<h3>Job Description</h3>
Job Description
Summary
Middle-Market Investment Bank &amp; Advisory firm is looking for an Investment Banking Associate with a minimum of 2 years of investment banking experience to join their team onsite in Delray Beach, FL. The Investment Banking Associate will work across a variety of different transactions (including acquisitions, restructuring, capital structuring, valuations/opinions) involved in all stages from due diligence to financial modeling, developing marketing materials, investor outreach, client relations and closing. The firm offers a competitive compensation package, great benefits, and excellent opportunity advancement. Relocation assistance may be provided.
Main Job Responsibilities:
<ul>
<li>Build and present complex financial analysis and modeling (valuation analysis/modeling, projections, LBO, DCF, public comparables, historical M&amp;A transactions, etc.)</li>
<li>Gathering, reviewing and analyzing due diligence materials and processes</li>
<li>Drafting of client presentations, preparing comprehensive pitchbooks, information memoranda, management presentations and marketing materials</li>
<li>Conducting financial and other business-related research</li>
<li>Coordinating complex and often time-sensitive processes</li>
<li>Active involvement in client-facing situations</li>
<li>Assistance in the execution of transactions</li>
</ul>
Experience Required:
<ul>
<li>Active SIE, Series 79 and Series 63 licenses highly preferred or&nbsp;must be able to obtain in a reasonable timeframe once hired.</li>
<li>Minimum of 2 years of current/recent Investment Banking experience. Middle-market experience highly preferred!</li>
<li>Bachelor’s degree in Finance, Accounting, or other closely related field. MBA/Master’s degree preferred.</li>
<li>Strong experience building complex financial models in Excel and preparing business valuations</li>
<li>Experience creating pitchbooks, proposals and client presentations</li>
<li>Extensive experience in research, data analysis and performing in-depth due diligence</li>
<li>Proficiency in Microsoft Excel and the Microsoft Office suite, including PowerPoint, Word, and Outlook required</li>
</ul>
Company DescriptionOur client is a renowned firm in engineering, architecture, construction, environmental, and consulting. They provide comprehensive services in the energy sector. 
<h3>Company Description</h3>
Our client is a renowned firm in engineering, architecture, construction, environmental, and consulting. They provide comprehensive services in the energy sector.

Investment Banking Associate

<h3>Job Description</h3>
Job Description
Summary
Middle-Market Investment Bank &amp; Advisory firm is looking for an Investment Banking Analyst/Associate to join their team onsite in Delray Beach, FL.
The Investment Banking Analyst will assist across a variety of different transactions focusing on analytical support, research, and marketing materials. We are looking for an Analyst with an entrepreneurial spirit and the ability to work in a high-energy environment. This position offers a competitive compensation structure (relative to experience) with generous benefits and excellent advancement potential.
Main Job Responsibilities:
<ul>
<li>Work with Associates and senior leadership to prepare analytical materials covering financial statements, operational performance, and other due diligence-related items. The Analyst will also assist in building and maintaining models that accurately depict client transactions and allow the team to properly analyze companies and scenarios.</li>
<li>Researching comparable companies and transactions to calculate valuations, industry research, market research, and research used to identify appropriate investors, lenders, or buyers for our client’s deals.</li>
<li>Preparation of marketing materials: The analyst will assist with the preparation of materials used to market opportunities to potential investors. Strong skills in MS PowerPoint needed.</li>
</ul>
Experience Required:
<ul>
<li>Bachelor’s degree in Finance, Accounting, or other closely related field.</li>
<li>Background in financial modeling and experience working within, or adjacent to, the debt capital markets arena.</li>
<li>Proficiency in Microsoft Excel and the Microsoft Office suite, including PowerPoint, Word, and Outlook is highly important.</li>
<li>Strong communicator with superior organizational and problem-solving skills.</li>
<li>Ability to work under pressure and manage multiple competing tasks and demands, while maintaining a professional demeanor.</li>
<li>A team player who can also excel working independently</li>
</ul>
Licensing Requirements
Post-hiring, the Analyst will be required to take and pass the Series 79 and Series 63 exams, allowing the Analyst to register with FINRA as a licensed Investment Banker. We will support the analyst with the required study materials to prepare for the exams, and the Analyst is expected to pass the exams within a reasonable period of time following the hire date.
Please note that this is not an entry-level position. At least 1+ years of prior experience in investment banking or related fields is required.
We offer competitive compensation packages and opportunities for career growth within our organization. Relocation assistance may be provided.
Company DescriptionOur client is a renowned firm in engineering, architecture, construction, environmental, and consulting. They provide comprehensive services in the energy sector. 
<h3>Company Description</h3>
Our client is a renowned firm in engineering, architecture, construction, environmental, and consulting. They provide comprehensive services in the energy sector.

Investment Banking Analyst

<h2>Job Description:</h2>
Role
The Digital Asset - Tokenization Product Manager will work on product development, management, strategy, and advocacy of Fidelity Digital Asset Management's (FDAM) digital asset investment products. This role involves creating, implementing, and overseeing the design and implementation of tokenized assets for various assets, enabling fractional ownership, liquidity, and new investment utilities and opportunities. You will work closely with the FDAM’s Head of Tokenization Platform Strategy and partner with the FDAM investment, risk and data science teams to evaluate and articulate product design, token economics, new utilities, benefits and use cases for tokenizing an asset and positioning across a range of client segments and channels and a range of trading platforms and protocols. In addition, you will work closely with investment teams and asset allocators across the Asset Management division of Fidelity in evaluating investment ideas and use cases for incorporating tokenized assets and blockchain related technologies into investment solutions designed to meet the dynamic needs of our investors and intermediary clients.
<ul>
<li>
Product Strategy: Developing and executing a comprehensive product strategy for tokenized assets, identifying target markets, diverse use cases, and competitive positioning.
</li>
<li>
Tokenized Asset Product Development: Leading the conception, token design, and deployment of tokenized assets across a diverse range of investment solutions and digital asset trading platforms and protocols, focusing on scalability, security, and regulatory compliance. Spearheading the design and development of innovative tokenization products, working closely with cross-functional teams to prioritize features and manage the product roadmap.
</li>
<li>
Identifying investment opportunities, new utilities, efficiencies or use cases for tokenizing assets, designing token models and economic terms, and driving the tokenization process.
</li>
<li>
Developing tokenization models that facilitate access, efficient trading and risk management strategies for investors seeking exposure to private equity, private credit and other illiquid or difficult to trade assets.
</li>
<li>
Market Research: Conducting comprehensive market research to discern emerging trends, customer needs, and analyze the competitive landscape and applications and use cases for tokenizing assets to realize the benefits of blockchain and smart contract and related technologies.
</li>
<li>
Communications and Collaboration: Effectively communicating product plans, progress, and updates to internal stakeholders and external partners to design and establish critical infrastructure supporting investment, valuation, trading, transfer, lending, custody and other financial activities involving tokenized assets. Partnering with the AM Product Group to create alignment and coordination with FDAM product development priorities.
</li>
<li>
Regulatory Compliance and Risk Management: Ensuring compliance of tokenized asset design with applicable laws, regulations, and industry standards, collaborating closely with legal and compliance teams, focusing on disclosure, governance, and trading activities. Identifying potential risks with tokenized assets and implementing effective risk mitigation strategies.
</li>
<li>
Performance Tracking: Defining key performance indicators (KPIs) and metrics to assess the efficacy and impact of tokenization initiatives, leveraging performance data to drive iterative enhancements and optimizations for tokenized assets.
</li>
<li>
Educational Outreach: Collaborating with the Head of Tokenization Platform Strategy, and the FDAM investment research, data science and digital asset strategist teams in conducting educational sessions and workshops to enhance awareness and understanding of tokenization concepts and asset tokenization models and token economics.
</li>
</ul>
The Expertise and Skills You Bring
<ul>
<li>
10+ years of experience working in one or more of these areas: structured finance, securitization, collateralized lending or Delta One product development, liquidity and trading preferably in asset management and/or sell-side investment banking or trading.
</li>
<li>
3+ years of experience working with blockchain and related technology and exceptional understanding of token standards and designing tokenomics, regulatory compliance, and objectives/utilities in tokenizing assets; knowledge of, and/or experience in, DeFi a plus.
</li>
<li>
Demonstrated deep technical aptitude and experience in product design and development, trading and liquidity in at least one of the following areas: structured finance, securitization, collateralized lending, Delta One products.
</li>
<li>
Intellectually curious with a passion for financial markets and innovation, being at the forefront of developing business models in investment products and financial services and providing effective investment solutions for investors in the new crypto asset class.
</li>
<li>
Proven experience in development and product structuring leading to the successful launch of a range of investment strategies and vehicle types and legal structures.
</li>
<li>
Deep understanding of retail, intermediary, and institutional distribution channels and their specific client needs and competitor sets.
</li>
<li>
Refined leadership and influence skills, strategic and critical thinking skills, excellent judgment, and decision-making skills, and professional maturity, confidence, presence, and initiative.
</li>
<li>
Strong track record of collaborating with others and working effectively in a team environment to guide decision-making, issue resolution, managing risks, and building consensus.
</li>
<li>
Experience and demonstrated success working in a high performing team environment experiencing rapid growth and change in a diverse, financial services firm.
</li>
<li>
Highly effective communicator with excellent writing, presentation and interpersonal skills; ability to crisply articulate complex concepts in a digestible manor to senior audiences with poise and confidence.
</li>
<li>
Strong educational credentials: CFA, MBA or equivalent graduate degree preferred.
</li>
<li>
Series 7 &amp; 63 licenses (can be obtained while in role).
</li>
</ul>
The Team
Fidelity Digital Asset Management [FDAM] is the investment platform offering digital asset products and services designed to meet the growing needs of Fidelity’s retail customers and intermediary and institutional clients.
<h2>Certifications:</h2>
Company Overview
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.
Join Us
At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees’ Choice Award</a>, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.
<a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity's working model</a> blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
We invite you to Find Your Fidelity at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>.
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.
 We welcome those with experience in jobs such as Staff Accountant, Senior Accountant, and Payroll Specialist and others in the Accounting and Finance to apply.

Digital Asset - Tokenization Product Manager,  Fidelity Digital Asset Management

<h3>Job Description</h3>
Description
Citizens Private Wealth headquartered in Westchester, New York, with 13 regional offices across the country, is a leading wealth management firm. For more than three decades Clarfeld’s team of CFAs, CPAs, attorneys, and CFP®s provide full investment and wealth management services; comprehensive income tax and estate tax planning, structuring, compliance and governmental representation capabilities; and highly personalized concierge family office services. Clarfeld offers innovative solutions crafted for the sophisticated needs of high-net-worth individuals, families and foundations and has cultivated long-lasting client relationships through multiple market cycles. Clarfeld presently manages and advises on over $17 Billion in assets, offering a wide scope of services, expertise and research, while intimately focusing on each client’s unique circumstances.
We’re looking for a talented Sr. Financial Planning Advisor as Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth markets. We are looking for individuals that demonstrate a track record of delivering a white glove experience to clients that results in long-term client loyalty. The Senior Financial Planner role acts as the primary financial planning advisor to a group of clients.&nbsp;
Responsibilities:
<ul>
<li>Prepare, finalize, and follow through with all work product for Advisors / Relationship Managers (financial independence analyses, estate plan reviews, customized financial analysis, etc.).&nbsp;</li>
<li>Communicate with all levels and departments of the firm, prepare in-depth analysis of client's financial position, and develop a working knowledge of all services provided by Clarfeld.&nbsp; (Tax, Investment, Insurance, Cash Management and PFP).&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;</li>
<li>Will need to learn / understand how associates and senior level advisors interact with Clarfeld clients within our philosophical framework and become knowledgeable in the processes that are unique to the Clarfeld comprehensive planning approach.&nbsp; (Cash Flows, Strategic Asset Allocations, Estate Document Review, Estate Flow/Wealth Transfer Diagrams, Insurance Performance Reports, Balance Sheet &amp; Ownership Analysis, Tax Returns, Education Funding Analysis )&nbsp; &nbsp;</li>
<li>Delegate and be responsible for the preparation, finalization, and follow through with all financial planning work product for clients.</li>
<li>Delegate work to and assist in the education/training of entry level planners, as well as coordinate projects and assignments across all other departments of the firm, as necessary. Less seasoned Financial Planners will shadow associate and senior planning advisors.&nbsp;&nbsp;</li>
</ul>
Qualifications:
<ul>
<li>7+ Years Broad Knowledge and Understanding of Financial Services Instruments</li>
<li>7+ Years In-Depth Knowledge and Experience of Financial Advisory Strategies and Client Management</li>
<li>Must also be proficient in reading and analyzing investment statements and reports, insurance illustrations, estate documents, our clients’ company benefit plans, and tax returns and supporting documents.&nbsp;</li>
<li>Must be proficient in Excel, Outlook, Word, Visio&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</li>
<li>Must be able to multi-task, prioritize and consistently deliver a quality work product, well organized &amp; detail oriented &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</li>
<li>Must be able to work independently, yet collaboratively work with different advisors and departments &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</li>
</ul>
Education/Certifications:
<ul>
<li>Bachelors Degree required</li>
<li>CFP Strongly Preferred - If the candidate does not have the CFP® designation, they must work toward attaining it within 2 years of taking an Associate Financial Planner role (unless a JD, CPA PFS, or other advanced designation and experience).&nbsp;</li>
</ul>
Hours &amp; Work Schedule
<ul>
<li>Hours per Week: 40</li>
<li>Work Schedule: varies</li>
</ul>
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
At Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.
Equal Employment and Opportunity Employer
Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.
Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

Financial Planning Sr Advisor

<h3>Job Description</h3>
Job Description
Citizens Bank &amp; Trust
POSITION DESCRIPTION
POSITION TITLE: Assistant Treasurer
DEPARTMENT: Accounting
CLASSIFICATION: Non-Exempt 
REPORTING RELATIONSHIP
POSITION REPORTS TO: Chief Financial Officer 
POSITIONS SUPERVISED: Accounting Specialist (Wire Transfer) 
POSITION SUMMARY
Acting under the direction of the CFO, this position is responsible for several key areas, including annual budgeting for the bank and periodic forecasting, asset liability management reporting, liquidity reporting and alternative funding analysis. In addition, this position manages the Wire Transfer Function for the Bank, and directly supervises the Accounting Specialist that is responsible for Wire Transfers and Daily Cash Management processing with Fed, FHLB and the Correspondent Banks.
ESSENTIAL DUTIES &amp; RESPONSIBILITIES 
<ul>
<li>Annual Budgeting and Periodic Forecasting Process (20%)</li>
<li>Asset and Liability Management Analysis and Reporting (20%)</li>
<li>Communicate quarterly assumptions and work with 3rd party to deliver quarterly reports</li>
<li>Manage NMD Study and Stress Testing Process with Vendor</li>
<li>Prepare Policy Compliance Reporting and Trend Analysis</li>
<li>Attend and document Quarterly ALCO Meetings</li>
<li>Maintain Interest Rate Risk Policy (IRR/EVE), at the CFO’s Direction</li>
<li>Investment Accounting (15%)</li>
<li>Ensure bonds are booked accurately on 3rd party system</li>
<li>Manage Bond Settlements (Sales and Purchases)</li>
<li>Manage Bond Pledge Position for Funding</li>
<li>Document Basis for Purchases and Sales of Investments</li>
<li>Prepare Investment Reports for the Board and ALCO</li>
<li>Maintain investment policy, at the CFO’s Direction</li>
<li>Liquidity Analysis/Reporting (15%)</li>
<li>Analyze Funding Options</li>
<li>Provide Liquidity and Liquidity Contingency Reporting</li>
<li>Provide Correspondent Bank Analysis</li>
<li>Maintain Liquidity and Liquidity Contingency Policies, at the CFO’s Direction</li>
<li>Wire Transfer and Cash Management (15%)</li>
<li>Oversee wire transfer system and resolve technical issues</li>
<li>Ensure wire transfer staff are properly trained</li>
<li>Ensure wire transfer roles are assigned during absences of staff</li>
<li>Ensure operational procedures are in place</li>
<li>Review and approve daily cash management activity</li>
<li>Maintain wire policy, at the CFO’s Direction</li>
<li>FDICIA Reporting Requirements (5%)</li>
<li>Other Accounting Assignments (10%)</li>
<li>Special Analysis Projects</li>
<li>Reconcilements and Reporting</li>
<li>Backup Assigned Functions (Wire, etc.)</li>
<li>Other duties as assigned.</li>
</ul>
EDUCATION &amp;/OR EXPERIENCE
<ul>
<li>College degree in accounting, finance, management or economics.</li>
<li>CPA/MBA preferred.</li>
<li>Minimum of 3 years job-related experience.</li>
<li>Strong knowledge of accounting practices and policies.</li>
<li>Banking and Investment Knowledge a plus.</li>
<li>Must be skilled in Windows, Microsoft Excel and Microsoft Word.</li>
<li>Must be skilled or able to quickly learn Cognos reporting tool.</li>
</ul>
OTHER SKILLS / QUALIFICATIONS 
<ul>
<li>Must possess basic language skills to write and speak clearly, effectively and appropriate to business standards.</li>
<li>Must have the ability to perform mathematical calculations necessary to execute the duties of job.</li>
<li>Must be able to make sound decisions, have the ability to recognize potential problems, and take appropriate corrective action.</li>
<li>Must be well organized, accurate, and attentive to details.</li>
<li>Must be able to work under time constraints.</li>
<li>Must be cooperative and willing to assist others.</li>
</ul>
PHYSICAL DEMANDS 
No unusual physical demands required for this job. Must be able to do sedentary work. May occasionally have to lift up to 10 pounds typical of most office positions. 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.
WORK ENVIRONMENT
Must be accustomed to professional, business office environment in manner and dress. Must demonstrate excellent human relations skills with customers and bank associates. Must be willing to participate as a team member.
COMPLIANCE WITH REGULATORY REQUIREMENTS
Each associate is responsible for compliance with all applicable regulatory requirements affecting the banking industry as well as applicable Citizens Bank &amp; Trust, policies and procedures. When an associate has supervisory responsibilities, he or she will make certain that their staff understands their responsibilities to comply with applicable regulatory issues and internal programs, policies and procedures.
Equal Opportunity Employer/Affirmative Action &amp; E-Verify Employer/Drug Free Workplace
Best Places to Work Employer
Company DescriptionCitizens Bank &amp; Trust is a full-service financial institution, with a wide range of account and loan products tailored to fit any customers needs. Additionally, we offer the most experienced group of wealth management, trust and private banking professionals in the market to assist you. Our customers and employees are our greatest asset. 
<h3>Company Description</h3>
Citizens Bank &amp; Trust is a full-service financial institution, with a wide range of account and loan products tailored to fit any customers needs. Additionally, we offer the most experienced group of wealth management, trust and private banking professionals in the market to assist you. Our customers and employees are our greatest asset.

Assistant Treasurer

<h3>Job Description</h3>
Job Description
Job Description:
Title: Finance Support (Expense reporting) - Hybrid Position Location: South Jordan, UT 84095 Duration: Contract Shift: **3 days a week in office, 2 home**
 Job Description: Brokerage is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is essential to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Brokerage can provide a best-in-class foundation for building a professional career - a place for people to learn, to achieve, contribute and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
Department Overview: Working closely with our branch offices across the United States, the Service Review Unit conducts daily review and approvals of asset movement, new account, account modification, and expense management requests. We serve as a central utility to provide lift for our local branch management teams. We maintain a healthy balance of servicing the Client, while adhering to written policies and procedures to protect the Client, and the Firm. We strive to follow the core values of Putting Clients First, Leading with Exceptional Ideas, Doing the Right Thing, Giving Back, and Committing to Diversity and Inclusion.
Position Summary: Brokerage seeks qualified candidates to join the Expense Team, reviewing and approving Travel &amp; Entertainment expense reports for our field partners. The Expense Associate will work closely with our field partners to ensure T&amp;E expense activity has been appropriately reviewed and approved to policy. The Expense Associate will report directly to their respective Expense Approval Manager. The Expense Associate will interact with the field and the Expense Team to resolve issues encountered during the expense review and approval process.
Duties and Responsibilities: Review and approve T&amp;E expense reports timely and accurately to both policy and firm procedure Provide world-class customer service to both field facing and internal counterparts in all interactions Research and resolve problems and deficiencies in a timely manner Ability to handle a high volume of requests in a fast-paced environment Proactively participate in all training and education programs to maintain current status on policies, procedures and risk awareness Apply critical thinking when making decisions on items to evaluate risk and client experience Other duties and responsibilities as needed
QUALIFICATIONS: Industry or applicable experience preferred, specifically with expense reports or travel &amp; entertainment Experience working with policy/procedures helpful
Knowledge and Skills: Excellent interpersonal and client service skills Effective written and verbal communication skills Strong attention to detail and excellent judgement Exceptional organization and follow-up skills Ability to prioritize and multi-task Ability to research and resolve problems and service inquiries and escalate issues where appropriate Strong computer skills including Microsoft Office Suite Team player with the ability to collaborate with others Self-motivated with ability to work in a fast-paced environment Bi-Lingual speaking and reading may be helpful but not a requirement (Spanish and/or Portuguese)

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