Senior Director, Client Success

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

We could learn from each other. We could share our strategies with each other. I am looking for someone who knows how to day trade and would like trade with me. I have experience day trading. I am trying to implement a very good strategy but it is difficult. So far I am not successful with my strategy when doing simulated trading. If you don’t want to trade together that is okay. I know my strategy can be effective if done properly. I can explain my strategy to you. You could explain your strategy to me and I could try it. Please email me your phone number and/or your email address through Craigslist and I will get back to you. I look forward to sharing and learning from each other.

About the Job: Hold Brother's Capital is a self-clearing broker-dealer with a specialization in proprietary trading in US equities markets, headquartered in New York City. We are seeking a highly motivated and Business Development Lead to join our dynamic team. As a key member of our organization, you will play a crucial role in driving sales growth and contributing to the achievement of our business goals. Responsibilities: Work closely with senior management to align with the company's business goals and objectives. Oversee the end-to-end sales process, including lead generation, prospecting, and negotiating final deals. Continuously identify areas for improvement and provide valuable recommendations for change. Cultivate and nurture relationships with external lead sources, such as industry professionals and organizations. Demonstrate comprehensive knowledge of trading practices, market trends, and trading systems to effectively address client needs. Maintain a strong understanding of the company's organizational structure to ensure efficient collaboration across departments. Requirements Demonstrate a proven track record of consistently achieving sales goals. Exhibit exceptional interpersonal skills with the ability to build and maintain relationships with clients and lead sources. Display excellent communication skills, both written and verbal. Maintain a detail-oriented, professional, and polished demeanor. Possess a solid understanding of the company's organizational structure. Have or be willing to obtain the Series 7 license. Benefits Health Care Plan (Medical, Dental & Vision) Retirement Plan (401k, IRA) Paid Time Off (Vacation, Sick & Public Holidays) Family Leave (Maternity, Paternity) Work From Home Base Salary Range: $55,000 - $80,000 Performance-based commission structure

Part-time/full-time opportunity Small business looking for Paycor software experience. Excellent opportunity for a person looking for stability and growth. Please send a resume and salary requirements.

Bank Controller – To $150K – Elk Grove Village, IL – Job # 3453 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 Bank Controller role based in the greater Elk Grove Village, IL market. The selected candidate will be responsible for maintaining the integrity of the accounting operations of the Bank which includes accurate reporting and record-keeping, creating controls and budgets to mitigate risk, and ensuring compliant results. Moreover, the candidate must have strong interpersonal skills and pose a strong business acumen. This role will report directly to the Chief Financial Officer and requires a high level of professional capabilities.  This position offers a competitive salary of up to $150K, a full benefits package, and may be bonus eligible. (This is not a remote position) Bank Controller responsibilities include: Overseeing daily general ledger analysis, reporting and reconciliations.  Producing periodic financial reports; as required for daily, monthly, and annual monitoring for internal departments and committees.  Maintaining an adequate system of accounting records and a comprehensive set of controls and budgets designed to mitigate risk and maintain the accuracy of the Bank’s reported financial results.  Ensuring that reported results comply with generally accepted accounting principles and reporting standards.  Forecasting the Bank’s financial performance and preparing detailed explanations for deviations of fees and operating expenses to budget.  Preparing and filing the Bank’s call report and other regulatory and financial reports and statements before the established deadlines.  Completing the Bank’s interest rate risk analysis and reporting.  Oversee month, quarter and year-end period close.  Play a pivotal role in the completion of annual FDIC and other agency audits.  Overseeing the Bank’s payroll, accounts payable and investment functions.   Managing the Bank’s Holding Company’s financial activity and statements, shareholder correspondence, regulatory reporting and tax filings.   Supervising finance department staff as assigned.  Conducting project management functions as related to finance operations and other projects as assigned and directed by the CFO and President.  Ensuring compliance with the Bank’s established guidelines, policies, and procedures.  Work with department managers to create procedures to ensure effective and efficient system usage and maintenance as it relates to accounting operations.  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: Bachelor’s degree in accounting or finance.  Five or more years of comprehensive accounting experience and at least two (2) years of experience managing the general ledger and financial reporting functions. Experience in a financial institution  accounting role preferred   Financial control and general ledger expertise.  Prior banking experience is preferred, with knowledge and application of federal and state banking laws and regulations.  Proficient in using advanced Microsoft Excel (formulas, graphing, pivot tables); Microsoft Office, and other accounting software systems.  Proficient use with Banking core processor systems: Fiserv, Prologue preferred  Experience with Interest Rate Risk and budgeting tools.  The ability to make decisions, exhibit sound, and accurate judgment, and make timely decisions.  The ability to manage and execute multiple projects simultaneously. The ability to identify and resolve problems in a timely manner by skillfully gathering and analyzing information, facts, data, etc.  Proven knowledge of bookkeeping and accounting principles, practices, standards, laws and  regulations  The next step is yours. Email us your current resume along with the position you are considering to: resumes@symicorgroup.com

Seeking a Rockstar Financial Operations Associate Are you an experienced Financial Operations Associate with a knack for organization and a passion for real estate? We want you to join our boutique real estate acquisition, development, and management company in south Brooklyn, NY. We're a small team with a friendly atmosphere, and we're looking for a proactive candidate with great communication skills to provide top-notch support to our principal. What You'll Do: - Keep our projects organized: Manage vendor, customer, and project files with precision. - Keep the numbers in check: Process invoices, purchase orders, accounts payable, and receivables. - Keep communication flowing: Draft and respond to emails, maintain calendars, and handle scanning and filing. - Keep our office running smoothly: Provide general administrative support. What We're Looking For: - Experience: 3+ years as a Financial Operations Associate or a related field. Real estate or property management experience preferred. - Tech Skills: Advanced QuickBooks skills, proficiency in Microsoft Office/Excel, and a working knowledge of cloud-based applications like Dropbox and Google Workspace. - Communication: Excellent verbal and written English skills. If you speak Russian, that's a bonus! - Attitude: A "can do" attitude and a positive outlook. We value team players who are detail-oriented and self-motivated. - Authorization: You must have work authorization in the U.S. What We Offer: - A warm, collaborative work environment in the heart of Brooklyn. - Opportunities for growth and advancement within the company. - Competitive compensation. Ready to join us? Show us you're detail-oriented by typing "LIFE IS BEAUTIFUL" in the subject line when responding to this post. Don't forget to include your resume/CV and references.