Hellofresh Meal Plans Jobs in Usa
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Rate is one of the nation’s top retail mortgage lenders, delivering a seamless, tech-driven experience that helps customers reach their homeownership and financial goals. Founded in 2000 and based in Chicago, Rate is licensed in all 50 states and D.C. and has helped over 2 million homeowners with a wide range of loan products, competitive rates and personalized service. With 5,000+ employees across 300+ offices and 12+ subsidiaries, Rate’s Loan Officers rank among the best in the country. From purchases and refinances to tapping into equity, Rate makes financing faster, simpler and less stressful. Our technology — including Same Day Mortgage, the Rate App, FlashClose℠, MyAccount and the Language Access Program — has earned recognition from HousingWire, Scotsman Guide, NerdWallet, the Chicago Tribune and Crain’s Chicago Business. Learn more at .
Location: Hybrid 1x/week (Office location-3940 N. Ravenswood, Chicago, IL 60613)
Pay Range: $38.46/hr- $48.08/hr
Position Summary
The Compensation Plan Operations Paralegal will support the legal and business teams in the intake, preparation, routing, and execution of loan officer compensation plans and related addendums. This role focuses on workflow management, structured request validation, template-based drafting, and coordination across legal, compliance, and business stakeholders.
This position is designed to improve operational efficiency, reduce attorney workload on routine matters, and ensure consistency in compensation plan documentation.
The role will work within the company’s contract workflow platform (such as IntelAgree or similar systems).
Key Responsibilities:
Intake and Workflow Management
- Review incoming compensation plan requests for completeness and policy alignment.
- Enforce structured intake requirements.
- Communicate with requesters to obtain missing or unclear information.
- Route matters to appropriate legal or compliance reviewers.
Template-Based Drafting and Document Preparation
- Prepare standard compensation plan documents and addendums using approved templates.
- Insert variable business terms into controlled document sections.
- Maintain consistency with company-approved language.
- Ensure documentation follows internal governance standards.
Process Improvement
- Identify recurring workflow bottlenecks.
- Suggest improvements to intake forms and template structures.
- Support reporting on turnaround time and workflow metrics.
Required Qualifications:
Education and Experience
- Associate or Bachelor’s degree required.
- 4+ years of experience in corporate legal, compliance, contract administration, or paralegal operations.
Core Skills
- Strong attention to detail.
- Ability to follow structured workflow procedures.
- Comfortable using document management systems.
- Professional written and verbal communication skills.
- Ability to work in high-volume environments.
- Proficiency in Microsoft Office (Outlook, Word, Excel)
Preferred Qualifications (Highly Valuable)
- Experience with contract lifecycle management systems.
- Exposure to financial services, mortgage, or compensation structures.
- Familiarity with workflow automation concepts.
- Basic understanding of regulatory or compliance review processes.
- Data organization or reporting experience.
Work Style Characteristics (Important for Success)
The ideal candidate should be:
- Process-oriented
- Comfortable with repetitive high-accuracy work.
- Able to enforce intake standards politely but firmly.
- Interested in operational efficiency.
What Success Looks Like in This Role
- Reduced attorney time spent on routine drafting.
- Faster compensation plan cycle times.
- Improved request completeness at intake.
- Reliable document execution tracking.
Rate is an Equal Opportunity Employer that welcomes and encourages all applicants to apply regardless of age, race, sex, religion, color, national origin, disability, veteran status, sexual orientation, gender identity and/or expression, marital or parental status, ancestry, citizenship status, pregnancy or other reason protected by law.
The company offers a comprehensive benefits program to eligible employees, including eligibility to participate in a company-sponsored 401(k); vacation benefits; eligibility for medical, dental, vision, and prescription drug benefits; flexible benefits (e.g., healthcare and/or dependent day care flexible spending accounts); life insurance and death benefits; critical care insurance; personal accidental insurance; commuter benefits; pet insurance; certain time off and leave of absence benefits; well-being benefits (e.g., employee assistance program); and other supplemental benefits (e.g. legal planning assistance; identity theft protection; pet insurance; wellness resources).
Applications are being accepted on an ongoing basis.
Delagnes, Linder & Duey, LLP specializes in estate planning, taxation and business transactions. The firm is located in San Francisco’s Financial District.
We are seeking an experienced Attorney for our Estates and Trusts practice group.
Preferred applicant should have between 5-10 years of substantial experience in the areas of probate, trust administration and estate and income tax planning including working with high-net worth individuals and families in designing and drafting sophisticated estate and lifetime gifting plans. Responsibilities include: representing trustees, executors, heirs and beneficiaries and managing probate and trust administrations, counseling clients as to most suitable estate plans or gifting strategies for their individual situations and drafting necessary documents to implement such plans.
KEY SKILLS & EXPERIENCE
- Advise high-net-worth clients on comprehensive estate, gift, and GST tax planning strategies
- Draft complex estate planning documents independently
- Manage large-scale client projects, ensuring effective communication and timely completion
- Collaborate closely with clients and their outside advisors on wealth planning solutions
- Conduct legal research and stay informed on changing tax laws relevant to estate planning
- Can independently run a post-mortem trust administration, expertly advising fiduciaries to keep them ahead of milestones, avoiding pitfalls and surprises, and efficiently shepherding distribution to assets to beneficiaries
- Has a minimum of 5 years handling estate planning and trust administration for taxable estates
- Possesses solid gift, estate and generation-skipping transfer (GST) tax skills, is able to engage with ultra-high net worth clients to design and implement complex estate freeze and charitable planning with technical precision and prepare and review estate and gift tax returns
- Has proven ability to stay on top of a busy practice – including time recording, proactive deadline and matter management, and taking ownership of assigned projects – and doesn’t require supervision in these areas
- Is energized by participating on a dynamic team and demonstrates a genuine interest in contributing to the team’s success as a whole, including through mentorship of junior team members and development and refinement of team processes
- Inspires the confidence of clients, intermediaries and referral sources (internal and external) who trust that they are in good hands
- Takes a practical approach to solving client problems, and is nimble in employing tools to implement these solutions
- Never stops learning and seeking to develop skills, knowledge and understanding to better serve clients
- Is highly resourceful, composed and empathetic
- Juris Doctor (JD) from an accredited law school
- Admitted to and in good standing with the California Bar
- L.L.M. in Taxation, desired
Interested candidates should submit a cover letter and resume.
Required Skills & Experience
• Bachelor's degree in Computer Science, information systems, Business Administration, Maritime Administration, or related major in a public or accredited private academic institution required
• 5+ years related terminal equipment knowledge required.
• Familiarity with computerized maintenance management systems (CMMS) or enterprise asset management (EAM) software (Maximo, Infor, SAP, etc.).
• Strong data analysis and reporting skills (Excel, Power BI, SQL. Etc.)
• Experience with SQL, SQL Server, ETL design, and RDBMS. • Fluent in finance, statistics, datasets, and scripting.
• Understanding of Power Query M and DAX
• Accuracy and completeness of asset data in CMMS/EAM
• Knowledge of terminals and terminal operations
• Knowledge of accounting processes and procedures
• Knowledge of project management
• Communication, presentation and public speaking skills
• Decision making skills
• Tactical critical thinking skills
• Data interpretation skills
• Ability to use Microsoft Office Suite programs
• Ability to prioritize needs and provide feedback
• Ability to capture relevant complex data and analyze same
• Ability to conceptualize, communicate concepts and take a global perspective
• Demonstrated ability to champion projects, implement process improvement initiatives, and collaborate with and coach internal customers
• Ability to achieve results
• Ability to work under stress.
• A Transportation Worker Identification Credential (TWIC) must be obtained prior to day one of employment and be maintained for the duration of employment
Job Description
• Build infrastructure requirement for extraction, transformation, and loading of data. Design and maintain data models used for reporting and analytics.
• Create dashboards and KPIs to show business performance to management.
• Understand business strategy to build timely and scalable insights to enable quick and accurate data driven decisions.
• Analyze various sources of data to determine the best fields for specific KPIs and ensure data accuracy by validating data for new and existing tools.
• Develop preventive, predictive, and corrective maintenance plans and schedules for the clients assets (wharves, cranes, roadways, utilities, terminals, fleet, buildings, marine structures, etc.).
• Own the design and development of automated solutions for recurring reporting and indepth analysis.
• Analyze planning data to define manpower, parts and other resources required to meet terminal demands
• Perform a variety of activities in planning, scheduling, and documentation, including reports and presenting findings
• Develop CMMS tool to meet department demands, including maintain accurate and prompt data collection
• Perform analysis of workload, staff allocation and material resources by developing flexible forecasting tools
Develop methods of tracking operational costs for container and general cargo facilities.
• Manage budget preparation and monitoring of department expenses with Maintenance Managers of container and general cargo facilities; analyze and report variances in expense on a monthly and quarterly basis; provide information on developing trends.
• Design dashboards, forms, and reports that capture key performance indicators (KPI's) and identify key trends to assist in establishing proactive solutions to drive improved performance
• Facilitate continuous improvement activities, kaizen events, visual process mapping, and other exercises for varying work groups
• Review and recommend short- and long-term plans and course of action; ensure planned project needs are properly budgeted and delivered on time
• Assemble detailed spreadsheets, charts, and graphs to illustrate technical reports; analyze data and reports to provide accurate and timely recommendations to management for decision-making purposes
• Analyze, troubleshoot, and resolve moderate to complex issues reported by end- users via research, testing and scenario re-creation as it relates to Maximo and Power BI; create and execute, functions to support business operations. Make recommendations for long-term solutions to stabilize the system.
• Work closely with project management teams and other support staff to monitor terminal projects
• Track and report key maintenance metrics (asset downtime, mean time between failures, preventive maintenance compliance, maintenance costs, labor utilization, backlog).
• Participate in Master Plan development for container and general cargo facilities
• Promote the organization's safety culture and participate with monthly safety audits
• Act in accordance with the client core values (respect, excellence, accountability, diligence, and you)
• Perform other duties as required
Job Overview
Are you a driven and meticulous paralegal with a passion for Estate Planning? Do you thrive in a collaborative, client-focused environment where attention to detail and exceptional organizational skills are highly valued? If so, we invite you to join our legal team as a Paralegal specializing in Estate Planning, Probate, and Trust matters.
In this role, you'll play a vital part in providing comprehensive legal services to our clients. From supporting attorneys in client meetings to drafting intricate estate planning documents, you’ll contribute to creating meaningful solutions for individuals and families. Your ability to manage legal documentation, deadlines, and client relationships will be essential to ensuring smooth and efficient case progress.
Responsibilities
- Collaborate with attorneys to prepare for client meetings by organizing case files and key documents.
- Draft, review, and refine estate planning documents, trust accountings, and legal correspondence..
- Transcribe legal documents and maintain accurate case records.
- Communicate with clients and professional partners, gathering information and providing updates with tact and confidentiality.
- Cultivate strong, professional relationships with clients and external offices.
- Assist with general probate, guardianship, and trust-related tasks as needed, ensuring deadlines are met efficiently.
- Support your team members on collaborative projects to maintain a positive, productive work environment.
Skills
- Minimum of 1 years experience as a paralegal with a focus on Estate Planning, Probate, or Trust Administration.
- Exceptional drafting and organizational skills with an eye for detail.
- Proficiency in Microsoft Word, Excel, PowerPoint, and document compilation tools like Adobe.
- Expertise in working with Document Management Systems and legal software, such as Clio.
- Excellent verbal and written communication abilities to engage effectively with clients and colleagues.
- The ability to analyze trusts and prepare professional trust accountings confidently.
- Strong project management skills to handle multiple cases simultaneously while meeting deadlines.
- Ability to work independently and maintain confidentiality while using judgment and tact.
- A team player with a commitment to delivering excellence in legal support.
At our firm, you’ll have the opportunity to grow professionally in a supportive and collaborative environment. We value our team members’ contributions and offer opportunities for advancement, along with a range of benefits. Here, your work will have a lasting impact as you help clients navigate critical decisions and protect their legacies.
Job Type: Full-time
Expected hours: 37.5 per week
Pay: $20/hour
Benefits:
- 401(k)
- Disability insurance
- Life insurance
- Paid time off
Schedule:
- Monday to Friday
- No nights
- No weekends
Work Location: In person
We have a flexible work environment, and fluid career paths.
We not only encourage but celebrate internal mobility.
We also recognize the importance of purpose, well-being, and work-life balance.
Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.
Chart your own path and grow your career while helping more customers achieve financial freedom.
Empower Yourself.
The Retirement Plan Advisor assists individuals in achieving a successful retirement and planning their financial future through group and individual presentations to new and existing defined contribution 401(k) and Government 457 plan participants.
This role uses data-driven, analytical thinking to lead impactful conversations with participants, meets client service level agreements and achieves annual targets as assigned.
This position will also assist the Relationship Management team in effectively establishing and maintaining relationships with key stakeholders within the territory assigned.
This Advisor will work with public employees in the Austin area and must be able to meet with clients in person and virtually.
What you will do Conduct Retirement Readiness Reviews, as well as other individual meetings and group presentations, with targeted participants using consultative expertise to improve retirement outcomesDevelop and maintain strategic partnerships with key stakeholders for each location within assigned territory or for assigned employer-sponsored plansConduct one-on-one virtual and on-site group meeting by using various technologies in a professional mannerManage meeting schedule, including travel bookingCreate and execute dynamic business plans and tactics to drive positive retirement income objectives for participantsDocument interactions in Salesforce and collect required information to adhere to guidelines for regulatory complianceAchieve plan level and individual goals to help achieve service level agreements and business resultsParticipate in client meetings, sales finals, or other external meetings as neededWork collaboratively across internal service and management teams to improve effectivenessWhat you will bring Bachelor's degree or equivalent work experience in lieu of a degree3 – 5 years relevant financial services experienceStrong presentation skills requiredProficiency in MS Word, Excel, PowerPoint, and Teams requiredStrategic thinker who can work independently requiredStrong relationship building and territory management skills requiredFINRA Series 6, 63, 65 registrations required within established timeline;current FINRA registrations strongly preferredFINRA fingerprinting required upon hireWhat will set you apart Working knowledge of Salesforce preferredWorking knowledge of building blocks for successful retirement planning preferredBasic understanding of defined contribution plans preferredPractical experience providing high-level, consultative client interactions preferred#PJRPA
***Applicants must be authorized to work for any employer in the U.S.
We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.
***What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career.
We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
Medical, dental, vision and life insurance Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time — 16 hours per calendar year Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) –BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play.
BRGs are open to all.
Base Salary Range $72,200.00
- $101,975.00The salary range above shows the typical minimum to maximum base salary range for this position in the location listed.
Non-sales positions have the opportunity to participate in a bonus program.
Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance.
Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Equal opportunity employer•Drug-free workplace We are an equal opportunity employer with a commitment to diversity.All individuals, regardless of personal characteristics, are encouraged to apply.All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption.
You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet.
Other necessary computer equipment, will be provided.
You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.
*** Job Posting End Date at 12:01 am on: Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency.
Workplace Flexibility:Remote
- Must reside within territory
We have a flexible work environment, and fluid career paths.
We not only encourage but celebrate internal mobility.
We also recognize the importance of purpose, well-being, and work-life balance.
Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.
Chart your own path and grow your career while helping more customers achieve financial freedom.
Empower Yourself.
The Retirement Plan Counselor is responsible for delivering on-site and virtual education and enrollment presentations to new and existing governmental employees and plan participants in NW North Carolina .
The Counselor leverages Empower's industry leading technology and tools to drive positive results and help employees strive for a successful retirement.
This position will also work to effectively establish and grow relationships with key stakeholders within the territory assigned.
This Retirement Plan Counselor will work with NC public employees in a 10-county region that includes Winston-Salem, Wilkesboro and Boone.
What you will do
* Develop and facilitate communication and education strategies by conducting virtual and on-site individual and group meeting by using various technologies in a professional manner
* Drive participants to take measurable actions to improve their retirement outcomes including plan enrollment, deferral increases, and rollovers from previous plans
* Achieve business results and facilitate impactful conversations while meeting service level agreements
* Consistently complete reporting requirements within required timeframes including logging meetings, attendees and outcomes in appropriate systems
* Build strong relationships with assigned key contacts, plan sponsor representatives and internal stakeholders to maximize successful participant outcomes
* Manage meeting schedule, including travel booking
* Provide feedback about the effectiveness of communication materials/strategies and assist in identifying alternatives
* Attend client meetings with other service team members
* May be asked to participate in finals presentations for new prospects based on the demands of the territoryWhat you will bring
* Bachelor's degree and or equivalent experience considered in lieu of a degree
* 2
- 4 years relevant financial services experience
* Strong presentation skills required
* Proficiency in MS Word, Excel, PowerPoint and Teams required
* Strong relationship building and territory management skills
* FINRA Series 6 and Series 63 registrations
* FINRA fingerprinting requiredWhat will set you apart
* Working knowledge of Salesforce preferred
* Ability to calculate figures such as interest, proportions, percentages, and fractions required
* Strategic thinker who can work independently
* Practical experience providing high-level, consultative client interactions preferred
* Basic knowledge of defined contribution plans preferredPJRPA Applicants must be authorized to work for any employer in the U.S.
We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.
What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career.
We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
* Medical, dental, vision and life insurance
* Retirement savings
- 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
* Tuition reimbursement up to $5,250/year
* Business-casual environment that includes the option to wear jeans
* Generous paid time off upon hire
- including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
* Paid volunteer time — 16 hours per calendar year
* Leave of absence programs
- including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
* Business Resource Groups (BRGs)
- BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play.
BRGs are open to all.Base Salary Range $59,700.00
- $84,300.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed.
Non-sales positions have the opportunity to participate in a bonus program.
Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance.
Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.Equal opportunity employer Drug-free workplaceWe are an equal opportunity employer with a commitment to diversity.
All individuals, regardless of personal characteristics, are encouraged to apply.
All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption.
You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet.
Other necessary computer equipment, will be provided.
You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.
Job Posting End Date at 12:01 am on: Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency Workplace Flexibility: Remote
- Must reside within territory
Here, we craft excellence together. Your mission? Making the journey the most enjoyable part of the trip.
Join our first-class team to reinvent in-flight experience. In the role of Planning Supervisor, you'll play a pivotal part on our production team.
The Aftermarket Planning Supervisor will lead and manage a team of spares planners within the aftermarket division of a global aerospace manufacturing company. This role is dedicated to ensuring operational excellence in aftermarket planning, scheduling, and inventory management. With a strong focus on aerospace spares support, the Supervisor will oversee queue management, KPI performance, and daily planning execution to meet customer requirements. The position plays a key role in ensuring the accuracy of data in the business system, which directly impacts company-wide financial reporting and aftermarket customer satisfaction.
• Lead, mentor, and supervise a team of spares planners in the aerospace aftermarket division, ensuring high performance, accountability, and alignment with organizational goals.
• Implement and maintain world-class strategies for aftermarket planning, scheduling, inventory, and customer satisfaction, while driving continuous improvement across all functions.
• Oversee all aftermarket planning activities, including workload balance, prioritization, and queue management for PPO, initial commitment dates and recovery dates, ensuring accuracy, timeliness, and ownership of all lines.
• Drive daily execution of key aftermarket KPIs including PPO release adherence, initial commitment dates and recovery date creation, and PMO release compliance. Monitor individual performance, flex resources to balance changing workloads, and lead cross-functional efforts to resolve the highest aging lines.
• Act as the first line of escalation for planning and operational issues, providing rapid problem-solving support to both the team and internal stakeholders.
• Maintain and update weekly KPI charts for Tuesday management reports, providing analysis and insights while the Manager presents. Transition ownership of additional metrics (supply cancellations, pull-ins, pushouts, NCR, etc.) from Manager to Supervisor over time.
• Develop and monitor aftermarket production plans, budgets, and schedules in line with aerospace requirements and plant capacity. Proactively identify risks or delays and implement corrective actions to protect customer commitments.
But what else? (advantages, specificities, etc.)
• Ensure planners execute essential functions including BOM analysis, material planning, timely requisition delivery to purchasing, work order release and management, revision control, ERP data accuracy, and on-time fulfillment of aftermarket customer requirements.
• Oversee inventory levels to meet company and aftermarket customer goals, ensuring alignment with financial targets and operational needs.
• Foster premier customer service for airlines, MROs, and other aerospace aftermarket clients by ensuring planning execution supports client expectations.
• Conduct risk assessment and mitigation activities specific to aftermarket supply chain challenges.
• Provide leadership through training, mentoring, and talent development, driving a culture of accountability, collaboration, and professional growth within the spares planning team.
• Execute strong working knowledge of MRP/ERP systems and other applicable planning tools, leveraging aerospace expertise to optimize performance.
• Collaborate with supply chain, operations, engineering, and quality teams to ensure aftermarket planning alignment with aerospace manufacturing standards and long-term business objectives.
• Other duties as assigned by the management team.
Candidate skills & requirements
Education: BS/BA degree required from an accredited university
Experience: Minimum of 7+ years of progressive planning, scheduling and inventory management experience in aerospace, automotive or mechanical manufacturing environment with the ability to lead and influence others, with 2+ years of the 7 years in a planning leadership position
Computer Skills:
• Experience working with MRP/ERP systems
• Proficiency with MS Office Skills (Excel, Word, PowerPoint, Outlook)
Other Skills:
• Broad knowledge of the field with proven management skills.
• Effective oral and written communications skills
• Demonstrated ability to handle multiple projects and assignments with attention to detail
• Problem solving, well organized, detailed oriented and accurate.
• Strong written and verbal business communications abilities must be comfortable delivering information to all levels of the organization including senior leadership.
• Working knowledge of business finance skills and abilities.
Additional Preferred Skills: (not required)
• BS/BA in supply chain, business management, or operations from an accredited university
• APICS CPIM and/or ISM certifications
• Experience in AS/ISO standards quality management experience.
• Problem-solving skills (Six Sigma Green Belt, etc.)
• Aftermarket or Spares Business experience
Description: Entry-level management position within field.
Applicants must hold a valid passport.
Company Environment
Our client is an international manufacturer of automated industrial equipment used in high-demand production environments
This position plays a central role in supporting and stabilizing service operations.
Role Overview The Customer Support & Service Coordination Specialist is the main contact point for North American customers regarding after-sales matters.
This is an office-based role focused on coordination, communication, and planning, covering:
- Spare parts requests and follow-up
- Planning and coordination of field service activities
- First-level customer interaction
- Daily coordination between service teams, sales, and internal operations
Key Responsibilities
- Serve as the first contact for customers (email & phone) regarding:
- Spare parts needs
- Service interventions
- Coordination of technical support requests
- Support the scheduling and planning of field service technicians:
- Organizing interventions
- Managing priorities and urgent cases
- Aligning customer needs with technician availability
- Act as a daily interface between:
- Field service teams
- Spare parts logistics
- Sales and internal teams
- Industrial customers
- Ensure timely follow-up and clear communication on all open requests
- Contribute to the continuous improvement of service coordination processes
A strong engineering background is not required for this role.
However, the ideal candidate will bring:
- Experience in customer service within an industrial or manufacturing setting
- Familiarity with:
- Spare parts coordination
- Service planning or scheduling
- Supporting field service teams
- Experience interacting with B2B industrial clients
- Strong organisational and prioritisation abilities
- Comfort handling multiple requests in parallel
- Clear, professional communication skills (written and verbal)
- An understanding of service responsiveness in machine-based environments
This role is not suited to a purely administrative profile with no exposure to industrial realities.
We are looking for someone who understands:
- How industrial service organisations function
- The impact of equipment downtime on customers
- The importance of follow-up, structure, and accountability in after-sales service
Retirement Plans Account Specialist
Fragasso Financial Advisors, Inc. is a primarily fee-based financial planning and investment management firm headquartered in Pittsburgh, PA. We are passionate about creating an exceptional client experience, and we have been helping clients work towards their financial goals since 1972.
We are seeking an organized, detail-oriented professional with strong communication skills to serve as a Retirement Plans Account Specialist in our South Hills office in McMurray, PA. This position plays a key role in supporting the delivery of retirement plan advisory services through coordination of administrative processes, client servicing, reporting preparation, plan conversions, and documentation oversight. The individual will collaborate with internal teams and external partners to help ensure a consistent, high-quality client experience and efficient department operations. This positions offers a hybrid work schedule with work from home opportunity.
Key Responsibilities
Responsibilities include, but are not limited to:
- Provide timely administrative and operational support to retirement plan clients and advisory team members
- Respond to client inquiries and assist in resolving questions or issues related to accounts
- Maintain consistent communication with clients, prospects, and external partners
- Document interactions, workflows, and activity in the firm CRM (Salesforce)
- Support preparation and distribution of quarterly investment review reports
- Coordinate with third-party administrators, recordkeepers, and investment partners to obtain service information, platform updates, and pricing information
- Prepare and update participant communication and education materials and presentations
- Review paperwork for completeness and accuracy; guide clients on documentation requirements
- Facilitate plan conversions, transfers, and account onboarding activities
- Coordinate recordkeeper transitions to ensure a smooth and efficient client experience
- Maintain electronic records and client files in accordance with firm standards
- Participate in client and prospective client meetings as needed
- Conduct participant education sessions when appropriate
- Collaborate effectively with internal team members and take ownership of assigned outcomes
- Represent the firm through participation in client and networking events
- Perform additional duties as assigned by management
To be considered for this position, you should possess the following qualifications:
- Associate or bachelor’s degree (Business or related field preferred)
- 2+ years of experience in financial services (retirement plans, advisory, or banking preferred)
- Proficiency in Microsoft Office (Word, Excel, PowerPoint)
- Experience with CRM platforms (Salesforce preferred)
- Familiarity with retirement plan tools (RPAG preferred)
- Strong organizational and time-management skills
- Professional communication and client service orientation
- Attention to detail and accuracy in documentation and reporting
- Ability to manage multiple priorities in a collaborative team environment
We offer an excellent benefit package, including medical, dental, vision, life, 401k/profit sharing and an Employee Stock Ownership Plan!
Fragasso Financial Advisors has previously received “Best Places to Work” awards by organizations such as the Pittsburgh Business Times and Investment News.1
Fragasso Financial Advisors is an Equal Opportunity Employer D/V/LGBT
Investment advice offered through Fragasso Financial Advisors, a registered investment advisor.
1 The results of Best Places to Work are based on an online survey of employees, which were conducted in 2025 and in previous years. Companies are surveyed on a variety of factors ranging from employee job satisfaction to salary satisfaction to perspectives on management.
Faith-based, not-for-profit health system looking to bring on Director of Planned Giving! Bonus Program!
- Will lead and grow a comprehensive estate and gift planning program. Reporting to the Executive Director, this leader will manage, plan, and implement a strategic planned giving program designed to expand philanthropic impact and advance compassionate, high-quality care — especially for vulnerable populations.
- High-visibility role with strong support from executive leadership and Board members. Department is in a growth phase, offering significant opportunity to build infrastructure, expand donor relationships, and shape long-term philanthropic strategy.
Qualifications:
- Bachelor’s degree required; JD, Accounting, or Financial Planning preferred
- 8+ years of progressive planned giving experience within a large nonprofit
- Demonstrated success closing major and estate gifts
- Strong knowledge of trusts & estates, taxation, probate, and charitable gift structures
- Experience leading within a complex, matrixed organization
- CFRE and/or CSPG preferred
