Job Location: Fort Lauderdale

Financial Advisor

Job Description
Title:    Financial Advisor
Department(s):    Sales
Reports to:    Sales Manager

Job summary:
Our Financial Advisor group is comprised of certified professionals who advise prospective and current clients about debt management, cash management, investments and insurance.  As a Financial Advisor, you will assess the client’s current financial health to provide strategic advice; becoming a planning partner and educator to the client on such topics as budgeting and saving, insurance and tax matters, and investment options. 

Summary of essential job functions:
•    Execute the vision of the company by assessing client needs and preparing financial advice in accordance with company investment policies.
•    Assesses client’s overall financial picture; understand their needs to devise an appropriate financial plan that fits the client’s risk profile.
•    Sales:  successfully move prospective client’s assets to the firm.
•    Set up regular meetings to review the client’s goals and progress.
•    Maintain ongoing relationships with clients, keeping them updated about any changes affecting their financial plan.
•    Work with support staff to establish client records and update their files.
•    Work with Chief Investment Officer to ensure compliance.
•    Act as a liaison between company and clients, communicating in an organized and professional manner.

Minimum requirements:
•    Bachelor’s Degree in Finance, Accounting or related field is preferred
•    Licensures: Series 7, Series 65, 66 or 63, Series 2-15
•    Must have strong verbal and written communication skills. 
•    A minimum of one (1) year experience in a financial planning role is preferred. 
•    Previous sales or customer service experience in the financial services industry is preferred
•    Accurate keyboarding skills and minimum 35 wpm typing speed is preferred.
•    Must be adaptive to changing priorities.
•    Must be self-directed, with ability to plan daily, weekly tasks with minimal supervision.
•    MS Office Products: Excel spreadsheet and MS Word skills highly preferred.

Expectations:
•    Sales:  ability to effectively understand the customer’s needs and explain how our products can help them.
•    Enthusiasm:  optimistic attitude that believes every contact should result in a sale
•    Project management: effectively organizes, prioritizes and manages assigned tasks.
•    Communication: utilizes effective verbal and written communication.
•    Effectiveness under stress: demonstrates the ability to think and function effectively under conditions of mental pressure.
•    Judgment: draws on core values, knowledge, and personal experience to make wise choices.

We all must perform additional duties that may or may not be outside our specific area of expertise from time to time.  The willingness that we exhibit to work as a team and to meet our challenges will be the key to our success.

We are an Equal Opportunity Employer granting equal employment opportunity to all qualified persons, without regard to race, color, gender, age, disability, religion, sexual orientation, national origin, or veteran status.
 

Financial Advisor

Job Description
Title:    Financial Advisor
Department(s):    Sales
Reports to:    Sales Manager

Job summary:
Our Financial Advisor group is comprised of certified professionals who advise prospective and current clients about debt management, cash management, investments and insurance.  As a Financial Advisor, you will assess the client’s current financial health to provide strategic advice; becoming a planning partner and educator to the client on such topics as budgeting and saving, insurance and tax matters, and investment options. 

Summary of essential job functions:
•    Execute the vision of the company by assessing client needs and preparing financial advice in accordance with company investment policies.
•    Assesses client’s overall financial picture; understand their needs to devise an appropriate financial plan that fits the client’s risk profile.
•    Sales:  successfully move prospective client’s assets to the firm.
•    Set up regular meetings to review the client’s goals and progress.
•    Maintain ongoing relationships with clients, keeping them updated about any changes affecting their financial plan.
•    Work with support staff to establish client records and update their files.
•    Work with Chief Investment Officer to ensure compliance.
•    Act as a liaison between company and clients, communicating in an organized and professional manner.

Minimum requirements:
•    Bachelor’s Degree in Finance, Accounting or related field is preferred
•    Licensures: Series 7, Series 65, 66 or 63, Series 2-15
•    Must have strong verbal and written communication skills. 
•    A minimum of one (1) year experience in a financial planning role is preferred. 
•    Previous sales or customer service experience in the financial services industry is preferred
•    Accurate keyboarding skills and minimum 35 wpm typing speed is preferred.
•    Must be adaptive to changing priorities.
•    Must be self-directed, with ability to plan daily, weekly tasks with minimal supervision.
•    MS Office Products: Excel spreadsheet and MS Word skills highly preferred.

Expectations:
•    Sales:  ability to effectively understand the customer’s needs and explain how our products can help them.
•    Enthusiasm:  optimistic attitude that believes every contact should result in a sale
•    Project management: effectively organizes, prioritizes and manages assigned tasks.
•    Communication: utilizes effective verbal and written communication.
•    Effectiveness under stress: demonstrates the ability to think and function effectively under conditions of mental pressure.
•    Judgment: draws on core values, knowledge, and personal experience to make wise choices.

We all must perform additional duties that may or may not be outside our specific area of expertise from time to time.  The willingness that we exhibit to work as a team and to meet our challenges will be the key to our success.

We are an Equal Opportunity Employer granting equal employment opportunity to all qualified persons, without regard to race, color, gender, age, disability, religion, sexual orientation, national origin, or veteran status.
 

Financial Advisor

Job Description
Title:    Financial Advisor
Department(s):    Sales
Reports to:    Sales Manager

Job summary:
Our Financial Advisor group is comprised of certified professionals who advise prospective and current clients about debt management, cash management, investments and insurance.  As a Financial Advisor, you will assess the client’s current financial health to provide strategic advice; becoming a planning partner and educator to the client on such topics as budgeting and saving, insurance and tax matters, and investment options. 

Summary of essential job functions:
•    Execute the vision of the company by assessing client needs and preparing financial advice in accordance with company investment policies.
•    Assesses client’s overall financial picture; understand their needs to devise an appropriate financial plan that fits the client’s risk profile.
•    Sales:  successfully move prospective client’s assets to the firm.
•    Set up regular meetings to review the client’s goals and progress.
•    Maintain ongoing relationships with clients, keeping them updated about any changes affecting their financial plan.
•    Work with support staff to establish client records and update their files.
•    Work with Chief Investment Officer to ensure compliance.
•    Act as a liaison between company and clients, communicating in an organized and professional manner.

Minimum requirements:
•    Bachelor’s Degree in Finance, Accounting or related field is preferred
•    Licensures: Series 7, Series 65, 66 or 63, Series 2-15
•    Must have strong verbal and written communication skills. 
•    A minimum of one (1) year experience in a financial planning role is preferred. 
•    Previous sales or customer service experience in the financial services industry is preferred
•    Accurate keyboarding skills and minimum 35 wpm typing speed is preferred.
•    Must be adaptive to changing priorities.
•    Must be self-directed, with ability to plan daily, weekly tasks with minimal supervision.
•    MS Office Products: Excel spreadsheet and MS Word skills highly preferred.

Expectations:
•    Sales:  ability to effectively understand the customer’s needs and explain how our products can help them.
•    Enthusiasm:  optimistic attitude that believes every contact should result in a sale
•    Project management: effectively organizes, prioritizes and manages assigned tasks.
•    Communication: utilizes effective verbal and written communication.
•    Effectiveness under stress: demonstrates the ability to think and function effectively under conditions of mental pressure.
•    Judgment: draws on core values, knowledge, and personal experience to make wise choices.

We all must perform additional duties that may or may not be outside our specific area of expertise from time to time.  The willingness that we exhibit to work as a team and to meet our challenges will be the key to our success.

We are an Equal Opportunity Employer granting equal employment opportunity to all qualified persons, without regard to race, color, gender, age, disability, religion, sexual orientation, national origin, or veteran status.
 

Case Manager (Paraplanner)

Title:    Case Manager (Paraplanner)
Department(s):    Operations (Corporate)
Reports to:    Customer Success Manager

Job summary:
Our Case Management group is an important part of the Wealth Management new client experience, providing friendly and professional service to both our internal and external customers.  With strong attention to detail and compliance, this group ensures that the customer experience starts off on the right foot; beginning with internal departments all the way through the onboarding of a new client. A Case Paraplanner works under the direction of a Financial Advisor. The CP performs several of the necessary tasks in developing a financial plan for a customer. First, they gather financial reports and records from the client.   Next, the CP reviews and analyzes the client's financial records and starts creating the plan based on different possible financial scenarios as directed by the Financial Advisor. In the process of creating these scenarios, the CP determines how assets should be allocated and ultimately uses this information to the financial plan.

Summary of essential job functions:
•    Support financial advisors in serving clients by preparing for meetings, investment research, making preliminary financial planning reports.
•    Research financial databases and products that match clients' needs.
•    Construct Financial Advisor meeting presentations and client-facing visual aides including charts, graphs, and tables.
•    Process account opening, transfer and investment paperwork for all newly onboarded clients, producing an organized and compliant file.
•    Compose professional client correspondence
•    Management of client case files; client updates, financial advisor updates, troubleshooting and implementation of financial plan.
•    Ensure all data entry into Salesforce is up-to-date and complete on a daily basis.
•    Maintain ongoing relationships with clients, directly and/or through a Financial Advisor.
•    Act as a professional relationship manager between clients and Financial Advisors

Minimum requirements:
•    High School diploma required; Bachelor’s Degree preferred but not required.
•    Industry knowledge preferred; Annuities, Alternative Investments, Securities, Account registration, Trusts, familiarity with compliance rules, etc.
•    Must have strong verbal and written communication skills. 
•    Previous sales or customer service experience in the financial services industry is preferred
•    Accurate keyboarding skills and minimum 35 wpm typing speed.
•    Must be adaptive to changing priorities.
•    Must be self-directed, with ability to plan daily, weekly tasks with minimal supervision.
•    MS Office Products: Excel spreadsheet and MS Word skills highly preferred.
•    Prior experience with online financial platforms and CRM is preferred but not required.
 

Expectations:
•    Ability to effectively understand the customer’s need and generally explain how we can help them.
•    Enthusiasm:  optimistic attitude that believes every contact should be approached professionally and upmost respect.
•    Project management: effectively organizes, prioritizes and manages assigned case and/or tasks.
•    Communication: utilizes effective verbal and written communication.
•    Effectiveness under stress: demonstrates the ability to think and function effectively under conditions of mental pressure.
•    Judgment: draws on core values, knowledge, compliance requirement and professional experience to make wise choices.

We all must perform additional duties that may or may not be outside our specific area of expertise from time to time.  The willingness that we exhibit to work as a team and to meet our challenges will be the key to our success.

We are an Equal Opportunity Employer granting equal employment opportunity to all qualified persons, without regard to race, color, gender, age, disability, religion, sexual orientation, national origin, or veteran status.

Case Manager (Paraplanner)

Title:    Case Manager (Paraplanner)
Department(s):    Operations (Corporate)
Reports to:    Customer Success Manager

Job summary:
Our Case Management group is an important part of the Wealth Management new client experience, providing friendly and professional service to both our internal and external customers.  With strong attention to detail and compliance, this group ensures that the customer experience starts off on the right foot; beginning with internal departments all the way through the onboarding of a new client. A Case Paraplanner works under the direction of a Financial Advisor. The CP performs several of the necessary tasks in developing a financial plan for a customer. First, they gather financial reports and records from the client.   Next, the CP reviews and analyzes the client's financial records and starts creating the plan based on different possible financial scenarios as directed by the Financial Advisor. In the process of creating these scenarios, the CP determines how assets should be allocated and ultimately uses this information to the financial plan.

Summary of essential job functions:
•    Support financial advisors in serving clients by preparing for meetings, investment research, making preliminary financial planning reports.
•    Research financial databases and products that match clients' needs.
•    Construct Financial Advisor meeting presentations and client-facing visual aides including charts, graphs, and tables.
•    Process account opening, transfer and investment paperwork for all newly onboarded clients, producing an organized and compliant file.
•    Compose professional client correspondence
•    Management of client case files; client updates, financial advisor updates, troubleshooting and implementation of financial plan.
•    Ensure all data entry into Salesforce is up-to-date and complete on a daily basis.
•    Maintain ongoing relationships with clients, directly and/or through a Financial Advisor.
•    Act as a professional relationship manager between clients and Financial Advisors

Minimum requirements:
•    High School diploma required; Bachelor’s Degree preferred but not required.
•    Industry knowledge preferred; Annuities, Alternative Investments, Securities, Account registration, Trusts, familiarity with compliance rules, etc.
•    Must have strong verbal and written communication skills. 
•    Previous sales or customer service experience in the financial services industry is preferred
•    Accurate keyboarding skills and minimum 35 wpm typing speed.
•    Must be adaptive to changing priorities.
•    Must be self-directed, with ability to plan daily, weekly tasks with minimal supervision.
•    MS Office Products: Excel spreadsheet and MS Word skills highly preferred.
•    Prior experience with online financial platforms and CRM is preferred but not required.
 

Expectations:
•    Ability to effectively understand the customer’s need and generally explain how we can help them.
•    Enthusiasm:  optimistic attitude that believes every contact should be approached professionally and upmost respect.
•    Project management: effectively organizes, prioritizes and manages assigned case and/or tasks.
•    Communication: utilizes effective verbal and written communication.
•    Effectiveness under stress: demonstrates the ability to think and function effectively under conditions of mental pressure.
•    Judgment: draws on core values, knowledge, compliance requirement and professional experience to make wise choices.

We all must perform additional duties that may or may not be outside our specific area of expertise from time to time.  The willingness that we exhibit to work as a team and to meet our challenges will be the key to our success.

We are an Equal Opportunity Employer granting equal employment opportunity to all qualified persons, without regard to race, color, gender, age, disability, religion, sexual orientation, national origin, or veteran status.

Case Manager (Paraplanner)

Title:    Case Manager (Paraplanner)
Department(s):    Operations (Corporate)
Reports to:    Customer Success Manager

Job summary:
Our Case Management group is an important part of the Wealth Management new client experience, providing friendly and professional service to both our internal and external customers.  With strong attention to detail and compliance, this group ensures that the customer experience starts off on the right foot; beginning with internal departments all the way through the onboarding of a new client. A Case Paraplanner works under the direction of a Financial Advisor. The CP performs several of the necessary tasks in developing a financial plan for a customer. First, they gather financial reports and records from the client.   Next, the CP reviews and analyzes the client's financial records and starts creating the plan based on different possible financial scenarios as directed by the Financial Advisor. In the process of creating these scenarios, the CP determines how assets should be allocated and ultimately uses this information to the financial plan.

Summary of essential job functions:
•    Support financial advisors in serving clients by preparing for meetings, investment research, making preliminary financial planning reports.
•    Research financial databases and products that match clients' needs.
•    Construct Financial Advisor meeting presentations and client-facing visual aides including charts, graphs, and tables.
•    Process account opening, transfer and investment paperwork for all newly onboarded clients, producing an organized and compliant file.
•    Compose professional client correspondence
•    Management of client case files; client updates, financial advisor updates, troubleshooting and implementation of financial plan.
•    Ensure all data entry into Salesforce is up-to-date and complete on a daily basis.
•    Maintain ongoing relationships with clients, directly and/or through a Financial Advisor.
•    Act as a professional relationship manager between clients and Financial Advisors

Minimum requirements:
•    High School diploma required; Bachelor’s Degree preferred but not required.
•    Industry knowledge preferred; Annuities, Alternative Investments, Securities, Account registration, Trusts, familiarity with compliance rules, etc.
•    Must have strong verbal and written communication skills. 
•    Previous sales or customer service experience in the financial services industry is preferred
•    Accurate keyboarding skills and minimum 35 wpm typing speed.
•    Must be adaptive to changing priorities.
•    Must be self-directed, with ability to plan daily, weekly tasks with minimal supervision.
•    MS Office Products: Excel spreadsheet and MS Word skills highly preferred.
•    Prior experience with online financial platforms and CRM is preferred but not required.
 

Expectations:
•    Ability to effectively understand the customer’s need and generally explain how we can help them.
•    Enthusiasm:  optimistic attitude that believes every contact should be approached professionally and upmost respect.
•    Project management: effectively organizes, prioritizes and manages assigned case and/or tasks.
•    Communication: utilizes effective verbal and written communication.
•    Effectiveness under stress: demonstrates the ability to think and function effectively under conditions of mental pressure.
•    Judgment: draws on core values, knowledge, compliance requirement and professional experience to make wise choices.

We all must perform additional duties that may or may not be outside our specific area of expertise from time to time.  The willingness that we exhibit to work as a team and to meet our challenges will be the key to our success.

We are an Equal Opportunity Employer granting equal employment opportunity to all qualified persons, without regard to race, color, gender, age, disability, religion, sexual orientation, national origin, or veteran status.

LITIGATION LEGAL SECRETARY

45,000 to 55,000.

The litigation secretary will be responsible for general administrative and clerical tasks in the office, as well as providing support and assistance to the lawyers and paralegals of the firm.  This position will work under the supervision of an attorney and will provide support in assigned legal cases.  This position is required to work well in a team setting with other staff members in the office. 

 

REQUIRED KNOWLEDGE, ABILITES and SKILLS:

1.  Scheduling and maintaining calendars, including monitoring upcoming dates and deadlines, including providing timely reminders as needed to the attorneys and/or paralegals.

2.  Draft correspondence, pleadings, and other legal documents.

3.  Handle all travel arrangements, prepare expense reports, and process check requests.           

4.  Correspond with clients via telephone and email.

5.  Be a proficient typist and possess excellent written and verbal skills, including spelling, grammar and proofreading skills.

6.  Must be focused and have excellent attention to detail, be highly organized, multi-task, have good judgment, diligence and strong work ethic.

7.  Understanding of the litigation process, and possess knowledge and understanding of legal terminology, regulations, the court system, including but not limited to, various pleadings, and procedures associated with litigation and the court system.  Must have knowledge of the e-filing court system.

8. Must have excellent time-management skills and the ability to meet deadlines.

9. Must have working knowledge of MS Office/Office365 programs and Timeslips.  Knowledge of other software and/or litigation case management software is a plus. 

 

EDUCATION AND EXPERIENCE

1.  3+ years of litigation legal secretarial/assistant experience

2.  A Bachelor’s Degree is preferred but not required.  Other education and/or certification programs are a plus.

Controller/Bookkeeper

The range for Bookkeeper/Controller – $55,000 to $75,000 (we would possibly go a little higher for the right candidate, but prefer to stay within the ranges provided).

The primary function of this position is to perform the billing, bookkeeping and accounting functions of the firm. This position requires an experienced and responsible person with a strong bookkeeping and computer background. The position requires skills and experience in bookkeeping, accounting (but does not have to have an accounting degree specifically), law firm billing and QuickBooks software, e-billing, as well as Microsoft Office Products. The position requires experience in a law firm, or other legal profession environment. 

 

REQUIRED KNOWLEDGE, ABILITIES and SKILLS:

 

1.  Must have at least 3+ years bookkeeping experience as a full-charge bookkeeper with responsibilities including client billing in a law firm or legal profession environment.

 

2.  Must have successfully completed coursework in bookkeeping/accounting, an associate degree in bookkeeping and/or accounting (a four year degree is desirable, but not required). 

 

3.  Must have experience with law firm billing or other legal profession firm.  Must be proficient in Timeslips, and accounting software (i.e. QuickBooks) as well as Microsoft Office Products.

 

4.  Must have experience with E-Billing (uploading bills to our insurance defense clients).  The software associated with this task includes the following:  CounselLink, Legal Exchange, Allegient, LSS, Serengeti,

Collaborati, Acuity ELM.  Experience with all of this software is not required, but being familiar with some programs, or at the least the uploading billing concept is strongly desired. 

 

5.  Must possess strong administrative and organizational skills.

 

6.  Must have strong interpersonal and communications skills.

 

7.  Must be responsible, timely, honest, fast paced, and able to multi-task.

 

DUITES:

 

1.  Perform all bookkeeping functions.

 

2.  Performs all client billing functions and other accounts receivable functions.

 

3.  Pay vendor bills and manage accounts payable.

 

4.  Perform all data entry of cash receipts and client costs in billing and accounting systems.

 

5.  Perform all data entry of cash receipts and disbursements for the IOLTA trust account in the accounting systems.

 

6.  Process credit card transactions.

 

7.  Reconcile bank statements.

 

8.  Work up and make bank deposits for the operating and IOLTA accounts.

 

9.  Handle payroll.

 

10.  Provide all required financial reports to the firm owner on a monthly basis, or upon request (i.e., Accounts Receivable (AR), WIP (Work in Progress), etc..)

 

12.  Filing.

 

13.  Coordination with the firm's accountant.

 

14.  Management and oversight of the billing and accounting systems.

 

 

Director of Learning and Development

Title:                           Director of Learning and Development

Classification:            Exempt

Department:              Human Resources

Reports to:                 CEO and Director of Human Resources

Supervises:                 Learning and Development Coordinator

Date:                           September 19, 2016

 

                                                                                    _______                                                             

SUMMARY OF RESPONSIBILITIES

 

The Director of Learning and Development is responsible for designing, developing, delivering, evaluating and managing firm-wide learning and career development programs which meets the strategic and organizational direction of the Firm.   Oversees and administers all learning programs for professional and administrative staff.  Works closely with the CEO and Director of Human Resources on the overall development, goals and activities of the program.

 

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

 

 

  1. Conduct needs assessment and analyzes learning needs including firm wide technical and department specific technical, niche specific technical and soft skills.   Develop learning to meet the needs of each area.

 

  1. Create, develop, and maintain learning curriculum for all Firm members ensuring all curriculum meets the Firm’s strategic initiatives, style and culture and the needs of Firm members.

 

  1. Develop, design, and deliver a full CPE curriculum program for the Firm including technical and soft skills courses which meet the Firm’s strategic initiatives, style and culture.

 

  1. Collaborate with Department Heads to create learning curriculum that meets the needs of each department and their members.   Ensure a well-rounded curriculum is offered.

 

  1. Negotiate and coordinate the use of outside consultants to ensure they meet the learning needs and effectiveness criteria established by the Firm.   Ensure they provide relevant and timely in-house learning.   Coordinate content and logistics including material reproduction, registration, and evaluation.

 

  1. Coordinate internal presentations by collaborating with presenters on developing content, sending out pre-course work and setting up classroom as necessary; administer presentation evaluations to gather and analyze feedback.

 

  1. Evaluate effectiveness for all courses, both by internal and external instructors to ensure learning supports Firm’s organizational needs.  Obtain and maintain learning effectiveness ratings on all instructors.  Provide regular feedback to instructors to ensure they continue to meet the firm’s expectation for delivery and content.

 

  1. Conduct and review surveys of all firm learning sessions to ensure learning is effective and make changes as needed.

 

  1. Develop, monitor and manage annual learning budget; review and approve staff expenses related to learning; maintain appropriate records and receipts.

 

  1. Ensure all courses are effectively communicated internally by using a variety of methods and media.

 

  1. Manage and execute The Firm’s Leadership Development Program annually including internal marketing and communications, internal recruitment, creation of annual calendar, booking speakers and working with the participants  on various projects and activities.

 

  1. Maintain the Firm’s internal Learning Management System including the input and maintenance of course information, monitoring registrations, running needed reports and issuing certificates of completion.   Provide orientation to any new Firm member on using the LMS system as part of New Hire Orientation process.

 

  1. Assist employees in developing personal development plans. Monitor personal development plan for each employee.

 

  1. Maintain an electronic learning and development resource library including books, CDs, videos, and project materials.   Effective use of technology.

 

  1. Maintain all Firm member licensing files and information; provide regular and up to date information to directors; research State Boards of Accountancy rules to identify out- of-state licensing requirements for staff; complete applications and monitor  license status as required.

 

  1. Monitor continuing education compliance for various licenses and certifications; collaborate with individuals to ensure all requirements are met; assist with CPA application process.

 

  1. Manage the firm’s tuition reimbursement program; maintain all files and records; respond to questions; track reimbursement costs and approve all reimbursements. Respond to questions and inquiries; track course completion and grades and approve expenses.

 

  1. Develops and documents Firm wide learning standards, policies and procedures.

 

  1. Create, monitor and review specific learning curriculum for buddies to train new hires.

 

  1. Annual review, developmnet and implementation of the Firm’s employee orientation program.

 

  1. Annual review of learning policies and procedures with recommendations for updates.

 

  1. Oversees learning coordinator to ascertain that learning materials are in compliance with CPE standards.
  2. Oversees learning coordinator to ascertain that CPE records are being maintained in accordance with Firm and compliance standards.

 

  1. Maintain knowledge base of changing and emerging developments within the profession and externally in order to anticipate, plan and present courses on emerging issues utilizing new and innovative delivery methods.   Research available learning sources for appropriate content and method information to be used as resources and future learning partners.
  2. Research new technologies and methodologies in workplace learning

 

  1. Meet with all Firm members quarterly to discuss progress of learning paths, learning goals and individual learning needs.

 

  1. Attends required continuing professional education.

 

EDUCATION, EXPERIENCE, AND SKILLS REQUIRED

 

  1. Minimum education requirement of a master’s degree in Human Resource management and Organizational Development.

 

  1. Annual continuing education requirements must be met if licenses or accrediations are acquired and must be up to date.

 

  1. Experience in a professional services firm.
  2. 10 plus years experience in learning with good technology and communications skills.

 

  1. Classroom teaching experience

 

  1. Curriculum development

 

  1. Excellent communication skills.

 

  1. Knowledge of the principles of organizational development and adult learning and education.

 

  1. Strong business skills specifically in the areas of learning and development and administration.

 

  1. Skill in communicating effectively with a variety of personalities.

 

  1. High level of planning and organizing work.

 

  1. Ability to function as a coach at all levels of the organization.

 

  1. Ability to provide effective learning to all levels of staff.

 

  1. Ability to craft course curriculum designed to meet the needs of the participants.

 

  1. Ability to develop and implement strategic initiatives for department and organization.

 

  1. Ability to define priorities and to handle multiple tasks and projects.

 

  1. Ability to work under pressure; maintain problem-solving attitude.

 

  1. Ability to change focus quickly.

 

  1. Ability to communicate, motivate and cooperate with all levels of staff.

 

  1. Proficient in business writing and communication.

 

  1. Knowledge of computer applications.

 

 

 

SAFETY HAZARDS OF THE JOB

 

1.                  Minimal hazards.  General office working conditions.

 

This job description does not list all the duties of the job.  You may be asked by directors, associate directors or managers to perform other instructions and duties.  You will be evaluated in part based upon your performance of the tasks listed in this job description. 

 

Management has the right to revise this job description at any time.  The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason.

 

 

Controller, Property Management

Job Summary

The Florida Region is currently seeking a Controller to lead our Property Management accounting department.  This role reports to the Vice President of Finance and will be based in our Ft. Lauderdale office. 

 

Key Responsibilities

·         Provide leadership and guidance to accounting staff, developing cohesiveness and attitude of cooperation between accounting and property management staff.

·         Ensure consistency and accuracy of financial and operational data on reports.

·         Ensure appropriate design and implementation of key internal controls within Florida region.

·         Work with property managers and regional teams to develop and review annual budgets.

·         Partner with corporate accounting team to ensure accuracy of monthly financials.

·         Manage coordination of new Property Management properties and post-acquisition activities.

·         Assist in SSAE 18 SOC I, Type II report.

·         Drive CAM Reconciliation process to a timely and accurate completion within required guidelines.

 

 Requirements

·         Commercial property management experience in accounting/financial reporting – minimum of five  years.

·         Strong accounting fundamentals, full understanding of GAAP.

·         Experience with institutional level reporting.

·         Exceptional leadership skills managing a large department.

·         Supervisory experience.

·         Excellent communication capabilities (written and oral).

·         Strong technology skills.

 

Education

·         CPA preferred.

Compensation

·         Benefits package, to include medical, dental, vision, and 401(k).