Opportunity and Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex/gender, sexual orientation, gender identity, age, ancestry, national origin, marital status, citizenship status (unless required by the applicable law or government contract), disability or protected veteran status or any other status or characteristic protected by law. Regal Rexnord is committed to a diverse and inclusive workforce. We are committed to building a team that represents diverse and inclusive backgrounds, perspectives, and skills. Notification to Agencies : Please note that Regal Rexnord Corporation and its affiliates and subsidiaries ("Regal Rexnord") do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement or similar contract and approval from HR to submit resumes for a specific requisition, Regal Rexnord will not consider or approve payment to any third-parties for hires made.
Overview / Responsibilities Wood is currently seeking an experienced Commercial Advisor to drive the commercial activities of our Power and Industrial (P&I) business, based in Fort Myers, FL The Commercial Advisor will report to the Senior Commercial Manager Operations Americas and will support commercial activities from pre-contract through business execution and contract close. This busy and varied role will appeal to organized and internally motivated candidates who are looking to join a world class organization, and work in a fast-paced growth oriented professional environment. Key Responsibilities: Partner with the P&I business to ensure the creation and protection of Wood value. Coordinate commercial aspects of tender proposal (eg. pricing, qualifications, commercial review process) Manage approval workflow in the commercial systems (eg. for tender reviews, contract execution, insurance, bonds and guarantees) Prepare and review commercial proposal inputs and tender pricing Establish applicable charge rates including analysis and benchmarking Coordinate and assist with compilation of the overall tender estimate Prepare commercial tender summary (top sheet) and financial analysis for tender reviews Coordinate queries and liaison with group legal, contracts, insurance, tax, treasury and finance departments Support implementation of the Tender Governance Process within assigned project / sub business unit Support governance and implementation of Financial Management Framework within assigned project / sub business unit Assist with upkeep of commercial registers (eg. active projects register, secured orders report) Generate and upkeep commercial files/folders, reports/registers and ensure timely reporting Administer compliance with commercial policies and procedures Liaison with various internal customers (Contract/Project Managers, Engineers) in all areas of commercial management, problem solving and dispute resolution with clients Enhance project delivery and avoid any risk or commercial exposure to Wood Contribute directly to value creation and commercial gain to Wood and Clients. Skills / Qualifications Bachelor's degree in Legal, Commerce, Business, Finance, Accounting with demonstrable industry experience Advanced level of Microsoft Office Suite, particularly Excel and Word Experience with Oracle business systems an asset Advanced knowledge of databases Excellent communication (written and spoken) and numeracy skills, with the ability to engage and interact with a variety of stakeholders. Demonstrated high level of attention to detail and accuracy Excellent organizational skills, with the ability to prioritize and manage multiple tasks within set timeframes and deadlines Disciplined and self-motivated Must be a US Citizen, or be authorized to work lawfully in the US, without sponsorship from Wood Company Overview Wood is a global leader in consulting and engineering, helping to unlock solutions to critical challenges in energy and materials markets. We provide consulting, projects and operations solutions in 60 countries, employing around 35,000 people. Diversity Statement We are an equal opportunity employer that recognises the value of a diverse workforce. All suitably qualified applicants will receive consideration for employment on the basis of objective criteria and without regard to the following (which is a non-exhaustive list): race, colour, age, religion, gender, national origin, disability, sexual orientation, gender identity, protected veteran status, or other characteristics in accordance with the relevant governing laws.
09/24/2023
Full time
Overview / Responsibilities Wood is currently seeking an experienced Commercial Advisor to drive the commercial activities of our Power and Industrial (P&I) business, based in Fort Myers, FL The Commercial Advisor will report to the Senior Commercial Manager Operations Americas and will support commercial activities from pre-contract through business execution and contract close. This busy and varied role will appeal to organized and internally motivated candidates who are looking to join a world class organization, and work in a fast-paced growth oriented professional environment. Key Responsibilities: Partner with the P&I business to ensure the creation and protection of Wood value. Coordinate commercial aspects of tender proposal (eg. pricing, qualifications, commercial review process) Manage approval workflow in the commercial systems (eg. for tender reviews, contract execution, insurance, bonds and guarantees) Prepare and review commercial proposal inputs and tender pricing Establish applicable charge rates including analysis and benchmarking Coordinate and assist with compilation of the overall tender estimate Prepare commercial tender summary (top sheet) and financial analysis for tender reviews Coordinate queries and liaison with group legal, contracts, insurance, tax, treasury and finance departments Support implementation of the Tender Governance Process within assigned project / sub business unit Support governance and implementation of Financial Management Framework within assigned project / sub business unit Assist with upkeep of commercial registers (eg. active projects register, secured orders report) Generate and upkeep commercial files/folders, reports/registers and ensure timely reporting Administer compliance with commercial policies and procedures Liaison with various internal customers (Contract/Project Managers, Engineers) in all areas of commercial management, problem solving and dispute resolution with clients Enhance project delivery and avoid any risk or commercial exposure to Wood Contribute directly to value creation and commercial gain to Wood and Clients. Skills / Qualifications Bachelor's degree in Legal, Commerce, Business, Finance, Accounting with demonstrable industry experience Advanced level of Microsoft Office Suite, particularly Excel and Word Experience with Oracle business systems an asset Advanced knowledge of databases Excellent communication (written and spoken) and numeracy skills, with the ability to engage and interact with a variety of stakeholders. Demonstrated high level of attention to detail and accuracy Excellent organizational skills, with the ability to prioritize and manage multiple tasks within set timeframes and deadlines Disciplined and self-motivated Must be a US Citizen, or be authorized to work lawfully in the US, without sponsorship from Wood Company Overview Wood is a global leader in consulting and engineering, helping to unlock solutions to critical challenges in energy and materials markets. We provide consulting, projects and operations solutions in 60 countries, employing around 35,000 people. Diversity Statement We are an equal opportunity employer that recognises the value of a diverse workforce. All suitably qualified applicants will receive consideration for employment on the basis of objective criteria and without regard to the following (which is a non-exhaustive list): race, colour, age, religion, gender, national origin, disability, sexual orientation, gender identity, protected veteran status, or other characteristics in accordance with the relevant governing laws.
DRIVE YOUR CAREER WITH INLAND Inland Kenworth is an industry-leader in the heavy-duty truck & sales, service and parts marketplace. As a rapidly growing company with over 1500 employees across 35 branches in North America, Inland offers exciting employment opportunities that can help you drive your future! THE OPPORTUNITY The Payroll Supervisor will be responsible for participating in full cycle payroll for US employees and supervising the US payroll team ensuring the accuracy and timeliness of payroll for our US employees. Additionally, you will be responsible for US payroll reports, spreadsheets, and overseeing the payroll journal entry preparation, reconciliations, and various other payroll accounting functions. YOUR RESPONSIBILITIES Participates in performing full-cycle payroll for US employees using the ADP Workforce Now system Supervises the payroll team in processing a multi-state payroll for salaried and hourly, full time and part time employees ensuring the accuracy of data entry along with coordinating timely close of the payroll transmission Reviews and ensures the accurate processing of tax changes, direct deposits, retroactive adjustments, prorated payments, bonuses, overtime, meal break penalties, allowances and/or stipends Assists Payroll and Benefits Manager with review of payroll totals prior to transmission and performs other audits to ensure data integrity; works with staff to correct deficiencies Escalates potential service issues through resolution with payroll vendor Performs reconciliations, audits, and ensures compliance with policies, procedures and applicable rules and regulations. Responsible for the regular preparation of relevant management reports, including weekly, monthly, quarterly and year-end reports (gross payroll, hours worked, vacation accrual, tax deductions, benefit deductions, etc). Researches discrepancies of payroll information and/or documentation (e.g. time cards, leave time, etc.) for the purpose of ensuring accuracy and adherence to procedures prior to processing. Balances the ADP statistical summaries to GL bank accounts on journal entry Responsible for mapping changes in the ADP/General Ledger interface for new earnings codes or new department codes WHAT WE LOOK FOR Certification as a Certified Payroll Professional (CPP) or a Certified Payroll Manager (CPM), or senior level accounting education and a willingness to obtain the CPP certification is required. Minimum of 5 years' of payroll experience; must have experience with multi-state payroll including California Demonstrated knowledge of California labor law as it pertains to payroll Minimum of 3 years' experience in a supervisory role Strong knowledge of payroll systems, internal controls, and management. Strong proficiency with ADP Workforce Now payroll software is required. Experience in managing the processing of salaries, bonuses, commissions, and other forms of compensation for both salaried and hourly employees. Knowledge of audits, health benefits deductions, sick pay, retirement plans, etc. Demonstrated experience running payroll reports in ADP Workforce Now Strong working knowledge of payroll accounting procedures, payroll processing principles, and applicable legislation/regulations. Must have solid Microsoft Office Suite skills with at least intermediate level skills with Excel. Demonstrate exceptional customer service and interact in a professional manner with various levels within the organization General knowledge of Accounting and General ledger principles US BENEFIT PACKAGE Our employees receive a generous benefits package including: Medical Dental Vision Prescription benefits 401k with employer matching program Flexible Savings Account Health Savings Account (available with some medical programs) Long Term and Short Term Disability Life Insurance and Accidental Death and Dismemberment Insurance Paid Time Off On-going training opportunities If you are looking for an opportunity to become a part of a dynamic team of professionals, we invite you to apply today! INLANDIND
09/24/2023
Full time
DRIVE YOUR CAREER WITH INLAND Inland Kenworth is an industry-leader in the heavy-duty truck & sales, service and parts marketplace. As a rapidly growing company with over 1500 employees across 35 branches in North America, Inland offers exciting employment opportunities that can help you drive your future! THE OPPORTUNITY The Payroll Supervisor will be responsible for participating in full cycle payroll for US employees and supervising the US payroll team ensuring the accuracy and timeliness of payroll for our US employees. Additionally, you will be responsible for US payroll reports, spreadsheets, and overseeing the payroll journal entry preparation, reconciliations, and various other payroll accounting functions. YOUR RESPONSIBILITIES Participates in performing full-cycle payroll for US employees using the ADP Workforce Now system Supervises the payroll team in processing a multi-state payroll for salaried and hourly, full time and part time employees ensuring the accuracy of data entry along with coordinating timely close of the payroll transmission Reviews and ensures the accurate processing of tax changes, direct deposits, retroactive adjustments, prorated payments, bonuses, overtime, meal break penalties, allowances and/or stipends Assists Payroll and Benefits Manager with review of payroll totals prior to transmission and performs other audits to ensure data integrity; works with staff to correct deficiencies Escalates potential service issues through resolution with payroll vendor Performs reconciliations, audits, and ensures compliance with policies, procedures and applicable rules and regulations. Responsible for the regular preparation of relevant management reports, including weekly, monthly, quarterly and year-end reports (gross payroll, hours worked, vacation accrual, tax deductions, benefit deductions, etc). Researches discrepancies of payroll information and/or documentation (e.g. time cards, leave time, etc.) for the purpose of ensuring accuracy and adherence to procedures prior to processing. Balances the ADP statistical summaries to GL bank accounts on journal entry Responsible for mapping changes in the ADP/General Ledger interface for new earnings codes or new department codes WHAT WE LOOK FOR Certification as a Certified Payroll Professional (CPP) or a Certified Payroll Manager (CPM), or senior level accounting education and a willingness to obtain the CPP certification is required. Minimum of 5 years' of payroll experience; must have experience with multi-state payroll including California Demonstrated knowledge of California labor law as it pertains to payroll Minimum of 3 years' experience in a supervisory role Strong knowledge of payroll systems, internal controls, and management. Strong proficiency with ADP Workforce Now payroll software is required. Experience in managing the processing of salaries, bonuses, commissions, and other forms of compensation for both salaried and hourly employees. Knowledge of audits, health benefits deductions, sick pay, retirement plans, etc. Demonstrated experience running payroll reports in ADP Workforce Now Strong working knowledge of payroll accounting procedures, payroll processing principles, and applicable legislation/regulations. Must have solid Microsoft Office Suite skills with at least intermediate level skills with Excel. Demonstrate exceptional customer service and interact in a professional manner with various levels within the organization General knowledge of Accounting and General ledger principles US BENEFIT PACKAGE Our employees receive a generous benefits package including: Medical Dental Vision Prescription benefits 401k with employer matching program Flexible Savings Account Health Savings Account (available with some medical programs) Long Term and Short Term Disability Life Insurance and Accidental Death and Dismemberment Insurance Paid Time Off On-going training opportunities If you are looking for an opportunity to become a part of a dynamic team of professionals, we invite you to apply today! INLANDIND
PORTFOLIO ADVISOR OH: 87773 Assists the National Portfolio Advisors in managing a full book of major fee revenue producing investment accounts, generally for large and sensitive personal trust relationships and individual investors with wealth profiles between $10 - 200 million. Operates within the framework of our Goals Driven Wealth Management technology for personal wealth clients and the underlying trust document for fiduciary accounts, to develop customized investment programs and select investment strategies designed to achieve specific investor goals. Functions as a senior staff member and technical expert in the peer review and/or investment management process. Assignments involve a high level of client servicing, serving as the sole investment advisor, and being a primary client contact partner. Major Duties: 1. Manages investment activities for fee revenue producing accounts, representing the investment oversight on large and sensitive high net worth individuals and families, and trust appointments. 2. Manages accounts that often require complex decision making or special handling (e.g. nature of relationship, size/type of assets managed, sensitive client issues, fiduciary requirements, understanding tax considerations, multi-generational structures, and coordinating shared authority with outside attorneys/consultants/trustees). 3. Develops, recommends, and directs the execution of investment programs designed to achieve investment objectives for accounts or family relationships. Reviews and analyzes investment portfolios to develop the appropriate asset allocation and select underlying investment strategies with an understanding of the clients/beneficiaries preferences. 4. Ascertains the purpose or intentions of the trust/agency agreement and the level of investment authority granted to the trustee/agent. Analyzes and plans the overall investment strategy of the trust/agency account(s) with continuous revision of account objectives in the context of client needs. 5. Source new business leads and opportunities from your clients, COIs, community engagement and personal network. Performs financial or investment analysis on specific individual assets or portfolios, as needed. 6. Maintains extensive and regular contact with personal trust relationship managers, your clients, co-trustees, consultants, the bank's legal area and outside attorneys to ensure communication of trust/agency requirements and coordinate investment portfolio activity. 7. Maintains a current awareness of new investment strategies and instruments through regular contact with the investment research team and other industry professionals, as well as through personal research. 8. Functions as senior staff member and/or technical expert on a peer review team providing regular review of portfolio activities, and in the investment management oversight process. 9. Direct participant in the development of new investment business with Wealth Advisory Team, Wealth Strategists and Managing Director by preparing, developing and delivering presentations that include GDWM, investment proposals, market/investment outlooks and discussions on our personal investment services with prospects, COIs and leads. 10. Ensures the completion of all training curriculum, compliance reporting and investment trade processing is handled timely, with sense of care and accuracy on your assigned accounts. The successful candidate will benefit from having the following competencies: • Candidates should have 8 or more years of investment experience, which may include research, in which consistent long term investment performance has met objectives. • Knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, and characteristics of various marketplaces, usually acquired through formal education and work experience, is required to manage portfolios. • Knowledge of investment terminology, the laws and regulations governing trust investments and taxation, as well as the bank's investment policies, procedures and strategies, usually acquired through work experience and formal education, is required to operate within the framework of trust documents. • Excellent communication, client servicing and business development skills. • Proven decision making, sales and negotiating skills are required to guide sensitive or difficult situations to resolution. • In terms of credentials completion of any of the following is highly preferred: MBA and or CFA, CFP, CIMA, CPWA and CAIA. • Prior experience as a Personal Investment Portfolio Manager for ultra-high net worth clients is strongly preferred. Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service. Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at . We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater. Additional Information
09/24/2023
Full time
PORTFOLIO ADVISOR OH: 87773 Assists the National Portfolio Advisors in managing a full book of major fee revenue producing investment accounts, generally for large and sensitive personal trust relationships and individual investors with wealth profiles between $10 - 200 million. Operates within the framework of our Goals Driven Wealth Management technology for personal wealth clients and the underlying trust document for fiduciary accounts, to develop customized investment programs and select investment strategies designed to achieve specific investor goals. Functions as a senior staff member and technical expert in the peer review and/or investment management process. Assignments involve a high level of client servicing, serving as the sole investment advisor, and being a primary client contact partner. Major Duties: 1. Manages investment activities for fee revenue producing accounts, representing the investment oversight on large and sensitive high net worth individuals and families, and trust appointments. 2. Manages accounts that often require complex decision making or special handling (e.g. nature of relationship, size/type of assets managed, sensitive client issues, fiduciary requirements, understanding tax considerations, multi-generational structures, and coordinating shared authority with outside attorneys/consultants/trustees). 3. Develops, recommends, and directs the execution of investment programs designed to achieve investment objectives for accounts or family relationships. Reviews and analyzes investment portfolios to develop the appropriate asset allocation and select underlying investment strategies with an understanding of the clients/beneficiaries preferences. 4. Ascertains the purpose or intentions of the trust/agency agreement and the level of investment authority granted to the trustee/agent. Analyzes and plans the overall investment strategy of the trust/agency account(s) with continuous revision of account objectives in the context of client needs. 5. Source new business leads and opportunities from your clients, COIs, community engagement and personal network. Performs financial or investment analysis on specific individual assets or portfolios, as needed. 6. Maintains extensive and regular contact with personal trust relationship managers, your clients, co-trustees, consultants, the bank's legal area and outside attorneys to ensure communication of trust/agency requirements and coordinate investment portfolio activity. 7. Maintains a current awareness of new investment strategies and instruments through regular contact with the investment research team and other industry professionals, as well as through personal research. 8. Functions as senior staff member and/or technical expert on a peer review team providing regular review of portfolio activities, and in the investment management oversight process. 9. Direct participant in the development of new investment business with Wealth Advisory Team, Wealth Strategists and Managing Director by preparing, developing and delivering presentations that include GDWM, investment proposals, market/investment outlooks and discussions on our personal investment services with prospects, COIs and leads. 10. Ensures the completion of all training curriculum, compliance reporting and investment trade processing is handled timely, with sense of care and accuracy on your assigned accounts. The successful candidate will benefit from having the following competencies: • Candidates should have 8 or more years of investment experience, which may include research, in which consistent long term investment performance has met objectives. • Knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, and characteristics of various marketplaces, usually acquired through formal education and work experience, is required to manage portfolios. • Knowledge of investment terminology, the laws and regulations governing trust investments and taxation, as well as the bank's investment policies, procedures and strategies, usually acquired through work experience and formal education, is required to operate within the framework of trust documents. • Excellent communication, client servicing and business development skills. • Proven decision making, sales and negotiating skills are required to guide sensitive or difficult situations to resolution. • In terms of credentials completion of any of the following is highly preferred: MBA and or CFA, CFP, CIMA, CPWA and CAIA. • Prior experience as a Personal Investment Portfolio Manager for ultra-high net worth clients is strongly preferred. Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service. Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at . We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater. Additional Information
Ameriprise Financial is looking to add a Tax Counsel to the team! This role will serve as a tax expert to Ameriprise's Advice & Wealth Management business. This position will advise business partners on the application of federal and state tax law to business operations, products, services, projects, initiatives, client settlements, and other specific scenarios. Monitor and assess implications of proposed tax legislation, regulations, and other administrative guidance. Provide counsel on individual taxation, corporate taxation, taxation of financial products, tax information reporting and withholding. Review tax content in company marketing materials and disclosures for technical accuracy. Review training content and client/advisor communications. Identify potential tax issues and perform legal research and analysis. Collaborate and communicate with business partners, including senior leadership, throughout the company and across the Tax department. Participate in staff meetings, trainings, reading news alerts (tax & financial services), and other responsibilities. Required Qualifications: 1-7 years of experience in tax law BA or BS, and JD Active bar license Base knowledge in tax law, regulations, and administrative guidance. Proficiency in legal research and writing. Effective communication, both verbally and written. Ability to take initiative and gain results. Preferred Qualifications: Experience with in-house counsel, law firm, accounting firm, or government. LLM in taxation preferred. Previous financial services experience preferred. About Our Company We're a diversified financial services leader with more than $1 trillion in assets under management and administration. Our team of 20,000 people in more than 20 countries advise, manage and protect the assets and income of more than 2 million individual, small business and institutional clients. We are a long-standing leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial Services, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary New York Residents Only: The estimated base salary for this role is $162,610- $219, 420/ year. Base salaries are determined in part based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that support all aspects of your health and well-being. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Legal Affairs Line of Business FIN Finance
09/24/2023
Full time
Ameriprise Financial is looking to add a Tax Counsel to the team! This role will serve as a tax expert to Ameriprise's Advice & Wealth Management business. This position will advise business partners on the application of federal and state tax law to business operations, products, services, projects, initiatives, client settlements, and other specific scenarios. Monitor and assess implications of proposed tax legislation, regulations, and other administrative guidance. Provide counsel on individual taxation, corporate taxation, taxation of financial products, tax information reporting and withholding. Review tax content in company marketing materials and disclosures for technical accuracy. Review training content and client/advisor communications. Identify potential tax issues and perform legal research and analysis. Collaborate and communicate with business partners, including senior leadership, throughout the company and across the Tax department. Participate in staff meetings, trainings, reading news alerts (tax & financial services), and other responsibilities. Required Qualifications: 1-7 years of experience in tax law BA or BS, and JD Active bar license Base knowledge in tax law, regulations, and administrative guidance. Proficiency in legal research and writing. Effective communication, both verbally and written. Ability to take initiative and gain results. Preferred Qualifications: Experience with in-house counsel, law firm, accounting firm, or government. LLM in taxation preferred. Previous financial services experience preferred. About Our Company We're a diversified financial services leader with more than $1 trillion in assets under management and administration. Our team of 20,000 people in more than 20 countries advise, manage and protect the assets and income of more than 2 million individual, small business and institutional clients. We are a long-standing leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial Services, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary New York Residents Only: The estimated base salary for this role is $162,610- $219, 420/ year. Base salaries are determined in part based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that support all aspects of your health and well-being. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Legal Affairs Line of Business FIN Finance
Job Details Job Location 96 North Canton OH CSC - North Canton, OH Position Type Full Time Travel Percentage None Job Shift Day Shift Description KAG is North America's largest tank truck transporter and logistics provider, delivering energy commodities, specialty products, merchant gases and food products across the United States, Canada and Mexico. At KAG, it's our people who make it possible to achieve our company goal as One Team Driven to Make a Difference ! With expert knowledge, supportive leadership and most importantly, a strong belief in our company culture, our KAG team exemplifies the passion, pride and entrepreneurial spirit of KAG to help us reach our goal every day. We want you to have a career with the rewarding professional and community experiences you desire, in a place that feels like home. If you are seeking an opportunity to join a talented team of dedicated professionals in a company that keeps North America moving, we invite you to apply! Position's Pay Range: $66,800-83,300, depending upon experience. POSITION SUMMARY The Senior Payroll Accountant assists the Director, Payroll Accounting with the preparation and analysis of the payroll related journal entries and reconciliations for all US entities. Duties also include assistance with other various projects within the payroll accounting organization including annual audit preparation, technological enhancements, accounting process improvements, internal control documentation, and acting as a liaison between the business unit terminals and other departments within KAG services ORGANIZATIONAL RELATIONSHIPS At this time, the position does not have any direct reports. Interface responsibilities include senior KAG financial and business unit operations management, terminal managers, and personnel within other departments of KAG services including accounts payable, finance, treasury, purchasing, tax, and accounting. The position will also interface with the business unit administrative functions, if applicable, to include billing, licensing, safety administration, maintenance, and driver/owner operator settlements. ESSENTIAL FUNCTIONS Financial Closing Functions: Meet corporate monthly closing deadlines. Reconcile payroll related accounts. Perform assigned journal entries and analysis Prepare monthly, quarterly, or annual audit schedules as required to support the internal/external audit function. Financial Analysis Functions: Assist senior financial management and/or operations with the following (as required): P&L Accounts and/or terminals with significant wages variances to plan or prior year Research items requested by senior financial or operations management Other Functions: Assist other KAG services departments in resolving accounting/control issues with business unit terminals. Assist in the preparation for the overall KAG financial audit. Assist in the preparation of the annual business/capital plan. ADDITIONAL RESPONSIBILITIES Assist in other special projections to support the continued growth, integration, and continuous improvement of KAG as required. Backup accountants for other business units as required Qualifications SPECIAL KNOWLEDGE, SKILLS AND ABILITIES Bachelors in Accounting Thorough knowledge of and ability to apply accounting theory Strong analytical ability Strong communication skills (verbal and written) Strong organization skills Resistance to stress Strong PC skills (MS Office, advanced Excel, Oracle, SAP, TMW, TMT, and other financial and accounting software) Note: The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required of associates so classified. The list of duties is not exhaustive in the sense that the incumbents may be assigned other duties in addition to those shown. All employees of the Company are expected to: Promote positive work habits including effective and timely communication, teamwork and respect for co-workers. Provide constructive guidance to other employees and representatives of third parties. Contribute to providing the highest quality of products and services to customers Call
09/24/2023
Full time
Job Details Job Location 96 North Canton OH CSC - North Canton, OH Position Type Full Time Travel Percentage None Job Shift Day Shift Description KAG is North America's largest tank truck transporter and logistics provider, delivering energy commodities, specialty products, merchant gases and food products across the United States, Canada and Mexico. At KAG, it's our people who make it possible to achieve our company goal as One Team Driven to Make a Difference ! With expert knowledge, supportive leadership and most importantly, a strong belief in our company culture, our KAG team exemplifies the passion, pride and entrepreneurial spirit of KAG to help us reach our goal every day. We want you to have a career with the rewarding professional and community experiences you desire, in a place that feels like home. If you are seeking an opportunity to join a talented team of dedicated professionals in a company that keeps North America moving, we invite you to apply! Position's Pay Range: $66,800-83,300, depending upon experience. POSITION SUMMARY The Senior Payroll Accountant assists the Director, Payroll Accounting with the preparation and analysis of the payroll related journal entries and reconciliations for all US entities. Duties also include assistance with other various projects within the payroll accounting organization including annual audit preparation, technological enhancements, accounting process improvements, internal control documentation, and acting as a liaison between the business unit terminals and other departments within KAG services ORGANIZATIONAL RELATIONSHIPS At this time, the position does not have any direct reports. Interface responsibilities include senior KAG financial and business unit operations management, terminal managers, and personnel within other departments of KAG services including accounts payable, finance, treasury, purchasing, tax, and accounting. The position will also interface with the business unit administrative functions, if applicable, to include billing, licensing, safety administration, maintenance, and driver/owner operator settlements. ESSENTIAL FUNCTIONS Financial Closing Functions: Meet corporate monthly closing deadlines. Reconcile payroll related accounts. Perform assigned journal entries and analysis Prepare monthly, quarterly, or annual audit schedules as required to support the internal/external audit function. Financial Analysis Functions: Assist senior financial management and/or operations with the following (as required): P&L Accounts and/or terminals with significant wages variances to plan or prior year Research items requested by senior financial or operations management Other Functions: Assist other KAG services departments in resolving accounting/control issues with business unit terminals. Assist in the preparation for the overall KAG financial audit. Assist in the preparation of the annual business/capital plan. ADDITIONAL RESPONSIBILITIES Assist in other special projections to support the continued growth, integration, and continuous improvement of KAG as required. Backup accountants for other business units as required Qualifications SPECIAL KNOWLEDGE, SKILLS AND ABILITIES Bachelors in Accounting Thorough knowledge of and ability to apply accounting theory Strong analytical ability Strong communication skills (verbal and written) Strong organization skills Resistance to stress Strong PC skills (MS Office, advanced Excel, Oracle, SAP, TMW, TMT, and other financial and accounting software) Note: The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required of associates so classified. The list of duties is not exhaustive in the sense that the incumbents may be assigned other duties in addition to those shown. All employees of the Company are expected to: Promote positive work habits including effective and timely communication, teamwork and respect for co-workers. Provide constructive guidance to other employees and representatives of third parties. Contribute to providing the highest quality of products and services to customers Call
St. Peter's Health Partners - Samaritan Hospital
Troy, New York
OPPORTUNITY HIGHLIGHTS St. Peter's Health Partners is seeking a full-time Psychiatric Nurse Practitioner with experience or interest in Adult Mental Health to join a highly regarded and long-standing Behavioral Health program at Samaritan Hospital located in Troy, New York. Samaritan Hospital offers a comprehensive program in behavioral health that includes inpatient services across three units and a robust outpatient program located on the hospital campus. An interdisciplinary team provides specialized care to meet the medical, psychiatric, and social needs of the patient. This opportunity is available for immediate placement and will join a team of counselors, therapists, psychiatrists, case managers, and nurse practitioners in providing compassionate care to our patients. The Psychiatric Nurse Practitioner will work collaboratively with the outpatient Psychiatry team. Requirements: Candidates are required to be board certified Licensed to practice in New York State At least one year of previous experience is required Applicants should possess excellent clinical skills, communication skills, and a strong commitment to providing excellent care that is team oriented Enjoy excellent colleagues, strong system practice support and a provider friendly environment. RECRUITMENT PACKAGE St. Peter's Health Partners offers a comprehensive salary and compensation package that includes: Competitive salary Excellent benefits; including health/vision/dental insurances Paid malpractice, including post-SPHP employment tail coverage CME time & expense allowance Paid time away from the practice Retirement savings program with employer matching program Starting bonus may be available ABOUT THE FACILITY St. Peter's Health Partners , the region's largest private-sector employer, with more than 12,500 employees, has more than 125 locations across seven counties. The system has an annual budget of nearly $1.1 billion. St. Peter's Health Partners was created on October 1, 2011 by the merger of Northeast Health, St. Peter's Health Care Services, and Seton Health. The merger created the region's largest and most comprehensive not-for-profit network of high-quality and advanced medical care, primary care, rehabilitation, and senior services. These state-of-the-art services and programs are provided through Albany Memorial and St. Peter's Hospitals in Albany, NY; Samaritan and St. Mary's Hospitals in Troy, NY; Sunnyview Rehabilitation Hospital in Schenectady, NY; and The Eddy system of continuing care and The Community Hospice. Samaritan Hospital - A community hospital with a 238-bed capacity, Samaritan offers a vast range of services, including critical care, ambulatory surgery, maternity, cancer care, women's health and behavioral health services. COMMUNITY DESCRIPTION Troy, New York is an urban treasure located in the Capital District. The City's rich history and eclectic energy has attracted people from across the nation and around the world. It offers the convenience and accessibility of urban living with a friendly, small town feel. The City's affordable properties draw new residents from all walks of life: urban pioneers who enjoy living and working in Troy's beautiful, historic buildings; college students who come for a world-class education and decide to stay, and business owners seeking a real sense of community. Capital District, New York includes the cities of Albany, Schenectady and Troy and the surrounding areas, including Clifton Park and Saratoga Springs. The Capital Region has excellent year-round outdoor recreation available, including excellent golf, water-sports of all kinds, camping, hiking, and great downhill skiing and snowboarding. It offers a wealth of cultural offerings and activities, including several renowned museums and theaters, fine dining, and a year-round events calendar full with music and sporting events. Excellent public and private schools are available, as are affordable homes and reasonable taxes. This region is a part of New York's Tech Valley and is abound with Higher education opportunities. The Capital District is a short drive to the scenic Adirondack, Berkshire, and Catskill Mountains. Centrally located, Albany is less than three hours from New York City and Boston. Come find out why Forbes Magazine lists Albany as one of America's Most Innovative Cities, and one of America's Best Places to Raise a Family and why Brookings has described Albany as one of its Strongest Performing Metro Areas and calls Albany one of its Best Markets for Young Adults. To learn more about the Capital Region visit About Trinity Health Trinity Health is one of the largest multi-institutional Catholic health care delivery systems in the nation. We serve people and communities in 22 states from coast to coast with more than 90 hospitals and 100 continuing care facilities including home care, hospice, PACE and senior living facilities and programs that provide nearly two and a half million visits annually. Trinity Health employs more than 133,000 colleagues, including 7,800 employed physicians and clinicians. Our mission: We, Trinity Health, serve together in the spirit of the Gospel as a compassionate and transforming healing presence within our communities. We support this mission by living our core values of Reverence, Commitment to Those Who are Poor, Justice, Stewardship, and Integrity. Committed to recruiting talented physicians, we are looking for physicians who share our values and want to help us fulfill the health care needs of the communities we serve. At Trinity Health, we value the physician relationship and focus on partnering with our physicians. Whether you are a practicing physician looking to relocate or a medical resident, we offer opportunities with the flexibility to fit your individual needs. If you would like to be part of Trinity Health, we encourage you to explore this opportunity at . If you are interested in this opportunity and would like to submit your CV, please email or call Trinity Health Physician Recruitment at .
09/24/2023
Full time
OPPORTUNITY HIGHLIGHTS St. Peter's Health Partners is seeking a full-time Psychiatric Nurse Practitioner with experience or interest in Adult Mental Health to join a highly regarded and long-standing Behavioral Health program at Samaritan Hospital located in Troy, New York. Samaritan Hospital offers a comprehensive program in behavioral health that includes inpatient services across three units and a robust outpatient program located on the hospital campus. An interdisciplinary team provides specialized care to meet the medical, psychiatric, and social needs of the patient. This opportunity is available for immediate placement and will join a team of counselors, therapists, psychiatrists, case managers, and nurse practitioners in providing compassionate care to our patients. The Psychiatric Nurse Practitioner will work collaboratively with the outpatient Psychiatry team. Requirements: Candidates are required to be board certified Licensed to practice in New York State At least one year of previous experience is required Applicants should possess excellent clinical skills, communication skills, and a strong commitment to providing excellent care that is team oriented Enjoy excellent colleagues, strong system practice support and a provider friendly environment. RECRUITMENT PACKAGE St. Peter's Health Partners offers a comprehensive salary and compensation package that includes: Competitive salary Excellent benefits; including health/vision/dental insurances Paid malpractice, including post-SPHP employment tail coverage CME time & expense allowance Paid time away from the practice Retirement savings program with employer matching program Starting bonus may be available ABOUT THE FACILITY St. Peter's Health Partners , the region's largest private-sector employer, with more than 12,500 employees, has more than 125 locations across seven counties. The system has an annual budget of nearly $1.1 billion. St. Peter's Health Partners was created on October 1, 2011 by the merger of Northeast Health, St. Peter's Health Care Services, and Seton Health. The merger created the region's largest and most comprehensive not-for-profit network of high-quality and advanced medical care, primary care, rehabilitation, and senior services. These state-of-the-art services and programs are provided through Albany Memorial and St. Peter's Hospitals in Albany, NY; Samaritan and St. Mary's Hospitals in Troy, NY; Sunnyview Rehabilitation Hospital in Schenectady, NY; and The Eddy system of continuing care and The Community Hospice. Samaritan Hospital - A community hospital with a 238-bed capacity, Samaritan offers a vast range of services, including critical care, ambulatory surgery, maternity, cancer care, women's health and behavioral health services. COMMUNITY DESCRIPTION Troy, New York is an urban treasure located in the Capital District. The City's rich history and eclectic energy has attracted people from across the nation and around the world. It offers the convenience and accessibility of urban living with a friendly, small town feel. The City's affordable properties draw new residents from all walks of life: urban pioneers who enjoy living and working in Troy's beautiful, historic buildings; college students who come for a world-class education and decide to stay, and business owners seeking a real sense of community. Capital District, New York includes the cities of Albany, Schenectady and Troy and the surrounding areas, including Clifton Park and Saratoga Springs. The Capital Region has excellent year-round outdoor recreation available, including excellent golf, water-sports of all kinds, camping, hiking, and great downhill skiing and snowboarding. It offers a wealth of cultural offerings and activities, including several renowned museums and theaters, fine dining, and a year-round events calendar full with music and sporting events. Excellent public and private schools are available, as are affordable homes and reasonable taxes. This region is a part of New York's Tech Valley and is abound with Higher education opportunities. The Capital District is a short drive to the scenic Adirondack, Berkshire, and Catskill Mountains. Centrally located, Albany is less than three hours from New York City and Boston. Come find out why Forbes Magazine lists Albany as one of America's Most Innovative Cities, and one of America's Best Places to Raise a Family and why Brookings has described Albany as one of its Strongest Performing Metro Areas and calls Albany one of its Best Markets for Young Adults. To learn more about the Capital Region visit About Trinity Health Trinity Health is one of the largest multi-institutional Catholic health care delivery systems in the nation. We serve people and communities in 22 states from coast to coast with more than 90 hospitals and 100 continuing care facilities including home care, hospice, PACE and senior living facilities and programs that provide nearly two and a half million visits annually. Trinity Health employs more than 133,000 colleagues, including 7,800 employed physicians and clinicians. Our mission: We, Trinity Health, serve together in the spirit of the Gospel as a compassionate and transforming healing presence within our communities. We support this mission by living our core values of Reverence, Commitment to Those Who are Poor, Justice, Stewardship, and Integrity. Committed to recruiting talented physicians, we are looking for physicians who share our values and want to help us fulfill the health care needs of the communities we serve. At Trinity Health, we value the physician relationship and focus on partnering with our physicians. Whether you are a practicing physician looking to relocate or a medical resident, we offer opportunities with the flexibility to fit your individual needs. If you would like to be part of Trinity Health, we encourage you to explore this opportunity at . If you are interested in this opportunity and would like to submit your CV, please email or call Trinity Health Physician Recruitment at .
Vintage Housing is affordable senior housing that gives independent seniors a safe, affordable, and comfortable place to live. Join our team to help carry out our mission to offer seniors with limited resources an affordable living option that resonates with dignity and warmth. POSITION SUMMARY: The Property Manager is responsible for the daily operations and oversight of the entire community, or communities, including supervision of building maintenance and housekeeping, all administrative duties for both internal and external agencies, and maintaining consistent, high quality, positive relationships with the residents of the property in support of the mission of LIFE Senior Services Vintage Housing. PRINCIPLE DUTIES AND RESPONSIBILITIES: Effectively manage community operations based on company policies and procedures with the goal of achieving 100% occupancy rate. Meet targeted revenues by ensuring rent and fees are collected and posted in a timely manner. Evaluate expenditures against the constraints of the approved budget and report monthly variances to supervisor. Promptly remit invoices to accounting for payment. Approve invoices from vendors, contractors, and service providers for payment by reconciling work performed or products purchased, coding charges to appropriate Chart of Accounts codes, and manage communication between the vendor/contractor and accounting as needed. Ensure file compliance with all applicable local, state and federal regulations, including regulations relevant to the Low-Income Housing Tax Credit program (LIHTC), the Home Investment Partnerships Program (HOME), the Federal Home Loan Bank's Affordable Housing Program (AHP), and all Fair Housing laws. Oversee the leasing process: Prepare tenant lease packages and approve or submit for approval all prospective resident applications and lease renewals; collect late fees and other charges as allowable and stated in the terms of the lease; follow proper notice requirements and properly document tenant violations as stated in the terms of the lease and the community policies. Conduct quarterly apartment inspections and take appropriate actions to ensure that the physical aspects of the property, units, grounds, buildings, and amenities meet Vintage Housing's standards for safety, cleanliness, and general appearance. Promote resident satisfaction and retention by responding to complaints, questions, and requests in a timely manner. Supervise maintenance staff to ensure that Vintage Housing's standards are met with respect to responding and completing resident service requests and completing make readies in a timely fashion. Take responsibility for administrative duties including required weekly, monthly, and quarterly reporting. Exercise independent judgment and discretion to handle and resolve resident requests or concerns. Accepts assigned duties in a cooperative manner and performs all other related duties as assigned by Supervisor. Participates in special projects and performs additional duties as required or assigned. REQUIRED SKILLS: Strong coordination and organizational skills; must be flexible, self-motivated, capable of monitoring multiple responsibilities simultaneously and be able to respond to changing priorities. Must possess critical thinking, analytical, and decision-making skills, excellent oral and written communication skills, attention to detail, good judgment and strong interpersonal skills with the ability to establish and maintain collaborative relationships with others. Strong Microsoft Office, planning and time management skills and must represent Vintage Housing in a positive manner through behaviors that align with LIFE Senior Services & Affiliates core values. EDUCATION AND EXPERIENCE: Minimum 2 years of property management, or related, experience. Preferred 3+ years of experience in Affordable Housing and Housing Credit Certified Professional (HCCP). High School Diploma or equivalency. CERTIFICATES, LICENSES, REGISTRATIONS: Valid Oklahoma Driver's License and Auto Liability Insurance. WORK ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. This job is office based but may require up to 10% travel. Must maintain a valid driver's license, reliable transportation and auto liability insurance. PHYSICAL REQUIREMENTS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. The employee is required to walk, stand, sit, climb, balance, stoop, kneel, crouch or crawl. The employee must occasionally push, pull, lift or move objects weighing up to 25 pounds. PI
09/23/2023
Full time
Vintage Housing is affordable senior housing that gives independent seniors a safe, affordable, and comfortable place to live. Join our team to help carry out our mission to offer seniors with limited resources an affordable living option that resonates with dignity and warmth. POSITION SUMMARY: The Property Manager is responsible for the daily operations and oversight of the entire community, or communities, including supervision of building maintenance and housekeeping, all administrative duties for both internal and external agencies, and maintaining consistent, high quality, positive relationships with the residents of the property in support of the mission of LIFE Senior Services Vintage Housing. PRINCIPLE DUTIES AND RESPONSIBILITIES: Effectively manage community operations based on company policies and procedures with the goal of achieving 100% occupancy rate. Meet targeted revenues by ensuring rent and fees are collected and posted in a timely manner. Evaluate expenditures against the constraints of the approved budget and report monthly variances to supervisor. Promptly remit invoices to accounting for payment. Approve invoices from vendors, contractors, and service providers for payment by reconciling work performed or products purchased, coding charges to appropriate Chart of Accounts codes, and manage communication between the vendor/contractor and accounting as needed. Ensure file compliance with all applicable local, state and federal regulations, including regulations relevant to the Low-Income Housing Tax Credit program (LIHTC), the Home Investment Partnerships Program (HOME), the Federal Home Loan Bank's Affordable Housing Program (AHP), and all Fair Housing laws. Oversee the leasing process: Prepare tenant lease packages and approve or submit for approval all prospective resident applications and lease renewals; collect late fees and other charges as allowable and stated in the terms of the lease; follow proper notice requirements and properly document tenant violations as stated in the terms of the lease and the community policies. Conduct quarterly apartment inspections and take appropriate actions to ensure that the physical aspects of the property, units, grounds, buildings, and amenities meet Vintage Housing's standards for safety, cleanliness, and general appearance. Promote resident satisfaction and retention by responding to complaints, questions, and requests in a timely manner. Supervise maintenance staff to ensure that Vintage Housing's standards are met with respect to responding and completing resident service requests and completing make readies in a timely fashion. Take responsibility for administrative duties including required weekly, monthly, and quarterly reporting. Exercise independent judgment and discretion to handle and resolve resident requests or concerns. Accepts assigned duties in a cooperative manner and performs all other related duties as assigned by Supervisor. Participates in special projects and performs additional duties as required or assigned. REQUIRED SKILLS: Strong coordination and organizational skills; must be flexible, self-motivated, capable of monitoring multiple responsibilities simultaneously and be able to respond to changing priorities. Must possess critical thinking, analytical, and decision-making skills, excellent oral and written communication skills, attention to detail, good judgment and strong interpersonal skills with the ability to establish and maintain collaborative relationships with others. Strong Microsoft Office, planning and time management skills and must represent Vintage Housing in a positive manner through behaviors that align with LIFE Senior Services & Affiliates core values. EDUCATION AND EXPERIENCE: Minimum 2 years of property management, or related, experience. Preferred 3+ years of experience in Affordable Housing and Housing Credit Certified Professional (HCCP). High School Diploma or equivalency. CERTIFICATES, LICENSES, REGISTRATIONS: Valid Oklahoma Driver's License and Auto Liability Insurance. WORK ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. This job is office based but may require up to 10% travel. Must maintain a valid driver's license, reliable transportation and auto liability insurance. PHYSICAL REQUIREMENTS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. The employee is required to walk, stand, sit, climb, balance, stoop, kneel, crouch or crawl. The employee must occasionally push, pull, lift or move objects weighing up to 25 pounds. PI
Overview: Activities Assistant for Memory Care (Engagement/Activity Assistant) Part-Time (3 Days a Week) Must have weekend availability 1+ years Resident Programming experience preferred Brookdale Waxahachie 2250 Brown Street Waxahachie, Texas 75165 UNDER NEW LEADERSHIP Check out Brookdale Waxahachie, a beautiful assisted living community, as well as a Memory Care that feels like HOME. You'll be greeted with wonderful residents we call family! At Brookdale Waxahachie, YOU make the difference! By providing exceptional care in a diverse, team oriented environment, you will feel the warmth of our exceptional community the moment you walk in the door. We value our employees and your hard work WILL be rewarded With countless mentors and training programs, we'll grow your passions and invest in your professional development. Here is an overview of what it looks like to work for Brookdale Senior Living: Leadership who care and want to see you succeed Opportunities for growth Beautiful updated communities that do NOT look clinical Honor Walls for our vets Welcoming environment for furry friends Best of all SMILES Here's what we have to offer you: Competitive Wages 401k Savings Retirement Plan Health, Dental, and Vision Tuition Reimbursement (Full Time Associates) Paid Time Off (Full Time Associates) Paid Training Pet Insurance Caregiver Recognition Programs Opportunities for Advancement Amazing PERKS Early Access to Paycheck with Earned Wage Access is available for Hourly Associates (outside of CA) Make Lives Better Including Your Own. If you want to work in an environment where you can become your best possible self, join us! You'll earn more than a paycheck; you can find opportunities to grow your career through professional development, as well as ongoing programs catered to your overall health and wellness. Full suite of health insurance, life insurance and retirement plans are available and vary by employment status. Additional benefits offered include, but are not limited to: Tuition Reimbursement Pet Insurance Adoption Reimbursement Benefits Variety of Associate Discounts Veterans, transitioning active duty military personnel, and military spouses are encouraged to apply. Please note, Brookdale is committed to complying with all applicable laws and regulations regarding mandatory COVID-19 vaccination. To support our associates in their journey to become a U.S. citizen, Brookdale offers to advance fees for naturalization (Form N-400) application costs, up to $725, less applicable taxes and withholding, for qualified associates who have been with us for at least a year. Responsibilities: Supports the implementation of person centered engagement to meet individual needs and interests of residents living with dementia. Communicates positively with residents, families, and community professionals regarding the Brookdale dementia care program and its benefits as well as communicate with families regarding residents' personal needs and successes. Assists the program manager or coordinator in ensuring programs are in compliance with state, federal, and other regulations and meet Brookdale's mission, policies, procedures and standards. Brookdale is an equal opportunity employer and a drug-free workplace. Salary Range Information: $12.18 - $15.22 / hour
09/23/2023
Full time
Overview: Activities Assistant for Memory Care (Engagement/Activity Assistant) Part-Time (3 Days a Week) Must have weekend availability 1+ years Resident Programming experience preferred Brookdale Waxahachie 2250 Brown Street Waxahachie, Texas 75165 UNDER NEW LEADERSHIP Check out Brookdale Waxahachie, a beautiful assisted living community, as well as a Memory Care that feels like HOME. You'll be greeted with wonderful residents we call family! At Brookdale Waxahachie, YOU make the difference! By providing exceptional care in a diverse, team oriented environment, you will feel the warmth of our exceptional community the moment you walk in the door. We value our employees and your hard work WILL be rewarded With countless mentors and training programs, we'll grow your passions and invest in your professional development. Here is an overview of what it looks like to work for Brookdale Senior Living: Leadership who care and want to see you succeed Opportunities for growth Beautiful updated communities that do NOT look clinical Honor Walls for our vets Welcoming environment for furry friends Best of all SMILES Here's what we have to offer you: Competitive Wages 401k Savings Retirement Plan Health, Dental, and Vision Tuition Reimbursement (Full Time Associates) Paid Time Off (Full Time Associates) Paid Training Pet Insurance Caregiver Recognition Programs Opportunities for Advancement Amazing PERKS Early Access to Paycheck with Earned Wage Access is available for Hourly Associates (outside of CA) Make Lives Better Including Your Own. If you want to work in an environment where you can become your best possible self, join us! You'll earn more than a paycheck; you can find opportunities to grow your career through professional development, as well as ongoing programs catered to your overall health and wellness. Full suite of health insurance, life insurance and retirement plans are available and vary by employment status. Additional benefits offered include, but are not limited to: Tuition Reimbursement Pet Insurance Adoption Reimbursement Benefits Variety of Associate Discounts Veterans, transitioning active duty military personnel, and military spouses are encouraged to apply. Please note, Brookdale is committed to complying with all applicable laws and regulations regarding mandatory COVID-19 vaccination. To support our associates in their journey to become a U.S. citizen, Brookdale offers to advance fees for naturalization (Form N-400) application costs, up to $725, less applicable taxes and withholding, for qualified associates who have been with us for at least a year. Responsibilities: Supports the implementation of person centered engagement to meet individual needs and interests of residents living with dementia. Communicates positively with residents, families, and community professionals regarding the Brookdale dementia care program and its benefits as well as communicate with families regarding residents' personal needs and successes. Assists the program manager or coordinator in ensuring programs are in compliance with state, federal, and other regulations and meet Brookdale's mission, policies, procedures and standards. Brookdale is an equal opportunity employer and a drug-free workplace. Salary Range Information: $12.18 - $15.22 / hour
Vintage Housing is affordable senior housing that gives independent seniors a safe, affordable, and comfortable place to live. Join our team to help carry out our mission to offer seniors with limited resources an affordable living option that resonates with dignity and warmth. POSITION SUMMARY: The Property Manager is responsible for the daily operations and oversight of the entire community, or communities, including supervision of building maintenance and housekeeping, all administrative duties for both internal and external agencies, and maintaining consistent, high quality, positive relationships with the residents of the property in support of the mission of LIFE Senior Services Vintage Housing. PRINCIPLE DUTIES AND RESPONSIBILITIES: Effectively manage community operations based on company policies and procedures with the goal of achieving 100% occupancy rate. Meet targeted revenues by ensuring rent and fees are collected and posted in a timely manner. Evaluate expenditures against the constraints of the approved budget and report monthly variances to supervisor. Promptly remit invoices to accounting for payment. Approve invoices from vendors, contractors, and service providers for payment by reconciling work performed or products purchased, coding charges to appropriate Chart of Accounts codes, and manage communication between the vendor/contractor and accounting as needed. Ensure file compliance with all applicable local, state and federal regulations, including regulations relevant to the Low-Income Housing Tax Credit program (LIHTC), the Home Investment Partnerships Program (HOME), the Federal Home Loan Bank's Affordable Housing Program (AHP), and all Fair Housing laws. Oversee the leasing process: Prepare tenant lease packages and approve or submit for approval all prospective resident applications and lease renewals; collect late fees and other charges as allowable and stated in the terms of the lease; follow proper notice requirements and properly document tenant violations as stated in the terms of the lease and the community policies. Conduct quarterly apartment inspections and take appropriate actions to ensure that the physical aspects of the property, units, grounds, buildings, and amenities meet Vintage Housing's standards for safety, cleanliness, and general appearance. Promote resident satisfaction and retention by responding to complaints, questions, and requests in a timely manner. Supervise maintenance staff to ensure that Vintage Housing's standards are met with respect to responding and completing resident service requests and completing make readies in a timely fashion. Take responsibility for administrative duties including required weekly, monthly, and quarterly reporting. Exercise independent judgment and discretion to handle and resolve resident requests or concerns. Accepts assigned duties in a cooperative manner and performs all other related duties as assigned by Supervisor. Participates in special projects and performs additional duties as required or assigned. REQUIRED SKILLS: Strong coordination and organizational skills; must be flexible, self-motivated, capable of monitoring multiple responsibilities simultaneously and be able to respond to changing priorities. Must possess critical thinking, analytical, and decision-making skills, excellent oral and written communication skills, attention to detail, good judgment and strong interpersonal skills with the ability to establish and maintain collaborative relationships with others. Strong Microsoft Office, planning and time management skills and must represent Vintage Housing in a positive manner through behaviors that align with LIFE Senior Services & Affiliates core values. EDUCATION AND EXPERIENCE: Minimum 2 years of property management, or related, experience. Preferred 3+ years of experience in Affordable Housing and Housing Credit Certified Professional (HCCP). High School Diploma or equivalency. CERTIFICATES, LICENSES, REGISTRATIONS: Valid Oklahoma Driver's License and Auto Liability Insurance. WORK ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. This job is office based but may require up to 10% travel. Must maintain a valid driver's license, reliable transportation and auto liability insurance. PHYSICAL REQUIREMENTS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. The employee is required to walk, stand, sit, climb, balance, stoop, kneel, crouch or crawl. The employee must occasionally push, pull, lift or move objects weighing up to 25 pounds. PI
09/23/2023
Full time
Vintage Housing is affordable senior housing that gives independent seniors a safe, affordable, and comfortable place to live. Join our team to help carry out our mission to offer seniors with limited resources an affordable living option that resonates with dignity and warmth. POSITION SUMMARY: The Property Manager is responsible for the daily operations and oversight of the entire community, or communities, including supervision of building maintenance and housekeeping, all administrative duties for both internal and external agencies, and maintaining consistent, high quality, positive relationships with the residents of the property in support of the mission of LIFE Senior Services Vintage Housing. PRINCIPLE DUTIES AND RESPONSIBILITIES: Effectively manage community operations based on company policies and procedures with the goal of achieving 100% occupancy rate. Meet targeted revenues by ensuring rent and fees are collected and posted in a timely manner. Evaluate expenditures against the constraints of the approved budget and report monthly variances to supervisor. Promptly remit invoices to accounting for payment. Approve invoices from vendors, contractors, and service providers for payment by reconciling work performed or products purchased, coding charges to appropriate Chart of Accounts codes, and manage communication between the vendor/contractor and accounting as needed. Ensure file compliance with all applicable local, state and federal regulations, including regulations relevant to the Low-Income Housing Tax Credit program (LIHTC), the Home Investment Partnerships Program (HOME), the Federal Home Loan Bank's Affordable Housing Program (AHP), and all Fair Housing laws. Oversee the leasing process: Prepare tenant lease packages and approve or submit for approval all prospective resident applications and lease renewals; collect late fees and other charges as allowable and stated in the terms of the lease; follow proper notice requirements and properly document tenant violations as stated in the terms of the lease and the community policies. Conduct quarterly apartment inspections and take appropriate actions to ensure that the physical aspects of the property, units, grounds, buildings, and amenities meet Vintage Housing's standards for safety, cleanliness, and general appearance. Promote resident satisfaction and retention by responding to complaints, questions, and requests in a timely manner. Supervise maintenance staff to ensure that Vintage Housing's standards are met with respect to responding and completing resident service requests and completing make readies in a timely fashion. Take responsibility for administrative duties including required weekly, monthly, and quarterly reporting. Exercise independent judgment and discretion to handle and resolve resident requests or concerns. Accepts assigned duties in a cooperative manner and performs all other related duties as assigned by Supervisor. Participates in special projects and performs additional duties as required or assigned. REQUIRED SKILLS: Strong coordination and organizational skills; must be flexible, self-motivated, capable of monitoring multiple responsibilities simultaneously and be able to respond to changing priorities. Must possess critical thinking, analytical, and decision-making skills, excellent oral and written communication skills, attention to detail, good judgment and strong interpersonal skills with the ability to establish and maintain collaborative relationships with others. Strong Microsoft Office, planning and time management skills and must represent Vintage Housing in a positive manner through behaviors that align with LIFE Senior Services & Affiliates core values. EDUCATION AND EXPERIENCE: Minimum 2 years of property management, or related, experience. Preferred 3+ years of experience in Affordable Housing and Housing Credit Certified Professional (HCCP). High School Diploma or equivalency. CERTIFICATES, LICENSES, REGISTRATIONS: Valid Oklahoma Driver's License and Auto Liability Insurance. WORK ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. This job is office based but may require up to 10% travel. Must maintain a valid driver's license, reliable transportation and auto liability insurance. PHYSICAL REQUIREMENTS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. The employee is required to walk, stand, sit, climb, balance, stoop, kneel, crouch or crawl. The employee must occasionally push, pull, lift or move objects weighing up to 25 pounds. PI
Overview: Brookdale Pittsford is Hiring a Memory Care Activity Assistant! Brookdale Pittsford is a Wonderful 46 unit Memory Care Senior Living Community located in Pittsford, NY! Why Join Brookdale Pittsford? Early Access to Paycheck - Paid Weekly on Friday's! Free Meals During Work Hours The Clinical Pathways and Growth at Brookdale are Endless and we will Support you in that growth! Largest Senior Living Operator in the United States Memory Care Community with a Big Heart - Come join the Brookdale Family! Full-Time & Part-Time Opportunity - MUST be able to work every other weekend! Brookdale is a GREAT place to further your career. We pride ourselves with a culture of caring. All leadership team members and associates partner together to make sure each resident feels like they are family. • We recognize our staff with our monthly Everyday Hero award and prizes (PTO & Bonus). • We have an established Associate Committee to give our associates a voice. • We have a diverse and fulfilling team environment and commit to providing our employees the support they need! Veterans, transitioning active duty military personnel, and military spouses are encouraged to apply Please note, Brookdale is committed to complying with all applicable laws and regulations regarding mandatory COVID-19 vaccination. To support our associates in their journey to become a U.S. citizen, Brookdale offers to advance fees for naturalization (Form N-400) application costs, up to $725, less applicable taxes and withholding, for qualified associates who have been with us for at least a year. Responsibilities: Supports the implementation of person centered engagement to meet individual needs and interests of residents living with dementia. Communicates positively with residents, families, and community professionals regarding the Brookdale dementia care program and its benefits as well as communicate with families regarding residents' personal needs and successes. Assists the program manager or coordinator in ensuring programs are in compliance with state, federal, and other regulations and meet Brookdale's mission, policies, procedures and standards. Brookdale is an equal opportunity employer and a drug-free workplace. Salary Range Information: $14.20 - $16.83 / hour
09/23/2023
Full time
Overview: Brookdale Pittsford is Hiring a Memory Care Activity Assistant! Brookdale Pittsford is a Wonderful 46 unit Memory Care Senior Living Community located in Pittsford, NY! Why Join Brookdale Pittsford? Early Access to Paycheck - Paid Weekly on Friday's! Free Meals During Work Hours The Clinical Pathways and Growth at Brookdale are Endless and we will Support you in that growth! Largest Senior Living Operator in the United States Memory Care Community with a Big Heart - Come join the Brookdale Family! Full-Time & Part-Time Opportunity - MUST be able to work every other weekend! Brookdale is a GREAT place to further your career. We pride ourselves with a culture of caring. All leadership team members and associates partner together to make sure each resident feels like they are family. • We recognize our staff with our monthly Everyday Hero award and prizes (PTO & Bonus). • We have an established Associate Committee to give our associates a voice. • We have a diverse and fulfilling team environment and commit to providing our employees the support they need! Veterans, transitioning active duty military personnel, and military spouses are encouraged to apply Please note, Brookdale is committed to complying with all applicable laws and regulations regarding mandatory COVID-19 vaccination. To support our associates in their journey to become a U.S. citizen, Brookdale offers to advance fees for naturalization (Form N-400) application costs, up to $725, less applicable taxes and withholding, for qualified associates who have been with us for at least a year. Responsibilities: Supports the implementation of person centered engagement to meet individual needs and interests of residents living with dementia. Communicates positively with residents, families, and community professionals regarding the Brookdale dementia care program and its benefits as well as communicate with families regarding residents' personal needs and successes. Assists the program manager or coordinator in ensuring programs are in compliance with state, federal, and other regulations and meet Brookdale's mission, policies, procedures and standards. Brookdale is an equal opportunity employer and a drug-free workplace. Salary Range Information: $14.20 - $16.83 / hour
Overview: Brookdale Ithaca is Hiring a Memory Care Activity Assistant! Brookdale Ithaca is a Wonderful 32 unit Memory Care Community located in Ithaca, NY! Why Join Brookdale Ithaca? Early Access to Paycheck - Paid Every Friday! Free Meals During Work Hours Largest Senior Living Operator in the United States Individual Health Plans Starting Under $33/Month! Part-Time Opportunity- MUST Have Weekend Availability! Brookdale is a GREAT place to further your career. We pride ourselves with a culture of caring. All leadership team members and associates partner together to make sure each resident feels like they are family. We recognize our staff with our monthly Everyday Hero award and prizes (PTO & Bonus). We have an established Associate Committee to give our associates a voice. We have a diverse and fulfilling team environment and commit to providing our employees the support they need Veterans, transitioning active duty military personnel, and military spouses are encouraged to apply. Please note, Brookdale is committed to complying with all applicable laws and regulations regarding mandatory COVID-19 vaccination. To support our associates in their journey to become a U.S. citizen, Brookdale offers to advance fees for naturalization (Form N-400) application costs, up to $725, less applicable taxes and withholding, for qualified associates who have been with us for at least a year. Responsibilities: Supports the implementation of person centered engagement to meet individual needs and interests of residents living with dementia. Communicates positively with residents, families, and community professionals regarding the Brookdale dementia care program and its benefits as well as communicate with families regarding residents' personal needs and successes. Assists the program manager or coordinator in ensuring programs are in compliance with state, federal, and other regulations and meet Brookdale's mission, policies, procedures and standards. Brookdale is an equal opportunity employer and a drug-free workplace. Salary Range Information: $14.20 - $16.83 / hour
09/23/2023
Full time
Overview: Brookdale Ithaca is Hiring a Memory Care Activity Assistant! Brookdale Ithaca is a Wonderful 32 unit Memory Care Community located in Ithaca, NY! Why Join Brookdale Ithaca? Early Access to Paycheck - Paid Every Friday! Free Meals During Work Hours Largest Senior Living Operator in the United States Individual Health Plans Starting Under $33/Month! Part-Time Opportunity- MUST Have Weekend Availability! Brookdale is a GREAT place to further your career. We pride ourselves with a culture of caring. All leadership team members and associates partner together to make sure each resident feels like they are family. We recognize our staff with our monthly Everyday Hero award and prizes (PTO & Bonus). We have an established Associate Committee to give our associates a voice. We have a diverse and fulfilling team environment and commit to providing our employees the support they need Veterans, transitioning active duty military personnel, and military spouses are encouraged to apply. Please note, Brookdale is committed to complying with all applicable laws and regulations regarding mandatory COVID-19 vaccination. To support our associates in their journey to become a U.S. citizen, Brookdale offers to advance fees for naturalization (Form N-400) application costs, up to $725, less applicable taxes and withholding, for qualified associates who have been with us for at least a year. Responsibilities: Supports the implementation of person centered engagement to meet individual needs and interests of residents living with dementia. Communicates positively with residents, families, and community professionals regarding the Brookdale dementia care program and its benefits as well as communicate with families regarding residents' personal needs and successes. Assists the program manager or coordinator in ensuring programs are in compliance with state, federal, and other regulations and meet Brookdale's mission, policies, procedures and standards. Brookdale is an equal opportunity employer and a drug-free workplace. Salary Range Information: $14.20 - $16.83 / hour
Brookdale Niagara MC (NY)
North Tonawanda, New York
Overview: Brookdale Niagara is Hiring a Memory Care Activity Assistant! Brookdale Niagara is a Wonderful 36 unit Memory Care Senior Living Community located in North Tonawanda, NY! Why Join Brookdale Niagara? Early Access to Paycheck - Paid Weekly on Friday's Free Meals During Work Hours Largest Senior Living Operator in the United States Memory Care Community with a Big Heart - Come join the Brookdale Family! Individual Health Plans Starting Under $33/Month! Part-Time Opportunity Brookdale is a GREAT place to further your career. We pride ourselves with a culture of caring. All leadership team members and associates partner together to make sure each resident feels like they are family. We recognize our staff with our monthly Everyday Hero award and prizes (PTO & Bonus). We have an established Associate Committee to give our associates a voice. We have a diverse and fulfilling team environment and commit to providing our employees the support they need Veterans, transitioning active duty military personnel, and military spouses are encouraged to apply. Please note, Brookdale is committed to complying with all applicable laws and regulations regarding mandatory COVID-19 vaccination. To support our associates in their journey to become a U.S. citizen, Brookdale offers to advance fees for naturalization (Form N-400) application costs, up to $725, less applicable taxes and withholding, for qualified associates who have been with us for at least a year. Responsibilities: Supports the implementation of person centered engagement to meet individual needs and interests of residents living with dementia. Communicates positively with residents, families, and community professionals regarding the Brookdale dementia care program and its benefits as well as communicate with families regarding residents' personal needs and successes. Assists the program manager or coordinator in ensuring programs are in compliance with state, federal, and other regulations and meet Brookdale's mission, policies, procedures and standards. Brookdale is an equal opportunity employer and a drug-free workplace. Salary Range Information: $14.20 - $16.83 / hour
09/23/2023
Full time
Overview: Brookdale Niagara is Hiring a Memory Care Activity Assistant! Brookdale Niagara is a Wonderful 36 unit Memory Care Senior Living Community located in North Tonawanda, NY! Why Join Brookdale Niagara? Early Access to Paycheck - Paid Weekly on Friday's Free Meals During Work Hours Largest Senior Living Operator in the United States Memory Care Community with a Big Heart - Come join the Brookdale Family! Individual Health Plans Starting Under $33/Month! Part-Time Opportunity Brookdale is a GREAT place to further your career. We pride ourselves with a culture of caring. All leadership team members and associates partner together to make sure each resident feels like they are family. We recognize our staff with our monthly Everyday Hero award and prizes (PTO & Bonus). We have an established Associate Committee to give our associates a voice. We have a diverse and fulfilling team environment and commit to providing our employees the support they need Veterans, transitioning active duty military personnel, and military spouses are encouraged to apply. Please note, Brookdale is committed to complying with all applicable laws and regulations regarding mandatory COVID-19 vaccination. To support our associates in their journey to become a U.S. citizen, Brookdale offers to advance fees for naturalization (Form N-400) application costs, up to $725, less applicable taxes and withholding, for qualified associates who have been with us for at least a year. Responsibilities: Supports the implementation of person centered engagement to meet individual needs and interests of residents living with dementia. Communicates positively with residents, families, and community professionals regarding the Brookdale dementia care program and its benefits as well as communicate with families regarding residents' personal needs and successes. Assists the program manager or coordinator in ensuring programs are in compliance with state, federal, and other regulations and meet Brookdale's mission, policies, procedures and standards. Brookdale is an equal opportunity employer and a drug-free workplace. Salary Range Information: $14.20 - $16.83 / hour
Grow your career with a growing organization Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat. And from a personal satisfaction perspective, you'll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now. The Senior Manager has responsibility for a team of certified financial planning professionals (CFPs) and other Financial Planning team staff that deliver comprehensive certified financial plans and financial planning services to employees and their households. This team will provide financial wellness and financial planning, as well as guidance, advice, introduction to products and solutions, and enrollment in professional account management (managed accounts). This specialized team will focus on supporting active and terminated plan participants through financial wellness assessments and/or financial planning, and identifying solutions to help plan participants achieve their near term and long term financial goals. This includes providing a goal based approach to achieving their financial goals through saving, investing, consolidating, debt / expense management, healthcare expense planning, distributions into or out of plans, growing household wealth, and protecting household assets. Empower is a dynamic and growing organization. In this role, we are seeking an entrepreneurial minded professional, with proven experience with data analytics and planning in a fast-growing organization. What you will do Responsible for guiding a team, including; selecting talent, processes, reporting, training scheduling, determining priorities, metrics, developing staff, coaching and managing performance. Manages a team of highly experienced representatives to provide financial planning, financial wellness, and products / solutions that help individuals achieve their planned goals. Team provides consultations via phone, video conferencing, or in person meetings when appropriate. In person meetings could be held in either dedicated Empower meeting location, an assigned employer meeting location, or in other offsite meeting locations, when appropriate. Manages and coordinates all aspects of team to ensure consistent high level of service is attained. Identifies trends and recommends proactive solutions to maximize service quality. Functions included in this team: This includes providing a goal based approach to achieving their financial goals through saving, investing, consolidating, debt / expense management, debt solutions, healthcare expense planning, distributions into or out of plans, college planning, insurance coverage, long-term care, retirement readiness, saving for multiple goals, health savings accounts, asset allocation reporting, roth conversion planning, stock/NUA planning, taxable v. tax-deferred planning, income planning, social security planning, RMD planning, tax planning, estate planning, generating household wealth, and protecting household assets, Responsible for innovating and evolving the team, definition and delivery of services, efficiencies and up-skilling the team. Plan and execute team meetings, implements contests or other morale building programs, assisting in training and interact with other departments to implement enhancements and/or changes impacting the internal or external customer experience. Drives the growth of successful financial wellness and financial planning capabilities within Empower that achieves AUM, revenue, and profit goals for team. Develops and monitors service and outcome standards to enhance experience of each caller and increase impact rates. Coaches, writes and delivers effective performance feedback and appraisals for all team members, addresses any team performance issues, tracks team members' attendance and leave schedules. Performs quality monitoring on team members. Provides ongoing feedback regarding quality of work to team members and develops processes to improve overall quality for the team/Department. As the supervisor of assigned representatives, will be responsible for ensuring that all supervisory controls are in place and regular audits are performed and documented. Fields and ensures resolution of escalated issues from representatives, clients, and participants. Identifies trends in escalated issues and proactively addresses with staff. Act as in a Supervisory Principal capacity approving financial plans, best interest fiduciary advice, and new account openings for representatives What you will bring Bachelor's degree or an equivalent combination of education and professional work experience FINRA Series 7, 63, 65 (or 66) & 24 registrations required within corporate-established timelines CRPC required within corporate-established timelines FINRA fingerprinting required Minimum of 5 years successfully leading sales/advisor/financial planning teams What will set you apart Fully licensed (Series 7.63, 65 and 24 registrations) strongly preferred. ChFC or CFP certifications preferred MBA or business oriented Master's degree preferred Bachelor's Degree; Advanced degree preferred Experience in a Telesales or Outbound Call center environment preferred Proven track record achieving/exceeding multi-product/service targets/goals Proven ability to build and lead a team in an ambiguous or unchartered area Prior call center/sales desk management experience preferred Excellent organization, prioritization and planning skills required Deep understanding of the retirement plan and consumer markets, investment products, advisory services and the mutual fund industry Entrepreneurial mindset Experience building a team and process Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT. What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities. Base Salary Range $102,100.00 - $148,000.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection. Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency .
09/23/2023
Full time
Grow your career with a growing organization Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat. And from a personal satisfaction perspective, you'll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now. The Senior Manager has responsibility for a team of certified financial planning professionals (CFPs) and other Financial Planning team staff that deliver comprehensive certified financial plans and financial planning services to employees and their households. This team will provide financial wellness and financial planning, as well as guidance, advice, introduction to products and solutions, and enrollment in professional account management (managed accounts). This specialized team will focus on supporting active and terminated plan participants through financial wellness assessments and/or financial planning, and identifying solutions to help plan participants achieve their near term and long term financial goals. This includes providing a goal based approach to achieving their financial goals through saving, investing, consolidating, debt / expense management, healthcare expense planning, distributions into or out of plans, growing household wealth, and protecting household assets. Empower is a dynamic and growing organization. In this role, we are seeking an entrepreneurial minded professional, with proven experience with data analytics and planning in a fast-growing organization. What you will do Responsible for guiding a team, including; selecting talent, processes, reporting, training scheduling, determining priorities, metrics, developing staff, coaching and managing performance. Manages a team of highly experienced representatives to provide financial planning, financial wellness, and products / solutions that help individuals achieve their planned goals. Team provides consultations via phone, video conferencing, or in person meetings when appropriate. In person meetings could be held in either dedicated Empower meeting location, an assigned employer meeting location, or in other offsite meeting locations, when appropriate. Manages and coordinates all aspects of team to ensure consistent high level of service is attained. Identifies trends and recommends proactive solutions to maximize service quality. Functions included in this team: This includes providing a goal based approach to achieving their financial goals through saving, investing, consolidating, debt / expense management, debt solutions, healthcare expense planning, distributions into or out of plans, college planning, insurance coverage, long-term care, retirement readiness, saving for multiple goals, health savings accounts, asset allocation reporting, roth conversion planning, stock/NUA planning, taxable v. tax-deferred planning, income planning, social security planning, RMD planning, tax planning, estate planning, generating household wealth, and protecting household assets, Responsible for innovating and evolving the team, definition and delivery of services, efficiencies and up-skilling the team. Plan and execute team meetings, implements contests or other morale building programs, assisting in training and interact with other departments to implement enhancements and/or changes impacting the internal or external customer experience. Drives the growth of successful financial wellness and financial planning capabilities within Empower that achieves AUM, revenue, and profit goals for team. Develops and monitors service and outcome standards to enhance experience of each caller and increase impact rates. Coaches, writes and delivers effective performance feedback and appraisals for all team members, addresses any team performance issues, tracks team members' attendance and leave schedules. Performs quality monitoring on team members. Provides ongoing feedback regarding quality of work to team members and develops processes to improve overall quality for the team/Department. As the supervisor of assigned representatives, will be responsible for ensuring that all supervisory controls are in place and regular audits are performed and documented. Fields and ensures resolution of escalated issues from representatives, clients, and participants. Identifies trends in escalated issues and proactively addresses with staff. Act as in a Supervisory Principal capacity approving financial plans, best interest fiduciary advice, and new account openings for representatives What you will bring Bachelor's degree or an equivalent combination of education and professional work experience FINRA Series 7, 63, 65 (or 66) & 24 registrations required within corporate-established timelines CRPC required within corporate-established timelines FINRA fingerprinting required Minimum of 5 years successfully leading sales/advisor/financial planning teams What will set you apart Fully licensed (Series 7.63, 65 and 24 registrations) strongly preferred. ChFC or CFP certifications preferred MBA or business oriented Master's degree preferred Bachelor's Degree; Advanced degree preferred Experience in a Telesales or Outbound Call center environment preferred Proven track record achieving/exceeding multi-product/service targets/goals Proven ability to build and lead a team in an ambiguous or unchartered area Prior call center/sales desk management experience preferred Excellent organization, prioritization and planning skills required Deep understanding of the retirement plan and consumer markets, investment products, advisory services and the mutual fund industry Entrepreneurial mindset Experience building a team and process Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT. What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities. Base Salary Range $102,100.00 - $148,000.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection. Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency .
Position Overview: This role will report to the Financial Controls Manager and will ensure timely and accurate filing of state and federal tax documents, including all sales tax filings. Seeking an open-minded, driven and technically sound individual to challenge the status quo and who is also passionate about elevating the tax function within an organization. Position Details: Work Environment: At Duluth Trading Company, we fundamentally believe in strong in-person interactions as our culture thrives when we learn, create, and collaborate with each other. We also believe that the future of work at Duluth Trading Company includes flexibility. The position will be based in our corporate headquarters, near Madison, WI, but it will offer a hybrid work arrangement allowing the flexibility to work a few days a week from home. What You'll Do: Reconcile and complete timely filings of sales and consumer taxes. Manage and facilitate state sales tax and IRS income tax audits: preparing responses, providing testing support, etc. Partner with external tax advisors to identify additional tax credit opportunities applicable to the Company. Provide support for the external preparation of the Company's federal tax returns to ensure accurate, timely filings. Responsible for the documentation and tie-out of the quarterly income tax provision, deferred assets/liabilities, and payable calculations for financial statement purposes, as well as the corresponding Form 10-Q/10-K disclosures. Monitor all tax-related correspondence and take the lead on bringing any issues to resolution. Maintain effective control procedures over all aspects of the tax process in accordance with the Sarbanes-Oxley Act. Complete and file all annual business licenses and any other regulatory requirements. Provide support for tax-specific requests from our external audit firm. What We're Looking For: BBA in accounting or related field, master's degree in business or accounting preferred Equivalent work experience would be considered C PA license preferred 3+ years of experience in a tax or public accounting role Sales and corporate tax knowledge A bility to streamline processes and create efficiencies. Familiarity with U.S. federal, state and local reporting requirements Team player, have ability to work independently and willingness to take on challenges Excellent time management skills, ability to prioritize and multitask Experience with sales and use tax software solution Duluth Headquarters Benefits and Perks As we continue to grow Duluth Trading Company and its house of brands, the perks have perked up, too. We've boosted an already impressive benefits package to include: unlimited paid time-off, 12-week full-pay parental leave, paid holiday time for the important observance of Martin Luther King Jr. Day and Juneteenth, flexible schedules, and more! Why'd we go all out? Because our pursuit of a better way means that when it comes to great talent, better perks are a given. Compensation: $71,000 to $90,000/Year Compensation is based on several factors including but not limited to education, work experience, certifications, etc. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. About Duluth Trading Company: Started in 1989, Duluth Trading Company exists to enable hard-working individuals to take on life with their own two hands. Folks that revel in doing it the hard way and celebrate finding a better way. We seek talented individuals who share these beliefs and are excited to further the Duluth Trading legacy with a digital-first mindset, always moving forward and always innovating. From ingenious Duluth workwear, to comfortably capable Buck Naked Underwear, to outside-embracing AKHG, to meticulously built and sourced Best Made, it's all about the innovative gear and gadgets that equip customers for a more hands-on way of life. Top-notch quality, immersive storytelling, outstanding customer service, and the shared belief that the go-all-in-and-dig-deep spirit exists with everyone are what sets Duluth Trading Co. apart. We seek talented folks looking to be part of a can-do team that's hellbent on helping the world to gear up, get its hands dirty, and do.
09/23/2023
Full time
Position Overview: This role will report to the Financial Controls Manager and will ensure timely and accurate filing of state and federal tax documents, including all sales tax filings. Seeking an open-minded, driven and technically sound individual to challenge the status quo and who is also passionate about elevating the tax function within an organization. Position Details: Work Environment: At Duluth Trading Company, we fundamentally believe in strong in-person interactions as our culture thrives when we learn, create, and collaborate with each other. We also believe that the future of work at Duluth Trading Company includes flexibility. The position will be based in our corporate headquarters, near Madison, WI, but it will offer a hybrid work arrangement allowing the flexibility to work a few days a week from home. What You'll Do: Reconcile and complete timely filings of sales and consumer taxes. Manage and facilitate state sales tax and IRS income tax audits: preparing responses, providing testing support, etc. Partner with external tax advisors to identify additional tax credit opportunities applicable to the Company. Provide support for the external preparation of the Company's federal tax returns to ensure accurate, timely filings. Responsible for the documentation and tie-out of the quarterly income tax provision, deferred assets/liabilities, and payable calculations for financial statement purposes, as well as the corresponding Form 10-Q/10-K disclosures. Monitor all tax-related correspondence and take the lead on bringing any issues to resolution. Maintain effective control procedures over all aspects of the tax process in accordance with the Sarbanes-Oxley Act. Complete and file all annual business licenses and any other regulatory requirements. Provide support for tax-specific requests from our external audit firm. What We're Looking For: BBA in accounting or related field, master's degree in business or accounting preferred Equivalent work experience would be considered C PA license preferred 3+ years of experience in a tax or public accounting role Sales and corporate tax knowledge A bility to streamline processes and create efficiencies. Familiarity with U.S. federal, state and local reporting requirements Team player, have ability to work independently and willingness to take on challenges Excellent time management skills, ability to prioritize and multitask Experience with sales and use tax software solution Duluth Headquarters Benefits and Perks As we continue to grow Duluth Trading Company and its house of brands, the perks have perked up, too. We've boosted an already impressive benefits package to include: unlimited paid time-off, 12-week full-pay parental leave, paid holiday time for the important observance of Martin Luther King Jr. Day and Juneteenth, flexible schedules, and more! Why'd we go all out? Because our pursuit of a better way means that when it comes to great talent, better perks are a given. Compensation: $71,000 to $90,000/Year Compensation is based on several factors including but not limited to education, work experience, certifications, etc. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. About Duluth Trading Company: Started in 1989, Duluth Trading Company exists to enable hard-working individuals to take on life with their own two hands. Folks that revel in doing it the hard way and celebrate finding a better way. We seek talented individuals who share these beliefs and are excited to further the Duluth Trading legacy with a digital-first mindset, always moving forward and always innovating. From ingenious Duluth workwear, to comfortably capable Buck Naked Underwear, to outside-embracing AKHG, to meticulously built and sourced Best Made, it's all about the innovative gear and gadgets that equip customers for a more hands-on way of life. Top-notch quality, immersive storytelling, outstanding customer service, and the shared belief that the go-all-in-and-dig-deep spirit exists with everyone are what sets Duluth Trading Co. apart. We seek talented folks looking to be part of a can-do team that's hellbent on helping the world to gear up, get its hands dirty, and do.
At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. About this role: Wells Fargo is seeking a Senior Tangible Personal Property Specialist in Trust Services as part of Wealth and Investment Management. Learn more about the career areas and lines of business at In this role, you will: Partner with field investment managers and other Wealth Management Group (WMG) professionals to develop and expand business Communicate directly with clients, Wells Fargo partners and centers of influence as well as external resources i.e., accountants, attorneys, who are related to the client's accounts as part of day-to-day administration Analyze trust/financial information, react accordingly and re-prioritize if appropriate May act as a mentor Oversee complex, unique needs of estates and trusts during the death settlement process Assist in the management of probate and trust estates following the death of an existing Wells Fargo client Identify issues and research across jurisdictions Create, enhance, and expand customer relationships Ensure that the probate estate or trust account is managed in compliance with the governing document, bank policy and procedure, as well as with statutory and common law requirements Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals The Tangible Personal Property Specialist manages the proactive delivery and oversight of death settlement services related to securing property, asset collection and valuation, and delivery or sale of property for estates and death settlement accounts. Travel by both airplane and/or automobile required to secure and marshal personal property assets located in the decedent's residence, safe deposit box or other locations. This position is seen as a subject matter expert for tangible property and provides direct interaction with co-fiduciaries, centers of influence, beneficiaries, vendors and bank partners in a professional and empathetic manner. Administers the client account in order to create, expand and service Estate Services relationships while managing the risk of those accounts. Required Qualifications: 4+ years of Fiduciary Products experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: 4+ years of experience in one or a combination of the following: financial services, trust, estate settlement or legal 2+ years of experience in one or a combination of the following: estate planning, estate tax, or fiduciary administration Knowledge and understanding of Federal and State probate, trust and tax laws Public Accountant, A Juris Doctor (JD) degree or a Legum Magister (LLM) degree in Tax designations CTFA - Certified Trust, Financial Advisor, CFP-Certified Financial Planner, or CPA-Certified Fiduciary experience with trust (personal) Ability to interact with all levels of an organization Excellent verbal, written, and interpersonal communication skills Strong analytical skills with high attention to detail and accuracy Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important Ability to work effectively, as well as independently, in a team environment Ability to make timely decisions in complex situations that demonstrate sound rationale, experience and judgment Experience in a client facing environment Pay Range: San Francisco, CA $87,700 - 155,900 Seattle, WA $87,700 - 155,900 Long Beach, CA $80,400- 143,000 Los Angeles, CA $80,400- 143,000 San Diego, CA $80,400- 143,000 Salt Lake City, UT $73,100.00 - $129,900.00 St. Louis. MO, $73,100.00 - $129,900.00 Des Moines, IA $73,100.00 - $129,900.00 Scottsdale, AZ $73,100.00 - $129,900.00 Job Locations: 420 Montgomery, San Francisco, CA 3rd Ave., Seattle, WA West Ocean Blvd, Long Beach CA, Wilshire Blvd, Fl. 52 Los Angeles, CA Executive Drive, San Diego, CA S Main St., Salt Lake City, UT Pine St., Building E, St. Louis, MO Walnut St., Des Moines, IA N Scottsdale Rd., Scottsdale, AZ 85253 Job Expectations: Ability to travel up to 75% of the time Ability to work nights, weekends, and/or holidays as needed or scheduled Candidate must be able to travel to and ambulate through both ADA and non-ADA compliant environments such as, but not limited to, clients' private residences. Pay Range $73,100.00 - $155,900.00 Benefits Wells Fargo provides all eligible full- and part-time employees with a comprehensive set of benefits designed to protect their physical and financial health and to help them make the most of their financial future. Visit Benefits - Wells Fargo Careers for an overview of the following benefit plans and programs offered to employees. 401(k) Plan Paid Time Off Parental Leave Critical Caregiving Leave Discounts and Savings Health Benefits Commuter Benefits Tuition Reimbursement Scholarships for dependent children Adoption Reimbursement We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
09/23/2023
Full time
At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. About this role: Wells Fargo is seeking a Senior Tangible Personal Property Specialist in Trust Services as part of Wealth and Investment Management. Learn more about the career areas and lines of business at In this role, you will: Partner with field investment managers and other Wealth Management Group (WMG) professionals to develop and expand business Communicate directly with clients, Wells Fargo partners and centers of influence as well as external resources i.e., accountants, attorneys, who are related to the client's accounts as part of day-to-day administration Analyze trust/financial information, react accordingly and re-prioritize if appropriate May act as a mentor Oversee complex, unique needs of estates and trusts during the death settlement process Assist in the management of probate and trust estates following the death of an existing Wells Fargo client Identify issues and research across jurisdictions Create, enhance, and expand customer relationships Ensure that the probate estate or trust account is managed in compliance with the governing document, bank policy and procedure, as well as with statutory and common law requirements Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals The Tangible Personal Property Specialist manages the proactive delivery and oversight of death settlement services related to securing property, asset collection and valuation, and delivery or sale of property for estates and death settlement accounts. Travel by both airplane and/or automobile required to secure and marshal personal property assets located in the decedent's residence, safe deposit box or other locations. This position is seen as a subject matter expert for tangible property and provides direct interaction with co-fiduciaries, centers of influence, beneficiaries, vendors and bank partners in a professional and empathetic manner. Administers the client account in order to create, expand and service Estate Services relationships while managing the risk of those accounts. Required Qualifications: 4+ years of Fiduciary Products experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: 4+ years of experience in one or a combination of the following: financial services, trust, estate settlement or legal 2+ years of experience in one or a combination of the following: estate planning, estate tax, or fiduciary administration Knowledge and understanding of Federal and State probate, trust and tax laws Public Accountant, A Juris Doctor (JD) degree or a Legum Magister (LLM) degree in Tax designations CTFA - Certified Trust, Financial Advisor, CFP-Certified Financial Planner, or CPA-Certified Fiduciary experience with trust (personal) Ability to interact with all levels of an organization Excellent verbal, written, and interpersonal communication skills Strong analytical skills with high attention to detail and accuracy Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important Ability to work effectively, as well as independently, in a team environment Ability to make timely decisions in complex situations that demonstrate sound rationale, experience and judgment Experience in a client facing environment Pay Range: San Francisco, CA $87,700 - 155,900 Seattle, WA $87,700 - 155,900 Long Beach, CA $80,400- 143,000 Los Angeles, CA $80,400- 143,000 San Diego, CA $80,400- 143,000 Salt Lake City, UT $73,100.00 - $129,900.00 St. Louis. MO, $73,100.00 - $129,900.00 Des Moines, IA $73,100.00 - $129,900.00 Scottsdale, AZ $73,100.00 - $129,900.00 Job Locations: 420 Montgomery, San Francisco, CA 3rd Ave., Seattle, WA West Ocean Blvd, Long Beach CA, Wilshire Blvd, Fl. 52 Los Angeles, CA Executive Drive, San Diego, CA S Main St., Salt Lake City, UT Pine St., Building E, St. Louis, MO Walnut St., Des Moines, IA N Scottsdale Rd., Scottsdale, AZ 85253 Job Expectations: Ability to travel up to 75% of the time Ability to work nights, weekends, and/or holidays as needed or scheduled Candidate must be able to travel to and ambulate through both ADA and non-ADA compliant environments such as, but not limited to, clients' private residences. Pay Range $73,100.00 - $155,900.00 Benefits Wells Fargo provides all eligible full- and part-time employees with a comprehensive set of benefits designed to protect their physical and financial health and to help them make the most of their financial future. Visit Benefits - Wells Fargo Careers for an overview of the following benefit plans and programs offered to employees. 401(k) Plan Paid Time Off Parental Leave Critical Caregiving Leave Discounts and Savings Health Benefits Commuter Benefits Tuition Reimbursement Scholarships for dependent children Adoption Reimbursement We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. About this role: Wells Fargo is seeking a Senior Tangible Personal Property Specialist in Trust Services as part of Wealth and Investment Management. Learn more about the career areas and lines of business at In this role, you will: Partner with field investment managers and other Wealth Management Group (WMG) professionals to develop and expand business Communicate directly with clients, Wells Fargo partners and centers of influence as well as external resources i.e., accountants, attorneys, who are related to the client's accounts as part of day-to-day administration Analyze trust/financial information, react accordingly and re-prioritize if appropriate May act as a mentor Oversee complex, unique needs of estates and trusts during the death settlement process Assist in the management of probate and trust estates following the death of an existing Wells Fargo client Identify issues and research across jurisdictions Create, enhance, and expand customer relationships Ensure that the probate estate or trust account is managed in compliance with the governing document, bank policy and procedure, as well as with statutory and common law requirements Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals The Tangible Personal Property Specialist manages the proactive delivery and oversight of death settlement services related to securing property, asset collection and valuation, and delivery or sale of property for estates and death settlement accounts. Travel by both airplane and/or automobile required to secure and marshal personal property assets located in the decedent's residence, safe deposit box or other locations. This position is seen as a subject matter expert for tangible property and provides direct interaction with co-fiduciaries, centers of influence, beneficiaries, vendors and bank partners in a professional and empathetic manner. Administers the client account in order to create, expand and service Estate Services relationships while managing the risk of those accounts. Required Qualifications: 4+ years of Fiduciary Products experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: 4+ years of experience in one or a combination of the following: financial services, trust, estate settlement or legal 2+ years of experience in one or a combination of the following: estate planning, estate tax, or fiduciary administration Knowledge and understanding of Federal and State probate, trust and tax laws Public Accountant, A Juris Doctor (JD) degree or a Legum Magister (LLM) degree in Tax designations CTFA - Certified Trust, Financial Advisor, CFP-Certified Financial Planner, or CPA-Certified Fiduciary experience with trust (personal) Ability to interact with all levels of an organization Excellent verbal, written, and interpersonal communication skills Strong analytical skills with high attention to detail and accuracy Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important Ability to work effectively, as well as independently, in a team environment Ability to make timely decisions in complex situations that demonstrate sound rationale, experience and judgment Experience in a client facing environment Pay Range: San Francisco, CA $87,700 - 155,900 Seattle, WA $87,700 - 155,900 Long Beach, CA $80,400- 143,000 Los Angeles, CA $80,400- 143,000 San Diego, CA $80,400- 143,000 Salt Lake City, UT $73,100.00 - $129,900.00 St. Louis. MO, $73,100.00 - $129,900.00 Des Moines, IA $73,100.00 - $129,900.00 Scottsdale, AZ $73,100.00 - $129,900.00 Job Locations: 420 Montgomery, San Francisco, CA 3rd Ave., Seattle, WA West Ocean Blvd, Long Beach CA, Wilshire Blvd, Fl. 52 Los Angeles, CA Executive Drive, San Diego, CA S Main St., Salt Lake City, UT Pine St., Building E, St. Louis, MO Walnut St., Des Moines, IA N Scottsdale Rd., Scottsdale, AZ 85253 Job Expectations: Ability to travel up to 75% of the time Ability to work nights, weekends, and/or holidays as needed or scheduled Candidate must be able to travel to and ambulate through both ADA and non-ADA compliant environments such as, but not limited to, clients' private residences. Pay Range $73,100.00 - $155,900.00 Benefits Wells Fargo provides all eligible full- and part-time employees with a comprehensive set of benefits designed to protect their physical and financial health and to help them make the most of their financial future. Visit Benefits - Wells Fargo Careers for an overview of the following benefit plans and programs offered to employees. 401(k) Plan Paid Time Off Parental Leave Critical Caregiving Leave Discounts and Savings Health Benefits Commuter Benefits Tuition Reimbursement Scholarships for dependent children Adoption Reimbursement We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
09/23/2023
Full time
At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. About this role: Wells Fargo is seeking a Senior Tangible Personal Property Specialist in Trust Services as part of Wealth and Investment Management. Learn more about the career areas and lines of business at In this role, you will: Partner with field investment managers and other Wealth Management Group (WMG) professionals to develop and expand business Communicate directly with clients, Wells Fargo partners and centers of influence as well as external resources i.e., accountants, attorneys, who are related to the client's accounts as part of day-to-day administration Analyze trust/financial information, react accordingly and re-prioritize if appropriate May act as a mentor Oversee complex, unique needs of estates and trusts during the death settlement process Assist in the management of probate and trust estates following the death of an existing Wells Fargo client Identify issues and research across jurisdictions Create, enhance, and expand customer relationships Ensure that the probate estate or trust account is managed in compliance with the governing document, bank policy and procedure, as well as with statutory and common law requirements Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals The Tangible Personal Property Specialist manages the proactive delivery and oversight of death settlement services related to securing property, asset collection and valuation, and delivery or sale of property for estates and death settlement accounts. Travel by both airplane and/or automobile required to secure and marshal personal property assets located in the decedent's residence, safe deposit box or other locations. This position is seen as a subject matter expert for tangible property and provides direct interaction with co-fiduciaries, centers of influence, beneficiaries, vendors and bank partners in a professional and empathetic manner. Administers the client account in order to create, expand and service Estate Services relationships while managing the risk of those accounts. Required Qualifications: 4+ years of Fiduciary Products experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: 4+ years of experience in one or a combination of the following: financial services, trust, estate settlement or legal 2+ years of experience in one or a combination of the following: estate planning, estate tax, or fiduciary administration Knowledge and understanding of Federal and State probate, trust and tax laws Public Accountant, A Juris Doctor (JD) degree or a Legum Magister (LLM) degree in Tax designations CTFA - Certified Trust, Financial Advisor, CFP-Certified Financial Planner, or CPA-Certified Fiduciary experience with trust (personal) Ability to interact with all levels of an organization Excellent verbal, written, and interpersonal communication skills Strong analytical skills with high attention to detail and accuracy Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important Ability to work effectively, as well as independently, in a team environment Ability to make timely decisions in complex situations that demonstrate sound rationale, experience and judgment Experience in a client facing environment Pay Range: San Francisco, CA $87,700 - 155,900 Seattle, WA $87,700 - 155,900 Long Beach, CA $80,400- 143,000 Los Angeles, CA $80,400- 143,000 San Diego, CA $80,400- 143,000 Salt Lake City, UT $73,100.00 - $129,900.00 St. Louis. MO, $73,100.00 - $129,900.00 Des Moines, IA $73,100.00 - $129,900.00 Scottsdale, AZ $73,100.00 - $129,900.00 Job Locations: 420 Montgomery, San Francisco, CA 3rd Ave., Seattle, WA West Ocean Blvd, Long Beach CA, Wilshire Blvd, Fl. 52 Los Angeles, CA Executive Drive, San Diego, CA S Main St., Salt Lake City, UT Pine St., Building E, St. Louis, MO Walnut St., Des Moines, IA N Scottsdale Rd., Scottsdale, AZ 85253 Job Expectations: Ability to travel up to 75% of the time Ability to work nights, weekends, and/or holidays as needed or scheduled Candidate must be able to travel to and ambulate through both ADA and non-ADA compliant environments such as, but not limited to, clients' private residences. Pay Range $73,100.00 - $155,900.00 Benefits Wells Fargo provides all eligible full- and part-time employees with a comprehensive set of benefits designed to protect their physical and financial health and to help them make the most of their financial future. Visit Benefits - Wells Fargo Careers for an overview of the following benefit plans and programs offered to employees. 401(k) Plan Paid Time Off Parental Leave Critical Caregiving Leave Discounts and Savings Health Benefits Commuter Benefits Tuition Reimbursement Scholarships for dependent children Adoption Reimbursement We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Graham Healthcare Group is seeking a Remote Senior HRIS Analyst. The primary focus of this position is to support the maintenance of the human resource management system (HRMS), Workday, in addition to other systems supported by the HRIS team. This position serves as a technical point of contact for functional areas within the Human Resources Department (including HCM, Recruiting, Payroll) and assists subject matter experts with ensuring data integrity, testing of system changes, report writing and analyzing data flows for process improvement opportunities. This position will have a strong knowledge of standard HR principles and exhibit a thorough understand of established analytical methods. Senior HRIS Analyst Responsibilities Senior HRIS: Serve as the Senior Workday HRIS partner supporting Graham Healthcare Group's HCM and Recruiting areas with a focus on the following workstreams: Core HR, Talent, Compensation, Recruiting, and Onboarding. Provide consultation to HR Business Partners and internal customers, building domain knowledge, gathering requirements, providing solutions and impact analysis. Serve as subject matter expert on current and upcoming Workday capabilities. Evaluate releases and functionality to identify opportunities to improve and optimize the use of Workday. Configure, test, and validate Core HR, Talent, Compensation, Recruiting and Onboarding changes; including updates required to support underlying business processes, calculated fields, notifications, condition rules and "To Do's". Maintain master data values in Workday (ex: Job Profile, Job Family, Job Group, Roles, Custom Organization Types, Positions, Locations). Serve as an escalation resource for Tier 2 & 3 issues. Provide input and knowledge sharing with Workday Team Lead, Workday Team Members, and internal customers as appropriate. Participate in scheduled and ad hoc training to improve policy and process acumen. General HRIS: Applies technical and functional HR knowledge to the improvement, maintenance, and development of HR systems to support HR business needs and requirements. Performs troubleshooting of HR systems by researching and identifying the root causes for data problems such as: system limitations or design, user error, or lack of standard procedures for accurate ongoing administration of HR systems and reports. Performs audits of various datasets to ensure HR data integrity and efficient processing of HR data; develops business rules to validate data to maintain ongoing data integrity. Promotes data standardization and recommends best practices to support business needs. Supports, and at times leads, new HR system implementations and integrations. Assists HR leadership and HR staff with various projects and tasks as needed. Serves as internal contact for Workday and other HR systems; requests and/or modifies system configurations accordingly, to include business rules and workflows. Maintains data integrity in systems by running queries and analyzing data. Development/Process Improvement/Training: Develops new processes and forms within Workday. Creates and maintains general setup, security, business processes and workflows as the system architect. Oversees the Core, Talent management and Onboarding modules development and functionality. Assists with development of user procedures, guidelines and documentation, written, verbal and video. Train clients on new processes/functionality. Train new system users as needed. Provides support cross functionally to HR department as business needs come up, ex. HR Coordinator Activities etc. Recommend process/customer service improvements, innovative solutions. Serve as a key liaison with third parties and other stakeholders. Use project management skills in managing projects. May provide overall project management for a given HR initiative. Assist in development of standard reports for ongoing customer needs. Delivers efficient, consistent resolution of customer issues using customer first approach. All other duties as assigned by manager. Senior HRIS Analyst Requirements Knowledge of data structure and businesses processes related to Workday HR, Compensation, Recruiting, Onboarding, and Talent. Understanding of HR operations and experience in employee data management. Demonstrated ability to think in terms of conditional logic. Ability to understand and anticipate cause and effect impacts Possess the following leadership qualities: patience, dependability, good and sound judgement, ability to manage concurrent demands, and excellent customer service. Must be able to document accurately and appropriately. Must be able to work in a team environment, both in-person and virtually, as well as independently with minimal supervision. Must have strong follow-through skills, keen attention to deadlines and ability to be the driving force behind the completion of multiple project. Possess excellent interpersonal, written and verbal communication skills and can understand and explain employee situations and solutions. Strives to continuously build knowledge and skills, shares expertise with others Education and/or Experience Bachelor's degree or related field or equivalent work experience. Minimum of 3-5 years of "hands-on" implementation or production support experience in the areas of Workday HCM, Recruiting, Onboarding, Compensation and Talent. Experience in a Lead role in support of an acquisition or new company configuration in Workday. Experience in a large company environment supporting complex business processes. Strong underlying HR functional operations knowledge. Project management experience preferred. Systems implementation experience preferred. Proficient in Microsoft Office suite. Advance Microsoft Excel. About Graham Healthcare Group: As an innovator in an evolving healthcare world, Graham Healthcare Group has been designing business and technology solutions to drive better care, outcomes, and productivity within its own home health and hospice companies for over 20 years. In the last several years, our solutions have been successfully integrated across the healthcare continuum. Join the Graham Healthcare Group and enjoy the following benefits: Competitive Pay: With opportunity for advancement Health and Welfare Benefits : Various medical, dental, and vision insurance options for you and your family to choose from. Supplemental Benefits: Company paid life insurance and disability benefits. Also, pre-tax FSA and HSA plans are offered. Generous PTO Packages: 15 days PTO that grows with your tenure, 6 paid holidays, 1 personal day. Retirement: Save for your future with our company offered 401k plan and pension. Pension: A company funded retirement credit up to $50,000 provided after 3 years of service Company-Paid Education Programs: Grow your career by taking advantage of discounts on tuition for selected courses offered by Purdue and Kaplan. DailyPay: Access your pay when you need it! Benefits may vary based on your employment status. NOTICE: Successful completion of a drug screen prior to employment is part of our background process, which includes medical and recreational marijuana. By supplying your phone number, you agree to receive communication via phone or text. By submitting your application, you are confirming that you are legally authorized to work in the United States. JR# JR233041
09/23/2023
Full time
Graham Healthcare Group is seeking a Remote Senior HRIS Analyst. The primary focus of this position is to support the maintenance of the human resource management system (HRMS), Workday, in addition to other systems supported by the HRIS team. This position serves as a technical point of contact for functional areas within the Human Resources Department (including HCM, Recruiting, Payroll) and assists subject matter experts with ensuring data integrity, testing of system changes, report writing and analyzing data flows for process improvement opportunities. This position will have a strong knowledge of standard HR principles and exhibit a thorough understand of established analytical methods. Senior HRIS Analyst Responsibilities Senior HRIS: Serve as the Senior Workday HRIS partner supporting Graham Healthcare Group's HCM and Recruiting areas with a focus on the following workstreams: Core HR, Talent, Compensation, Recruiting, and Onboarding. Provide consultation to HR Business Partners and internal customers, building domain knowledge, gathering requirements, providing solutions and impact analysis. Serve as subject matter expert on current and upcoming Workday capabilities. Evaluate releases and functionality to identify opportunities to improve and optimize the use of Workday. Configure, test, and validate Core HR, Talent, Compensation, Recruiting and Onboarding changes; including updates required to support underlying business processes, calculated fields, notifications, condition rules and "To Do's". Maintain master data values in Workday (ex: Job Profile, Job Family, Job Group, Roles, Custom Organization Types, Positions, Locations). Serve as an escalation resource for Tier 2 & 3 issues. Provide input and knowledge sharing with Workday Team Lead, Workday Team Members, and internal customers as appropriate. Participate in scheduled and ad hoc training to improve policy and process acumen. General HRIS: Applies technical and functional HR knowledge to the improvement, maintenance, and development of HR systems to support HR business needs and requirements. Performs troubleshooting of HR systems by researching and identifying the root causes for data problems such as: system limitations or design, user error, or lack of standard procedures for accurate ongoing administration of HR systems and reports. Performs audits of various datasets to ensure HR data integrity and efficient processing of HR data; develops business rules to validate data to maintain ongoing data integrity. Promotes data standardization and recommends best practices to support business needs. Supports, and at times leads, new HR system implementations and integrations. Assists HR leadership and HR staff with various projects and tasks as needed. Serves as internal contact for Workday and other HR systems; requests and/or modifies system configurations accordingly, to include business rules and workflows. Maintains data integrity in systems by running queries and analyzing data. Development/Process Improvement/Training: Develops new processes and forms within Workday. Creates and maintains general setup, security, business processes and workflows as the system architect. Oversees the Core, Talent management and Onboarding modules development and functionality. Assists with development of user procedures, guidelines and documentation, written, verbal and video. Train clients on new processes/functionality. Train new system users as needed. Provides support cross functionally to HR department as business needs come up, ex. HR Coordinator Activities etc. Recommend process/customer service improvements, innovative solutions. Serve as a key liaison with third parties and other stakeholders. Use project management skills in managing projects. May provide overall project management for a given HR initiative. Assist in development of standard reports for ongoing customer needs. Delivers efficient, consistent resolution of customer issues using customer first approach. All other duties as assigned by manager. Senior HRIS Analyst Requirements Knowledge of data structure and businesses processes related to Workday HR, Compensation, Recruiting, Onboarding, and Talent. Understanding of HR operations and experience in employee data management. Demonstrated ability to think in terms of conditional logic. Ability to understand and anticipate cause and effect impacts Possess the following leadership qualities: patience, dependability, good and sound judgement, ability to manage concurrent demands, and excellent customer service. Must be able to document accurately and appropriately. Must be able to work in a team environment, both in-person and virtually, as well as independently with minimal supervision. Must have strong follow-through skills, keen attention to deadlines and ability to be the driving force behind the completion of multiple project. Possess excellent interpersonal, written and verbal communication skills and can understand and explain employee situations and solutions. Strives to continuously build knowledge and skills, shares expertise with others Education and/or Experience Bachelor's degree or related field or equivalent work experience. Minimum of 3-5 years of "hands-on" implementation or production support experience in the areas of Workday HCM, Recruiting, Onboarding, Compensation and Talent. Experience in a Lead role in support of an acquisition or new company configuration in Workday. Experience in a large company environment supporting complex business processes. Strong underlying HR functional operations knowledge. Project management experience preferred. Systems implementation experience preferred. Proficient in Microsoft Office suite. Advance Microsoft Excel. About Graham Healthcare Group: As an innovator in an evolving healthcare world, Graham Healthcare Group has been designing business and technology solutions to drive better care, outcomes, and productivity within its own home health and hospice companies for over 20 years. In the last several years, our solutions have been successfully integrated across the healthcare continuum. Join the Graham Healthcare Group and enjoy the following benefits: Competitive Pay: With opportunity for advancement Health and Welfare Benefits : Various medical, dental, and vision insurance options for you and your family to choose from. Supplemental Benefits: Company paid life insurance and disability benefits. Also, pre-tax FSA and HSA plans are offered. Generous PTO Packages: 15 days PTO that grows with your tenure, 6 paid holidays, 1 personal day. Retirement: Save for your future with our company offered 401k plan and pension. Pension: A company funded retirement credit up to $50,000 provided after 3 years of service Company-Paid Education Programs: Grow your career by taking advantage of discounts on tuition for selected courses offered by Purdue and Kaplan. DailyPay: Access your pay when you need it! Benefits may vary based on your employment status. NOTICE: Successful completion of a drug screen prior to employment is part of our background process, which includes medical and recreational marijuana. By supplying your phone number, you agree to receive communication via phone or text. By submitting your application, you are confirming that you are legally authorized to work in the United States. JR# JR233041
At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. About this role: Wells Fargo is seeking a Senior Tangible Personal Property Specialist in Trust Services as part of Wealth and Investment Management. Learn more about the career areas and lines of business at In this role, you will: Partner with field investment managers and other Wealth Management Group (WMG) professionals to develop and expand business Communicate directly with clients, Wells Fargo partners and centers of influence as well as external resources i.e., accountants, attorneys, who are related to the client's accounts as part of day-to-day administration Analyze trust/financial information, react accordingly and re-prioritize if appropriate May act as a mentor Oversee complex, unique needs of estates and trusts during the death settlement process Assist in the management of probate and trust estates following the death of an existing Wells Fargo client Identify issues and research across jurisdictions Create, enhance, and expand customer relationships Ensure that the probate estate or trust account is managed in compliance with the governing document, bank policy and procedure, as well as with statutory and common law requirements Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals The Tangible Personal Property Specialist manages the proactive delivery and oversight of death settlement services related to securing property, asset collection and valuation, and delivery or sale of property for estates and death settlement accounts. Travel by both airplane and/or automobile required to secure and marshal personal property assets located in the decedent's residence, safe deposit box or other locations. This position is seen as a subject matter expert for tangible property and provides direct interaction with co-fiduciaries, centers of influence, beneficiaries, vendors and bank partners in a professional and empathetic manner. Administers the client account in order to create, expand and service Estate Services relationships while managing the risk of those accounts. Required Qualifications: 4+ years of Fiduciary Products experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: 4+ years of experience in one or a combination of the following: financial services, trust, estate settlement or legal 2+ years of experience in one or a combination of the following: estate planning, estate tax, or fiduciary administration Knowledge and understanding of Federal and State probate, trust and tax laws Public Accountant, A Juris Doctor (JD) degree or a Legum Magister (LLM) degree in Tax designations CTFA - Certified Trust, Financial Advisor, CFP-Certified Financial Planner, or CPA-Certified Fiduciary experience with trust (personal) Ability to interact with all levels of an organization Excellent verbal, written, and interpersonal communication skills Strong analytical skills with high attention to detail and accuracy Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important Ability to work effectively, as well as independently, in a team environment Ability to make timely decisions in complex situations that demonstrate sound rationale, experience and judgment Experience in a client facing environment Pay Range: San Francisco, CA $87,700 - 155,900 Seattle, WA $87,700 - 155,900 Long Beach, CA $80,400- 143,000 Los Angeles, CA $80,400- 143,000 San Diego, CA $80,400- 143,000 Salt Lake City, UT $73,100.00 - $129,900.00 St. Louis. MO, $73,100.00 - $129,900.00 Des Moines, IA $73,100.00 - $129,900.00 Scottsdale, AZ $73,100.00 - $129,900.00 Job Locations: 420 Montgomery, San Francisco, CA 3rd Ave., Seattle, WA West Ocean Blvd, Long Beach CA, Wilshire Blvd, Fl. 52 Los Angeles, CA Executive Drive, San Diego, CA S Main St., Salt Lake City, UT Pine St., Building E, St. Louis, MO Walnut St., Des Moines, IA N Scottsdale Rd., Scottsdale, AZ 85253 Job Expectations: Ability to travel up to 75% of the time Ability to work nights, weekends, and/or holidays as needed or scheduled Candidate must be able to travel to and ambulate through both ADA and non-ADA compliant environments such as, but not limited to, clients' private residences. Pay Range $73,100.00 - $155,900.00 Benefits Wells Fargo provides all eligible full- and part-time employees with a comprehensive set of benefits designed to protect their physical and financial health and to help them make the most of their financial future. Visit Benefits - Wells Fargo Careers for an overview of the following benefit plans and programs offered to employees. 401(k) Plan Paid Time Off Parental Leave Critical Caregiving Leave Discounts and Savings Health Benefits Commuter Benefits Tuition Reimbursement Scholarships for dependent children Adoption Reimbursement We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
09/23/2023
Full time
At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. About this role: Wells Fargo is seeking a Senior Tangible Personal Property Specialist in Trust Services as part of Wealth and Investment Management. Learn more about the career areas and lines of business at In this role, you will: Partner with field investment managers and other Wealth Management Group (WMG) professionals to develop and expand business Communicate directly with clients, Wells Fargo partners and centers of influence as well as external resources i.e., accountants, attorneys, who are related to the client's accounts as part of day-to-day administration Analyze trust/financial information, react accordingly and re-prioritize if appropriate May act as a mentor Oversee complex, unique needs of estates and trusts during the death settlement process Assist in the management of probate and trust estates following the death of an existing Wells Fargo client Identify issues and research across jurisdictions Create, enhance, and expand customer relationships Ensure that the probate estate or trust account is managed in compliance with the governing document, bank policy and procedure, as well as with statutory and common law requirements Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals The Tangible Personal Property Specialist manages the proactive delivery and oversight of death settlement services related to securing property, asset collection and valuation, and delivery or sale of property for estates and death settlement accounts. Travel by both airplane and/or automobile required to secure and marshal personal property assets located in the decedent's residence, safe deposit box or other locations. This position is seen as a subject matter expert for tangible property and provides direct interaction with co-fiduciaries, centers of influence, beneficiaries, vendors and bank partners in a professional and empathetic manner. Administers the client account in order to create, expand and service Estate Services relationships while managing the risk of those accounts. Required Qualifications: 4+ years of Fiduciary Products experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: 4+ years of experience in one or a combination of the following: financial services, trust, estate settlement or legal 2+ years of experience in one or a combination of the following: estate planning, estate tax, or fiduciary administration Knowledge and understanding of Federal and State probate, trust and tax laws Public Accountant, A Juris Doctor (JD) degree or a Legum Magister (LLM) degree in Tax designations CTFA - Certified Trust, Financial Advisor, CFP-Certified Financial Planner, or CPA-Certified Fiduciary experience with trust (personal) Ability to interact with all levels of an organization Excellent verbal, written, and interpersonal communication skills Strong analytical skills with high attention to detail and accuracy Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important Ability to work effectively, as well as independently, in a team environment Ability to make timely decisions in complex situations that demonstrate sound rationale, experience and judgment Experience in a client facing environment Pay Range: San Francisco, CA $87,700 - 155,900 Seattle, WA $87,700 - 155,900 Long Beach, CA $80,400- 143,000 Los Angeles, CA $80,400- 143,000 San Diego, CA $80,400- 143,000 Salt Lake City, UT $73,100.00 - $129,900.00 St. Louis. MO, $73,100.00 - $129,900.00 Des Moines, IA $73,100.00 - $129,900.00 Scottsdale, AZ $73,100.00 - $129,900.00 Job Locations: 420 Montgomery, San Francisco, CA 3rd Ave., Seattle, WA West Ocean Blvd, Long Beach CA, Wilshire Blvd, Fl. 52 Los Angeles, CA Executive Drive, San Diego, CA S Main St., Salt Lake City, UT Pine St., Building E, St. Louis, MO Walnut St., Des Moines, IA N Scottsdale Rd., Scottsdale, AZ 85253 Job Expectations: Ability to travel up to 75% of the time Ability to work nights, weekends, and/or holidays as needed or scheduled Candidate must be able to travel to and ambulate through both ADA and non-ADA compliant environments such as, but not limited to, clients' private residences. Pay Range $73,100.00 - $155,900.00 Benefits Wells Fargo provides all eligible full- and part-time employees with a comprehensive set of benefits designed to protect their physical and financial health and to help them make the most of their financial future. Visit Benefits - Wells Fargo Careers for an overview of the following benefit plans and programs offered to employees. 401(k) Plan Paid Time Off Parental Leave Critical Caregiving Leave Discounts and Savings Health Benefits Commuter Benefits Tuition Reimbursement Scholarships for dependent children Adoption Reimbursement We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Northern Trust Asset Management Global Fixed Income Sr. Fixed Income Research Analyst Municipal Research Group About Northern Trust Asset Management We are a premier asset management firm, focusing on delivering unique insights and superior risk adjusted returns in partnership with our clients. Who We Are We measure success as achieving investors' desired outcomes and delivering an exceptional client experience, rather than simply beating a benchmark. We work hard to provide clarity, to minimize complexity, to explain risk and to avoid unexpected surprises. We are client focused We have a clear mission: deliver superior investment performance and client service to our clients. We are intellectually curious We constantly search for what we don't know - keeping an open mind to new ways of improving our investment process and interactions with our clients. We are always seeking diversity of thought We work as a team that values diversity and inclusion. That extends to diversity of thought and open communication. We are collaborators We foster a culture of collaboration in which we learn from and inspire one another. That collaboration extends to our clients where collaboration can lead to real problem solving. We are innovators We have intentionally organized our global fixed income professionals around core competencies as it relates to sources of risk. A focus on core competency, with investors close to the ground, keeps us connected to market innovations as we maintain a foundational view of risk. This model creates flexibility - and when combined with our technology model, it allows us to be innovative in partnership with our clients. We are responsible investors As stewards of capital, we believe we have a responsibility to our clients to have an active understanding of the risks posed by non-financial risks. Our teams have access to a proprietary data model which enables them to evaluate a wide variety of applicable metrics across environmental, social and governance factors. We believe this is part of a comprehensive fundamental research process as well as an integral part of the risk management process. It can also be a source of alpha. Our Culture In simple terms our culture can best be described as empowerment with accountability . Our culture is based upon the power of the idea and not the source. It is disciplined and analytical, yet extremely challenging and collegial. We hold ourselves to a high standard of excellence and strive for complete transparency and open-dialogue in our interactions and decision making. Our investment process is the embodiment of our culture. Our assumptions need to be constantly challenged with respect and that only happens if we foster a meritocracy. Our research and portfolio management teams are fully integrated. We believe the combination of these skill sets and perspectives directly benefits our clients. The portfolio managers' skill set includes market knowledge of the structural and fundamental drivers of asset classes, sectors, and individual corporations acquired through years of experience and research. Our fundamental researchers provide a deeper analysis and examine risk and return opportunities across the entire capital structure while also incorporating non-financial risks into their analysis. Our quantitative researchers provide a complementary skill set in the form of higher-level quantitative and programming skills that are applied to the development and improvement of both our security selection and overall investment processes. The combination of these skills sets, combined with our macroeconomic research and scenario analysis, provides for a sophisticated, intuitive, and fundamental approach to making investment decisions. We have also built the proprietary systems and tools that allow our teams to adequately define and measure key risks - this forms the backbone of our investment process and is the common language we all speak. Importantly, it also allows risk management to be integrated into the investment process at every step. Put simply, we are all managers of risk. Lastly, these teams come together with our portfolio construction team to ensure that risks are taken prudently and efficiently - emphasizing intended risks and more importantly, eliminating unintended risk from the portfolios we manage. We are then further supported by a robust infrastructure of traders, operations, client service, and dedicated risk management and systems professionals who provide the framework upon which our investment skills are supported. About Your Role The Sr. Fixed Income Research Analys t role is open to all applicants who demonstrate a deep interest municipal credit and the investment process. You will be a part of the Municipal Credit group and will be responsible for tax and revenue-backed securities research across a broad spectrum of strategies, including high yield. You will be fully integrated into the investment process, supporting strategy related to assigned sectors and cultivating a portfolio of securities that meet investment goals. You will work closely with senior leadership, portfolio managers, and traders to inform decisions, manage portfolio risk, and produce consistent risk-adjust returns. You will also participate in the innovation and implementation of a growing product area within our global fixed income business. You will drive the following responsibilities: Perform in-depth credit analysis on individual securities, incorporating portfolio goals and relative value into all investment recommendations Monitor credit and relative value changes for buy, sell and hold directives Integrate ESG assessments into fundamental research recommendations Support investment strategy with insight on economic, regulatory, and sector/state/climate specific risks or trends Contribute to thought leadership publications- highlighting views of the research team Actively collaborate, communicate, and share knowledge regularly with internal and external partners, including wealth and institutional clients Initiative improvements to the quality, reliability, and efficiency of the systems you utilize in your decision making Incorporate the methods and best practices used by the broader investment community to constantly learn and evolve our processes. The Minimum Qualifications We Find Valuable Proven track record of success in municipal credit research (8 - 10 years related experience) Exceptional ability to multitask and work efficiently Excellent verbal and written communication and interpersonal skills Analytical, highly logical, and structured thinker and communicator Desire and ability to work both collaboratively as part of a team and independently Advanced quantitative skills and ability to navigate data systems Degree in business, finance, economics, statistics, public policy or related field. MBA or Advanced degree (preferred). Additional Information
09/23/2023
Full time
Northern Trust Asset Management Global Fixed Income Sr. Fixed Income Research Analyst Municipal Research Group About Northern Trust Asset Management We are a premier asset management firm, focusing on delivering unique insights and superior risk adjusted returns in partnership with our clients. Who We Are We measure success as achieving investors' desired outcomes and delivering an exceptional client experience, rather than simply beating a benchmark. We work hard to provide clarity, to minimize complexity, to explain risk and to avoid unexpected surprises. We are client focused We have a clear mission: deliver superior investment performance and client service to our clients. We are intellectually curious We constantly search for what we don't know - keeping an open mind to new ways of improving our investment process and interactions with our clients. We are always seeking diversity of thought We work as a team that values diversity and inclusion. That extends to diversity of thought and open communication. We are collaborators We foster a culture of collaboration in which we learn from and inspire one another. That collaboration extends to our clients where collaboration can lead to real problem solving. We are innovators We have intentionally organized our global fixed income professionals around core competencies as it relates to sources of risk. A focus on core competency, with investors close to the ground, keeps us connected to market innovations as we maintain a foundational view of risk. This model creates flexibility - and when combined with our technology model, it allows us to be innovative in partnership with our clients. We are responsible investors As stewards of capital, we believe we have a responsibility to our clients to have an active understanding of the risks posed by non-financial risks. Our teams have access to a proprietary data model which enables them to evaluate a wide variety of applicable metrics across environmental, social and governance factors. We believe this is part of a comprehensive fundamental research process as well as an integral part of the risk management process. It can also be a source of alpha. Our Culture In simple terms our culture can best be described as empowerment with accountability . Our culture is based upon the power of the idea and not the source. It is disciplined and analytical, yet extremely challenging and collegial. We hold ourselves to a high standard of excellence and strive for complete transparency and open-dialogue in our interactions and decision making. Our investment process is the embodiment of our culture. Our assumptions need to be constantly challenged with respect and that only happens if we foster a meritocracy. Our research and portfolio management teams are fully integrated. We believe the combination of these skill sets and perspectives directly benefits our clients. The portfolio managers' skill set includes market knowledge of the structural and fundamental drivers of asset classes, sectors, and individual corporations acquired through years of experience and research. Our fundamental researchers provide a deeper analysis and examine risk and return opportunities across the entire capital structure while also incorporating non-financial risks into their analysis. Our quantitative researchers provide a complementary skill set in the form of higher-level quantitative and programming skills that are applied to the development and improvement of both our security selection and overall investment processes. The combination of these skills sets, combined with our macroeconomic research and scenario analysis, provides for a sophisticated, intuitive, and fundamental approach to making investment decisions. We have also built the proprietary systems and tools that allow our teams to adequately define and measure key risks - this forms the backbone of our investment process and is the common language we all speak. Importantly, it also allows risk management to be integrated into the investment process at every step. Put simply, we are all managers of risk. Lastly, these teams come together with our portfolio construction team to ensure that risks are taken prudently and efficiently - emphasizing intended risks and more importantly, eliminating unintended risk from the portfolios we manage. We are then further supported by a robust infrastructure of traders, operations, client service, and dedicated risk management and systems professionals who provide the framework upon which our investment skills are supported. About Your Role The Sr. Fixed Income Research Analys t role is open to all applicants who demonstrate a deep interest municipal credit and the investment process. You will be a part of the Municipal Credit group and will be responsible for tax and revenue-backed securities research across a broad spectrum of strategies, including high yield. You will be fully integrated into the investment process, supporting strategy related to assigned sectors and cultivating a portfolio of securities that meet investment goals. You will work closely with senior leadership, portfolio managers, and traders to inform decisions, manage portfolio risk, and produce consistent risk-adjust returns. You will also participate in the innovation and implementation of a growing product area within our global fixed income business. You will drive the following responsibilities: Perform in-depth credit analysis on individual securities, incorporating portfolio goals and relative value into all investment recommendations Monitor credit and relative value changes for buy, sell and hold directives Integrate ESG assessments into fundamental research recommendations Support investment strategy with insight on economic, regulatory, and sector/state/climate specific risks or trends Contribute to thought leadership publications- highlighting views of the research team Actively collaborate, communicate, and share knowledge regularly with internal and external partners, including wealth and institutional clients Initiative improvements to the quality, reliability, and efficiency of the systems you utilize in your decision making Incorporate the methods and best practices used by the broader investment community to constantly learn and evolve our processes. The Minimum Qualifications We Find Valuable Proven track record of success in municipal credit research (8 - 10 years related experience) Exceptional ability to multitask and work efficiently Excellent verbal and written communication and interpersonal skills Analytical, highly logical, and structured thinker and communicator Desire and ability to work both collaboratively as part of a team and independently Advanced quantitative skills and ability to navigate data systems Degree in business, finance, economics, statistics, public policy or related field. MBA or Advanced degree (preferred). Additional Information
