If you are interested in this role, pleasecontact:
careers@probodata.com
You are welcome to share this with a friend orcolleague!
Do you want a long-term remote workopportunity? Do you prefer a small company environment?
Probo Data Grouphas an amazing long term contractor opportunity and is seeking a full-timesoftware tester (30-40 hours per week). Probo Data Group is a growingSilicon Valley based software company that works to automate our customersbusiness processes. Our passion is to simplify a complicated processes soour customers can be more productive. Once you learn the role andresponsibilities, the hours are very flexible.
Candidate musthave 4 years' experience working with software testing. Having SQL skillsand previous software testing experience is a plus. Must be able to workwith a small team of software and database engineers to make the projectsuccessful.
Primary skillsmust include:
· Ability to understand product requirements and create testcases based on thoserequirements
· Knowledge of software testing methodologies
· Good oral and written communication skills.
· Ability to write good test cases that can be easily reproduceable
· Ability to communication with team members on testing status and progress
Preferred, butnot required skills include:
· Confluence, Xray
· Windows Server, ISS, SQL Server coding skills
· Knowledge of wood and door manufacturing terminology: Stiles, rails,mid-rails, mitered doors, cope/stick doors
· Knowledge of earned value management terminology: BCWS, BCWP, ACWP, BAC, EAC,ETC.
Please norecruiting agencies
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Archives
- ▼ 2022 (296)
- ► 2021 (412)
[KIT-list] Web Software Tester (Remote)
Posted by V.Senthil kumar 0 comments
[KIT-list] Encore Paid Fellowship, Part-time, Head of HR (Menlo Park, CA, CALIFORNIA)
If you are interested in this role, please direct your responses to:
Sally Carl, Silicon Valley Program Director at scarl@encore.org with resume and for more information.
You are welcome to share this with a friend or colleague!
Encore Fellowships provide paid, transitional engagements in non-profit organizations, for those typically 50+ and considering retirement, with 20+ years experience, who wish to move to the social impact sector for their second act. Fellowships include a $25,000 stipend for 1000 hours of work, typically part-time for a year, education on the sector, and networking with a cohort of peers.
Fellowship: Head of Human Resources position.
Organization: Organization working with at-risk youth on the Peninsula
Candidates need to be in Bay Area, hybrid position with minimum one day on site in Menlo Park
Project Scope:
Provide leadership on all HR functions with a special focus on recruiting
Primarily strategy/advisory role. Oversee/provide consultation to HR team
Work closely with program leadership and staff on recruiting interacting both internally and externally to identify needs and sources
HR areas of focus include: recruiting, onboarding, employee relations, benefits, performance evaluations, compensation
Skills:
Seasoned HR professional
Recruiting experience
Program management
Process improvement
Office administrative
Stipend: $25,000 for 1000 hours, with the possibility for conversion to staff role
Work Schedule: 20 hours a week for 12 months, Flexible
Work Location: Hybrid, minimum of one day onsite per week (in Menlo Park)
Start Date: ASAP, Flexible
Share with your colleagues!
Contact Sally Carl, Program Director at scarl@encore.org.
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Posted by V.Senthil kumar 0 comments
[KIT-list] Head of HR — Encore Paid Fellowship, Part-time (Menlo Park, CA)
If you are interested in this role, please direct your responses to:
Sally Carl, Silicon Valley Program Director at scarl@encore.org with resume and for more information.
You are welcome to share this with a friend or colleague!
Encore Fellowships provide paid, transitional engagements in non-profit organizations, for those typically 50+ and considering retirement, with 20+ years experience, who wish to move to the social impact sector for their second act. Fellowships include a $25,000 stipend for 1000 hours of work, typically part-time for a year, education on the sector, and networking with a cohort of peers.
Fellowship: Head of Human Resources position.
Organization: Organization working with at-risk youth on the Peninsula
Candidates need to be in Bay Area, hybrid position with minimum one day on site in Menlo Park
Project Scope:
Provide leadership on all HR functions with a special focus on recruiting
Primarily strategy/advisory role. Oversee/provide consultation to HR team
Work closely with program leadership and staff on recruiting interacting both internally and externally to identify needs and sources
HR areas of focus include: recruiting, onboarding, employee relations, benefits, performance evaluations, compensation
Skills:
Seasoned HR professional
Recruiting experience
Program management
Process improvement
Office administrative
Stipend: $25,000 for 1000 hours, with the possibility for conversion to staff role
Work Schedule: 20 hours a week for 12 months, Flexible
Work Location: Hybrid, minimum of one day onsite per week (in Menlo Park)
Start Date: ASAP, Flexible
Share with your colleagues!
Contact Sally Carl, Program Director at scarl@encore.org.
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Posted by V.Senthil kumar 0 comments
[KIT-list] Director of Program Management (Santa Clara, CA)
If you are interested in this role, please apply via this url:
https://mcafee.wd1.myworkdayjobs.com/EnterpriseCareers/job/US-California-Santa-Clara/Director--Program-Management_JR0028235
You are welcome to share this with a friend or colleague!
Role Overview:
Reporting into the Chief Product Officer, Skyhigh Security is seeking multi-tasking, self-motivated and enthusiastic leader to assume the role of Director of Program Management. The mission of this role is to drive large scale cross-functional product development initiatives, facilitate operational excellence across the various teams and ensure high-quality deliverables.
ROLES AND RESPONSIBILITIES:
Understand Skyhigh Security's business objectives and align operational processes to deliver products that are befitting a leader in the industry
Lead the organization with a customer first attitude and effective communications
Design and implement the operating cadence, including running commit meetings, project updates as well as QBR
Coordinate the execution of engineering programs in a consistent manner. Ensure issues are addressed efficiently, judiciously, and constructively
Forge tight partnerships with cross-functional leaders and execute activities in a productive and collaborative environment
Define and analyze metrics that form the basis of world class execution and ensure the success of product delivery
Build the Program Management Office (PMO) and mentor a team of program managers associated with product development
Foster a culture of data-oriented decision making with agility at the core
TRAITS:
Results oriented, operationally adept
Highly collaborative. Excellent organizational skills
Self-aware, calm under pressure
Intellectual curiosity
High integrity, excellent judgement
REQUIREMENTS:
10+ years of experience in program management, including experience in leadership roles in all phases of product development. SaaS experience preferred
Minimum of 5 years of direct management experience in attracting and retaining top-tier talent across multiple geographies
Demonstrated track record in ability to deliver high priority and diverse engineering programs on time and in high quality
Background exemplifies Impeccable managerial, interpersonal, and communications skills enabling you to be influential at all levels.
Strong leadership skills to instill consistency and best practices across the team
Expert knowledge of program management methodologies and frameworks
B.S. in Engineering or equivalent work experience
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Posted by V.Senthil kumar 0 comments
[KIT-list] Web Software Tester (Remote)
If you are interested in this role, please contact: careers@probodata.com
You are welcome to share this with a friend or colleague!
Do you want a long-term remote work opportunity? Do you prefer a small company environment?
Probo Data Group has an amazing long term contractor opportunity and is seeking a full-time software tester (30-40 hours per week). Probo Data Group is a growing Silicon Valley based software company that works to automate our customers business processes. Our passion is to simplify a complicated processes so our customers can be more productive. Once you learn the role and responsibilities, the hours are very flexible.
Candidate must have 4 years' experience working with software testing. Having SQL skills and previous software testing experience is a plus. Must be able to work with a small team of software and database engineers to make the project successful.
Primary skills must include:
· Ability to understand product requirements and create testcases based on those requirements
· Knowledge of software testing methodologies
· Good oral and written communication skills.
· Ability to write good test cases that can be easily reproduceable
· Ability to communication with team members on testing status and progress
Preferred, but not required skills include:
· Confluence, Xray
· Windows Server, ISS, SQL Server coding skills
· Knowledge of wood and door manufacturing terminology: Stiles, rails, mid-rails, mitered doors, cope/stick doors
· Knowledge of earned value management terminology: BCWS, BCWP, ACWP, BAC, EAC, ETC.
Please no recruiting agencies
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Posted by V.Senthil kumar 0 comments
[KIT-list] Encore Paid Fellowsihp, Marketing Director, Part-time (Remote, CA)
If you are interested in this role, please direct your responses to:
Deborah Henken, Outreach Director, dhenken@encore.org with resume and for more information.
You are welcome to share this with a friend or colleague!
Encore Fellowships provide paid, transitional engagements in non-profit organizations, for those typically 50+ and considering retirement, with 20+ years experience, who wish to move to the social impact sector for their second act. Fellowships include a $25,000 stipend for 1000 hours of work, typically part-time for a year, education on the sector, and networking with a cohort of peers.
Two national nonprofits seek Marketing Directors.
1) Focus on financial inclusion.
2) Focus on STEM education for students of color.
Each is seeking a Marketing Director Fellow who will manage all aspects of marketing and communications.
Digital marketing, create digital assets, collateral, templates for future use.
The positions are 100% remote, 12 months, half-time with a flexible work schedule.
Contact Deborah Henken at dhenken@encore.org.
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Posted by V.Senthil kumar 0 comments
[KIT-list] Encore Paid Fellowsihp, Marketing Director, Part-time (Remote, CA)
If you are interested in this role, please direct your responses to:
Deborah Henken, Outreach Director, dhenken@encore.org with resume and for more information.
You are welcome to share this with a friend or colleague!
Encore Fellowships provide paid, transitional engagements in non-profit organizations, for those typically 50+ and considering retirement, with 20+ years experience, who wish to move to the social impact sector for their second act. Fellowships include a $25,000 stipend for 1000 hours of work, typically part-time for a year, education on the sector, and networking with a cohort of peers.
Two national nonprofits seek Marketing Directors.
1) Focus on financial inclusion.
2) Focus on STEM education for students of color.
Each is seeking a Marketing Director Fellow who will manage all aspects of marketing and communications.
Digital marketing, create digital assets, collateral, templates for future use.
The positions are 100% remote, 12 months, half-time with a flexible work schedule.
Contact Deborah Henken at dhenken@encore.org.
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Posted by V.Senthil kumar 0 comments
[KIT-list] Marketing Director - Encore paid fellowship (Silicon Valley, CA)
If you are interested in this role, please direct your responses to:
Sally Carl, Silicon Valley Program Director at scarl@encore.org with resume and for more information.
You are welcome to share this with a friend or colleague!
Encore Fellowships provide paid, transitional engagements in non-profit organizations, for those typically 50+ and considering retirement, with 20+ years experience, who wish to move to the social impact sector for their second act. Fellowships include a $25,000 stipend for 1000 hours of work, typically part-time for a year, education on the sector, and networking with a cohort of peers.
Fellowship: Marketing and Communications Director position.
Organization: Focused on preventing homelessness and hunger.
Candidates need to be in Bay Area, work onsite in South Bay
Project Scope:
• Manage and execute all aspects of design, public relations, marketing, communications. social media, and online and print publications
• Develop and execute annual communications plan
• Oversee external contributors including graphic design agency, public relations consultant, and
others as needed
• Work with the Executive Director on the development of the Annual Report and other
communications materials, including PowerPoint decks, brochures, etc
*Work with leadership team and staff to recognize internal and external communications
opportunities and solutions, to define and execute appropriate strategies to support them.
• Work collaboratively with Director of Development on donor events, providing marketing and
communications support as needed
• Work collaboratively with Programs and Services team on volunteer events, providing
marketing and communications support as needed
• Develop client-facing communications including flyers, web content, signage as needed.
• Oversee external contributors and work collaboratively with internal partners.
Must be strategic and hands-on.
Skills:
Marketing generalist with experience managing digital and print media
Communications and brand management
Strong writing and editing skills
Strong communication and collaboration skills
Stipend: $25,000 for 1000 hours, with the possibility for conversion to staff role
Work Schedule: 20 hours a week for 12 months, Flexible
Work Location: Onsite, Sunnyvale
Contact Sally Carl, Program Director at scarl@encore.org
Please share with colleagues
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Posted by V.Senthil kumar 0 comments
[KIT-list] Product Engineering Paid Fellowship (Remote, CA)
If you are interested in this role, please contact:
Deborah Henken, Outreach Director at dhenken@encore.org with resume and information.
You are welcome to share this with a friend or colleague!
Are you considering retirement? Want to transfer your skills to the nonprofit sector?
Encore Fellowships provide paid, transitional engagements in non-profit organizations, for those typically 50+ and considering retirement, with 20+ years experience, who wish to move to the social impact sector for their second act.
Fellowships are 1000 hours, typically part-time for a year, and include a $25,000 stipend, education on the sector, and networking with a cohort of peers.
Virtual - Candidate can be anywhere in the US
A national nonprofit focused on financial inclusion is seeking a Product Engineering Lead.
The Fellow will manage new products from design, prototype, specification, to deployment.
Experience in performing code reviews, building responsive web products, using fintech API and Twilio integrations strongly preferred.
The position is 100% remote, 12 months, half-time with a flexible work schedule.
Work Location: Remote
Stipend: $25K for 1000 hours
Work schedule: 20 hours/week for 12 months
The Encore Fellowship program is committed to building a diverse talent pool and strongly encourages applications from candidates of color and those with fluency in multiple languages. Learn more about the program at https://encore.org/fellowships/.
Contact Deborah Henken, Outreach Director, at dhenken@encore.org
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Posted by V.Senthil kumar 0 comments
[KIT-list] Product Engineering -- Encore Paid Fellowship (Remote, CA)
If you are interested in this role, please contact:
Deborah Henken, Outreach Director at dhenken@encore.org with resume and information.
You are welcome to share this with a friend or colleague!
Are you considering retirement? Want to transfer your skills to the nonprofit sector?
Encore Fellowships provide paid, transitional engagements in non-profit organizations, for those typically 50+ and considering retirement, with 20+ years experience, who wish to move to the social impact sector for their second act.
Fellowships are 1000 hours, typically part-time for a year, and include a $25,000 stipend, education on the sector, and networking with a cohort of peers.
Virtual - Candidate can be anywhere in the US
A national nonprofit focused on financial inclusion is seeking a Product Engineering Lead.
The Fellow will manage new products from design, prototype, specification, to deployment.
Experience in performing code reviews, building responsive web products, using fintech API and Twilio integrations strongly preferred.
The position is 100% remote, 12 months, half-time with a flexible work schedule.
Work Location: Remote
Stipend: $25K for 1000 hours
Work schedule: 20 hours/week for 12 months
The Encore Fellowship program is committed to building a diverse talent pool and strongly encourages applications from candidates of color and those with fluency in multiple languages. Learn more about the program at https://encore.org/fellowships/.
Contact Deborah Henken, Outreach Director, at dhenken@encore.org
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Posted by V.Senthil kumar 0 comments
[KIT-list] Marketing Director -- Encore Paid Fellowship (Silicon Valley, CA)
If you are interested in this role, please direct your responses to:
Sally Carl, Silicon Valley Program Director at scarl@encore.org with resume and for more information.
You are welcome to share this with a friend or colleague!
Encore Fellowships provide paid, transitional engagements in non-profit organizations, for those typically 50+ and considering retirement, with 20+ years experience, who wish to move to the social impact sector for their second act. Fellowships include a $25,000 stipend for 1000 hours of work, typically part-time for a year, education on the sector, and networking with a cohort of peers.
Fellowship: Marketing and Communications Director position.
Organization: Focused on preventing homelessness and hunger.
Candidates need to be in Bay Area, work onsite in South Bay
Project Scope:
*.Manage and execute all aspects of design, public relations, marketing, communications. social media, and online and print publications
* Develop and execute annual communications plan
• Oversee external contributors including graphic design agency, public relations consultant, and
others as needed
• Work with the Executive Director on the development of the Annual Report and other
communications materials, including PowerPoint decks, brochures, etc
*Work with leadership team and staff to recognize internal and external communications
opportunities and solutions, to define and execute appropriate strategies to support them.
• Work collaboratively with Director of Development on donor events, providing marketing and
communications support as needed
• Work collaboratively with Programs and Services team on volunteer events, providing
marketing and communications support as needed
*Develop client-facing communications including flyers, web content, signage as needed.
*Oversee external contributors and work collaboratively with internal partners.
Must he strategic and hands-on.
Skills:
Marketing generalist with experience managing digital and print media
Communications and brand management
Strong writing and editing skills
Strong communication and collaboration skills
Stipend: $25,000 for 1000 hours, with the possibility for conversion to staff role
Work Schedule: 20 hours a week for 12 months, Flexible
Work Location: Onsite, Sunnyvale
Contact Sally Carl, Program Director at scarl@encore.org
Please share with colleagues
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Posted by V.Senthil kumar 0 comments
[KIT-list] Client Services Associate (Walnut Creek, CA)
If you are interested in this role, please direct your responses to: CoitFinancialJobs@gmail.com
You are welcome to share this with a friend or colleague!
Are you a client services guru with a passion for the real estate investment sector? Then Coit Financial Group (CFG) in Walnut Creek could be the place for you! We are a successful investment firm that works with high-net-worth individuals who love large-scale real estate investments. In partnership with Sequoia Equities, a privately held real estate investment management firm, we have grown to over $4.2 billion in multifamily community investments across the West Coast.
CFG values exceptional customer service. We believe that delivering high-level customer service is based primarily on a positive attitude. As a result, we seek to hire professionals who possess a great attitude and an outstanding track record in client services. In addition, you must have excellent financial (math) skills since that's the foundation of our business and growth. We believe in offering a rewarding and personally fulfilling career that supports a work-life balance.
Job Summary
The Client Service Associate is often the first person with whom our clients communicate, either in person or when calling the office. This position is responsible for determining how to best assist clients and ensure that solutions are provided in a timely and professional manner. This role entails a wide variety of tasks and responsibilities including customer service, administration, operations, and analytics.
These five pillars act as a source of inspiration to help guide our team in their daily work:
- Always Be Ready
- Win Hearts & Fans
- Do The Right Thing
- Change The Game
- Crush It!
This is full-time, salaried position, onsite in Walnut Creek, that includes benefits and an annual, fully vested, pension contribution.
Duties and Responsibilities:
- Deliver exceptional client service – interface with long-term clients, monitor client requests, troubleshoot problems, and ensure all tasks are completed - timely response is critical
- "Capital Raises" – when we are focused on raising money for a real estate investment project, this will be our number 1 focus! Prepare 1 pagers for all new investment offerings, track investments for each "raise", work closely with all stakeholders, etc.
- Client meeting support – schedule meetings, prepare materials, and follow up with clients after meetings
- Administration and analytics - Set up new accounts, submit and follow up on sensitive, necessary paperwork end-to-end, perform daily investment portfolio updates, being compliant at all levels
- Manage client information – prepare client valuation reports and investor letters (using Excel, Word, and/or client portal), regularly update client files and CRM
- Marketing support – update and maintain marketing materials, including digital and social media platforms, and planning client events and seminars
- Office management – maintain office equipment and supplies, handle mail & shipping, catering, etc.
- Additional duties as requested
Skills and Qualifications
- 5+ years of customer service experience in the financial and/or securities sectors
- A project management mindset who can efficiently manage multiple and competing priorities with keen reasoning and logic
- Proven track record for being incredibly organized, detail oriented, and always follows through
- Experienced team player who can interact well with high-net-worth clients and all levels of the firm
- Ability to work successfully in a small, "start-up feeling" company environment
- Proactive personality who is flexible, nimble, and can make quick and intelligent decisions
- Excellent customer service skills – great with people, personable, warm, and engaging
- A natural, hardworking, and independent thinker with confidence to ask questions and is eager to learn
- Proficiency in Excel, Word, Gmail, Google Docs, Docusign, and CRM software (preferably Salesforce/SFDC)
- Series 7 license, but not required
- Securities background
- BA or BS degree in business, marketing, finance, or similar
If interested, please send resume and cover letter to Sandy Preto at CoitFinancialJobs@gmail.com with your desired salary and availability to start. Coit Financial Group is an equal-opportunity employer.
No recruiters please.
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[KIT-list] Client Services Associate (Walnut Creek, CA)
If you are interested in this role, please direct your responses to: CoitFinancialJobs@gmail.com
You are welcome to share this with friends or colleagues!
Are you a client services guru with a passion for the real estate investment sector? Then Coit Financial Group (CFG) in Walnut Creek could be the place for you! We are a successful investment firm that works with high-net-worth individuals who love large-scale real estate investments. In partnership with Sequoia Equities, a privately held real estate investment management firm, we have grown to over $4.2 billion in multifamily community investments across the West Coast.
CFG values exceptional customer service. We believe that delivering high-level customer service is based primarily on a positive attitude. As a result, we seek to hire professionals who possess a great attitude and an outstanding track record in client services. In addition, you must have excellent financial (math) skills since that's the foundation of our business and growth. We believe in offering a rewarding and personally fulfilling career that supports a work-life balance.
Job Summary
The Client Service Associate is often the first person with whom our clients communicate, either in person or when calling the office. This position is responsible for determining how to best assist clients and ensure that solutions are provided in a timely and professional manner. This role entails a wide variety of tasks and responsibilities including customer service, administration, operations, and analytics.
These five pillars act as a source of inspiration to help guide our team in their daily work:
- Always Be Ready
- Win Hearts & Fans
- Do The Right Thing
- Change The Game
- Crush It!
This is full-time, salaried position, onsite in Walnut Creek, that includes benefits and an annual, fully vested, pension contribution.
Duties and Responsibilities:
- Deliver exceptional client service – interface with long-term clients, monitor client requests, troubleshoot problems, and ensure all tasks are completed - timely response is critical
- "Capital Raises" – when we are focused on raising money for a real estate investment project, this will be our number 1 focus! Prepare 1 pagers for all new investment offerings, track investments for each "raise", work closely with all stakeholders, etc.
- Client meeting support – schedule meetings, prepare materials, and follow up with clients after meetings
- Administration and analytics - Set up new accounts, submit and follow up on sensitive, necessary paperwork end-to-end, perform daily investment portfolio updates, being compliant at all levels
- Manage client information – prepare client valuation reports and investor letters (using Excel, Word, and/or client portal), regularly update client files and CRM
- Marketing support – update and maintain marketing materials, including digital and social media platforms, and planning client events and seminars
- Office management – maintain office equipment and supplies, handle mail & shipping, catering, etc.
- Additional duties as requested
Skills and Qualifications
- 5+ years of customer service experience in the financial and/or securities sectors
- A project management mindset who can efficiently manage multiple and competing priorities with keen reasoning and logic
- Proven track record for being incredibly organized, detail oriented, and always follows through
- Experienced team player who can interact well with high-net-worth clients and all levels of the firm
- Ability to work successfully in a small, "start-up feeling" company environment
- Proactive personality who is flexible, nimble, and can make quick and intelligent decisions
- Excellent customer service skills – great with people, personable, warm, and engaging
- A natural, hardworking, and independent thinker with confidence to ask questions and is eager to learn
- Proficiency in Excel, Word, Gmail, Google Docs, Docusign, and CRM software (preferably Salesforce/SFDC)
- Series 7 license, but not required
- Securities background
- BA or BS degree in business, marketing, finance, or similar
If interested, please send resume and cover letter to Sandy Preto at CoitFinancialJobs@gmail.com with your desired salary and availability to start. Coit Financial Group is an equal-opportunity employer.
No recruiters please.
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[KIT-list] Associate – Low Carbon Fuel Standard and clean air industry (Santa Monica, CA)
If you are interested in this role, please apply at www.gladstein.org/careers
You are welcome to share this with a friend or colleague!
Associate – LCFS (Santa Monica, CA)
Gladstein, Neandross & Associates (GNA) is one of North America's leading consulting firms in sustainable transportation and energy. With nearly 30 years of experience, GNA is a recognized leader working at the intersection of energy, business, and the environment. We work with more than 200 clients, including fleets, technology suppliers, fuel suppliers, government agencies, nonprofits, and communities to advance the development of clean, alternative, and renewable energy and transportation solutions. Learn more atwww.gladstein.org.
GNA seeks a LCFS Programs Associate to support the management of GNA's large and growing portfolio of fleets and transportation stakeholders participating in the California Low Carbon Fuel Standard and additional clean fuel standard programs. Our ideal candidate will possess exceptional analytical, organizational, problem solving, and communication skills. Demonstrated ability to interface with clients is a plus.
Professional work experience is preferred, and the right candidate will demonstrate a clear history of initiative, problem-solving, and results-driven excellence.
The LCFS Programs Associate is a vital role with a primary focus on data management, quality assurance and quality control.
Additionally, this position will include the following job responsibilities:
- Registering of new accounts
- Regulatory compliance reporting
- Proprietary database management
- Updating Standard Operating Procedures
- Other duties as required
The ideal candidate will possess the following:
· Education:A BS or higher degree in engineering or related fields from an accredited university. Candidates without degrees will be considered if they possess an exemplary record of success, leadership, and expertise relevant to our needs.
· Professional Experience:1 to 5 years of experience or demonstrated capabilities with compliance reporting, financial analysis, or similar job functions in a commercial setting. Experience working with alternative fuels, advanced transportation technology, renewable energy, air quality, or energy policy is a plus but not required.
· Skills:High attention to detail and accuracy, strong organizational skills, and a self-starter with confidence and motivation to execute work.
· Proficiencies:Microsoft Office applications including Word, Excel, Outlook, and PowerPoint.
· Language: Fluency in written and spoken English is required.
· Ability to Travel: Travel may be required up to 5%.
Work Location:
This position will require the successful candidate to work from GNA's office in Santa Monica, CA with a hybrid remote work schedule available at the Manager's discretion.
Additional Requirements:
Must have unrestricted authorization to work in the United States.
Compensation & Benefits:
This full-time, staff position offers an annual salary, as well as a full benefits package, including medical, dental, vision, life, and long-term disability insurance on day one. We also offer 401(k) plans and performance-based bonus opportunities.
GNA is an equal opportunity employer. We are pleased to consider all qualified applicants without regard to race, color, sex (including sexual or gender identity), religion, national origin, ancestry, sexual orientation, age, marital or veteran status, genetic information, physical or mental disability, medical condition, or any other legally protected status.
No Agencies, please. No Sponsorship. EOE.
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[KIT-list] Senior Project Manager – Fleet Electrification – Advanced Clean Transportation (Santa Monica, CA)
If you are interested in this role, please apply at www.gladstein.org/careers
You are welcome to share this with a friend or colleague!
Senior Project Manager – Fleet Electrification (Santa Monica, CA)
Gladstein, Neandross & Associates (GNA) is one of North America's leading consulting firms in sustainable transportation and energy. With nearly 30 years of experience, GNA is a recognized leader working at the intersection of energy, business, and the environment. To support our growing organization, we are seeking Senior Project Manager to join our Technical Services team and lead a range of fleet electrification projects for our clients. Our ideal candidate will possess exceptional analytical, organizational, problem solving, and communication skills. Demonstrated ability to interface with clients and potential clients is critical.
GNA maintains a diverse set of clients, ranging from commercial fleets to policy makers and environmental advocacy organizations. Our Technical Services team provides an equally diverse set of capabilities to our clients; including emissions modeling, lifecycle analysis, technical and economic feasibility assessments, policy analysis, charging/fueling infrastructure assessments, technology planning, and more. Consequently, our work requires developing new approaches to answer complex questions. Candidates must have a "can-do" spirit to take on new challenges, an ability to adapt to unforeseen challenges, and a willingness to work hard in a deadline-driven environment. Interdisciplinary, entrepreneurial thinkers with the ability to communicate complex ideas to diverse audiences will thrive in our office and with our clients. Learn more at www.gladstein.org.
The Role:
GNA seeks candidates with experience and expertise leading organizations through the process of fleet electrification, including needs assessments, vehicle and infrastructure recommendations, and cost/benefit analysis. This position will have the opportunity to envision and lead the development of new modeling capabilities with GNA. Additionally, the successful candidate will lead the growth of GNA's fleet electrification practice while working with many of the country's most progressive fleets to deploy the newest medium and heavy duty vehicle and infrastructure solutions.
Hands on experience with EVSE selection, installation, and management is a significant plus. Professional work experience is required, and the right candidate will demonstrate a clear history of initiative, problem-solving, and results-driven excellence in all personal, academic, and professional endeavors.
This position will include the following job responsibilities:
Assist clients in the evaluation of alternative-fueled transportation technologies, assessing the operational and economic fit for these technologies and their associated infrastructure;
Prepare recommendations for fleet electrification strategies, including vehicle and EVSE infrastructure for light, medium, and heavy duty vehicles.
Develop analytical model frameworks to improve the speed and efficiency of electrification feasibility assessments and electrification strategies.
Develop economic models for transportation technology deployments that consider total cost of ownership and return-on-investment metrics;
Prepare comparative analyses of emissions and energy impacts from various fuels and fuel pathways, including: electricity, renewable gaseous and liquid fuels, and traditional petroleum-derived fuels;
Participate in meetings with clients to communicate results and support senior staff.
Additional job duties could include:
· Research: Conduct primary and secondary research on a broad spectrum of market, technical, and policy issues and assist in the development and production of high quality reports which provide this research to either specific or broad audiences.
· Communications: Prepare regular memos on project status for clients and for staff. Create publication-quality and client-ready written reports, marketing materials, correspondence, grant applications, presentations, and other communications that clearly and concisely summarize project goals, accomplishments and recommendations in the most compelling manner for the appropriate audience.
· Client Relations: Professionally interact with industry contacts and clients on a regular basis, understand their business needs, provide consistent and well-prepared status reports on deliverables, manage and address unexpected developments, and communicate research and recommendations in a confidence-inspiring manner.
· Project management: Provide efficient and cost-effective results on both client and company projects. Must be capable of independently setting, tracking, and reporting on progress related for multiple project and billable hour goals. Must regularly report on progress, challenges, and approach to team leaders and management.
· Outreach and Organization: Develop and implement strategies to communicate the objective of projects to diverse audiences, including business, government, non-profit organizations and community groups. Interface directly with a variety of contacts in to gather information for various projects.
The ideal candidate will possess the following:
· Education: A BS or higher degree in engineering or related fields from an accredited university. Candidates without degrees will be considered if they possess an exemplary record of success, leadership, and expertise relevant to our needs.
· Professional Experience: 3 to 5 years of experience in a consulting environment or demonstrated capabilities with research and analysis in a commercial setting. Advanced degrees (MS or PhD) will be considered when evaluating professional experience history. Experience fleet electrification strategy, EV infrastructure planning, and equipment selection are required.
· Skills: Exceptional writing, research, analytical, communication, organization, and interpersonal skills. In addition to a strong technical/analytical background and strong communications skills, an excellent grasp of business strategy will be highly valued.
· Expertise: Technical and analytical expertise in the environmental and/or energy domain. Experience interfacing with electric utilities is a plus. Specific experience with transportation emissions models including EMFAC, MOVES, and GREET is preferred but not required.
· Language: Fluency in written and spoken English is required.
· Ability to Travel: Travel may be required, up to 15%.
WORK LOCATION:
This position will require the successful candidate to work from GNA's office in Santa Monica, CA with a hybrid remote work schedule available at the Manager's discretion.
ADDITIONAL REQUIREMENTS:
Must have unrestricted authorization to work in the United States.
COMPENSATION & BENEFITS:
This full-time, staff position offers an annual salary, as well as a full benefits package, including medical, dental, vision, life, and long-term disability insurance on day one. We also offer 401(k) plans and performance-based bonus opportunities.
GNA is an equal opportunity employer. We are pleased to consider all qualified applicants without regard to race, color, sex (including sexual or gender identity), religion, national origin, ancestry, sexual orientation, age, marital or veteran status, genetic information, physical or mental disability, medical condition, or any other legally protected status.
No Agencies, please. No Sponsorship. EOE.
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[KIT-list] Event Program & Project Coordinator – Advanced Clean Transportation (Santa Monica, CA)
If you are interested in this role, please go to www.gladstein.org/careers
You are welcome to share this with a friend or colleague!
Event Program & Project Coordinator – Advanced Clean Transportation | Santa Monica, California
Gladstein, Neandross & Associates (GNA), a leading clean transportation and energy consulting firm, is seeking an Event Program & Project Coordinator to support strategy development and project management for conferences focused on advanced and clean energy technologies and their various end use sectors—including municipal, regional and long-haul goods movement, transit/shuttle, school, construction, refuse, utilities/telecom, and more. Learn more at www.gladstein.org.
This individual will work directly with GNA's Event Program & Project Director as the project coordinator for event programming on a variety of events on energy efficiency, clean energy, and clean transportation. They will be responsible for working on all aspects of agenda/content development, industry trend research, speaker management and related long-term relationship development, content development (marketing, website, event collateral, reports, other internal and external communications), contract management and reporting, as well as directly managing project staff. They will work in partnership with the GNA Creative Team to effectively integrate agenda development into the production and implementation of all event collateral, marketing, and logistics. The ideal candidate will have project management experience, success managing client-facing and c-level relationships, exceptional written communications, and a core knowledge base about issues related to climate change, air quality, energy security, and transportation policy.
As the Event Program & Project Coordinator, this individual will be central to helping GNA remain at the forefront of industry trends, maintaining and growing connections with industry leaders, and developing new business opportunities. Having the ability to quickly absorb new information and provide feedback that will support GNA's business growth and the ability to represent GNA well to a diverse audience is vital.
The ideal candidate is an extremely organized individual with a passion for advanced clean tech and experience managing complex projects with multiple stakeholders.This position would ideally be in our Santa Monica, California office (hybrid schedule of three days in office, two days remote), but we are willing to consider a fully remote role for the right candidate.
Primary responsibilities of this position include:
Event Content/Programming:
Work with GNA's various teams (Technical, Programs, and Creative) to brainstorm session ideas.
Independently research and generate session ideas, topics, and speakers.
Support agenda and content development, including drafting of agenda program and session descriptions.
Mange speaker research and maintenance of the database of relevant speaker and session ideas.
Manage and oversee speaker invitations and confirmations, as well as relationships with speakers leading up to the show.
Oversee management of abstract submissions for events. Review and recommend same for possible speaking slots.
Oversee and track receipt of speaker bios and headshots.
Manage speaker presentation and collection process, and ensure presentations are received formatted and uploaded in a timely manner.
Serve as an onsite liaison/handler for VIP speakers and panelists
Oversee event program/agenda wrap-up process including speaker "thank-yous", speaker information in Eloqua database, speaker headshots and bios saved in the shared drive, final agenda, schedule and presentations online.
Analyze post-event metrics and feedback; incorporate analysis into next year's agenda
Maintain awareness of the competitive event landscape, including tracking event dates/locations, session topics, speakers, sponsors; and exhibitors; attend competitor events, as appropriate
Collateral Development
Work with marketing team to populate content for email marketing campaigns
Oversee development and distribution of speaker support materials.
Oversee scheduling of and run pre-conference speaker panel calls.
Develop content for all conference materials, including the Agenda Preview, Conference Program, Agenda At-A-Glance, Event Preview, Event Summary, and other documents, and ensure all documents are accurate and updated with speaker and agenda details in a timely manner.
Create publication-quality and client-ready written reports, correspondence, presentations, and other communications that clearly and concisely summarize project goals, accomplishments and recommendations in the most compelling manner for the appropriate audience.
Event Logistics
Work with logistics team to identify and plan for onsite room and speaker needs.
Assist with, research, and identify technical tours for key events and workshops.
Work with logistics team to finalize speaker travel and reimbursement, as needed.
Work with logistics team to finalize on-site A/V and room set needs
Project Management
Lead event programming teams, and identify, assign, and track action items across the company to achieve event programming goals.
Monitor and deliver on contract deliverables, including promised results, budgets, and reports.
Gather/analyze data and provide monthly reports to accounting, clients, and internal staff.
Client and Industry Relations:
Professionally interact with industry contacts and clients on a regular basis while working to understand their business needs
Be responsive and proactive in responding to all requests, concerns, needs, and communications.
Provide consistent and well-prepared status reports on deliverables
Manage and address unexpected developments with discretion and with a long-term eye on maintaining GNA's reputation and value
Develop and implement strategies to communicate the objective of projects to diverse audiences, including business, government, non-profit organizations, and community groups.
Interface directly with a variety of contacts in to gather information for various projects.
Minimum Qualifications:
3-5 years of large, complex project management responsibility
3+ years of direct experience in energy efficiency, clean energy, and/or clean transportation industries or policy, including a working knowledge of technology, public policy, agencies, public funding, and trends, strongly preferred
Experience managing staff and public agency contracts is a plus
Experience developing educational events, conferences, and tradeshow is a major plus
Strong interpersonal skills; high degree of responsibility, initiative, and professionalism
Exceptionally strong organizational, planning, communication, and writing skills
"Can-do" attitude and a willingness to learn
Proficient in the Microsoft Office Suite
Ability to travel up to 15% as necessary to exhibitions.
Compensation & Benefits:
This full-time, staff position offers an annual salary, as well as a full benefits package, including medical, dental, vision, life, and long-term disability insurance on day one. We also offer 401(k) plans and performance-based bonus opportunities.
GNA is an equal opportunity employer. We are pleased to consider all qualified applicants without regard to race, color, sex (including sexual or gender identity), religion, national origin, ancestry, sexual orientation, age, marital or veteran status, genetic information, physical or mental disability, medical condition, or any other legally protected status.
No Agencies, please. No Sponsorship. EOE.
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[KIT-list] HR Manager, paid fellowship (Los Angeles, CA)
If you are interested in this role, please contact:
Los Angeles Program Director, Judy Bamberger at jbamberger@encore.org.
You are welcome to share this with a friend or colleague!
Encore Fellowships provide paid, transitional engagements in non-profit organizations, for those typically 50+ and considering retirement, with 20+ years experience, who wish to move to the social impact sector for their second act. Fellowships include a $25,000 stipend for 1000 hours of work, typically part-time for a year, education on the sector, and networking with a cohort of peers.
Youth Mentoring Connection (YMC) awakens at-risk youth to their power, unique gifts and
purpose by matching them with caring adult mentors and placing that "match" within a
structured group dynamic that provides the resources youth need to reach productive, conscious
adulthood.
An Encore Fellow for Human Resources is needed:
Primary Role and Responsibilities
Youth Mentoring seeks an Encore Fellow to oversee all aspects of Human Resources. The
organization has grown, and seeks to bring more focus and expertise to their systems with the
intent of improving their processes and outcomes. This role will be a combination of strategy
and hands-on tasks.
Responsibilities will include:
• Oversee recruitment, onboard and offboarding
• Manage learning/development and evaluation of employees
• Devise reward strategies and conduct wage surveys
• Update HR policy handbook as needed
• Perform other duties as assigned
Encore Fellow Development: Key Skills Requirements
Key skills requirements include:
• Successful track record (25 years+) in HR
• Familiarity with employment laws and regulations
• Experience in implementing strategic and organizational plans
• Excellent communication skills
• A creative mindset and ability to generate new idea
• Accustomed to prioritizing, executing, and achieving results in lean environments;
always ready to engage and lend a hand where needed
• Thrives in a collaborative environment
• A belief in the mission of Youth Mentoring
If you are interested in this role or know someone who fits these requirements, please contact
Judy Bamberger, Los Angeles Encore Fellow Program Director at jbamberger@encore.org. For
more information about Encore Fellows program visit: https://encore.org/fellowships/
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[KIT-list] Senior Accountant, Encore Paid Fellowship (Los Angeles, CA)
If you are interested in this role, please direct your responses to:
Los Angeles Program Director Judy Bamberger at jbamberger@encore.org if you or someone you know is interested.
You are welcome to share this with a friend or colleague!
Encore Fellowships match seasoned professionals, typically with 20+ years experience and approaching or in retirement, with social impact organizations that need their skills. Fellowships come with a $25,000 stipend for 1000 hours work, education and networking.
The YWCA Greater Los Angeles (YWCAGLA) is a social justice organization with a long-standing
tradition of advocating for gender and racial equality. They are dedicated to eliminating racism,
empowering women and promoting peace, justice, freedom, and dignity for all.
Encore Fellow Senior Accountant: Primary Role and Responsibilities
YWCAGLA seeks an Encore Fellow to serve as a Senior Accountant. The organization has grown
and seeks to bring more focus and expertise to their systems with the intent of improving their
processes and outcomes.
Working with the Director of Finance, the Senior Accountant invoices grants and other contracts,
updates cash flow projections, prepares monthly account analyses, journal entries and
reconciliations and assists in the preparation of annual financial and compliance audits.
There is an opportunity to work with program staff when questions arise from monthly financial
statements. If running reports is a strength, they will incorporate this as part of your duties.
Encore Fellow Development: Key Skills Requirements
If you enjoy detailed work and reconciling numbers, you will enjoy this Fellowship.
Key skills requirements include:
hey
• Successful track record (25 years+) in Finance/Accounting
• Experience in implementing strategic and organizational plans
• Excellent communication skills
• A creative mindset and ability to generate new idea
• Accustomed to prioritizing, executing, and achieving results in lean environments;
always ready to engage and lend a hand where needed
• Thrives in a collaborative environment
• A belief in the mission of YWCAGLA
This role will be a combination of remote and in-person (Downtown LA)
If you are interested in this role or know someone who fits these requirements, please contact
Judy Bamberger, Los Angeles Encore Fellow Program Director at jbamberger@encore.org. For
more information about Encore Fellows program visit: https://encore.org/fellowships/
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[KIT-list] Senior Accountant, Encore Paid Fellowship (Los Angeles, CA)
If you are interested in this role, please direct your responses to:
Los Angeles Program Director, Judy Bamberger at jbamberger@encore.org.
You are welcome to share this with a friend or colleague!
Encore Fellowships match seasoned professionals, typically with 20+ years experience and approaching or in retirement, with social impact organizations that need their skills. Fellowships come with a $25,000 stipend for 1000 hours work, education and networking.
The YWCA Greater Los Angeles (YWCAGLA) is a social justice organization with a long-standing
tradition of advocating for gender and racial equality. They are dedicated to eliminating racism,
empowering women and promoting peace, justice, freedom, and dignity for all.
Encore Fellow Senior Accountant: Primary Role and Responsibilities
YWCAGLA seeks an Encore Fellow to serve as a Senior Accountant. The organization has grown
and seeks to bring more focus and expertise to their systems with the intent of improving their
processes and outcomes.
Working with the Director of Finance, the Senior Accountant invoices grants and other contracts,
updates cash flow projections, prepares monthly account analyses, journal entries and
reconciliations and assists in the preparation of annual financial and compliance audits.
There is an opportunity to work with program staff when questions arise from monthly financial
statements. If running reports is a strength, they will incorporate this as part of your duties.
Encore Fellow Development: Key Skills Requirements
If you enjoy detailed work and reconciling numbers, you will enjoy this Fellowship.
Key skills requirements include:
hey
• Successful track record (25 years+) in Finance/Accounting
• Experience in implementing strategic and organizational plans
• Excellent communication skills
• A creative mindset and ability to generate new idea
• Accustomed to prioritizing, executing, and achieving results in lean environments;
always ready to engage and lend a hand where needed
• Thrives in a collaborative environment
• A belief in the mission of YWCAGLA
This role will be a combination of remote and in-person (Downtown LA)
If you are interested in this role or know someone who fits these requirements, please contact
Judy Bamberger, Los Angeles Encore Fellow Program Director at jbamberger@encore.org. For
more information about Encore Fellows program visit: https://encore.org/fellowships/
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Posted by V.Senthil kumar 0 comments
[KIT-list] Encore Paid Fellowship, HR Manage (Los Angeles, CA)
If you are interested in this role, please direct your responses to:
Los Angeles Program Director, Judy Bamberger at jbamberger@encore.org
You are welcome to share this with a friend or colleague!
Encore Fellowships provide paid, transitional engagements in non-profit organizations, for those typically 50+ and considering retirement, with 20+ years experience, who wish to move to the social impact sector for their second act. Fellowships include a $25,000 stipend for 1000 hours of work, typically part-time for a year, education on the sector, and networking with a cohort of peers.
Youth Mentoring Connection (YMC) awakens at-risk youth to their power, unique gifts and
purpose by matching them with caring adult mentors and placing that "match" within a
structured group dynamic that provides the resources youth need to reach productive, conscious
adulthood.
An Encore Fellow for Human Resources is needed:
Primary Role and Responsibilities
Youth Mentoring seeks an Encore Fellow to oversee all aspects of Human Resources. The
organization has grown, and seeks to bring more focus and expertise to their systems with the
intent of improving their processes and outcomes. This role will be a combination of strategy
and hands-on tasks.
Responsibilities will include:
• Oversee recruitment, onboard and offboarding
• Manage learning/development and evaluation of employees
• Devise reward strategies and conduct wage surveys
• Update HR policy handbook as needed
• Perform other duties as assigned
Encore Fellow Development: Key Skills Requirements
Key skills requirements include:
• Successful track record (25 years+) in HR
• Familiarity with employment laws and regulations
• Experience in implementing strategic and organizational plans
• Excellent communication skills
• A creative mindset and ability to generate new idea
• Accustomed to prioritizing, executing, and achieving results in lean environments;
always ready to engage and lend a hand where needed
• Thrives in a collaborative environment
• A belief in the mission of Youth Mentoring
If you are interested in this role or know someone who fits these requirements, please contact
Judy Bamberger, Los Angeles Encore Fellow Program Director at jbamberger@encore.org. For
more information about Encore Fellows program visit: https://encore.org/fellowships/
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Posted by V.Senthil kumar 0 comments
[KIT-list] Customer Service Associate (Walnut Creek, CA)
If you are interested in this role, please direct your responses to: CoitFinancialJobs@gmail.com
You are welcome to share this with a friend or colleague!
Coit Financial Group - Client Services Associate
If interested, please send resume and cover letter to Sandy Preto at CoitFinancialJobs@gmail.com with your desired salary and availability to start. Coit Financial Group is an equal-opportunity employer.
Are you a client services guru with a passion for the real estate investment sector? Then Coit Financial Group (CFG) in Walnut Creek could be the place for you! We are a successful investment firm that works with high-net-worth individuals who love large-scale real estate investments. In partnership with Sequoia Equities, a privately held real estate investment management firm, we have grown to over $4.2 billion in multifamily community investments across the West Coast.
CFG values exceptional customer service. We believe that delivering high-level customer service is based primarily on a positive attitude. As a result, we seek to hire professionals who possess a great attitude and an outstanding track record in client services. In addition, you must have excellent financial (math) skills since that's the foundation of our business and growth. We believe in offering a rewarding and personally fulfilling career that supports a work-life balance.
Job Summary:
The Client Service Associate is often the first person with whom our clients communicate, either in person or when calling the office. This position is responsible for determining how to best assist clients and ensure that solutions are provided in a timely and professional manner. This role entails a wide variety of tasks and responsibilities including customer service, administration, operations, and analytics.
These five pillars act as a source of inspiration to help guide our team in their daily work:
-Always Be Ready
-Win Hearts & Fans
-Do The Right Thing
-Change The Game
-Crush It!
This is full-time, salaried position, onsite in Walnut Creek, that includes benefits and an annual, fully vested, pension contribution.
Duties and Responsibilities:
-Deliver exceptional client service – interface with long-term clients, monitor client requests, troubleshoot problems, and ensure all tasks are completed - timely response is critical
-"Capital Raises" – when we are focused on raising money for a real estate investment project, this will be our number 1 focus! Prepare 1 pagers for all new investment offerings, track investments for each "raise", work closely with all stakeholders, etc.
-Client meeting support – schedule meetings, prepare materials, and follow up with clients after meetings
-Administration and analytics - Set up new accounts, submit and follow up on sensitive, necessary paperwork end-to-end, perform daily investment portfolio updates, being compliant at all levels
-Manage client information – prepare client valuation reports and investor letters (using Excel, Word, and/or client portal), regularly update client files and CRM
-Marketing support – update and maintain marketing materials, including digital and social media platforms, and planning client events and seminars
-Office management – maintain office equipment and supplies, handle mail & shipping, catering, etc.
-Additional duties as requested
Skills and Qualifications:
-5+ years of customer service experience in the financial and/or securities sectors
-A project management mindset who can efficiently manage multiple and competing priorities with keen reasoning and logic
-Proven track record for being incredibly organized, detail oriented, and always follows through
-Experienced team player who can interact well with high-net-worth clients and all levels of the firm
-Ability to work successfully in a small, "start-up feeling" company environment
-Proactive personality who is flexible, nimble, and can make quick and intelligent decisions
-Excellent customer service skills – great with people, personable, warm, and engaging
-A natural, hardworking, and independent thinker with confidence to ask questions and is eager to learn
-Proficiency in Excel, Word, Gmail, Google Docs, Docusign, and CRM software (preferably Salesforce/SFDC)
-Series 7 license, but not required
-Securities background
BA or BS degree in business, marketing, finance, or similar
If interested, please send resume and cover letter to Sandy Preto at CoitFinancialJobs@gmail.com with your desired salary and availability to start. Coit Financial Group is an equal-opportunity employer.
No outside recruiters please.
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Posted by V.Senthil kumar 0 comments
[KIT-list] Customer Service Associate (Walnut Creek, CA)
If you are interested in this role, please direct your responses to: CoitFinancialJobs@gmail.com
You are welcome to share this with a friend or colleague!
Coit Financial Group - Client Services Associate
If interested, please send resume and cover letter to Sandy Preto at CoitFinancialJobs@gmail.com with your desired salary and availability to start. Coit Financial Group is an equal-opportunity employer.
Are you a client services guru with a passion for the real estate investment sector? Then Coit Financial Group (CFG) in Walnut Creek could be the place for you! We are a successful investment firm that works with high-net-worth individuals who love large-scale real estate investments. In partnership with Sequoia Equities, a privately held real estate investment management firm, we have grown to over $4.2 billion in multifamily community investments across the West Coast.
CFG values exceptional customer service. We believe that delivering high-level customer service is based primarily on a positive attitude. As a result, we seek to hire professionals who possess a great attitude and an outstanding track record in client services. In addition, you must have excellent financial (math) skills since that's the foundation of our business and growth. We believe in offering a rewarding and personally fulfilling career that supports a work-life balance.
Job Summary:
The Client Service Associate is often the first person with whom our clients communicate, either in person or when calling the office. This position is responsible for determining how to best assist clients and ensure that solutions are provided in a timely and professional manner. This role entails a wide variety of tasks and responsibilities including customer service, administration, operations, and analytics.
These five pillars act as a source of inspiration to help guide our team in their daily work:
-Always Be Ready
-Win Hearts & Fans
-Do The Right Thing
-Change The Game
-Crush It!
This is full-time, salaried position, onsite in Walnut Creek, that includes benefits and an annual, fully vested, pension contribution.
Duties and Responsibilities:
-Deliver exceptional client service – interface with long-term clients, monitor client requests, troubleshoot problems, and ensure all tasks are completed - timely response is critical
-"Capital Raises" – when we are focused on raising money for a real estate investment project, this will be our number 1 focus! Prepare 1 pagers for all new investment offerings, track investments for each "raise", work closely with all stakeholders, etc.
-Client meeting support – schedule meetings, prepare materials, and follow up with clients after meetings
-Administration and analytics - Set up new accounts, submit and follow up on sensitive, necessary paperwork end-to-end, perform daily investment portfolio updates, being compliant at all levels
-Manage client information – prepare client valuation reports and investor letters (using Excel, Word, and/or client portal), regularly update client files and CRM
-Marketing support – update and maintain marketing materials, including digital and social media platforms, and planning client events and seminars
-Office management – maintain office equipment and supplies, handle mail & shipping, catering, etc.
-Additional duties as requested
Skills and Qualifications:
-5+ years of customer service experience in the financial and/or securities sectors
-A project management mindset who can efficiently manage multiple and competing priorities with keen reasoning and logic
-Proven track record for being incredibly organized, detail oriented, and always follows through
-Experienced team player who can interact well with high-net-worth clients and all levels of the firm
-Ability to work successfully in a small, "start-up feeling" company environment
-Proactive personality who is flexible, nimble, and can make quick and intelligent decisions
-Excellent customer service skills – great with people, personable, warm, and engaging
-A natural, hardworking, and independent thinker with confidence to ask questions and is eager to learn
-Proficiency in Excel, Word, Gmail, Google Docs, Docusign, and CRM software (preferably Salesforce/SFDC)
-Series 7 license, but not required
-Securities background
BA or BS degree in business, marketing, finance, or similar
If interested, please send resume and cover letter to Sandy Preto at CoitFinancialJobs@gmail.com with your desired salary and availability to start. Coit Financial Group is an equal-opportunity employer.
No outside recruiters please.
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Posted by V.Senthil kumar 0 comments
