[KIT-list] Senior Accountant, Encore Paid Fellowship (Los Angeles, CA)

Thursday, May 05, 2022

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/


-=-=-=-=-=-=-=-=-=-=-=-
Groups.io Links: You receive all messages sent to this group.
View/Reply Online (#633): https://groups.io/g/KIT-List/message/633
Mute This Topic: https://groups.io/mt/90896394/5526895
-=-=-
NOTE: You are receiving this email because you have signed up for the KIT List. To unsubscribe, just send an email to KIT-List+unsubscribe@groups.io

If you'd like to post a job, or tell a friend how to join, just go to our website at www.KITlistl.org.
-=-=-
Group Owner: KIT-List+owner@groups.io
Unsubscribe: https://groups.io/g/KIT-List/leave/9530529/5526895/2049197017/xyzzy [coolgallerys001.software@blogger.com]
-=-=-=-=-=-=-=-=-=-=-=-

[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/


-=-=-=-=-=-=-=-=-=-=-=-
Groups.io Links: You receive all messages sent to this group.
View/Reply Online (#632): https://groups.io/g/KIT-List/message/632
Mute This Topic: https://groups.io/mt/90896376/5526895
-=-=-
NOTE: You are receiving this email because you have signed up for the KIT List. To unsubscribe, just send an email to KIT-List+unsubscribe@groups.io

If you'd like to post a job, or tell a friend how to join, just go to our website at www.KITlistl.org.
-=-=-
Group Owner: KIT-List+owner@groups.io
Unsubscribe: https://groups.io/g/KIT-List/leave/9530529/5526895/2049197017/xyzzy [coolgallerys001.software@blogger.com]
-=-=-=-=-=-=-=-=-=-=-=-

[KIT-list] Customer Service Associate (Walnut Creek, CA)

Wednesday, May 04, 2022

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.



-=-=-=-=-=-=-=-=-=-=-=-
Groups.io Links: You receive all messages sent to this group.
View/Reply Online (#631): https://groups.io/g/KIT-List/message/631
Mute This Topic: https://groups.io/mt/90875295/5526895
-=-=-
NOTE: You are receiving this email because you have signed up for the KIT List. To unsubscribe, just send an email to KIT-List+unsubscribe@groups.io

If you'd like to post a job, or tell a friend how to join, just go to our website at www.KITlistl.org.
-=-=-
Group Owner: KIT-List+owner@groups.io
Unsubscribe: https://groups.io/g/KIT-List/leave/9530529/5526895/2049197017/xyzzy [coolgallerys001.software@blogger.com]
-=-=-=-=-=-=-=-=-=-=-=-