Goodwin Advisors Jobs in Usa
993 positions found — Page 5
The Tax Manager will lead income tax planning, compliance, and risk management across corporate, partnership, and REIT structures, ensuring the company’s tax position is optimized, compliant, and aligned with business objectives.
This role serves as a key internal tax authority, partnering closely with crossfunctional teams and external advisors on complex tax matters, audits, and strategic transactions.
Key Responsibilities Manage external advisors in the preparation, review, and timely filing of federal, state, and local corporate, partnership, and REIT income tax, franchise, and information returns Develop and implement tax planning strategies to minimize overall tax exposure and optimize tax function costs Oversee REIT qualification matters, including REIT testing and ongoing compliance Support tax due diligence for acquisitions and assist with tax aspects of disposition transactions Manage indirect tax filings and payments, including B&O tax, gross receipts tax, and business licenses Support taxable REIT subsidiary (TRS) activities, including quarterly tax provisions, intercompany transactions, income and service allocations, tax credit tracking, and annual overhead surveys Assist with income tax audits and respond to tax notices and inquiries Qualifications Bachelor’s degree 5+ years of progressive experience in tax planning and compliance involving corporate, partnership, and REIT structures CPA certification preferred Big 4 public accounting experience preferred Strong technical knowledge of partnership taxation required; solid understanding of corporate and California tax, REIT qualification, TRS transfer pricing, and U.S.
GAAP income tax reporting
Petersburg, FL Duration: 6 Months Working Model: Hybrid Pay rate:$35-$40/hr on W2 Required: Requires 3 5 years of financial services experience, strong communication, and multitasking skills.
Role acts as RCS (RIA and Custody Services) Project Lead supporting onboarding and transitions.
Daily work includes leading calls, scheduling meetings, coordinating transitions, and resolving account or AML issues.
Supports advisors moving to RIA platforms, including new firm setups and account transfers.
Work directly with RIAs, independent broker dealers, and financial advisors (not end clients) Salesforce experience is helpful financial
This role is ideal for pharmacists with prior authorization, managed care, or PBM experience who thrive in a structured, remote setting.
As a Clinical Pharmacist Advisor, you will review pharmacy benefit requests, make clinical determinations, and ensure compliance with CMS and Medicare guidelines while delivering best-in-class service.
Key Responsibilities Review and process prior authorizations, coverage determinations, and appeals Evaluate clinical documentation to support approval/denial decisions Ensure all cases meet Medicare Part D and CMS compliance standards Conduct provider outreach to obtain additional clinical information Document all decisions clearly and accurately in system workflows Manage high-volume queues while meeting productivity and quality metrics Apply clinical knowledge using drug compendia and established guidelines Required Qualifications Active Pharmacist license in state of residence (in good standing) PharmD or Bachelor’s Degree in Pharmacy Strong computer skills (Excel, Word required; Access, PowerPoint, Visio preferred) Experience with data entry, dual screens, and multiple systems Ability to work independently in a productivity-driven remote environment Strong attention to detail and documentation accuracy Preferred Experience Managed Care / PBM experience Prior Authorization, Coverage Determinations, or Appeals Medicare Part D knowledge and CMS guideline familiarity Remote pharmacist or high-volume review experience Retail + Managed Care hybrid background Schedule & Training Requirements Training: Monday–Friday, 9:00 AM – 5:30 PM EST (first 8 weeks – no time off allowed) Post-Training Schedule: Business Hours: 7:00 AM – 8:00 PM EST (Mon–Fri) Weekends: 7:00 AM – 4:30 PM EST Must be flexible to work assigned 8-hour shifts, including weekends Work Environment Requirements (MANDATORY) Dedicated, quiet, private workspace Wired internet connection: Minimum 25 Mbps download / 5 Mbps upload Speed test screenshot required (must be included on resume) Ability to remain on camera during training and team meetings Ability to sit and focus for full shift with minimal interruptions Submission Requirements (MUST BE INCLUDED ON RESUME) Screenshot of internet speed test ( ) Screenshot of active pharmacist license (showing name, state, expiration) Completed candidate questionnaire (see below) Candidate Pre-Screen Questionnaire (Include with Submission) Are you available for full-time training (M–F, 9–5:30 EST) for 8 weeks with no time off? Can you work any assigned 8-hour shift between 7 AM – 8 PM EST, including weekends? Do you have a dedicated, quiet workspace for remote work? Do you have wired internet meeting 25/5 Mbps requirements? Can you sit and focus for the entire shift without interruptions? Do you have experience with data entry and multiple systems/screens? Do you have an active pharmacist license in your state of residence? Are you comfortable working independently in a productivity-based role? Do you bring a positive, engaged attitude to a team environment? We are hiring 50 Remote Clinical Pharmacist Advisors to support Medicare Part D members and providers in a fast-paced, high-volume, production-driven environment.
This role is ideal for pharmacists with prior authorization, managed care, or PBM experience who thrive in a structured, remote setting.
As a Clinical Pharmacist Advisor, you will review pharmacy benefit requests, make clinical determinations, and ensure compliance with CMS and Medicare guidelines while delivering best-in-class service.
Key Responsibilities Review and process prior authorizations, coverage determinations, and appeals Evaluate clinical documentation to support approval/denial decisions Ensure all cases meet Medicare Part D and CMS compliance standards Conduct provider outreach to obtain additional clinical information Document all decisions clearly and accurately in system workflows Manage high-volume queues while meeting productivity and quality metrics Apply clinical knowledge using drug compendia and established guidelines
Remote working/work at home options are available for this role.
**Job Description
**Prosperity is a leading wealth management company dedicated to providing objective financial planning services and investment advice to businesses, individuals, families, and institutions.
Our firm adheres to a comprehensive approach helping clients address key areas of planning that are critical to financial success: Investment, Retirement, Estate, Tax, Business, and Insurance.Prosperity- An EisnerAmper Company is seeking a Chief Investment Officer who will be the firm’s strategic investment leader, responsible for shaping long‐term investment direction, driving platform innovation, and ensuring portfolios reflect the firm’s tax‐aware philosophy.
The CIO leads and oversees the Investment Committee, sets investment policy, and guides firmwide research, asset allocation, and manager selection.
This role partners closely with executive leadership to align investment strategy with organizational goals and growth initiatives while developing and mentoring a high‐performing investment team.## What it Means to Work for Prosperity:
* You will have the flexibility to manage your days in support of our commitment to work/life balance
* You will join a culture that has received multiple top “Places to Work” awards
* We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions
* We understand that embracing our differences is what unites us as a team and strengthens our foundation
* Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work## What Work You Will Be Responsible For:
* Investment Committee Leadership: Chair and oversee the Investment Committee; set agendas, lead deliberations, document decisions, and ensure governance standards are upheld.
* Strategic Investment Direction: Define and evolve the firm’s long‐term investment roadmap, ensuring alignment with client needs, market conditions, and firm strategy.
* Portfolio Oversight: Oversee model portfolios and discretionary strategies; ensure consistency with investment philosophy, client objectives and regulatory requirements.
* Research and Selection: Lead due diligence, selection, and monitoring of external managers, ETFs, mutual funds, and alternative investments.
* Risk Management: Establish and monitor risk limits, stress testing, and performance attribution processes.
* Team Leadership: Manage, mentor, and evaluate a team of six investment professionals, including three portfolio managers; recruit and retain top talent.
Prior integration and project management experience a plus.
* Client and Advisor Engagement: Present investment strategy and performance to internal advisors and clients; support business development efforts.
* Public Speaking and Thought Leadership: Represent the firm at conferences, client events, and industry panels; develop thought leadership content to support business development and advisor education.
* Cross‐Functional Collaboration: Partner with operations, trading, planning, and executive leadership to ensure seamless implementation and support firmwide initiatives.
* Governance and Compliance: Maintain investment governance standards and ensure adherence to regulatory requirements.## Basic Qualifications
* Bachelor’s degree in Finance, Economics, or related field.
* 15+ years of progressive investment management experience, including leadership of investment teams.## Preferred/Desired Qualifications
* Demonstrated experience in portfolio construction, manager selection, and risk management.
* Strong knowledge of tax-aware portfolio construction and tax-efficient implementation techniques.
* Excellent communication skills with experience presenting to senior executives, advisors, and clients.
* Chartered Financial Analyst (CFA) designation.
* Prior experience as a Director of Investments, Head of Investments, or equivalent senior investment leadership role.
* Experience managing multi-asset and alternative strategies within an RIA or wealth management environment.
* Familiarity with portfolio management systems, performance attribution tools, and trading platforms.EisnerAmper is proud to be a merit-based employer.
We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law.## About EisnerAmper:EisnerAmper is one of the largest accounting, tax, and business advisory firms, with nearly 4,000 employees and more than 350 partners across the world.
We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow.Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries.
We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients.Should you need any accommodations to complete this application please email: #LI-JR1## Preferred Location:Iselin
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Your opportunity
Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab’s approach to investing. The Centralized Service & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing phone teams. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs.
As a Senior Regional Manager you will coach and counsel a team of 10-12 Wealth Advisors and Associate Wealth Advisors in a collaborative environment designed to both grow and support the client base they support.
We value integrity, open communication, strong market knowledge, and a passion for client service. If you want to work with a firm that is dynamic, client focused, invests in your growth, and values your contributions, consider a career as a Senior Regional Manager.
What you are good at -
Motivating – As a leader you will inspire your team by providing support and championing the collaborative Schwab culture.
Building collaborative relationships - You will build and foster relationships with internal partners as well as clients. Internal partners will include Branch Managers, Regional Branch Executives and Directors within the Investor Advice Solutions division.
Developing others - We are seeking an individual with extensive financial services experience to share with their team of CFP® or CFA® investment professionals.
Managing change - The Senior Regional Manager will establish strategies and design plans to ensure that asset and service targets are met.
Managing performance - Part of this role includes the monitoring of client interactions and coaching to improve service and advice quality. You will coach to daily planning and execution that is being provided to SWAI clients. This includes performing the compliance and administrative tasks inherent in our industry.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.
What you have
We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:
- CFP® designation, CFA® designation required (may consider 24 month condition of employment)
- Bachelor’s Degree required
- Active and valid FINRA Series 7 license required
- Active and valid FINRA 66 license required (may consider a 120-day COE)
- Active and valid FINRA 9/10 required (may consider a 120-day COE)
- Five plus years’ experience in the financial services industry
- Minimum of 2 years supervisory experience strongly preferred
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations. Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.
The Senior Trust Officer is responsible for developing and maintaining relationships with registered investment advisors, trust beneficiaries, and other interested parties for an assigned book of business consisting of large family relationships within the Personal Trust Services Division. The Senior Trust Officer serves as a mentor & coach to Trust Officers. The Senior Trust Officer assures compliance with all Bank policies and procedures, as well as all applicable state and federal banking regulations in the context of their responsibilities.
Key functions include but are not limited to:
- Ensure each trust account is administered in accordance with applicable laws, regulations, and the terms of the governing instrument.
- Help mentor and coach other Trust Officers on the team.
- Personally administer an assigned book of complex and/or high touch personal trust accounts.
- Interpret legal documents to ensure that each trust in their assigned book of accounts is administered in accordance with the terms of each governing instruments.
- Maintain high client service levels through prompt research and responsiveness to trust beneficiaries and other centers of influence.
- Present discretionary memorandums for review and approval of the Discretionary Distributions Committee.
- Document directed distributions for the administrative file and for internal review.
- Provide notice of termination for terminating trusts and process related termination efforts in accordance with Administrative procedure.
- Respond to initial inquiries from Schwab advisors, third party contacts, and private individuals regarding both current and future trust prospects.
- Ensure proper receipt of and accounting for miscellaneous assets in established trust accounts.
- Perform Post Acceptance and Annual administrative account reviews for assigned accounts.
- Participate in special projects as needed.
- Provide training and support to the Administrative Team in coordination with the Director of Trust Administration
- 7+ years of experience in personal trust administration
- Bachelor’s degree or higher, CTFA preferred, or equivalent work experience
- Strong knowledge of the principles of trust administration and practical experience in administering trusts governed by Delaware and Nevada law, a plus
- Experience with Inherited IRAs and Trusteed IRAs, a plus
- Superior organizational skills and the ability to handle multiple priorities without sacrificing quality or accuracy
- Excellent interpersonal and communications skills and the ability to deal effectively with a variety of people
- Highly motivated and a self starter
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
#SchwabBTSjobs
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
Gradient Financial Group is a financial services organization with twelve specialized entities, including Gradient Annuity Brokerage, which provides fixed annuity solutions to Financial Services Professionals.
What You'll Do Build and maintain strong relationships with insurance professionals Consult with insurance agents to support the growth of their firm and recommend best practices Be an extension of their team when aligning goals and sales priorities Present the value of affiliating with Gradient Annuity Brokerage, including access to various annuity carriers and products, compliance service, best practices support, and mentorship Provide strategic guidance on business development, case design, and product solutions Develop a rewarding career with strong income potential and the opportunity to positively impact both the financial professional and their clients' financial futures What you Bring High School Diploma or GED
- Required Active Life and Health licensure
- Preferred Minimum of one year of sales experience in insurance
- Preferred Excellent communication and relationship-building skills Passion for insurance and helping advisors deliver value to their clients Our Benefits Competitive compensation and comprehensive benefits 4 weeks of accrued PTO, plus 9 paid holidays Medical, dental, vision, life insurance, and 401(k) 8 hours of paid volunteer time off (VTO) Ability to work in-office four days per week with one remote workday Ongoing professional development and training A collaborative team that values expertise, initiative, and growth Why You'll Love Working Here At Gradient, we set high expectations, but we back them with support, collaboration, and opportunities to grow.
If you're positive, driven, and enjoy working alongside motivated teammates, you'll feel right at home.
PIb985ca054c97-8990
The Investment Analyst position is responsible for leveraging guidance from the Nicolet Wealth Investment Committee, trading software, and capital markets knowledge to assist in the management of investment portfolios for all clients.
As an Investment Analyst, you will:
- Work closely with Wealth Portfolio Managers, Wealth Advisors, and Trust Administrative Officers to maintain appropriate investment strategy/asset allocation for client portfolios based on client circumstances, objectives, and risk tolerance.
- Be an active contributor to Investment Committee and Investment Research Team through investment research, monitoring, and various projects.
- Pro-actively provide Portfolio Managers and Wealth Advisors timely, detailed information on proposed portfolio changes.
- Implement Investment Committee tactical asset allocation changes into client portfolios as they occur.
- Have a knowledge of investments and asset management strategies, products and services.
- Stay abreast of market news and trends and current legal and tax consequences of investment decisions.
- Provide clients with exceptional customer service during every interaction.
- Identify and refer business to other areas within the Bank as appropriate.
- Comply with all federal, state and local regulatory rules and regulations governing financial institutions, as well as all company policies and procedures.
- Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of Nicolet
- Ability to understand the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification. A commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives
- Perform all other duties as assigned.
Qualifications:
- Bachelor's Degree Finance, Accounting, or Economics Required
- Chartered Financial Analyst (CFA) Program candidate Preferred
- Strong interest in investments with a desire to pursue a career in investments
- 3+ years Investment background is required
- Series 7 and 66 License preferred
Benefits:
- Medical, Dental, Vision, & Life Insurance
- 401(k) with a company match
- PTO & 11 1/2 Paid Holidays
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.
Equal Opportunity Employer/Veterans/Disabled
Tax Analyst
Job ID
2025-3107
Job Locations
US-MA-Newton
Department
Tax
Overview
Join our tax team and play a key role in managing tax matters for one or more RMR-managed companies. Reporting to the Senior Tax Manager, you'll prepare and/or review tax compliance and calculations for Real Estate Investment Trusts (REITs), partnerships, and corporate entities. This position requires strong collaboration across accounting, asset management, and other internal teams. You'll contribute to strategic projects and transactional matters that drive organizational success. At RMR, you'll be part of a team that values expertise, innovation, and collaboration. We offer opportunities to work on challenging projects, develop your technical skills, and make an impact in a growing organization.
Responsibilities
- Help manage co-source compliance arrangements including but not limited to review of various federal, state, and local and indirect tax returns and estimated tax payments across a wide spectrum of entity types.
- Work with advisors to resolve notices and compliance issues efficiently
- Prepare and/or review quarterly and annual tax calculations, including REIT compliance testing and provision for income taxes.
- Prepare and/or review tax modeling and analysis related to REIT qualifications and transactional planning.
- Collaborate with internal teams and external advisors on audits and special projects that support organizational goals.
- Assist with process improvements and automation initiatives within the tax function.
- Participate in transaction-oriented projects, including drafting technical memoranda on tax issues.
Qualifications
- Bachelor's degree in Accounting.
- CPA or equivalent experience.
- Experience in tax department of national public accounting firm is preferred but not required.
- Strong organizational skills and an ability to manage multiple deadlines.
- Strong accounting and analytical skills.
- Ability to work in a fast-paced, collaborative, and results driven environment and interact with senior management.
- Advanced Excel skills required.
#LI-DNI
Total Rewards
The RMR Group offers an extensive total rewards package to ensure that your benefits align with your needs. Employees who work at least 21 hours per week are eligible to participate in The RMR Group's benefits plans, including:
- Health Insurance
- Dental Insurance
- Vision Insurance
- Life & Disability Insurance
- Health Savings Account (HSA) & Flexible Spending Plans (FSA)
- 401(k) Plan with Employer Match
- Holidays, Vacation & Sick Time
- Parental Leave
- Tuition Assistance
- Matching Gift Program
- Wide Array of Voluntary, Employee-Paid Benefits to choose from including Critical Illness & Accident Insurance, Identity Theft Protection & Pet Insurance
The estimated base compensation range for this position is $85,000 to $105,000 per year. RMR considers several components including an individual's skills, qualifications, experience, internal equity, and market data.
Company Overview
The RMR Group (Nasdaq: RMR) is a leading U.S. alternative asset management company, unique for its focus on commercial real estate (CRE) and related businesses. RMR's vertical integration is strengthened by nearly 900 real estate professionals in more than 30 offices nationwide who manage approximately $40 billion in assets under management and leverage more than 35 years of institutional experience in buying, selling, financing and operating CRE. RMR benefits from a scalable platform, a deep and experienced management team and a diversity of real estate strategies across its clients. RMR has been recognized by The Boston Globe as a "Top Place to Work", by the Environmental Protection Agency (EPA) as an "ENERGY STAR Partner of the Year" and ranked by the Building Owners and Managers Association (BOMA) as having one of the highest number of BOMA 360 designated properties in its portfolio. RMR is headquartered in Newton, MA and was founded in 1986.
RMR's mission is to create long term value for our clients by managing their investments and assets "like we own it" - an approach that consistently and repeatedly generates opportunities for all our employees, investors and stakeholders. We are guided by six core values:
- Integrity at Our Core.
- Perform Passionately and Effectively.
- Inspired Thinking.
- Like We Own It.
- Power of We.
- Mutual Respect.
Visit our website to learn more about what makes The RMR Group a rewarding place to build a career.
Follow RMR on LinkedIn and Instagram @thermrgroup.
The RMR Group is an equal opportunity employer. Qualified applications will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. For our EEO Policy Statement, please click here. If you'd like more information on your EEO rights under the law, please click here.
The Client Service Associate (CSA) plays a critical role in supporting financial advisors by delivering exceptional client service, managing administrative tasks, and ensuring operational efficiency. CSA's also support financial advisors and team by preparing reports, scheduling client meetings, opening and processing new accounts, handling client service requests, fielding client phone calls and questions, and completing other projects and duties as assigned. This position is ideal for a detail-oriented, client-focused professional who thrives in a fast-paced financial services environment.
As a Client Service Associate (CSA), you will:
Client Relationship Management:
- Serve as the primary point of contact for clients regarding account inquiries, service requests, account maintenance and administrative needs.
- Maintain and update client records in Salesforce
- Schedule and confirm client meetings, prepare meeting materials, and follow up on action items.
- Maintain information in the CRM system including entering meeting notes and performing account maintenance tasks.
Operational Support:
- Process account openings, transfers, and maintenance requests.
- Assist with money movements, including wires, ACH transfers, journals, and check requests.
- Ensure compliance with firm policies and regulatory requirements.
Advisor Support:
- Prepare reports, presentations, and documentation to support client reviews and financial planning.
- Coordinate with internal departments (e.g., compliance, operations, trading) to resolve issues.
- Monitor and track client service activities to ensure timely completion.
- Interface with the custodian to open new accounts, update account information, fill out necessary forms and perform routine tasks such as updating mailing or other instructions.
Administrative Duties:
- Manage advisor(s) calendars and schedule meetings.
- Handle incoming calls, emails, and correspondence professionally and promptly.
- Process and submit paperwork, checks, and securities in a timely manner, following to completion.
General Duties:
- Attend department meetings and stay current on knowledge of Wealth Management policies, procedures, products, etc. in an ever-changing regulatory environment.
- Maintain internal client file integrity.
- Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of Nicolet.
- Ability to understand the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification. A commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
- Performs all other duties as assigned.
Qualifications:
- High School diploma or equivalent experience. Administrative professional associate's degree or bachelor's degree in finance, Business Administration, or related field preferred.
- 1-3 years of administrative experience.
- Experience in the investment industry is preferred.
Benefits:
- Medical, Dental, Vision, & Life Insurance
- 401(k) with a company match
- PT0 & 11 1/2 Paid Holidays
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.
Equal Opportunity Employer/Veterans/Disabled
