Paytech Trust Jobs in Usa

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

The Opportunity

As a dedicated auto adjuster, within defined guidelines and framework, you are responsible to adjust moderately complex auto insurance claims presented by or against our members to include the end-to-end claims process and settling claims in compliance with state laws and regulations. You are accountable for delivering best in class service, through setting appropriate expectations, proactive communications, advice, and empathy.

This hybrid role requires an individual to be in the office 3 days per week. This position can be based in San Antonio, TX. Relocation assistance is not available for this position.

What you'll do:

• Investigates liability and applies appropriate coverage, evaluates, negotiates, and settles moderately complex auto claims.

• Negotiates liability for comparative negligence (claimant or adverse carrier).

• Identifies coverage concerns, reviews prior loss history, determines, and creates Special Investigation Unit (SIU) referrals, when appropriate.

• Interacts with multiple parties to gather information needed to determine liability (police reports, recorded statements, witness statements).

• Resolves claims through proactive problem solving and decision making, within authority guidelines and under moderate supervision, overcoming obstacles, and effectively prioritizing the workload.

• Clearly documents thought process including damage evaluation, investigation, negotiation, and settlement decisions

• Collaborates and sets expectations with external and internal business partners to facilitate claims resolution.

• Supports members, business partners, and claimants, through use of varying communication channels to include utilization of digital tools to drive timely and effective resolutions through exceptional service.

• Applies developing knowledge of P&C insurance industry products, services, to include P&C insurance policy contracts, coverages and internal claims handling process and procedures.

• Applies intermediate knowledge of Auto Physical Damage to adjust claims.

• Supports workload surges and catastrophe (CAT) response operations as needed, including mandatory on-call dates and potential evening, weekend, and/or holiday work outside normal work hours.

• May be assigned CAT deployment travel with minimal notice during designated CATs.

• Works various types of claims, including ones of higher complexity, and may be assigned additional work outside normal duties as needed.

• Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

What you have:

• High School Diploma or General Equivalency Diploma.

• 1 year of customer service experience.

• Progressive experience handling low complexity auto non injury liability claims.

• Acquisition and maintenance of insurance adjuster license within 90 days and 3 attempts.

• Developing knowledge and understanding of auto claims contracts as well as application of case law and state laws and regulations.

• Demonstrated negotiation, investigation, communication, and conflict resolution skills.

• Proficient in prioritizing and multi-tasking, including navigating through multiple business applications.

• Successful completion of a job-related assessment may be required.

What sets you apart:

• One or more years of auto liability claims experience managing claims from initial contact through resolution
• Minimum one year of experience managing a pending inventory with demonstrated organization and prioritization skills
• At least two years of customer service experience, demonstrating strong communication and problem-solving skills
• Proven experience with comparative negligence and shared liability determinations
• Strong analytical and communication skills with the ability to interpret policy language, assess coverages, and make sound decisions
• Proficiency with Guidewire or similar claims management systems
• Bachelor’s degree or industry designation (e.g., AIC, CPCU)
• Military experience through service or as a military spouse

Compensation range: The salary range for this position is: $51,370 - $92,060.

USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

For more details on our outstanding benefits, visit our benefits page on

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

USAA 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, or status as a protected veteran.

Are you looking for a lifestyle firm where you can do great work and get substantive experience?

We are working with a mid-size NYC law firm that is seeking a junior to mid-level associate to join their Chambers recognized trusts and estates practice. The ideal candidate will have 2-4 years of relevant experience. The firm provides a good work-life balance and stimulating work.

This is an UNPOSTED role and a great opportunity for people want a change from BigLaw or people who want a life outside the office. Low billable hour target: 1500-1700. Salary range: $160,000-180,000. Must be licensed in NY.

If you are interested in learning more about this position, please submit your resume in confidence and one of our dedicated associate recruiters will be in contact if you meet our qualifications. We will not disclose your identity or share your resume with our client until we have your express permission.

OPERATIONS MANAGER – SYSTEMS, WORKFLOWS & AI ENABLEMENT

The Owner/Principal Attorney is a visionary, strategist, and innovator. Growth is now constrained by operational bandwidth, workflow consistency, and the absence of a single person fully owning execution across all practice areas.

Why This Role Matters

The Operations Manager exists to bring structure, follow-through, and operational discipline to the firm—turning vision into systems, and systems into results. This role is for someone who takes pride in doing things the right way—and isn’t satisfied until they are done right.

At Safe Harbor Wills & Trusts, growth means building systems that allow good people to do excellent work consistently, without cutting corners.

As Operations Manager, your work will directly shape how the firm operates, how it scales, and how clients are served over the long term. You’ll partner closely with an owner who values structure, respects operational leadership, and gives you the authority to implement systems that last.

If you’re motivated by clarity, accountability, and the satisfaction of building something durable and well-run, this role offers the opportunity to make a meaningful, lasting impact.

CORE MISSION

• Turn vision into systems.
• Turn systems into habits.
• Turn habits into measurable time savings, consistent outcomes, and predictable growth.

Compensation - COMPENSATION & GROWTH   $67,500 – $75,000 base salary, DOE Bonus eligibility tied to firm growth and improved margins, 401(k) with employer matching, Life insurance, Paid vacation after ninety (90) days, clear path to Director of Operations as the firm grows

$67,500 – $75,000 base salary DOE - Bonus eligibility

SCOPE OF RESPONSIBILITY

This is a firm-wide role covering all practice areas, including:

• Estate Planning
• Medicaid Planning
• Probate & Trust Administration
• Special Needs Planning
• Client C.A.R.E. program (Client Maintenance & Continuity Program)

ABOUT THE C.A.R.E. PROGRAM

Safe Harbor’s C.A.R.E. program is the firm’s ongoing client service and maintenance program, designed to provide structured follow-up, updates, and long-term support after initial legal planning is completed.

The C.A.R.E. program supports consistent client engagement, document upkeep, funding alignment, and referral continuity across all practice areas.

From an operations standpoint, the C.A.R.E. program functions as a recurring, system-driven component of the client lifecycle, requiring disciplined workflows, tracking, automation, and accountability to operate effectively at scale.

The Operations Manager does not sell the C.A.R.E. program directly, but is responsible for ensuring it runs consistently, securely, and predictably as part of the firm’s overall service model, enhancing client satisfaction, renewal rates, and referral rates.

PRIMARY RESPONSIBILITIES

Customer Journey & Workflow Ownership

• Own and maintain a unified Customer Journey Map (current and future state).
• Ensure workflows align with a consistent client experience across all practice areas.
• Eliminate ambiguity, rework, and handoff failures.
• Support the design, implementation, and oversight of a tiered drafting and production model, including appropriate use of offshore or third-party resources, while maintaining quality control, data security, confidentiality, and attorney review standards.

Operations, Accountability & KPIs

• Build, document, and enforce Standard Operating Procedures (SOPs).
• Maintain role clarity and accountability across teams.
• Implement and monitor KPIs tied to file velocity, error rates, C.A.R.E. program metrics, and documented time saved.
• Run weekly operational check-ins and monthly KPI reviews.

 AI-Enabled Systems & Automation

• Design and deploy AI-assisted operational tools (e.g., call summaries, workflow reviews, C.A.R.E. follow-ups, internal training).
• Automate workflows within Clio, DecisionVault, ElderDocs, and related systems.
• Measure success by real, documented time savings and error reduction—not experimentation.

Workflow Automation & Systems Integration

• Design, implement, and maintain reliable workflow automations that connect the firm’s core systems.
• Integrate practice management, intake, drafting, communication, and AI tools.
• Use automation platforms such as Zapier, Make (Integromat), Microsoft Power Automate, or comparable tools.
• Build automations with appropriate error handling, access controls, documentation, and change management.
• Ensure automations are secure, production-ready, and governed—not ad hoc or experimental.

AI Governance & Policy Authority

• Draft, implement, and enforce firm-wide AI use policies.
• Approve, modify, or shut down AI tools as necessary.
• Train staff and monitor compliance with AI and automation standards.

 Technology & Systems Stewardship

• Ensure technology supports workflows—not the other way around.
• Standardize file structures, task triggers, and system usage.
• Prevent shadow systems and inconsistent practices.
• Maintain awareness of confidentiality, data security, and vendor risk.

POD & Leadership Sequencing

•  Support leadership development only after workflows, systems, and KPIs are stable.
• Advise on readiness for leadership roles and delay when necessary to protect consistency.

Owner Leverage & Dependency Reduction

• Act as an operational buffer between the Owner and the team.
• Translate strategy into executable plans.
• Reduce reliance on any single individual through documentation, systems, and cross-training.

AUTHORITY

The Operations Manager has the authority to enforce workflows, SOPs, automation standards, and AI policies. Hiring and firing authority is advisory; final personnel decisions rest with the Owner.

LOCATION & TRAVEL

• Regular in-office presence required at the Syracuse/Camillus office.
• Occasional travel to the Watertown office.
• Quarterly out-of-area travel for training with the Owner.
• Out-of-area travel for training as necessary

FINAL NOTE

This role is for someone who takes pride in building systems that last, enjoys bringing order to complexity, and wants their work to materially improve both business performance and the daily experience of a professional team.

If you’re looking for a role where your operational discipline, technology fluency, and follow-through truly matter—we should talk.

IDEAL EXPERIENCE & EDUCATION

• 7–12 years of professional experience.
• 5+ years in operations, systems, or process-driven roles.
• Experience managing people and enforcing standards.
• Bachelor’s degree required; MBA helpful but not required.
• Valid driver’s license.
• Background check required.
• Experience designing and maintaining workflow automations using tools such as Zapier, Make (Integromat), Microsoft Power Automate, or comparable platforms.
• Candidates should be comfortable integrating multiple systems, managing exceptions, and ensuring automations are reliable, secure, and well-documented.

ASSESSMENTS

Safe Harbor Wills & Trusts uses professional behavioral and work-style assessments as part of the hiring process. Final candidates may complete assessments, including DISC, Kolbe, and PRINT, to evaluate alignment with the responsibilities of the role and the working relationship with the Owner/Principal Attorney.

These assessments are not pass/fail tests and do not replace interviews, experience, or a proven track record of success. They are used to support mutual fit.

Safe Harbor Wills and Trusts is a boutique law firm that focuses on helping individuals and families protect their home and life savings from the possibilities of unforeseen health and financial issues.

Our practice areas are limited to: Elder Law, Estate Planning, Family and Legacy Planning, Supplemental Needs Planning, Probate, and Guardianship Proceedings.

Safe Harbor Wills and Trusts believes in giving back to our communities. Employees are encouraged to participate in community and charitable events. When it comes to our team giving back, we believe we can all do well if we all do good.

Compensation details: 67500-75000 Yearly Salary

PI69e58fe7565f-3631

*This position reports to our Westlake, OH office full-time. To learn more about our sales team, check out our YouTube video!

Join the Equity Trust Sales team today!

As a 12-time NorthCoast 99 winner, Equity Trust values its associates and currently offers:

- Medical, Dental and Vision coverage first of the month following start date

- 20 days PTO per calendar year (prorated based on date of hire)

-10 paid holidays plus volunteer hours

-Paid Maternity/Parental leave

-On-site gym with weekly fitness classes

-Wellbeing program including opportunity for discounts on medical insurance

JOB OVERVIEW

The Account Executive II plays a pivotal role in expanding our Private Client Group business. Serves as a trusted financial professional to help guide prospects and clients with a consultative perspective, driving revenue growth while championing Equity Trust’s value proposition: flexibility, service excellence, and technology-driven solutions. Responsible for managing a sales pipeline, proactively generating new business, and collaborating internally to deliver exceptional outcomes for clients.

RESPONSIBILITIES & DUTIES

• Executes a sales plan and funnel
• Makes outbound phone calls to leads with current and past interest.
• Prospects, qualifies, and converts new business opportunities by communicating ETC’s unique value: nearly limitless investment flexibility, robust platform (myEQUITY), and trusted custodial experience.
• Manages full sales cycle: Engage > Identify > Solve > Fees > Close > Onboarding
• Assists in completion of account open documentation.
• Maintains and grow relationships with existing clients and strategic partners, ensuring customer satisfaction, renewal growth, and cross-sell of additional solutions
• Collaborates closely with Management, Client Success, Onboarding, and Client Service teams to ensure a seamless implementation process and a strong, positive client onboarding experience
• Stays current on industry trends including self-directed IRAs, real estate investing, alternative assets, 1031 exchanges, and cryptocurrency and clearly communicate how ETC’s solutions align with emerging client needs.
• Provides feedback from field to internal teams on client/market insights, competitive intelligence, and product features to strengthen ETC’s go-to-market strategy.
• Tracks sales activities, pipeline, forecasting, and metrics using CRM tools; maintain accurate records and reporting to management.
• Creates leads using Salesforce and documents all interactions.
• Collaborates with the onboarding team to ensure new accounts are opened and funded accurately and efficiently.
• Meets Sales objectives and business results as established by Sales Leadership
• Obtains and follows up with referrals
• Perform other duties as assigned

QUALIFICATIONS

• High School diploma or equivalent required
• Bachelor’s degree preferred
• Minimum one (1) year of sales experience preferred
• Proven track record of meeting or exceeding sales targets
• Willingness to travel (client meetings, industry conferences)

PROFESSIONAL CERTIFICATIONS

• None required

TECHNICAL SKILLS

To be successful in this role, you should have experience with and an understanding of the following:

• Intermediate level proficiency in Microsoft Office
• Comfort and fluency with technology platforms; ability to understand online tools and digital client experience

CULTURAL COMPETENCIES

In addition to our core company competencies of Cultivates Innovation, Nimble Learning, Action Oriented, Collaborates, and Being Resilient, a successful candidate in this role should exhibit the following behavioral competencies:

• Attention to Detail
• Time Management
• Written and verbal communication
• Organizing

PHYSICAL DEMANDS/WORK ENVIRONMENT

This job operates in a professional office environment and routinely uses standard office equipment. While performing the duties of this job, the associate is regularly required to speak and hear. The associate is frequently required to sit for extended periods of time, as well as stand, walk, use hands and fingers, and reach with hands and arms. This job requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.

DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENT

The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time.

Independence Realty Trust is currently seeking a Logistics Coordinator for its design team in Louisville, KY. The Logistics Coordinator will manage projects from order creation to project completion and will be the point of contact for all orders, as it flows from order placement to installation and closing out of a project. The interior design team is fast paced and requires excellent time management, prioritization, and multitasking skills. You will be responsible for managing all logistical operations, while maintaining project timelines.

***Must be able to accommodate a hybrid work schedule and reside in or near Louisville, KY

Independence Realty Trust, Inc (NYSE: IRT) is a real estate investment trust that owns and operates Class A and Class B multifamily apartments. We’re currently managing over 36,000 apartment homes, 120+ communities, in over 30 markets and in 14 of the country’s most desirable states. IRT has a strong commitment to hiring the most talented industry professionals, which has resulted in record growth, making the Company one of the most respected and trusted within our industry.

Are you ready to join our team? To research us in more detail, visit purchasing operations related to design material orders from project handoff, from the design team

Requirements

• 1-3 years of experience in the delivery and management of procurement, purchasing, strategic supply chain
• Bachelor’s Degree in Supply Chain Management, Business Administration, Economics, or relevant field
• Ability to direct and manage the procurement process using “best in class” procurement methods
• High degree of attention to detail required
• Experience using an ERP system and/or MRP software
• Strong organizational, analytical, and problem-solving skills
• Ability to build strong relationships with internal and external stakeholders
• Excellent communication, persuasion and negotiation skills
• Proficient in MS Office Suite Applications (Word, Excel, Outlook, PP) Smart Sheets
• Must be willing to travel up to 25%.

We offer:

• Competitive Compensation Package
• Bonus Opportunities
• Stock Awards
• Paid Holidays and Paid Time Off
• BCBS PPO Health Insurance
• 401k with 4% match

Independence Realty Trust is an Equal Opportunity Employer and committed to building a diverse and inclusive culture. We consider applicants for all positions without regard to race, color, religion, sex, national origin, age, sexual orientation, familial, marital or veteran status, disability, or any other legally protected classes.