Commercial Portfolio Manager - To 100K - Boulder, CO - Job 3436

Sr. Trust Officer – To $150K - Chicago, IL – Job # 3403b Who We Are The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves! We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you. The Position Our bank client is seeking to fill a Sr. Trust Officer role in the Chicago, IL  area. The position is responsible for managing multimillion-dollar trust portfolios; primarily established by Municipalities throughout New Jersey.   Wealth Management Administrator will be responsible for handling fiduciary account administration, and functions for individual and corporate client accounts, to ensure compliance to applicable laws, regulations, policies, practices and procedures.   The position offers a generous salary of up to $150K and a full benefits package.  (This is not a remote position). Sr. Trust Officer responsibilities include: Demonstrate strong technical knowledge of trust and estate law, gift, irrevocable life insurance trust, IRA accounts, and all ERISA regulations and standards for retirement planning.  Assess client estate and tax planning needs, from a legal and business perspective to effectively guide clients and their advisors to meet client and bank interests and objectives.  Maintain sound client relationships by managing administrative and fiduciary functions in all individual accounts, and follow all applicable state and federal banking rules and regulations. Engage with clients regularly, providing excellent customer service on tax investments, and general information on estate planning. Review Trust documents, providing a summary of Trust powers and any potential areas of concern.   Act as liaison with client attorneys, tax accountants and other professionals to ensure best outcome for client accounts. Align closely with investment and financial & estate planning experts to design comprehensive financial strategies and solutions to help clients achieve long term goals. Identify concerns and/or potential problems with clients’ accounts and address with Chief Trust Officer and CEO.  As appropriate make recommendations to resolve discrepancies. Implement and follow through on plans as needed, upon determination of assets allocation decisions.   Actively participate in investment, administration and payment review committees for Trust accounts. Who Are You? You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future. You also bring the following skills and experience: A bachelor’s degree in finance or a related field is required. MBA  desired. Five years’ of trust and/or estate management and administration experience. Experience with Fiduciary Income Tax and Estate Administration preferred. Expert knowledge of financial planning software including Excel, Power Point and cash flow analysis programs. Ability to effectively develop action plans for clients with recommendations for additional products and services to support long term needs and goals.   Expert knowledge of federal, state and local banking regulations; as well as IRS laws and regulations. Proven project management and strategic planning skills.   Ability to effectively communicate with bank Board of Directors and regulatory authorities, clients and client advocates (legal, financial and tax professionals).  Proficient presentation skills and comfortable presenting to diverse audience.   The next step is yours. Email us your current resume along with the position you are considering to: resumes@symicorgroup.com

Walter Hansel Winery & Bistro is a family owned and operated 10,000 case winery and restaurant. Located in our vineyards west of Santa Rosa. Established 30 years ago, our current Office Manager/Bookkeeper has been with us from the beginning and is retiring. We are very strong financially and are seeking a person who desires long term secure employment. We are looking for a detail oriented, self-motivated person with a strong background in accounting, bookkeeping and banking. This person would take ownership of such primary responsibilities as financial reporting, payroll, general administration, GL preparation, accounts payable/receivable and government reporting. Proficient in Quickbooks, experience in the wine industry preferred.

You will play a key leadership role across multi-disciplinary teams, guiding them through complex consulting engagements and be responsible for creating and positioning strategic change agendas within largest accounts across the C-suite, spanning the intersection between complex Business and IT customer solutions, transformations that impact across the entire customer Eco-system. As a Client Engagement Partner, you will have a pivotal role in driving profitable growth, leveraging our comprehensive capabilities to build strong client relationships, and leading your team to success. This role demands a strong presence, industry expertise, and the ability to cultivate relationships with CXO-level clients. Your leadership will be critical in fostering talent development and innovation within the organization. This role will also be leading the overall client engagement and delivering high quality client work alongside senior client stakeholders. Working in a transaction environment which may be pre or post deal, planning post deal implementation, and ultimately supporting execution. Partners will be focused on financial impact, utilization and contribution, client impact and leadership. Requirements You’re good at what you do and possess the required experience to prove it. However, equally as important – you have a growth mindset; keen to drive your own personal and professional development. You are customer-focused – someone who prioritizes customer success in their work. And finally, you’re open and borderless – naturally inclusive in how you work with others. Required Skills and Experience Deep Banking industry experience Deep Data and AI Knowledge Extensive experience in client engagement and relationship management at the CXO level Demonstrable ability to build and commercialize relationships with senior executives Proven track record of leading and executing complex projects with multi-disciplinary teams in a consulting, corporate or public sector environment Effective financial acumen with experience in driving revenue growth and managing margins Experience of managing or supporting high-value business development activities with senior stakeholders Deep understanding of industry trends and technology Sound personal brand and presence in the industry Demonstrated ability to innovate and drive change Benefits The compensation range for the position in the U.S. is $151,560 to $272,760 based on a full-time schedule. Your actual compensation may vary depending on your geography, job-related skills and experience.  For part time roles, the compensation will be adjusted appropriately. The pay or salary range will not be below any applicable state, city or local minimum wage requirement.          There is a different applicable compensation range for the following work locations:   California:               $166,680 to $327,240                                                                                 Colorado:                $151,560 to $272,760                                                                                 New York City:     $181,800 to $327,240                                                                                 Washington:          $166,680 to $300,120                                                                                 Washington DC: $166,680 to $300,120                                                                                 This position will be eligible for discretionary annual bonus program.

Word Processor-Expert MS Word user! Working for a Financial Printing firm in NY Fully remote 1st shift available Temp to perm Produce a wide variety of documents such as financial documents, correspondence, reports, presentations, and charts Create, revise, and print documents utilizing computer system software, macros, templates, and standard forms Work one-on-one with financial managers on special projects that need specific instruction Convert documents from various applications to requested applications Convert and edit complex financial documents Experience in Gofiler a plus Qualifications / Position Requirements Education and/or Experience Minimum of 3 years of relevant experience, legal or financial Word Processing Center preferred

The United States Department of State, Bureau of Political-Military Affairs, Office of the Directorate of Defense Trade Controls (PM-DDTC) is responsible for the regulation of defense trade through the Arms Export Control Act (AECA) and its implementing regulations, the International Traffic in Arms Regulations (ITAR). DDTC regulates temporary and permanent exports and the temporary import of defense articles, defense services, and technical data involving items on the United States Munitions List (USML). DDTC regulates the brokering of defense articles, defense services, and technical data. DDTC maintains the registration of manufacturers, exporters and brokers and issues export authorizations. DDTC administers the commodity jurisdiction process, a formal USG decision process to determine which specific items are controlled by the USML or by the Department of Commerce’s Export Administration Regulations. DDTC ensures compliance with the ITAR and AECA through its support of criminal enforcement actions undertaken by the Department of Justice, civil enforcement actions initiated in-house, disclosure program through which companies are encouraged to report violations they have discovered, and pre- and post-license checks to confirm that goods are being shipped as authorized by the export license.   Facilitates the registration of exporters, manufacturers, and brokers under Parts 122 and 129 of the ITAR under close supervision. In accordance with established office policies and procedures, reviews information submitted by registrants to meet the requirements of Section 122.2 concerning criminal violations or indictments under relevant statutes (Section 120.27), as well as foreign ownership and control, and notices of changes submitted as required under Section 122.4 concerning foreign ownership and control. Facilitates attendant review of mergers and acquisitions involving registrants. Resolves routine matters with regard to company registration and requests for change in registration and refers unique matters to supervisor and senior staff for resolution. Reviews and take action on license request that are the subject of a “Watch List” hold for enforcement reasons. The Watch List has entities that are suspected, alleged, indicted or convicted of civil and criminal violations of the AECA and ITAR and certain “enumerated statutes.” Action on a license hold is based on all available information (e.g., Watch List entry, office files and computer database searches), coordination with law enforcement and consultation with the supervisor. Takes initial action on all incoming voluntary disclosures from the defense industry on civil violations of the AECA and ITAR. Reviews and writes summaries of incoming voluntary disclosures to be triaged by the supervisor. For disclosures of a minor violation, create a computer record and draft a response for the chief’s signature. For incomplete disclosures, draft a letter with response deadline for the chief’s signature, maintain a tracking system and insure receipt of full disclosure information. For all other violations, create a computer record and assign to appropriate employee. Reviews various cases involving violations of the AECA or ITAR and after consultation with supervisor, plans an approach, conducts fact-finding, performs record searches and documents conclusions. Using generally established format as a guide, prepares letters of response for supervisor to pursue and close each case. Reviews and takes action on voluntary disclosures assigned by the supervisor, initially working minor violations. Follow office policies, procedures, and guidance received from the supervisor or senior specialist. Plan an approach, conduct fact-finding, perform search of records, attend meetings and then document findings. Initiate discovery of additional facts. Consult with supervisor and take action. Prepare letter for supervisor signature responding to the violation, including requirement for corrective action to close each case. Perform any follow-up as directed by supervisor. Performs record searches, reviews and analyzes license approvals, produces comprehensive reports of finding and provide information that support criminal investigations by the DHS ICE, FBI, and U.S. Attorneys. Participates in the Company Visit Program through periodic, domestic travel around the U.S to pre-selected defense companies. Gather information, prepare plan, conduct visit and report on findings. Maintains a list of parties debarred and ineligible to participate in the export of defense articles and services under the ITAR for use by the Department and the defense industry. Monitors compliance cases involving statutory debarment of individuals or companies convicted of violating the AECA. Reviews case files, indictments and court orders. Reports findings to supervisor. As directed, processes requests for reinstatement of export privileges upon termination of debarment. Engages with the Committee on Foreign Investment in the U.S. (CFIUS) process. Reviews requests from the regulated public for advisory opinions regarding application of the ITAR, and prepares responses for review, approval and signature by supervisor. Reviews compliance issues arising from registration, mergers and acquisitions, CFIUS, and other contexts, and takes appropriate action as directed by supervisor. Performs special projects or tasks as assigned by supervisor or senior specialist. Performs all other duties as assigned, including escorting and administrative tasks. Reviews license requests referred from DTCL to ensure appropriate compliance with registration requirements. Initiates inquiry with and obtains appropriate documentation from US parties or other DDTC elements. Prepares final action for senior staff approval. Updates and maintains State Department’s Watch List database of entities of concern, both to comply with the AECA and to support foreign policy implementation via arms export licensing. Helps identify and implement technical improvements to the system. Helps monitor team efforts to expand and refine abilities, respond to shifts in workload, and maintain high quality work products. Coordinates and liaises with interagency non-proliferation and export control community on arms trafficking/proliferation matters involving the AECA and ITAR, as well as international export control outreach. Coordinates with the Office of Defense Trade Controls Licensing on compliance and enforcement matters, including license suspensions, revocations, denials, and eligibility to participate in defense trade. Helps coordinate plans and operations within DDTC to help identify and prevent violations of U.S. export laws and regulations and support remedial action, such as civil enforcement and/or prosecution of individual or corporate violators of the AECA/ITAR. Working with other DTCC staff, conducts pro-active outreach to the U.S. and foreign defense community to promote compliance with U.S. export laws and regulations. Speaks at government and industry conferences. Participates in Company Visit program activities. Responds to inquiries concerning compliance matters. Requirements Bachelor’s Degree or combination of post- high school education and three years of experience with regulatory compliance or civil or criminal enforcement. Good judgment and ability to work with supervision. Good interpersonal skills and ability to resolve disputes in a timely and professional manner. Good written and verbal communication skills and presentation skills. The candidate should be prepared to provide writing samples. Good organizational skills including the ability to assist on multiple projects consistent with established timeframes. Ability to synthesize information and develop recommendations for management based on an analysis of the information. Has working knowledge of Microsoft Office Suite programs and be able to operate all office equipment including but not limited to: telephones, copy machines, fax machines, scanners, printers, and computers. May be required to travel within domestic and/or international. Requires at the minimum, a security clearance of Secret with the ability to obtain a Top Secret or Top Secret/SCI at the request of the COR. Other Duties:   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.  

We are seeking a Office Admin to manage all our administrative duties in the restaurant. Your responsibilities will include: Managing office supplies: Ordering, organizing, and maintaining an inventory of office supplies and equipment Scheduling: Building schedules, optimizing staffing levels, and managing labor costs Administrative tasks: Handling correspondence, managing file systems, and updating contacts databases Equipment maintenance: Overseeing and maintaining office equipment for uninterrupted function Vendor relationships: Managing vendor relationships and coordinating food deliveries when requested High School Diploma required, preferable Bachelor's degree MUST HAVE TOAST PAYROLL EXPERIENCE ** Prior experience working in Hospitality setting (restaurants, hotel, entertainment etc.) preferred Proficient in Microsoft Office (Word, Outlook), with advanced Microsoft Excel skills Strong working knowledge of QuickBooks a plus Strong organizational, interpersonal, verbal, and written communication skills Detail-oriented and able to prioritize Able to work independently and as part of a team Self-starter Please Submit your Resume New York, NY 10019: Reliably commute or planning to relocate before starting work (Required)