Brown Brown, PC Jobs in Usa

City of Kirkland

$34.30 - $40.35 Hourly

Kirkland, WA

Seasonal

202100704

Parks & Community Services - Rec. Services Supervisor

12/29/2025

Continuous

Non-Exempt

N/A

Note: This is an On-Call position that is not eligible for benefits.

Being an on-call employee means that your work schedule is not guaranteed, hours worked could range from 0 - 40 hours a week, depending on office needs. All hours worked are subject to Department of Retirement Services and Affordable Care Act reporting requirements. More information will be shared during the interview, and we encourage questions about the program.

Job Summary

The program assistant supports and assists with programs, facilities, services, and events within Parks and Community Services (PCS) and serves as a primary customer service agent.

This assignment is for a seasonal, ongoing, non-benefited on-call program assistant, to support year-round community building events including Lunar New Year, Dia de Los Muertos, Outdoor Summer Movie Series, Celebrate Kirkland July 4th Parade, Harvest Festival, and many other events hosted by PCS, plus the LED screen rental program. This position is anticipated to begin in February and be ongoing with hours varying, usually 15- 40 hours per week depending on need and is not to exceed 1040 hours per year. Most work will be done Monday-Friday at Kirkland City Hall, with occasional weekend or evening shifts primarily for events. The on-call program assistant must be available to work July 4 and the days immediately preceding and following the holiday.

The ideal candidate possesses a strong work ethic, the capacity to prioritize tasks and work on a variety of projects with competing deadlines. Candidates should have the ability to be adaptable to new situations, ideas, and challenges and must be able to take initiative and work proactively. Must be self-motivated and work well as part of a supportive team.

This position will work closely with the Community Building Events team to help plan and carry out multiple events. Primary tasks include purchasing, vendor and parade entry support, volunteer recruitment and record keeping, marketing and outreach support, LED screen operation and other administrative functions.

The on-call program assistant is the primary contact for vendors, contractors, and volunteers to ensure logistical needs as well as contract terms and conditions are met.

The program assistant also serves as the on-site liaison for several events, facilitating the delivery and set-up of event equipment such as tables, chairs, pop-up canopies, marketing materials, audio-visual equipment and other supplies.

Job open until filled. Priority consideration will be given to candidates who apply before Friday, January 23

Distinguishing Characteristics: This is the entry-level classification in the Parks and Community Services (PCS) program series. The incumbent follows routine procedures and guidelines in the application of prescribed duties and works under close supervision with work frequently reviewed by a superior. This classification is distinguished from the Program Coordinator in that the latter performs more complex technical duties and responsible program coordination requiring a higher level of knowledge and skill.

Essential Functions: Essential functions, as defined under the Americans with Disabilities Act, may include any of the following representative duties, knowledge, and skills. This is not a comprehensive listing of all functions and duties performed by incumbents of this class; employees may be assigned duties which are not listed below; reasonable accommodations will be made as required. The job description does not constitute an employment agreement and is subject to change at any time by the employer. Essential duties and responsibilities may include, but are not limited to, the following:

• Provides information and responds to inquiries. Staffs front office and provides customer service to participants, staff, and the general public.
• Performs registration procedures to include: enrolling in classes, accepting and receipting payments, maintaining wait lists, performing transfers, issuing class adjustments, program scholarships, compiling daily system totals and reconciliation for daily receipts of cash, check and credit card payments.
• Maintains and organizes supplies and equipment, purchases, and inventory materials, reconciles payments, p-card statements, contracts and billing.
• Responsible for facility rentals, including calculating and processing payments, deposits, refunds, scheduling and overseeing rental staff.
• Assists with data collection, reports, recordkeeping, expense, and revenue tracking, evaluating programs, new participant outreach, and quality assurance.
• Provides administrative support for Munis, TRIM, AdobeSign, Lucity, and similar programs including creating, entering, and processing contracts and agreements.
• Coordinates training and scheduling of staff, volunteers, and interns; provides emergency backup staffing as needed.
• Creates and maintains instructor contracts and enters into the City's record management software. Coordinates the processing of contracts.
• Assists with the organization and production of department events (i.e. Green Kirkland Program, community building events, etc.).
• Assists with publicizing and promoting programs, program brochure preparation, and maintaining City webpages.
• Inventories, purchases, maintains, and organizes program supplies and equipment.

Peripheral Duties:

• Performs functions as assigned in the City's emergency response plan in the event of an emergency.

• Must have strong oral and written communication skills, the ability to work effectively with the staff, volunteers, and the public, and manage multiple tasks.
• Ability to communicate clearly both verbally and in writing, in person and on the telephone.
• Computer skills, e.g. Microsoft Office, fax, copy machine, calculator, and multi-line telephone system.
• Knowledge of registration software preferred.
• Knowledge of basic office procedures.
• Skilled in Microsoft Word, Excel and Publisher software.
• Knowledge of basic mathematics and bookkeeping principles.
• Skilled in receiving and receipting payments.
• Knowledge of customer service practices.
• Experience working with volunteers and the public
• Flexibility; gets along with people of all ages and abilities, adapts to changing work assignments.

Minimum Qualifications:

• Education: High School Graduate or G.E.D.
• Experience: 2 years of customer service. 1 year administrative support experience working in recreation, environmental, social, leisure, or education services. 6 months of experience working with volunteers, youth, or older adults.
• Or: In place of the above requirements, the incumbent may possess any combination of relevant education and experience which would demonstrate the individual's knowledge, skill, and ability to proficiently perform the essential duties and responsibilities listed above.

Licenses and Other Requirements:

• Must possess a valid Washington State driver's license.
• Must possess or obtain CPR/First Aid certification within 6 months of hire.
• 2 years of cashiering or bookkeeping experience preferred.

Physical Demands and Working Environment:

Work is performed primarily in an office or community center setting and outdoors. Must be able to sit or stand for long periods of time. At times work will be a combination of indoor office environment and outdoors in all types of weather conditions. May be required to work nights, weekends, and holidays. Must be able to lift and carry 50 pounds.

Selection Process

Candidates are encouraged to apply as soon as possible. To be considered as a candidate for this position, you must submit with your application:

• Cover letter (letter of interest)
• Resume
• Responses to the supplemental questions

In your cover letter, please note how you meet the minimum qualifications.

Applicants who are selected for next steps in the hiring process will be invited by phone or email. Job open until filled with a first review date by 15th day of original post.

The City of Kirkland is a welcoming community where every person can thrive and grow. We value diversity, inclusion, belonging, and work together to support our community. We do this by solving problems, focusing on the customer, and respecting all people who come into the City whether to visit, live, or work. As an Equal Opportunity Employer, we are committed to creating a workforce that does not discriminate on the basis of race, sex, age, color, sexual orientation, religion, national origin, marital status, genetic information, veteran status, disability, or any other basis prohibited by federal, state or local law. We encourage qualified applicants of all backgrounds and identities to apply to our job postings. Persons with a disability who need reasonable accommodations in the application or testing process, or those needing this announcement in an alternative format, may call or Telecommunications Device for the Deaf .

This position is not eligible for benefits.

City of Kirkland

$34.30 - $40.35 Hourly

Kirkland, WA

Seasonal

202100707

Parks & Community Services - Rec. Services Supervisor

01/07/2026

Continuous

Non-Exempt

N/A

Note: This is an On-Call position that is not eligible for benefits.

Being an on-call employee means that your work schedule is not guaranteed, hours worked could range from 0 - 40 hours a week, depending on office needs. All hours worked are subject to Department of Retirement Services and Affordable Care Act reporting requirements. More information will be shared during the interview, and we encourage questions about the program.

SUMMARY:

The program assistant supports and assists with programs, facilities, services, and events within Parks and Community Services (PCS) and serves as a primary customer service agent.

This assignment is for a seasonal, temporary, non-benefited on-call program assistant, to support Kirkland's 4th of July Parade Celebrate Kirkland, hosted by PCS. This seasonal position is anticipated to begin in April and last through July or August, with up to 40 hours of work per week during that time. Most work will be done Monday-Friday at Kirkland City Hall, with occasional weekend or evening shifts. The on-call program assistant must be available to work July 4 and the days immediately preceding and following the holiday.

The ideal candidate possesses a strong work ethic, the capacity to prioritize tasks and work on a variety of projects with competing deadlines. Candidates should have the ability to be adaptable to new situations, ideas, and challenges and must be able to take initiative and work proactively. Must be self-motivated and work well as part of a supportive team.

This position will work closely with the Celebrate Kirkland team to help plan and carry out the event. Primary tasks include purchasing, vendor and parade entry support, volunteer recruitment and record keeping, marketing and outreach support, and other administrative functions.

The on-call program assistant is the primary contact for vendors, contractors, and volunteers to ensure logistical needs as well as contract terms and conditions are met.

The program assistant also serves as the on-site liaison for several events, facilitating the delivery and set-up of event equipment such as tables, chairs, pop-up canopies, marketing materials, audio-visual equipment and other supplies.

Job open until filled. Priority consideration will be given to candidates who apply before Monday, March 2.

Distinguishing Characteristics: This is the entry-level classification in the Parks and Community Services (PCS) Program series. The incumbent follows routine procedures and guidelines in the application of prescribed duties and works under close supervision with work frequently reviewed by a superior. This classification is distinguished from the Program Coordinator in that the latter performs more complex technical duties and responsible program coordination requiring a higher level of knowledge and skill.

Essential Functions: Essential functions, as defined under the Americans with Disabilities Act, may include any of the following representative duties, knowledge, and skills. This is not a comprehensive listing of all functions and duties performed by incumbents of this class; employees may be assigned duties which are not listed below; reasonable accommodations will be made as required. The job description does not constitute an employment agreement and is subject to change at any time by the employer. Essential duties and responsibilities may include, but are not limited to, the following:

• Provides information and responds to inquiries. Staffs front office and provides customer service to participants, staff, and the general public.
• Performs registration procedures to include: enrolling in classes, accepting and receipting payments, maintaining wait lists, performing transfers, issuing class adjustments, program scholarships, compiling daily system totals and reconciliation for daily receipts of cash, check and credit card payments.
• Maintains and organizes supplies and equipment, purchases, and inventory materials, reconciles payments, p-card statements, contracts and billing.
• Responsible for facility rentals, including calculating and processing payments, deposits, refunds, scheduling and overseeing rental staff.
• Assists with data collection, reports, recordkeeping, expense, and revenue tracking, evaluating programs, new participant outreach, and quality assurance.
• Provides administrative support for Munis, TRIM, AdobeSign, Lucity, and similar programs including creating, entering, and processing contracts and agreements.
• Coordinates training and scheduling of staff, volunteers, and interns; provides emergency backup staffing as needed.
• Creates and maintains instructor contracts and enters into the City's record management software. Coordinates the processing of contracts.
• Assists with the organization and production of department events (i.e. Green Kirkland Program, community building events, etc.).
• Assists with publicizing and promoting programs, program brochure preparation, and maintaining City webpages.
• Inventories, purchases, maintains, and organizes program supplies and equipment.

Peripheral Duties:

• Performs functions as assigned in the City's emergency response plan in the event of an emergency.

Knowledge, Skills, and Abilities:

• Must have strong oral and written communication skills, the ability to work effectively with the staff, volunteers, and the public, and manage multiple tasks.
• Ability to communicate clearly both verbally and in writing, in person and on the telephone.
• Computer skills, e.g. Microsoft Office, fax, copy machine, calculator, and multi-line telephone system.
• Knowledge of registration software preferred.
• Knowledge of basic office procedures.
• Skilled in Microsoft Word, Excel and Publisher software.
• Knowledge of basic mathematics and bookkeeping principles.
• Skilled in receiving and receipting payments.
• Knowledge of customer service practices.
• Experience working with volunteers and the public
• Flexibility; gets along with people of all ages and abilities, adapts to changing work assignments.

Minimum Qualifications:

• Education: High School Graduate or G.E.D.
  1. Bachelor's Degree in Recreation or related field preferred
  2. Experience:
     1. 2 years of customer service.
     2. 1 year experience in an administrative support position
     3. 6 months of experience working in education, recreation, environmental, social or leisure services
• Or: In place of the above requirements, the incumbent may possess any combination of relevant education and experience which would demonstrate the individual's knowledge, skill, and ability to proficiently perform the essential duties and responsibilities listed above.

Licenses and Other Requirements:

• Must possess a valid Washington State driver's license.
• Must possess or obtain CPR/First Aid certification within 6 months of hire.
• 2 years of cashiering or bookkeeping experience preferred.

Work is performed primarily in an office or community center setting and outdoors. Must be able to sit or stand for long periods of time. At times work will be a combination of indoor office environment and outdoors in all types of weather conditions. May be required to work nights, weekends, and holidays. Must be able to lift and carry 50 pounds.

Selection Process

Candidates are encouraged to apply as soon as possible. To be considered as a candidate for this position, you must submit with your application:

• Cover letter (letter of interest)
• Resume
• Responses to the supplemental questions

In your cover letter, please note how you meet the minimum qualifications.

Applicants who are selected for next steps in the hiring process will be invited by phone or email. Job open until filled with a first review date by the 15th day of initial post.

The City of Kirkland is a welcoming community where every person can thrive and grow. We value diversity, inclusion, belonging, and work together to support our community. We do this by solving problems, focusing on the customer, and respecting all people who come into the City whether to visit, live, or work. As an Equal Opportunity Employer, we are committed to creating a workforce that does not discriminate on the basis of race, sex, age, color, sexual orientation, religion, national origin, marital status, genetic information, veteran status, disability, or any other basis prohibited by federal, state or local law. We encourage qualified applicants of all backgrounds and identities to apply to our job postings. Persons with a disability who need reasonable accommodations in the application or testing process, or those needing this announcement in an alternative format, may call or Telecommunications Device for the Deaf at 711.

Benefits

This position is not eligible for benefits.

*** THIS IS AN ONSITE POSITION, LOCATED IN ELMSFORD NY***

** WORK HOURS ARE 6:30am - 3:30pm **

About the Company

At Central, we are a family-owned wholesale distributor, dedicated to supporting green industry professionals with innovative solutions, in-stock inventory, expert knowledge, and a professional yet personal level of service. Committed to quality, reliability—and genuine partnership—we provide the best value, resources, and support needed for our customers to thrive in an ever-evolving industry. Our culture is built on a foundation of integrity, teamwork, and growth. We live our values by recognizing and rewarding hard work. And, we hold ourselves accountable to the highest standards of our employees, our families, and our customers—not corporate shareholders. As a team, we are dedicated to continuous learning, collaboration, and serving both our customers and industry. We foster a family-oriented environment that values results, encourages entrepreneurial spirit, and positions us as thought leaders in our field. We believe in transparency, embracing bold ideas, taking smart risks, and always digging deeper to drive innovation. We’re motivated, service-driven, and eager to grow, which enables us to thrive in our dynamic and rewarding industry! This is the Central Difference.

About the Role

You will be responsible to secure, maintain, and troubleshoot our computer networks so that our networks operate efficiently and meet business requirements.

Responsibilities

• Analyze, isolate and resolve network problems with minimal downtime.
• Work directly with communications providers to resolve outages.
• Provide ongoing daily support of calls coming through the helpdesk for day-to-day PC and network support from 60+ branches, external sales team, remote users and corporate office.
• Install, update, monitor and troubleshoot issues with networks, client computers, cellphones and peripherals.
• Update and Repair PC and laptops as needed.
• Computer installation and configuration.
• Maintains an inventory of equipment and parts as well as documentation of vendor activities.
• Interfaces with outsourced IT, phone and networking vendors as needed.
• Research and recommend innovative and where possible automated approaches for system administration tasks.
• Responsible for any other duties as may be assigned from time to time by supervisor.

Qualifications

Education and Work Experience:

• Minimum 5 year level I and II support in a business network environment
• AS or BS Degree in IT related major

Required Skills

• Router installation/configuration, switches, LAN topologies including IP Sec VPN Tunneling.
• Hardware Configuration: Familiar with laptop configuration and repair, PC maintenance and troubleshooting, upgrading hardware components, printer maintenance and configuration for the network. Installation and configuration of other peripherals as needed.
• Ability to independently analyze and solve routine computer related problems. Ability to read a variety of informational documentation, directions, instructions, methods and procedures, such as technical manuals, software manuals wiring diagrams, product documentation and related materials.
• Accuracy and attention to detail, must have organizational skills.
• Excellent customer service skills.
• Enjoys a fast-paced environment, with high sense of urgency in service level.
• Independent problem solver with troubleshooting, decision making and analytical skills.
• Requires limited supervision, self-motivated and self-starter.
• Flexibility and adaptability to handle competing work demands.
• Excellent verbal and written communication skills.
• Demonstrated ability to communicate to nontechnical audience on technical issues.
• Microsoft Active Directory experience.
• File Sharing and Permissions experience, including Sharepoint.
• Office 365 Administration experience a plus.
• Virtualized Environment experience a plus.

This position is classified as sedentary work. Duties may include:

• Exerting up to 25 pounds of force occasionally.
• Frequent or constant use of hands, wrists, and fingers for data entry and computer work.
• Close visual acuity for preparing and analyzing data, reading, and viewing a computer monitor.
• Repetitive motion associated with keyboard and mouse use.

Equal Opportunity Statement

The Company is committed to providing reasonable accommodations in accordance with the Americans with Disabilities Act (ADA) and applicable state laws. Qualified individuals with disabilities may request accommodations to perform the essential functions of this position. Requests will be evaluated on a case-by-case basis.

The Company is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind. Employment decisions are made without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, veteran status, or any other protected status under applicable federal, state, or local laws.

IT Field Operations Senior

Location: Longview,WA

The opportunity:

• As a member of Customer’s IT Field Operations Group, you will be responsible for providing end user application and hardware support, including PC workstations, printers/drivers, advanced network and telecom troubleshooting, server support and level II resolution of incident tickets while operating in a 24x7 manufacturing environment.
• You will provide advanced desk-side support, interfacing with a diverse user community in a variety of office, laboratory, and production equipment locations. This will include installation, maintenance, troubleshooting, support, and control of critical technology infrastructure.
• In addition to your technical role in support of the administrative offices and production facilities at the designated Customer location, you may also be called upon to provide support for other regional locations as needed.
• As a Field Operations resource, you will establish, communicate, and implement customer IT policies and standards to your team and local business partners.
• Work closely with the IT enterprise organizations, including the Service Desk, to ensure proper communication, escalation, and resolution of disruptions in the technology service delivery.

How you will impact Customer:

• Manage resource allocations and task assignments for local projects.
• Update of the support procedures as a document owner.
• Plan and participate in the mentoring of technicians to facilitate their development.
• Generate innovative recommendations and initiate technology change requests.
• Contribute in a project environment; both locally focused and enterprise-wide and may direct others during short projects.
• As the IT Field Operations Sr. you will serve as the primary site contact with other technology organizations and vendors and support the local business leadership team and users as the IT site representative.
• In addition, you will provide hands-on support for Microsoft Windows and Apple operating systems, smart phones, and wired/wireless network solutions.
• As the on-site 2nd-level support team you will be called on to perform analytical, technical, and administrative work to aid in the ongoing support of technology assets in the enterprise, including installing, maintaining, troubleshooting, supporting, and controlling critical business and IT infrastructure and applications.
• Engage with IT peers and teams from other sites to ensure adherence to standard processes.
• Work in an ITIL-compliant, service management environment, maintaining both personal and team SLA compliance.
• Troubleshoot complex hardware and software problems and create innovative solutions.
• Install common, standard, and complex software and hardware peripherals.
• Solid understanding of networking and the ability to utilize existing tools to test and troubleshoot network issues.
• Ability to perform wi-fi site surveys utilizing existing tools.
• Assist with end-user questions, problems, and training.
• Configure complex, third-party, networked, and site-specific applications.
• Configure and troubleshoot Windows and iOS computing endpoints (PCs Tablets, VMUs, kiosks).
• Configure and troubleshoot Android, iOS, Windows, and Chromium OS mobile devices.
• Work with technology assets including single-user and networked desktop and laptop clients; desktop and network printers, tablets, and vehicle-mounted devices, wired, wireless and telecom networks.
• Correct implementation of the company’s processes and support and maintain IT servers; network switches, cabling; process control clients; and other technology assets and solutions in the computer rooms as needed.
• Participate in an on-call duty roster with a weekly rotation of 24x7 coverage as required by business unit operations.
• Demonstrated ability to use problem management tool to research and document problem resolution.
• Serve as the primary IT site contact with local business leadership and other technology organizations as well as vendors.
• Manage local technology asset inventory.
• Provide guidance to local sites regarding IT asset acquisition and technology change requests using the tools provided.
• Provide routine support for audio-visual collaboration and video conference systems.
• Provide direct technical support and documentation to users at all levels of the organization (including VIP users).

What you need to succeed:

• Bachelor’s degree preferred but a technical school degree plus experience and technical certifications is acceptable with a minimum of 5 years’ experience working in a production IT manufacturing environment.
• Project management experience, training, or certification.
• Experience in managing a production-critical IT environment.
• Minimum 5 years proven PC/Windows experience.
• Minimum 2 years network and telecom support experience including moves adds and changes: cabling, general device, and connectivity troubleshooting; punch-downs; cross-connects.
• Excellent problem solving, dispute resolution and interpersonal skills.
• Strong understanding of IT service management framework and a respect for the ITIL Management Framework.
• Must have advanced experience configuring and troubleshooting personal computers, including all aspects of hardware and software support in a Windows operating system environment.
• Network related discipline or certifications are a plus.
• Knowledge of Microsoft Office365, including Teams, Word, Excel, Outlook, and PowerPoint.
• Knowledge of Microsoft Support Tools, SCCM, WSUS and Active Directory concepts.
• Excellent skills in written/oral communications, including group facilitation, presentation, and communicating across entire spectrum of an organization.
• Ability to proactively engage and communicate with all IT functional areas while ensuring alignment with local applications, Process Control Network (PCN) and business systems.
• The position requires frequent lifting of equipment. Must be able to lift 50 pounds.
• Must be willing to travel (locally and domestically) and have a valid driver’s license.

• No supervision or supervisory experience required
• Certification not required
• No rotating shifts, no on-call, overtime not anticipated
• Basic education requirements: Associate's degree in Business, Engineering, Finance, Project Management, Accounting, Economics, Construction Management, Engineering Technology, Marketing or other related degree with three (3) years minimum of related work experience OR high school diploma/GED and five (5) years minimum of related work experience
  
  

About the Company

Top 3 MUST HAVE skills or experience required:

• Excellent oral and written communication, mathematical, PC, and customer service skills
• Ability to perform all types of transactions with minimal supervision, while maintaining or exceeding internal/external quality and productivity goals.
• Ability to communicate with shareholders, internal departments, fund clients, and administrative agencies to resolve problems regarding shareholder requests and regulatory requirements.

About the Role

Education requirements: Two to four years post high school education or equivalent work experience. Possible chance for conversion.

Process a variety of complex client/shareholder mutual fund transactions, including new account set ups, purchases, redemptions, exchanges, and account maintenance within work standards for productivity and accuracy. Analyze and process advanced financial and non-financial specialized trades. Intricate analysis of prospectus, signature guarantee, trust agreements, qualified plan prototypes, wills, divorce decrees, corporate resolutions. Actively ensures compliance with the U.S. Bank Code of Ethics and all Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, policies, and procedures. Act as mentor, working with trainers, new specialists, and their managers to help individuals with transition from the training room to their team. Participate in a culture of continuous improvement, risk-based thinking, and employee engagement driven by our ISO 9001 certification.

Responsibilities

• Process a variety of complex client/shareholder mutual fund transactions, including new account set ups, purchases, redemptions, exchanges, and account maintenance within work standards for productivity and accuracy.
• Analyze and process advanced financial and non-financial specialized trades.
• Intricate analysis of prospectus, signature guarantee, trust agreements, qualified plan prototypes, wills, divorce decrees, corporate resolutions.
• Actively ensures compliance with the U.S. Bank Code of Ethics and all Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, policies, and procedures.
• Act as mentor, working with trainers, new specialists, and their managers to help individuals with transition from the training room to their team.
• Participate in a culture of continuous improvement, risk-based thinking, and employee engagement driven by our ISO 9001 certification.

Qualifications

Education requirements: Two to four years post high school education or equivalent work experience.

Required Skills

• Excellent oral and written communication, mathematical, PC, and customer service skills.
• Ability to perform all types of transactions with minimal supervision, while maintaining or exceeding internal/external quality and productivity goals.
• Ability to communicate with shareholders, internal departments, fund clients, and administrative agencies to resolve problems regarding shareholder requests and regulatory requirements.

Preferred Skills

• Working knowledge of the securities/mutual fund industry, terminology, rules, regulations, practices, and procedures gained through experience working within the industry or through post-secondary education.
• Excellent oral and written communication, mathematical, PC, and customer service skills.
• Ability to collect, interpret, and apply diverse client/fund information and regulatory guidelines.
• Strong reading comprehension skills to effectively interpret shareholder requests and legal documents.
• Ability to perform all types of transactions with minimal supervision, while maintaining or exceeding internal/external quality and productivity goals.
• Ability to communicate with shareholders, internal departments, fund clients, and administrative agencies to resolve problems regarding shareholder requests and regulatory requirements.

Applicant Privacy Disclosure

We collect personal information from applicants during the recruiting, pre-offer, and offer process.

During the recruiting, pre-offer process and offer process, we may collect the following categories of personal information:

1. Identifiers, such as name, address, and email address.
2. Professional and Employment-Related Information, such as resume, work history, education, and qualifications.
3. Information Voluntarily Provided by You in connection with the recruiting and pre-offer process.
4. Sensitive Personal Information, where legally permitted and necessary, such as Social Security number and date of birth.

Personal information is collected and used for the following business purposes: evaluating qualifications and eligibility for employment; communication regarding the recruitment and application process; verifying eligibility for employment; and complying with applicable legal, regulatory, and contractual obligations.

Personal information is collected and used only as necessary, and we are committed to data minimization, privacy, and providing equal employment opportunities. We are an international organization, and personal information may be accessed or processed by authorized personnel or service providers located outside the United States, subject to appropriate safeguards. We restrict use and access to personal information to authorized personnel and service providers with confidentiality and data security obligations. We maintain administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, use, or disclosure.

For information about our privacy practices, please review our Privacy Policy at: you do not consent to the collection of such personal information, please advise us immediately in writing at