Minimax Coding Plan Jobs in Usa

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• Manage assigned client relationships and maintain contact with existing customers to ensure high quality service delivery and to develop additional business.
  
• Develop new retirement plan services and trust business.
  
• Keep abreast of new regulations relative to retirement plans and legal and tax consequences and strategies.
  
• Advise clients, concerning the design and administration of pension, profit sharing and other retirement benefit trust plans.
  
• Work with others in the trust department to achieve team goals and objectives, including assistance in the development of marketing/client materials.
  
• Support and participate in the management of the bank's goals and objectives through referrals and cross selling opportunities.
  
• Participate in community and business activities to enhance the image and position of the bank and to develop new business for the trust department.
  
• 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 services provided by Nicolet.
  
• Understand and communicate 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, including 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.
  

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• 2+ years of Retirement Plan Services Consulting is required
  
• Bachelor's degree in business, Finance or related field of study preferred
  
• PC, phone system, general office equipment
  
• Proficiency with Microsoft Office applications
  
• Ability to maintain strict confidentiality
  
• Ability to effectively promote Nicolet as a bank of choice
  
• In-depth knowledge of banking positions
  
• Strong organizational, multi-tasking and prioritizing skills
  
• Self-motivated and resourceful
  

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• Medical, Dental, Vision, & Life Insurance
  
• 401(k) with a company match
  
• PTO & 11 1/2 Paid Holidays
  

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.

Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.

To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.

This position is responsible for obtaining data from clients and following up; preparing quarterly and/or annual administration; preparing reports and tax forms and running various tests including ADP, ACP, etc.; checking and monitoring loan and distribution requests; handling IRS and internal client audits; assisting other Pension Administrators whenever necessary; and other duties.

• Request data from client and follow up as needed.
• Prepare quarterly and/or annual administration including trust accounting and computer work.
• Respond to client inquiries and develop client relationships.
• Prepare 5500 and ERISA report and accompanying tax forms for each plan.
• Prepare and run the following tests:ADP, ACP, 410(b) and other tests as required.
• Monitor 415 and 402(g) limits.
• Check distributions:Terminations, hardship withdrawals, in-service withdrawals, 70 .
• Check and monitor loan requests and prepare loan paperwork.
• Calculate annual employer profit sharing and year-end or true up matching contributions.
• Monitor incoming receipts of monthly, quarterly and annual information from the client and investment companies.
• Process Plan terminations.
• Review documents prepared by the Documents Team for new and restated Plans to the IRS.
• Review amendments as needed.
• Handle IRS and internal client audits.
• Check work of other Pension Administrators.
• Answer questions of other Pension Administrators.
• Cover for the other Pension Administrators.
• Assist in developing forms, procedures, and other materials.
• Research special questions, new rules and regulations.
• Ensure database reports are current.
• Monitor Plans to ensure compliance with current laws and regulations.
• Consult clients on rules and regulations surrounding the administration of QDROs.
• Be available for on-site client committee meetings and annual reviews.
• Assist the Sales Team with the completion of RFPs.
• Assist the Conversion Team with the set up of new clients.
• Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all job-specific training requirements in a timely fashion.

• Bachelor's degree in Business Administration or related field required.
• Good customer service, communication, and analytical skills.
• Must be highly organized with an attention to detail.
• Must have solid project management experience and the ability to multitask.
• Must be knowledgeable with computers and have the ability to work well with others.
• A minimum of 3 years related experience necessary, as well as experience in Pension Plan Administration and Retirement Industry knowledge.
• All applicants must be 18 years of age or older.

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.

Description

Ready for more than just a job? Build a career with purpose.

At Lactalis in the USA, we're committed to providing meaningful opportunities for our people to learn, grow, and thrive-whether you're just starting your journey with us or looking to take the next step in your career. From day one, we offer the tools and support to help you succeed.

As the world leader in dairy, Lactalis is a family-owned company with over 85,000 pragmatic and ambitious professionals across the globe. Each day, we're proud to produce award-winning dairy products that bring people together.

In the US, we proudly offer an unrivaled house of beloved brands, including Galbani Italian cheeses and ricotta, President specialty cheeses and butters, Kraft natural and grated cheeses, Breakstone's cottage cheese, Cracker Barrel, Black Diamond cheddar, and Parmalat milk. Our yogurt portfolio includes siggi's, Stonyfield Organic, Brown Cow, Oui, Yoplait, Go-Gurt, :ratio, Green Mountain Creamery, and Mountain High, along with a growing family of ethnic favorites like Karoun, Gopi, and Arz.

At Lactalis, we live by our core values-Ambition, Engagement, and Simplicity. We foster a workplace where innovation thrives, diverse perspectives are celebrated, and everyone's unique background and ideas are valued.

Even if you don't meet every qualification, we encourage you to apply. We want to hear about your PASSION, your STORY, and how your EXPERTISE can help us shape the future of dairy.

From your PASSION to ours

Lactalis American Group, part of the Lactalis family of companies, is currently hiring a Supply Chain Planning Intern based in Buffalo, New York. The intern will performs a variety of duties in support of the Supply Chain operations. The intern work across multiple functions of the Supply Chain department (Logistics, Production Planning, Forecasting, Milk Procurement and Customer Service), to execute ideas, solutions and recommendations into systems and processes supporting the focus of the department and company. in this position, the intern will work 25-40 hours/week for duration of one year at the Corporate Offices.

From your EXPERTISE to ours

Key responsibilities for this position include:

• Will provide support to Supply Chain Financial analyst as needed.
• Precise, timely, and professional communication with personnel in various departments.
• Develop and coordinate cross-functional project plans and critical paths by utilizing various planning tools (Stratum, Prism, Excel, and attend periodic team meetings) in order to ensure timely implementation of Supply Chain initiatives.
• Collaborate with internal and external stakeholders to ensure solutions meet business needs
• Develop communication protocol using input from stakeholders, Senior management, and project teams in order to ensure clear understanding of project scope, objectives, performance, and changes.
• Identify and resolve issues and conflicts within and among project teams. Proactively manage changes in project scope, identify potential crisis, and devise contingency plans.
• Will understand and document process improvements and coordinate implementation throughout LAG.
• This description reflects management's assignment of essential functions, it does not proscribe or restrict the tasks that may be assigned

Requirements

From your STORY to ours

Qualified applicants will contribute the following:

Education

• The candidate should be currently enrolled or a recent college graduate with a Bachelor's or Master's Degree in Supply Chain, Business, Agricultural Business Management, Economics, or a related field.

Specialized Knowledge

• Candidate needs to have extensive knowledge of Microsoft Office applications in order to integrate activities into various systems.

Skills/Abilities

• Ability to read, to analyze, and interpret general business periodicals, professional journals and/or governmental regulations. Must have ability to write reports, business correspondence, and procedure manuals. Must have the ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
• Ability to calculate figures and analyze data
• Experience working effectively within and without formal lines of authority to accomplish goals.
• Strong proficiency in Microsoft Word, Power Point, Excel, Access, and Project.
• Strong communication and influence attributes, and skills with economic cost/benefit analysis.

Lactalis is an equal employment opportunity employer. We will not discriminate against applicants with regard to any legally-recognized basis including, but not limited to: veteran status, race, color, religion, sex, national origin, age, marital status, sexual orientation, and physical or mental disabilities. Further, any division of the Company that is an Affirmative Action Employer will comply with all related legal obligations.

**This internship is expected to start January 2026 and end in January 2027**

Description

Ready for more than just a job? Build a career with purpose.

At Lactalis in the USA, we're committed to providing meaningful opportunities for our people to learn, grow, and thrive-whether you're just starting your journey with us or looking to take the next step in your career. From day one, we offer the tools and support to help you succeed.

As the world leader in dairy, Lactalis is a family-owned company with over 85,000 pragmatic and ambitious professionals across the globe. Each day, we're proud to produce award-winning dairy products that bring people together.

In the US, we proudly offer an unrivaled house of beloved brands, including Galbani Italian cheeses and ricotta, President specialty cheeses and butters, Kraft natural and grated cheeses, Breakstone's cottage cheese, Cracker Barrel, Black Diamond cheddar, and Parmalat milk. Our yogurt portfolio includes siggi's, Stonyfield Organic, Brown Cow, Oui, Yoplait, Go-Gurt, :ratio, Green Mountain Creamery, and Mountain High, along with a growing family of ethnic favorites like Karoun, Gopi, and Arz.

At Lactalis, we live by our core values-Ambition, Engagement, and Simplicity. We foster a workplace where innovation thrives, diverse perspectives are celebrated, and everyone's unique background and ideas are valued.

Even if you don't meet every qualification, we encourage you to apply. We want to hear about your PASSION, your STORY, and how your EXPERTISE can help us shape the future of dairy.

From your PASSION to ours

Lactalis US Yogurt, part of the Lactalis family of companies, is currently hiring an Associate Manager, Portfolio Strategy & Planning based in Bedford, NH.

The Associate Manager, Portfolio Strategy & Planning will contribute to the strategic development, storytelling, commercialization and execution of retail initiatives across retail channels. This role will be the go-to headquarter partner for the Field Sales team - collaborating throughout the selling process to deliver the strongest, insight-driven narratives while working internally with Brand Marketing, Supply Chain, Operations, Trade Planning and Finance to ensure optimal execution of priorities. This role will specifically be responsible for the commercialization of Stonyfield Kids & Baby Products, sales strategy and performance analytics. The Associate Manager, Portfolio Strategy & Planning reports to the Senior Manager, Portfolio Strategy & Planning.

From your EXPERTISE to ours

Key responsibilities for this position include:

Strategic Thought Leadership

• Contribute to the development of the Stonyfield Sales Strategy, utilizing point of sale data, shopper insights and trends. Partner with the Field Sales team to tailor strategy across customers - prioritizing innovation based on assortment gaps, regional trends, and internal capabilities.
• Manage Innovation Plan, working collaboratively with Marketing to ensure the right innovation is developed and shepherded through the commercialization process. Ensure critical sales deadlines are met without sacrificing the quality of the proposition.
• Utilize category management skills to develop fact-based sales presentations employing brand research to include customer and consumer syndicated data such as AC Nielson, IRI, Spins. Incorporate this information into on-going planning and decision making for focus brand(s).
• Collaborate with internal functions and customer teams to create innovative brand solutions to accelerate brand growth that address critical plan risks. Represent the voice of sales to the headquarter teams - ensure clear communication to the field sales team of changes in the plans and implications.
• Provide data-driven insights of brand(s) business trends, marketing strategies, competitive landscape, and regional/channel risks and opportunities; help develop the strategy that ties brand, category and customer plans together.

General Management & Executional Excellence

• Partner with Demand Planning and Brand Marketing to contribute to the forecasting process for Stonyfield. Coordinate the brand Risks & Opportunities, develop communication and action plan. Partner with the customer strategy team to ensure that accepted item volumes, reset timings, and promotions are all accurately reflected in monthly demand plan.
• Enable connectivity between field sales team and brand team, ensuring appropriate focus on priorities, adherence to brand guidelines and Topline partnership from concept to launch.
• Partner with Finance and Brand Marketing to develop project P&Ls; lead development and communication of recommendations based on financial analysis, project rationale and operational feasibility.

WORK CONDITIONS

• Travel may be required occasionally.
• Extended hours may be necessary depending on the business needs.
• Reasonable accommodation may be made to enable individuals with disabilities to perform these essential duties and responsibilities.
• This position requires physical presence in the office, in accordance with the guidelines of the Hybrid Work Policy. The current policy requires 3 days per week in-office, and 2 days per week work from home.

Requirements

From your STORY to ours

Qualified applicants will contribute the following:

• Bachelor's degree or equivalent (8 years) is required; an MBA is preferred.
• 5+ years of CPG Sales or Brand Marketing required.
• Category Strategy, Sales Strategy & Planning and/or Trade Marketing experience a plus.
• Advanced Excel and PowerPoint skills required.
• Proven experience with syndicated data and decision data/tools such as IRI, Nielsen, Spectra, Numerator, Scintilla, HH Panel, SPINs, Symphony, Numerator.
• General knowledge of the Commercialization process.
• Proven ability to lead and drive complex initiatives successfully by collaborating across various divisions and departments.
• A highly collaborative and open-minded approach, prioritizing team success and collective goals over individual recognition.
• Capacity to rigorously analyze data and complex situations to determine root causes, assess impacts, and select the most appropriate information for effective decision-making. Must be skilled at translating complex data into clear, compelling presentations (e.g., PowerPoint).
• Ability to develop and clearly articulate long-term strategies while consistently delivering on short-term results and business objectives.
• Excellent written and verbal communication skills, including the ability to clearly transmit and receive information, effectively listen to and consider various viewpoints, and communicate persuasively across all organizational levels and departments.
• Strong foundational understanding of the business, enabling effective navigation and successful management of various business scenarios.
• Skilled in structuring complex problems, developing detailed and effective solutions, and maintaining strong attention to detail throughout the process.
• Proven ability to thrive in a fast-paced environment, concurrently manage multiple projects under pressure, meet strict deadlines, and proactively identify potential issues to prevent roadblocks. Requires a positive and proactive \"can-do\" attitude.
• Expertise in analyzing sales data, formulating meaningful business insights, and leveraging that data to build actionable recommendations that drive business growth opportunities.

At Lactalis, we offer a comprehensive Total Rewards Program with a variety of affordable benefits and coverage options. We support insurance costs significantly, contribute generously to retirement plans, and offer Paid Time Off from day one. We are committed to your professional growth, providing training and development opportunities, including Education Reimbursement. Join us and grow your career.

Lactalis is an equal employment opportunity employer. We will not discriminate against applicants with regard to any legally-recognized basis including, but not limited to: veteran status, race, color, religion, sex, national origin, age, marital status, sexual orientation, and physical or mental disabilities. Further, any division of the Company that is an Affirmative Action Employer will comply with all related legal obligations.

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.

Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.

To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.

This position is responsible for processing various transactions for retirement plans, including trading responsibilities.

Essential Duties:

Create and review various retirement plan transactions in the OMNI recordkeeping system

Troubleshoot transaction rejects

Review trial postings of transactions prepared by other OMNI processors

Rotate through various responsibilities in the OMNI Processing Unit (contributions, enrollments, distributions/loans, dividend posting, trust accounting)

Nightly Trading

Ensure timely processing of transactions

Completion of ASPPA's Retirement Plan Fundamentals courses (RPR)

Assist with various operational projects as deemed necessary by supervisor/manager

Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner

Ancillary Duties: As an integral member of the organization, this position is also responsible to provide assistance wherever necessary to help the department and the Company in achieving their goals.

Two year degree in Accounting or related field required

Minimum of 1 year Accounting, Payroll, or applicable office experience

Ability to be highly organized and show an attention to detail

Well-developed written and oral communication skills

Ability to prioritize work assignments and multitask

Display an intermediate level competency with Microsoft Word and Excel, as well as personal computer skills

All applicants must be 18 years of age or older

Hours: Fill In hours/week

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.

Join the team leading the next evolution of virtual care.

At Teladoc Health, you are empowered to bring your true self to work while helping millions of people live their healthiest lives.

Here you will be part of a high-performance culture where colleagues embrace challenges, drive transformative solutions, and create opportunities for growth. Together, we're transforming how better health happens.

Summary of Position

Under the general direction of the Health Plan Management leadership, the Health Plan Management Associate will work closely with the Health Plan team to support key initiatives for a select group of Health Plan clients that result in exceptional service and attentiveness to client needs.

The Health Plan Management Associate must be a reliable selfstarter who thrives in a fastpaced, challenging environment, maintains a positive attitude, and demonstrates strong attention to detail and multitasking abilities.

Essential Duties and Responsibilities

• Acts in a support role for a book of business within the HP management team supporting Health Plan Managers with their accounts.
• Internal and external coordination, tracking of requests, and driving resolution of issues across various internal and external teams, building strong relationships along the way.
• Performance Guarantee and Service Level Agreement Tracking
• Tracking & submission of security audit/inquiries.
• Provide regular status reporting to track project/tasks progress against goals, objectives, and timelines.
• Develop and own a project management tracking system that enables efficient monitoring of key tasks and ensures consistent followthrough.
• Maintaining Health Plan Partner playbook.
• Coordinating and monitoring Marketing activities, triaging issues as required.
• Other requests to support the overall Health Plan book of business.

The time spent on each responsibility reflects an estimate and is subject to change dependent on business needs.

Supervisory Responsibilities

No

Required Qualifications

• A Bachelor's degree from a four-year college or university.
• Proficiency with Microsoft Office (Word, Excel, PowerPoint) and Outlook.
• Possesses excellent communication and presentation skills, both verbal and written.
• Must work collaboratively with all team members and cross-departmentally.
• Occasional travel may be required for internal and client facing meetings.

Open date: January 27, 2026

Next review date: Sunday, Mar 15, 2026 at 11:59pm (Pacific Time)

Apply by this date to ensure full consideration by the committee.

Final date: Sunday, Mar 15, 2026 at 11:59pm (Pacific Time)

Applications will continue to be accepted until this date.

The Assistant Dean for Academic Planning (ADAP) supports the Law School's pedagogical mission by helping to create and coordinate the curriculum for all Law students, including the J.D., LL.M., and J.S.D. programs, to provide them with the legal knowledge and skills necessary to become effective legal practitioners, scholars, and public policy advocates. The ADAP must have substantive expertise in legal education and the administrative and management skills to play a leading role in strategic planning for curriculum development, including course offerings, hiring and allocation of instructors, etc., as well as for the development of policies to improve efficiencies, ensure equity, and promote our educational mission. In addition, the ADAP will help to select and present professional and substantive programming on legal pedagogy. In sum, the core responsibilities of this position are critical to support the development and administration of the educational mission of the Law School.

Duties

The ADAP has four distinct areas of responsibility:

Curriculum planning

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• The ADAP works with the Associate Dean for Teaching to identify faculty who can fulfill core curricular needs and to identify courses to be taught by lecturers and visiting faculty.
  
• The ADAP is primarily responsible for our ABA-required legal ethics curriculum and works with the six lecturers who teach large sections of those courses to ensure that their courses meet the ABA requirements and address current legal ethics issues.
  
• The ADAP is primarily responsible for identifying courses and hiring instructors for our LL.M. curriculum, which serves approximately 265 students per year in our academic year and additional students in Executive Track programs (Remote + Summer and Two-Summer).
  
• The ADAP works particularly closely with the staff of the Office of the Registrar on almost every aspect of the course scheduling process to ensure that courses meet ABA and law school academic requirements, and have clear course descriptions and grading rubrics.
  

Lecturer hiring and review

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• The ADAP assists with the Lecturer Hiring and Review Committee, which hires all lecturers, and reviews continuing appointment and merit cases, recommending dispositions to the Dean.
  
• The ADAP meets bi-monthly with the HR Academic Analysts and the Associate Dean for Teaching to review issues with lecturer hiring and advancement, and is the primary point of contact with lecturers regarding these issues.
  The ADAP meets with newly-hired lecturers to assist with course design and syllabus preparation.
  
• The ADAP provides support to lecturers in their teaching and is available for individual consultation to discuss best practices for course development and pedagogy.
  
• The ADAP administers the course evaluation process and meets with lecturers and faculty to improve their teaching.
  

Programmatic supervision

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• The ADAP supervises all lecturers teaching J.D., LL.M., and J.S.D. courses.
  
• The ADAP oversees our J.D. Writing program and supervises the 12 full-time lecturers who teach the ABA-required Legal Research and Writing (LRAW) program in the Fall and Spring.
  
• The ADAP directly supervises the Director of LL.M. Legal Writing (AC1), who oversees approximately 19 part-time lecturers who teach Legal Research and Writing for LL.M.s during the Fall semester.
  
• The ADAP directly supervises the Director of Field Placements (a lecturer with continuing status), the Director of Pro Bono Programs (AC1), the Director of Competitions (AO3), and the Director of UCDC (AC1), as well as the staff that report to them.
  

Budget Management

• 
  
• The ADAP oversees seven separate budgets for different programs at the Law School, including the Experiential Education budget, the J.D. Legal Writing Instructor budget, the Competitions budget, and the Field Placement Program budget. Specifically, the ADAP has the following, budget-related responsibilities:
  
  
  • 
    
  • Management of the unit's budget, including compensation and non-compensation operating expenses;
    
  • Participation in the annual budget review process and setting of strategic goals for the unit in consultation with the Dean, Associate Dean, and others;
    
  • Reviewing periodic budget updates and making mid-year, budget-related adjustments as needed;
    
  • Working with direct reports to ensure they are on track to remain within approved budgets and provide guidance;
    
  • Using and interpreting budgetary information as needed to make programmatic and staffing decisions;
    
  • Evaluation of complex financial and budgetary information in order to evaluate program performance, needs, or proposed changes, and to respond to Law School and campus requests for information related to expenses and revenue for programs.
    
  
  
  

For more Information: academics/jd/

• 
  
• Candidates must hold a J.D. degree or equivalent international degree.
  

• 
  
• At least ten years of professional work experience in law practice or at a U.S. law school.
  
• At least 5 year of management and supervisory experience (which can take place within the 10 years of professional work experience in law practice or in a law school)
  
• At least three years of professional experience with budget management. (This experience can take place within the 10 years of professional work experience in law practice or in a law school.)
  

• 
  
• At least five years of experience supervising academic employees, including those with a J.D. or equivalent international degree
  
• At least five years of management experience in a U.S. Law school, with a preference for experience in a top-20 law school.
  
• Experience in a management position in the University of California system.
  
• Experience in law teaching in a U.S. law school.
  
• Familiarity with the needs and interests of international students (who are typical participants in the LL.M. program).
  
• Experience working in or managing in a collective bargaining environment.
  
• Exceptional oral and written communication skills needed to ensure clear policies and procedures among cross-departmental communication and collaboration.
  
• Experience in administrative operations creating ongoing operational efficiencies.
  
• Strong commitment to effective management practices, staff development and morale.
  

• Curriculum Vitae - Your most recently updated C.V.

  
  

• Cover Letter

  
  

• Writing Sample - Appropriate styles would be a comment letter, white paper, or other writing sample of no more than 10 pages. The purpose of this sample is to illustrate the writer's capacity to write clearly, concisely and effectively.

  
  

• 3 required (contact information only)

Help contact:

UC Berkeley is committed to diversity, equity, inclusion, and belonging in our public mission of research, teaching, and service, consistent with UC Regents Policy 4400 and University of California Academic Personnel policy (APM 210 1-d). These values are embedded in our Principles of Community, which reflect our passion for critical inquiry, debate, discovery and innovation, and our deep commitment to contributing to a better world. Every member of the UC Berkeley community has a role in sustaining a safe, caring and humane environment in which these values can thrive.

The University of California, Berkeley is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, or protected veteran status.

For more information, please refer to the University of California's Affirmative Action and Nondiscrimination in Employment Policy and the University of California's Anti-Discrimination Policy.

In searches when letters of reference are required all letters will be treated as confidential per University of California policy and California state law. Please refer potential referees, including when letters are provided via a third party (i.e., dossier service or career center), to the UC Berkeley statement of confidentiality prior to submitting their letter.

As a University employee, you will be required to comply with all applicable University policies and/or collective bargaining agreements, as may be amended from time to time. Federal, state, or local government directives may impose additional requirements.

Unless stated otherwise, unambiguously, in the position description, this position does not include sponsorship of a new consular H-1B visa petition that would require payment of the $100,000 supplemental fee.

As a condition of employment, the finalist will be required to disclose if they are subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct.

• 
  
• "Misconduct" means any violation of the policies or laws governing conduct at the applicant's previous place of employment, including, but not limited to, violations of policies or laws prohibiting sexual harassment, sexual assault, or other forms of harassment or discrimination, as defined by the employer.
  
• UC Sexual Violence and Sexual Harassment Policy
  
• UC Anti-Discrimination Policy
  
• APM - 035: Affirmative Action and Nondiscrimination in Employment
  

The Business Leadership team builds strong client relationships that drive positive outcomes for their business. The team does this by immersing itself in the business, elevating strategic opportunities for growth, and developing media recommendations that keep clients at the forefront of the industry. The key to this leadership comes from Mediahub's values, including a commitment to fostering curiosity, collaboration and diversity with the talented humans that power our global challenger brand. This team problem-solves, generates innovative solutions and displays energy and passion for the work presented. Successful candidates must not shy away from change, as we are an agency that thrives on the constant evolution of technology and its role in our work. Candidates must be comfortable working with data, have excellent communication and organizational skills and be confident collaborators.

The Media Supervisor will act as the go-to resource for media budget, client billing and support for PI, Kinesso, and Local Mediabrands. You will be responsible for leading and managing the execution and updates of media tools, prepare written and present competitive spending reports and insights. In this role you will develop the skill and knowledge base of those more junior as well as supervise, advise, and counsel direct report(s).

Portfolio & Growth

* Assist with day-to-day operations of the client media plan and budget details, including flowchart, budget trackers, ensuring client signs accurate, timely media authorizations prior to buys.

* Attend client status meetings and demonstrate interest in client's business/category.

* Act as the go-to resource for media budget, client billing and support for PI, Kinesso, Local Mediabrands as they take on accountability (in 2024) Prisma entry, invoice reconciliation and channel-level budget tracking.

* Responsible for getting client MBA (media buy authorization) signed prior to the buy being place.

* Build relationships and trust with partners in Mediahub's Partnership Investments, Audience Science, Campaign Insights, Insights + Action and Radical + Disruptive, in addition to extended the specialty teams.

* Monitor client and marketing industry trades, media plan performance reporting and competitive activity to surface industry updates, performance insights and opportunities to team and clients.

Media Strategy

* Support 1-2 accounts, pending scale and complexity of business and scope of deliverables.

* Support Associate Media Director in scheduling and provide recaps for media brief deliverables, check-ins, presentations, launch, QA and reporting.

* Partner with Local Investments, Kinesso and Partnership Investments on development of partner list, RFP details and evaluation prior to client recommendations.

* Partner with analytics team to implement measurement objectives and taxonomy.

* Ensure flawless execution of media campaigns. This includes leading campaign implementation and execution, QA, monitoring/optimizing, and insightful reporting.

* Utilize IGNITE planning strategy process (Implement business intelligence, generate multiple audience segments, Navigate the investment, Tap into culture, Evolve with speed and precision) as part of client teams, to guarantee robust analysis of business/media role.

* Prepare written and present competitive spending reports and insights and connect to business intelligence for role of spend on share, etc.

* Responsible for running all planning tools (i.e. Kismet, R/F, etc), as well as partnering with Analytics to run any models, to determine the optimal media mix (across all channels) and plan delivery.

* Proficient in media math and how to apply calculations, demonstrating proficiency in working with and managing numbers.

* Leads and manage the execution and updates of media tools (i.e. flowchart maintenance).

* Support Insights + Action and Radical + Disruptive with execution (timelines, budgets, approvals) of approved ideas and corresponding reporting.

* Be a champion for great work and support team with writing, presenting, and providing data and assets to create case studies that win awards, win business, and celebrate the work (internally and externally).

* Contribute ideas that contribute to creative media tactics.

People & Culture

* Participate in a diverse, inclusive, creative culture.

* Collaborate with peer group to share work and inspire junior team members about creative-thinking, accountability, and thought-leadership.

* Responsible for developing the skill and knowledge base of those more junior as well as supervise, advise, and counsel direct report(s).

* Proven expertise in at least 3 channels, while developing additional acumen of cross-channel media marketplace and planning essentials (delivery levels, flighting, etc.), including Video/Audio Broadcast/Streaming, Direct and Addressable Digital, Social Media, Retail Media (if applicable), Print, OOH, etc.

* Experience creating and selling media programs, including ability to articulate strategic foundation for media plan development.

* Able to demonstrate the ability to successfully multi-task while preserving high attention to detail, manage your time and show superb organizational skills and the ability to meet deadlines.

* Demonstrate excellent verbal, written and presentation skills and ability to think on your feet.

* Strong mathematical abilities

* Advanced computer skills (MS Word, Excel, PowerPoint) and knowledge of DCM, Prisma, comScore, MRI.

* Must be able to occasionally travel to supported markets or client events.

* Bachelor's degree preferred.

* 3+ years of experience desired

We offer a Total Rewards package that includes medical and dental coverage, 401(k) plans, flex spending, life insurance, disability, employee discount program, employee stock purchase program and paid family benefits to support you and your family. To give you the ability to better meet your personal needs, and in support of your physical and emotional well-being, you will receive discretionary time off days and company-wide Appreciation Weeks and Wellness Days.

We also offer a competitive Total Compensation package, including a competitive salary and eligibility for an annual discretionary incentive award or a relevant incentive award.

The salary range for this position is posted below. Where an employee or prospective employee is paid within this range will depend on, among other factors, actual ranges for current/former employees in the subject position, market considerations, budgetary considerations, tenure and standing with the Company (applicable to current employees), as well as the employee's/applicant's skill set, level of experience, and qualifications.

It is the policy to provide equal employment opportunities to all employees and applicants for employment without regard to race, color, ethnicity, gender, age, religion, creed, national origin, sexual orientation, gender identity, marital status, citizenship, genetic information, veteran status, disability, or any other basis prohibited by applicable federal, state, or local law.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

The employer will make reasonable accommodations in compliance with the American with Disabilities Act of 1990. The job description will be reviewed periodically as duties and responsibilities change with business necessity. Essential and other job functions are subject to modification. Reasonable accommodations may be provided to enable individuals with disabilities to perform the essential functions.

For applicants to jobs in the United States: In compliance with the current Americans with Disabilities Act and state and local laws, if you have a disability and would like to request an accommodation to apply for a position, please email .

The Wealth and Estate Planning Strategist provides subject matter and operational process expertise to the Advisory team in a one-to-one working relationship, primarily to the CEO and secondarily to other advisors. The primary functions of this role include but are not limited to: (1) advisor support; (2) client proposals; (3) plan implementation; and (4) research, in order to support and leverage the efforts of the CEO and other advisors in all matters, meetings and events involving clients and prospects.

The Wealth and Estate Planning Strategist must be resourceful and enjoy working within a small, entrepreneurial environment that is mission-driven, results-driven and community oriented. The ideal individual will have the ability to exercise good judgement in a variety of situations, with strong written and verbal communication, administrative, and organizational skills, and the ability to maintain a realistic balance among multiple priorities.

The Wealth and Estate Planning Strategist will work independently on projects, from conception to completion, and must be able to work under pressure at times to manage a variety of activities and confidential matters with discretion.

Responsibilities:

Advisor Support

• Understand and implement complex strategies, including Wealth Transfer, Estate Tax Mitigation, and Charitable Strategies.
• Facilitate data collection and management.
• Receive, process, and disseminate data to team.
• Organize, prepare and/or execute client communication, including but not limited to agenda, meeting minutes, and follow up and engagement letters.
• Provide internal professional opinions, advice, and recommendations to advisors. Client Proposals
• Manage development and maintenance of client facing materials and library.
• Complete and/or coordinate initiation, production, compiling, tracking, and archiving prospective client proposals and current client reports.
• Create case analysis, narrative, spreadsheets, schematics, and calculations.
• Prepare and deliver multi-life employer and employee communications.
• Schedule, prepare for, and participate in multi-life employee meetings.

Plan Implementation

• Coordinate, manage and/or execute implementation with client advisors and designated client team in a progressive timeline to full completion of task(s); keeping all necessary parties informed.
• Assist to help implement legal documentation for non-qualified plans, insurance, and estate planning strategies. May include follow-up with or assistance in design for non-qualified plans with attorney or legal resources to help clients implement the desired strategies.
• Collaborate in the internal maintenance of client documentation and files, including, but not limited to legal documents, meeting notes, etc.

Research

• Research client questions or strategies, which may include, but are not limited to insurance, income taxation, estate taxation, legal, and non-qualified plans.
• Continually invest time in Education (reading, researching, etc.) and share as applicable to the advisor team and/or CG staff to help maintain compliance with new rules, laws, court cases, etc.

Requirements:

• Strong work tenure: 10+ years in life insurance - marketing support, and/or advisor support.
• BA/BS degree in Business, Finance or related.
• CPA, CLU, CFP,or Law Degree.
• Measured competency in mathematics and financial spreadsheets.
• Knowledge of life insurance products and marketing techniques.
• Strong initiative, critical thinking, flexibility, accountability.
• Strong attention to detail with ability to organize, prioritize, and manage multiple tasks within set deadlines.
• Platinum-level interpersonal skills and ability to build relationships with advisors, staff, clients, client advisors, and vendors.
• Ability to work autonomously and perform well under pressure.
• Expert level written and verbal communication skills.
• Highly proficient in Microsoft Office, CRM systems, and able to develop competency in common software programs.
• Ability to use personal discretion to deal with sensitive and confidential data, with tact, diplomacy, and a courteous bedside manner.

Compensation: $175,000-200,000+ DOE, plus discretionary bonus and benefits.

Location: Irvine, California. The role is hybrid.

About Us

The Cleveland Foundation, established in 1914, is the world's first and one of the largest community foundations, with assets exceeding $3.9 billion. Our mission is to enhance the lives of all residents in Greater Cleveland, now and for generations to come.

As we continue to grow and evolve, we are dedicated to building strong relationships and trust across our community, working collaboratively to create innovative, impactful, and internationally recognized contributions to the field of philanthropy.

About You

You are a detail-oriented and proactive professional with a strong interest in both legal operations and accounting within a mission-driven nonprofit environment. Highly organized, analytical, and efficient, you thrive in roles that require precision, discretion, and thoughtful collaboration across disciplines. You bring the ability to execute and coordinate work at the intersection of Legal and Finance, supporting each function within clearly defined roles, controls, and accountability frameworks.

You are comfortable managing complex data, navigating compliance systems, and supporting financial processes while applying a strong legal lens to charitable planning and administration. Whether preparing fund agreements, assisting with complex outright and estate gifts, or managing gift processing and administration, you bring clarity, organization, and insight to every task. As a trusted partner to the Legal, Finance, and Philanthropy teams, you understand how disciplined legal and financial infrastructure underpins effective donor stewardship and philanthropic impact.

Job Summary

The Senior Paralegal, Charitable Planning & Administration role is a dual-function position that bridges Legal and Finance to support charitable planning, gift administration, and compliance. It advances the organization’s goals by ensuring legally sound, well-coordinated charitable giving and gift administration processes while maintaining clear accountability within each department. As part of the Legal team, the role supports the General Counsel and Legal Counsel with legal services related to charitable giving, contracts, compliance, and legal operations, while also providing defined operational support to Finance. The position reports directly to the General Counsel, with finance-related work performed under the functional direction of the Vice President, Accounting.

Key Responsibilities

• Ensure legally sound, donor-intent–aligned charitable giving and gift administration by integrating legal oversight, compliance, and operational execution across the lifecycle of complex gifts, estates, trusts, and funds.
• Advance organizational effectiveness and risk management by supporting high-quality legal services, contract governance, and compliance practices related to charitable planning, agreements, and foundation operations.
• Enable accurate, timely, and compliant gift administration by overseeing critical processes for gift receipt, allocation, acknowledgement, fund setup, and specialized fund transactions in close coordination with Legal, Finance, and Philanthropy.
• Strengthen cross-functional coordination and donor experience by serving as a trusted operational and legal partner to internal teams, donors, and external advisors, ensuring clarity, consistency, and responsiveness in donor transactions.
• Improve systems, data integrity, and decision-making by contributing legal and operational expertise to Salesforce and contract management tools, and by producing reliable reporting on planned gifts, estates, trusts, and funds.

Competencies & Behavioral Expectations

• Judgment
• Communication
• Teamwork & Collaboration
• Adaptability
• Problem-Solving

Required Qualifications

• A bachelor’s degree in a relevant field and/or paralegal certificate or equivalent legal training.
• Minimum five to seven years’ experience in a paralegal, legal operations, trust and estate administration, charitable planning, or related role; nonprofit, finance, and/or in-house experience a plus.
• Demonstrated experience drafting and reviewing complex legal documents, including charitable gift agreements, fund agreements, estate and trust related documents, or comparable instruments.
• Working knowledge of estate planning, trusts, charitable giving vehicles, and donor-advised funds, including donor intent and compliance considerations.
• Experience supporting or coordinating estate and/or gift administration, receipting, or accounting-adjacent processes.
• Ability to work effectively in a dual-reporting or matrixed environment, balancing priorities across departments while maintaining clear role boundaries.
• Strong analytical, organizational, and data-management skills, with the ability to manage multiple workflows and deadlines with a high degree of accuracy.
• High level of discretion and sound judgment in handling confidential legal, financial, and donor information.
• Proficiency researching individuals and other funding sources through online resources (Lexis, etc.) and other electronic and print sources of information.
• The ability to collaborate successfully with a diverse group of individuals internal and external to the organization.

Preferred Qualifications

• Proficiency with software platforms, such as Agiloft, Salesforce, iPhi/Ren, PG Calc, Microsoft Office and/or other contract lifecycle or project management systems
• Work Environment
• The role is primarily office-based, involving frequent interaction with executives, staff, and external partners.
• The position may require prolonged periods of sitting, as well as occasional lifting of light office supplies and materials.
• Occasional extended hours to meet deadlines or support special events.
• Occasional travel may be required for meetings, events, or conferences.

Status: Regular, Full-Time, Exempt

Company Description

Quantis Wealth Management is a planning-focused advisory firm based in McLean, Virginia, providing integrated wealth management, tax planning, and advanced financial guidance to high-net-worth individuals and families.

We believe exceptional advice goes beyond investments — it requires thoughtful coordination across tax, estate, and financial planning disciplines. Our team partners closely with clients through all stages of life, helping them make informed, confident decisions while preserving and transferring wealth across generations.

As our firm continues to grow and deepen our planning capabilities, we are expanding our estate planning resources to deliver a more coordinated and client-centered experience.

Role Description

Quantis Wealth Management is seeking a part-time or full-time Estate Planning Paralegal / Estate Planning Specialist to join our team in McLean, VA.

This is a client-facing role focused on helping families implement thoughtful estate planning strategies in coordination with their broader financial plans.

A key responsibility of this role will be supporting the rollout and ongoing management of our digital estate planning platform (e.g., or similar), ensuring a smooth and high-quality experience for clients and advisors alike.

The ideal candidate will serve as a bridge between our advisory team, clients, and external estate attorneys — helping translate planning concepts into clear action steps and ensuring follow-through on implementation.

Key Responsibilities

·      Lead the rollout and ongoing management of Quantis’ digital estate planning platform (e.g., or similar tools)

·      Guide clients through estate planning workflows, including information gathering, document preparation, and implementation steps

·      Serve as a primary point of contact for estate planning coordination, ensuring a high-touch client experience

·      Prepare and review estate planning summaries, beneficiary reviews, and planning documentation

·      Coordinate with external estate attorneys and client professionals to support efficient document drafting and execution

·      Assist advisors in preparing for estate planning discussions and advanced planning cases

·      Conduct targeted legal and planning research to support complex client scenarios

·      Maintain organized records of estate planning documents and workflows

·      Support ongoing improvements to internal estate planning processes and best practices

Qualifications

·      3+ years of experience in estate planning, private client law, or related financial services

·      Strong knowledge of estate planning fundamentals, including wills, trusts, beneficiary designations, and estate administration concepts

·      Experience preparing and reviewing legal or estate planning documents

·      Excellent communication skills with the ability to explain complex topics clearly and professionally

·      Proven ability to manage multiple client cases with strong organization and attention to detail

·      Comfortable working directly with clients in a professional, advisory environment

·      Experience coordinating with attorneys or multi-disciplinary teams preferred

·      Familiarity with digital estate planning platforms (e.g., , Vanilla, or similar) is a plus

·      Paralegal certification or relevant legal/financial degree preferred

Why This Role Is Unique

Unlike traditional law firm roles, this position sits within a collaborative wealth management environment where estate planning is integrated into a broader financial strategy. You’ll work closely with advisors and clients to bring clarity and structure to meaningful, long-term planning decisions.

This is an excellent opportunity for someone who enjoys estate planning but wants a more relationship-driven, planning-focused environment with strong growth potential.

Pay: $95,000.00 - $150,000.00 per year

Why This Is a Great Opportunity

• Join a sophisticated, private-wealth-focused legal team serving high- and ultra-high-net-worth clients in a high-trust environment
• Do real transactional work: entity formation, governance, contracts, due diligence, and outside general counsel-style support
• Work closely with business owners and closely held companies on practical, strategy-driven planning
• Strong platform for growth if you’re polished, detail-oriented, and client-service driven
• Stable, professional environment with high standards and meaningful work

Location: Full-time, on-site role based in Salt Lake City, UT (in-person collaboration and client service are core to how the team operates).

Note: Must be actively licensed and in good standing with the Utah State Bar, and must have 1+ year of transactional/business planning experience.

About Us

We are a law-firm-led private wealth organization supporting high- and ultra-high-net-worth clients. Our work is detail-driven, highly confidential, and rooted in exceptional client service. We value professionalism, responsiveness, and strong judgment. Confidential Employer.

Job Description

• Draft and review entity formation and governance documents for LLCs, corporations (for-profit and nonprofit), LPs, and other entities
• Draft, review, and negotiate a wide range of business contracts and transactional documents
• Provide outside general counsel support to business owners and closely held businesses
• Conduct legal due diligence in connection with business transactions and planning matters
• Advise clients on business planning, operations, and risk management from a practical legal perspective
• Collaborate closely with attorneys and staff to deliver a polished client experience
• Maintain organized matter files, documentation, and document-management workflows
• Meet an annual billing expectation of 1,800 billable hours with consistently high-quality work product

Qualifications

• J.D. from an accredited law school
• Active Utah State Bar license and in good standing
• 1+ year of experience practicing in transactional law and/or business planning (entity formation/governance and contracts)
• Strong drafting skills and sound issue-spotting judgment
• Excellent written and verbal communication skills with a client-service mindset
• Highly organized, detail-oriented, and dependable with deadlines and follow-through
• Comfortable with document management and matter organization in a professional services environment

Why You Will Love Working Here

• Professional, discreet, high-performing team with a strong standard of excellence
• Client-facing work with real ownership and accountability
• Collaborative environment with consistent work quality and clear expectations
• Opportunity to deepen transactional skills across business planning, governance, and contracts

JPC-705

Job Type: Full-time

Benefits:

• Dental insurance
• Paid time off
• Retirement plan
• Vision insurance

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.

Our client is seeking a sophisticated Tax & Estate Planning Attorney to join our highly respected Silicon Valley practice. We represent high-net-worth individuals, business owners, and multi-generational families in complex estate and tax matters. This is an opportunity to work on sophisticated planning strategies in a collaborative, growth-oriented environment.

What You’ll Do:

• Design and implement advanced estate plans (revocable/irrevocable trusts, GRATs, SLATs, ILITs, etc.)
• Advise clients on federal and California tax planning strategies
• Handle wealth transfer planning, business succession planning, and asset protection
• Draft estate planning documents and oversee trust administration matters

What We’re Looking For:

• 4+ years of experience in tax and estate planning
• Strong knowledge of federal estate and income tax laws
• California Bar admission

Why Join Us?

• Established, reputable firm with strong community presence
• High-level, sophisticated clientele
• Collaborative team culture

If you’re looking to elevate your estate planning practice with a firm that values expertise, long-term relationships, and professional growth, we’d love to connect.

Salary and Other Compensation:

The annual salary for this position is between $160,000 – $200,000 annually. Factors which may affect pay within this range include geography/market, skills, education, experience, and other qualifications of the successful candidate.

If you are interested in this position and want to know more about it, you can schedule a call with me through my Calendly link:

Company Description

Worden Thane P.C. has served the Missoula community for over 100 years, offering high-quality, affordable legal services to both individuals and businesses. A member of Meritas, a global affiliation of law firms, Worden Thane P.C. leverages this network to provide exceptional client support beyond its local region. With a cost-conscious and client-focused approach, the firm is dedicated to achieving practical and effective results for its clients.

In order to best serve our clients, we are seeking an experienced and highly motivated full-time paralegal to support our fast-paced Estate Planning and Transactional Department. The ideal candidate should have a minimum of five years of experience in estate planning, trust administration, probate, and guardianship matters. We are looking for a professional who thrives in a collaborative environment, values teamwork, and delivers exceptional client service.

Key Responsibilities:

A successful candidate will demonstrate proficiency in:

• Drafting comprehensive estate planning documents, including wills, trusts, powers of attorney, advance healthcare directives (living wills), and related ancillary documents;
• Preparing pleadings and filings for trust, probate, and guardianship proceedings, including petitions, motions, inventories, accountings, and notices;
• Communicating effectively with clients, beneficiaries, third parties, and courts to gather, organize, and distribute information;
• Maintaining organized client files and proactively managing deadlines;
• Collaborating with attorneys, legal assistants, interns, and clients to ensure efficient case management;
• Accurately tracking billable and administrative time.

Qualifications:

The ideal candidate will be detail-oriented, organized, and self-motivated, with a strong commitment to producing high-quality work.

Qualifications include:

• At least five years of relevant experience in estate planning, trust administration, probate, and guardianships;
• Familiarity with Montana probate and guardianship rules and procedures;
• Experience drafting and filing pleadings in Montana courts;
• Ability to work both independently and collaboratively while managing multiple priorities and deadlines;
• Strong writing, proofreading, research, and verbal communication skills.

Technical Skills:

• Proficiency in Microsoft Office Suite
• Experience with Adobe software
• Familiarity with document management and electronic filing systems preferred

Worden Thane P.C. offers the opportunity to work in a professional, team-oriented environment dedicated to providing excellent legal services to our clients. Upon hire, the candidate will have a competitive compensation and benefits package.

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.

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.

• 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

• 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

• 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

• 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.

Job Summary

The Senior Manager of Financial Planning & Analysis for Ancillary Services will drive financial excellence by providing oversight of budgeting and financial management as well as ownership of the P&L.

Essential Job Functions

• Prepare, maintain, and analyze P&L statements and budgets to identify variances, cost trends, and growth opportunities.

• Execute financial planning and analysis activities to support profitability improvement and operational efficiency initiatives.

• Develop, update, and maintain financial proformas and annual budgets.

• Track and report on gross margin performance, identifying drivers of variance and recommending practical improvements.

• Work closely with internal departments and practice leaders to gather financial data, validate assumptions, and support performance improvement initiatives.

• Provide detailed financial analysis to support decision-making.

• Assist in implementing programs and initiatives designed to drive cost-effective and high-quality operations.

• Support the documentation and consistent application of financial policies, procedures, and internal controls.

• Prepare accurate and timely month-end, annual, and ad-hoc financial reports.

• Complete special projects and additional responsibilities as assigned.

*NOTE: The list of tasks is illustrative only and is not a comprehensive list of all functions and tasks performed by this position.

Education, Experience, Skills, and Requirements

• Bachelor’s degree in finance or accounting required; CPA/MBA preferred.

• At least 3-5 years of accounting/finance experience in the healthcare industry.

• Proficient in MS Office applications and accounting software.

• Knowledge of financial systems, financial principles and control mechanisms, guiding financial excellence.

• Proactive mindset with an innate ability to anticipate emerging business challenges.

• Exceptional communication skills, both written and verbal, combined with outstanding interpersonal and customer service abilities

• Some travel as needed.

• Knowledge of HIPAA Security preferred.

Core Competencies

Accountability:

• Demonstrate an understanding of the link between one's own job responsibilities and overall organizational goals and needs.

Analytical Thinking:

• Demonstrate the ability to deconstruct information into smaller categories in order to draw conclusions.

Decision Making:

• Manage to make the right decision in complex situations.

Management and Leadership:

• Demonstrate the ability to influence and guide members of an organization.

Result Oriented:

• Demonstrate knowledge in setting and achieving challenging goals.