Post a Job

All jobs

All jobs

We are a industry leading insurance and financial services broker/dealer in San Carlos, CA looking for part time or full time Finance Associates to expand in the San Francisco Bay Area. Qualified candidates will receive training on money management, how to pay off debt, cash saving, asset protection, life insurance, retirement planning, investing, wealth accumulation, and entrepreneurship.

Finance Associates are required to attend weekly training and pass the CA Life & Health Insurance exam. Securities licenses (6 & 63) sponsorship is also available for qualified Finance Associates.

No previous experience required, but previous experience is a plus.

Qualified Candidates Must:

Have NO prior Felonies

Be Coachable

Be Driven

Be able to pass the CA Life & Health license exam with a 60% or higher

Honest and will always put the client's interest first

(Bilingual is a plus) 


See full job description

 We are a industry leading insurance and financial services broker/dealer in San Carlos, CA looking for part time or full time Finance Associates to expand in the San Francisco Bay Area. Qualified candidates will receive training on money management, how to pay off debt, cash saving, asset protection, life insurance, retirement planning, investing, wealth accumulation, and entrepreneurship.

Finance Associates are required to attend weekly training and pass the CA Life & Health Insurance exam. Securities licenses (6 & 63) sponsorship is also available for qualified Finance Associates.

No previous experience required, but previous experience is a plus.

Qualified Candidates Must:

Have NO prior Felonies

Be Coachable

Be Driven

Be able to pass the CA Life & Health license exam with a 60% or higher

Honest and will always put the client's interest first

(Bilingual is a plus)

 


See full job description

COMPENSATION $27.88- $28.84/hr DOE

PROGRAM Finance

REPORTS TO Accounting Manager

WORK SCHEDULE Monday – Friday, 8:00 am to 5:00 pm

STATUS & CLASSIFICATION Full-time, Non-exempt

Hamilton Families

Our mission is to end family homelessness in the San Francisco Bay Area. Established in 1985, Hamilton Families is San Francisco's leading service provider to homeless families, with carefully designed programs to prevent homelessness, provide shelter and stability, return families to permanent housing and support the well-being of children experiencing homelessness. We currently operate these programs across six sites in San Francisco and Oakland. For more information, visit www.hamiltonfamilies.org.

Position Overview

The Staff Accountant- Payroll & A/P is responsible for processing disbursements of operating expenses. The Staff Accountant is also responsible for maintaining the payroll system, processing bi-weekly payrolls, and performing other payroll related duties.

Primary Duties and Responsibilities

• Process and transmit payroll biweekly; process mid-cycle payroll adjustments, holiday, wellness and referral bonuses, and final paychecks. Produce routine and specialized payroll reports as requested.

• Process and transmit employee and employer contributions to retirement plan provider biweekly.

• Prepare workers’ compensation monthly invoice calculations and employee union dues

• Match, code, and enter invoices into accounts payable system. Prepare batch reports and review for errors prior to submitting to supervisor

• Ensure that all invoices have proper supportive backup documents as required by internal fiscal policies and procedures.

• Responsible for matching general ledger account, program code, funding source, and department code in general ledger.

• Process payments, maintain statements, conduct weekly check runs to ensure timely and accurate payments and prepare checks for signature.

• Audit and process credit card statements and employee expense reimbursements.

• Communicate with vendors regarding account issues, research unpaid invoices, and resolve and investigate invoice disputes/discrepancies.

• Communicate with program directors and staff who handle purchases to request vendor invoices, packing slips, and other related supporting document.

• Maintain several petty cash disbursements and perform reconciliations and audit.

• Responsible for ongoing knowledge and understanding of agency wide budget and cost allocation plan.

• Ensure fiscal adherence to contracts and grants

• Maintain accounts payable files and records.

• Maintain 1099 files and year-end 1099 form preparation.

• Prepare journal entries and assist in month end closing

• Prepare weekly/monthly accounts payable reports.

• Manage petty cash for the Administrative office.

• Assist with other projects as needed.

Qualifications, Skills and Abilities

• Bachelor’s Degree in accounting, business administration, or related field and/or minimum two years’ experience in accounting/and or finance preferably in the non-profit sector.

• Experience in payroll software preferably in ADP.

• Experience in processing credit card expense report software

• Solid written and verbal communication skills.

• Ability to pay attention to detail and maintain confidentiality

• Strong interpersonal skills and commitment to work with a diverse staff are essential to perform the position duties.

• Proficient in Microsoft Office (Word, Outlook, Excel, etc.).

• Essential functions of the position may require use of a telephone, working at a standard computer terminal.

• The ability to follow reasonable ergonomic recommendations, sit for long periods, stand, reach, bend, lift and carry up to 20 pounds.

• Criminal background check, fingerprint imaging, and tuberculosis (TB) clearance required post-offer.

Compensation and Benefits

Hamilton Families (HF) offers excellent medical, dental, and vision coverage, plus tax-advantaged Flexible Spending Arrangements for Health Care and Dependent Care. Employees also have the chance to earn up to $180 per calendar year for participating in various wellness activities and can participate in partnership discounts with various YMCA and 24-Hour Fitness locations. Additionally, HF offers tax-deductible commuter benefits that can be applied to public transit, parking, and ride sharing services like Lyft Line and Uber pool.

The work at HF is designed for individuals to follow their passions and commitment to community. HF takes professional development seriously and offers coaching and training opportunities at every level. A role with the Stability team is great for an individual who is interested in exploring community based nonprofit work, social work, or mental health disciplines. We also offer a $1,000 tuition reimbursement to employees each year (after 12 months of employment) and offer dozens of internal and external trainings for staff at every level annually.

HF employees enjoy generous benefits including 11 paid holidays, 3 weeks of vacation and 2 weeks of sick time per year.

HF offers an employer-matched 403(b) retirement plan, tuition reimbursement, and other great long-term benefits!

Application Procedure

• To submit an application, please click apply above or below.

• Please attach your résumé and a brief letter of interest.

• No faxes or phone calls.

• Hamilton Families is an Equal Opportunity Employer. Pursuant to the San Francisco Fair Chance Ordinance., we will consider for employment qualified applicants who arrest and conviction records. 


See full job description

Racial and socioeconomic achievement gaps persist in our schools today. There is a 26% or greater gap in math achievement between white students and students of color. We believe in the power of STEM to offer opportunities to students who need it most. You can change this by becoming a STEM teacher.

EnCorps STEM Teachers Program’s vision is to realize a day where all students, regardless of socioeconomic status, are inspired and prepared to pursue their dreams. STEM Teaching Fellows transition to teaching careers within 1-3 years with the support of EnCorps training, guest teaching field experience, credentialing guidance, EnCorps cohort and the EnCorps network of schools. When you become an EnCorps Fellow, you are committing to providing access to quality education within low income schools, supporting students who need your mentorship the most.

The EnCorps team will provide guidance as you begin the process to become a teacher and the broad network of fellows provides first hand experience from people who, like you, transitioned into a teaching career.

Fellowship details:


  • Fellows may choose a licensed or non-licensed teaching pathway. If licensed, they will earn their license from a university partner over the course of 4-14 months

  • EnCorps will place you in a local partner school for 1 semester where you will spend 2-5 hours per week as a volunteer Guest Teacher

  • Fellows train online/on-demand and at 3 in-person cohort events each year by participating in enhanced skills preparation workshops

  • Fellows receive extensive support and mentoring from the EnCorps staff, their cohort, and EnCorps’ network of schools

  • With the help of EnCorps, you will develop your unique timeline to become a paid teacher, in as little as 9 months, or 3 years depending on your personal goals.

*Find out more about the timeline and teaching credentials at

Minimum requirements:


  • Have a bachelor's degree 

  • Have at least 1 year of hands-on STEM industry work experience or have an advanced degree in a STEM field*

  • Financial plan to participate in unpaid Guest Teaching Training for one semester

For more specific eligibility and FAQ’s, please see

*Looking for backgrounds in: Accounting, finance, banking, mathematics, statistics, data analyst, computer programmer, IT, coding, product manager, engineering (civil, mechanical, ALL), healthcare, scientific research, biotech, lab work, etc.

Want to empower students and inspire the next generation of STEM leaders? Join EnCorps today!

Fall application deadline: Sept 11, 2020. Apply today at:

See EnCorps through the eyes of a fellow:

 


See full job description

Whatever your role at American Century Investments®, we operate as a team and our commitment to " Play to win" isunmatched. It's this power of teamwork that enables us to focus on our clients' long-term interests, helping them achieve their financial objectives.What makes you different is what makes us different. At American Century Investments, we recognize the value of diversity. We believe diversity is what makes us stronger and what makes us complete as a workforce. As a company, we accept each person for who they are and the unique talent and strength they bring. It's one of the primary keys to successfully meet the demands of an ever-changing world.We're excited that you are interested in joining our team.. seeks Investment Research Analyst in Kansas City, Missouri responsible for researching prospective stocks for both domestic and non-US companies, monitoring current portfolio holdings for the Global Value strategies as well as providing support for the team’s portfolio manager(s). Requires MS in Business Administration or related. Experience must include: 3 yrs exp. in security analysis in domestic and non-US security. 3 yrs of buy-side experience and 3 yrs exp. analyzing Asian markets. Demonstrated ability to use FactSet or Bloomberg and Excel.recblid nz5m8r7lerskwpwuuuna7tga9r2axz


See full job description

Job Description:We believe your knowledge and expertise of managed portfolio products helps you gain trust with our clients. We know you will inspire client dedication and engagement in order to develop long-lasting positive relationships with Fidelity TheExpertiseWe’re Looking ForSeries 7 (required)Series 66 within 30 days of hireMinimum of 3 years of previous financial services experienceBroad based knowledge and understanding of general financial planning conceptsShown customer service, relationship management and sales skills ThePurposeof Your RoleClient Management Representatives help support and consult Fidelity clients who have a managed portfolio. TheSkillsYou BringA strong verbal and written communication skillsYour ability to effectively influence othersAuthoritatively problem solve, be dedicated, demonstrate initiative and multi-taskHave a robust time management and organizational skillsBring a comprehensive understanding of tax and retirement issuesHaving previous experience consulting with clients or possess a dream to learn this approach TheValueYou DeliverEducating clients on an ongoing basis regarding asset allocationConducting annual reviews of client’s profiles to ensure suitable portfolio allocationsProbing, uncovering and incorporating all relevant financial and personal data to identify the most appropriate investment strategy and identify additional investment opportunitiesConducting welcome calls with new clients to solidify the relationship and outline the service modelResolving service requests in coordination with PAS Service Specialists How Your WorkImpactsthe OrganizationThe Client Relationship Manager is part of Fidelity’s Portfolio Advisory Services group, which operates within our Personal Investing business unit. We are leading provider of investment management, retirement planning, family conversations, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services. We believe in building relationships, not just in building sales or building our assets. After all, our clients will place their investments, their savings, and their futures in your hands. You’ll be the one who will personally work with them to help achieve their dreams whether that’s saving for college, for retirement, for a big vacation, or anything else. This is a serious responsibility and that’s why we’ll surround you with amazing, supportive people and all the tools you need.Certifications:Series 07 FINRA, Series 63 FINRA, Series 65 FINRA, Series 66 FINRACategory:Customer Service


See full job description

Job Description:We believe your knowledge and expertise of managed portfolio products helps you gain trust with our clients. We know you will inspire client dedication and engagement in order to develop long-lasting positive relationships with FidelityThe Expertise We’re Looking For Series 7 (required)Series 66 within 30 days of hireMinimum of 3 years of previous financial services experienceBroad based knowledge and understanding of general financial planning conceptsShown customer service, relationship management and sales skillsThe Purpose of Your Role Client Management Representatives help support and consult Fidelity clients who have a managed portfolio.The Skills You Bring A strong verbal and written communication skillsYour ability to effectively influence othersAuthoritatively problem solve, be dedicated, demonstrate initiative and multi-taskHave a robust time management and organizational skillsBring a comprehensive understanding of tax and retirement issuesHaving previous experience consulting with clients or possess a dream to learn this approachThe Value You DeliverEducating clients on an ongoing basis regarding asset allocationConducting annual reviews of client’s profiles to ensure suitable portfolio allocationsProbing, uncovering and incorporating all relevant financial and personal data to identify the most appropriate investment strategy and identify additional investment opportunitiesConducting welcome calls with new clients to solidify the relationship and outline the service modelResolving service requests in coordination with PAS Service SpecialistsHow Your Work Impacts the Organization The Client Relationship Manager is part of Fidelity’s Portfolio Advisory Services group, which operates within our Personal Investing business unit. We are leading provider of investment management, retirement planning, family conversations, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services. We believe in building relationships, not just in building sales or building our assets. After all, our clients will place their investments, their savings, and their futures in your hands. You’ll be the one who will personally work with them to help achieve their dreams whether that’s saving for college, for retirement, for a big vacation, or anything else. This is a serious responsibility and that’s why we’ll surround you with amazing, supportive people and all the tools you need. Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.Com. Fidelity Investments is an equal opportunity employer. Certifications:Series 07 FINRACategory:Customer ServiceCompany OverviewAt Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.Com. Fidelity Investments is an equal opportunity employer.


See full job description

Job Description


Property Director- Property Management


WE ARE LOOKING FOR A SUPERSTAR!


Are you highly motivated and experienced in leasing apartments with a proven track record of success in achieving goals?


Are you seeking an employer that provides growth opportunities for its top performers?


Do you want to work for a stable, high integrity company that offers good pay, commissions, and benefits?


 


Then Davlyn Investments, Property Management may have just the job you desire!


We have an immediate opening for a skilled and motivated Property Director in Santa Rosa.


Davlyn offers a competitive total compensation program that includes bonus opportunity, medical, dental and vision insurance, a 401K plan, vacation time and sick leave.


 


Role:


Under the direction of a Regional Manager, our Property Director will use his/her financial management, leasing, and customer service skills to:


 


- Lease available units


- Inspect units after move out and prior to new move ins


- Oversee vendors


- Disposition of security deposits


- Accounts receivable


- Provide excellent customer service to residents and prospects


- Work in a collaborative team environment


- Complete administrative tasks as required


- Increase property revenues


- Decrease operating and maintenance expenses


- Achieve customer satisfaction through responsiveness to needs, enhanced communication and unparalleled professionalism.


 


Qualifications:


 


- One year of experience in multi-family Property Management (of 60+ units). Yardi experience is preferred.


- Intermediate to advanced sales, marketing, apartment management and personnel management (including labor laws) education and experience.


- Strong customer service, problem solving, organizational, time management, oral and written communication skills.


- Proficiency with computer software applications such as MS Word, Excel and Outlook.


- Physical and visual ability to inspect apartment units, landscaping, vendor and subordinate work performance.


- Ability to multi-task and prioritize


- Ability to comprehend basic math and financial analysis.


- A polished and professional demeanor and appearance.


- Able to work a flexible schedule, including weekends.


- Strong work ethic that includes being dependable, flexible, and team oriented.


-Valid California driver's license, a good driving record and dependable transportation.


- Ability to travel to other properties as needed for coverage.


 


*All offers of employment are contingent upon the successful completion of a drug screen, background check, and credit check.


Davlyn Investments Property Management is a privately held, highly entrepreneurial real estate investment firm specializing in the acquisition, management and disposition of multifamily and office properties located throughout Southern California.


Our employees thrive in a small but growing organization and excel in a fast-paced environment with a company culture that reflects the entrepreneurial spirit of the principals. This is a culture where creativity, passion, a strong work ethic and high integrity are valued and recognized. Employees at Davlyn enjoy challenging work assignments, seek personal and professional development and embrace the change that exists with a company in an on-going growth mode.


Davlyn offers a competitive total compensation program that includes bonus opportunity, medical, dental and vision insurance, a 401K plan, vacation time and sick leave.


 


 


Company Description

Founded in 1993, Davlyn Investments is a prominent real estate operating company focused in California, that specializes in the acquisition, renovation, repositioning, management and sale of multifamily, and office projects throughout California.

Building value is more than an abstract concept to us. Our unmatched attention to detail and standards of quality result in greater demand for our product, and in turn, generate superior returns to our investors.

Join our team, today!


See full job description

Job Description:This role requires the Series 7 License in order to be considered. If you do not have a Series 7, please search for Workplace Planning Associate or Customer Relationship Advocate positions to learn more about starting a career in Financial Services. We believe your knowledge and expertise of managed portfolio products helps you gain trust with our clients. We know you will inspire client dedication and engagement in order to develop long-lasting positive relationships with Fidelity TheExpertiseWe’re Looking ForSeries 7 (required)Series 66 within 30 days of hireMinimum of 3 years of previous financial services experienceBroad based knowledge and understanding of general financial planning conceptsShown customer service, relationship management and sales skills ThePurposeof Your RoleClient Management Representatives help support and consult Fidelity clients who have a managed portfolio. TheSkillsYou BringA strong verbal and written communication skillsYour ability to effectively influence othersAuthoritatively problem solve, be dedicated, demonstrate initiative and multi-taskHave a robust time management and organizational skillsBring a comprehensive understanding of tax and retirement issuesHaving previous experience consulting with clients or possess a dream to learn this approach TheValueYou DeliverEducating clients on an ongoing basis regarding asset allocationConducting annual reviews of client’s profiles to ensure suitable portfolio allocationsProbing, uncovering and incorporating all relevant financial and personal data to identify the most appropriate investment strategy and identify additional investment opportunitiesConducting welcome calls with new clients to solidify the relationship and outline the service modelResolving service requests in coordination with PAS Service Specialists How Your WorkImpactsthe OrganizationThe Client Relationship Manager is part of Fidelity’s Portfolio Advisory Services group, which operates within our Personal Investing business unit. We are leading provider of investment management, retirement planning, family conversations, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services. We believe in building relationships, not just in building sales or building our assets. After all, our clients will place their investments, their savings, and their futures in your hands. You’ll be the one who will personally work with them to help achieve their dreams whether that’s saving for college, for retirement, for a big vacation, or anything else. This is a serious responsibility and that’s why we’ll surround you with amazing, supportive people and all the tools you need.Certifications:Series 07 FINRA, Series 63 FINRA, Series 65 FINRA, Series 66 FINRACategory:Customer ServiceCompany OverviewAt Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.Com. Fidelity Investments is an equal opportunity employer.


See full job description

Job DescriptionOverviewIt’s an exciting time to join Fisher Investments as we are investing heavily in the future of our firm’s technology and information security. Our business is growing internationally, which emphasizes the need to build an unparalleled team that drives global growth through strategic solutions and continuous innovation. If you are looking to play a foundational role in supporting diverse businesses and take end-to-end ownership to prevent and solve problems, then the IT Infrastructure Engineering Team Leader may be the right fit for you!The Opportunity:As the IT Infrastructure Engineering Manager (Engineering Team Lead) you will be working hands on with your team focusing on IT infrastructure project delivery, technical strategy, and escalations for cloud solutions and network technologies. You will provide implementation oversight of solutions that overcome both technology and business challenges. This role provides the opportunity to drive a culture of collaboration and partnership with teams inside and outside of technology.The ability to work a flexible off-hours schedule for planned and unplanned maintenance is required. Team coverage includes rotating on-call duties and responding within 15 minutes for providing high service supporting 24/7/365 as needed.The Day-to-Day:Oversee the Public Cloud Infrastructure Solutions team and Infrastructure Network Engineering team and hold project team members accountable for the delivery of successful solutionsFacilitate design and plan large-scale projects on all infrastructure technologiesEnsure that solutions meet policy, regulatory, architectural, and security standardsCollaborate with operations to gauge the effectiveness and efficiency of existing infrastructure systems and develop/implement strategies for improving Integrate the design and deployment of infrastructure including compute, OS, hypervisor, network, storage, database and security and the associated services across on premise and cloud backendWork with IT leaders and Project Managers to assist with resource planning, vendor assessment, and other tasks to provide technical thought leadershipProvide technical escalation points for production support during normal business and off-hoursLead translation and mapping of business requirements to define objectives for IT infrastructure needs as well as design to develop and implement quality, cost-effective solutionsLead innovation efforts and feasibility of the new/emerging technologies and solutions along with the preparation of thorough business case justifications and value proposition demonstrationsYour Qualifications:10+ years of experience in IT Infrastructure & Operations4+ years of experience managing infrastructure teamsBachelor’s degree in MIS, computer science, math, or other science field, or equivalent combination of education and experienceExperience with operations and solution design of multiple infrastructure technologies including systems, network, storage, compute, and digital workspaceExperience operating and/or engineering virtual private or public cloud compute services such as Azure or AWSExperience with SD-WAN and SD-DC systems such Cisco Viptela and VMware NSXExperience with network micro-segmentation and multi-tenancy, cloud security, and PKIUnderstanding of Infrastructure as Code conceptsKnowledge of Microsoft desktop and server technology stack including Active Directory, MS SQL, and WindowsKnowledge of infrastructure concepts including compute, OS, hypervisor, network, storage, database and securityCandidate will be familiar with project management methodologyAbility to manage risk and instill trust in othersWhy Fisher Investments:Fisher Investments is a different kind of investment firm. We don’t come from Wall Street, nor do we believe we fit in with most of the finance industry, and we’re proud of that. We work for a bigger purpose: bettering the investment universe. From unmatched service to innovative perspectives on investing, it’s the people that make the Fisher purpose possible. After all, it’s our people that enable us to offer the level of service that we do. And we invest in them accordingly, offering exceptional benefits like:100% coverage of premiums for health, vision and dental insuranceA 50% 401(k) match, up to the IRS maximum20 days of PTO*, plus 9 paid holidays8 week paid Primary Caregiver Parental LeaveAnd much, much more We also provide a cumulative, continuous learning and development framework customized for every employee. This emphasis on personal and professional growth has yielded an award-winning work environment; we’re Great Place to Work Certified, and The Oregonian named us as a 2017 and 2018 Top Workplace.But in the end, it’s not the perks that keep people here. They stay because they believe in our mission of service—our employees want to make a difference in an industry that can do better.* California employees accrue up to 17 days of PTO and 3 days of sick time per year.FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER


See full job description

Job DescriptionOverviewAre you looking to drive global development and continuous innovation at a growing firm? Do you enjoy leading highly technical teams and working to create strategic solutions? If so, our Digital Workplace Manager may be the right fit for you!The Opportunity:Fisher Investments is looking for a highly technical leader who will set direction and reimagine how firm employees use their productivity tools, devices and services. As a Digital Workplace Manager, you will lead a highly technical team that manages a diverse set of collaboration, end user, mobility and desktop management technologies and tools. You will have the opportunity to build strong partnerships with other teams within Technology and Service, as well as key business stakeholders to understand their requirements and translate them into effective technical solutions.This is a direct hire opportunity.The Day-to-Day:Implement and support technical solutions focused on enhancing workforce productivitySet and execute a digital workplace strategy with a focus on enhancing end user experience Drive process maturity around secure end user device management Assist in defining key metrics and KPIs demonstrating efficient and effective utilization and consumption of end user productivity tools and services Utilize skills in governance and security to manage/mitigate risk through establishing effective controls, leveraging security related tools, creating and implementing associated processes and procedures through partnership with the Fisher Investments Security TeamYour Qualifications:3-5 years of experience with technical and end user management across various platforms from a hardware and access perspectiveExperience with VDI, Mobility, Citrix, and ExchangeExperience with collaboration solutions including cloud based productivity applications such as Office 365, SharePoint Online, and OneDriveDemonstrated experience in driving technology innovation, developing and executing technology roadmaps and delivering measurable improvements Experience implementing and managing end-point operational analytics and end user experience monitoring solutions Experience interacting with Procurement and Service Desk teams to insure license compliance Prioritization of user community satisfaction and feedback in meeting the business demandsWhy Fisher Investments:Fisher Investments is a different kind of investment firm. We don’t come from Wall Street, nor do we believe we fit in with most of the finance industry, and we’re proud of that. We work for a bigger purpose: bettering the investment universe. From unmatched service to innovative perspectives on investing, it’s the people that make the Fisher purpose possible. After all, it’s our people that enable us to offer the level of service that we do. And we invest in them accordingly, offering exceptional benefits like:100% coverage of premiums for health, vision and dental insuranceA 50% 401(k) match, up to the IRS maximum20 days of PTO*, plus 9 paid holidays8 week paid Primary Caregiver Parental LeaveAnd much, much moreWe also provide a cumulative, continuous learning and development framework customized for every employee. This emphasis on personal and professional growth has yielded an award-winning work environment; we’re Great Place to Work Certified, and The Oregonian named us as a Top Workplace. But in the end, it’s not the perks that keep people here. They stay because they believe in our mission of service—our employees want to make a difference in an industry that can do better.* California employees accrue up to 17 days of PTO and 3 days of sick time per year.FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER#DI


See full job description

Job Description:We believe your knowledge and expertise of managed portfolio products helps you gain trust with our clients. We know you will inspire client dedication and engagement in order to develop long-lasting positive relationships with Fidelity The Expertise We’re Looking For Series 7 (required)Series 66 within 30 days of hireMinimum of 3 years of previous financial services experienceBroad based knowledge and understanding of general financial planning conceptsShown customer service, relationship management and sales skillsThe Purpose of Your Role Client Management Representatives help support and consult Fidelity clients who have a managed portfolio. The Skills You Bring A strong verbal and written communication skillsYour ability to effectively influence othersAuthoritatively problem solve, be dedicated, demonstrate initiative and multi-taskHave a robust time management and organizational skillsBring a comprehensive understanding of tax and retirement issuesHaving previous experience consulting with clients or possess a dream to learn this approach The Value You Deliver Educating clients on an ongoing basis regarding asset allocationConducting annual reviews of client’s profiles to ensure suitable portfolio allocationsProbing, uncovering and incorporating all relevant financial and personal data to identify the most appropriate investment strategy and identify additional investment opportunitiesConducting welcome calls with new clients to solidify the relationship and outline the service modelResolving service requests in coordination with PAS Service SpecialistsHow Your Work Impacts the Organization The Client Relationship Manager is part of Fidelity’s Portfolio Advisory Services group, which operates within our Personal Investing business unit. We are leading provider of investment management, retirement planning, family conversations, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services. We believe in building relationships, not just in building sales or building our assets. After all, our clients will place their investments, their savings, and their futures in your hands. You’ll be the one who will personally work with them to help achieve their dreams whether that’s saving for college, for retirement, for a big vacation, or anything else. This is a serious responsibility and that’s why we’ll surround you with amazing, supportive people and all the tools you need. Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit FidelityCareers.ComFidelity Investments is an equal opportunity employer. Certifications:Series 07 FINRA, Series 66 FINRACategory:Customer Service, Relationship Management, SalesCompany OverviewAt Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.Com. Fidelity Investments is an equal opportunity employer.


See full job description

Job Description:We believe your knowledge and expertise of managed portfolio products helps you gain trust with our clients. We know you will inspire client dedication and engagement in order to develop long-lasting positive relationships with FidelityThe Expertise We’re Looking For Series 7 (required)Series 66 within 30 days of hireMinimum of 3 years of previous financial services experienceBroad based knowledge and understanding of general financial planning conceptsShown customer service, relationship management and sales skillsThe Purpose of Your Role Client Management Representatives help support and consult Fidelity clients who have a managed portfolio.The Skills You Bring A strong verbal and written communication skillsYour ability to effectively influence othersAuthoritatively problem solve, be dedicated, demonstrate initiative and multi-taskHave a robust time management and organizational skillsBring a comprehensive understanding of tax and retirement issuesHaving previous experience consulting with clients or possess a dream to learn this approachThe Value You Deliver Educating clients on an ongoing basis regarding asset allocationConducting annual reviews of client’s profiles to ensure suitable portfolio allocationsProbing, uncovering and incorporating all relevant financial and personal data to identify the most appropriate investment strategy and identify additional investment opportunitiesConducting welcome calls with new clients to solidify the relationship and outline the service modelResolving service requests in coordination with PAS Service SpecialistsHow Your Work Impacts the Organization The Client Relationship Manager is part of Fidelity’s Portfolio Advisory Services group, which operates within our Personal Investing business unit. We are leading provider of investment management, retirement planning, family conversations, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services. We believe in building relationships, not just in building sales or building our assets. After all, our clients will place their investments, their savings, and their futures in your hands. You’ll be the one who will personally work with them to help achieve their dreams whether that’s saving for college, for retirement, for a big vacation, or anything else. This is a serious responsibility and that’s why we’ll surround you with amazing, supportive people and all the tools you need. Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.Com. Fidelity Investments is an equal opportunity employer. Certifications:Series 07 FINRA, Series 63 FINRACategory:Customer Service, Relationship Management, SalesCompany OverviewAt Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.Com. Fidelity Investments is an equal opportunity employer.


See full job description

Job Description


Investment Property Group is looking for a Manager in Training to join our growing team at our property in Auburn, WA!


You will work under one of our senior property managers and will be trained on everything that they do on a day to day basis. This program will develop you into a strong property manager so that we can transfer you to any of our open properties once you are fully trained.


This person must be willing to relocate to any of our many locations in CO, CA, AZ, UT, WA or OR so please do not apply if you cannot commit to this type of position. We cannot guarantee an amount of time that you will be trained before we are able to transfer you - it will depend on the needs of the business. Real estate related experience is preferred but any experience is welcome as long as you have the desire and passion to make property management your new career!


 


Company Description

Investment Property Group is a growing Real Estate Investment Company that is an industry leader in mobile home communities. Headquartered in Irvine California, our current portfolio exceeds 94 locations with 13,000+ spaces in 8 states. IPG’s commitment to excellence, service and prosperity is unparalleled. Join us and join a winning team!


See full job description

Job Description


IPG- Investment Property Group is seeking a full time Assistant Property Manager to join the team at our mobile home community, Lamplighter Camarillo in Camarillo, CA! You will help plan and facilitate all real estate activities and transactions.


Responsibilities:



  • Assist Property Manager with tasks as assigned

  • Attract and educate new tenants

  • Investigate and resolve tenant complaints

  • Update and improve properties to increase return on investment

  • Enforce property and associations' rules and regulations

  • Respond to park related emergencies after hours (when needed)


Requirements:



  • One year or park management or property management experience of 100 doors or more

  • Detailed orientated with strong communication skills

  • Must be able to compose and update spreadsheets

  • Professional appearance, sales or rental experience, exceptional customer service and the ability to work independently on weekends

  • Ability to build rapport with tenants

  • Ability to multitask and prioritize

  • Excellent written and verbal communication skills

  • This role requires frequent park walking for inspections and notice delivery.

  • Excellent customer Service/ Interpersonal skills


Pluses:



  • Experience with vendor management

  • Ability to work effectively with a team

  • Computer and email experience including Manage America software use.

  • Fair Housing training


Company Description

Investment Property Group is a growing Real Estate Investment Company that is an industry leader in mobile home communities. Headquartered in Irvine California, our current portfolio exceeds 94 locations with 13,000+ spaces in 8 states. IPG’s commitment to excellence, service and prosperity is unparalleled. Join us and join a winning team!


See full job description

Job Description


We are seeking a part time Property Manager to become a part of our manufactured housing community in Milwaukie, OR! This position includes paid on-site housing in addition to the annual salary, person (must live on-site). This person will work 29 hours per week, M-F 10am-4pm.


IMPORTANT: This is a 55+ community, and per the park's rules and regulations, EVERY person that resides in this park must be a minimum of 45 years old (including children)


Responsibilities:



  • Oversee and coordinate all property management activities

  • Supervise and train property staff

  • Update and maintain property appearance

  • Enforce property and associations' rules and regulations

  • Investigate and resolve resident complaints


Qualifications:



  • Previous experience as an on-site Property Manager

  • Mobile home or manufactured housing experience REQUIRED

  • Ability to build rapport with residents

  • Willingness to sell homes within the park

  • Leasing experience is a PLUS

  • Ability to multitask and prioritize

  • Excellent written and verbal communication skills


Company Description

Investment Property Group is a growing Real Estate Investment Company that is an industry leader in mobile home communities. Headquartered in Irvine California, our current portfolio exceeds 94 locations with 13,000+ spaces in 8 states. IPG’s commitment to excellence, service and prosperity is unparalleled. Join us and join a winning team!


See full job description

Job Description


The Hybrid External Wholesaler role includes calling on Financial Advisors and selling municipal bond separately managed accounts. This individual role is dedicated to increasing the sale of our products through regular telephone presentations and meetings. Applicants should have extensive business development/wholesaling experience within the Wells Fargo, Merrill Lynch, and UBS distribution channels in particular. Meetings and conversations should increase a Financial Advisor’s knowledge and awareness of our products. This individual will be responsible for making proactive calls to clients and prospects while managing an assigned territory within the US. Primary client interaction is by telephone as well as travel to client sites. The investor relations position is a fast paced challenging sales role for self-motivated and driven sales professionals.


Responsibilities:


• Conduct proactive telephone and in-person sales presentations to top tier advisors highlighting firm products and value proposition.


• Partner with President to drive sales and assets and build relationships with advisors through execution of a defined territory plan and sales process.


• Effectively profile advisors to understand their practice, clients and investment process to identify needs and to position investment solutions and services to meet those needs.


• Provide portfolio construction and practice management support to financial advisors to help them strengthen their client relationships and grow their business.


• Execute consistent follow up with advisors to advance the sales process and deepen advisor relationships.


• Demonstrate organized, efficient and effective territory management and phone skills on a consistent basis.


Desired Skills and Experience


• Financial services industry and sales experience preferred


• Established relationships within wire house distribution channels, Wells Fargo, UBS, and Merrill Lynch in particular, as wells as independent BD's and RIAs


• Sales Territory - NY Metro Region


• Bachelors degree and strong academic background required


• Excellent verbal communication and presentation skills required


• Demonstrated knowledge of fixed income/municipal bonds preferred


• Strong organization and time management skills required


• Strong interest in sales and the financial markets required


• Series 65 registration preferred


Company Description

Clinton Investment Management specializes in the professional management of municipal bond portfolios on behalf of High-Net-Worth, Ultra-high-Net-Worth, and Institutional investors. Our firm's goal is to be a top provider of municipal bond investment solutions to our clients by offering world class portfolio management, superior value-added thought leadership, and preeminent client service for our advisors and investors.


See full job description

Job Description


The position of a BDA is to increase sales of Clinton Investment Management’s (CIM) products through direct contact with financial advisors, lead generation, external wholesaler support and leveraging broker dealer relationships. Position is responsible for placing outgoing calls to increase the territory’s sales goals. Calls will consist of prospecting and retention of producers. Inbound calls will deal with product recommendations, sales support and closing sales. This position is responsible for being a resource to others in their territory and is expected to effectively answer all questions and proactively assist others on the desk.


Key Responsibilities:


Activity and Results:


1. Meet and exceed sales and activity performance benchmarks: dials, conversations,


leads, new producers, retention sales.


2. Utilize each contact as an opportunity to gain a commitment from the advisor for


business.


3. Utilize each contact as an opportunity to build a relationship and understand how to


provide value to the advisor’s business.


4. Utilize database and other tracking methods to track advisor production levels on


current and proposed sales activity.


 


Territory Management:


1. Manage workload and external partner’s expectations to reach goals.


2. Establish profile information and qualify advisors' business focus.


3. Leverage External Wholesaling partnership and value by effectively communicating


and coordination.


 


Sales Effectiveness:


1. Ability to be a professional inside salesperson that advances the sales process.


2. Promote/sell CIM’s products and solutions by way of a consultative sales approach


which includes but is not limited to positioning: product features, value add systems,


continuing education programs, sales illustrations, sub-account features and


performance, and strength of brand.


3. Work with advisors through various roadblocks that occur when writing and


transacting business.


 


Sales Desk Resource and Interaction with Enterprise:


1. Act as a resource for CIM team by identifying trends that occur in both


inbound and outbound capacities.


2. Demonstrate leadership behaviors: positive, solution-oriented, accountable,


self-directed, exemplifies CIM’s Core Values.


3. Generate and communicate advisor activity and pertinent information to


Management.


4. Partner with External Sales Team and Operations to work together on service issues.


5. Communicate industry trends and competitor information to appropriate stakeholders.


6. Communicate field reaction to product rollout marketing strategy and existing product


marketing efforts.


 


Key Requirements/Skills/Experience:


FINRA Series 65 preferred


Company Description

Clinton Investment Management specializes in the professional management of municipal bond portfolios on behalf of High-Net-Worth, Ultra-high-Net-Worth, and Institutional investors. Our firm's goal is to be a top provider of municipal bond investment solutions to our clients by offering world class portfolio management, superior value-added thought leadership, and preeminent client service for our advisors and investors.


See full job description

Job Description

We will be moving to our new office very soon and I'm looking for an assistant.

Before we move to our new office, I want the assistant to help around with a couple of things. And once we moved to our office, you will be the manager there. You will be the head of the business, YOU MUST BE VERY RESPONSIBLE.

Responsibilities:
You must be able to learn and coach our new employees on how to close deals.
You must be able to keep up with the owner's business and organize the business properly when she is away from the business. ( She is a 21-year old Black African women)
Advise clients on investment strategies and other financial decisions.
Assess clients' assets, liabilities and overall financial conditions.
Prepare presentations that recommend various financial products.
Review and communicate portfolio performances to clients.
Hiring and supervise employees/
Network and build relationships with a new and existing client base.

​Qualifications:
Previous experience in banking, financing, or other related fields
Familiarity with investment products and services
Ability to build rapport with clients
Strong analytical and critical thinking skills
Excellent written and verbal communication skills
MUST BE ABLE TO CLOSE DEALS OVER THE PHONE OR IN OUR OFFICE.

Resume, background test will be required before you start.


See full job description

Job Description


 


Job Description:


Report directly to the head of asset management at a growing value-add multifamily investment firm located in the heart of Miami. You will be responsible for assisting in the creation of the business plan and executing defined objectives for multifamily properties the firm owns in Texas and the Southeast of the United States. The role will encompass portfolio optimization, property management oversight, construction bid process coordination, financial analysis, accounting and various reporting and communication associated with investment partners and property managers involved in each deal. 



Responsibilities:



  • Assist in the management of a rapidly expanding portfolio ($300m+, 10+ properties, 2,000+ units) of value-add multifamily assets in Texas and the Southeast

  • Transition to fully managing a segment of the portfolio alongside other asset managers managing other segments. Work closely with the head of asset management and the Chief Investment Officer in achieving optimal portfolio occupancy, value creation and operating efficiency.
    • Asset Management duties include:

      • Create and oversee short and long-term business plans for newly acquired assets

      • Deliver timely and accurate budgets and meet financial reporting needs for investors

      • Work with third party property management company to ensure renovation deadlines are managed and met

      • Conduct weekly or bi-weekly calls with third party management to track progress of property and determine strategy to optimize performance

      • Perform long-term analyses using Excel to project future cash flows and total return

      • Handle miscellaneous tasks that relate to the asset such as lender requests, third party reports, working with contractors and vendors to achieve optimal pricing




  • Collaborate with other departments such as accounting and PR

  • Meet weekly with the senior management to recommend and discuss all strategic decision making with assets under management


Qualifications:



  • Bachelor’s Degree or higher education from Tier 1 University with GPA of 3.7 or higher or Tier 2 University with GPA of 3.9 or higher

  • 1-3 years of experience with a commercial real estate firm


 


Candidate Should Demonstrate:



  • Proficiency in Microsoft Word, Excel, and Outlook required

  • Ability to multitask and handle multiple projects at once

  • Exceptional verbal and written communication skills

  • Strong interpersonal skills and ability to develop relationships with a variety of industry professionals

  • Extremely high levels of organization and task management


 


Compensation and Benefits:



  • Competitive annual salary

  • Complete healthcare and dental coverage

  • Participation in bonus program per acquisition



See full job description

Job Description


Work in an office setting to contribute to the overall efficiency of the office through bookkeeping and managing office productivity.

Maintains subsidiary accounts by verifying, allocating, and posting transactions.

Balances subsidiary accounts by reconciling entries.
Maintains general ledger by transferring subsidiary account summaries.

Balances general ledger by preparing a trial balance; reconciling entries.

Maintains historical records by filing documents.
Prepares financial reports by collecting, analyzing, and summarizing account information and trends.

Complies with federal, state, and local legal requirements by studying requirements; enforcing adherence to requirements; filing reports; advising management on needed actions.

Contributes to team effort by accomplishing related results as needed.

Manage sales transactions and compliance for the agents of the office.

Familiar with multiple accounting systems. BrokerWolf, Appfolio, and Quickbooks.


Oversee Property management department.



See full job description

Job Description


 


Now accepting resumes for Full Time Assistant Manager for web fulfillment and in-store sales at our Marco Island store. Must be friendly, internet savvy, and have a passion for fashion, organization, and sales!


Benefits Of The Island Work Style


We offer the following: merchandise discounts, medical, dental, vision, and Aflac insurance for full time employees, and PTO vacation benefits.


Responsibilities:


*Meet daily customer service and shipping deadlines


*Check in merchandise daily


*Verify quantities on purchase orders


*Receive merchandise into computer system


*Process and pull orders by deadline


*Double check and package web orders


*Package and ship orders for Fed Ex and USPS pickups


*Backstock daily returns and new merchandise


*Pull and check transfers between channels


*Print web orders


*Ticket merchandise


*Maintain stockrooms standards for organization and inventory accuracy


*Recycle boxes daily


*Assist customers In Store/On Phone As Needed


*Reply to daily customer service emails


*Put new merchandise Out On Display


*Check out customers at Point Of Sale


Requirements:


*2 years of retail sales experience with clothing, shoes, and accessories


*Associates Degree


*Ability to be on your feet and alert for up to 8 hours.


*Ability to do light lifting up to 20lbs as needed


*Background Check


*Attendance - must be reliable and on time for work


*Must be able to work at Marco Island location


Job Type: Full-time


Company Description

SC Investments Inc DBA Island Trends is a busy retail and e-commerce store on Marco Island! Island Trends is looking for organized and energetic employees with a passion for fashion and sales.


See full job description

Job Description


Position located in Downtown Ft Worth


Position offers 100k - 140k base salary plus 10 - 20% bonus


 


 


 


Job Requirements:


CPA or parts passed


7+ years of experience in a financial services company


MUST have private equity/investment industry experience


Straight public accounting with financial services clients will be considered


SEC is a plus


MUST have debt instruments knowledge


Fund Accounting experience a plus


Financial reporting experience


 


Job Description:


Responsible for Monthly, Quarterly closings and financial reporting packages for Funds


Oversee/Review work of small staff


Responsible for the annual budget/forecast projections


Daily Cash management and some treasury functions


Responsible for compliance reporting for the Company's Lenders


Preparation of Capital Calls and Distributions


Coordinate year end audit with External Auditors


Develop/Document policies and procedures for the Accounting/Finance Dep't



See full job description

Job Description

 Looking for an Investment Advisor with either Series 7 and/or Series 63 to join Legal, Tax and Investment Advisory Firm (utilizing Charles Schwab). Accounting/Tax and/or Brokerage Firm experience a plus.


See full job description

Job Description


 


Position Summary


Responsible for managing existing client relationships, either working with a more experienced advisor or on their own. The individual may be responsible for formulating and implementing advice, but may also rely on technical specialists to develop product, investment, or planning recommendations.


Position Responsibilities


Ø Assists the lead advisor as a “Client Relationship Manager,” which includes answering client questions about investment issues and updating the CRM with all issues related to client communications and/or investments.


Ø Develops clientele of their own.


Ø Follows up on leads to the firm.


Ø Follows the prescribed workflow process for planning or reporting activity in preparation for client meetings or reviews. Handles the Onboarding Checklist:


o Performs Discovery Meeting prep – Assists advisor in preparation of initial meeting with prospect


o Attends Discovery Meeting with advisor, take notes to be added to CRM


o Performs Solutions Meeting prep – Assists advisor in preparation of solutions meeting


with prospect, which may include the use of financial planning software such as eMoney


or MoneyGuidePro


o Puts together client paperwork package, financial planning overview and fee information with the help of admin


o Performs Implementation Meeting prep – Assists advisor in preparation of implementation meeting with prospective client


o Activates client in financial planning software


o Preps for 45-day review


o Logs all activity into CRM


o Handles the Client Review Checklist: Runs financial plan


o Runs household accounts report


o Runs asset allocation model review


o Creates financial plan review with planning software for accounts under our


management


o Runs performance report


o Adds all information to CRM


Ø Works with lead advisor on client event presentations


Required Skills & Experience


Ø Bachelor’s degree in business, administration, accounting, finance, or similar field of study


Ø Minimum of two years’ experience in the financial services industry


Ø Series 7, 6, 63, 65 and/or Life Insurance licensed Prefereed


Ø Strong interpersonal skills


Ø Strong time management and organizational skills


Ø Ability to prioritize and manage multiple projects


Ø Ability to recognize and provide solutions to problems


Ø Exhibit strong ethics and a desire to help clients and give them extraordinary service


Ø Must want to grow and develop your business, consistently adding to the firm’s assets under management and revenue


Ø Must pass criminal, credit background checks and drug test


Company Description

Innovative Investment Services are boutique full service financial planning firms specializing in retirement planning.


See full job description

Job Description


We are seeking a Financial and Investment Process Analyst to join our WT Wealth Management team! You will be responsible – in collaboration with our President, Chief Investment Officer, Business Director and Office Manager – to research, implement and manage technology, applications, tools and automated processes for all aspects of our wealth management practice, with a focus on more automated stock trading and account management.


Responsibilities



  • Help Chief Investment Officer, Investment Committees and Administrative Team identify and implement more efficient investment management, automated stock trading, account analysis, client management and general businesses practices.

  • Research supporting technologies, applications, tools and automated processes available through our 3 financial Custodians – Charles Schwab / TD Ameritrade / Folio Institutional – to enhance our business practices, streamline account trading and management, refine investment research and raise overall efficiency.

  • Research functionality, tools and automated processes available through our customer management software system – Advyzon.

  • Research third-party client service and investment research oriented technologies, applications, tools and automated processes available in the market place.

  • Oversee implementation of new technologies, applications, tools and automated processes.

  • Design work processes and standard operating procedures connected to company technologies, applications, tools and automated processes.

  • Train co-workers on features, functionality, work processes and standard operating procedures for company technologies, applications, tools and automated processes.

  • Troubleshoot and provide internal support for company technologies, applications and tools.

  • Validate data integrity (including development of automated processes) in all company technologies, applications and tools.

  • Help refine and improve all technology processes for this growing, evolving company.

  • Job description can change per company policy.

  • Other duties as assigned.


Qualifications



  • Bachelor’s degree (or equivalent experience) in finance, investing, business or related field

  • Series 7 or Series 65 license required (or ability to obtain the license within 3-6 months of start date)

  • Strong computer skills and ability to quickly learn new technologies, applications, tools and automated processes

  • Advanced abilities with MS Office suite (Excel in particular)

  • Ability to teach and train co-workers on new technologies, applications, tools and automated processes

  • Works well with others of all personality types

  • Deadline and detail-oriented

  • Self-motivated and self-directed

  • Strong project management, process and organizational skills

  • Strong analysis and critical thinking skills

  • Ability and resources to work effectively between an in-office and a remote environment


*Benefits outlined in interview.


Company Description

WT Wealth Management is a growing registered investment advisor (RIA) that provides customized professional wealth management services to individuals, families and small business owners in Arizona and across the USA. We believe that each client, large or small, is unique and should be serviced with specific attention to their circumstances, needs and objectives.


See full job description

Job Description

 Well established real estate and property management company in Los Angeles, near Hawthorne,  seeks a property manager.  Must have at least 5-10 years experience in all areas of property management.  Must be experienced in Appfolio property management software (Required). 

Company Description

We have 45 years' experience specializing in property management and real estate investment sales.


See full job description

Job Description


 


Capital Investment Group, Inc. is looking to hire a community manager for Aqua on the Levee, a class A community with all the bells and whistles. This is an opportunity for an enthusiastic and self-motivated individual to bring together their leasing, management and marketing skills. To be successful, you must demonstrate exceptional sales, customer service, problem solving, organizational and communications skills. The ideal candidate is a team player, takes initiative and is willing to work flexible hours as necessary to get the job done. A strong leasing background at a market rate community is required.


Our Community Managers are responsible for the following but not limited to: Supervise accounts payables/receivables; Supervises all marketing, leasing and administrative functions; hires trains and evaluates office/maintenance staff; supervises specific site program administration; Resident/management relations; Supervises day-to-day maintenance operations; Financial analysis and reporting. Responsibilities include managing the overall day-to-day operations of the sites, including the supervisions of office and maintenance functions in compliance with all company policies and procedures and all applicable Equal Opportunity, Fair Housing and Human Rights statues.


 


Requirements/Skills:


· A minimum of three years of property management experience


· Thorough knowledge of Microsoft Excel and Word


· Ability to meet deadlines and work independently with minimal supervision


· Extremely well organized, detail oriented, and efficient


· Committed, reliable and punctual


· Ability to adapt and work efficiently in a dynamic environment


· Ability to prioritize tasks in a fast-paced environment


· Excellent oral and written communication skills


· Candidate must be able to manage multiple tasks


This position requires exceptional customer service skills, positive and professional demeanor and dress, excellent communication and attention to detail.


Company Description

Capital Investment Group, Inc. is a privately held real estate organization established in 1984 to acquire, develop and redevelop residential and commercial properties. The company conducts its business in the Midwest and Mid-Atlantic regions of the United States and has offices in Cincinnati, Ohio and Chevy Chase, Maryland. CIG and affiliate entities own and manage over 1,200 multi-family housing units and approximately 40,000 square feet of neighborhood shopping centers. The company specializes in all types of residential activities including the acquisition and repositioning of rental properties, adaptive reuse of existing facilities, ground up apartment and condominium development, and neighborhood shopping center development and acquisition. Recently, CIG has focused on strategic development in growth submarkets and special opportunity infill sites. That strategy has led to the company’s newest development and construction project, a 45 million dollar high rise condominium development along the greater Cincinnati Riverfront, over 200 new upscale residential apartments, and a planned $70 million hotel and apartment development in Newport KY.


See full job description

Job Description

 Managing day to day activity of a convenience store /gas station with restaurant. 


See full job description

Job Description


Rare, Once in a lifetime opportunity to become a partner in the Ownership of Apartments




Established multi-family developer, owner, and operator seeks one or two individuals with experience in all facets of construction to work towards becoming a principal in the ownership of over 1,000 apartment units. 



You have worked very hard to obtain experience and have a track record of performance. It is now time to establish your future instead of securing someone else's. 



The ideal candidate will have self performed a majority of the trades with a high concentration in carpentry or plumbing. 



This opportunity is limited to select candidates who possess work ethic, integrity, and take pride in their work. We need individuals who will always show up on-time and think like an owner versus an employee. 



We offer Paid Time Off, Medical, Dental, Life, Paid Holidays and most importantly, the opportunity to create a retirement plan which includes owning the apartments that you will help repair, build, and maintain. 

Responsibilities




  • General carpentry

  • Window, door, and siding installation

  • Light electrical and plumbing (within permissible limitations)

  • Flooring installation

  • Asphalt and paving

  • Drywall repair and installation

  • Roofing repair

  • Commercial painting

  • Material and supply running

  • Other general construction responsibilities as needed


Qualifications




  • Must have your own tools (drill set, tape measure, and speed square)

  • Must have an insured, working vehicle and a valid driver's license. (Company Vehicles Available)

  • Must have a great work ethic, integrity and humble enough to learn and be a strong team player.


Company Description

We were founded as “Apartment Data Center” in 1969. Originally, our organization operated as a tenant referral service, matching apartment owners with renters. It also published “The Apartment Guide,” a free booklet for prospective renters. While Apartment Data Center earned revenue from landlords who acquired tenants through our service or advertised in The Apartment Guide, the biggest treasure of Apartment Data Center was the knowledge it mined about the needs, tendencies, behaviors and motivations of renters. Ultimately we became one of the premiere property management companies in the Portland Metropolitan area.


See full job description
Filters
Receive Investment Manager jobs in in your inbox.
Receive jobs in your inbox

I agree to Localwise’s Terms & Privacy