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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Archives
- ► 2021 (412)
[KIT-list] Marketing Director -- Encore Paid Fellowship (Silicon Valley, CA)
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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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 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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Posted by V.Senthil kumar 0 comments
