If you are interested in this role, please direct your responses to:
Contact Sally Carl, Director, Silicon Valley Program, Encore Fellowships at scarl@encore.org.
You are welcome to share this with a friend or colleague!
You are a seasoned professional with a minimum of 20+ years of experience, who is retired or in transition. You want to continue to work and want to do something with meaning. You may be ready for a second act for the greater good.
Encore Fellowships are structured programs that place highly-skilled, experienced professionals into social-purpose organizations, where they help nonprofits build capacity, and ultimately, have a greater impact on their communities. Fellows commit to 1,000 hours of work over 6 to 12 months. They are paid a stipend of $25,000 and are integrated into the nonprofit's leadership team.
Nonprofit focused on music education for children.
Virtual — open to candidates anywhere in the U.S.
Software Designer
Summary:
Redesign back-end delivery technology for nonprofit. Design database applications and integration with existing tools. Provide design process and framework for future enhancements and designs.
Skills:
Experience designing software applications and best practices
Database and Python knowledge
Ability to work independently and teach others
For more information about Encore Fellows program visit: https://encore.org/fellowships/
Job Type: Part-time
Pay: $25,000.00 per year
COVID-19 considerations:
Remote work
Contact Sally Carl at scarl@encore.org with resume.
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Archives
- ► 2021 (412)
[KIT-list] Encore Fellowship, Software Developer (Remote, CA)
Posted by V.Senthil kumar 0 comments
[KIT-list] Client Service Associate (Lafayette, CA)
If you are interested in this role, please direct your responses to: eric@concentric-wealth.com
You are welcome to share this with a friend or colleague!
Client Service Associate
Status: Full-time
Start Date: September 2022
We are currently seeking to add another exceptional employee to our East Bay team.
We believe that the ability to deliver exceptional service is based heavily upon attitude. As a result, we seek to hire professionals with a positive attitude and an outstanding track record in client service.
What We Are Offering:
A rewarding and personally fulfilling career with a work-life balance
An opportunity to learn, expand responsibilities, develop professionally, and advance in your career path
A chance to roll up your sleeves and start working with real live clients and collaborate with all members of our professional team on a variety of tasks
What You Will Get to Do:
Learn, grow and advance
Build expertise in all aspects of financial planning including investments, income tax, retirement, social security, insurance, and estate planning
Interact with clients, respond to client questions, troubleshoot problems, and deliver exceptional service
Schedule and support client meetings, prepare materials and follow up with clients to ensure tasks are completed
Engage with new clients, onboard new accounts, execute asset transfers and monitor client progress toward their financial goals
Learn investment software programs
Participate in the investment portfolio management process from research to implementation
What You Bring to the Job:
The Client Service Associate position typically requires the following qualifications:
Client first attitude
Desire to help clients reach their financial goals
Excellent written and verbal communication skills
Must be organized, meticulous, and detail-oriented
Ability to work successfully in a small company environment
Proficiency in Word, Excel, PowerPoint and Outlook
Interest in pursuing the CFP designation
Experience in either customer service or the financial services industry is a plus
Salary and Benefits Package
Compensation consists of a competitive base salary, plus individual incentive bonus and company incentive bonus
Full health insurance coverage for employee
Immediate participation in our 401(k) plan with dollar-for-dollar employer matching up to 4% of compensation
Paid CFP certification dues and FPA membership
Financial support for professional certification, continuing education requirements, and conferences
Concentric appreciates the value of a balanced life
Applications
Qualified applicants should submit a cover letter and their resume to Concentric Wealth Management at Careers@Concentric-Wealth.com.
Concentric Wealth Management is an Equal Opportunity Employer
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Posted by V.Senthil kumar 0 comments
[KIT-list] Client Service Associate (Lafayette, CA)
If you are interested in this role, please direct your responses to: eric@concentric-wealth.com
You are welcome to share this with a friend or colleague!
Client Service Associate
Status: Full-time
Start Date: September 2022
We are currently seeking to add another exceptional employee to our East Bay team.
We believe that the ability to deliver exceptional service is based heavily upon attitude. As a result, we seek to hire professionals with a positive attitude and an outstanding track record in client service.
What We Are Offering:
A rewarding and personally fulfilling career with a work-life balance
An opportunity to learn, expand responsibilities, develop professionally, and advance in your career path
A chance to roll up your sleeves and start working with real live clients and collaborate with all members of our professional team on a variety of tasks
What You Will Get to Do:
Learn, grow and advance
Build expertise in all aspects of financial planning including investments, income tax, retirement, social security, insurance, and estate planning
Interact with clients, respond to client questions, troubleshoot problems, and deliver exceptional service
Schedule and support client meetings, prepare materials and follow up with clients to ensure tasks are completed
Engage with new clients, onboard new accounts, execute asset transfers and monitor client progress toward their financial goals
Learn investment software programs
Participate in the investment portfolio management process from research to implementation
What You Bring to the Job:
The Client Service Associate position typically requires the following qualifications:
Client first attitude
Desire to help clients reach their financial goals
Excellent written and verbal communication skills
Must be organized, meticulous, and detail-oriented
Ability to work successfully in a small company environment
Proficiency in Word, Excel, PowerPoint and Outlook
Interest in pursuing the CFP designation
Experience in either customer service or the financial services industry is a plus
Salary and Benefits Package
Compensation consists of a competitive base salary, plus individual incentive bonus and company incentive bonus
Full health insurance coverage for employee
Immediate participation in our 401(k) plan with dollar-for-dollar employer matching up to 4% of compensation
Paid CFP certification dues and FPA membership
Financial support for professional certification, continuing education requirements, and conferences
Concentric appreciates the value of a balanced life
Applications
Qualified applicants should submit a cover letter and their resume to Concentric Wealth Management at Careers@Concentric-Wealth.com.
Concentric Wealth Management is an Equal Opportunity Employer
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Posted by V.Senthil kumar 0 comments
