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  • Executive Assistant

    RKL 3.6company rating

    Lancaster, PA Job

    Why Choose RKL? RKL offers a comprehensive benefits package as well as an ability to work with your day-to-day life. This includes: Full medical, dental, and vision coverage Commitment to work life balance Investment and complete buy-in to your career progress, through trainings, mentorships, and advancement Paid time off, sick time and floating holidays 401(k) match Who We Are and What We Do We are RKL, a leading advisory firm that helps organizations and their leaders take on everyday challenges and opportunities while preparing them for whatever comes next in their business. RKL aspires to be a collaborative organization working for the collective success and benefit of one another, our clients, and our communities. About the Position The Executive Assistant is a key contributor to the firm's success and a resource to Partners of the firm who may need additional administrative and client support. In providing executive support they are tasked to work independently on various client projects and ensure action items are followed up on. Responsibilities Assist in facilitating client contact for Partners as needed (e.g. conference call scheduling, action item follow up, providing updates to client regarding engagement status etc) Coordinate and schedule all supporting Partner meetings (internal and external) Communicate changes in estimated payments and billing to all parties involved (internal and external) Represent Partner by welcoming visitors, reviewing correspondence, responding to questions and meeting requests and other firm functions Reconcile, code and organize credit card expenses Draft and/or edit materials including presentations, schedules, reports, letters, scripts, and various correspondence and content Provide general administrative office support as needed, including answering and routing incoming calls, processing daily outgoing mail, assisting with marketing mailings, filing, welcoming visitors and providing strong customer service/hospitality Respond to telephone inquiries, take and relay messages, interface consistently with clients and staff in various offices, while exercising significant discretion, confidentiality and judgement Prepare memos, correspondence, reports, meeting minutes, presentations and other materials Coordinate executive outreach and external relations efforts, while overseeing special projects Work independently on projects assigned by Partners, from conception to completion, coordinating with other departments as needed Manage phone calls and email, including prompt responses to executive team's queries Coordinate travel arrangements for Partners by developing schedules and agendas, booking travel, arranging ground transportation, securing lodging and meeting space Coordinate firm client events and sponsoring opportunities Provide reception support when needed, including mailings, phone coverage, meeting room organization/set up Other duties as assigned Education, Experience and Certifications Associate's degree or commensurate experience 5+ years' experience in an administrative function supporting executive levels Experience with event management, coordination of regular group meetings and daily calendar management Ability to format information as requested in Word, Excel, PowerPoint and leverage internal systems Excellent relationship management and customer service skills Tech-savvy with ability to resolve problems/find solutions by contacting subject matter experts Prior financial or professional services industry knowledge preferred Proficient in Microsoft Office suite (Excel, Outlook, Word) Excellent attention to detail with the ability to manage multiple projects and adapt to different personalities If you are passionate about the work, you do and want to join an amazing team that will invest in your future, we want you here! For more information regarding our open position and the services we provide, visit our website at ******************************* RKL is an equal opportunity employer and considers all qualified applicants equally without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, or disability status.
    $58k-92k yearly est. 3d ago
  • Client Relationship Manager

    Ameriprise Financial Services, LLC 4.5company rating

    Columbia, MD Job

    We are a financial planning and wealth management practice in Columbia, MD, looking for a financial services professional to operate as a second chair to financial advisors to support their case load and client relationships. At the heart of our firm are five core values of Family, Integrity, Health, Helping Others, and Creativity. We are committed to building a diverse and inclusive team that reflects the broad range of clients and situations that we serve, and feel that embracing different backgrounds, experiences, and perspectives makes us stronger together. This is a full-time role that can be done fully virtually, with some travel to our office in Maryland twice a year for team events. Role Description The primary responsibilities related to the role are as follows: Builds and maintains client relationships, ensuring client satisfaction for a referable experience Assists financial advisor with client meeting prep and follow-up Documents notes during all of the advisor's client meetings Inputs tasks to the appropriate department following client meetings to ensure follow-through on client expectations Assists advisor with creating recommendations for comprehensive financial planning clients Completes money movement requests as needed following client meetings Supports financial advisor with client ad-hoc requests and ensures that advisor is following through with their workload and tasks Qualifications Ability to build and maintain client relationships Excellent communication and interpersonal skills Strong organizational and time management abilities Exceptional attention to detail Experience with Salesforce is a plus 2+ years of experience in the financial planning or wealth management industry preferred Series 7, Series 66, and State Life/Accident/Health Insurance encouraged, but not required Salary & Benefits Starting salary range is based on experience, location, and licenses. Fully licensed candidates starting range is between $63,000 and $73,000 Unlicensed candidates with 2+ years in the industry starting range is between $55,000 and $63,000 Candidates with a strong administrative background but without the preferred financial services background starting range is between $52,000 and $55,000 Compensation will grow beyond the starting range as you progress in the role and demonstrate value Additional performance-based incentives and career advancement opportunities are available Company-sponsored health insurance Company-sponsored life and disability insurance 401(k) plan with employer matching PTO and holiday pay Financial assistance for professional growth opportunities Annual bonuses for achieving individual goals, as well as a bonus for the advisor(s) you partner with achieving their bonus metrics Company-sponsored team trip for achieving annual team goals
    $63k-73k yearly 9d ago
  • Associate Advisor

    Greycourt & Co., Inc. 3.8company rating

    Pittsburgh, PA Job

    THE OPPORTUNITY Greycourt is a leading investment advisory firm, primarily serving ultra-high net worth, multi-generational families and family offices. Recent growth has provided the opportunity to recruit a talented candidate to join the Associate Advisor (AA) group which is an integral part of the broader Advisory Team. This individual will be tasked with managing all aspects of client relationships, including performance analysis and commentary, portfolio design and investment recommendations, and execution of key deliverables. ABOUT GREYCOURT Greycourt is one of the very few independent investment advisory firms that operates under an open architect model. In fact, we were one of the first open architecture advisors when the business launched over 35 years ago. What open architecture means is that our investment process and advice to clients is unencumbered by conflicts of interest. Our guiding principle is to always act in the best interest of our clients. Full stop. We provide value to clients through our investment advice, developing customized investment solutions to fit their unique needs. Greycourt promotes an intellectually rigorous and collaborative culture where all team members contribute to the firm's intellectual capital and ultimately, its success. We are focused on developing and rewarding talented individuals that will best serve the needs of our clients now and for many generations to come. We take a team approach to investment strategy and client management. Greycourt is an equal opportunity employer. JOB DESCRIPTION As an Associate Advisor, you will be positioned to work directly with some of the wealthiest families in the US and Canada and collaborate with best-in-class investment managers. We are looking for a candidate that is passionate about delivering exceptional client service and building their investment expertise. The ideal candidate will be adept at project management, highly motivated to serve and interact with clients, and possess a solid foundation of investment knowledge. The Associate Advisor will support all aspects of managing our client relationships including but not limited to preparing presentation materials, running asset allocation analyses, reviewing quarterly reports for completeness and accuracy. The Associate Advisor acts as a “quarterback” of each client relationship, interacting with all Greycourt teams to facilitate successful client engagements. KNOWLEDGE & SKILL REQUIREMENTS Ability to manage and prioritize multiple tasks in a dynamic and time-sensitive environment; project management experience is a plus. Ability to effectively communicate with clients and Advisors, including portfolio performance drivers and capital market developments. Knowledge of investment strategies and portfolio theory and design. Proficiency in Excel and PowerPoint with a willingness to further proficiency via combination of self-learning. Bachelor's degree in STEM, Business, Finance, Economics, Accounting, or similar degree is preferred. Progress towards, or willingness to obtain the CFA designation. Minimum 5-years related experience. RESPONSIBILITIES / DUTIES Develop knowledge of client's entire financial and family situation, including incorporating complex estate planning and trust factors in all aspects of portfolio management. Produce high quality presentations for use with clients, prospects, and internally to review portfolio results, strategy, and various ad hoc investment topics. Participation in client portfolio reviews and ad hoc meetings. Recommend portfolio changes based on current Greycourt thinking and demonstrate the effects of those changes of buy / sell recommendations, including related tax consequences. Portfolio design - using asset allocation and private markets waterfall models to recommend the appropriate long-term asset allocation policy for each client portfolio. Research and respond to client investment inquiries related to portfolio characteristics, performance, capital market developments, and investment managers. Ultimately manage 8-12 client relationships. Coordinate with other Greycourt teams (Performance, Administrative, Client Service, Manager Research, and Advisory) to ensure successful client engagements. Willing to work outside of normal work days/hours as needed. Periodic travel may be required.
    $47k-96k yearly est. 11d ago
  • Business Development Specialist

    Guaranteed Rate Affinity 3.8company rating

    Camp Hill, PA Job

    Compensation: $20.00-$25.00 per hour (20-25 hours per week) Must live near - Camp Hill, PA. About the job: The ideal candidate is a motivated, organized, and creative individual who welcomes the challenges of acquiring and developing new business through sales efforts. A successful candidate will have an amazing energy, a passion for sales and a keen focus on delivering exceptional customer experiences. In this role, it is key that this candidate is an entrepreneurial builder and a self-starter who is comfortable articulating new value propositions and ideas. The primary function of the Business Development Coordinator is to support and manage client engagement activities including some aspects of partner development. Maintain positive, professional, helpful, friendly relationships with all real estate agents. Enter complete and accurate data into Encompass & Print Encompass docs including CCW's etc. for borrowers to sign. Assist Team with providing Commitment and Pre-approval Letters. Create and email new listings and open house flyers to agents daily. Score files through AUS. Enter and maintain client contacts. Work with Marketing department on lead generation marketing materials and flyers as requested. Provide general administrative support to team. Provide Marketing reports as needed. Promptly return calls from borrowers and real estate agents. Keep team organized; in general, daily. Order appraisal and title work on all files; promptly prepare files for processing team. Assist other members on his team whenever possible, with anything. Maintain office monthly newsletters & distribute to office. Maintain calendars. A strong commitment to customer service to sales associates and borrowers-is a must!! Keep current on all licensing requirements and continuing education classes throughout year to maintain LO license. Interview borrowers over the phone, take loan applications and schedule borrowers to meet. Support Loan Officers with new and past clients to lock loans and increase monthly production. Ability to understand loan pricing and general mortgage guidelines to quote rates, interact with clients, and prepare necessary documentation. Qualifications: 1+ years of Mortgage and or Real Estate Experience. Exceptional communication skills - both written and verbal. Knowledge of Microsoft Outlook, Work, and Excel (required). Familiarity and comfort with social media. Positive outlook and proactive attitude working around a relatively complex and regulated underwriting process. Guaranteed Rate Affinity is an Equal Opportunity Employer that welcomes and encourages all applicants to apply regardless of age, race, sex, religion, color, national origin, disability, veteran status, sexual orientation, gender identity and/or expression, marital or parental status, ancestry, citizenship status, pregnancy or other reason protected by law. The company offers a comprehensive benefits program to eligible employees, including eligibility to participate in a company-sponsored 401(k); vacation benefits; eligibility for medical, dental, vision, and prescription drug benefits; flexible benefits (e.g., healthcare and/or dependent day care flexible spending accounts); life insurance and death benefits; critical care insurance; personal accidental insurance; commuter benefits; pet insurance; certain time off and leave of absence benefits; well-being benefits (e.g., employee assistance program); and other supplemental benefits (e.g. legal planning assistance; identity theft protection; pet insurance; wellness resources). Applications are being accepted on an ongoing basis. Please click this link to learn more about our benefit offerings for Washington State: *******************************************************
    $20-25 hourly 22d ago
  • Senior Automation Engineer

    Honeywell 4.5company rating

    Pottsville, PA Job

    THE BUSINESS This position is intended to convey to the new, independent company, to be named Solstice Advanced Materials when the separation occurs. This is expected to occur in late 2025 or early 2026. At Advanced Materials, we are committed to offering the highest value-add specialty solutions in the advanced materials sector. Our goal is to solve our customers' most complex challenges through a robust and innovative product portfolio and by doing so, deliver exceptional value to our stakeholders. We have identified actionable strategies to grow by expanding into new products and markets and through strategic acquisitions, while keeping our top operating margins. Joining our team means becoming part of an organization which leverages its long-standing reputation to capture growth trends by investing in innovation and manufacturing enhancements and maintaining deep customer relationships. We foster a collaborative and inclusive work environment that values contributions and supports professional development. With a focus on innovation and sustainability, the team is dedicated to delivering value and making a meaningful impact in advancing our customers' success. Let's make that impact together. THE POSITION This Senior Electrical & Automation Engineering role will be part of our (project) engineering team and be responsible for driving the critical automation projects in our Advanced Materials films manufacturing business. This leader will drive manufacturing process improvements, controls optimization, and technology upgrades to advance key automation and digitization projects. The Senior Automation Engineer will work with operations and maintenance teams; and other stakeholders to define best automation practices, set standards, and ensure successful project execution aligned to our strategic transformation priorities. Travel 0% - 10% of the time. KEY RESPONSIBILITIES Serve as a site automation leader to benchmark and evaluate available technologies for deployment in hybrid discrete and continuous chemical processes (pharma films manufacturing) Engage with vendors and technology suppliers to evaluate and select technology applicable to industrial manufacturing processes Support existing and design and implement innovative solutions for industrial operations that may include: Industrial networking - Ethernet, IP, switches, wiring methods Data Historians / OE Dashboards (NWA) Industrial PC's - hardware, operating systems, peripherals. HMI's - Intouch, FactoryTalk View PLC's - Rockwell Logix family, GE Series 90 and GE RXi Motor Control - full voltage, VFDs (Power Flex, Parker) Machine Vision - continuous web inspection / defect inspection Nuclear Gauging and Control Safety Systems - Safety PLCs, Relays, Scanners, Light Curtains, Mats Instrumentation - Pressure, Flow, Temperature, Level, Weight, Speed Electrical Power - distribution, protective devices, power supplies, 480v,120v,24v Define test methodology and test coverage to assure manufacturing reliability Identify and validate risks and work with team to mitigate them. Assures processes are optimized (waste eliminated) prior to automating Leads Automation viability analysis review meetings, and confirm project is viable financially and technically Develop business case, application, and theory of operations and prepare justification for senior management Assure Automation process adherence by participating in Automation Projects phase gate meetings Mentor, coach, and share knowledge with less experienced engineers, technicians and maintenance electricians YOU MUST HAVE Bachelor's Degree in Engineering, Computer Science, or related technical field, or Associates with at least 3yrs experience 5+ years with implementing Automated solutions WE VALUE Advanced degree in Engineering or other related technical field Proven leadership managing complex engineering projects Proven ability to effectively communicate highly technical concepts to non-technical people Willingness to learn new technologies Implementation of Automated solutions/systems experience Eagerness to get involved in hands on work on the production floor Experience with hardware and software design and development on Automation projects Proficient project management skills Experience working with customer to develop project goals and basis for design Experience preparing specifications and standards. Experience with equipment selection and procurement. Experience creating bid packages and evaluating proposals, contract awarding. Experience preparing detailed installation plans (drawings, schedules, BOMs, work lists) Experience managing sitework during installation and commissioning project phases. Experience applying Cause Identification/FMEA Six Sigma / DFSS understanding with Greenbelt certification a plus Lean Manufacturing skills
    $90k-116k yearly est. 11d ago
  • Product Support-Inside Sales

    Mellott 3.8company rating

    Pennsylvania Job

    Product Support - Inside Sales Full Time Warfordsburg, PA, US Job Scope: Speak to clients on the phone highlighting salable features, quote prices, and credit terms. Prepare sale orders for customers that placed them. Estimate deliver date to customer and maintain the relationship with the customer after the sale. Enter customer data into database. Essential Duties: · Handle incoming calls for replacement parts for aggregate related equipment · Compile lists of prospective customers for use as sales leads · Make outbound calls to potential and existing customers by telephone and email to qualify leads and sell products and services · Emphasize salable features, quote prices and credit terms, and prepare sales orders for orders obtained · Track stock levels · Estimate date of delivery to customer · Build and maintain customer relationships · Enter new customer data and other sales data for current customers into computer database · Works with outside sales representatives to keep account activities and literature up to date · Inform Parts Sales Manager of any large dollar quote prior to any special pricing concessions or adjustments for competitive analysis · Investigates and resolves customer problems with deliveries Secondary Duties: · Maintain a safe and clean work area · Perform other duties as assigned Knowledge, Skills, and Abilities: · Excellent interpersonal and communication skills · Thorough knowledge of Microsoft Office and other computer applications · Good organizational skills Education Requirements: High school diploma, GED, or equal years of experience Experience Requirements: One year of customer service, sales, or warehouse experience preferred Physical Requirements: Individual must be prepared for: Reaching - 10% of shift Bending - 5% of shift Pushing - 0% of shift Pulling - 5% of shift Climbing - 0% of shift Sitting - 85% of shift Overhead work - 0% of shift Standing - 15% of shift Walking - 15% of shift Lifting up to 50 pounds - 5% of shift Employee must perform essential functions of the job with or without reasonable accommodation. The company will provide reasonable accommodation to a qualified individual with a disability, as defined by the ADA, who has made the company aware of his or her disability, provided that such accommodation does not constitute an undue hardship on the company. Other Requirements: · Pass a pre-employment drug screen and pre-employment physical Work Environment: Work takes place in a climate controlled office. The volume in the office is typically quiet. Career Ladder: This position could lead to advancement to a managerial position. Safety: Promote a Healthy and Safe Culture Empower employees to make the workplace safe Establish employee ownership for safe behavior and awareness Plan safety into all tasks Learn from unsafe experiences to prevent future accidents Performance Standards: The criteria for evaluation in this position include, but are not limited to, the following: 1. Successful development and timely completion of individual and divisional annual objectives 2. Accomplishment of professional development goals as established in the employee performance evaluation 3. Demonstrated strong interpersonal skills in building and maintaining levels of trust and respect 4. Satisfactory annual evaluation by supervisor Note: Mellott Company reserves the right to change or reassign job duties, or combine positions at any time with or without notice to the employee.
    $50k-66k yearly est. 3d ago
  • Loan Originator

    Washington Financial 3.9company rating

    Franklin Park, PA Job

    RESIDENTIAL LOAN ORIGINATOR (COMMISSIONED) - Wexford Area - This job requires a thorough knowledge of current lending regulations and the features/benefits of all bank loan products and services; knowledge of bank operating policies/procedures impacting loan services and sales skills. B.S. or B.A. degree in a related field or equivalent lending knowledge and a minimum of two years' related experience required. Valid driver's license required. Washington Financial offers a very competitive compensation and benefits package which includes paid time off and holidays; affordable group benefits (medical, dental, vision); a 401(k) plan; and employee discounts on products and services. Apply online at **************** and attach a resume to the application, or by mail to 190 N. Main Street, 4 th Floor, Washington. Equal Opportunity Employer
    $36k-47k yearly est. 12d ago
  • Treasury Manager

    Planet Home Lending, LLC 4.3company rating

    Columbia, MD Job

    The Treasury Manager is responsible for the daily management and oversight of the company's liquidity, debt reporting, and compliance with corporate debt facilities. Additionally, the role is responsible for monthly reporting related to such debt facilities and determining financing strategy with management. Essential Duties and Responsibilities Manages and guides the activities of the Treasury Department, which includes liquidity management, daily cash movements, corporate borrowings and paydowns, and forecasting liquidity. Responsible for ensuring the accuracy and approval of bank transactions. Oversee the maintenance of the Kyriba Treasury Workstation, while seeking opportunities for further automation of banking processes and efficiencies of existing internal operations. Review the monthly debt covenant compliance and debt reporting obligations. Ensures compliance with internal controls regarding cash movement and corporate borrowings. Monitor and oversee existing bank account services, identifying cost saving opportunities from partner Financial Institutions. Recommend banking products and services, as appropriate. Administers staff education including cross-training, company updates, and process improvements. Assists CFO, Treasurer, and Treasury Director with special projects and performs other duties as assigned. Position Requirements Education Bachelor's degree in Accounting or Finance required Experience Minimum of five (5) years of experience in treasury or finance activities, including at least two (2) years supervisory experience required. Mortgage industry experience strongly preferred. Kyriba Treasury Workstation experience preferred. Functional/Technical Skills Thorough knowledge and experience with management of debt facilities, including compliance with legal obligations of corporate debt financing Thorough knowledge and experience with cash management Proven Supervisory Experience Experience with Microsoft Office-all applications Strong leadership skills Analytical and problem-solving abilities Ability to work and interact with third party lending partners Solid written and verbal communication skills Benefits Our benefits package includes 3 comprehensive Cigna or Kaiser medical plans, dental, and vision insurance. We provide short term and long-term disability insurance, basic life insurance, 401(k), and 10 employer paid holidays. In addition, we offer supplemental benefits to include life insurance, critical illness and accident plans. Environmental/Physical Demands Work is typically performed in a standard office 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 job. While performing the duties of this job, the employee is regularly required to sustain predictable work attendance, communicate with others, frequently required to stand, walk, sit, and use arms, hands and fingers to reach, handle or touch. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, and ability to adjust focus. Pursuant to the Americans with Disabilities Act, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This job description is not designed to cover or contain a comprehensive listing of all activities, duties or responsibilities that are required of an employee. The Company reserves the right to amend or modify this document at any time and without notice.
    $97k-128k yearly est. 6d ago
  • Part- Time Customer Service Teller

    Currency Exchange International 4.6company rating

    Maryland Job

    Currency Exchange International (CXI) is a Money Service Business based in Orlando, Florida. Currency Exchange International, Corp. is a publicly traded company on the Toronto Stock Exchange (CXI) and OTC (CURN). CXI provides a wide range of foreign exchange services to customers in both the United States and in Canada. CXI's primary business channels to service customers are through its company-owned branch locations and foreign exchange partnerships with financial institutions and corporations. CXI has been providing global payment solutions for clients that span wide-ranging industries. As one of North America's leading foreign exchange wholesalers, CXI can provide personalized and efficient service, competitive rates, as well as a number of settlement options. Visit our website to explore Life at CXI: *************************************** Our Value Statement: We help our clients identify and create foreign exchange solutions, delivering a best practices approach through unparalleled customer service and integrated technology to create significant financial and operational efficiencies. Our Values: Customer First - We earn the right to be our clients' first choice. Integrity - We hold ourselves to the highest standard to build trust. Collaborative - We always win as a team. Innovative - We find new methods to deliver change and advance technology to the industry. Passionate - We are driven to be the best in class. Currency Exchange International is looking for a Part-Time Teller to join their team at the Arundel Mills Mall branch location in Hanover, MD. Tellers are the face of our company and represent us in the community. It is important while working in our stores that you keep a positive and professional attitude at all times and that our customers receive the highest quality of assistance while visiting. Ideal Applicant: We are looking for highly motivated individuals who are committed to the success of the team. Individuals who can deliver a consistently high level of customer-satisfying products and services. People who want to join a progressive company that develops its people through challenges and promotions. Qualifications and Skills: Ability to multi-task Basic computer knowledge Ability to follow procedures Problem solving capabilities Strong customer service skills Detail-oriented and organized Strong listening and verbal communication skills Ability to work with money transactions with high degree of accuracy Previous cash handling experience Our Competencies: Action Oriented: Invests time in upfront planning to achieve organizational goals and objectives while meeting quality standards, following the appropriate processes, and demonstrating continuous commitment. Effective Communication: Effectively and appropriately interacts with others to build relationships, influence others, and facilitate the sharing of ideas and information. Uses tact and diplomacy to navigate difficult situations. Relays key messages by creating a compelling story, targeted to specific audiences. Nimble Learning: Continuously seeks opportunities to learn, questions the applicability of past approaches in the current environment, owns growth, and embraces failure as a learning opportunity. Optimizing Work Processes: Employee knows the most effective and efficient processes to get things done, with a focus on continuous improvement. Situational Adaptability: Thrives and grows in a rapidly changing and complex environment. Displays flexibility, activates networks, and adopts a continuous growth mindset to learn from mistakes and bounce back from adversity. Functional/Technical Skills: Has the functional and technical knowledge and skills to do the job at a high level of accomplishment. Schedule: Approximately 20-25 hours per week Availability needed: Weekday nights and Weekends Benefits: Commute Reimbursement 401K Plan Holiday Pay Sick Time Currency Exchange International is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, religion, color, sex (including pregnancy and gender identity), sexual orientation, parental status, national origin, age, disability, family medical history or genetic information, political affiliation, military service, any other non-merit based factor or any other characteristic protected by applicable federal, state or local laws. Our leadership team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment. If you'd like more information about your EEO rights as an applicant under the law, please visit *****************************************
    $35k-40k yearly est. 25d ago
  • Sales And Marketing Specialist

    Yellowstone Life Insurance Agency 3.9company rating

    Erie, PA Job

    Position Overview: Are you ready to ignite your career in sales with passion and professionalism? We are on the hunt for a dynamic and motivated Outside Sales Representative to join our vibrant team and propel the growth of our life insurance products. As a key player in our sales force, you will forge strong client relationships, uncover customer needs, and offer tailored life insurance solutions. This thrilling role lets you work independently, meet potential clients in various settings, and hit your sales targets in a rewarding and supportive environment. Key Responsibilities: Prospecting and Lead Generation: Leverage our unique platform that targets qualified candidates seeking our diverse life insurance products, allowing you to focus more on client interactions and less on lead hunting. Client Consultation: Perform comprehensive needs assessments to understand clients' financial goals and insurance needs, presenting and explaining life insurance options to help clients make informed decisions. Sales Presentation: Deliver captivating sales presentations to individuals and groups, showcasing the benefits and features of our life insurance products. Tailor presentations to address specific client concerns and preferences. Relationship Management: Cultivate and maintain long-term relationships with clients, offering continuous support and service. Conduct regular follow-ups to ensure customer satisfaction and policy retention. Market Research: Stay abreast of industry trends, competitive products, and market conditions. Utilize this knowledge to position our life insurance products effectively and provide clients with pertinent information. Sales Reporting: Keep precise and up-to-date records of sales activities, client interactions, and progress toward sales targets. Prepare regular reports for management review. Compliance: Ensure all sales activities adhere to regulatory requirements and company policies, maintaining confidentiality of client information and upholding ethical standards. Qualifications: Proven experience in sales, preferably within the insurance or financial services industry. Exceptional communication and interpersonal skills, with the ability to build rapport and trust with clients. Outstanding presentation and negotiation skills. Self-motivated with a results-driven mindset and the ability to work independently. Willingness to travel within the assigned territory and manage a flexible schedule. Valid driver's license and reliable transportation. High school diploma or equivalent; a bachelor's degree in business, finance, or a related field is a plus. Life insurance license or the ability to obtain one (we will assist you in acquiring your license if you are not currently licensed). Benefits: Competitive compensation with the most attractive commission and bonus structure in the industry. Comprehensive training and continuous professional development. A supportive team environment with access to seasoned mentors. Opportunities for career advancement within the company. Compensation: Range is based on the average rep in current markets Bonuses, are performance based and paid every month on the 15th Residuals are paid on the anniversary date of the clients sale.
    $45k-52k yearly est. 9d ago
  • Financial Representative

    Northwestern Mutual 4.5company rating

    Madison, PA Job

    Job title: Financial Advisor/Financial Representative Becoming a Financial Advisor Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral networks, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision & goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship About Northwestern Mutual For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with a personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored, integrated approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual: · Top 5 US Independent Broker-Dealers 4 · Unsurpassed financial strength with total company assets of $366 billion 5 · Recognized for 6 Financial Soundness, Quality of Products/Services, Social Responsibility, and Quality of Management · Fortune 500 company (June 2024) · Forbes' Best Employers for Diversity (2023) · Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2023) · 2024 Training APEX Award winner Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. 4 Ranking for Northwestern Mutual Investment Services, LLC (NMIS) based on total 2023 AUM, which includes figures that combine NMIS brokerage account activity and AUM with account activity and AUM of investment advisory account of NMIS's affiliate Northwestern Mutual Wealth Management Company (NMWMC), which are held through NMIS. Source: InvestmentNews , April 2024. 5 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 08/24 (Aaa, Moody's Investors Service), 08/23 (A++, A.M. Best Company), 07/24 (AAA, Fitch Ratings), 04/24 (AA+, S&P Global Ratings). Ratings are subject to change. Total company assets as of June 30, 2024. 6 To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com
    $45k-73k yearly est. 9d ago
  • Administrative Assistant

    Israel Bonds 3.5company rating

    Rockville, MD Job

    Development Corporation for Israel/Israel Bonds is currently seeking a Administrative Assistant for its Rockville, MD office. Duties will include the handling of all administrative tasks including, but not limited to: Duties will include: Working in partnership with, and in support of, the executive director and registered sales representatives Safeguard confidentiality in all business matters Manage information and tasks in the company's database including producing customer and sales reports Facilitate billing as needed Assist with events including coordinating/maintaining invitation lists and attending events if needed Assist with additional projects and other duties as required by management Benefits: Medical, dental and vision insurance, subject to employee contribution and initial waiting period. Generous paid time off plus most Federal and Jewish holidays 401k with up to a 3% match and a 4% non-elective contribution after waiting period Access to a Flexible Spending Account for health and dependent care expenses Employer-paid short- and long-term disability insurance and life insurance Medical, dental and vision insurance, subject to employee contribution and initial waiting period. Generous paid time off plus most Federal and Jewish holidays 401k with up to a 3% match and a 4% non-elective contribution after waiting period Access to a Flexible Spending Account for health and dependent care expenses Employer-paid short- and long-term disability insurance and life insurance Qualifications include: Minimum of 3 to 4 years administrative experience, ideally in a sales environment. High proficiency in Microsoft Office (Word, Excel, and Outlook). Experience working with customer and customer relationship management databases. Ability to communicate effectively, both written and verbally, with clients using the highest level of customer service. Excellent time management, strong organizational skills, detail-oriented, and ability to prioritize multiple tasks and anticipate potential problems Strong verbal and written communication skills Development Corporation for Israel/Israel Bonds is an equal opportunity employer. All qualified applicants will receive consideration without regard to race, national origin, age, sex, religion, disability, sexual orientation, marital status, veteran status, gender identity or expression, or any other basis protected by local, state, or federal law.
    $31k-44k yearly est. 3d ago
  • Project Manager (S-NET)

    Source One Technical Solutions 4.3company rating

    Annapolis, MD Job

    Source One is a consulting services company and we're currently looking for the following individual to work with our direct client, a government agency in Annapolis, Maryland. This position is a full time permanent role. No C2C or Sponsorship We're seeking a Project Manager (S-NET) for a position in Annapolis Junction, MD. The ideal candidate must hold an active TS/SCI clearance and have 8 to 10 years of experience with BS/BA or, 6 to 8 years with MS/MA, or 3 to 5 years with PhD. Project management experience should be IT-related, and a PMP and/or ITIL v4 Foundations certification is highly desired. Position Description: The Project Manager will ensure timely and efficient project delivery while identifying opportunities for optimization and cost efficiency. Position Job Duties: Responsible for the coordination and supervision of a specific technical project or function Coordinate with design engineers to ensure service design activities (e.g., hardware and software integration) are fully implemented in the project lifecycle Ensures all activities are carried out by project commitments or specific objectives Manage project risks, including those associated with large-scale IT changes, and ensure smooth integration of new services and infrastructure into the environment Responsible for day-to-day management, coordination, and administration of tasks by ensuring quality and productivity standards are maintained while meeting client schedules Identify opportunities for optimizing IT resources, improving system performance, and reducing costs by efficiently utilizing existing assets Works with program manager and/or client to prepare work schedules and person-hour estimates Provides written management or program plans, maintenance and operations instructions, task status analysis, cost reports, and other related documents Ensures all administrative tools are effectively used to control and accomplish project tasks and may provide operations security protection for all sensitive/critical information Assists with writing manuals and other documentation Responsible for status and task management reports for areas of responsibility Position Qualifications: TS/SCI level clearance is required 8 to 10 years of experience with BS/BA or, 6 to 8 years with MS/MA, or 3 to 5 years with PhD Project management experience should be IT-related Certification Requirement: PMP and/or ITIL v4 Foundations certifications are highly desired Technical and narrative writing experience is highly desired Supervisory or management experience Agile/Scrum experience is a plus Languages: must be fluent in English Native or bilingual proficiency
    $81k-130k yearly est. 25d ago
  • Financial Advisor

    Northwestern Mutual 4.5company rating

    Huntingtown, MD Job

    ABOUT THE ROLE As business owners, Financial Representatives at Northwestern Mutual Hunt Valley & York help their clients live more and worry less through our personalized approach to financial planning. They spend their days acquiring clientele and delivering financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off. Our award-winning training equips even inexperienced financial professionals with the education, skill-building, and development strategies needed to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help you gain financial expertise, including but not limited to: Planning Experience - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis As a Financial Representative, you have the opportunity to: Build-Work to build a client base by growing relationships with your network and develop knowledge of Northwestern Mutual financial products and market trends. Educate-Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use proprietary technology, reporting tools, and illustrations to educate clients on potential plans. Influence- Present clients with the opportunity to protect and prosper, then drive clients to action through expert perspective, influence, and recommendations. Own-Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimal advice for your clients' needs. Here at Northwestern Mutual, we believe there's more than one way to build, grow, and transition your practice. As an entrepreneur with opportunities to become a specialist, lean into leadership, or join a team, you'll find the growth that fits your vision and your business. Compensation & Benefits Performance-based earnings and revenue ( average annual earnings of $70K-$250K; based on 2015-2022 company average for representatives in the first 3 years ) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, SIE, Series 6, Series 63, CFP , and more NM-Funded Retirement Package and Pension Plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning You could be right for this opportunity if you have: 4-year degree; or equivalent professional work experience Entrepreneurial ambitions History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking and communication competencies Legal authorization to work in the US without sponsorship About Us: For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual: Fortune 500 company (2023) Forbes' Best Employers for Diversity (2018-2021) Top 10 US Independent Broker-Dealers2 #1 Amongst Life Insurers Most Admired Companies3 for Financial Soundness, Quality of Products/Services, and Use of Corporate Assets Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) $257 billion retail investment client assets held or managed by Northwestern Mutual 4 Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. 1 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. 2 Ranking for Northwestern Mutual Investment Services, LLC based on total 2022 AUM. Sources: Financial Advisor magazine, April 2023. 3 To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com 4 Combined client assets of NMIS and NMWMC as of June 30, 2023
    $59k-103k yearly est. 13d ago
  • Loan Sales Specialist

    Onemain Financial 3.9company rating

    Lancaster, PA Job

    At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career. In the Role Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options Requirements: High School Diploma or GED Preferred: Sales, Collections or Customer Service experience Bilingual - Spanish Location: On site The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday. Who we Are A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include: Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances Up to 4% matching 401(k) Employee Stock Purchase Plan (10% share discount) Tuition reimbursement Paid time off (15 days vacation per year, plus 2 personal days, prorated based on start date) Paid sick leave as determined by state or local ordinance, prorated based on start date Paid holidays (7 days per year, based on start date) Paid volunteer time (3 days per year, prorated based on start date) OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future. In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online. At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There's never been a better time to shine with OneMain. Key Word Tags Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
    $38k-72k yearly est. 1d ago
  • Compliance Analyst

    The Haverford Trust Company 3.5company rating

    Radnor, PA Job

    The Compliance Team at The Haverford Trust Company is responsible for the development, implementation, and maintenance of the regulatory compliance program for The Haverford Trust Company (“HTC”) and Affiliates, which consists of a bank and trust company and a SEC-registered investment adviser, among others. The Compliance Analyst reports to and partners closely with the Chief Compliance Officer of HTC. The primary responsibilities of the Compliance Analyst are to: 1) review advertising and marketing material; 2) assist in the maintenance and testing of compliance policies, procedures, and processes; 3) assist in the review and analysis of applicable laws and regulations. About The Haverford Trust Company Founded in 1979, The Haverford Trust Company is committed to quality. In fact, the Haverford Quality Investing philosophy is the cornerstone of our success, not only supported by the expertise and integrity of our people but also by the reputation and track record of our company. As of December 31, 2024, we had $15.0B in assets under management and/or consultation. Haverford Trust has experienced significant growth in recent years-only three years ago we had 110 employees, and we now have 150+ team members - but our commitment to a strong company culture has never wavered. With a company-wide Monday Morning Meeting to kick off each week, informal breakfasts with the CEO and President, a Speaker's Series for Women, an annual charity run, and more, Haverford has a powerful and unique culture. Our employee retention rate speaks for itself: 97.1%. Meet our team, and you quickly see that every person exhibits Haverford's core values of Quality, Integrity, Respect, Discipline, Optimism, and Community. Unquestionably, our team is our greatest asset. REQUIREMENTS Normal business hours are Monday through Friday, 8:30AM - 5:30PM EST Hybrid work environment with in-office and at-home days to be determined with the team manager. Wednesdays are designated as all hands in office. May be required to work additional hours as needed to meet expectations. POSITION RESPONSIBILITIES Key responsibilities include: Review advertising and marketing material Assist in the maintenance of compliance policies, procedures, and processes! Monitor and test compliance policies and procedures! Conduct agreement and document reviews for account openings! Assist with the preparation and filing of regulatory filings! Assist in coordinating and responding to regulatory examinations and compliance audits! Perform administrative tasks as needed. Act as a trusted resource for colleagues in other departments! QUALIFICATIONS Education / Experience BA/BS Degree or equivalent experience 2+ years of experience within the financial services industry, preferably with a registered investment adviser Familiarity with SEC Marketing rules Skills / Abilities Ability to manage and plan for multiple deadlines across competing priorities. Strong written and verbal communication skills, with the ability to determine what needs escalation vs. resolution on your own. Strong research, analysis, and critical thinking skills Ability to understand complex issues and assess risks. Initiative and a passion for embracing challenges, including implementing innovative technology solutions. Professionalism and comfort interacting with all levels in the company. Knowledge of the investment advisory industry The Haverford Trust Company shall, in its discretion, modify or adjust the position to meet the company's changing needs. Additionally, this job description is not a contract and may be adjusted as deemed appropriate at Haverford's sole discretion. All team members of Haverford are required to comply with internal procedures as well as applicable federal, state, and self-regulatory organizations including, but not limited to, the Bank Secrecy Act of 1970 and the USA PATRIOT Act. The Haverford Trust Company is an equal opportunity employer. The Company is committed to providing equal employment opportunities to all applicants. All applicants for employment will be provided equal and fair opportunity without regard to race, color, creed, religion, ancestry, national origin, sex, sexual orientation, age, citizenship, disability, medical condition, marital status, status as a veteran or special disabled veteran, or any other characteristic protected by law. This position may be subject to Haverford's Political Contribution Policy. An offer of employment may be contingent upon disclosing to Haverford the details of certain political contributions. Haverford may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Haverford's current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.
    $57k-74k yearly est. 16d ago
  • Executive Director - Estate Planning Strategist

    Morgan Stanley 4.6company rating

    Philadelphia, PA Job

    Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Responsibilities and Skills Work with teams of investment professionals to provide clients and prospects with objective information and analyses focusing on estate, gift, and income tax planning, including executive compensation and pre-liquidity planning. Must have the ability to travel to meet with the Financial Advisors and clients. More specifically: Work closely with Financial Advisors to build relationships with ultra high net worth clients and prospects across the country by providing guidance on estate and tax planning issues. Simplify complex legal topics, analyses and/or structures into comprehensible terms Compare and contrast estate planning alternatives, including gifting, leveraged gifting, insurance planning and philanthropic structures. Review, summarize and critique existing and/or proposed new estate planning documents. Prepare presentation materials including narrative and/or graphical summaries of documents and various strategies. Work with team analysts to model estate planning strategies. Collaborate with clients' attorneys and accountants in the implementation of the clients' estate, income tax and financial plans. Understand investment structures and how they may be appropriate for various estate planning entities. Understand Morgan Stanley trust platform, insurance and similar third-party platforms and products. Keep abreast and keep Financial Advisors abreast of changes in the law and developing legal trends through networking with practitioners, attending seminars and professional reading. Develop new marketing and educational content. Conduct internal training sessions. Series 7 (including SIE), 66 and 24 required (can be obtained post-hire). Requirements Bachelor's degree required. J.D. required Significant prior trusts and estates experience with a law or accounting firm Broad and deep knowledge of estate planning and tax planning strategies Strong income tax background as related to estate planning strategies Series 7 (including SIE), 66 and 24 required (can be obtained post-hire). Must have the ability to travel to meet with the Financial Advisors and clients. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. Expected base pay rates for the role will be between 150,000 and 250,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $77k-130k yearly est. 6d ago
  • Senior Automation Engineer

    Honeywell 4.5company rating

    Allentown, PA Job

    THE BUSINESS This position is intended to convey to the new, independent company, to be named Solstice Advanced Materials when the separation occurs. This is expected to occur in late 2025 or early 2026. At Advanced Materials, we are committed to offering the highest value-add specialty solutions in the advanced materials sector. Our goal is to solve our customers' most complex challenges through a robust and innovative product portfolio and by doing so, deliver exceptional value to our stakeholders. We have identified actionable strategies to grow by expanding into new products and markets and through strategic acquisitions, while keeping our top operating margins. Joining our team means becoming part of an organization which leverages its long-standing reputation to capture growth trends by investing in innovation and manufacturing enhancements and maintaining deep customer relationships. We foster a collaborative and inclusive work environment that values contributions and supports professional development. With a focus on innovation and sustainability, the team is dedicated to delivering value and making a meaningful impact in advancing our customers' success. Let's make that impact together. THE POSITION This Senior Electrical & Automation Engineering role will be part of our (project) engineering team and be responsible for driving the critical automation projects in our Advanced Materials films manufacturing business. This leader will drive manufacturing process improvements, controls optimization, and technology upgrades to advance key automation and digitization projects. The Senior Automation Engineer will work with operations and maintenance teams; and other stakeholders to define best automation practices, set standards, and ensure successful project execution aligned to our strategic transformation priorities. Travel 0% - 10% of the time. KEY RESPONSIBILITIES Serve as a site automation leader to benchmark and evaluate available technologies for deployment in hybrid discrete and continuous chemical processes (pharma films manufacturing) Engage with vendors and technology suppliers to evaluate and select technology applicable to industrial manufacturing processes Support existing and design and implement innovative solutions for industrial operations that may include: Industrial networking - Ethernet, IP, switches, wiring methods Data Historians / OE Dashboards (NWA) Industrial PC's - hardware, operating systems, peripherals. HMI's - Intouch, FactoryTalk View PLC's - Rockwell Logix family, GE Series 90 and GE RXi Motor Control - full voltage, VFDs (Power Flex, Parker) Machine Vision - continuous web inspection / defect inspection Nuclear Gauging and Control Safety Systems - Safety PLCs, Relays, Scanners, Light Curtains, Mats Instrumentation - Pressure, Flow, Temperature, Level, Weight, Speed Electrical Power - distribution, protective devices, power supplies, 480v,120v,24v Define test methodology and test coverage to assure manufacturing reliability Identify and validate risks and work with team to mitigate them. Assures processes are optimized (waste eliminated) prior to automating Leads Automation viability analysis review meetings, and confirm project is viable financially and technically Develop business case, application, and theory of operations and prepare justification for senior management Assure Automation process adherence by participating in Automation Projects phase gate meetings Mentor, coach, and share knowledge with less experienced engineers, technicians and maintenance electricians YOU MUST HAVE Bachelor's Degree in Engineering, Computer Science, or related technical field, or Associates with at least 3yrs experience 5+ years with implementing Automated solutions WE VALUE Advanced degree in Engineering or other related technical field Proven leadership managing complex engineering projects Proven ability to effectively communicate highly technical concepts to non-technical people Willingness to learn new technologies Implementation of Automated solutions/systems experience Eagerness to get involved in hands on work on the production floor Experience with hardware and software design and development on Automation projects Proficient project management skills Experience working with customer to develop project goals and basis for design Experience preparing specifications and standards. Experience with equipment selection and procurement. Experience creating bid packages and evaluating proposals, contract awarding. Experience preparing detailed installation plans (drawings, schedules, BOMs, work lists) Experience managing sitework during installation and commissioning project phases. Experience applying Cause Identification/FMEA Six Sigma / DFSS understanding with Greenbelt certification a plus Lean Manufacturing skills
    $91k-116k yearly est. 11d ago
  • Brokerage Registered Client Services Associate

    Fulton Financial Corporation 4.7company rating

    Remote or Bethlehem, PA Job

    Value Proposition Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and inclusion. We promote a digitally enabled work environment to continuously enhance the experience of our employees and customers. Overview This is a full-time, hybrid career opportunity based out of our City Line Plaza location in Bethlehem, PA. Our hybrid schedule is 4 days in the office and 1 day work from home following a successful 90 day introductory period. Core working hours will be 8 am - 4:30 pm, Monday through Friday. Provides high quality operational support to Financial Advisors and their clients, as well as other team members. Responsibilities * Responsible for the daily administrative operations for assigned Financial Advisor(s). * Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings with prospective and existing clients on the phone, in-person, virtually and through mailings. * Onboards new clients while ensuring all required documentation is complete and accurate and monitors the incoming transfer of new assets. * Responsible for assisting clients with paperwork related to account transfers, beneficiary designations, and other maintenance requests. Processes client transactions, such as trades, deposits, and withdrawals, while ensuring compliance with regulatory requirements. * Solicits and receives orders for the Financial Advisor(s). May also enter unsolicited trades at the direction of the Financial Advisor. * Communicates daily with clients providing trade settlement information, coordinating the payment and delivery of funds, providing portfolio information and other requests. * Collaborates with Financial Advisor(s) to prepare client meetings and presentations, including gathering relevant data and creating reports. * Creates and maintains records and files utilizing Client Relationship Management (CRM) software. Ensures required client paperwork is current with firm and industry requirements, rules, and regulations. * Assists Financial Advisor(s) with marketing efforts including seminars and other client facing events. * Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures. * Functions as a part of a larger team dedicated to helping achieve Fulton Financial Advisors' overall sales goals. * Acts as a mentor, shares knowledge, and offers guidance to others. * May participate in client meetings with a Financial Advisor(s) upon request. Qualifications Education Bachelor's Degree or the equivalent experience. Specialty: business, finance or related. (Required) Experience 5 or more years experience in financial services or sales environment. (Preferred) 3 or more years administration in financial services or sales environment. (Required) 2 or more years experience with investment operations, procedures, and transfers. (Required) Certifications SIE (Security Industry Essentials), Series 7, Series 63 (or Series 66). (Required) Must be able to be affiliated with our Broker Dealer. (Required) Knowledge, Skills, and Abilities * Knowledge of investment industry terminology. (Required) * Knowledge of mathematics sufficient to process account and transaction information. (Required) * Ability to use appropriate interpersonal styles and communicate effectively both orally and in writing with all organizational levels. (Required) * Ability to take initiative and proactively follow up on submitted items to ensure completion, resolve errors questions or concerns. (Required) * Ability to identify time sensitive items and assess competing priorities. (Required) * Experience with Microsoft Office Suite. (Preferred) * Experience with client relationship management (CRM) software, or similar contact management software. (Preferred) Other Duties as Assigned by Manager This role may perform other job duties as assigned by the manager. Each employee of the Organization, regardless of position, is accountable for reading, understanding and acting on the contents of all Company-assigned and/or job related Compliance Programs, regulations and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates. This includes but is not limited to, understanding and identifying compliance risks impacting their department(s), ensuring compliance with applicable laws or regulations, and escalating compliance risks to the appropriate level of management. Pay Transparency To provide greater transparency to candidates, we share base salary ranges on all job postings regardless of state. We set standard salary ranges for our roles based on the position, function, and responsibilities, as benchmarked against similarly sized companies in our industry. Specific compensation offered will be determined based on a combination of factors including the candidate's knowledge, skills, depth of work experience, and relevant licenses/credentials. The salary range may vary based on geographic location. The hourly rate for this position is $21.06 - $35.10. Benefits Additionally, as part of our Total Rewards program, Fulton Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account or health savings account depending on the medical plan chosen; dental and vision insurance; life insurance; 401(k) program with employer match and Employee Stock Purchase Plan; paid time off programs including holiday pay and paid volunteer time; disability insurance coverage and maternity and parental leave; adoption assistance; educational assistance and a robust wellness program with financial incentives. To learn more about your potential eligibility for these programs, please visit Benefits & Wellness | Fulton Bank. EEO Statement Fulton Bank ("Fulton") is an equal opportunity employer and is committed to providing equal employment opportunity for all qualified persons. Fulton will recruit, hire, train and promote persons in all job titles, and ensure that all other personnel actions are administered, without regard to race, color, religion, creed, sexual orientation, national origin, citizenship, gender, gender identity, age, genetic information, marital status, disability, covered veteran status, or any other legally protected status. Sponsorship Statement As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Fulton Bank currently or in the future.
    $21.1-35.1 hourly 19d ago
  • Loan Officer Assistant

    First Home Mortgage 4.3company rating

    Baltimore, MD Job

    Role Description First Home Mortgage, Maryland's #1 Purchase Lender, is seeking a talented Loan Partner to join our Baltimore, MD, Canton branch. This is an ideal position for someone new to the mortgage banking industry or a professional with previous experience. We are a dynamic lender serving the residential mortgage market, providing superior customer service. Apply today for an opportunity to join our team and grow your career! Responsibilities: First point of customer contact Communication with internal and external customers Preparation and review of loan documents Sales team support Skills: Strong customer service and communication skills Encompass Software preferred Attention to detail, organizational, and analytical skills Highly motivated and goal-oriented to deliver solutions for our customers Computer proficiency required, including MS Office & CRM Qualifications: Customer Service and Communication skills Experience in the Mortgage Industry Strong attention to detail and organizational skills Ability to work effectively in a fast-paced environment Knowledge of mortgage lending regulations and processes Bachelor's degree in Finance, Business, or related field preferred
    $41k-72k yearly est. 7d ago

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Somerset Trust may also be known as or be related to Somerset Trust, Somerset Trust Co and Somerset Trust Company.


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