• B

    Recruiting Coordinator  

    - Newport Beach
    Job DescriptionJob DescriptionSummary/ObjectiveThe Bilingual Recruitin... Read More
    Job DescriptionJob Description

    Summary/Objective

    The Bilingual Recruiting Coordinator supports both field and corporate office hiring needs and assists with the full-cycle recruiting process across multiple departments, including drivers, mechanics, yard workers, and other operational roles. This position ensures an efficient recruiting workflow, accurate tracking of applicant progress, timely reporting, and communication between hiring teams and management.


    Houry Wage

    $30.00 - $34.00 per hour


    Supervisory Responsibility


    The coordinator has no direct reports.


    Essential Functions

    • Assists with full-cycle recruitment for drivers, mechanics, and yard workers, ensuring applicants move efficiently through the process.

    • Posts and maintains job openings across multiple job boards, including ADP Recruiting, Craigslist, and other approved platforms.

    • Monitors and updates the Applicant Tracking System (ATS) pipeline weekly and provides updated candidate lists as needed.

    • Tracks applicant progress using the Applicant Master List and ensures all required steps are completed.

    • Initiates background checks, coordinates pre-employment, and DOT physicals

    • Reviews background checks, drug screen results, and physical exam results to determine candidate clearance for hire.

    • Assigns new-hire training

    • Verifies, submits, and keeps track of invoices for clinics.

    • Approves invoices and is the main point of contact for clinics.

    • Researches, analyzes, prepares, and presents hiring and statistics reports, (Hires vs Terms, Team Performance, Recruitment Report.)

    • Answers phones, scans documents, and performs general clerical functions that support recruitment operations.

    • Assists with job fairs, event preparation, inventory management and distribution of promotional recruiting items.

    • Submits expense reports for various items and advertisement needed by the department.

    • Prepares and submits recruiting team bonuses, sign-on and referral bonuses for drivers.

    • Conducts initial Pre-screening of prospective candidates.

    • Performs other duties assigned as needed.


    Core Competencies:

    • Excellent Communication skills

    • Relationship Management.

    • Critical Evaluation & thinking.

    • Consultation.

    Business Acumen.


    Position Type and Expected Hours of Work


    This is a full-time position. Hours of work may vary but are generally Monday through Friday and occasional weekends. Shift time and total hours worked may be adjusted/vary due to work demand.

    Travel Required: This position requires up to 5% local travel.


    Minimum Education and Experience


    • Bachelor’s degree in business administration or related field.

    • 3-5 years’ in full-cycle recruitment and office experience.

    • Hands-on experience with ADP HRIS, including maintaining employee records, running reports, and supporting full-cycle recruiting processes within the system.

    • Proficient in Microsoft Office Suite, with the ability to create reports, analyze data, and manage communications.


    Required Education and Experience


    • Bilingual (English/Spanish)

    Work Authorization/Security Clearance (if applicable)

    None


    Other Duties

    Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

    Physical Demands and Work Environment

    The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. This job operates in a clerical, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Reasonable accommodation may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or listen. Some filing is required, which would require the ability to lift files sometimes weighing up to 20 pounds, open filing cabinets, bend, and crouch as necessary.

    This job description in no way states or implies that these are the only duties to be performed by the employee incumbent in this position. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.

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  • K

    Assistant Director  

    - Katy
    Job DescriptionJob DescriptionAbout the Role:Join the vibrant team at... Read More
    Job DescriptionJob DescriptionAbout the Role:Join the vibrant team at Kids R Kids Cinco Ranch East as an Assistant Director! This exciting role offers the opportunity to impact the lives of children and families in Katy, TX, while supporting a passionate team dedicated to early childhood education.

    Responsibilities:Assist in daily operations and management of the facility.Support the development and implementation of educational programs and curricula.Ensure compliance with state licensing regulations and company policies.Oversee staff training, development, and performance evaluations.Communicate effectively with parents and address their concerns and inquiries.Coordinate and participate in community events and marketing initiatives.Maintain a safe, nurturing, and engaging environment for children.Assist in managing financial operations of the center.Requirements:Previous experience in a leadership role within a childcare setting.Strong knowledge of child development principles and best practices.Excellent communication and interpersonal skills.Current CPR and First Aid certification.Ability to work collaboratively with staff, parents, and the community.Passion for early childhood education and nurturing young minds.Strong organizational and multitasking abilities.About Us:Kids R Kids Cinco Ranch East has been a trusted name in early childhood education in Katy, TX, for more than two decades. Families love our commitment to providing a safe, enriching environment where children can thrive, and our employees appreciate the supportive culture and opportunities for professional growth. Read Less
  • E
    Job DescriptionJob DescriptionJob Title: Customer Service Representati... Read More
    Job DescriptionJob DescriptionJob Title: Customer Service Representative (Bilingual) - Entry Level (Full time).

    Location: 1200 Golden Key Circle Ste 327. El Paso, TX 79925Pay: $10.00 – $13.00/hour Hours: Monday-Friday. 9:00 am 5:30 pm. Half an hour lunch break.Availability: May require working after hours during annual enrollment period (Sept-Jan).
    About Us

    We are a growing health insurance agency that has proudly served individuals, families, and businesses throughout Texas and New Mexico for over 10 years. Our mission is to help people understand and access healthcare coverage through education, guidance, and exceptional customer service.Unlike high-pressure sales environments, we focus on building lasting relationships with our clients by providing accurate information, personalized support, and a positive customer experience. Our team is passionate about helping others while maintaining a professional, supportive, and collaborative work environment where employees have opportunities to grow and develop new skills. 
    Position Summary

    The Client Services Specialist serves as one of the first points of contact for our clients and plays a critical role in creating a positive customer experience. We are seeking a dependable, bilingual Customer Service Representative who is passionate about helping others and providing outstanding customer support. The ideal candidate is organized, patient, detail-oriented, and comfortable communicating with clients in both English and Spanish. Previous customer service, administrative, healthcare, insurance, or call center experience is preferred but not required. This role provides valuable experience in insurance operations. High-performing employees may have opportunities to advance into Client Services Management, Insurance Operations, Enrollment Support, and other leadership roles as the company grows. Why Join Our Team?

    Every team member contributes to helping people access important healthcare services.  We believe that accuracy, organization, and exceptional service make a meaningful difference in our clients' lives. As a Data Entry Clerk, your work will directly contribute to maintaining high-quality records and supporting a team dedicated to helping people access important healthcare services.
    Key Responsibilities

    Customer Service & Client Support

    1.     Answer incoming phone calls professionally and courteously.2.     Assist clients by answering general questions and directing inquiries to the appropriate team member.3.     Provide support in both English and Spanish through phone, email, and in-person interactions.4.     Deliver a positive, respectful, and helpful experience to every client.5.     Maintain confidentiality and professionalism when handling sensitive client information.

    Administrative Support

    1.     Accurately document client interactions, messages, and requests.2.     Schedule appointments and coordinate client follow-ups as needed.3.     Maintain organized electronic records and update client information in company systems.4.     Assist with data entry, filing, and other administrative tasks.5.     Monitor and respond to emails in a timely manner.

    Organization & Operations

    1.     Utilize Microsoft Excel, email platforms, and internet-based tools to manage daily tasks.2.     Track pending requests and ensure timely completion of follow-up activities.3.     Support team members with special projects and operational needs.4.       Maintain accuracy and attention to detail while managing multiple priorities.

    Qualifications

    Required Qualifications

    ·       Fluent in English and Spanish (speaking, reading, and writing).·       Strong verbal and written communication skills.·       Excellent customer service and interpersonal skills.·       Basic to intermediate computer proficiency, including Microsoft Office and internet applications.·       Strong organizational skills and attention to detail.·       Ability to multitask and prioritize responsibilities in a fast-paced environment.·       Ability to work professionally with individuals from diverse backgrounds.·       Must be able to pass a background check.·       Reliable transportation and ability to work on-site.
    Preferred Qualifications

    ·       Previous experience in customer service, reception, administrative support, healthcare, insurance, or a call center environment.·       Experience working with Microsoft Excel, Outlook, and online systems.·       Familiarity with health insurance terminology or healthcare-related services.
    Work Environment

    ·       On-site position is located at 1200 Golden Key Circle Ste 327. El Paso, TX 79925·       Collaborative, bilingual team environment.·       Professional office setting with a strong focus on customer care and teamwork.·       Full-time and part-time opportunities may be available depending on business needs.

    What We Offer

    ·       Stable employment with a growing local company.·       Competitive compensation based on experience.·       Opportunities for professional growth and increased responsibilities.·       Supportive leadership and a team-oriented culture.·       A respectful workplace that values employee contributions.·       Meaningful work helping individuals and families understand their healthcare options.·       No aggressive sales quotas or high-pressure sales expectations. We take pride in helping seniors and families navigate their health insurance needs. If you're passionate about serving others and want to grow with a company that values integrity, teamwork, and continuous learning, we encourage you to apply. Read Less
  • S
    Job DescriptionJob DescriptionYou May Be a Great Fit as an Acquisition... Read More
    Job DescriptionJob DescriptionYou May Be a Great Fit as an Acquisitions Specialist at Stroosnyder Insurance & Financial Services Inc. if: You’re the person people call first when life goes sideways - calm, steady, and ready to help.You genuinely care about your community and are dedicated to providing excellent service that makes a positive impact on the people around you.You’re a natural relationship-builder who earns trust quickly and keeps it.You listen first, then guide, making customers feel understood while confidently recommending solutions.You’re motivated by goals and growth, and you know how to turn needs-based conversations into confident buying decisions that truly help customers.Location Address: 248 E Main Street Hancock, MD 21750
    At Stroosnyder Insurance & Financial Services Inc., we’re here to help people protect what matters most. We take pride in serving our community with integrity, care, and real support. Whether we’re helping someone navigate a claim or personalize a plan, we believe in doing meaningful work that makes a difference. If you're looking to grow your career, help others, and be part of a team that strives to do good every day, you’ll fit right in with us.

    Key ResponsibilitiesEngage with prospective customers through calls, emails, and community outreach.Develop and maintain a pipeline of potential new business opportunities.Schedule and conduct follow-up interactions to support acquisition goals.Collaborate with team members to coordinate outreach strategies.Track activity and report progress toward established objectives.Maintain compliance with office and regulatory procedures.QualificationsStrong communication and relationship-building skills.Detail-oriented and organized, with the ability to manage multiple tasks.Comfortable initiating contact and interacting with prospective customers.Previous experience in marketing, outreach, or customer service preferred.Must be able to obtain applicable state insurance licenses.

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  • C

    Sales Representative  

    - Cayce
    Job DescriptionJob DescriptionSales Representative CMI is an AT&T auth... Read More
    Job DescriptionJob Description

    Sales Representative 


    CMI is an AT&T authorized dealer looking to hire for a Sales Representative role in the Columbia area and surrounding cities.

    This is a hybrid position we are looking for candidates to work virtually to conduct meetings and training via zoom and also meet face-to-face with our potential customers for one on one consultations for our clients. 


    Responsibilities and Duties:


    Conduct daily appointments with customersOpening new accounts for our client and upgrading existing accountsDaily involvement in a collaborative work environmentPotential to grow and develop (many of our Senior Leadership started in these roles).Maintains professional and technical knowledge by attending educational workshops and establishing personal networksLead managementFollow all outlined requirements for contact and sales.


    Minimum Requirements:

    1-5 years of customer-focused or sales experienceAssociate's Degree+Strong communication skillsReliable transportationExperience working in a collaborative environment 


    Nice to Have: 

    Competency with platforms such as Zoom, Microsoft Office, and Google DrivePublic speaking experience Training experience 


    Why work with us?

    Our company believes in supporting our employees as much as our clients and customers. We are currently providing:

    Competitive pay: including a draw, commissions, and weekly bonusesVacation and self-care bonuses Wireless DiscountsTravel Opportunities  

    If this sounds like it aligns with your goals our team would love to discuss the position further! This is a full-time role, and entry-level to mid-level candidates are encouraged to apply.



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  • C

    Entry Level Sales Account Representative  

    - North Augusta
    Job DescriptionJob DescriptionEntry Level Sales Account Representative... Read More
    Job DescriptionJob Description

    Entry Level Sales Account Representative 


    We are hiring in the North Augusta area.


    *This is a hybrid position- Commuting to the Downtown Columbia location is not required! *


    CMI is now hiring for a Sales Account Representative. We are looking for candidates who want to work virtually to conduct meetings and training via zoom and also meet face to face with our potential customers for one on one consultations for our clients. Here at CMI, we believe in bringing our clients the best customers while keeping integrity and great quality. We are currently looking for someone who is goal-oriented, likes to take initiative, and is open to training in a leadership role. 


    Responsibilities and Duties:


    Conduct daily appointments with customersOpening new accounts for our client and upgrading existing accountsDaily involvement in a collaborative work environmentPotential to grow and develop (many of our Senior Leadership started in these roles).Maintains professional and technical knowledge by attending educational workshops and establishing personal networksLead managementFollow all outlined requirements for contact and sales.


    Minimum Requirements:

    1-5 years of customer-focused or sales experienceAssociates Degree+Strong communication skillsReliable transportationExperience working in a collaborative environment 


    Nice to Have: 

    Competency with platforms such as Zoom, Microsoft Office, and Google DrivePublic speaking experience Training experience 


    Why work with us?

    Our company believes in supporting our employees as much as our clients and customers. We are currently providing:

    Competitive pay: including a draw, commissions, and weekly bonusesVacation and self-care bonuses Monthly morning off dedicated to self-improvementWireless DiscountsTravel Opportunities  

    If this sounds like it aligns with your goals our team would love to discuss the position further! This is a full-time role, and entry-level to mid-level candidates are encouraged to apply.



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  • C

    Sales Representative  

    - Columbia
    Job DescriptionJob DescriptionSales RepresentativeCMI Associates is an... Read More
    Job DescriptionJob Description

    Sales Representative

    CMI Associates is an AT&T Authorized Dealer looking to hire for a Sales Representative role for CMI Associates in the Columbia area and surrounding cities to offer AT&T products and services to

    customers. With over 8 years of a track record of sales success, CMI Associates is

    expanding and is looking to add to the team!


    This is a hybrid position:

    Zoom meetings and in-person consultations with customers are conducted daily.

    Sales representatives must have personal transportation.


    Responsibilities and Duties:

    • Conduct daily appointments with customers

    • Opening new streaming, fiber, and wireless accounts

    • Upgrading accounts for existing customers

    • Daily involvement in a collaborative work environment

    • Maintains professional and technical knowledge by attending educational workshops

    and establishing personal networks

    • Lead management

    • Follow all outlined requirements for contact and sales.


    Minimum Requirements:

    Sales experience is preferred but not required, we provide comprehensive, hands-on training.

    • 1-5 years of customer-focused or sales experience

    • Associate’s degree+

    • Strong communication skills

    • Reliable transportation

    • Experience working in a collaborative environment


    Nice to Have:

    • Competency with platforms such as Zoom, Microsoft Office, and Google Drive

    • Public speaking experience

    • Training experience


    Why work with CMI Associates?

    Our company believes in supporting our employees as much as our clients and customers. We

    are currently providing:

    • Competitive pay: commissions and weekly bonuses

    • Vacation and self-care bonuses

    • Management training opportunities

    • CMI Associates employee discount: 50% off AT&T WirelessSM bill up to 10 lines

    • Travel Opportunities


    If this aligns with your goals, our team would love to discuss the position further! This is a

    full-time role, and we

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  • P

    Customer Care Representative/Dispatcher  

    - Seattle
    Job DescriptionJob DescriptionPacific Office Automation (POA) is the l... Read More
    Job DescriptionJob Description

    Pacific Office Automation (POA) is the largest independently owned office technology dealer in the United States. Since 1976, we’ve expanded to 30+ branches across 11 western states—including Oregon, Washington, California, Arizona, New Mexico, Nevada, Utah, Idaho, Colorado, Texas, and Hawaii.

    We partner with leading manufacturers like Canon, Konica Minolta, Sharp, HP, Ricoh, and Lexmark, delivering cutting-edge business solutions with unbeatable customer service.

    At Pacific Office Automation, you will find an amazing technology company full of growth opportunities, great benefits, and passionate coworkers who aim to help you succeed. Among our company goals, we aim to be a long-term employer. That means providing employees with the training and certification they need to keep up with the fast-changing technology of our office machines, devices, and software. At POA, we believe that all voices can and should be heard, regardless of seniority or tenure.

    Position

    We are seeking an entry-level Customer Care Representative/Dispatcher for our office in Seattle, WA. Our ideal candidate will be detail-oriented, have experience with problem-solving, and will have excellent telephone and customer service skills.

    Essential Job Duties

    Answer incoming support callsCreate support tickets on behalf of customersIdentify and escalate issues to HelpdeskDocument all call information according to standard operating proceduresUse basic computer applicationsCommunicate with customers, technicians, and salespeopleSchedule service callsMeet monthly service goalsRecognize, document, and alert the management team of trends in customer callsRoute calls to appropriate resources

    Qualifications

    No experience necessary- will train the right candidate!Experience using IT ticketing support systems.Experience using Unified Communications for business solutions (Call Handling)Strong phone and verbal communication skills along with active listeningProven ability to multi-task and work in fast-paced environmentsHigh attention to detail and strong organizational skillsExperience with Microsoft Word and ExcelBi-lingual is a plus

    Benefits

    $21.30-24/HRAdvancement and growth into leadership rolesTeam-player environmentMedical/Dental/Vision/Life insurance plansMatched 401kPTO, Vacation, Sick LeaveFSA/HSA programs

    Our Commitment to Diversity and Inclusion

    Pacific Office Automation is proud to be an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, national origin, ancestry, gender, sexual orientation, gender expression or identity, age, religion, veteran status, or any other characteristic protected by law. We celebrate our employees’ differences because we know that diversity makes us stronger.

    #LI-Onsite

    #ZR

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  • C

    Employment Specialist  

    - Tampa
    Job DescriptionJob DescriptionContract (1099 Subcontractor)About the R... Read More
    Job DescriptionJob DescriptionContract (1099 Subcontractor)

    About the Role
    You will work directly with clients to build job skills, explore interests, prepare for work, and support them as they begin employment. This is a contract role that requires reliability, professionalism, and accurate documentation.

    This is not a traditional hourly employee position. You operate independently, set your own availability, and are compensated per service delivered.

    Responsibilities

    • Provide one-on-one employment readiness coaching
    • Support clients with resumes, interviews, and workplace skills
    • Offer onsite or virtual job coaching as needed
    • Communicate professionally with employers when supporting clients
    • Maintain accurate notes and submit documentation on time
    • Uphold Career Focus’s standards in conduct, service, and communication

    Who We’re Looking For

    • Strong communication and organizational skills
    • Ability to work independently without daily supervision
    • Experience in education, coaching, human services, or related fields (preferred but not required)
    • Professional presence and strong follow-through
    • Reliable transportation
    • Must carry contractor insurance (general liability + auto)

    Compensation

    This is a 1099 contractor role with competitive per-service pay.
    Additional earning potential is available based on workload and performance.

    Why Contractors Choose Career Focus

    • Flexible schedule
    • Meaningful, rewarding work
    • Clear expectations
    • Supportive administrative team
    • Consistent referrals and steady opportunities

    How to Apply

    Submit your résumé. Qualified applicants will be contacted for an interview. Read Less
  • T

    Canvassers Needed (No Experience)  

    - Sterling Heights
    Job DescriptionJob Description✅FULL TRAINING PROGRAM!No Selling Requir... Read More
    Job DescriptionJob Description

    ✅FULL TRAINING PROGRAM!

    No Selling Required. No Experience Necessary.

    Canvassing is a career position not a job!

    Average canvassers earned✅ $50-$75K, Supervisor ✅$85-$125K and Managers earn✅ $125-$175K

    We are rapidly expanding and looking for outgoing and highly motivated individuals to join our canvassing team!

    Earn $50K-$75K ($Hourly + Bonus/Commission) scheduling appointments with homeowners – no selling required!

    Responsibilities:

    Speak to home ownersSchedule free estimated appointments/Inspections- no selling needed.

    Qualifications:

    Outgoing personalityCoachable and eager to learnComfortable working and walking neighborhoodsReliable transportation (car/truck)

    Compensation:

    Salary + Commission/Bonus (Earn $50,000 to $75,000 per year)Full training provided Career growth opportunities

    APPLY NOW!

    Company DescriptionThe Best Roofing company of it's kind in the Detroit and Grand Rapids markets. 30 Year old family-owned business providing roof replacement, storm restoration, siding and gutters.Company DescriptionThe Best Roofing company of it's kind in the Detroit and Grand Rapids markets. 30 Year old family-owned business providing roof replacement, storm restoration, siding and gutters. Read Less
  • P
    Job DescriptionJob Description We are seeking an automatic and commerc... Read More
    Job DescriptionJob Description We are seeking an automatic and commercial door sales representative for Southern CA to join our growing team!

    Responsibilities: Develop and maintain relationships with relevant contractors, architects, suppliers, owners, and various commercial facilities Generate complete quotes from construction plans, site visits, email and/or verbal requests Create thorough and detailed submittal packages Obtain purchase orders, contracts, signed proposals, and/or signed submittals and shop drawings Sales lead generation Secure new service accounts and maintain relationship and satisfaction though consistent communication Maintain current product and application knowledge Maintain current relevant local building code knowledge Work with office to detail scope of work and work durations Submit detailed and thorough product order requests to office 
     Qualifications: Previous experience in sales, customer service, or other related fields Familiarity with quoting software Knowledge and practical use of Word, Excel, Publisher, Adobe pdf Strong negotiation skills Read and comprehend construction blueprints and specifications Self motivated, disciplined, and well organized Must be comfortable in construction environmentsMust reside in Southern California and be willing to travel throughout the territory 

    Preferred Qualifications: Knowledge and experience with automatic doors (operators, sliders, revolvers) Knowledge and experience with commercial door hardware and storefront AAADM certification Familiar with current ADA codes   Read Less
  • F

    Large Format Print Operator (Vutek, Durst) 2nd Shift  

    - Burbank
    Job DescriptionJob DescriptionFront Signs is a leading full-service pr... Read More
    Job DescriptionJob DescriptionFront Signs is a leading full-service printing and sign-making company in LA. We provide a wide range of signage solutions for both commercial and residential projects. Our services range from design and manufacturing to installation and maintenance. We value integrity, hard work, and we’re focused on delivering excellent services to our customers.

    We’re looking for an experienced Print Machine Operator -2nd shift, skilled with large format machines like Vutek, Durst
    Salary - $20+ hourly, negotiable
    RESPONSIBILITIES

    Operate large format printing machines;Prepare print machinery, inks, rollers, and materials;Inspect proof sheets to evaluate the quality of printing;Adjusts machinery to meet quality standards and specifications;Maintain inventory of supplies needed to operate printing;Troubleshoot issues during the printing process;Perform routine maintenance of printing machines;Inform supervisor about equipment or material issues;Maintain a clean work area;Perform additional duties as assigned.
    QUALIFICATIONS

    Proven work experience in the printing industry;Knowledge and experience in operating large format printing machinery;Knowledge of operating Mimaki and Vutek printers; Zund cutterKnowledge of Caldera RIP software is plus;Proficient computer skills;Ability to work with various tools and equipment;Ability to work in a fast-paced environment with speed and quality;Ability to operate multiple machines simultaneously;Strong attention to detail and a high focus on delivering quality prints is essential;Ability to meet deadlines.
    Work hour:
    8 hours a day
    2nd shift- from 3:30pm
    Monday to Friday Read Less
  • S

    Salesforce Business Analyst  

    - Sterling
    Job DescriptionJob DescriptionPosition Overview Stealth Solutions is s... Read More
    Job DescriptionJob DescriptionPosition Overview Stealth Solutions is seeking a skilled and motivated Salesforce Business Analyst to join our team in delivering impactful, scalable solutions on the Salesforce platform. The ideal candidate will be experienced in working directly with stakeholders to define business needs, translate them into actionable user stories, and configure Salesforce using declarative tools. You will play a key role throughout the project lifecycle—from requirements elicitation to deployment—while ensuring solutions are sustainable, compliant, and aligned with long-term business goals. This is a hybrid position, and candidates must be generally available from 9:00 a.m. - 5:00 p.m. Eastern Time.  

    Key Responsibilities Elicit, document, and analyze business requirements through stakeholder engagement and discovery sessions Diagram and optimize current- and future-state business processes Define epics and break them down into features and detailed user stories with acceptance criteria Configure Salesforce using declarative tools Assist with system and user acceptance testing, including test case creation and execution Collaborate with developers, QA testers, product owners, and end users to ensure successful solution delivery Minimum Qualifications U.S. Citizenship required due to federal contract requirements Must be eligible to obtain a U.S. Government security clearance Candidate must reside in the U.S., be authorized to work in the U.S., and all work must be performed in the U.S. Bachelor’s degree required 3+ years of experience as a Salesforce Business Analyst or Salesforce Administrator Strong understanding of Salesforce platform capabilities and limitations Proven ability to translate business needs into technical requirements and declarative solutions Experience working in Agile project environments Excellent verbal, written, and interpersonal communication skills Strong organizational and problem-solving skills Required Certifications Any ONE of the following is required: Salesforce Certified Business Analyst Salesforce Certified Administrator Salesforce Certified Platform App Builder Preferred Qualifications Additional Salesforce certifications Familiarity with tools such as Lucidchart, Jira, and Azure DevOps Prior experience supporting federal or public sector clients Willingness to maintain and earn new Salesforce certifications as needed Clearance Requirement: U.S. Citizenship required and must be eligible to obtain a U.S. Read Less
  • G

    Customer Service/Cashier  

    - Antioch
    Job DescriptionJob DescriptionJob Title: Customer Service Representati... Read More
    Job DescriptionJob Description

    Job Title: Customer Service Representative

    Job Type: Full-time/Part-time

    Job Location: 4198 Lone Tree Way, Antioch CA 94531

    Job Summary:

    We are seeking a highly motivated and energetic Customer Service Representative to join our team. The ideal candidate should possess excellent communication skills, be able to work in a fast-paced environment, and have a passion for delivering exceptional customer service.

    Responsibilities:

    Provide exceptional customer service by addressing customer concerns and inquiries.Maintain a positive, empathetic, and professional attitude towards customers at all times.Resolve customer complaints and issues in a timely and satisfactory manner.Keep accurate records of customer interactions and transactions.Process orders and deliveries accurately and efficiently.Keep up-to-date knowledge of company products, services, policies, and procedures.Collaborate with other team members to ensure customer satisfaction and team goals are met.Perform other related duties as assigned.

    Requirements:

    High school diploma or equivalent.1-2 years of customer service experience preferred.Excellent verbal and written communication skills.Ability to multitask, prioritize, and manage time effectively.Ability to work independently as well as part of a team.Ability to adapt to change and work in a fast-paced environment.Strong problem-solving skills and attention to detail.Ability to work a flexible schedule including weekends and holidays if needed.

    We offer a competitive salary and benefits package, as well as opportunities for advancement and growth within the company. If you are passionate about delivering exceptional customer service and meet the requirements of this position, please submit your resume and cover letter for consideration.

     

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  • B

    Sales Associate / Cashier  

    - Escondido
    Job DescriptionJob DescriptionBenefits/PerksCompetitive wagesCareer Gr... Read More
    Job DescriptionJob DescriptionBenefits/PerksCompetitive wagesCareer Growth OpportunitiesFun and Energetic EnvironmentOngoing trainingEmployee DiscountJob SummaryWe are seeking a friendly and hard-working Cashier/Sales Associate to join our team!  You will ring up sales, take payments, and issue receipts. You will provide excellent customer service by ensuring all transactions run smoothly. Help type invoices, collect, ship orders and fix physical inventory. The ideal candidate will have previous experience in customer service and knowledge of cash register operation. 
    Responsibilities Greet each customer with a smile and actively assist while they are shoppingWork the register to ring up sales and complete transactionsCollect payments by cash and credit cardIssue receipts and refunds to customersParticipate in product promotion events and initiatives to drive salesMaintain a solid knowledge of product inventory to assist customers with their selectionsKnow how to do inventory Work with POS Systems Honest, reliable and responsible. QualificationsHigh School Diploma or equivalentAbility to read, count, write, and communicate clearly and effectivelyUnderstanding of sales techniques and best practices in customer serviceWillingness to work well in a team environmentAbility to quickly and accurately work a registerWillingness to work a flexible schedule Read Less
  • E

    Vice President of Growth Marketing  

    - San Luis Obispo
    Job DescriptionJob DescriptionEtna Interactive, a remote-first digital... Read More
    Job DescriptionJob Description

    Etna Interactive, a remote-first digital marketing agency, is currently seeking a Vice President of Growth Marketing (VPGM) to lead performance strategy, drive measurable client outcomes, and elevate how we deliver growth across our agency.

    This is a senior leadership role for someone who thrives at the intersection of strategy, performance, and team leadership. You’ll oversee Paid Media, Marketing Operations, and Strategy, ensuring alignment, accountability, and results across the full marketing funnel. If you’re someone who can step back to define strategy and dive deep to drive execution, and you care deeply about measurable impact, this role is for you.

    *Candidates must live in California, Colorado, Arizona, Georgia, Michigan, or Washington.

    Why should you choose Etna?

    We live our valuesFlexible and remote work culture that supports work / life balanceProgressive paid time off system where taking vacations and time off is encouragedOur peopleEveryone’s favorite part of working here is the people they work withWe are scrappy, curious problem-solversWe are considerate, fair, good humansWe are fun and pun-loving, passionate about what we doWe are tenacious, committed, life-long learnersWe care for our people and provide uncommonly good benefits100% employer-sponsored medical coverage for youA 401(K) plan with an employer matching componentPersonal development and training opportunities Home office set-up stipendEmployer-sponsored life insurance & long-term disability insurance

    What will you do as a Vice President of Growth Marketing at Etna?

    At a high level, the VPGM has the following responsibilities:  

    Drive overall growth strategy and client outcomes by owning portfolio performance and ensuring campaigns consistently deliver measurable business results and exceed KPIs Lead performance optimization across all marketing channels, ensuring efficient execution, continuous improvement, and high-quality delivery aligned to client goals Build, lead, and develop high-performing teams by mentoring Directors and fostering a culture of accountability, collaboration, and continuous improvement Oversee integrated, full-funnel marketing strategies that align acquisition, conversion, and retention to maximize revenue growth Ensure strong marketing operations performance, driving efficiency, scalability, and effective execution across all client programs Guide the evolution of agency products and operational protocols, adapting to new technologies and advancing performance marketing capabilities Drive client retention and account growth by partnering with Client Services to strengthen relationships and expand lifetime value Contribute to revenue growth and forecasting by aligning performance outcomes with business targets and identifying expansion opportunities Establish and lead data and analytics frameworks, including clear metrics, reporting, and dashboards to enable informed decision-making Maintain deep industry and channel expertise to ensure strategies remain competitive, innovative, and aligned with market trends

    Why should Etna choose you?

    Our firm has made a big name for itself in the medical marketing space; our clients expect and deserve the attention of a professional with:

    BA/BS in Marketing, Business, or related field, or equivalent experience with 10+ years actively working in and contributing to digital marketing5+ years of leadership experience within a digital marketing agency, with a hands-on approach to guiding teams and outcomesDeep, first-hand expertise across digital marketing channels with a proven track record of personally driving performance and ROIDemonstrated ability to develop, execute, and scale data-driven marketing campaigns, staying closely involved in both strategy and executionStrong, working knowledge of websites, social media, and full-funnel digital marketing, with experience applying these in real-world scenariosAbility to analyze data directly, generate insights, and translate findings into clear, actionable strategies that drive resultsEffective leader and communicator who actively collaborates across teams and contributes to decision-making, not just direction-settingProven problem-solver who identifies issues early and takes an active role in implementing practical, effective solutionsHighly organized and detail-oriented, with the ability to manage multiple priorities while staying engaged in the workCurious, adaptable, and collaborative, with a positive attitude and a continuous improvement mindset grounded in doing, not just directing

    All candidates considered for interview must first complete a verbal assessment to demonstrate deep first-person experience in forensic SEO, answer engine optimization, advanced campaign tracking principles, and paid search and social campaign optimization.

    We have a special interest in finding candidates with excellent organization and communication skills. While a strong skill set and innate intelligence will get you in the door, a kind personality, and the ability to fit in with our team here at Etna are necessary traits of a successful applicant.

    Since 2002, Etna Interactive has helped clinical and aesthetic practices, hospitals, insurance companies, and medical device manufacturers educate and attract new patients. Our small firm has made a big name for itself in the medical marketing industry, and our clients expect the attention of an experienced professional at every step.

    Salary:  

    The estimated base salary for this role ranges from $140,000 - $175,000 per year. However, it is important to note that compensation may vary depending on several factors, primarily the candidate's level of experience and qualifications.

    At Etna Interactive, we strive to offer competitive compensation packages that align with industry standards and reflect the value of the skills and expertise that candidates bring to the table. The final compensation offered will be determined based on a comprehensive assessment of factors including (but not limited to) relevant work experience, educational background, demonstrated skills and abilities, and the specific requirements of the position.   

    Application Instructions:  

    To apply:    

    Familiarize yourself with our company, our clients, and the work we do.   Apply at https://www.etnainteractive.com/about/careers/ and upload: Your résumé   A cover letter (PDF preferred)   

    Etna Interactive provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, Etna Interactive complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.   

    Applicants and future applicants, we want to emphasize that we will never send unsolicited emails to any applicants or future applicants. If you receive any email claiming to be from us but did not apply directly through our official channels, please disregard it, as it may be a phishing attempt.

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  • L

    Sales Technician  

    - Plano
    Job DescriptionJob DescriptionJLM WHOLESALEA Division of Lockmasters,... Read More
    Job DescriptionJob Description

    JLM WHOLESALE

    A Division of Lockmasters, Inc.

    NOW HIRING: Sales Technician – Commercial Door Hardware


    Job Type

    Full-Time (In office)

    Department

    Sales

    Reports To

    Branch Manager

    Travel

    Very Little

    About JLM Wholesale

    JLM Wholesale is a leading distributor of commercial door hardware, locksmith supplies, and security products, serving glazing contractors, professional locksmiths and security contractors across the United States. As a division of Lockmasters, Inc., we are backed by decades of industry expertise and a commitment to delivering exceptional value to our customers. Our team combines deep product knowledge with a customer-first approach to help our clients solve real-world security challenges.

    Position Overview

    We are seeking an experienced and motivated Sales Technician with a strong background in commercial door hardware to join our growing sales team. In this role, you will serve as a trusted technical resource and sales consultant for our glazing contractors, locksmith and security professional customer base. You will leverage your hands-on product knowledge to drive revenue growth, support customers with specification and selection needs, and build long-term relationships that position JLM Wholesale as their go-to distribution partner.

    Key ResponsibilitiesProactively develop and manage a portfolio of wholesale accounts including glass and glazing contractors, locksmiths, security integrators, and commercial hardware contractors.Provide expert technical guidance on commercial door hardware products including locksets, exit devices, closers, hinges, access control hardware, and related components.Assist customers with product specifications, substitutions, and code-compliant hardware recommendations for commercial and institutional applications.Achieve and exceed assigned sales targets and growth objectives.Process and follow up on customer orders, quotes, and special-order requests with accuracy and urgency.Maintain current knowledge of JLM's product catalog, supplier lines, and competitive positioning.Partner with purchasing and warehouse teams to ensure seamless order fulfillment and customer satisfaction.Identify new customer opportunities and conduct outreach to expand the active account base.Maintain accurate customer records and sales activity within CRM systems.Required QualificationsMinimum 3 years of experience in commercial door hardware sales, distribution, or a related field.Demonstrated technical knowledge of commercial door hardware products, manufacturers (e.g., Allegion, ASSA ABLOY, Corbin Russwin, Yale, LCN, Norton, Von Duprin), and industry standards.Familiarity with ADA compliance, fire-rated door requirements, and ANSI/BHMA hardware grades.Proven track record of achieving sales goals and building customer relationships.Strong communication skills — written, verbal, and consultative.Proficiency with order management or CRM software and Microsoft Office applications.Ability to work independently, manage time effectively, and prioritize competing demands.High school diploma or equivalent required.Preferred QualificationsAssociate or bachelor’s degree in business, Construction Management, or a related field.Certified Door Hardware Consultant (CDHC) or Architectural Hardware Consultant (AHC) designation.Experience in wholesale distribution or a multi-line distributor environment.Familiarity with access control hardware and electrified door hardware systems.Background working with glazing contractors, locksmiths, security contractors, or commercial construction trades.Experience with Pro-Tech or Titan estimating and schedule software.Compensation & BenefitsCompetitive base salary commensurate with experience, plus performance-based incentive compensation.Comprehensive health, dental, and vision insurance.401(k) retirement plan with company contribution.Paid time off and company holidays.Ongoing product training and professional development opportunities.


    JLM Wholesale is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or veteran status.

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  • B

    Post-Sales and Service Manager  

    - Madison
    Job DescriptionJob DescriptionPosition Overview:The Post-Sales and Ser... Read More
    Job DescriptionJob Description

    Position Overview:

    The Post-Sales and Service Manager is a critical member of the Operations Group who manages the post-commissioning and post-sales relationship with all BIOFerm customers. This position is responsible for providing high-quality care and service to customers, ensuring the proper resolution of issues and needs, while focusing on maintaining and growing the ongoing relationship with BIOFerm.

    The Post-Sales and Service Manager manages all post-commissioning and post-sales customer accounts, including the administration of Operations and Maintenance (“O&M”) contracts. As part of these efforts, this position takes the lead role with all post-sales customers to provide quotes, order parts, track deliveries, schedule service work, provide updates, and generally address all other customer needs. This position manages the service-related efforts of BIOFerm by working closely with all departments to ensure the effective completion, documentation, and invoicing of all service-related activities.

    The Post-Sales and Service Manager must have excellent communication and organizational skills to ensure customer satisfaction and maintain healthy business relationships with current and potential future customers.

    BIOFerm™ is a Wisconsin-based renewable energy company specializing in turnkey anaerobic digestion and biogas upgrading facilities. Our mission is to provide sustainable and economical solutions for organic waste diversion, transforming food waste, manure, biosolids, and other organic materials into renewable natural gas (RNG), green energy, vehicle fuel, heat, and organic products.

    Key Responsibilities:Serve as the primary contact for all customer service, spare parts, and post-sales support needs.Build and maintain strong, long-term relationships with customers through regular communication, site visits, and responsive service.Identify and pursue sales opportunities with existing and prospective customers, including carbon media, spare parts, and maintenance services.Attend trade shows, conferences, and networking events to promote BIOFerm products and attract new customers.Prepare and deliver sales and service quotes, ensuring timely follow-up and profitable pricing.Administer and manage O&M contracts, coordinating with Plant Operations to ensure customer satisfaction and smooth facility performance.Collaborate with Sales and Project Execution teams to transition new projects into post-sales service.Oversee all service operations including scheduling, parts orders, documentation, and invoicing.Track service tickets, warranty claims, and customer communications in the ERP system, ensuring timely resolution and accurate records.Coordinate with Procurement to manage inventory, logistics, and supplier performance.Monitor customer feedback, resolve issues proactively, and recommend improvements to enhance satisfaction and retention.Prepare regular internal and external reports summarizing service performance, sales metrics, and customer activity.Maintain compliance with company and regulatory requirements, including documentation and customer account records.Support continuous improvement by developing and refining departmental processes, workflows, and training materials.Provide after-hours coordination for emergency service and urgent customer needs as required.Perform additional tasks as assigned by management.Competencies & Qualifications:Bachelor’s degree in business, engineering, or related field.5+ years of experience in customer service, account management, or sales in a technical field —preferably within the renewable energy, industrial, or utility sectors, including biogas upgrading and anaerobic digestion (AD) systems.Demonstrated success in managing customer accounts and generating sales opportunities.Strong communication, negotiation, and relationship management skills.Organized and self-directed with the ability to manage multiple priorities in a fast-paced environment.Proficiency in Microsoft Office Suite and ERP systems; experience with data entry and report generation.Problem-solving mindset with a proactive approach to customer needs.Ability to travel regularly for customer visits, site inspections, and industry events.Valid U.S. driver’s license. Valid authorization to work in the U.S. without current or future sponsorship.

    Compensation & Benefits:

    Compensation is based on experience and is competitive. BIOFerm™ offers a comprehensive benefits package.

    To be considered for this position, please submit your cover letter, resume, and salary requirements.

    To learn more about BIOFerm™ and other positions available, please explore our website at BIOFermEPC.com.


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  • A

    Portfolio Manager - Financial Services  

    - Cincinnati
    Job DescriptionJob DescriptionWe are seeking a collaborative and detai... Read More
    Job DescriptionJob Description

    We are seeking a collaborative and detail-oriented Portfolio Manager to join our Client Service Operations team. This role is responsible for the implementation, oversight, and ongoing management of client portfolios, working in close partnership with Wealth Managers and internal teams. This position plays a critical role in ensuring that portfolio strategies are executed accurately and efficiently, with a strong emphasis on operational excellence, risk management, and high-quality client outcomes. While this role does not have primary responsibility for investment strategy decisions, it requires a deep insight of portfolio construction and the ability to apply that knowledge in a practical, client-specific context. The ideal candidate brings strong investment knowledge, sound judgment, and a client-first mindset, along with the ability to manage complex workflows and operate effectively in a highly collaborative environment.

    We are Aspiriant, a leading, independent, 100% employee-owned wealth management firm. Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success. We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives.

    Collaborative and fun work environment where together, we achieve moreEnvironment supportive for learning and growing your careerContinuing education assistance program401(k) with company matchBonus programCompany contribution up to 95% for health insuranceHybrid work arrangement

    How you will contribute:

    Portfolio Construction & Strategy

    Implement investment models within client portfolios based on guidance from Wealth ManagersPartner with Wealth Managers to assess existing client portfolios and recommend appropriate Aspiriant investment models and transition plansPrepare and maintain Investment Policy Statements (IPS) to facilitate client portfolio decisionsCoordinate with internal portfolio management colleagues to execute portfolio transitions and strategy updates

    Portfolio Monitoring & Management

    Work closely with Wealth Managers to evaluate portfolio positioning and determine appropriate actionsInitiate trade requests aligned with client needs and portfolio strategyEnsure accurate and timely implementation of model updates across client portfoliosMaintain high standards of accuracy, consistency, and documentation in portfolio management activities

    Trading Oversight & Approvals

    Review and provide second-level approval for trades generated by the Portfolio Management trade proposal teamServe as a backup trade approver for Wealth Managers, Investment Advisors, and other Portfolio Managers as neededPartner with the Director of Portfolio Management to enhance trading oversight, resolve discrepancies, and strengthen risk management practices

    Integral member of the Portfolio Management team

    Serve as a key contributor within the Portfolio Management team, actively facilitating day-to-day operations and broader team objectivesPartner closely with Director of Portfolio Management to drive strategic initiatives that enhance trading processes, optimize workflow efficiency, and maximize the value of trading technologyDesign and refine trading workflows to improve scalability, accuracy, and operational effectiveness across the platformBuild strong, strategic relationships across the Portfolio Management team, fostering a positive, team-oriented culture and contributing to overall team success

    Is this you?

    An ideal candidate will be motivated by our mission to empower families to take control of their financial lives, live their values with clarity and peace of mind, and actualize their dreams. We seek out a wide range of talented team members who share our values and vision. We value intellectual intensity, collaboration, and compassion. A strategic partner once compared us to “a cocker spaniel.” We like the comparison. Our relationships with clients are professional first and foremost; they are also warm, passionate and genuine.


    The attributes and talents that lead to success in the role are:

    Knowledge & Technical Skills

    Strong knowledge of portfolio construction, asset allocation, and investment strategyDeep familiarity with investment vehicles, including separately managed accounts, mutual funds, exchange-traded funds, and alternative investmentsWorking knowledge of entity structures such as trusts, partnerships, and LLCsAdvanced proficiency in Excel; experience with portfolio management and CRM systems (especially Black Diamond and Salesforce) is a plus

    Professional Skills & Attributes

    Strong analytical and critical thinking skills, with the ability to evaluate complex investment decisionsExcellent communication skills, with the ability to clearly convey information across a variety of audiencesHighly organized with the ability to manage multiple priorities and deadlinesDetail-oriented with a strong commitment to accuracy and qualityProactive team player who builds strong relationships across functionsSelf-motivated and capable of working independently in a dynamic environmentCommitted to delivering a high level of client service and supporting colleagues

    Personal Style

    A COLLABORATOR who will mentor and help others on your teamGENUINELY care about serving and caring for other people

    Experience and Education

    We will consider any combination of experience and education which provides the necessary knowledge, skills, and abilities to perform the job:

    Bachelor’s degree in finance, economics, business, or a related field, or equivalent professional experienceMinimum of six (6) years of experience in investment management or financial servicesPrior experience working for an RIA firm is a plusPrior team leadership experience is a plus

    Physical Demands and Work Environment:

    Primarily sedentary work in an office with minimal distractions; walking throughout the office. Learn and memorize tasks; execute tasks independently; apply knowledge and use judgment to manage situations. Occasionally exert up to ten pounds of force to lift, carry, push, pull or otherwise move objects. Perform repetitive motions; substantial movements of the wrists, hands, and fingers for computer keyboard operation. Use near visual acuity to perform an activity such as preparing documents, operating a computer, and reading. Speak and hear to communicate with team members and clients by phone and in-person.

    Aspiriant is committed to diversity, inclusion and belonging.

    A diverse and inclusive culture is essential to providing the best to both our clients and our people. Including a variety of perspectives in all that we do is necessary for our innovation and growth. We envision a firm where our people see a community they belong to and an inspiring future…a firm where people can be themselves, learning is limitless, and everyone can thrive.

    As an Equal Opportunity Employer that believes in and follows Fair Chance Ordinances, we are committed to employment practices that ensure that employees and applicants for employment are provided with equal opportunities without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information, or any other factor that is not related to the position.

    www.aspiriant.com

    Aspiriant is a Registered Investment Adviser, subject to SEC regulation, and requires all employees (and at times, family members) to disclose securities holding and transactions. There are also restrictions on trading certain securities. Candidates are encouraged to request further information regarding the

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  • A

    Portfolio Manager - Financial Services  

    - Austin
    Job DescriptionJob DescriptionWe are seeking a collaborative and detai... Read More
    Job DescriptionJob Description

    We are seeking a collaborative and detail-oriented Portfolio Manager to join our Client Service Operations team. This role is responsible for the implementation, oversight, and ongoing management of client portfolios, working in close partnership with Wealth Managers and internal teams. This position plays a critical role in ensuring that portfolio strategies are executed accurately and efficiently, with a strong emphasis on operational excellence, risk management, and high-quality client outcomes. While this role does not have primary responsibility for investment strategy decisions, it requires a deep insight of portfolio construction and the ability to apply that knowledge in a practical, client-specific context. The ideal candidate brings strong investment knowledge, sound judgment, and a client-first mindset, along with the ability to manage complex workflows and operate effectively in a highly collaborative environment.

    We are Aspiriant, a leading, independent, 100% employee-owned wealth management firm. Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success. We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives.

    Collaborative and fun work environment where together, we achieve moreEnvironment supportive for learning and growing your careerContinuing education assistance program401(k) with company matchBonus programCompany contribution up to 95% for health insuranceHybrid work arrangement

    How you will contribute:

    Portfolio Construction & Strategy

    Implement investment models within client portfolios based on guidance from Wealth ManagersPartner with Wealth Managers to assess existing client portfolios and recommend appropriate Aspiriant investment models and transition plansPrepare and maintain Investment Policy Statements (IPS) to facilitate client portfolio decisionsCoordinate with internal portfolio management colleagues to execute portfolio transitions and strategy updates

    Portfolio Monitoring & Management

    Work closely with Wealth Managers to evaluate portfolio positioning and determine appropriate actionsInitiate trade requests aligned with client needs and portfolio strategyEnsure accurate and timely implementation of model updates across client portfoliosMaintain high standards of accuracy, consistency, and documentation in portfolio management activities

    Trading Oversight & Approvals

    Review and provide second-level approval for trades generated by the Portfolio Management trade proposal teamServe as a backup trade approver for Wealth Managers, Investment Advisors, and other Portfolio Managers as neededPartner with the Director of Portfolio Management to enhance trading oversight, resolve discrepancies, and strengthen risk management practices

    Integral member of the Portfolio Management team

    Serve as a key contributor within the Portfolio Management team, actively facilitating day-to-day operations and broader team objectivesPartner closely with Director of Portfolio Management to drive strategic initiatives that enhance trading processes, optimize workflow efficiency, and maximize the value of trading technologyDesign and refine trading workflows to improve scalability, accuracy, and operational effectiveness across the platformBuild strong, strategic relationships across the Portfolio Management team, fostering a positive, team-oriented culture and contributing to overall team success

    Is this you?

    An ideal candidate will be motivated by our mission to empower families to take control of their financial lives, live their values with clarity and peace of mind, and actualize their dreams. We seek out a wide range of talented team members who share our values and vision. We value intellectual intensity, collaboration, and compassion. A strategic partner once compared us to “a cocker spaniel.” We like the comparison. Our relationships with clients are professional first and foremost; they are also warm, passionate and genuine.


    The attributes and talents that lead to success in the role are:

    Knowledge & Technical Skills

    Strong knowledge of portfolio construction, asset allocation, and investment strategyDeep familiarity with investment vehicles, including separately managed accounts, mutual funds, exchange-traded funds, and alternative investmentsWorking knowledge of entity structures such as trusts, partnerships, and LLCsAdvanced proficiency in Excel; experience with portfolio management and CRM systems (especially Black Diamond and Salesforce) is a plus

    Professional Skills & Attributes

    Strong analytical and critical thinking skills, with the ability to evaluate complex investment decisionsExcellent communication skills, with the ability to clearly convey information across a variety of audiencesHighly organized with the ability to manage multiple priorities and deadlinesDetail-oriented with a strong commitment to accuracy and qualityProactive team player who builds strong relationships across functionsSelf-motivated and capable of working independently in a dynamic environmentCommitted to delivering a high level of client service and supporting colleagues

    Personal Style

    A COLLABORATOR who will mentor and help others on your teamGENUINELY care about serving and caring for other people

    Experience and Education

    We will consider any combination of experience and education which provides the necessary knowledge, skills, and abilities to perform the job:

    Bachelor’s degree in finance, economics, business, or a related field, or equivalent professional experienceMinimum of six (6) years of experience in investment management or financial servicesPrior experience working for an RIA firm is a plusPrior team leadership experience is a plus

    Physical Demands and Work Environment:

    Primarily sedentary work in an office with minimal distractions; walking throughout the office. Learn and memorize tasks; execute tasks independently; apply knowledge and use judgment to manage situations. Occasionally exert up to ten pounds of force to lift, carry, push, pull or otherwise move objects. Perform repetitive motions; substantial movements of the wrists, hands, and fingers for computer keyboard operation. Use near visual acuity to perform an activity such as preparing documents, operating a computer, and reading. Speak and hear to communicate with team members and clients by phone and in-person.

    Aspiriant is committed to diversity, inclusion and belonging.

    A diverse and inclusive culture is essential to providing the best to both our clients and our people. Including a variety of perspectives in all that we do is necessary for our innovation and growth. We envision a firm where our people see a community they belong to and an inspiring future…a firm where people can be themselves, learning is limitless, and everyone can thrive.

    As an Equal Opportunity Employer that believes in and follows Fair Chance Ordinances, we are committed to employment practices that ensure that employees and applicants for employment are provided with equal opportunities without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information, or any other factor that is not related to the position.

    www.aspiriant.com

    Aspiriant is a Registered Investment Adviser, subject to SEC regulation, and requires all employees (and at times, family members) to disclose securities holding and transactions. There are also restrictions on trading certain securities. Candidates are encouraged to request further information regarding the

    Read Less

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