Financial Controller

Overview Legal & General is a leader in Pension Risk Transfer with over 30 years of experience globally, servicing over a million annuitants. Building on our global success, we established our Pension Risk Transfer platform in the US in 2015.  The business has grown steadily and in 2020 we eclipsed $1.6 billion in premium written. At Legal & General Retirement America, we aim to make a positive difference in the lives of our customers, partners, colleagues, and the communities in which they live.  We are passionate about what we do and how we do it. This means working with pace and energy to reach our goals and challenging ourselves to achieve more.  We strive to create a unique environment where balance between work and life is possible.  Purpose and Objective This is a multi-faceted role in which the Senior Administrative Assistant will take initiative and operate in an autonomous way; applying a proactive approach to anticipate and fulfill the local administrative needs of two members of the Senior Leadership Team. The Senior Administrative Assistant will handle and maintain calendar activity, coordinate travel and respond to emails and information requests. This will include coordinating meetings and conferences with both internal and external sources and compiling information from various sources for routine inquiries and reports. Additionally, this position will provide backup support to other administrative support professionals. This person is confident in their approach and proactive in delivering on objectives, understanding the key relationships, and priorities for the people they support. The ideal candidate will be a self-starter and a positive relationship builder, which will be critical to handling the needs of the organization. Role and Responsibilities                                      Calendar management for assigned leaders: accept/decline, establish intimate knowledge of meeting requests in order to prioritize and make decisions on behalf of leaders, and proactively resolves calendar conflicts Schedule detailed travel arrangements Handle travel & expenses for assigned leaders Schedule meetings, conferences and events; collaborate with other assistants to coordinate schedules, reserve appropriate conference rooms, catering orders, prepare room and required materials for meetings’ needs. Prepare meeting agendas and take minutes at meetings to circulate action items for follow-up Handles visitors for assigned leaders; greeting visitors, booking conference rooms/workstations, etc. Finalize high-level materials; review, edit, format semi-final draft materials prepared by leaders (e.g. communications, letters, PowerPoint slides, Excel exhibits) to produce a polished final product. Handle the time-keeping process for employees in business area Draft correspondence on behalf of leader and/or department with minimal input Assist Facility Operations Manager as needed with shared office responsibilities Participate in ad hoc projects Build and maintain systems and processes as needed to address business needs May handle other tasks as needed Requirements Qualifications Education / Experience / Knowledge Minimum of 10 years of relevant experience at an appropriate level. Experience with international firms is a plus. Skills / Competencies Extremely well-organized and detail oriented. Initiative-taking and initiative-taking. Ability to work effectively under pressure in a challenging environment with shifting priorities. Capable of working independently while exercising sound judgment and flexibility. Strong multitasking skills with the ability to manage competing deadlines and resolve scheduling conflicts. Excellent communication and customer service skills. High sensitivity to confidential information and professional discretion. Strong problem assessment and problem-solving abilities. Proficiency in Microsoft Office Suite, especially Outlook; familiarity with other business systems and general technology tools. Benefits We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. 10 - 25 vacation days depending on experience level and years of service 4 floating holidays & 2 personal days 10 - 15 sick days, depending on years of service 2 paid volunteering days Health benefits, including medical, dental, and vision coverage Supplemental health benefits and life insurance 6 weeks of paid parental and maternal leave Immediate vesting into a 401k savings plan with up to 6% company match 100% employer-contributed Pension Plan - Cash Balance Plan after 1 year of service Flexible Workspace and Arrangements Tuition and Certification reimbursements Infertility and domestic partner benefits The expected hiring compensation range for this position is $80,000 - $100,000 USD annually. Base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. The current bonus target for the position is 5% of the base salary with a stretch to twice the target, modified for corporate and individual performance. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

Overview Legal & General is a leader in Pension Risk Transfer with over 30 years of experience globally, servicing over a million annuitants. Building on our global success, we established our Pension Risk Transfer platform in the US in 2015.  The business has grown steadily and in 2020 we eclipsed $1.6 billion in premium written. At Legal & General Retirement America, we aim to make a positive difference in the lives of our customers, partners, colleagues, and the communities in which they live.  We are passionate about what we do and how we do it. This means working with pace and energy to reach our goals and challenging ourselves to achieve more.  We strive to create a unique environment where balance between work and life is possible.  Purpose and Objective This is a multi-faceted role in which the Senior Administrative Assistant will take initiative and operate in an autonomous way; applying a proactive approach to anticipate and fulfill the local administrative needs of two members of the Senior Leadership Team. The Senior Administrative Assistant will handle and maintain calendar activity, coordinate travel and respond to emails and information requests. This will include coordinating meetings and conferences with both internal and external sources and compiling information from various sources for routine inquiries and reports. Additionally, this position will provide backup support to other administrative support professionals. This person is confident in their approach and proactive in delivering on objectives, understanding the key relationships, and priorities for the people they support. The ideal candidate will be a self-starter and a positive relationship builder, which will be critical to handling the needs of the organization. Role and Responsibilities                                      Calendar management for assigned leaders: accept/decline, establish intimate knowledge of meeting requests in order to prioritize and make decisions on behalf of leaders, and proactively resolves calendar conflicts Schedule detailed travel arrangements Handle travel & expenses for assigned leaders Schedule meetings, conferences and events; collaborate with other assistants to coordinate schedules, reserve appropriate conference rooms, catering orders, prepare room and required materials for meetings’ needs. Prepare meeting agendas and take minutes at meetings to circulate action items for follow-up Handles visitors for assigned leaders; greeting visitors, booking conference rooms/workstations, etc. Finalize high-level materials; review, edit, format semi-final draft materials prepared by leaders (e.g. communications, letters, PowerPoint slides, Excel exhibits) to produce a polished final product. Handle the time-keeping process for employees in business area Draft correspondence on behalf of leader and/or department with minimal input Assist Facility Operations Manager as needed with shared office responsibilities Participate in ad hoc projects Build and maintain systems and processes as needed to address business needs May handle other tasks as needed Requirements Qualifications Education / Experience / Knowledge Minimum of 10 years of relevant experience at an appropriate level. Experience with international firms is a plus. Skills / Competencies Extremely well-organized and detail oriented. Initiative-taking and initiative-taking. Ability to work effectively under pressure in a challenging environment with shifting priorities. Capable of working independently while exercising sound judgment and flexibility. Strong multitasking skills with the ability to manage competing deadlines and resolve scheduling conflicts. Excellent communication and customer service skills. High sensitivity to confidential information and professional discretion. Strong problem assessment and problem-solving abilities. Proficiency in Microsoft Office Suite, especially Outlook; familiarity with other business systems and general technology tools. Benefits We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. 10 - 25 vacation days depending on experience level and years of service 4 floating holidays & 2 personal days 10 - 15 sick days, depending on years of service 2 paid volunteering days Health benefits, including medical, dental, and vision coverage Supplemental health benefits and life insurance 6 weeks of paid parental and maternal leave Immediate vesting into a 401k savings plan with up to 6% company match 100% employer-contributed Pension Plan - Cash Balance Plan after 1 year of service Flexible Workspace and Arrangements Tuition and Certification reimbursements Infertility and domestic partner benefits The expected hiring compensation range for this position is $80,000 - $100,000 USD annually. Base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. The current bonus target for the position is 5% of the base salary with a stretch to twice the target, modified for corporate and individual performance. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

Peak Mountain Advisors is looking for an associate financial advisor to join our team. We are an independent wealth management firm founded in 2012. We are looking for someone to help manage daily financial planning and service the needs of existing Peak Mountain Advisors clients.  In addition to base compensation, you will have a competitive grid payout for your existing relationships and new clientele.  This position is perfect for a financial advisor who is eager to succeed in the independent market while learning from a high-quality advisor with 20 years of experience in the industry. This role is best suited for individuals who have developed a well-rounded understanding and implementation of advising and financial planning with over three years of experience as a financial advisor.  This is a great way to join and grow with a team, transition your existing book of business, and maintain financial stability while advancing your career to focus on providing the most excellent client experience. Requirements ·       Minimum 3-5 years of experience in financial advising ·       Life, Health and Accident  License – State of CT ·       FINRA Series 7 and FINRA 66 License ·       Well organized with the ability to manage time effectively with multiple priorities ·       Excellent Verbal Communication, Active Listening, Critical Thinking, Strong Ethics ·       Clean record with SEC and FINRA Skills Trustworthy, sincere, charismatic and social disposition, able to start up and hold conversations with a diverse demographic of individuals Demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building relationships with clients Some knowledge and ability to learn more about trusts, estate planning, tax planning, insurance and complex financial planning Coachable and trainable to fit the culture of the company and succeed in a service-orientated business Benefits Annual base income $48,000 plus competitive grid payout

Peak Mountain Advisors is looking for an associate financial advisor to join our team. We are an independent wealth management firm founded in 2012. We are looking for someone to help manage daily financial planning and service the needs of existing Peak Mountain Advisors clients.  In addition to base compensation, you will have a competitive grid payout for your existing relationships and new clientele.  This position is perfect for a financial advisor who is eager to succeed in the independent market while learning from a high-quality advisor with 20 years of experience in the industry. This role is best suited for individuals who have developed a well-rounded understanding and implementation of advising and financial planning with over three years of experience as a financial advisor.  This is a great way to join and grow with a team, transition your existing book of business, and maintain financial stability while advancing your career to focus on providing the most excellent client experience. Requirements ·       Minimum 3-5 years of experience in financial advising ·       Life, Health and Accident  License – State of CT ·       FINRA Series 7 and FINRA 66 License ·       Well organized with the ability to manage time effectively with multiple priorities ·       Excellent Verbal Communication, Active Listening, Critical Thinking, Strong Ethics ·       Clean record with SEC and FINRA Skills Trustworthy, sincere, charismatic and social disposition, able to start up and hold conversations with a diverse demographic of individuals Demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building relationships with clients Some knowledge and ability to learn more about trusts, estate planning, tax planning, insurance and complex financial planning Coachable and trainable to fit the culture of the company and succeed in a service-orientated business Benefits Annual base income $48,000 plus competitive grid payout

Are you looking to break into a new career—not just a job? Are you looking for a place where there are always opportunities to grow and hard work is rewarded? If you love a challenge, learning new things and have a keen eye for detail, you have what it takes to be a Loan Closer at Celtic Bank. As a Loan Closer at Celtic Bank, you’ll be exposed to the inner workings of SBA lending and gain the knowledge you need to build or continue your career in commercial banking. However, you’re not just another resource in a cubicle; you’re a valued member of an essential team. At Celtic we offer hands-on training and the freedom to do your job well and grow in the process. You’ll have ample opportunities to be mentored and to mentor, so that you can, ultimately, enjoy and excel at your work. And did we mention every day is business casual? We know our employees are more innovative and productive when they feel free to be themselves. Want to know more? Apply for or ask about this opening! It’s time to work for a different kind of bank. WHAT MAKES CELTIC DIFFERENT Managers are mentors Questions are encouraged Business causal is everyday Hard work is rewarded You’re always learning WHAT YOU’LL DO AT CELTIC BANK Manage the commercial small loan closing process to ensure that all closing requirements are met and that closing deadlines are achieved for each loan file in respective pipeline. Ensure loan file accuracy including all packaging documents, satisfaction of credit conditions and compliance with SBA lending requirements. Answer to Audited loan packages to ensure compliance with Bank and regulatory guidelines. Review closing documents for accuracy and compare the documents to commitment and loan summaries Identify missing documents or discrepancies in closing packages and ensure timely satisfaction of requirements. Clear conditions of loan commitments, clear loans for closing and document approved exceptions. Discern and resolve issues that may emerge during the loan closing process. Schedule loans for closing and prepare loan closing worksheets for funding. Maintain superior level of customer service with customers, bank employees and department members. Maintain professional and technical knowledge of all regulations related to closing procedures. Requirements WHAT YOU’LL NEED TO DO IT Demonstrated superior customer service skills. Ability to collaborate, influence and motivate. Exceptional interpersonal, verbal and written communication skills. Strong organizational skills and exceptional attention to detail. Strong time management skills and ability to prioritize work load. Strong multi-tasking skills, ability to handle multiple files or projects at one time. Position requires a highly motivated go-getter with a great attitude. Proficiency in Microsoft Office, Internet and related computer skills. Benefits HOW YOU'LL BENEFIT Medical, dental, vision 401(k) with employer match Life and long-term disability coverage HSA and FSA plans Holidays and paid time off requests Robust wellness program (we’re talking catered meals three times a weeks, lunch and learns, and onsite gym.) Headquartered in the heart of downtown Salt Lake City, Utah, Celtic Bank was named a top SBA lender in the nation in 2024! Celtic Bank is a leading nationwide lender specializing in SBA 7(a), SBA 504, USDA B&I, express loans, asset-based loans, commercial real estate loans and commercial construction loans. Celtic Bank is an equal opportunity employer and complies with all applicable federal, state and local fair employment practices laws. Physical and Other Requirements This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. The demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Stationary Work: The employee is frequently required to stand; walk; use hands to type, handle documents, and perform other office related duties. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects. Mobility: The employee in this position needs to occasionally move between work sites and inside the office to access file cabinets, office machinery, etc. Communicate: The employee is regularly required to talk or hear and will frequently communicate with others. Must be able to read, write and understand fluent English. Work Model: The employee in this position will work either a fully Onsite, or Hybrid work model. All employees, regardless of location, may be required to travel to the Salt Lake City office for mandatory company meetings, events, or related occasions. Utah-based employees: Hybrid work schedule available after initial training period in our Salt Lake City, Utah office – department and job requirements will determine eligibility.

Are you looking to break into a new career—not just a job? Are you looking for a place where there are always opportunities to grow and hard work is rewarded? If you love a challenge, learning new things and have a keen eye for detail, you have what it takes to be a Loan Closer at Celtic Bank. As a Loan Closer at Celtic Bank, you’ll be exposed to the inner workings of SBA lending and gain the knowledge you need to build or continue your career in commercial banking. However, you’re not just another resource in a cubicle; you’re a valued member of an essential team. At Celtic we offer hands-on training and the freedom to do your job well and grow in the process. You’ll have ample opportunities to be mentored and to mentor, so that you can, ultimately, enjoy and excel at your work. And did we mention every day is business casual? We know our employees are more innovative and productive when they feel free to be themselves. Want to know more? Apply for or ask about this opening! It’s time to work for a different kind of bank. WHAT MAKES CELTIC DIFFERENT Managers are mentors Questions are encouraged Business causal is everyday Hard work is rewarded You’re always learning WHAT YOU’LL DO AT CELTIC BANK Manage the commercial small loan closing process to ensure that all closing requirements are met and that closing deadlines are achieved for each loan file in respective pipeline. Ensure loan file accuracy including all packaging documents, satisfaction of credit conditions and compliance with SBA lending requirements. Answer to Audited loan packages to ensure compliance with Bank and regulatory guidelines. Review closing documents for accuracy and compare the documents to commitment and loan summaries Identify missing documents or discrepancies in closing packages and ensure timely satisfaction of requirements. Clear conditions of loan commitments, clear loans for closing and document approved exceptions. Discern and resolve issues that may emerge during the loan closing process. Schedule loans for closing and prepare loan closing worksheets for funding. Maintain superior level of customer service with customers, bank employees and department members. Maintain professional and technical knowledge of all regulations related to closing procedures. Requirements WHAT YOU’LL NEED TO DO IT Demonstrated superior customer service skills. Ability to collaborate, influence and motivate. Exceptional interpersonal, verbal and written communication skills. Strong organizational skills and exceptional attention to detail. Strong time management skills and ability to prioritize work load. Strong multi-tasking skills, ability to handle multiple files or projects at one time. Position requires a highly motivated go-getter with a great attitude. Proficiency in Microsoft Office, Internet and related computer skills. Benefits HOW YOU'LL BENEFIT Medical, dental, vision 401(k) with employer match Life and long-term disability coverage HSA and FSA plans Holidays and paid time off requests Robust wellness program (we’re talking catered meals three times a weeks, lunch and learns, and onsite gym.) Headquartered in the heart of downtown Salt Lake City, Utah, Celtic Bank was named a top SBA lender in the nation in 2024! Celtic Bank is a leading nationwide lender specializing in SBA 7(a), SBA 504, USDA B&I, express loans, asset-based loans, commercial real estate loans and commercial construction loans. Celtic Bank is an equal opportunity employer and complies with all applicable federal, state and local fair employment practices laws. Physical and Other Requirements This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. The demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Stationary Work: The employee is frequently required to stand; walk; use hands to type, handle documents, and perform other office related duties. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects. Mobility: The employee in this position needs to occasionally move between work sites and inside the office to access file cabinets, office machinery, etc. Communicate: The employee is regularly required to talk or hear and will frequently communicate with others. Must be able to read, write and understand fluent English. Work Model: The employee in this position will work either a fully Onsite, or Hybrid work model. All employees, regardless of location, may be required to travel to the Salt Lake City office for mandatory company meetings, events, or related occasions. Utah-based employees: Hybrid work schedule available after initial training period in our Salt Lake City, Utah office – department and job requirements will determine eligibility.