<h3>Job Description</h3>
Job Description
The Senior Accountant is responsible for overseeing general accounting operations by controlling and verifying financial transactions. This role ensures the integrity of accounting information by recording, verifying, consolidating, and entering transactions while complying with regulatory requirements and internal policies.
Experience in general accounting functions including, but not limited to accounts payable; accounts receivable, general ledger; month end closing; cost accounting; forecasting; bank reconciliations; etc. and ad hoc accounting and finance analysis and projects. Prepare, review and analyze accounting records, financial statements, taxes and other financial reporting to ensure accuracy and completeness.
Responsibilities include (but not limited to):
·&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;Preferred the candidate has experience working for a manufacturing company.
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Prepare and review journal entries, general ledger reconciliations, and monthly financial statements.
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Perform month-end, quarter-end, and year-end close processes accurately and on time.
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Ensure compliance with Generally Accepted Accounting Principles (GAAP) and relevant regulations.
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Maintain and analyze accounting records and reports.
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Assist with internal and external audits, including preparing audit schedules and responding to inquiries.
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Prepare and submit tax filings, including sales/use tax, property tax, and corporate income tax returns as required.
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Reconcile bank statements and manage cash flow reports.
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Support budgeting and forecasting activities.
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Analyze financial statements for discrepancies and irregularities.
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Participate in process improvement initiatives and system implementations.
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Entry of project labor into SAP
Qualifications
<ul>
<li>3 - 5+ Years’ accounting work experience in manufacturing or similar area</li>
<li>Thorough knowledge of U.S. GAAP with strong understanding of accounting principles and financial reporting.</li>
<li>Excellent analytical, organizational, and problem-solving skills.</li>
<li>Excellent skills in SAP Business One software are preferred (Sql and Crystal reporting is a plus)</li>
<li>Advanced Microsoft Excel skills</li>
<li>Payroll Experience (ADP)</li>
<li>Ability to manage multiple priorities under tight deadlines.</li>
<li>Strong communication and interpersonal skills across all levels of an organization</li>
<li>Leadership skills and dedication to driving and achieving results</li>
</ul>
Education
B.S.B.A. Degree with Accounting Major preferred.
Salary is commensurate with experience.
Company DescriptionSince 1965, Cannon has been a leading global player in reactive polymer processing technologies, with 1,300 employees worldwide and a presence in 40 different countries. At Cannon USA, we provide machines and turnkey plants in a variety of markets such as automotive, aerospace, appliances, building and construction, furniture, medical, and electronics. Extensive know-how and a significant aptitude for innovation enables us to develop technologically advanced and efficient solutions for different and exciting applications. Cannon is a long-standing supplier of polyurethane equipment headquartered in Milan, Italy, and is a pioneer in the polyurethane market. Cannon provides various types of machinery and equipment to customer locations around the world. Cannon USA supplies and services this equipment to all customer locations throughout the United States, Canada, and Mexico to many customers including many major leading manufacturers. Come join an internationally known polyurethane equipment manufacturing leader. We are looking for a candidate that can satisfy our requirement for a field service representative for an interesting, challenging, and essential position that will have an impact on the U.S. supply of both major and smaller manufacturing facilities. If you are that person that can join our team and make a difference in what we do, please apply. 
<h3>Company Description</h3>
Since 1965, Cannon has been a leading global player in reactive polymer processing technologies, with 1,300 employees worldwide and a presence in 40 different countries. At Cannon USA, we provide machines and turnkey plants in a variety of markets such as automotive, aerospace, appliances, building and construction, furniture, medical, and electronics.\r\n\r\nExtensive know-how and a significant aptitude for innovation enables us to develop technologically advanced and efficient solutions for different and exciting applications. Cannon is a long-standing supplier of polyurethane equipment headquartered in Milan, Italy, and is a pioneer in the polyurethane market. Cannon provides various types of machinery and equipment to customer locations around the world. Cannon USA supplies and services this equipment to all customer locations throughout the United States, Canada, and Mexico to many customers including many major leading manufacturers.\r\n\r\nCome join an internationally known polyurethane equipment manufacturing leader. We are looking for a candidate that can satisfy our requirement for a field service representative for an interesting, challenging, and essential position that will have an impact on the U.S. supply of both major and smaller manufacturing facilities.\r\n\r\nIf you are that person that can join our team and make a difference in what we do, please apply.

Sr. Accountant

<h3>Job Description</h3>
Job DescriptionBenefits/Perks
<ul>
<li>Flexible Scheduling</li>
<li>Competitive pay based on experience</li>
<li>Employee Meal Plan</li>
</ul>
Job Summary We are seeking a Line Cook to join the team at our busy restaurant. The ideal candidate is experienced, creative, and committed to creating an excellent experience for patrons. If you have a passion for creating meals that “wow,” we want to hear from you. Duties and Responsibilities:&nbsp;
<ul>
<li>Set up the kitchen with necessary tools and equipment</li>
<li>Prepare food and present it in an appealing manner</li>
<li>Maintain appropriate levels of inventory and restock when necessary</li>
<li>Follow all food safety regulations</li>
<li>Participate in daily kitchen opening and closing procedures</li>
<li>Performs other duties as assigned by the head chef or management &nbsp;</li>
</ul>
Qualifications:&nbsp;
<ul>
<li>Previous experience in a similar role is preferred</li>
<li>ServeSafe or Food Handler’s Certification</li>
<li>Advanced knowledge of culinary techniques and recipes</li>
<li>Ability to remain calm and thrive under pressure</li>
<li>Excellent time management skills</li>
<li>Ability to meet the physical demands of the position, including standing for long periods and lifting up&nbsp; to 40 pounds</li>
</ul>

Line Cook

<h3>Job Description</h3>
Job DescriptionAIT is the world's largest provider of automation, factory integration and tooling solutions dedicated to the global aerospace, defense, and space launch vehicle industries. AIT offers a competitive compensation package (including free medical options for employees and their family), casual work environment and excellent growth opportunities. 
Summary:
The driver ensures that tools and/or materials are handled and delivered in a safe and timely manner while providing excellent customer service to customers and vendors.
Duties and Responsibilities: 
<ul>
<li>Load and unload delivery vehicles, lifting and carrying product and stocking in appropriate areas in a timely manner.</li>
<li>Deliver a wide variety of items to different addresses.</li>
<li>Inspect vehicle, responsible for oil change and tire maintenance.</li>
<li>Maintain professional presentation and excellent customer service.</li>
<li>Support overall logistics and material handling needs throughout the shop when not driving.</li>
<li>Assist with preparing shipments/tools by assembling, packing, protecting, and labeling when not driving.</li>
<li>Operate equipment such as forklifts and pallet jacks to move or hoist materials to proper departments or areas. </li>
<li>Ensure that all AIT tools are free of Foreign Object Debris (FOD) and Foreign Object Damage</li>
<li>Perform other duties as assigned.</li>
</ul>
Education and Work Experience:
<ul>
<li>High School diploma or GED.</li>
<li>Certification Requirement and Preference.</li>
<li>One to three years related experience.</li>
<li>Must be able to pass driving background check. </li>
<li>Must have valid driver’s license and CDL Class A.</li>
<li>Three to Five years prior shipping and receiving experience in a manufacturing environment is preferred. </li>
<li>Familiarity for Bills of Material (BOMs) </li>
</ul>

Work Authorization/Security Clearance Requirements:
<ul>
<li>N/A</li>
</ul>

Knowledge, Skills and Abilities:
List of needed knowledge, skills, and abilities to successfully accomplish the duties and responsibilities of the job.
<ul>
<li>Comfortable working in foreign business environments; must have strong interpersonal skills.</li>
<li>Follow processes and standard procedures.</li>
<li>Hands on, get it done attitude.</li>
<li>Read design drawings for Bills of Material (BOMs).</li>
<li>Work in a high energy, high volume, rapidly changing environment.</li>
<li>Display a high level of initiative, effort, and commitment towards completing assignments in a timely manner.</li>
<li>Give full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.</li>
<li>Clear and effective communication skills in both written and spoken forms.</li>
<li>Understand how to use the computers, including such tasks as turning the computer on and off, locating and opening files, navigate to websites, perform searches, and download files.</li>
<li>Provide excellent service to internal and external customers.</li>
<li>Ensure that decisions are made based on policies, rules and organizational directives to solve emerging problems.</li>
<li>Perform consistently under stressful conditions.</li>
<li>Easy to approach and can build constructive and effective relationships.</li>
<li>Can handle frequent interruptions and can multi-task.</li>
<li>Identify problems and review relevant information to develop options, then implement the solutions.</li>
<li>Work effectively with different levels of management, team members and customers.</li>
</ul>

Work Conditions:
Environment Type:
<ul>
<li>Indoor. Production and office environment. Temperature controlled, unless products and/or equipment is located outdoors.</li>
</ul>
Exposure Types:
<ul>
<li>Bloodborne pathogens</li>
<li>Small and/or enclosed spaces</li>
<li>Cuts and/or burns</li>
<li>Dirt, dust, grease and/or oil</li>
<li>Extreme cold or heat (weather)</li>
<li>Noisy environment</li>
<li>Metal shavings</li>
<li>Traffic accidents and road conditions</li>
<li>Wet, damp, and/or humid conditions</li>
</ul>
Work Hours:
<ul>
<li>Standard work schedule, overtime may be necessary for meeting deadlines, required travel, and emergent conditions.</li>
</ul>
Travel Requirements:
<ul>
<li>This position may involve local travel up to 90% of your work day.</li>
</ul>

Physical Demands:
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. 
<ul>
<li>Heavy work that includes moving objects up to 100 pounds or more.</li>
<li>Operate a motor vehicle, forklift, and/or other heavy equipment.</li>
</ul>

#ZR
 AIT is an Equal Opportunity Employer - All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. EEO is the Law E-Verify Company DescriptionAdvanced Integration Technology (AIT) a manufacturing firm specializing in aerospace factory automation, including the design, fabrication, installation and maintenance of turnkey aircraft assembly automation systems. 
<h3>Company Description</h3>
Advanced Integration Technology (AIT) a manufacturing firm specializing in aerospace factory automation, including the design, fabrication, installation and maintenance of turnkey aircraft assembly automation systems.

CDL Class A Driver

<h3>Job Description</h3>
Job Description
We are seeking a Call Center Customer Service Representative REMOTE to join our team. You will be responsible for helping customers by providing product and service information and resolving technical issues. Responsibilities:
<ul>
<li>Handle customer inquiries and complaints</li>
<li>Provide information about the products and services</li>
<li>Troubleshoot and resolve product issues and concerns</li>
<li>Document and update customer records based on interactions</li>
<li>Develop and maintain a knowledge base of the evolving products and services</li>
</ul>
​Qualifications:
<ul>
<li>Previous experience in customer service, sales, or other related fields</li>
<li>Ability to build rapport with clients</li>
<li>Ability to prioritize and multitask</li>
<li>Positive and professional demeanor</li>
<li>Excellent written and verbal communication skills</li>
</ul>
Company DescriptionAxion Contact provides a fully customizable, state-of-the-art contact center solutions that leverages over 40 years of industry experience. 
<h3>Company Description</h3>
Axion Contact provides a fully customizable, state-of-the-art contact center solutions that leverages over 40 years of industry experience.

Call Center Customer Service Representative REMOTE

<h3>Job Description</h3>
Job Description
Job description
Job Summary We are seeking a highly skilled and experienced Senior Project Executive to lead our project teams in delivering high-quality results on time and within budget. The ideal candidate will possess a strong background in project management methodologies and will be adept at managing townhomes and apartment buildings from inception to completion. This role requires exceptional organizational skills, the ability to facilitate meetings effectively, and a commitment to continuous improvement in product development processes.
Duties
<ul>
<li>Oversee the planning, execution, and delivery of projects while ensuring alignment with organizational goals.</li>
<li>Develop and manage project budgets, ensuring effective allocation of resources.</li>
<li>Utilize project management tools for tracking progress and managing tasks.</li>
<li>Facilitate meetings with team members to gather requirements and provide updates on project status.</li>
<li>Manage requirements effectively to ensure all project deliverables meet quality standards.</li>
<li>Collaborate with cross-functional teams to drive product development initiatives.</li>
<li>Conduct risk assessments and develop mitigation strategies to address potential challenges.</li>
<li>45 HR Work Week</li>
</ul>
Experience
<ul>
<li>Proven experience as a Project Manager with a strong track record of successful project delivery.</li>
<li>Proficiency in budgeting and financial management within projects.</li>
<li>Strong organizational skills with the ability to manage multiple projects simultaneously.</li>
<li>Excellent communication skills for effective meeting facilitation and stakeholder engagement.</li>
</ul>
Join our dynamic team where your expertise will make a significant impact on our projects and overall success. We look forward to your application!
Job Type: Full-time
Benefits:
<ul>
<li>401(k)</li>
<li>Dental insurance</li>
<li>Health insurance</li>
<li>Health savings account</li>
<li>Life insurance</li>
<li>Paid time off</li>
<li>Vision insurance</li>
</ul>

Senior Construction Project Manager

<h3>Job Description</h3>
Job Description
Now Hiring: Security &amp; Safety Officers – Join Our Team! 
Are you looking for an exciting and rewarding career where every shift keeps you on your toes? We’re seeking motivated and reliable Security &amp; Safety Officers to patrol a semi-truck service and storage yard in East Dundee—all from the comfort of a company vehicle!
Starting at $23 per hour Full-time &amp; part-time positions available Benefits: Health, dental, life &amp; disability insurance, PTO, vacation, 401(k), and more!
What You’ll Do: ✔️ Patrol and monitor the premises to keep things safe and secure ✔️ Ensure all gates, doors, and windows are locked and functioning properly ✔️ Be the eyes and ears on the ground—report incidents and deter suspicious activity ✔️ Communicate with emergency personnel when needed ✔️ Provide top-notch customer service while keeping security a top priority
What You Bring: ✅ At least 2 years of driving experience &amp; a clean driving record ✅ A self-motivated attitude with strong attention to detail ✅ Ability to handle physical tasks when needed ✅ Security or law enforcement experience? Great—but not required! ✅ Willingness to complete a Security Officer Training Course upon hire
⏰ Schedule: Must be available for PM and overnight shifts (some 1st shifts available with flexibility).
Ready to jumpstart your career in security? Submit your resume today—we're hiring IMMEDIATELY!
Company DescriptionPalumbo Management has been in the construction and development business for several decades. Terra Business Park and Pal Truck Park are developments in East Dundee focused on the trucking and transportation industry. The park has grown to over 8 industrial buildings and parks over 2,000 trucks. 
<h3>Company Description</h3>
Palumbo Management has been in the construction and development business for several decades. Terra Business Park and Pal Truck Park are developments in East Dundee focused on the trucking and transportation industry. The park has grown to over 8 industrial buildings and parks over 2,000 trucks.

Security Officer

<h3>Job Description</h3>
Job Description
R3 Technologies, Inc is an environmental company that specializes in refrigerant recovery, and hazardous material management.&nbsp; We are looking for a Sales &amp; Marketing Representative to grow our team.&nbsp; Job description below:
<ul>
<li>Create a relationship with mechanical contractors in order to acquire new customers.</li>
<li>Build and maintain strong relationships with existing customers, providing exceptional customer service.</li>
<li>Become a product expert, effectively communicating product features and benefits to customers.</li>
<li>Collaborate with the sales and marketing team to develop and implement&nbsp;marketing campaigns.</li>
</ul>
Please email your resume to <a href="mailto:HR@r3technologies.net" target="_blank">HR@r3technologies.net</a>

Sales & Marketing Representative

<h3>Job Description</h3>
Job Description
A manufacturing company is seeking an Industrial Maintenance Technician to join their team.&nbsp; You will work Monday through Friday&nbsp;from&nbsp;7 a.m. to 4:30 p.m. with mandatory overtime.
Job Duties:
<ul>
<li>Install, repair, and maintain machinery and mechanical equipment by completing preventive maintenance</li>
<li>Locate sources of problems by observing mechanical devices in operation</li>
<li>Dismantle machinery and remove or replace defective parts</li>
<li>Determine changes in requirements of parts by inspecting and measuring various instruments</li>
<li>Maintain inventories of equipment parts and supplies by checking stock and placing orders</li>
<li>Train production workers on routine preventive maintenance</li>
<li>Provide mechanical maintenance information by answering questions and requests</li>
<li>Prepare maintenance reports by collecting, analyzing, and summarizing information and trends</li>
<li>Maintain a safe and clean work environment by complying with procedures, rules, and regulations</li>
<li>Perform other duties as needed</li>
</ul>
Job Qualifications:
<ul>
<li>Must have in-depth knowledge of system maintenance</li>
<li>Must have&nbsp;the ability to operate machinery and technical equipment</li>
<li>Skilled in analyzing information and creating reports is required</li>
<li>Must be able to lift and move heavy equipment, utilize forklift, use hand and power tools, and read blueprints and pneumatics</li>
<li>Must be able to inspect parts, use measuring&nbsp;instruments, maintain inventory, lift up to 50 pounds, and have steel toed footwear</li>
<li>Must&nbsp;be familiar with safety standards and regulations</li>
<li>Must be punctual, have a solid work history, and able to work mandatory overtime</li>
</ul>
Only candidates that can pass a background and BMV check, and drug screen will be considered.&nbsp; This company offers end of year bonus and benefits upon permanent hire.
Visit our Job Board and get a complete list of current Area Temps job openings: <a href="https://jobs.areatemps.com.&amp;nbsp" target="_blank">https://jobs.areatemps.com.&amp;nbsp</a>;
Company DescriptionWith over 35 years experience in Greater Cleveland and thousands of people employed successfully each year, Area Temps still believes that the best way to serve both our employees and our customers is through personal service. When you apply online, we'll review your work skills and location preferences within 24 hours. Qualified candidates will be contacted to arrange for a personal interview, and our personnel supervisors will work with you to find the perfect assignment. Full-Service Staffing: Every year we match thousands of quality employees with rewarding office, industrial, professional, technical and skilled trades opportunities. City Search Applicant Network: Our interactive centralized network links our six branch locations, providing unprecedented access to over 80,000 personally interviewed and performance-rated applicants. Clients are guaranteed the best candidates - and job seekers have access to the best opportunities - in the Greater Cleveland area. Please copy and paste this link into your browser to visit our Job Board and get a complete list of current Area Temps job openings: <a href="http://jobs.areatemps.com" target="_blank">http://jobs.areatemps.com</a>. 
<h3>Company Description</h3>
With over 35 years experience in Greater Cleveland and thousands of people employed successfully each year, Area Temps still believes that the best way to serve both our employees and our customers is through personal service. When you apply online, we'll review your work skills and location preferences within 24 hours. Qualified candidates will be contacted to arrange for a personal interview, and our personnel supervisors will work with you to find the perfect assignment.\r\n\r\nFull-Service Staffing:\r\nEvery year we match thousands of quality employees with rewarding office, industrial, professional, technical and skilled trades opportunities. \r\n\r\nCity Search Applicant Network:\r\nOur interactive centralized network links our six branch locations, providing unprecedented access to over 80,000 personally interviewed and performance-rated applicants. Clients are guaranteed the best candidates - and job seekers have access to the best opportunities - in the Greater Cleveland area. \r\n\r\nPlease copy and paste this link into your browser to visit our Job Board and get a complete list of current Area Temps job openings: <a href="http://jobs.areatemps.com" target="_blank">http://jobs.areatemps.com</a>.

Industrial Maintenance Technician - LM

<h3>Job Description</h3>
Job Description
Position Title:&nbsp; Project Manager
Clearance Requirement: Public Trust
Position Location: On-site, Washington, DC
RESPONSIBILITIES:
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Plan, coordinate, and execute projects supporting the Security Services Branch (SSB), including physical access control systems (PACS), video surveillance (CCTV), identity management, and enterprise security services.
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Develop and maintain project schedules, work breakdown structures, risk registers, and resource allocation plans.
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Track project progress and provide status reports, presentations, and executive-level briefings.
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Coordinate across technical teams, contractors, and stakeholders to ensure alignment with project goals.
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Support the development of standards, SOPs, and security documentation as part of project deliverables.
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Manage risks, issues, and dependencies, escalating to leadership when necessary.
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Ensure project compliance with federal guidelines, NIST standards, and USCP security policies.
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Serve as a liaison between technical staff, security engineers, and leadership to translate requirements into actionable plans.
QUALIFICATIONS
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Minimum seven (7) years of experience
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Project Management Certification is strongly preferred. (PMP, Six Sigma, etc.)
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Experience managing Mid-Large Enterprise Projects
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Experience with managing the full IT project lifecycle to include requirements, development, implementation, and maintenance
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Knowledge of installing and maintaining Physical Access Control Systems (PACS) is a plus
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Experience with developing and presenting executive briefs
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Experience with managing cross-organizational relationships and third-party vendors
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Excellent written and oral communication skills
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Experience with Microsoft SharePoint and Microsoft Project is a plus
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Experience supporting a PMO is a plus; supporting an IT PMO is highly desired
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Previous experience with a Government Agency is highly desired
SKILLS &amp; COMPETENCIES
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Strong organizational and time management skills.
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Ability to balance multiple projects and priorities in a mission-driven environment.
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Strong interpersonal skills to engage with diverse stakeholders (technical, operational, executive).
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Problem-solving and risk management capabilities.
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Detail-oriented with a focus on delivering quality results.

Project Manager

<h3>Job Description</h3>
Job DescriptionSozo Private Wealth is a holistic financial planning firm platformed at Northwestern Mutual. We count ourselves overwhelmingly blessed that our little firm continues to experience rapid growth in the families we are privileged to serve, and as such, we find ourselves in need of additional team members to help serve those clients!&nbsp;Since we are a small firm, we view the hiring process as one of mutual selection.&nbsp;&nbsp;We know anyone reading this is trying to find and get a job.That applies pressure to say what you believe are the "right" answers to convince someone to hire you.It may lead you to act in ways that are counter to your natural wiring and tendencies.Please resist this urge.&nbsp;Relationships are built on trust.Trust comes from open, honest communication.Please stop and consider your honest interpretation of the job description and the firm that follows.If at any point you disagree with something we value, do not dismiss that.It matters.&nbsp;It matters a lot.It matters because you are too valuable.It matters because we live out these values and they inform everything we do.&nbsp;You will spend too much of your life in your career to join a team that doesn't mesh with who you are at your core.&nbsp;That place may not be at Sozo, and that is okay.&nbsp;We do not expect everyone who joins us to stay forever because the firm may change, and so will our people.However, the values upon which our firm is built are non-negotiable and unchanging.They must be a fit from the start.So, here is what we are all about:&nbsp;Our firm mission is to "enable families to dream, define, and experience life on purpose."&nbsp;&nbsp;When we engage with client families in the planning process, we do so by getting personal and intimate.&nbsp;We ask a lot of questions about hopes, dreams, vision, and passions.&nbsp;Those questions are fun, life-giving, and exciting.&nbsp;We also ask the hard questions about death, disability, and disease.&nbsp;Those are not comfortable topics, but they are so important.As we understand a family’s dreams and fears, we can offer advice that connects finances with a life on purpose.&nbsp;Our firm vision is "leveraging our lives for the lives of others."&nbsp;We have all been blessed with different talents, passions, and interests.We believe our calling is to use those gifts in the service of others, be they clients, friends, family, or teammates.&nbsp;If you have read this far, I take that to mean you are in agreement with the values and virtues expressed above.&nbsp;So, here are the details of the type of person we are looking for and the responsibilities we would like them to take on:&nbsp;Qualifications that do NOT matter a whole lot to us:
<ul>
<li>Relevant major:All relevant learning and education will happen AFTER we hire you, so your college major does not matter.&nbsp; If you have one that is different and interesting, that might actually be a bonus.</li>
<li>Industry experience:&nbsp; Most of our team has joined with zero prior industry experience so we are accustomed to providing on the job training. &nbsp; &nbsp;</li>
</ul>
Qualifications:
<ul>
<li>Others focused:&nbsp; An orientation toward serving others is paramount for success in our firm.</li>
<li>Committed to continuous self-improvement:&nbsp; Growth and change never cease and this job requires learning a LOT and it never stops.&nbsp; Certifications are required and earning designations is expected.&nbsp; The firm supports learning financially, though study is completed outside of work hours.</li>
<li>High capacity for self-leadership:&nbsp; We do not micro-manage, so you must be able to get your stuff done without someone telling you to.</li>
<li>Thrive in a fast-paced work environment:&nbsp; Our priorities shift almost constantly, so you must enjoy the variety that comes from shifting gears routinely.</li>
<li>Intensely hard-working:Seriously… we mean HARD work.&nbsp; Not physical labor, of course, but it is mentally exhausting at times and the quantity of work never goes down.&nbsp; Everyone on our team describes this job as the hardest they have ever worked before, and they love it.</li>
<li>Detailed:&nbsp; Our number one firm rule is “don’t mess with the client’s money”, and that requires attention to detail.&nbsp; Sloppy work means client dollars may get mishandled and that is something we cannot afford.</li>
<li>Interest in / passion for finance:&nbsp; Our world is all about finances.&nbsp; If you are not at least somewhat interested in financial topics, you will not enjoy what we do.</li>
<li>Excel skills:We use Excel a lot, so experience and expertise is definitely helpful. &nbsp; &nbsp;</li>
</ul>
Our commitment to our team:
<ul>
<li>Team comes first:We are behind our team 100%.&nbsp; If there is ever a conflict of interest between a client and a team member, the team comes first.&nbsp; No question.</li>
<li>We like you:&nbsp; If you are on the team, it means we like you.&nbsp; We want to be with you and value you for you—not just for the job that you do for the firm.</li>
<li>Long-term:&nbsp; We hope our team stays with us for the entirety of their careers, so we are focused on providing opportunity for continued career growth over time. &nbsp; &nbsp;</li>
</ul>
Job description: &nbsp;The actual job we need help with at this point is primarily administratively focused, though we would also need whoever steps into this role to engage with our firm's marketing events and efforts as well. When I say "administratively focused", I mean the following:
<ul>
<li>Quarterbacking email inboxes for the firm and individual advisors
<ul>
<li>Reviewing messages, triaging for urgency, and responding directly or redirecting them to the relevant team members for handling. &nbsp;</li>
<li>Bonus points for unsubscribing and setting up email rules to minimize the junk we get...</li>
<li>We believe that the only way for someone to do this effectively will require learning about the various areas of our business (wealth management, risk protection, and financial planning) to really understand the requests coming in and to discern the appropriate people to handle those requests.
<ul>
<li>This is not a mindless task.</li>
<li>The volume will be fairly high.</li>
<li>Speed will be key for success, though we expect anyone to take time to learn and work up to that.</li>
</ul>
</li>
</ul>
</li>
<li>&nbsp;Scheduling client meetings
<ul>
<li>We need help getting client meetings scheduled.</li>
<li>This involves calling, texting, and emailing clients.</li>
<li>Most of the work is in follow-through and ensuring no one and nothing slips through the cracks.</li>
<li>We have an online scheduler tool that we would like to continue training our clients to use since we know that makes this a better experience and easier for everyone involved, but even when we send that out, someone must follow-through and ensure the clients actually used the link to book their meeting.</li>
</ul>
</li>
<li>Coordinating client events
<ul>
<li>Our firm has 10-20 client events per year, with most being small gatherings of fewer than 30 people.&nbsp; 2-3 events will be 30+ people, and another 3-5 will be virtual events.&nbsp; We will probably expand these numbers over time.</li>
<li>Coordination requires researching venues online or with site visits, comparing cost between options, making recommendations to leadership, making reservations, coordinating client invitations (drafting language, pulling client lists from our CRM tool, sending, tracking RSVPs), arranging event details from catering to decor,&nbsp;</li>
<li>While not a requirement, the ultimate success in this role would also add on spending time with advisors within our team to help identify opportunities for events that would connect with their target markets, and then getting their buy-in and participation in the process of identifying the clients to invite, and then following-up with the advisors to ensure they do their job of sending invitations, as needed.</li>
</ul>
</li>
<li>Running the firm's social media accounts
<ul>
<li>We do not do much on social media, but we do need to maintain an active presence.</li>
<li>We are able to post articles that are generated by our platform partner, Northwestern Mutual.</li>
<li>In addition, we like to post updates from the lives of our team members, our firm, and sometimes from our clients.</li>
</ul>
</li>
<li>Handling the miscellaneous
<ul>
<li>The rest of the role is to pickup the random things that do not fit into someone else's job description.</li>
<li>A few things that would fit this would be:
<ul>
<li>Helping with onboarding paperwork and other processes for new hires</li>
<li>Assisting with obtaining compliance approval for marketing documents</li>
<li>Various unsung "office management" things like keeping up with office coffee machine / fridge / etc., stocking office supplies, curating our team's snacks</li>
</ul>
</li>
</ul>
</li>
</ul>
 Much of the work is not glamorous, but it is important and meaningful. We sell life insurance, so our team routinely works with widows and orphans to help them get a handle on their finances and realize tremendous growth in the midst of grief from their loss.&nbsp; We are there for them every step of the way and are often one of their most impactful relationships in that time in their life. &nbsp;We also do financial planning, so our firm impacts families by helping them to turn their livelihood into a meaningful retirement wherein they are able to turn the dollars they saved their whole life into experiences that allow them to pour into relationships that matter to them. While the administrative / marketing role is not necessarily directly involved in those conversations and planning work, it is all in support of that purpose. Whoever pursues this position should be a natural supporter and wired to help others while remaining well outside of the limelight. But that is not to say that they should be timid... We appreciate good-natured sass, and we see that as a strength.&nbsp; We have some strong personalities, both in our clients and on our team, so having the confidence and strength to pushback and to say the things that need to be said is a strength. &nbsp; In dealing with hotels, restaurants, etc., it is helpful if you have the gumption to ask for deals and discounts and to push for what we want, even if it falls slightly outside of their normal offering.&nbsp;&nbsp;We have countless stories of why the work we do matters, and everyone on our team experiences this conviction and impact in some way.&nbsp;We do not save lives, but we do save lifestyles.&nbsp;We are an in office culture and we like it that way because of the camaraderie within the team. &nbsp;&nbsp;We become better because we see each other every day. &nbsp;&nbsp;We are a firm of families.&nbsp; We want the families represented by each teammate to flourish.&nbsp;&nbsp;&nbsp;If you are still here and didn’t just scroll all the way to the bottom, you might be a good fit and we should definitely talk!

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