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<h3>Job Description</h3>
Job Description
The Arrow Financial Corporation Family of Companies is seeking dynamic, authentic individuals to join our amazing team! Currently, we are looking for an experienced professional to join Upstate Agency, LLC Employee Benefits team as: 
Account Administrator
This opportunity may be perfect for you if you have experience in:
&gt; Excellent Customer Service
&gt; Strong Attention to Detail
&gt; Thorough Insurance Knowledge
About this position:
Responsible for client retention and the day-to-day account management for Employee Benefit clients. The work involves an emphasis on client interactions in both written and verbal communications as well as providing support to the Employee Benefits Team. This position will assist in overall operational initiatives in support of the Company’s overall plan. Focus is on improving operational efficiencies and ensuring a superior client experience.
This position can either sit in our South Glens Falls, NY or Latham, NY office. 
Essential Job Functions
&gt; Answering client questions via phone and e-mail.
&gt; Manage client accounts and interactions on agency management system; handle account transactions including: quoting and placement, policy changes, cancellations, payments, and client correspondence.
&gt; Assist in managing efforts to improve and maximize operational efficiencies and continuously evaluating work flow for necessary modifications. 
&gt; Assist in quality assurance reviews and make recommendations for procedural changes to address issues as appropriate.
&gt; Perform market reviews by creating renewal and benefit comparison spreadsheets. 
&gt; Remain current on products/services, industry changes/trends, market activities, and competitors. Maintain knowledge of applicable laws and regulations as well as Company policies and procedures.
&gt; Provide consistent, outstanding customer service by responding to inquiries or complaints and consulting with clients on coverage and risk exposures to ensure coverage is adequate.
&gt; Participate actively in community to network, build brand familiarity, and fulfill Company community service requirements.
What you will need to thrive in this role:
In addition to your work and life experiences, as well as your passion and excitement for the profession, you would benefit from having: 
Education/Certifications:
&gt; Bachelor’s Degree or equivalent experience required
&gt; Valid New York State Department of Insurance License required or obtain within 30 days 
&gt; 4 years of related experience preferred
Skills/Knowledge:
&gt; Thorough knowledge of insurance 
&gt; Excellent communication skills, both written and verbal; comfortable communicating with clients, prospects, co-workers, and management
&gt; Demonstrated ability to provide high level customer service
&gt; Ability to work independently and as cooperative team member
&gt; Skilled in prioritizing and handling multiple task while meeting strict deadlines; attention to detail a must
&gt; Proficient in Microsoft Office Suite: Word, Excel, and Outlook
Physical Demands
&gt; Must be able to sit for prolonged periods of time and walk/stand for brief periods of time.
&gt; Must be able to repetitively use a telephone and computer mouse and keyboard.
&gt; Ability to lift/move up to 15 lbs.
What we will bring to the table:
We believe in investing in our employees and helping them grow their career with us. We offer a pleasant, inclusive work environment, career development opportunities, and competitive compensation. Through our total rewards program, we offer a comprehensive benefits package featuring:
&gt; Competitive compensation including potential bonus and incentives as well as paid vacation, sick time, and holidays
&gt; Medical, Dental, and Vision Insurance and Flexible Spending Plan
&gt; Multiple retirement plans including: 401(k), Pension, and Employee Stock Ownership
&gt; Education and Tuition Reimbursement
&gt; Employee Assistance Program for our employees and their immediate family members
We are an Equal Opportunity Employer. Our philosophy and practice are to provide equal opportunity to all employees and applicants for employment without regard to race (including traits historically associated with race), color, religion, creed, gender, sex, pregnancy (including childbirth and related conditions), sexual orientation, gender identity or expression, status of being transgender, national origin, age, disability, genetic information, predisposing genetic characteristics or carrier status, marital status, familial status, amnesty, status as a victim of domestic violence, reproductive health decision making, citizenship or immigration status, prior convictions or arrests, military status, status as a protected veteran, known relationship or association with any member of a protected class, or any other federal, state, or local legally protected classes. As a multi-bank holding company, Arrow Financial Corporation has over $4 billion in assets. Through our subsidiaries we provide a broad range of banking and insurance services across northeastern New York, including online and mobile banking, wealth management, money market and deposit accounts, and mortgage, consumer and commercial loans.
We are committed to delivering value for our shareholders, our customers, and our communities. Our conservative business model and strategy of steady growth have resulted in many recognitions from the nation’s leading publications and bank-rating firms.
The salary range for this position is $21.63 - $24.04 an hour commensurate with experience and education.
Additional compensation may be earned through the Company’s annual bonus program, subject to individual and company performance.
L1-st1

Account Administrator

<h3>Job Description</h3>
Job Description
About Blue Bird Corporation
Blue Bird (NASDAQ: BLBD) is recognized as a technology leader and innovator of school buses since its founding in 1927. Our dedicated team members design, engineer and manufacture school buses with a singular focus on safety, reliability, and durability. School buses carry the most precious cargo in the world – 25 million children twice a day – making them the most trusted mode of student transportation. The company is the proven leader in low- and zero-emission school buses with more than 25,000 propane, natural gas, and electric powered buses sold. Blue Bird is transforming the student transportation industry through cleaner energy solutions. For more information on Blue Bird’s complete product and service portfolio, visit <a href="http://www.blue-bird.com" target="_blank">www.blue-bird.com</a>.

JOB SUMMARY
Reporting to the Warranty Manager, this role is responsible for managing the supplier warranty process to maximize supplier reimbursement for Blue Bird incurred warranty expense due to supplier defects and part failures. Additional responsibilities include, but not limited to, maintaining and updating the warranty and systems software, processing warranty claims and other warranty related tasks.
ESSENTIAL DUTIES AND RESPONSIBILITIES
<ul>
<li>Manage the warranty recovery process</li>
<li>Manage all warranty claims</li>
<li>Manage the warranty part return process</li>
<li>Create and maintain supplier warranty KPI metrics</li>
<li>Create ad-hoc warranty data analysis to communicate findings clearly and concisely</li>
<li>Maintain and update tables within warranty software management system</li>
<li>Develop basic coding to create warranty metric reporting</li>
<li>Administer the Blue Bird warranty policies and procedures fairly and consistently with the dealers, service centers, suppliers and customers</li>
<li>Perform other duties as assigned</li>
</ul>
KNOWLEDGE, SKILLS AND ABILITIES FOR SUCCESS
<ul>
<li>Effective written and verbal communication skills</li>
<li>Ability to interact with suppliers in a professional manner working through difficult and sensitive financial discussions</li>
<li>Skilled in negotiation and collaboration</li>
<li>Skilled in Microsoft Excel (creating complicated formulas, macros and data visualization)</li>
<li>Basic knowledge of database management</li>
<li>Previous experience using QlikSense or QlikView</li>
<li>Excellent oral and written communication</li>
<li>Proficient in Microsoft Office including Word, Excel, Power Point, Outlook</li>
<li>Aptitude to learn proprietary systems quickly</li>
</ul>
BASIC EDUCATION AND EXPERIENCE REQUIRED
<ul>
<li>High School Diploma or GED</li>
<li>2 years’ experience as a Warranty Administrator with previous automotive administrative work</li>
</ul>
PREFERRED EXPERIENCE
<ul>
<li>Experience in development and coding, highly preferred</li>
<li>Knowledge of Blue Bird school/activity bus products, systems and components, preferred</li>
<li>All candidates must be a U.S. citizen or permanent resident</li>
</ul>

WE VALUE
<ul>
<li>Ability to anticipate and understand customer needs and provide guidance</li>
<li>Excellent interpersonal and customer relationship skills to handle difficult and sensitive matters.</li>
<li>Strong project management skills. Exposure to difficult or complex projects a plus.</li>
<li>Ability to influence stakeholders</li>
<li>Effective communication and ability to communicate complex details in a clear manner.</li>
<li>Flexible workspaces and work hours that help you unleash the best you.</li>
<li>Working in a collaborative team and balancing the needs of individual stakeholders while delivering corporate objectives.</li>
</ul>
INCLUDES
<ul>
<li>Continued Professional Development</li>
<li>Benefits including medical, dental and eye insurance, 14 paid holidays, vacation time and 401k with match</li>
</ul>
*The specific statements shown in each section of this description are not intended to be all-inclusive. They represent typical elements and criteria necessary to successfully perform the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions

Blue Bird® is an equal opportunity employer and makes employment decisions on the basis of merit. We strive to have the best available talent in every job based on the Knowledge, Skills and Abilities each person brings. Blue Bird is committed to compliance with all applicable laws providing equal employment opportunities. This commitment applies to all persons involved in Company operations and prohibits unlawful discrimination in all forms.

All candidates must be a U.S. citizen or permanent resident. Candidates must be authorized to work in the United States and will be required to provide proof of employment eligibility at the time of hire.
#LI-Onsite

Warranty Administrator

<h3>Job Description</h3>
Preco is hiring for a Project Team Administrator for their Somerset, WI location.
 
Preco is a leading designer and manufacturer of precision automated processing systems for high-speed and high accuracy cutting, perforating, welding, and other specialized industrial processing applications. With our proprietary die cutting and laser-based manufacturing capabilities, Preco has also become one of the largest contract manufacturing service (CMS) providers in North America.
 
The Project Team Administrator is the administrative and communication link between the Sales, Project Management, and Finance teams. This role enables the efficient execution of customer orders across multiple sites. This position demands strong attention to detail and strong adherence to Preco business processes.
Job Responsibilities:
<ul>
<li>Maintenance of quote and order logs as well as opportunities in Sales Force</li>
<li>Creation of bookings, job cost, and shipment schedule reports</li>
<li>Review purchase orders, terms, and quotes; create Order Acknowledgements</li>
<li>Coordinate Sales Order entry and distribute project documentation for customer orders and internal work orders.</li>
<li>Communicate invoicing schedule to Finance team</li>
<li>Send invoices to customers</li>
<li>Initiate and monitor warranty orders</li>
<li>Attend regular Sales team meetings to monitor incoming orders</li>
<li>Maintenance and communication of commission statements</li>
<li>Audit project documentation for conformance with Preco QMS</li>
<li>Update project documentation with change of scope budgets</li>
<li>Assist in resolution of customer payment questions and purchase order discrepancies</li>
<li>Support project managers with customer communications as needed</li>
<li>Assist with coordinating and hosting customer visits, runoff, training and installation</li>
<li>Coordinate shipments of completed systems to customers</li>
<li>Management of post-installation customer surveys</li>
<li>Administration of intellectual property documentation</li>
<li>Visa and passport coordination</li>
<li>Administration of confidentiality agreements with customers</li>
<li>Monitor and publish internal metrics and KPI performance</li>
</ul>
Required Qualifications:
<ul>
<li>Two years of post-secondary education with business-related focus, or equivalent experience</li>
<li>General knowledge of business software (Microsoft Excel, Word, Outlook, etc.)</li>
<li>Excellent written and verbal communication skills</li>
</ul>
Preferred Qualifications:
<ul>
<li>Minimum of five years administrative project support or related experience with frequent customer contact</li>
<li>Experience in the capital equipment manufacturing industry</li>
</ul>
When you work at Preco, you have the opportunity to apply your skills to create optimal solutions for our customers. We have a collaborative culture and a team united by a passion to provide solutions to our customers.
If you are interested in learning more about a career with Preco as a Project Team Administrator, apply today!

Project Administrator

<h3>Job Description</h3>
Job Statement
Oversee and coordinate the legal and financial administration to include the fund accounting and transfer agency functions of the Sterling Capital Funds, a family of mutual funds and ETFs for which Sterling Capital Management serves as investment advisor and/or administrator, and any other registered investment companies or pooled investment vehicles (e.g., common trust funds, exchange-traded funds, etc.) administered by Sterling Capital Management (collectively, the “Funds”).
 
Essential Duties and Responsibilities
<ul>
<li>Create a structure for management support of various vendor relationships (sub-contractors) of the Funds, including identification of pertinent contact personnel to include the funds’ sub-administrators, transfer agencies, fund accountants, custodians, legal counsel, and auditors.</li>
<li>Plan and initiate the implementation of business relationships with the vendors.</li>
<li>Oversee the activities of the vendors to include periodic on-site review of activities as well as constant review of vendor reports to ensure accuracy.</li>
<li>Coordinate the preparation of the Funds’ prospectuses, semi-annual and annual reports, and board meeting materials.</li>
<li>Negotiate pricing of vendor services and identify impact to fund expenses as well as net income.</li>
<li>Orchestrate all board meetings regarding business agendas for various relationships and interactions with service providers.</li>
<li>Project size and expense of various Fund-related projects and activities.</li>
<li>Analyze and identify opportunities for growth and product development.</li>
<li>Solicit feedback from key vendors and Sterling Capital or Guardian Capital management regarding the status of Fund performance and/or business development activities.</li>
<li>Coordinate support functions for relationships with service vendors, including organizing, planning, and implementing new products, features, and services.</li>
<li>Manage the various regulatory, financial, accounting, and compliance aspects of the Funds.</li>
<li>Review Fund proxies and supplements to the Funds’ prospectus as necessary</li>
<li>Review shareholder trading activity pursuant to Rule 22c-2 as required</li>
<li>Participate in various industry seminars as attendee, panelist, and consultant</li>
</ul>
 
Required Qualifications:
<ul>
<li>Bachelor’s Degree in business, finance, accounting or economics, or equivalent education and training</li>
<li>Experience in mutual fund and/or ETF product management, trust, brokerage, client servicing or financial administration</li>
<li>Excellent working knowledge of the mutual fund and/or ETF industry</li>
<li>Strong interpersonal and relationship management skills</li>
<li>Strong computer skills, including demonstrated proficiency in basic computer applications such as MS Office products</li>
<li>Ability to travel, occasionally overnight</li>
</ul>
 
Preferred Qualifications:
<ul>
<li>MBA or JD</li>
<li>2-5 years of experience in mutual fund product management, trust, brokerage, client servicing or financial administration</li>
</ul>
 
Compensation:
<ul>
<li>Commensurate with experience</li>
</ul>

Fund Administrator

<h3>Job Description</h3>
A Senior Systems Administrator job in Cincinnati, OH or Indianapolis, IN is currently available at Belcan supporting one of our key manufacturing clients. To be considered for this role, you will have Bachelor's degree and 4+ years of experience in Systems Administration, with demonstrated expertise in both Windows Server and Enterprise Linux environments.
 
Additional info: 
This role is part of the Infrastructure Support (IS) team and is critical for maintaining the stability, integrity, and security of a high-impact large scale enterprise network infrastructure. The ideal candidate will be a proactive problem-solver with a strong background in network operations, security, and cloud services.
 
Job Duties:
* Provide expertise in the full lifecycle management of Windows Server environments. This includes building, configuring, patching, and hardening Windows Server installations (e.g., 2019/2022) from bare-metal or virtual templates to meet all Federal Information Security Management Act (FISMA) High requirements.
* Design, deploy, and maintain complex Active Directory (AD) forests, domains, trusts, and replication topologies. Expertly manage Group Policy Objects (GPOs), DNS, DHCP, and Public Key Infrastructure (PKI) services. Manage and maintain virtualized environments (VMware vSphere/ESXi, Hyper-V) and support the administration of cloud platforms (e.g. Azure, AWS, Google, etc) utilized by the team.
* Manage and enforce privileged access management (PAM) solutions, user accounts, service accounts, and resource permissions in strict accordance with government security policies.
* Utilize scripting languages (e.g., Python, Bash, PowerShell) and configuration management tools (e.g., Ansible, Puppet) to automate repetitive tasks, configuration baselines, and deployment pipelines across both Windows and Linux environments.
* Lead efforts to integrate Linux systems into the overall IT architecture and support the migration of services and functions away from Windows platforms.
 
Required Qualifications:
* Due to the nature of the work performed, U.S. Citizenship is required.
* Candidate must be able to obtain Secret Clearance.
* Bachelor's degree and 4+ years of experience in Systems Administration, with demonstrated expertise in both Windows Server and Enterprise Linux environments.
* Expert-level, hands-on experience in building, securing, and troubleshooting Windows Servers from scratch and designing complex Active Directory environments.
* Senior-level experience with Linux system administration, networking, security hardening, and scripting/automation tools.
* Proven working knowledge of U.S. Federal Government cybersecurity compliance standards, including FISMA, NIST Special Publications (especially 800-53/800-171), and Continuous Diagnostics and Mitigation (CDM) practices.
 
Preferred Qualifications:
* Microsoft Certified Systems Administrator/Engineer (MCSA/MCSE) or equivalent (e.g., Azure Administrator).
* Red Hat Certified Engineer (RHCE) or equivalent advanced Linux certification.
* CompTIA Security+ (or higher, e.g., CISSP, CISM, CASP+).
* Experience with container technologies such as Docker, Kubernetes, and/or OpenShift.
* Experience with enterprise tools such as Tenable and Microsoft System Center Configuration Manager (SCCM) or Microsoft Endpoint Configuration Manager (MECM).
 
Compensation:
We provide a competitive pay and benefits package. This position is offering a salary rate of $95K-130K per year, however, Belcan considers several factors when extending an offer, including but not limited to education, experience, geographic location, and discipline. Benefits offered may include health care, dental, vision, life insurance; 401(k); education assistance; paid time off including PTO, holidays, and any other paid leave required by law.
 
Belcan is an equal opportunity employer. Your application and candidacy will not be considered based on race, color, sex, religion, creed, sexual orientation, gender identity, national origin, disability, genetic information, pregnancy, veteran status or any other characteristic protected by federal, state or local laws.
 
<a href="http://www.belcan.com" target="_blank">www.belcan.com</a>

Systems Administrator

<h3>Job Description</h3>
About the Role
PMAR is hiring an Office Coordinator to support daily office operations, facility activities, and community engagement. You'll be the main point of contact for marina tenants and work closely with our HR, Accounting, and IT partners. This role is ideal for someone who is organized, dependable, and comfortable managing many moving parts.
Key Responsibilities
<ul>
<li>Support tenant needs at South Bay Marina and the Marine Education Center</li>
<li>Manage housing facilities, inventory, and access</li>
<li>Organize community sponsorships, tours, and educational events</li>
<li>Maintain leases, permits, and regulatory files</li>
<li>Coordinate vehicle/boat maintenance, registrations, and insurance</li>
<li>Support board meeting prep and business meeting coordination</li>
<li>Handle mail, calls, and consolidated company communication</li>
<li>Manage local utility accounts</li>
<li>Assist Accounting with invoices and basic expense tracking</li>
</ul>
What You Bring
<ul>
<li>Strong communication and customer service skills</li>
<li>Excellent organization and attention to detail</li>
<li>Proficiency with Microsoft Office</li>
</ul>

Office Administrator

<h3>Job Description</h3>
About Us:
LTIMindtree is a global technology consulting and digital solutions company that enables enterprises across industries to reimagine business models, accelerate innovation, and maximize growth by harnessing digital technologies. As a digital transformation partner to more than 700+ clients, LTIMindtree brings extensive domain and technology expertise to help drive superior competitive differentiation, customer experiences, and business outcomes in a converging world. Powered by nearly 90,000 talented and entrepreneurial professionals across more than 30 countries, LTIMindtree — a Larsen &amp; Toubro Group company — combines the industry-acclaimed strengths of erstwhile Larsen and Toubro Infotech and Mindtree in solving the most complex business challenges and delivering transformation at scale. For more information, please visit <a href="http://www.ltimindtree.com" target="_blank">www.ltimindtree.com</a>.
Job Title: - AWS Administrator
 
Location: Raritan NJ 
 
Duration: Fulltime
Job Summary

Over 8 years of professional experience in AWS administration
Handson expertise in delivering endtoend solutions for Data Analytics applications handling both structured and unstructured data within the AWS and Oracle environments
Strong ability to collaborate with project managers stakeholders to refine and document infrastructure requirements iteratively while accurately forecasting engineering efforts
Strong dedication to continuous integration and leveraging automation for stable development and production environments
Extensive experience in optimizing costs and performance
Proficient in Linux and Windows system administration tasks
Exceptional attention to detail and a strong commitment to quality
Selfmotivated and determined to achieve set milestones
Excellent collaboration skills with the ability to both mentor and be mentored
Capable of seamlessly working within a multisite multicultural development team
Eagerness to learn new technologies
Enthusiasm for working in a fastpaced growing deadlinedriven startup environment
Required experience in documenting best practices and ensuring strong governance within a team
Holds a BS or MS degree in Computer Science or a related field
 
Preferred SkillsExperience
 
AWS Architect Associate certification
Experience with Scrum and an Agile Development environment
Experience with tools like JIRA GITBitbucket Confluence etc
Experience with Continuous IntegrationDelivery concepts and tools like Jenkins SonarQube bitbucket etc
Strong working knowledge of tools like Sqoop Spark Oozie Hive and Impala
Strong working knowledge of ETL tools like Informatica andor Talend
Knowledge of best practices in using reporting tools like Tableau Qlik R etc
Experience with data lineage data profiler and metadata management tools and processes
Benefits/perks listed below may vary depending on the nature of your employment with LTIMindtree (“LTIM”):
 
Benefits and Perks:
<ul>
<li>Comprehensive Medical Plan Covering Medical, Dental, Vision</li>
<li>Short Term and Long-Term Disability Coverage</li>
<li>401(k) Plan with Company match</li>
<li>Life Insurance</li>
<li>Vacation Time, Sick Leave, Paid Holidays</li>
<li>Paid Paternity and Maternity Leave</li>
</ul>
 
The range displayed on each job posting reflects the minimum and maximum salary target for the position across all US locations. Within the range, individual pay is determined by work location and job level and additional factors including job-related skills, experience, and relevant education or training. Depending on the position offered, other forms of compensation may be provided as part of overall compensation like an annual performance-based bonus, sales incentive pay and other forms of bonus or variable compensation.
 
Disclaimer: The compensation and benefits information provided herein is accurate as of the date of this posting.
 
LTIMindtree is an equal opportunity employer that is committed to diversity in the workplace. Our employment decisions are made without regard to race, color, creed, religion, sex (including pregnancy, childbirth or related medical conditions), gender identity or expression, national origin, ancestry, age, family-care status, veteran status, marital status, civil union status, domestic partnership status, military service, handicap or disability or history of handicap or disability, genetic information, atypical hereditary cellular or blood trait, union affiliation, affectional or sexual orientation or preference, or any other characteristic protected by applicable federal, state, or local law, except where such considerations are bona fide occupational qualifications permitted by law.

Safe return to office:
In order to comply with LTIMindtree’ s company COVID-19 vaccine mandate, candidates must be able to provide proof of full vaccination against COVID-19 before or by the date of hire. Alternatively, one may submit a request for reasonable accommodation from LTIMindtree’s COVID-19 vaccination mandate for approval, in accordance with applicable state and federal law, by the date of hire. Any request is subject to review through LTIMindtree’s applicable processes.

AWS Administrator

<h3>Job Description</h3>
JOB SUMMARY: The Entry-Level Paraplanner/Administrator at Cornerstone Advisors plays a key role in creating a professional, collaborative, and organized office environment that reflects our commitment to our clients. Serving as main point of contact for our CEO/President, the Entry Level Paraplanner/Administrator provides direct executive assistance to the CEO/President and when time prevails supports daily administrative operational functions to the office as needed.
 
Do you want to work hard, be paid fairly, while adding value to family-owned privately-held businesses that have a significant impact on their communities? Come see us!
 
The ideal candidate is highly organized, proactive, and collaborative, with the ability to balance multiple priorities while consistently delivering a positive client and team experience that embodies the Cornerstone Advisors culture.
 
DUTIES AND RESPONSIBILITIES
Office Operations
<ul>
<li>Closely manage the CEO/President’s daily calendar, including coordinating client meetings and anticipating necessary preparation required.</li>
<li>Coordinating internal meetings related to external client meetings.</li>
<li>Cull and organize CEO/President’s email</li>
<li>Preparation of meetings notes and distribution.</li>
<li>Delegation of necessary action items related to internal/external meetings.</li>
<li>Proper project tracking and assistance in workflow.</li>
<li>Maintaining a weekly agenda that tracks the performance of team members and their anticipated action items weekly.</li>
</ul>
Entry Level Paraplanner
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Assist in the preparation of financial planning materials using predetermined, compliant templates.
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Gather and organize client data through fact-finding, questionnaires, and document requests.
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Enter client data into CRM systems with accuracy.
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Prepare basic financial planning reports, including asset summaries and insurance reviews.
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Assist with case design by preparing preliminary plan scenarios
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Support compliance processes by ensuring that client files, disclosures, and documentation meet industry and firm requirements.
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Maintain organized digital planning files and ensure all client information is documented and updated consistently.
Administrative Support
<ul>
<li>Assist Controller with billing processes and prepare client billing correspondence.</li>
<li>Request and obtain financial statements from clients</li>
</ul>
Technology &amp; Systems
<ul>
<li>Maintain and update client and prospect records in the CRM (SmartOffice); serve as internal “SmartOffice Subject Matter Expert.”</li>
<li>Save and organize firm materials, including articles and webinars, for internal and client use.</li>
</ul>
Executive Support
<ul>
<li>Provide administrative support to the CEO/President, including:</li>
<li>Email management and prioritization</li>
<li>Calendar and meeting coordination</li>
<li>Travel arrangements</li>
<li>Filing and document organization</li>
<li>Drafting meeting notes and correspondence</li>
<li>Support other projects as needed as directed by CEO/President</li>
</ul>
Human Capital &amp; Culture Support
<ul>
<li>Order and manage Kolbe and Caliper assessments for clients and internal team use.</li>
<li>Assist with Human Capital Development projects as needed.</li>
</ul>
Other Duties
<ul>
<li>Support general administrative needs as assigned.</li>
<li>Perform backup duties for other staff as required.</li>
<li>Identify opportunities to streamline processes and improve office efficiency.</li>
</ul>
 
&nbsp;CORE COMPETENCIES
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Organization &amp; Efficiency: Demonstrates exceptional organizational skills, attention to detail, and the ability to manage multiple priorities effectively.
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Communication: Communicates clearly and professionally, both verbally and in writing, with colleagues, clients, and external partners.
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Technical Proficiency: Skilled in Microsoft Office Suite; experience with SmartOffice CRM, Constant Contact, and general office technology preferred.
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Initiative &amp; Accountability: Proactive and self-directed; anticipates needs, takes ownership of tasks, and consistently meets deadlines.
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Judgment &amp; Emotional Intelligence: Exercises sound decision-making, professionalism, and discretion; demonstrates empathy and emotional awareness in interactions.
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Client Service Orientation: Dedicated to providing a welcoming, responsive, and high-quality client experience.
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Collaboration: Works effectively as part of a team and contributes to a positive, cooperative office environment.
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Confidentiality &amp; Integrity: Maintains strict confidentiality internally and externally. Upholds the firm’s ethical and professional standards.
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Adaptability: Remains flexible and composed in a dynamic environment; adjusts to shifting priorities or unexpected challenges with a positive attitude.
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Problem Solving: Identifies issues proactively and develops efficient, practical solutions with minimal supervision.
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Professional Presence: Represents the firm with poise, polish, and a client-first mindset at all times.
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Continuous Improvement: Seeks opportunities to streamline processes, improve systems, and enhance operational efficiency.
 
Education and Experience
<ul>
<li>Education: Bachelor’s degree required; advanced degree and/or certifications preferred, but not required.</li>
<li>Experience: Proven experience providing operational support to a professional individual or team in a fast-paced office environment.</li>
<li>Industry Knowledge: Background in Financial Services, Insurance, or related professional services required.</li>
</ul>
 
JOB CONDITIONS AND ENVIRONMENT
·&nbsp;Work Environment: Office-based in a professional corporate environment. Frequent interaction with clients, visitors, team members, and external vendors.
·&nbsp;Schedule: Full-time position, generally standard business hours (e.g., 8:20 a.m. – 5:15 p.m.). Occasional early or late hours may be required for client meetings or special events.
·&nbsp;Physical Requirements: Ability to sit for extended periods. Occasional lifting or moving of office supplies.
·&nbsp;Technology Use: Regular use of computers, phones, office equipment (copiers, scanners, fax machines, etc.).
·&nbsp;Team Interaction: Collaborative work environment requiring strong interpersonal skills, professionalism, and discretion.
·&nbsp;Client-Facing Role: Must maintain a polished and professional appearance, demeanor, and communication style as the first point of contact for clients and visitors.

Paraplanner/Administrator

<h3>Job Description</h3>
Title: CDO Portfolio Administrator
Location: Chicago, IL
Setting: Hybrid, 3 days onsite and 2 from home
Pay range: $19.27 - $40.21 hourly
 
Must have: Attention to detail; Ability to multi-task; Excel skills, Analytical.
Nice to have: Accounting background, cash account reconciliation, experience with CLO and/or CDO Suite
Education: Bachelors degree
 
Job Description:
CDOs are structured finance vehicles that issue both debt and equity liabilities, with the proceeds being used to buy a portfolio of collateral.
Typical types of collateral include syndicated bank loans, corporate bonds, asset-backed securities, mortgage-backed securities, and Mezzanine debt.
 
<ul>
<li>Settles bank loan trades that invests excess cash as directed by the Portfolio Manager, tracks asset attributes such as accrual information, rating, industry codes, etc., provides reports to the internal clients on a daily basis, and assists other trade settlers as needed to ensure reports to the investors timely. Specific to this position, the candidate would be responsible to assist with monthly and quarterly FASB Reporting on CDO’s that have been engaged for this scope of work.</li>
<li>Responsibilities would include acting as the liaison between CLO Deal Administration and Fund Services and providing resolution on any par/cash inquiries.</li>
<li>Additionally, candidate would be expected to run Cash Files, load market pricing, and tie out positions with the clients.</li>
<li>Scope of responsibilities would also include processing of replicate files and analyzing closing/ending balance account discrepancies month over month.</li>
</ul>
 
Benefits (Pride Global)
Pride Global offers eligible employee’s comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance, and hospital indemnity), 401(k) retirement savings, life &amp; disability insurance, an employee assistance program, legal support, auto and home insurance, pet insurance, and employee discounts with preferred vendors.

Portfolio Administrator

<h3>Job Description</h3>
Job DescriptionSalary: 
NOTE: This position is currently filled. However, it is the policy of Freedom Behavioral to continue to take applications so that we can ensure there is no disruption in patient care if a vacancy occurs.
 
Freedom Behavioral Hospital of Bunkie is now accepting resumes for the position of Hospital Administrator.
 
 We offer a competitive salary, a matching 401K, paid vacation and sick days, medical, dental, vision, and supplemental insurance.
 
 GREAT OPPORTUNITY FOR A CAREER ADVANCEMENT! The Administrator is responsible for the overall leadership and operation of the facilitys services, departments, budget and functions, subject to oversight by the Governing Body. The Administrator reviews operating results of the organization, compares them to established objectives and approved budget targets, and takes steps to ensure that appropriate measures are taken to correct unsatisfactory results, The Administrator directs the ongoing mission and philosophy of care of the facility by demonstrating leadership through exploring, developing, accepting and implementing new ideas with vision, foresight, and customer sensitivity to meet the facilitys and communitys needs. The Administrator shall assure the facility is adequately staffed, programming standards are met and adequate resources are provided to meet the needs of the patient populations served. He/She ensures compliance with patient care quality standards and all state, federal and local regulatory laws, standards and protocols for each department, while assisting with the development of the annual operating budgets for these departments; oversees the development of policies and procedures; provides facilities management and oversight of the physical structures, HVAC, mechanical, electrical systems, utility systems and grounds of this hospital to ensure operative and safe working conditions; reviews human resources needs with department managers. The Administrator oversees and is responsible for the development and evaluation of performance of each department and their improvement activities of the Quality Program.
 
 PREFERRED KNOWLEDGE, SKILLS, AND/OR EXPERIENCE REQUIRED:
Education: Bachelors Degree, preferred Administration/Business related
License: None Required
Experience: Minimum of 5 years in a Leadership Role in an Acute Care or Psychiatric Hospital
 
 
The Administrator must be a sound leader who possesses excellent communication and interpersonal skills to foster cooperation across departmental lines and manage information, environmental and fiscal resources to accomplish goals. The Chief Executive Officer must be able to maintain and demonstrate a broad knowledge of the tasks and assets necessary to accomplish the company objectives. Must have knowledge about needs and requirements of third party payers and the ability to be culturally sensitive to diverse groupings of employees and consumers of services as well as maintain knowledge of age/disability competency to the program areas served. Must be able to demonstrate a high degree of integrity and uphold high standards of care throughout the organization.
Additional Requirement
 
<ul>
<li> Effective verbal communication skills</li>
<li> Effective organizational skills</li>
<li> Effective interpersonal skills</li>
<li> Analytical problem solving skills</li>
<li> Ability to read and comprehend written instructions; ability to follow verbal instructions</li>
<li> Proficient knowledge of PC computers</li>
<li> Basic understanding of medical and psychiatric diagnoses and conditions</li>
</ul>
 
 
*********Must be willing to Relocate or be on site M-F at a minimum.

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