Search Positions

Administrative Assistant

  • Location Miami Lakes
  • State Georgia
  • Date January 11, 2019
  • Employment Type Direct Hire
  • Job Id #1290

Executive Assistant

We are actively seeking an executive assistant to enhances executive's effectiveness by providing high-level administrative support by conducting research, preparing statistical reports, handling More ..

Executive Assistant

We are actively seeking an executive assistant to enhances executive's effectiveness by providing high-level administrative support by conducting research, preparing statistical reports, handling information requests, and performing clerical functions such as preparing correspondence, receiving visitors, arranging conference calls, and scheduling meetings.

Essential Function:

  • Answering phone inquiries, directing calls, and providing basic company information
  • Comfortable performing clerical duties, taking memos, maintaining files, and organizing documents. Photocopying, faxing, collating, etc., as needed.
  • Arranges travel, accommodation, itineraries, and all correspondence related to arrangements as needed.
  • Plans/organizes and implements events such as meetings, business luncheons, or client dinners
  • Manages executive schedule and acts as liaison for executive team
  • Prepares reports, presentations, and data, as well as maintaining files, records, and correspondence for meetings
  • Handles confidential information; organizes and maintains files
  • Prepares information and research for executive needs
  • May help plan company events, meetings, and employee team building activities or special projects.
  • Trains, manages, and supervises lower-level assistants, clerical staff, and receptionists

Education:Bachelor’s degree in business administration or related field preferred


Skills / Experience:

  • Comfortable in a fast-paced environment with multiple tasks and projects at hand
  • Able to organize and manage large amounts of files, tasks, schedules, and information
  • Self-directed and able to work without supervision
  • Energetic and eager to tackle new projects and ideas
  • Comfortable in both a leadership and team-player role, manages team members,

leads assistant meetings, and supervises when needed

  • Answers phone inquiries, directs calls for executive team
  • Able to perform all clerical duties, taking memos, maintaining files and confidential information, organizing documents as needed.
  • Excellent written and verbal communication skills
  • Proficient computer skills, including Microsoft Office Suite (Word, PowerPoint, and Excel); scheduling appointments/updating calendars a must.
  • Presentation Skills,
  • Able to concentrate on multiple problems/tasks at once
  • Excellent time management and prioritization skills
  • Minimum of 5 years of experience
  • Some travel involve
  • Bilingual a big plus with excellent written and verbal communication skills
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Director of Finance

  • Location Miami Lakes
  • State Florida
  • Date January 11, 2019
  • Employment Type Direct Hire
  • Job Id #1289

Director of Business Finance

Summary: Under administrative supervision, responsible for the company’s planning and forecasting process. This includes directing the annual operating plan for the income statement and More ..

Director of Business Finance

Summary:Under administrative supervision, responsible for the company’s planning and forecasting process. This includes directing the annual operating plan for the income statement and balance sheet, quarterly forecasting, departmental budgeting, measurements of actual results versus plan and forecasts.


Essential Job Functions:

  • Directs the annual operating plan, which includes developing the budget schedule, improving the planning process, and management of the bottom-ups plan.
  • Develops and manages a bottom-up quarterly forecast process for revenues and expenditures and be able to assess opportunities and risks in the forecast. Communicate significant assumptions to senior management.
  • Leads the team that analyzes and measures actual results compared to forecast and plan.
  • Reviews with line managers and lead the development of corrective action plans where necessary.
  • Analyzes and communicates trends and other financial/operational relationships that may impact future financial performance.
  • Prepares budget and forecast presentations for the executive team.
  • Develops and maintains predictive financial and operating models.
  • Prepares and issues comprehensive long-term financial plans and forecasts.
  • Creates ad hoc reports as required by management to enable effective financial and operational decision-making.
  • Delivers financial presentations to key members of the executive team.
  • Carries out responsibilities in accordance with the organization’s policies, procedures, and state, federal and local laws.
  • Performs related duties as assigned.




Qualifications


Minimum Qualifications:Bachelor degree in Accounting or Finance. 6 years of experience in healthcare field. 3 years of management experience. Must have excellent computer skills. Strong written and oral communication skills. Able to work in a team environment. Able to work with minimal supervision. Any appropriate combination of relevant education, experience and/or certifications may be considered.

Required Knowledge and Skills:

Knowledge of:

  • Current Good Manufacturing Practices (cGMP), Food and Drug Administration (FDA), and other regulatory requirements.
  • Generally Accepted Accounting Principles (GAAP) and cost accounting methods.
  • Financial modeling and forecasting.
  • Systems and processes necessary to lead the budgeting and forecasting area.
  • Systems and processes necessary to manage the financial planning functions within a corporate finance department.
  • Principles of mathematical and statistical computations.
  • Pertinent federal, state and local laws, codes and regulations.
  • Leadership, direction, and supervisory principles and methods.
  • Business English usage, spelling, grammar and punctuation.
  • Business and personal computer hardware and software applications.
  • Recruiting, interviewing and selecting of applicants in accordance with established employment practices and methods.
  • Current Company policies, practices and procedures, including safety rules and regulations.


Skill in:

  • Analyzing problems, identifying alternative solutions, and implementing recommendations for resolution.
  • Interpreting and applying federal, state and local policies, procedures and regulations.
  • Preparing and administering large and complex budgets.
  • Researching, analyzing and evaluating financial data and communicating the trends to senior management.
  • Communicating clearly and concisely, both orally and in writing.
  • Directing, supervising, coordinating and delegating assignments, and reviewing the work of assigned department personnel.
  • Establishing and maintaining cooperative working relationships with others.

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LITIGATION LEGAL SECRETARY

  • Location Fort Lauderdale
  • State Florida
  • Date December 31, 2018
  • Employment Type Direct Hire
  • Job Id #1288

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 More ..

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.

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Controller/Bookkeeper

  • Location Fort Lauderdale
  • State Florida
  • Date December 31, 2018
  • Employment Type Direct Hire
  • Job Id #1287

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 More ..

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.

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Assistant

  • Location Boca Raton
  • State Florida
  • Date December 10, 2018
  • Employment Type Direct Hire
  • Job Id #1286

Our client, a boutique family office and business management firm is looking to hire a bilingual (English and Spanish) client service associate their Boca Raton, FL office.

Responsibilities include many aspects of various More ..

Our client, a boutique family office and business management firm is looking to hire a bilingual (English and Spanish) client service associate theirBoca Raton, FL office.

Responsibilities include many aspects of various clients' business management, such as bill paying, assisting with travel arrangements, coordinating relocation logistics, organizing clients' personal information, and any "spur of the moment" requests that may come up.

Although they maintain traditional office hours, we are seeking an individual with some flexibility to be occasionally available via phone and email after hours and on weekends/holidays.

We are looking for a candidate with dynamic problem solving abilities who can take charge to handle various client requests, which do not always follow a set pattern. Experience in family office or financial services industries is preferred.

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Staff Accountant

  • Location St. Augustine
  • State Florida
  • Date November 6, 2018
  • Employment Type Direct Hire
  • Job Id #1285

Multi-Office physician office practice with seeks Staff Accountant. Will oversee financial operations including payroll, accounts payable, retirement, preparation of financial reports, capital and operating budgeting and working in More ..

Multi-Office physician office practice with seeks Staff Accountant. Will oversee financial operations including payroll, accounts payable, retirement, preparation of financial reports, capital and operating budgeting and working in conjunction with outside accountant. Will also analyze revenue production, cost and profitability for various locations and service lines, lead initiatives for clinical quality reporting, and cost and profitability analyses.

Responsibilities (including, but not limited to):

Reporting

§ Maintains General Ledger

§ Managing cash flow and providing cash flow analysis

§ Issue timely and complete financial statements

§ Produce monthly financial statements and reports for Management

§ Recommend benchmarks against which to measure the performance of company operations

§ Calculate and issue financial and operating metrics

§ Calculate variances from the budget and report significant issues to management

§ Reviews and reports variances between project budgets and actual cost

§ Provide financial analyses as needed, in particular for capital investments, pricing decisions, and contract negotiations

§ Maintains project related records, including contracts

§ Reviews supplier invoices and terms related to projects and ensures proper coding

§ Ensures supplier invoices are properly coded, timely approved and submitted for payment

§ Reports on profitability of projects to management

§ Assists with any compliance reporting related to projects, including tax

§ Proforma budgeting

§ Assists with audits

§ Serves as a liaison between accounting and operations

Compliance

§ Coordinate the provision of information to external auditors for the annual audit

§ Monitor debt levels and compliance with debt covenants

§ Comply with local, state, and federal government reporting requirements and tax filings

§ Assist with filing of quarterly and annual reports with the SEC

Working Conditions

§ Primarily in an office environment

§ Will be expected to travel to other offices or new potential acquisitions to conduct due diligence

§ Periodic weekend or evening work is expected

Qualifications:

§ Bachelor's degree or higher in Accounting preferred

§ 1+ years as an Accountant

§ 5 - 8 years of Accounting experience

§ Experience in healthcare or related industry

§ Background in monthly closing and financial statement preparation

§ Proficiency in Microsoft Office programs

§ Ability to work in a fast-paced environment

§ Ability to execute and follow-through to completion and documentation

§ Immense attention to detail required

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HR Manager

  • Location Aventura
  • State Florida
  • Date October 2, 2018
  • Employment Type Direct Hire
  • Job Id #1284

HR Manager

HR Manager

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Controller – Accounting Manager

  • Location Odessa
  • State Florida
  • Date August 30, 2018
  • Employment Type Direct Hire
  • Job Id #1283

OPEN POSITION: CONTROLLER – ACCOUNTING MANAGER

 

Tasks:

Execute Project Accounting by Percentage of Completion (POC) according to IFRS standards
Leasing according to IFRS Standards for long term More ..

OPEN POSITION: CONTROLLER – ACCOUNTING MANAGER

Tasks:

  • Execute Project Accounting by Percentage of Completion (POC) according to IFRS standards
  • Leasing according to IFRS Standards for long term contracts
  • Supervise accounts payable, accounts receivable, payments (bank/ cash), payroll andbank reconciliation
  • Preparation of the quarterly risk report
  • Cash flow forecasting.
  • Reporting of the monthly P&L and Balance according to IFRS and headquarters’ reporting guidelines.
  • Review of accounts receivable/ payable reports and manage timely collection of overdue invoices
  • Review and approval of all invoices to be paid
  • Keep company records organized and readily available for examination.
  • Prepare insurance reports for binding
  • Coordinate sales tax and income tax reporting with external tax accountants, working closely with CFO
  • Coordinate periodic audits with external auditors, working closely with CFO.

Abilities:

  • 5 years’ experience in accounting and controlling
  • Profound IFRS knowledge
  • Extensive knowledge of ERP system (SAP and/or Microsoft Dynamics) and inherent processes that impact on financials
  • Microsoft Office – expert in Excel
  • Good knowledge of all typical accounting procedures in a company
  • Ability to prepare financial reports whenever necessary and solicited by CEO/CFO

Requirements:

  • Finance / Accounting degree

Optional:

  • CPA, MBA
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Financial Reporting Staff Accountant

  • Location Hollywood
  • State Florida
  • Date July 4, 2018
  • Employment Type Direct Hire
  • Job Id #1282

Job Summary 
The Financial Reporting Staff Accountant will report to the corporate controller and will be responsible for critical accounting tasks within this department  
 
Responsibilities:   
? Prepare More ..

Job Summary
The Financial Reporting Staff Accountant will report to the corporate controller and will be responsible for critical accounting tasks within this department

Responsibilities:
? Prepare and analyze monthly, quarterly & annual financial reports for various entities ? Manage the distribution of financial statements and reports to CPA, investors and lenders by the due date, maintaining the highest quality, reliability and accuracy ? Manage the month/quarter/year end close process by communicating deadlines with staff and reviewing complex entries which may hinder close ? Maintain the integrity of the financial reporting process and financial controls by updating written policies and procedures ? Assist Chief Executive Officer with special projects (financial analysis & financial modeling), as needed ? Other duties and projects as assigned


Requirements
? Bachelor’s Degree in Accounting, Finance or Economics ? 3-5 years of experience in financial reporting ? Able to effectively interact with investors, financial institutions and personnel at all levels within the Company ? Must be a team player with a strong sense of accuracy, attention to detail, deadlines and handle multiple tasks simultaneously ? Strong MS Excel , financial analysis and financial modeling ? Experience with Sage 300 and Marks Systems a plus

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Private Wealth Coordinator

  • Location Miami
  • State Florida
  • Date May 3, 2018
  • Employment Type Direct Hire
  • Job Id #1281

Private Wealth Coordinator

Job Number9467

Miami, Florida US

AB is a leading global investment-management and research firm with more than $500 billion in assets under management and a presence in 22 countries, with more than More ..

Private Wealth Coordinator

Job Number9467

Miami, Florida US

AB is a leading global investment-management and research firm with more than $500 billion in assets under management and a presence in 22 countries, with more than 3,400 employees worldwide. We serve clients ranging from institutions to individuals and private clients, and we offer independent research, portfolio strategy and brokerage-related services tailored to our clients’ unique needs. With forward-looking perspective and expertise in equities, fixed-income, alternatives and multi-asset strategies, more than 500 investment professionals collaborate to share ideas and make connections across disciplines, geographies, asset classes and sectors. These collective insights drive innovation and better solutions, helping us keep our clients AHEAD OF TOMORROW®.

Bernstein Private Wealth Management (“Bernstein”), also a subsidiary of AllianceBernstein L.P. (AB), provides advanced planning strategies and a wide array of investment management services to high net worth families, endowments and foundations, and institutions to help them reach specific financial objectives. Bernstein Private Wealth Management is distinguished among major wealth managers by its single focus and the resulting alignment of interests and accountability this brings to each client relationship. Bernstein’s integrated approach allows the firm to tailor each client’s portfolio, minimizing the effects of tax and volatility, with investment strategies that draw on AB’s deep research expertise across asset classes and geographies.

Bernstein Private Wealth Management’s clients are located around the globe. Bernstein has offices in Atlanta, Boston, Chicago, Cleveland, Dallas, Denver, Houston, Los Angeles, Miami, Minneapolis, New York, Philadelphia, San Diego, San Francisco, Seattle, Tampa, Washington, D.C., and West Palm Beach. Bernstein Private Wealth Management reported $94 billion in assets under management, as of February 28, 2018.

Job Description
We are seeking a Private Wealth Coordinator (PWC) for Bernstein Private Wealth Management, a unit of AllianceBernstein, L.P. The PWC will work in a dynamic, trust-based partnership with skilled Financial Advisors to serve a broad range of clients’ needs. As a liaison between Financial Advisors and both internal and external clients, the Private Wealth Coordinator plays a vital role in client relationships.

•Support multiple Financial Advisors.
•Initiate and respond to client requests.
•Answer internal and external telephone calls within your team and while covering the reception desk as necessary.
•Prepare presentations and reports for Advisors’ high net worth clients, prospects and intermediaries.
•Schedule and maintain meetings, appointments and travel plans to effectively manage Advisor’s
calendar.
•General administrative duties including writing and editing correspondence, answering phones, contact data maintenance, filing and processing expense reports.
•As tasks are mastered, administrative duties may be supplemented with other projects of increasing responsibility.
•Approximate Hours: 8:30 am - 5:30 pm. Flexibility to work overtime as workload demands change.
•Total compensation is competitive and comprised of base salary plus overtime

Job Qualifications
•1-2 years of experience as a coordinator, administrative or executive support in a corporate or professional office.
•Excellent verbal and written communication skills for heavy client interaction.
•Effective interpersonal skills and flexibility to adapt to a variety of personalities.
•Strong organizational skills and attention to detail.
•Capable of prioritizing and executing multiple tasks and projects in a dynamic, deadline-oriented
environment.
•Working knowledge of Microsoft Word, Excel and PowerPoint.

Preferred Qualifications
•Bachelor’s degree
•Financial services industry experience

Location:
Miami, FL
AB is an equal opportunity employer.

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Client Support Representative

  • Location Miami Shores
  • State Florida
  • Date March 25, 2018
  • Employment Type Direct Hire
  • Job Id #1280

Our Client is looking for a Client Support Representative for its office in Miami Shores. They are on accelerated growth, can you keep up?

Can you multitask? Quick on your feet? You might be just who we are looking for in this More ..

Our Client is looking for a Client Support Representative for its office in Miami Shores. They are on accelerated growth, can you keep up?

Can you multitask? Quick on your feet? You might be just who we are looking for in this role! They are a small but highly productive office looking for a team player that enjoys autonomy.

Your primary responsibility will be to provide the highest level of personalized client support including transaction research, account updates, equipment programming, CRM management, and document management. You will also provide support in all aspects of the company when needed and work closely with management who will appreciate your input and suggestions for process improvement.

You must be willing to learn and teach, seek out answers to problems and fix them, and establish a culture of exceptional customer service and satisfaction.

The ideal candidate must have high proficiency utilizing business applications such as Excel, Salesforce, and Join.me and must be a quick learner. The candidate must be self-motivated and eager to learn and improve with the ability to work independently. The candidate must be procedure driven and detail oriented, who is not afraid to make suggestions for process improvement. Spanish speaking is mandatory.

Application QuestionsEdit
You have requested that Indeed ask candidates the following questions:
  • How many years of Customer Service Representative experience do you have?
  • How many years of multitasking experience do you have?
  • How many years of Salesforce experience do you have?
  • Have you completed the following level of education: Bachelor's?
  • Are you in Fort Lauderdale, FL?
  • Are you willing to undergo a background check, in accordance with local law/regulations?
  • Do you speak Spanish?
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Director of Learning and Development

  • Location Fort Lauderdale
  • State Florida
  • Date March 1, 2018
  • Employment Type Direct Hire
  • Job Id #1279

Title:                           Director of Learning and More ..

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.

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